John Leggett ✏️
@energydense.bsky.social
#Nuclear news & opinions powered by #Uranium | Uranium is 70,000 times more energy-dense than Nat Gas.
#EnergySky | #NukeSky |
Retired Publishing Exec.
#EnergySky | #NukeSky |
Retired Publishing Exec.
Pinned
New to #Uranium? THE most important metric is: Replacement Rate Contracting aka inventory restocking. Existing reactors worldwide consume ~180m lbs per year. Until term contract volume is above 180m lbs, inventories are being consumed. From ‘05 to ‘12 we had 5 yrs above 180. Its coming.
Holtec gains approval to share SMR technology with three of India’s nuclear mfg firms. #Nuclear powered by #Uranium.
indianexpress.com/article/busi...
indianexpress.com/article/busi...
Key nuclear deal breakthrough: US clears firm to build and design n-reactors in India
Subject to IAEA safeguards, Holtec can transfer tech to L&T, Tata, subsidiary
indianexpress.com
March 30, 2025 at 1:29 PM
Holtec gains approval to share SMR technology with three of India’s nuclear mfg firms. #Nuclear powered by #Uranium.
indianexpress.com/article/busi...
indianexpress.com/article/busi...
Reposted by John Leggett ✏️
“$120 lb price target for #Uranium”
—Bram Vanderelst, Co-founder Curzon Trading, Member WNA Nuc Fuel Supply Working Group
youtu.be/2IovjzLz4EY?...
—Bram Vanderelst, Co-founder Curzon Trading, Member WNA Nuc Fuel Supply Working Group
youtu.be/2IovjzLz4EY?...
In-Depth Insights Into the Uranium Market with Expert Bram Vanderelst
YouTube video by Swiss Resource Capital AG
youtu.be
March 28, 2025 at 9:02 PM
“$120 lb price target for #Uranium”
—Bram Vanderelst, Co-founder Curzon Trading, Member WNA Nuc Fuel Supply Working Group
youtu.be/2IovjzLz4EY?...
—Bram Vanderelst, Co-founder Curzon Trading, Member WNA Nuc Fuel Supply Working Group
youtu.be/2IovjzLz4EY?...
What changed in the DOE’s “reissued” $900m program to support first-mover SMR deployment? #Nuclear powered by #Uranium.
www.powermag.com/doe-reissues...
www.powermag.com/doe-reissues...
DOE Reissues $900M Nuclear SMR Opportunity, Scraps Community Criteria to Focus on Technical Merit
The U.S. Department of Energy (DOE) has reissued a $900 million funding opportunity to accelerate deployment of Generation III+ small modular reactors
www.powermag.com
March 26, 2025 at 7:07 PM
What changed in the DOE’s “reissued” $900m program to support first-mover SMR deployment? #Nuclear powered by #Uranium.
www.powermag.com/doe-reissues...
www.powermag.com/doe-reissues...
U.S. uranium production up as companies press “go” on dormant operations
www.ans.org
March 20, 2025 at 12:42 PM
Re Kazatomprom Earnings. A keen observation by my friend Borja: Even though KAP increased production by 10%, nearly all of that (83% of the increase) went to the Russia-owned JVs. UAE was also a buyer for the first time. He says we should expect these trends to continue. #Uranium #Nuclear
March 19, 2025 at 3:31 PM
Holtec gets second tranche of DoE funds for Palisades restart. #Nuclear powered by #Uranium.
world-nuclear-news.org/articles/sec...
world-nuclear-news.org/articles/sec...
Second part of Palisades loan guarantee released
US Energy Secretary Chris Wright has released USD56.8 million of the up to USD1.52 billion loan guarantee for the project to restart the Palisades nuclear power plant in Michigan.
;
world-nuclear-news.org
March 18, 2025 at 4:32 PM
Holtec gets second tranche of DoE funds for Palisades restart. #Nuclear powered by #Uranium.
world-nuclear-news.org/articles/sec...
world-nuclear-news.org/articles/sec...
New podcast focuses on the flexible, resiliency Mircoreactors could bring to our aging grid. #Nuclear powered by #Uranium.
www.americanbar.org/groups/law_n...
www.americanbar.org/groups/law_n...
Elemental Power: Rethinking Nuclear—The Rise of Microreactors with Dr. Jeff Waksman (Part 1)
Episode 362 | This week, Elisa is joined by Dr. Jeff Waksman, Program Manager at the Department of Defense’s Strategic Capabilities Office, to explore Project Pele—an initiative designed to fast-track...
www.americanbar.org
March 18, 2025 at 2:14 PM
New podcast focuses on the flexible, resiliency Mircoreactors could bring to our aging grid. #Nuclear powered by #Uranium.
www.americanbar.org/groups/law_n...
www.americanbar.org/groups/law_n...
“We are here to LAUNCH the American Nuclear Renaissance (935 acre TVA site) here you will see reactors being built and the first small modular reactors in the US.”
—Chris Wright, Secretary of Energy #Nuclear powered by #Uranium
tva.com/the-powerhou...
—Chris Wright, Secretary of Energy #Nuclear powered by #Uranium
tva.com/the-powerhou...
Launching America’s Nuclear Renaissance
tva.com
March 18, 2025 at 1:20 PM
“We are here to LAUNCH the American Nuclear Renaissance (935 acre TVA site) here you will see reactors being built and the first small modular reactors in the US.”
—Chris Wright, Secretary of Energy #Nuclear powered by #Uranium
tva.com/the-powerhou...
—Chris Wright, Secretary of Energy #Nuclear powered by #Uranium
tva.com/the-powerhou...
“Urenco is overfeeding in Europe.” -Dustin Garrow, Fuel Consultant.
(Me: This enables Urenco to enrich #uranium faster. This is ONLY done when there is robust demand as it is a less efficient process which requires more UF6 feedstock -from U3O8)
Comment ~47:50 mark
youtu.be/1HkXbo0paPc?...
(Me: This enables Urenco to enrich #uranium faster. This is ONLY done when there is robust demand as it is a less efficient process which requires more UF6 feedstock -from U3O8)
Comment ~47:50 mark
youtu.be/1HkXbo0paPc?...
Uranium Market Faces Supply Challenges Amid Complex Forces & Skill Shortages
YouTube video by Crux Investor
youtu.be
March 17, 2025 at 5:13 PM
“Urenco is overfeeding in Europe.” -Dustin Garrow, Fuel Consultant.
(Me: This enables Urenco to enrich #uranium faster. This is ONLY done when there is robust demand as it is a less efficient process which requires more UF6 feedstock -from U3O8)
Comment ~47:50 mark
youtu.be/1HkXbo0paPc?...
(Me: This enables Urenco to enrich #uranium faster. This is ONLY done when there is robust demand as it is a less efficient process which requires more UF6 feedstock -from U3O8)
Comment ~47:50 mark
youtu.be/1HkXbo0paPc?...
First Nation Dene Chief pens Op/Ed strongly in favor of speeding the final permitting of NexGen’s World Class Rook1 #Uranium Deposit.
#Nuclear Power
nationalpost.com/opinion/opin...
#Nuclear Power
nationalpost.com/opinion/opin...
Opinion: Canada must stop delaying resource projects
We can no longer afford bureaucratic delays and debilitating red tape. It’s time to get this country moving again
nationalpost.com
March 15, 2025 at 7:31 PM
First Nation Dene Chief pens Op/Ed strongly in favor of speeding the final permitting of NexGen’s World Class Rook1 #Uranium Deposit.
#Nuclear Power
nationalpost.com/opinion/opin...
#Nuclear Power
nationalpost.com/opinion/opin...
So much key info in this new interview w #Uranium industry veteran Per Jander of WMC Energy (SPUT’s Buying Agent.) #EnergySky
youtu.be/znAOmlv4lOA
youtu.be/znAOmlv4lOA
Per Jander: Uranium Still "Very Early" in Cycle, What to Watch in 2025
YouTube video by Investing News
youtu.be
March 14, 2025 at 4:17 PM
So much key info in this new interview w #Uranium industry veteran Per Jander of WMC Energy (SPUT’s Buying Agent.) #EnergySky
youtu.be/znAOmlv4lOA
youtu.be/znAOmlv4lOA
#Uranium enrichment giant Urenco’s Order Book is now larger than at any time in the previous cycle — with orders booked out to 2040! Capacity expansion is in the works on both sides of the atlantic. #Nuclear power. #EnergySky
March 14, 2025 at 3:11 PM
#Uranium enrichment giant Urenco’s Order Book is now larger than at any time in the previous cycle — with orders booked out to 2040! Capacity expansion is in the works on both sides of the atlantic. #Nuclear power. #EnergySky
“Are we past the point of no return on bringing on greenfield #Uranium supply this decade?” Update from a renowned #Nuclear Fuel Cycle Expert.
youtu.be/QxHblQu-Vcg?...
youtu.be/QxHblQu-Vcg?...
Uranium market complexities and uncertainties - Dustin Garrow
YouTube video by CEO & Market Expert Interviews - triANGLE INVESTOR
youtu.be
March 12, 2025 at 6:39 PM
“Are we past the point of no return on bringing on greenfield #Uranium supply this decade?” Update from a renowned #Nuclear Fuel Cycle Expert.
youtu.be/QxHblQu-Vcg?...
youtu.be/QxHblQu-Vcg?...
“Don’t be shocked to hear about new, large US reactor builds in 2025”
—Scott Melbye, Uranium Producers of America
#Nuclear powered by #Uranium. #EnergySky
youtu.be/vIQNV_GcH2k?...
—Scott Melbye, Uranium Producers of America
#Nuclear powered by #Uranium. #EnergySky
youtu.be/vIQNV_GcH2k?...
The World is Going Nuclear — 'We're Playing Catch-Up’ | Scott Melbye
YouTube video by Kitco NEWS
youtu.be
March 12, 2025 at 6:31 PM
“Don’t be shocked to hear about new, large US reactor builds in 2025”
—Scott Melbye, Uranium Producers of America
#Nuclear powered by #Uranium. #EnergySky
youtu.be/vIQNV_GcH2k?...
—Scott Melbye, Uranium Producers of America
#Nuclear powered by #Uranium. #EnergySky
youtu.be/vIQNV_GcH2k?...
Reposted by John Leggett ✏️
Bill to fast-track small nuclear reactors for data centers advances in Senate azmirror.com/briefs/bill-...
Bill to fast-track small nuclear reactors for data centers advances in Senate • Arizona Mirror
Arizona nuclear reactor bill would exempt small modular reactors from environmental review and zoning requirements in rural areas
azmirror.com
March 12, 2025 at 5:04 PM
Bill to fast-track small nuclear reactors for data centers advances in Senate azmirror.com/briefs/bill-...
Tech giants and other major energy users Amazon, Google, Meta, Dow, Occidental, Allseas and OSGE have signed a pledge supporting the goal of at least tripling global nuclear capacity by 2050.
www.world-nuclear-news.org/articles/ama...
www.world-nuclear-news.org/articles/ama...
Amazon, Google, Meta and Dow back goal to triple nuclear capacity
Tech giants and other major energy users Amazon, Google, Meta, Dow, Occidental, Allseas and OSGE have signed a pledge supporting the goal of at least tripling global nuclear capacity by 2050...
www.world-nuclear-news.org
March 12, 2025 at 12:51 PM
“#Nuclear has to be part of the mix.” (#uranium)
—Google’s Ruth Porat at CERAweek.
www.cnbc.com/2025/03/10/a...
—Google’s Ruth Porat at CERAweek.
www.cnbc.com/2025/03/10/a...
Alphabet aims to slash cost of new nuclear with small reactor deployments, CIO says
Alphabet's Google unit struck a deal last October to buy power from small modular reactors under development by Kairos Power.
www.cnbc.com
March 11, 2025 at 2:07 PM
“#Nuclear has to be part of the mix.” (#uranium)
—Google’s Ruth Porat at CERAweek.
www.cnbc.com/2025/03/10/a...
—Google’s Ruth Porat at CERAweek.
www.cnbc.com/2025/03/10/a...
March 11, 2025 at 2:00 PM
Reposted by John Leggett ✏️
Orano secures €400M EIB loan to boost uranium enrichment in France
#uranium #nuclearenergy
en.trend.az/business/401...
#uranium #nuclearenergy
en.trend.az/business/401...
Orano secures €400M EIB loan to boost uranium enrichment in France
en.trend.az
March 10, 2025 at 12:56 PM
Orano secures €400M EIB loan to boost uranium enrichment in France
#uranium #nuclearenergy
en.trend.az/business/401...
#uranium #nuclearenergy
en.trend.az/business/401...