Yellowbull
@Yellowbull11
Analyst focused on macro, uranium and commodities. Write ups, interviews and more at ➡️ http://www.patreon.com/contrariancodex Tweets not investment advice.
With so much happening in the #uranium market today (and on the horizon), I work hard to provide guidance on the macro thesis, specific #uraniumstocks and more in the form of write ups, analysis and interviews at: patreon.com/contrariancodex Hope to see you there, have a great day!
🎆😲First it was #Michigan's Palisades, then #Pennsylvania's Three Mile Island, now #Iowa's Duane Arnold #Nuclear power plant could make it a Triple Crown for historic restarts of shuttered US reactors! 3⃣👑⚛️⚡️🇺🇸 #EnergySecurity brought to U by 24/7 #CarbonFree #Uranium! ⛏️🤠🐂
*NEXTERA ADVANCES CUSTOMER TALKS ON DUANE ARNOLD RESTART
Nuclear power in the US is going to come at a premium given the low carbon and highly reliability profile it brings to the table. That will attract investment and not only will that help keep the current reactor fleet in operation for longer, it will also incentivize new builds.
PJM's power auction prices rise 22% over last year's record. Bullish uprates, new builds, and uranium. reuters.com/business/energ…
⚡️BHP's Operational Review for the year ended 30 June 2025, released on July 18th, shows that #Uranium production at #Australia's Olympic Dam declined -12% by -449t #U3O8 (-1M lbs) to just 6.9M lbs over the past year⤵️⚛️⛏️🇦🇺🤠🐂 #Nuclear #UraniumSqueeze🗜️ bhp.com/news/media-cen…
Boom!🎇🎆😲Westinghouse plans to build 10 large AP1000 #Nuclear reactors in the U.S., laying out their construction plan to President #Trump during #Pennsylvania's $90B #AI & #Energy Summit at Carnegie Mellon University in Pittsburgh.🇺🇸⚛️⚡️🏗️👷🤠🐂#Uranium cnbc.com/2025/07/15/wes…
🎆Building 6 Rolls-Royce 470 Megawatt Small Modular Reactors in #Czechia will add 2.8 Gigawatts of new 24/7 #CarbonFree #Nuclear #energy to power 6 Million homes and launch a major export market across #Europe 🇬🇧🇨🇿⚛️⚡️🏗️👷🇪🇺 #EnergySecurity brought to U by #Uranium ⛏️Yee-Haw!🤠🐂
The UK government is kickstarting the next chapter in our golden age of nuclear and welcomes a landmark agreement with Czechia. Supporting high-skilled jobs, boosting growth and delivering clean, homegrown energy.
Incredible how quiet uranium twitter/x is… Best run for the miners / metal since the move that started Dec 2020. $URNM / $UX1!
“Power availability in the area not suited to AI compute needs…”
BREAKING: Japan further commits to nuclear power 🇯🇵 Nuclear power will remain a firm part of Japan's energy strategy for the decades ahead That doesn't just include the restarting of power plants, but also the building of new units. We can now see another step in that direction
Nikkei: Kansai Electric Power Company to build new nuclear power plant in Fukui, Mihama for the first time in Japan after the Great East Japan Earthquake - Japan Keizai Shimbun uranium
My new website is out, I hope you like it. triangle-investor.com Next week we will launch all public listed #gold, #silver and #uranium on the website, searchable by commodity, jurisdiction, stage & market cap. Articles also coming up.
Yesterday was officially my first day with @ASPIsotopes . Super excited to join the team. Officially the title is Vice President of Investor Relations and Business Development. Unofficially it's IR (US) and getting s**t done in the US. Super excited to take this role on. $ASPI
Incredibly positive price action for various uranium equities today The biggest winner has undoubtedly been Energy Fuels UUUU, where the calls we bought in April are now up over 520%. That alone would have covered years' worth of subscription together with those CCJ calls (307%)
Breaking!💥 Westinghouse & Google Cloud announce they are collaborating to use #AI tools to transform & accelerate the construction of new advanced Westinghouse reactors and enhance operations of existing #Nuclear power plants.🏎️🤖⚛️🏗️👷🇺🇸🤠🐂 #Uranium 🏄 info.westinghousenuclear.com/news/westingho…