Ocean Wall Ltd
@oceanwall2
Market-leading investment house specialising in all aspects of niche alternative investing.
This week in the Hoot: Holtec dominates the spotlight as it redefines what it means to be a nuclear energy leader. We also look at Orano’s challenges in Niger, and the shifting geopolitical and regulatory environment shaping the global nuclear renaissance.…
The #uranium market enters a new phase: Buyer fear. The Hoot this week explores the structural fragility now gripping the spot market, where even a whisper of demand is triggering sharp price reactions. open.substack.com/pub/thehoot731…
As energy demand accelerates, the nuclear sector is grappling with a deepening uranium deficit. This week, we examine the fragile US restart pipeline, the slow return of supply, and why even small-scale additions are becoming pivotal. open.substack.com/pub/thehoot731…
This week in Hoot: Kazakhstan is going nuclear—but on Moscow’s terms. In our lead story, we unpack Astana’s decision to award Rosatom the contract for its first post-Soviet nuclear plant. What looks like an energy fix is, in reality, a deeper alignment with Russian…
This week in the Hoot: The lights are flickering—and not just metaphorically. As AI pushes global power demand into overdrive, this issue dives into the “Baseload Bottleneck” and why firm, around-the-clock energy is no longer optional. From the DOE’s blackout warning to Spain’s…
Don’t blink. The nuclear renaissance is underway.
Uranium demand is on the rise⚛️ Skyharbour CEO @JordanPTrimble joins @capnek123 to break down key drivers behind the structural bull market — from SMRs and AI-powered energy demand to growing focus on energy security. $SYH $SYHBF 🎥 Watch the full interview:…
News Release | Skyharbour’s Partner Company Mustang Energy Receives Exploration Permit for 914W Uranium Project Located in the Athabasca Basin, Saskatchewan. $SYH $SYHBF Read: skyharbourltd.com/news-media/new…
This week in the Hoot, we spotlight Geiger Counter Investment Trust (GCL), which continues to offer a rare value entry into the #uranium bull market, trading at a discount despite holding some of the sector’s most strategic names open.substack.com/pub/thehoot731…
A full room here in Zurich for the Arnova Capital Nuclear Conference. Delighted to see so many clients and friends to talk all things #nuclear. @UraniumEnergy @ASPIsotopes @oklo @LightbridgeCorp @INL
One of the key issues with deploying GW-scale nuclear is replicability. Welcome to the nuclear party @PalantirTech businesswire.com/news/home/2025…
The Next Stage of the Fuel Market Cycle: Fear, Specifically, Buyer Fear We are currently in the "government legislature" phase, but yesterday's SPUT news marked a shift, with a sharp move in spot prices, signaling the start of a new psychological stage: fear, and more precisely,…
This week in the Hoot we look at the accelerating western pivot in nuclear energy. As Westinghouse scales its AP1000 program and Cameco’s vertical integration gains traction, the decline of Rosatom’s influence becomes increasingly clear. open.substack.com/pub/thehoot731…
Introducing insight, Ocean Wall’s thematic research stream—a dedicated space where we share the dynamics, ideas, and narrative shifts we think deserve more attention. While our other Substack publication, The Hoot, focuses on uranium and nuclear markets, insight will host a wider…
Skyharbour intersects high-grade uranium in step-out hole ML24-15 at the Moore Project, returning 4.74% U₃O₈ over 1.5m within 6.4m of 1.50% U₃O₈.⚒️ The 42m extension at Maverick East highlights the zone’s strong expansion potential ahead of summer drilling! $SYH $SYHBF…
Ocean Wall #Nuclear Conference Who would be interested in a FREE virtual conference going over investment opportunities in the entire nuclear value chain? We would end the day with a panel of institutional portfolio managers to get insight into how the buy side looks at…
Centrus pushing for tariffs on centrifuge equipment, not on LEU, to reinforce U.S. energy independence and defense capabilities regulations.gov/comment/BIS-20…
Love these guys work. If you haven’t already checked them out it’s a must read Substack.
Our June 8th Weekly Roundup has been published. For all subscribers, it will be in your inbox! For those who do not subscribe, you know how to access by now, right? Click the link in our bio.... Have a great rest of your weekend everyone!
This week in the Hoot, we look at CGN Mining’s landmark 2026–28 offtake structure and why Ocean Wall is calling time on the spot price as the dominant pricing reference in uranium markets. We also discuss Meta’s nuclear mega-deal with Constellation, the $18.7 billion Czech-KHNP…