Uranium Insider
@uraniuminsider
Leading Newsletter solely focused on nuclear energy & uranium equities. Inception-to-Date Performance: 264.1% ($100,000 on August 1, 2019 now worth $364,100).
The prospect of buying ~3mlbs of uranium just bumped the offer in spot by nearly $10…in a market where global NPPs will burn almost 200mlbs this year. It’s a broken, illiquid market. When we see 50-100mlbs of term demand come in…and we will…what happens to price then?
Challenge accepted
The U.S. put people on the moon. Can we build nuclear reactors again? Absolutely. Is it going to be a challenge? Yes. But can we do it? With President Trump’s bold leadership, YES, WE WILL!
A (progressive's) view on why a "nuclear renaissance" will actually happen this time. Article in reply.
Breaking in the UK: Sizewell C nuclear plant gets final investment decision. £38b project to move ahead.
Why Japan is moving to build its first nuclear reactor since the 2011 Fukushima disaster 🇯🇵 ☢️
Incredible how quiet uranium twitter/x is… Best run for the miners / metal since the move that started Dec 2020. $URNM / $UX1!

“The NRC…is accelerating licensing timelines to meet the requirements of President Trump’s May 23 Executive Order 14300…the agency is preparing for an anticipated rush of applications…”
NRC is changing. Probably positive effects on reactor licensing. ans.org/news/2025-07-1…
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
We met with our French regulatory partner as both countries look to deploy new nuclear power reactors and oversee safe operations. We’re expanding our international collaboration as we implement actions outlined in recent Executive Orders and the ADVANCE Act. #NRCForward
The DoE has announced a new pilot program to develop advanced reactors and nuclear fuel capacity. They aim to have three test reactors, at national labs, that achieve criticality by july, 2026. Article link in reply.
👀
"EU opens door to funding nuclear energy in next budget" reuters.com/sustainability…
President Trump called for the U.S. to have 10 large nuclear reactors under construction by 2030. At a conference yesterday, Westinghouse pledged to meet that goal by itself, i.e., to build ten of its AP1000 reactors. Article link in reply. At the conference, Westinghouse also…
🎇🎆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 today at Carnegie Mellon University in Pittsburgh.🇺🇸⚛️⚡️🏗️👷🤠🐂#Uranium cnbc.com/2025/07/15/wes…
Today, we announced that Westinghouse is collaborating with Google Cloud to use AI to accelerate the construction of advanced Westinghouse nuclear reactors and improve operations in our current nuclear fleet. AP1000® technology is the quickest way to add new sources of…
Let’s talk nuclear energy: the energy-dense, always ON energy source that we've smothered for decades with regulatory red tape. Under the Trump administration, you're going to truly see the launch of the nuclear renaissance. The coming years will be HUGE.
Mark Zuckerberg just now announced that Meta is building a 5GW AI computing project called Hyperion He just got one GW of that power from a single nuclear reactor in Illinois at nearly $90/MWh. There are ten more reactors here in Illinois. Trouble is, they power Chicago. You…
Holtec hopes to return the Palisades plant to operational status by August 25! Article link in reply.
From 'No Nukes' to Nuclear Now: The progressive energy flip baltimoresun.com/2025/07/11/fro…
Japan is back in the nuclear game and they’re not holding back! 🇯🇵⚛️
Indiana's governor is extremely supportive of nuclear, and is on a mission to bring new nuclear plants to the state (which currently has no reactors). He will soon sign six pro-nuclear bills. Article link in reply.
Six weeks from submittal to acceptance of the application, 17 months for review.
TVA’s application to construct a BWRX-300 small modular reactor at the Clinch River site has been accepted for review by the U.S. NRC.