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FreiburgCoffeeC

John Galt ✓

1.3K followers
3 tweets
Communities: Uranium Twitter Commodities and Trading Nuclear Energy in Australia
# Tweet Community Topic Views Ratio Engagement Posted
1
[text] It's pretty wild how many weak spots there are in the #uranium supply chain right now. I don't think it's a matter of if something's gonna mess up the market — it's just a matter of when. - Fuel shortages - Sulfuric acid supply getting cut off - Inflation about to hit harder -
Uranium Twitter 15.5K 12.3x 75 Mar 27
2
[text] I think the #uranium market is about to “sell out”. 🇮🇳 India is signing long with @NAC_Kazatomprom and @cameconews. 🇨🇳 China already has its hands on Kazakhstan — and it’s basically embedded across Namibia. So when Western utilities finally wake up, they won’t be shopping.
Commodities and Trading Finance 10.3K 8.8x 101 Feb 24
3
[text] A lot of investors are about to learn the hard way that an energy shock is not a free gift to #uranium stocks. First it hurts the miners. Higher diesel. Higher transport costs. More inflation. Project delays. Margin squeeze. Only after that does the market start asking the
Nuclear Energy in Australia 6.4K 5.1x 52 Mar 22