1/23 ⚡🚨 Did the U.S. just go “all-in” on nuclear? A binding deal puts Washington side-by-side with $CCJ @Cameco and $BN @Brookfield to fast-track @WECNuclear reactors across America. Grid stress, AI demand, and geopolitics collide. Buckle up. 💥🌍 **
2/23 What happened: $CCJ @Cameco + $BN @Brookfield (owners of @WECNuclear) signed a binding term sheet with @CommerceGov to accelerate deployment of Westinghouse units in the U.S.—with help on financing, permitting, and long-lead items. 🔧⏳ **
3/23 Why now? Power demand is surging (AI/data centers), grids are aging, and reliability is king. Nuclear = dense, 24/7, zero-carbon baseload. Think of it as energy “core memory” for the digital economy. 🧠⚡ @IEA @World_Nuclear **
4/23 The workhorse: @WECNuclear’s AP1000—passive safety, …
1/23 ⚡🚨 Did the U.S. just go “all-in” on nuclear? A binding deal puts Washington side-by-side with $CCJ @Cameco and $BN @Brookfield to fast-track @WECNuclear reactors across America. Grid stress, AI demand, and geopolitics collide. Buckle up. 💥🌍 **
2/23 What happened: $CCJ @Cameco + $BN @Brookfield (owners of @WECNuclear) signed a binding term sheet with @CommerceGov to accelerate deployment of Westinghouse units in the U.S.—with help on financing, permitting, and long-lead items. 🔧⏳ **
3/23 Why now? Power demand is surging (AI/data centers), grids are aging, and reliability is king. Nuclear = dense, 24/7, zero-carbon baseload. Think of it as energy “core memory” for the digital economy. 🧠⚡ @IEA @World_Nuclear **
4/23 The workhorse: @WECNuclear’s AP1000—passive safety, proven design, global fleet momentum. Standardizing around a platform cuts cost/complexity like using one operating system across many devices. 💡🧩 **
5/23 Money talk: The U.S. aims to arrange financing and smooth approvals for a program sized at least around tens of billions (headline number: ~$80B) to roll out @WECNuclear units—and move fast on long-lead components. 🏗️💵 @CommerceGov **
6/23 Sweetener: Once definitive agreements are signed and the build program reaches scale, the U.S. gets a “Participation Interest” in cash distributions above a threshold—aligning government with @WECNuclear’s success. 🪙📈 **
7/23 IPO kicker: If milestones are met by a target date and @WECNuclear is IPO-ready at a high valuation, the U.S. can push for an IPO—its participation flipping into a time-limited warrant tied to that equity value. ⏳📊 **
8/23 Translation: Washington isn’t just writing checks—it’s acting like a co-builder with upside. Think “public-private rocket stage”: government thrust early, private market orbit later. 🚀🤝 @CommerceGov **
9/23 Why it matters for $CCJ @Cameco: dual exposure. (1) 49% owner of @WECNuclear = upside from systems & services. (2) Fuel cycle business benefits as more reactors = more lifetime fuel demand. Flywheel effect. 🔄⚛️ **
10/23 Why it matters for $BN @Brookfield: scaling a flagship energy platform with deep infra/utility DNA. If deployment accelerates, Brookfield’s industrial toolkit meets a massive U.S. build cycle. 🧰🏗️ **
11/23 What’s likely to get built: @WECNuclear AP1000s first—proven, modular, and primed for U.S. replication. Fewer bespoke designs = fewer surprises. Assembly line > art project. 🛠️📦 **
12/23 Where could they go? Expect brownfield sites, coal-to-nuclear swaps, and regulated utility jurisdictions first. Watch the Southeast/Midwest for early movers (P&L and permitting matter). 🗺️⛓️ @World_Nuclear **
13/23 Still TBD: Which financing pipes? DOE LPO? Tax credits? Vendor finance? Utility balance sheets? The term sheet sets the stage; definitive agreements will pick the instruments. 🎺📑 @CommerceGov **
14/23 Supply chain reality check: heavy forgings, NSSS components, skilled trades. Scaling @WECNuclear requires re-industrializing the backbone—orders must land early to lock capacity. 🏭🔩 **
15/23 Regulatory path: Standardized designs can compress schedules, but NRC + state approvals still rule. Expect early work on site-specific COL amendments and cost-recovery frameworks. 🗂️⏱️ @NRCgov **
16/23 Timelines: Long-lead buys now; FIDs over the next 12–24 months would be the tell. Execution risk rises with election cycles and rate environments—tempo discipline is everything. ⏳📆 **
17/23 Fuel cycle: More reactors mean more LEU demand, conversion, enrichment. $CCJ @Cameco benefits; HALEU/advanced fuels are a parallel push (watch $LEU @CentrusEnergy for niche angles). ⚛️🔁 **
18/23 Winners: standardized nuclear vendors (@WECNuclear), component makers, EPCs, utilities securing firm power. Potential losers: spot gas peakers where capacity payments shift to nukes. It’s a portfolio rotation in electrons. 🔄⚡ **
19/23 AI angle: Data centers need “always-on” gigawatts. Nuclear PPAs could become the new “hyperscaler hedge”—firm, clean, and brand-safe. 🖥️🔌🤝 @OpenAI @Google @Microsoft **
20/23 Costs: Oversight + standardization aim to avoid past blowouts. But inflation, supply gaps, and rate volatility remain wildcards. This is industrial policy, not a magic trick. 🎛️🧮 **
21/23 What to watch: 1) Site list. 2) Turbine/forging orders. 3) State utility filings. 4) EPC partner reveals. 5) Definitive agreements inked. Each is a breadcrumb on the build path. 🍞➡️ **
22/23 Global knock-on: If the U.S. can crack repeatable delivery with @WECNuclear, allies will copy-paste. Nuclear export playbooks get an upgrade. ✈️📦 @IEA @World_Nuclear **
23/23 Bottom line: A moonshot with teeth. If execution lands, America gets firm power at scale—and $CCJ @Cameco, $BN @Brookfield, and @WECNuclear ride the updraft. Clip & save these milestones. 📌📈 **
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More from @FreiburgCoffeeC
Oct 13
1/23 🚨💥 A Canadian uranium player just made a bold move Down Under.
IsoEnergy (@IsoEnergyLtd) is acquiring Australia’s Toro Energy (@ToroEnergyASX) — a deal that could redraw the uranium map 🌍🧭
Here’s why the timing couldn’t be juicier ⏳🔥
2/23 Uranium is heating up 🔥⚛️
Prices rising 📈, utilities restocking 🏭, supply chains tight ⛓️
In this market, scale + multi-country reach win contracts 🌐✅
3/23 Iso’s pedigree matters 💥🧠
Backers helped build NexGen (@NexGenEnergyLtd) — a sector standout 🏆
Now Iso operates across Canada, the United States, and Australia 🇨🇦🇺🇸🇦🇺
Read 25 tweets
Sep 22
1/23 ⚡🚨 What if America’s most hyped uranium company has never delivered steady production — yet still calls itself the future of U.S. supply?
Meet Uranium Energy Corp ( $UEC) @UraniumEnergy — a story of ambition, politics, and risk.
#uranium #nuclear 💥🌍
2/23 🌍 Why this matters now: uranium prices are at decade highs 🔥.
Governments from Washington to Tokyo are scrambling to secure supply. Energy security is back on the agenda.
And $UEC @UraniumEnergy sits right in the middle.
#uranium #energysecurity ⚡
3/23 Unlike Cameco ( $CCJ @Cameco), which has steady Canadian mines, $UEC is a patchwork of U.S., Canadian, and Paraguayan projects.
The map looks powerful. The cash flows? Still fragile.
💥📊 #uranium #nuclearenergy
Read 25 tweets
Sep 5
1/23 🚨🔥 Bannerman Energy $BMN @BannermanEnergy just inked its FIRST uranium offtake deals with Tier-1 utilities — but here’s the twist: they don’t deliver until 2029… and include a shocking ±10% FLEX clause 😱⚡ What does it mean in a seller’s market? #uranium #nuclear
2/23 📊 Reality check: Etango (Namibia) isn’t at FID yet. Despite that, two Fortune 500 North American utilities signed binding contracts. That’s rare—and revealing. $BMN @BannermanEnergy #uranium #energy
3/23 🌍 Scale matters: Etango’s base case targets ~3.5 Mlbs U₃O₈/yr, with an expansion path outlined to ~6.7 Mlbs/yr post-ramp-up. $BMN @BannermanEnergy #uranium #mining
Read 26 tweets
Sep 1
🌍 A dusty mill in Utah, a collapsed merger, and a Nasdaq gamble. Anfield Energy’s story has it all—promise, peril, and politics. Here’s the full thread 🧵 @Anfield_Energy $aec
1/ ⚙️ Uranium is back in the spotlight. Prices rise, Washington frets over imports, and juniors like $AEC.V suddenly stand center stage. #Uranium #NuclearEnergy #U3O8
2/ 🚧 Anfield Energy owns the Shootaring Canyon Mill in Utah—one of only 3 licensed uranium mills in the U.S. Dormant for decades, it could anchor a domestic comeback. $AEC.V #Uranium #EnergySecurity
Read 25 tweets
Aug 29
1/12 ⚡🚨 BREAKING: Did Washington just put U.S. uranium on a federal FAST LANE? Dewey-Burdock won FAST-41—agencies get public deadlines and are on the clock. Is this when America finally gets serious about fuel security? 💥 #uranium #nuclear #energy
2/12 What’s FAST-41 in plain English? A single federal timetable where agencies coordinate and publish dates. Clarity, not shortcuts. ⏳✅ #permitting #policy
3/12 What it’s NOT: NEPA and environmental rules still apply. FAST-41 kills schedule fog, not safeguards. 🧭📅 #ESG #infrastructure
Read 13 tweets
Aug 18
0/ ⚛️ BIG MOVE: enCore $EU expands Alta Mesa with Tacubaya land grab 🚀 5,900 new acres right next to its uranium plant. Aggressive drilling starts soon. Here’s why this could be a game-changer 🧵 #Uranium #Nuclear #U3O8
1/ enCore $EU grabs 5,900 acres (Tacubaya) beside Alta Mesa CPP (18.08.25). Immediate adjacency = plug-and-play expansion into existing ISR facility. #Uranium #EnergySecurity #Nuclear
2/ Geology: stacked roll-front sands (A, B, Middle C, Lower C), first drilled by Chevron in the 1970s. Right on trend with productive wellfields. #U3O8 #UraniumMining
Read 10 tweets