In early June 2024, I had the pleasure of participating in a fireside chat with Amy Rotman during the 121 Mining and Investor Summit. We talked about Nucleation Capital and our thesis revolving around the importance of nuclear energy as a tool in the energy transition. I described some of the new technologies being developed or refined to make nuclear systems that are able to serve the needs of a much larger customer base than the one served by monopoly electric utility companies that wanted huge central station power plants. Industrial heat and electricity production on a smaller scale are driving forces leading developers to configurations that allow higher operating temperatures at lower pressures. We also talked about the business model innovations being pursued, including the idea of companies that build, own and operate fleets of nuclear reactors while selling heat and power under long term power purchase agreements. https://lnkd.in/ecg-grGx
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Another post in what is becoming a series on the economic benefits of maintaining existing nuclear reactors and building new ones. The McClean Lake uranium mine in Saskatchewan, which has been suspended since 2009 will begin producing After some significant R&D investments, Orano and Denison Mines Corp. are targeting production of 800,000 pounds of uranium oxide at the McClean North deposit in 2025. #Nuclear #NuclearPower #NuclearEnergy #Uranium #Mining #Saskatchewan #CleanEnergy #NetZero #NetZero2050 #Employment #Emissions #EmissionsReduction #McClean #RnD #Fission https://lnkd.in/dNBsjfg7
A restart 15 years in the making
magazine.cim.org
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Denison Mines was highlighted in The Globe and Mail special national feature, "Investing in Mining." From discussions around true 'energy metals' to clean electricity generation, uranium stands out as a crucial component in our journey towards sustainability. Denison's innovative and motivated approach, including our industry leadership in deploying in-situ recovery (ISR) mining in the Athabasca Basin, positions the Company to capitalize on heightened uranium demand. For those subscribed to the Globe & Mail, keep an eye out for today’s paper, available on newsstands now. 🔗 Read the full article here: https://lnkd.in/ejXh6uUn #DenisonMines #UraniumMining
Pioneering in-situ recovery in Canada to capitalize on heightened uranium demand
theglobeandmail.com
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Thanks @quakes99 for helping highlight once again that the world's largest uranium user, requiring ~47Mlbs annually, is almost entirely reliant on offshore supply. Conditions are finally right to rapidly correct this crazy situation so that the US uranium mining sector can once again realistically target achieving the 1980's historical production peak of over 40Mlbs p.a. https://lnkd.in/gW5qXZph
John Quakes (@quakes99) on X
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Today, there are 61 nuclear power plants under construction globally. Another 90 or so are in the planning stage and more than 300 have been proposed. There’s even a push to re-open old plants that had been shuttered years ago.
Deadly and Wildly Profitable, Uranium Fever Breaks Out
bloomberg.com
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#Flaring is methane burning to waste. it's been a #sustainability #energywaste problem Bitcoiners been banging on about for a decade! Now finally has attention thanks to 'new' tech like AI and #bitcoinmining. These are top 2 significant ways to monetize the uncaptured methane energy combined with datacenter on top. Now imagine the use of overnight surplus from nuclear.
Wyoming, nation’s top coal mining state, promotes climate-friendly plans | 60 Minutes
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The true potential of nuclear power is staggering! Find out more about more about what a small uranium pellet can do with Baselode Energy Corp. 😉➡️ https://lnkd.in/giWKE7r6 #news #mining #miningstocks #juniormining #stocks #investing #investor #miningnews #trading #daytrading #miningcompany #miningIR
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💡 Find out why uranium contract prices surged amidst supply uncertainty and AI-driven demand. Staying informed on critical market movements like these is essential. Understanding the interplay between supply uncertainties and technological advancements can give investors a significant edge. #Avestix #AVXI #Uranium #AI #GlobalIndices #Mining
Find out why uranium contract prices surged amidst supply uncertainty and AI-driven demand. 🤖 To stay ahead in the changing energy market, subscribe to Avestix Intell's Global Indices ▶ https://lnkd.in/gPRbHGCz #Avestix #AVXI #Uranium #AI #GlobalIndices #Mining
AI Boom Propels Uranium Prices — Avestix
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Why Cameco, Denison Mines, and Energy Fuels Stocks All Popped on Wednesday - https://lnkd.in/gxXiCRwK Uranium mining stocks surged higher on Wednesday, with industry bellwether Cameco (NYSE: CCJ) rising 8.2% through 2:11 p.m. ET, Denison Mines (NYSEMKT: DNN) doing even better with a 14.7% gain, and smaller Energy Fuels (NYSEMKT: UUUU) performing best of all -- up 17%.Investors are betting on a resurgence in demand
Why Cameco, Denison Mines, and Energy Fuels Stocks All Popped on Wednesday
investornewsblog.com
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#NWMO Releases Updated Research Reinforcing Confidence that a Deep #GeologicalRepository Can Safely Be Constructed | via #prospectornews #mining #investing #investors #juniormining #wastemanagement
NWMO Releases Updated Research Reinforcing Confidence that a Deep Geological Repository Can Safely Be Constructed
https://theprospectornews.com
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Laramide's Westmoreland Uranium Project in Australia is considered to be one of the world’s best development-stage uranium deposits not under control of a major mining company. The current JORC and NI 43-101 resource model defines 51.9Mlb U3O8 across three deposits. Internal review of the historical data, which was further encouraged by 2023 drilling, has determined that there is potential to significantly increase the size of the project at minimal expense, due to the shallow nature of the mineralization. While the current resource is substantial, we see the potential for significant growth that could serve to increase the attractiveness of the deposit, both economically and for the potential future benefit of western nuclear utilities and Queensland stakeholders. 2024 work includes revisiting the north-east section of the Murphy Project in the Northern Territory adjacent to the Queensland border which appears to be an analogue of Westmoreland. Today's news release with a description of the exploration program for 2024 is available at, laramide.com https://bit.ly/3x3ZbPU #uraniummininginAustralia #uraniumsupplyshortage #uranium $LAM
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4moThe Midland, MI nuclear power plant was designed to provide process steam to DOW Chemical across the river. The design utilized a tertiary loop to further isolate DOW. We know it can be done. Unfortunately, the plant was cancelled in the fall of 1984.