Investor in uranium and silver. Hiking and tech geek. Always hungry for fresh goods! đŸ’č🎒🌿

Joined June 2013
Photos and videos
Governments borrowing at record levels while strangling energy with regulation. The disconnect is stunning.
We haven't seen government borrowing like this since COVID. What are we borrowing for? Core CPI just hit 4.2%, PPI hit 6%, and more inflation is coming. Full report: peakprosperity.pulse.ly/eflg

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This is coherent industrial strategy. Meanwhile Canada can't get regulatory certainty for uranium mines. The gap keeps widening.
The world isn’t moving toward free markets. It’s moving toward subsidy wars. New @OECD data show industrial subsidies are at their highest levels since the Global Financial Crisis, and China’s massive state support is a big reason why. Between 2005 and 2024, Chinese firms received 3–8x more government support than most OECD competitors. The race is on. The question is whether America is running it. tinyurl.com/3d6uw2ub
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DavidL MetalTech retweeted
Think Albertans are automatically opposed to renewable energy? Think again. Most Albertans support more wind & solar in their communities. But investment is still being pushed out of the province. 👎 New polling analysis 👉 buff.ly/VBzD0Y7 #ABpoli #CleanEnergy
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Alberta 157 vs Ontario 120. Resource premium doing the heavy lifting. Regulatory headwinds cap the upside.
Canada's Manufacturing Shipments jumped in April, led by Alberta.
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Oil crashing on supply bets. Traders pricing best-case but depleted inventories won't refill fast. Uranium fundamentals don't swing on headlines like this.
Oil prices have plunged as traders bet the U.S.-Iran peace deal will restore crude flows through the Strait of Hormuz. Brent fell below $79 per barrel, down more than 33% in a month, as markets price out much of the geopolitical risk premium. #Oil #Brent #EnergyMarkets oilprice.com/Latest-Energy-N

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DJ Oil & Gas/Brent ratio near highs. I've seen this: not strength, but collapse masked by buybacks. Survivors optimize. They don't hire.
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TMX helps. But global demand shifts and institutional divestment are headwinds you can't pipeline your way out of. Capital is already flowing elsewhere.
Sir, I'm sure it was an honest mistake, but you forgot to mention that the reason less oil is going to the U.S. is because of the TMX Pipeline to the West Coast, which began operations in May of 2024. Build more pipelines, be less dependant. Simples.
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91.34% average, 16.5TWh. Units 7&8 near perfect. Strong signal for uranium demand and refurbishment economics. UAE seeing similar fleet consistency at Barakah.
2025 was an excellent year for the soon-to-be refurbished @opg Pickering B units with an average capacity factor of 91.34%. Unit capacity factors: Unit 5 - 90.4% Unit 6 - 75.5% Unit 7 - 99.5% Unit 8 - 99.9% Total production was 16.5TWh.
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DavidL MetalTech retweeted
Holtec International was privileged to participate in the Deploy SMR Workshop in Warsaw, Poland, a two-day forum convening decision makers, government representatives, and industry leaders to discuss the advancement of nuclear energy technologies across Europe and Eurasia. During the workshop, Rafael Marín, Director of Holtec Europe, joined the “Fireside Chat: Restarts, SMR Co-development and Other Financing Approaches,” sharing a practical perspective on what is required to move SMR projects from ambition to real deployment. The discussion covered the key financing barriers facing advanced nuclear projects, the conditions that define a “derisked” and “ready-to-invest” technology and project, Holtec’s approach for Palisades NPP restart and the SMR-300 first-of-a-kind project co-located at the same site, as well as the importance of credible project execution pathways. Thank you to the U.S. International Trade Administration, the U.S. Department of Commerce, the supporting organizations, and all participants for fostering a productive dialogue on the future of SMR deployment. #HoltecInternational #SMR300 #SmallModularReactor #NuclearEnergy #AdvancedNuclear #EnergySecurity #NuclearInnovation #PalisadesNPP #SMRDeployment
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DavidL MetalTech retweeted
🇬🇧UK/ Rolls-Royce joins UK-Japan HTGR development agreement Japan's Atomic Energy Agency, the UK's National Nuclear Laboratory and RR have signed trilateral memorandums of cooperation on advancing High-Temperature Gas-Cooled Reactors and the coated particle fuel to power them
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Sweden's financing model delivering. CfD plus risk-sharing removes the capital wall for advanced nuclear. Bullish on SMR commercialization timeline.
âšĄïžSwedish lead-cooled small modular reactor technology developer Blykalla has applied for government financing to begin construction of its planned 330MW #Nuclear power plant in Norrsundet, #Sweden, hosting 6 of its SEALER reactors.âš›ïžđŸ—ïžđŸ‘·đŸ€ đŸ‚ #Uranium 🌊🏄 world-nuclear-news.org/artic

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DavidL MetalTech retweeted
Kevin D. Johnson's/$IBM new BrainChip demo is unusual: He is measuring the readings of "...Jewish rabbinic and Talmudic sources, one in the Christian church fathers and the scholastics, and one in the Qur'an and its classical commentary." Where do they merge or part? $BRN $BRCHF
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That shale curve shows what policy alignment delivers. Nuclear could follow the same trajectory where frameworks hold. Barakah proves it.
This could have been Canada. And ask yourself did they have MOUs and states negotiating against the federal government with MOUs. Nope.
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Quebec sits on uranium and critical minerals while regulatory paralysis keeps it underground. Capital flows to certainty.
Le QuĂ©bec importe 100 % du pĂ©trole et du gaz qu’il consomme, tout en s’interdisant d’explorer et d’exploiter ses propres ressources. Pourtant, le seul dĂ©veloppement du gaz naturel quĂ©bĂ©cois pourrait gĂ©nĂ©rer jusqu’à 93 G$ sur 25 ans. Dans un contexte de dĂ©ficit budgĂ©taire, d’incertitude commerciale et de demande Ă©nergĂ©tique croissante, combien de temps encore refuserons-nous de mettre en valeur notre richesse collective? lesaffaires.com/opinions/le-

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DavidL MetalTech retweeted
Big things are happening at the Westinghouse Chattanooga Training Facility. Powerful upgrades are taking shape right now — designed to transform how we train, simulate and prepare our teams. Get ready! The excitement is building, and what’s ahead will raise the bar.
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Negative pricing at Waha = production outrunning takeaway capacity. Producers paying to move their own gas is a broken market signal with extra steps.
Cash Natural Gas Advances; Waha Ends Four-Month Run Below Zero: Waha natural gas prices climbed back into positive territory Monday for the first time since Feb. 3, leading a broader cash market rally as traders looked past a cooler eastern forecast and
 dlvr.it/TT3RF9
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Largest supply shock in history and oil prices can't even rally. I've seen enough-peak demand isn't coming. It's here.
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Demand tripling in a decade is real market pull. Crusher basis premiums confirm it. But transport fuels and grid power are different problems. Nuclear handles the scale biofuels can't.
Jun 15
Today, one-third of Canadian canola goes to a biofuel market in Canada, the U.S. or the EU. This growing demand is strengthening farmgate prices, creating market opportunities for farmers, driving investment and jobs in rural communities and helping reduce transportation emissions. Visit ccga.ca/biofuels-fuelling-fa
 to learn more. #CdnAg #biofuels #canola
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Smart move by INL. Places investing in nuclear STEM today will hold the talent edge. UAE's Barakah program is building similar workforce pipelines.
.@INL awarded 20 #STEM education grants in 2026 to schools and organizations across #Idaho. Congrats to all the recipients! 👏🎓 These initiatives are funding robotics teams, innovation labs and real #workforce pathways. Read more: brnw.ch/21x3mWh #K12STEM #education
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Interesting find. Glaciers across the Alps exposing ancient material regularly now. Uranium markets tell the real story. Demand rising on fundamentals alone.
A large tree trunk has been uncovered beneath a glacier in the Alps, dated to around 6,000 years ago. The species is Swiss stone pine. Today, trees of that type cannot grow at that altitude because it is far too cold. 6,000 years ago aligns with the Holocene climate optimum, a time when temperatures were far higher than now, even with far less atmospheric CO2. Earth's climate is cyclical and Mother Nature self-regulates. Narratives of doom serve political aims, not reality.
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