Michael Fox’s Post

NexGen Energy Ltd. (ASX:NXG) is moving to the final steps of the federal approval process for its Rook I Uranium Project. https://lnkd.in/gs6giQ2t #miningnews #canada #uranium #asx #mining

The geopolitics of nuclear energy and the uranium supply chain are catalyzing the growing related trend in M&A deals.

This month's Uranium Exploration Update newsletter is now available, gathering information on what's happening with #uranium #exploration companies, including its monthly news, #stock performance as well as the spot and long-term U prices. https://lnkd.in/gxn-2-HC

As the world re-embraces nuclear, expect these prices to continue increasing and securing a consistent supply will definitely point toward intentions; this will compel friendships, both old and new. #uranium #nuclear #nuclearpower #nuclearenergy #supplyanddemand #alliances https://lnkd.in/eSFrgQX6

Nuclear power and uranium - what you need to know https://lnkd.in/gGxBTh-N #Nuclear #NuclearEnergy #Uranium #Mining

With the Sprott Uranium Trust's discount to NAV at a near YTD high, notable events this past month included: 1) The Department of Energy's $3.40B RFP for low-enriched #uranium . 2) Renewed M&A in the Athabasca Basin via Paladin Energy's takeout bid for Fission Uranium (fair bid, we don't envision any competing bids). Spot uranium ended the month of June -4.5%, settling at $85.50 per lb (Numerco). **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** https://lnkd.in/gZbH4h4d #equityresearch #investmentbanking #nuclear #greentransition #zerocarbon #economics #mining

#NuclearPower has learnt the lessons from the recent #EnergyCrisis and is creating new business cases beyond simple #ElectricityProduction!!! #SMRs, #SFRs and other #GenIV reactors can provide additional avenues to monetize not only its #Electricity but also its #ThermalEnergy, #Steam... This new potential to support among others #IndustrialProcesses, #Mining, #DistrictHeating, #Cogeneration, #Desalination, #ProcessHeat will help to unlock opportunities for continuous #NuclearPowerProduction during on- and off-peak hours and will also provide additional revenues to enable the development of such #NewNuclearProjects...

Uranium exploration advances! Standard Uranium secures up to $1.6M in financing to boost their projects and exploration efforts. A step forward for the nuclear energy sector: https://ibn.fm/GO7ui #Uranium #NuclearEnergy #MiningNews #EnergyInnovation #CleanEnergy

Talk about off-grid power sources... now we have micro reactors that could be deployed for #mining , #exploration , #drilling , remote settlements, or even singular industrial heat source. Factory built nuclear is the way to go with these smaller (micro) reactors that are so versatile and mobile. In this way, mining could truly achieve a #carbonzero loop. Everything that goes into building these reactors could come from mining, support mining, and perpetuate safe, sustainable mining efforts. And all of this could be done here on U.S. soil. Let's do it! https://lnkd.in/gu8TVC69

Invest in Build Fusion energy generators Your talk is Nuclear (meaning only Fission) and fails to talk about fusion. https://lnkd.in/ge_aeX7M The nuclear fission industry is, ignorant of what's happening around you. Pull your uranium heads out, start adjusting your industry to fusion energy and start preparing to enter the commercially growing fusion energy industry. As it dawns on Earth like the sun. Great Headline Guardian on Nuclear fission. https://lnkd.in/g8sMZtpR Fission is moving towards obsolescence at an accelerated pace, as it is "out of step, out of time, out of place," and merely a temporary industry globally. https://lnkd.in/gbd_mZqk Commercial fusion electrical generation is a promising innovative sustainable and clean energy method. By 2028, Helion is expected to start producing electricity from its first fusion commercial power plant, which will provide electricity to Microsoft. The plant will produce at least 50 MWe after an initial ramp-up period. https://lnkd.in/gY9J3MQY Now see what news is happening in the Fusion industry in the world. https://lnkd.in/g9hMBD7a As fission trebles, fission fuel shortage is increasingly real, as linked below. https://lnkd.in/gze5rwpr https://lnkd.in/gq9FnRCT