Crux Investor
@CruxInvestor
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How to Invest like a Professional
The Con - a FREE educational series
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China to build 150 new nuclear reactors worth $440bn in next 15 years. This is more than rest of world has built in past 35 years. Focuses on energy crisis prevention and decarbonization. Other countries should pay attention.
#nuclear
#energy
#China
#decarbonization
84
562
2K
Big news this week was volatility in Namibian uranium stocks after Bloomberg published an article suggesting Namibia was joining the likes of Zimbabwe, Indonesia & Chile with a proposed government policy that would nationalise the mining industry.
@brandon_munro
clears this up.
3
27
187
⚡️Major shakeups in the
#Uranium
Market: Russian entities potentially secure a 49% stake in the world's largest uranium mine, Budenovskoye, despite internal management dissent at Kazatomprom. Global uranium supply dynamics set for a shift?
More here👉
5
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Discover the changing dynamics in the nickel market as Russia and China make their mark on prices and supply. Stay informed!
Watch here:
Read here:
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Uranium, Niger, and geopolitics. It's a complicated game that's unfolding right now.
And it's going to impact the world's nuclear energy landscape in ways you can't even imagine.
Want to know how?
First off, let's talk about Niger. It's caught in a political turmoil that's…
3
18
154
Get the latest insights on the
#uranium
sector from this week's Energy Show! 📽️🎙️
@brandon_munro
and
@MoshiGordon
dive into:
🐂Why new investors are bullish on uranium in spite of recent quietness in the market
⚠️Factors causing the temporary lull.
📈But spot price is on…
6
19
151
🇫🇷 Milestone Alert: Tricastin 1, after 40 years of robust service, receives France's nuclear regulator's blessing for another decade. A significant moment for the French nuclear sector!
Watch here:
Listen here:
1
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146
🔧 Still no momentum in China's nickel sulphate but more direct utilization of nickel. Watch this Battery Show to stay ahead of trends in battery technologies! 🔋
Watch here:
Listen here:
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💬 Wealth and Wisdom: Gina Rinehart, Australia's top magnate, champions the cause for Nuclear Energy. A profound shift for the energy landscape down under? Share your thoughts! 🌏
Watch here:
Listen here:
2
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144
Ever thought about investing in junior mining?
It's a game of patience, strategy and understanding the nuances of the industry.
Here's what one can learn from top industry players:
First off, investing in junior mining is a long-term game.
As Hayden…
1
13
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🚨 Pt2 of this weeks' Energy Show Just Released.🚨Brandon returns to give his thoughts on recent market news:
- Uranium spot price hits 12-year high of $73/lb recently before pulling back to $70/lb 📈 Still early days in seasonality, more upside ahead?
- Utilities racing back…
3
17
140
Ever wondered why lithium is all the rage these days?
Turns out, it's not just because of the EV revolution.
Here's what three CEOs of lithium companies have to say about it and why you should care.
According to Steve Hansen, CEO of
@ACMELithium
,…
0
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📈 High nickel cathode material production on the rise in Korea, while FPX Nickel faces a significant 33% drop this week. Get the full analysis on The Battery Show! 🌍
Watch here:
Listen here:
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📈 Global nickel trading remains steady around $21,000, while inventories at the LME continue to decline. Despite discussions of potential surpluses, the market shows resilience.
Check it out here:
Read more:
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Did you know Australia's richest woman, Gina Rinehart, is pushing for nuclear energy?
And that's not all.
There's a lot happening in the uranium sector right now that you should know about.
Let's dive in:
Brandon Munro discusses how the uranium…
2
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131
Nickel price bounced off support at $17,000/tonne. Forecasts see demand reasserting in Q1/24 as supply tightens. Could this be an opportunity? 📈
@CanadaNickel
CEO Mark Selby updates on us on the latest in
#nickel
:
4
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As China's hold on the rare earths supply chain continues,
@Energy_Fuels
and other Western companies are stepping up to develop their own capabilities, ensuring a more secure and resilient future.
Watch here:
Listen here:
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135
📈 Nickel prices have been hovering between $20,000-$22,000 ($9-$10/lb) since early June, occasionally dipping below the $9 mark. Stay tuned for what this means for the market!
Watch & read here:
Listen here:
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Big news in the world of Nickel!
Cartels, price hikes, and strategic partnerships.
If you've been keeping an eye on the Nickel market, you'll want to read this.
THREAD 🧵
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Nickel prices have recently declined to the lower end of the $20-$22,000 range, largely influenced by China's deflation concerns and persistent low LME inventories. Notably, China's crude stainless steel production experienced an 8.2% growth in the first half of 2023, with the…
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This week on the Crux Battery Show:🧐
💲Prices and Outlook
- Nickel prices have pulled back to $19,500/tonne but expected to bottom around $17,500-18,000/tonne over next 2-3 months
- This is a short-term dip before prices recover back above $20,000/tonne in 2023 on EV demand…
1
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⏰Reminder: Analyst's Note Is Now Live And In A New Home!
🚀New Release: We run the rule over $ARTG
@ArtemisGoldInc
in our 2nd note for 2024, scrutinizing their Blackwater mine plans and valuations in-depth. Get the real gold on this ambitious phase expansion now. Subscribe 👉…
8
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🙊 In the Nuclear Debate: Chris Bowen faces critique after sidestepping nuclear considerations. With Deutsche Bank’s chief economist posing an essential question, the conversation deepens. Dive in here:
Listen here:
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121
Japan Nuclear Plants Undamaged After Earthquakes; Government Still Committed to Nuclear Expansion
Japan's
#nuclear
power plants reported no abnormalities or damage after a series of strong earthquakes struck the country's west coast on January 1st, 2023. The Nuclear Regulation…
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Gold. It's been around for ages, revered by many, but what is its role in today's economic landscape?
Let's dive a bit deeper and unravel the mystery of gold's significance:
Gold has a rich history. Did you know it's been traded in vast volumes since…
1
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The 'Great Convergence' in Battery Metals: Sulphate and NPI discounts decrease as nickel prices continue to decline. Watch for further compression of discounts this week. Exciting times ahead!
Read the article:
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Our Top 10 Experts for Investing in
#Uranium
Brandon Munro
@brandon_munro
John Quakes
@quakes99
WNA
@WorldNuclear
Grant Chalmers
@GrantChalmers
Mike Alkin
@FootnotesFirst
Adam & Art
@SegraU3O8
Nick Touran
@whatisnuclear
David Hess
@6point626
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⏰ The spot price of uranium is slowly creeping up, showing promising signs for the industry. 📈 Let's keep an eye on the hockey stick reaction 🏒
Watch here:
Listen here:
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Dive into an enlightening discussion Geoff Atkins, where he discusses the delicate balance of market demands vs. operational demands when establishing a critical minerals company.
The crux of the conversation? How to successfully transition a company…
0
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Watch this
#uranium
market guru breakdown how the uranium sector is and will unfold.
Uranium is the thematic which is attracting generalist funds, so maybe it's time to get positioned for the upside.
@MoshiGordon
#nuclearenergy
3
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113
🍴 Did you know? Stainless steel prices are on the rise in multiple markets! This could signal better overall market conditions. Dive in to learn more!
Watch & read here:
Listen here:
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⚙️ Stainless steel accounts for more than 2/3 of global nickel demand. With rising production rates, we might see an uptick in demand for the rest of the year! Stay informed.
Watch & read here:
Listen here:
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🌏 While there's been some market weakness in China, their stainless steel production surged by over 11% in the first half of 2023. Global implications? Let's discuss!
Watch & read here:
Listen here:
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105
🚫 Don't buy into fearmongering about the release of Tritium water from Fukushima. IAEA safety review endorsed Japan's plan as consistent with safety standards. Let's trust science! 👩🔬🔬
Watch here:
Listen here:
1
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Exciting news in the world of Uranium and Nuclear!
Innovations are shaping the sector in unimaginable ways.
Let me share some of the intriguing highlights with you:
THREAD 🧵
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🏅 Nearly two years ago, we published Analyst's Notes on four junior mining companies. Now, we're taking a closer look at their journey since then. Which companies have struck gold, and which have faced challenges? 🤔 Sign-up or Sign-in for FREE and see our review of our review!!…
9
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🔔Price Update: Nickel bouncing off that $20,000 level. Bulls vs Bears, quite the spectacle! But Nickel continues to hold up. 📈
Watch here:
Listen here:
0
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This week's Moonshots & Fizzers: Russia and China’s Race in securing Kazakhstan’s Uranium.
@brandon_munro
&
@MoshiGordon
share their thoughts and speculations.
Check it out here:
Read here:
0
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📊 With LME inventories near multi-year lows, the nickel market is something to watch closely. Is a change on the horizon?
Watch & read here:
Listen here:
1
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98
🚗Toyota News: Stepping up the game in EVs with solid-state batteries by 2027. Expected to have 1000km range and recharge in 10 minutes or less. Exciting times ahead!
Watch here:
Listen here:
6
28
95
Crux Investor: Jumping on the
#uranium
bandwagon before it was a bandwagon.
Uranium expert's couple of insights you won't have known...
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🔒 The utilities' security of supply is a looming concern, signaling a potential problem down the line. ⚠️ It's time to address this issue and ensure a stable uranium market.
Watch here:
Listen here:
1
5
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Nuclear power has momentum in the global energy transition! 🌍 Nations are reassessing the benefits of achieving carbon neutrality. Explore the complexities & controversies in this important industry.
Watch here:
Read here:
6
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📈
@IdeonInc
is helping mining companies meet the 500% increase in critical mineral demand required over the next 30 years, by using "muon tomography" - similar to medical imaging - to create detailed 3D models of what's beneath the earth's surface.
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PDAC time. Leaving a cold & wet UK for a cold & wet Toronto. 44 meetings, 12 drinks functions and 5 dinners with 23 CEOs.
@the_PDAC
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🌍💡 Join the nuclear energy revival! Uranium prices are on the rise, signaling a promising investment opportunity for those seeking sustainable power solutions.
@brandon_munro
speaks to this.
Watch here:
Read the article here:
0
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🇨🇳Chinese market impact on Nickel? With stainless demand diversified and growing consumer-driven society, the slowdown in China isn't going to affect global demand growth significantly. 💪
Watch here:
Listen here:
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🚨Another Battery Show in the can, and for investors interested in this space, we discuss news regarding "Entities of Foreign Concern" which we think will be crucial in understanding how nickel supply/demand dynamics at country & company level might play out in the coming years.…
4
5
89
📢 Dive into the world of copper with Hayden Locke, CEO of
@Marimaca_Copper
! Uncover geological transformations of copper, from oxides to sulfides, and their impact on extraction and production methods.
Watch here:
Read here:
3
8
91
🇨🇦 Canada's ambitious nuclear plan: Ontario government supports nuclear expansion at the Bruce Power site, eyeing to create the world's largest nuclear power plant. Go Canada!
Watch here:
Listen here:
0
6
90
Sweden's reversal on nuclear close-out decision shows their commitment to logic & environmental impact. 🌱 They're opting to retain nuclear power, creating a positive shift in the global nuclear landscape.
Watch here:
Read here:
1
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89
🌟 Discover the insights from Geoff Atkins on investing in rare earths! From supply chain dynamics to financing challenges, gain valuable knowledge for a successful investment journey.
Watch here:
Read here:
3
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Uranium is a once-in-a-generation investment opportunity as it enters a long bull run. Don't think of it as a commodity.
#uranium
@MoshiGordon
3
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93
📈 Nickel prices continue to hold steady around 20-21k tons, with inventories declining. The compression in supply is shaping the market.
Watch here:
Listen here:
0
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41 interviews, 7 bank meetings, 200 jolly uranium insiders at a pub, 4 govt ministers, 6 groups interested in our Chilean copper project, 23 bottles of wine, 3 bottles of sake, more steaks & fois gras than is safe to eat, 5 hrs sleep per nights, many Cruxies. Over & out.
7
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African uranium production is often dismissed. There's a narrative of political instability & low-grade ore that distracts from the reality.
But, there are many signs that the next generation of uranium producers will come from Africa. Here's why:
7
23
87
Fidelity's recent $300M investment in
@Paladin_Energy
shows that big money is paying attention to the uranium thematic. More to come?
Watch & Read the latest Energy Show with Guy Keller, here:
3
16
89
.
@sovereignmetals
secures a $40 million investment from strategic partner, Rio Tinto PLC. The focus lies on the Kasiya Project in Central Malawi, housing one of the largest graphite resources globally.
Watch here:
Listen here:
1
13
86
🤝 Exciting times ahead! Lotus Resources & A-Cap Energy are merging. Lotus acquires all A-Cap shares, uniting two uranium projects in Africa. The future of uranium looks bright! 🌍
Watch here:
Listen here:
2
15
86
This week on the Energy Show...
It's crucial to look at the political & legal aspects of recent events in Namibia. Lucky to have
@brandon_munro
share his expertise on the matter.
Check it out here:
Read here:
3
3
77
So if you like Small Modular Reactors (SMR), you’re going to love these.
Californian company NDB make batteries from
#nuclear
waste that could last 28,000 years.
@MoshiGordon
#uranium
11
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Discussions are underway among nickel analysts and countries like Indonesia to potentially form a nickel cartel. 🤝🌍 Stay tuned for stable prices and controlled supply!
Watch here:
Listen here:
0
3
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🌍 Nuclear energy is making a global comeback! Discover the key highlights from the latest Energy Show with
@brandon_munro
. Gain insights into nuclear reactor restarts, market strategies, and more.
Watch here:
Read here:
2
7
82
📈 Nickel prices break $20,000! The mark not hit since 2021 could be thanks to Chinese economic recovery, strong battery demand, or a pause in interest rate hikes. What's next for the nickel market?
Find out here 👉
2
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Some fantastic conversations today - be sure to keep your eyes open for these interviews in the near future 👀
📸:
@DeepYellowLtd
, $LPD,
@GoviExUranium
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81
Potential for Big Uranium Price Move in 2024
Why It Matters: The
#uranium
market's supply-demand fundamentals point to a potential price spike as a significant deficit collides with rising demand from a nuclear energy resurgence.
Context: The uranium spot price has pulled back…
2
17
81
Imagine a world where geopolitics, uranium, and energy production collide.
Ever wondered what's going on in the Uranium macro today?
Buckle up, we're about to dive in.
Let's kick off with Niger. It's a live situation, with potential government changes and possible…
3
7
77
❓ The burning question of the week: 'What do you make of CNUC going back into Niger?' Your thoughts?
Watch here:
Listen here:
0
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👀
See what else stakeholders and investors in uranium have been saying to
@brandon_munro
in our latest Energy Show.
1
19
77
Copper Bottomed - exclusively on Crux. It's pretty good, but don't take our word for it
@jasonblundell6226
"I am really enjoying these copper updates. It is great to have a geo breakdown each announcement and highlight relevant points. Much appreciated."
@georgeholloway3981
…
2
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Copper production takes different routes! Learn about the process that yields high-grade copper cathodes from oxides and the transformation of sulfides into concentrates. 🏭⚡️
Watch here:
Read here:
0
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🏭 $PEN
@PEN_Energy
reshaping its
#uranium
production plans for 2024 at the Lance project. Targeting 2M lbs/year production 2025 and onwards. 📈
4
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78
Which minerals are expected to see significant demand for energy production through 2050?
#energy
#technologies
#minerals
7
23
72
Sweden Plans Major Nuclear Expansion to Meet Energy Goals
Sweden's commitment to
#nuclear
power is growing as it seeks to meet climate and energy goals.
After phasing out nuclear construction for decades, Sweden is now working to restart its nuclear industry. Pro-nuclear…
7
13
77
📉 Primary uranium supply has fallen with mine closures. 📈But demand is rising as new reactors come online and others are extended. This growing mismatch signals positive price momentum.
Siobhan Lancaster of
@92_energy
returns to the Energy Show to break down U demand and her…
4
21
72
Commodities will be the best-performing asset class once again in 2023, handing investors returns of more than 40%, according to Goldman Sachs Group Inc.
What do you guys think?
6
12
77
Economics in copper mining: oxide vs. sulfide projects! Delve into capital costs, net production costs & economic attractiveness of both types. Learn how by-product credits can impact sulfide production.
Watch here:
Read here:
0
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73
📢 Exciting insights from Mark Selby, CEO of
@CanadaNickel
! Discover the latest developments in the nickel industry and the progress of key projects. Get a glimpse of the industry's potential and impact!
Watch here:
Read here:
2
3
72
A good, clear and telling conversation with John. Uranium is about to light up.
2
6
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📯Tune in to this weeks Battery Show📯
📈 We get an update on the nickel market:
- As expected, nickel trading down to $18-19K/tonne range with more supply coming to LME
- further move down to $17.5K over next 6-8 weeks as 10-20K tonnes hits LME, then what? We discuss...
🌎…
0
6
64
💡 Orezone Gold: A golden opportunity or persistent challenges?
🌍 Political risk
💸 soaring costs
🔬 geological complexities
We scrutinize every aspect of the Bomboré project. 📊 Updated data, unvarnished insights. Read now and stay informed!
4
9
71
Stephen Roman, President and CEO of
@AtomicCorp
joins us to give an overview of the company’s last capital raise and share the reason why people are flocking to the uranium space.
Watch here:
Listen here:
$GLO
6
20
73
📈 Uranium prices up 50% this year while most commodities are down. Major institutions taking notice of the uranium sector, as well as generalists seeing
#uranium
as a unique opportunity.
Watch here:
Read here:
1
11
73
Global Atomic Establishes New Niger Supply Route, Set to Resume Mine Development
Canada's Global Atomic has secured an alternative supply route to its Dasa uranium project in Niger, enabling the company to resume critical underground development once the route is deemed…
1
12
72
Ferg's Undesirables: Down the pessimistic rabbit hole with John Polomny
@trader_ferg
&
@JohnPolomny
2
4
69
Nickel prices are on the rise! 📈 Testing the $9.00/lb mark, the industry anticipates further traction by year-end. Explore the dynamics driving this surge and the impact on the Electric Vehicle market.
Watch here:
Read here:
0
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In addition to company analysis, our FREE Analysts Notes also help you understand technical subjects in a way that you can apply to any company in your portfolio.
#copper
#gold
#silver
#uranium
#nickel
#tin
#lithium
@MoshiGordon
#EducationMatters
2
11
67
💰
@sovereignmetals
secures funding for next phase of Kasiya project. Rutile market, here they come! 🌐
Listen here:
1
4
65
📣 Stephen Roman, President & CEO of
@AtomicCorp
, updates on current operations amidst political changes in Niger. Stay tuned for more! ✨
Watch & read here:
Listen here:
4
6
68
🇮🇩 Gain valuable insights into Indonesia's perspective on the nickel market. Discover their strategies to maximize value, expand the battery supply chain, and navigate the evolving mining landscape.
Check it out here:
Read more:
1
2
65
ASX Uranium Juniors - What Do Retail Investors Need to Know?
@Lotus_Resources
, Peninsula Energy,
@AlligatorEnergy
3
12
67
Ever wondered what's happening in the world of nickel at the moment?
Let's dive into some intriguing updates and insights on the nickel market and the battery metal stocks.
Nickel prices have been relatively sideways, hovering around the $21,000 a ton…
1
6
63
🌍 Discover the insights of an industry insider on the ultimate energy transition! Get the scoop on nuclear energy's role and the uranium mining sector.
Watch here:
#EnergyTransition
#NuclearEnergy
#UraniumMining
1
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Stay informed about the evolving needs of OEMs in the rare earth industry! Geoff Atkins discusses stable pricing, reliable supply chains, and the growing importance of sustainability considerations.
Watch here:
Read here:
0
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🤝 Join the conversation on sustainable supply chains and responsible mining! Geoff Atkins emphasizes the importance of traceability, environmental controls, and community engagement for the future.
Watch here:
Read here:
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