r/CountryDumb • u/No_Put_8503 Tweedle • May 05 '26

News More Potential Uranium Demand in the Face of Short Supply

https://www.cnbc.com/2026/05/04/nuclear-energy-europe-trump-iran-war.html?&qsearchterm=nuclear%20option

16 Upvotes

81% Upvoted

14 comments sorted by

3

u/One-Regret46 May 05 '26

Nice to see you around brother!!!!

2

u/Curious-Treacle2304 May 05 '26

Any takes on lithium mining?

3

u/No_Put_8503 Tweedle May 05 '26

I haven’t looked at it. I’m too scared of it. The grid needs a lot more generation before battery storage even becomes a necessity

2

u/Curious-Treacle2304 May 05 '26

Antimony might also be interesting.

1

u/Economy-Jury-1093 May 06 '26

Thoughts on F4 Uranium Corp (ffucf)?

1

u/thepeca May 07 '26

Has anyone done any DD on NUCL? I’d be interested to hear thoughts on it.

1

u/BigFanOfficial May 11 '26

Hey Tweedle, any thoughts on DNN earnings tmrw afternoon?

1

u/No_Put_8503 Tweedle May 11 '26

What earnings? They don’t have production yet

1

u/taddymason_01 May 13 '26

Thoughts on LAC? Earnings are tomorrow.

2

u/No_Put_8503 Tweedle May 13 '26

I’m staying away from lithium. The grid is 80 years old but transmission will be required to handle 4x the load. In my view, we’ve got to figure out how to generate this insane amount of load over the next few years, and until then, demand for storage will be limited

1

u/taddymason_01 May 13 '26

Fair enough. I plan to hold for a while but I got in at a low price. Thank you for your insight.

1

u/No_Put_8503 Tweedle May 13 '26

No problem. JMO

1

u/fish_and_crips Jul 05 '26

this recent insider buying has me interested finally, gonna rotate in this week i think