SmithWeekly retweeted
Ivanhoe Mines President & CEO Marna Cloete sat down with @SmithWeekly's Andrew Weekly for a wide-ranging conversation ... Kamoa-Kakula smelter ramp-up, updates on Platreef and Kipushi, and what's next in our exploration pipeline. Full conversation in the link.
🎧youtu.be/GX53Z6yREg8
SmithWeekly retweeted
Earlier this week, @uraniuminsider and I connected with Andrew Weekly @SmithWeekly for a general discussion on the #uranium sector amidst the tensions in the Middle East.
open.spotify.com/episode/2qJ…
SmithWeekly retweeted
The world has spent approximately $6–7 trillion cumulatively on wind turbines and solar panels. With that amount, we could have built up to 1,400 standard nuclear power plants (each with ~1–1.2 GW capacity, typical for modern large reactors). With proper maintenance, safety upgrades, and regulatory approvals, many nuclear plants last 60 years- 80 years or more. A typical wind or solar farm lasts about 20 years, meaning we would need to spend up to $21 trillion to produce the same energy as nuclear. With $21 trillion, the world could theoretically fund up to 4,000 nuclear power plants.
Now lets talk about wind turbines.
Without the Production Tax Credit (PTC), many wind farms were not economically viable from electricity sales alone, due to high upfront costs, intermittency (requiring backup power), and competition from cheaper sources like natural gas. The tax credits effectively offset a significant portion of costs—in some cases covering much or all of the investment for tax-liable entities—turning otherwise marginal or unprofitable projects into attractive ones. Are you seeing the scam? It's time to start building more nuclear and less of these green dream turbines and solar panels.
SmithWeekly retweeted
ICYMI: Our CEO, Dan O'Flaherty, chatted with @SmithWeekly last month about Versamet, the royalty sector, and what to look forward to in the coming months.
Listen here: youtu.be/1-0Jx7WCjT0?si=LeRb…
SmithWeekly retweeted
Utilities could be looking to contract more #uranium than they need with various suppliers 📝
Discussed this with @SmithWeekly, we could see backup contracting to increase supply certainty when dealing with multiple uncertain supply sources (i.e. brownfield restarts, greenfield)
SmithWeekly retweeted
In an extensive new interview of Andrew Weekly of @SmithWeekly Research📚🧐 by @SWReports📖 he shares a plethora of valuable insights on #investing strategies & unpacks why the "Setup in the #Uranium Market is Among the Best Commodity Cases"🏆 #Nuclear!🤠 streetwisereports.com/articl…
SmithWeekly retweeted
We had a fantastic, in-depth discussion with @BramVanderelst in today's members webinar. The recording is available for UI members on our website, and can be viewed here:
bit.ly/3MPEcWM
SmithWeekly retweeted
"Here's the good news...we're at the early innings of a term contracting cycle, we've got a massive stock of uncovered requirements ahead of us, we've begun to contract more but we're not even at replacement-rate yet. We have to be above replacement rate before we're even remotely talking about building new inventories, and we're at the highest uranium price we've ever been at in this term of the cycle."
- Grant Isaac in his latest interview with @SmithWeekly
SmithWeekly retweeted
The International Hypocrisy and Ignorance Conference Begins!
sovereignman.com/trends/the-…
SmithWeekly retweeted
$EQX’s Santa Luz Mine in Brazil has achieved commercial production.
Read today’s PR: equinoxgold.com/news/equinox…
SmithWeekly retweeted
#SaudiArabia's #Energy Minister says the Kingdom plans to develop 'huge' #uranium resources in an energy diversity push, supporting plans for 17GW of new #Nuclear reactors by 2040. (There are no official figures on Saudi Arabia's uranium reserves.) ⚛️🏗️🌞spglobal.com/platts/en/marke…
SmithWeekly retweeted
Replying to @Au_YeahBaby
In the junior natural resource sector...a lot of paper.
SmithWeekly retweeted
Visualizing China’s Evolving Energy Mix ⚡
elements.visualcapitalist.co…
SmithWeekly retweeted
Singapore dealer prepares vault for 15,000 tons of silver trib.al/zpGn6nn
SmithWeekly retweeted
Must listen to @SmithWeekly on Lumina Gold $LUM.V. Watching for possible acquisition post-election in Ecuador #gold #copper
youtu.be/lGHj8rjDFGA
SmithWeekly retweeted
Hugh Stuart of #gold explorer developer @montagegoldcorp will be on the show in January to discuss the company, ongoing field work, and plans for $MAU in 2021 to rapidly advance the Morondo #gold project. Questions for Hugh welcomed: bit.ly/Contact-SWR
SmithWeekly retweeted
$EQX and @PremierGoldMine this morning announced a friendly acquisition whereby $EQX will acquire all shares of $PG. The companies will host a conf call / webcast today at 7am PT (10am ET). Login details here bit.ly/2H8ekST, press release here bit.ly/3oVJn8p
SmithWeekly retweeted
On December 3, 2020, Ivanhoe proudly released a video site tour of the world-scale Platreef #palladium, #platinum, #rhodium, #nickel, #copper and #gold project.
Please view the #HD version below:
vimeo.com/486890166?ref=tw-s…
SmithWeekly retweeted
1 more week before the Platts Uranium Pricing during Turbulent Times webinar. Get updates on current market dynamics, the latest industry pricing and news from our Platts #Nuclear #Power team. Sign up now: plts.co/4EVP50BGWFP
SmithWeekly retweeted
FTMIG hosted a uranium roundtable event on Wednesday, July 29th to discuss the Cameco Q2 earnings conference call. Our Q1 event was well attended and had some great discussion.
@SmithWeekly @uraniuminsider @TerryPapineau2 @trader_ferg
youtu.be/7nHG0yZ7hj8




















