We deliver research, ideas, commentary, & consulting on the natural resource, energy, and mining market sectors. For entertainment & educational purposes only.

Global
Joined June 2015
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
2
7
46
3,243
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.
189
1,332
110
3,809
120,840
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…
1
2
1,396
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)
3
5
80
6,930
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
8
8
1
99
28,779
"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
11
26
3
215
76,430
$EQX’s Santa Luz Mine in Brazil has achieved commercial production. Read today’s PR: equinoxgold.com/news/equinox…
3
2
32
Replying to @Au_YeahBaby
In the junior natural resource sector...a lot of paper.
1
5
SmithWeekly retweeted
Visualizing China’s Evolving Energy Mix ⚡ elements.visualcapitalist.co…
1
39
7
100
Singapore dealer prepares vault for 15,000 tons of silver trib.al/zpGn6nn
20
112
21
371
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
1
3
$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
1
5
9
29
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…
5
12
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
1
3
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
2
2
5