Sublime
An inspiration engine for ideas
I'm more focused on uranium rather than REE, but these are interesting slides from $UUUU Energy Fuels on their Base acquisition. /1
$212mm cost for $2 billion NPV10 in resources https://t.co/YFhRrv4m0u
Open this picture. It illustrates the EXTENT of Japan's dominance in the LNG supply chain
👉 A Japanese company produces the shale gas
👉 Gas is sent to an LNG plant partially owned by a Japanese company
👉 LNG is loaded on a ship built and owned by a Japanese company
👉 The shi... See more
General Matter is enriching uranium for the US.
We will revive nuclear fuel production in America. We chose to do this not because it’s easy, and not because it’s hard, but because it needs doing.
Nothing gets made if fuel isn’t made. America’s ambitions, from manufacturing to AI, all requir... See more
General Matterx.com
Not advice but these folks own the only neodymium mine in the USA https://t.co/FbWVtc85TO
Excited to announce this new 320 MW contract with Southern California Edison. With this new contract, @FervoEnergy Project Cape Phase I and II are now fully contracted, enabling us to continue rapid deployment of our next-generation geothermal technology. https://t.co/oYswX8ZN0n
Tim Latimerx.comTerraPower
terrapower.com
DOE has conditionally selected Standard Nuclear as the first U.S. company accepted into the recently announced fuel line pilot program, announced in July 2025
Energy Department Announces First Pilot Project for Advanced Nuclear Fuel Lines
AIR COMPANY | Carbon Technology Leader for a Decarbonized Future
aircompany.com
@FervoEnergy is on a roll! ! Southern California Edison signs a 320 MW PPA with Fervo for power from the Cape Station enhanced geothermal energy project in Utah: https://t.co/4zZd3zR3Pk... See more
Jesse D. Jenkinsx.com