SuperCritical (@1SuperCritical) header
SuperCritical (@1SuperCritical) profile picture

Building a new category of nuclear fuel infrastructure.

Austin, TX
Joined March 2014
Photo by SuperCritical (@1SuperCritical)Photo by SuperCritical (@1SuperCritical)Photo by SuperCritical (@1SuperCritical)Photo by SuperCritical (@1SuperCritical)Photo by SuperCritical (@1SuperCritical)Photo by SuperCritical (@1SuperCritical)Photo by SuperCritical (@1SuperCritical)
SuperCritical retweeted
Syntholene’s demo facility has established proof of performance for a structural cost advantage at demonstration scale, targeting a low-carbon fuels market projected to reach $390 billion before 2035.
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This is what a 10MW single geothermal borehole looks like. This is the energy equivalent of ~200 football fields worth of solar panels located on the sunniest desert on earth. Plus another 5 football fields worth of battery storage to stabilize the load. It is capable of delivering consistent baseload energy for over 100 years if well maintained. Feasibly much longer. @syntholene’s architecture is designed to convert geothermal wells like this one into low cost oil wells that never run dry. As long as the earths mantle is hot, we can produce clean synthetic hydrocarbon fuels to power human civilization long after the economic limitations of crude oil have been exhausted. This is how we make unlimited fuel. Forever.
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SuperCritical retweeted
And they're not done
China owns a piece of every big #uranium mine in Namibia. Chart created by @Uranium2035
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For context, prior to this quote from the Chairman of the Kazakh Atomic Energy Agency, it was understood that this reserve would be only an “in-ground” resource set aside. Cake in a can changes this significantly
Kazakhstan intends to build a strategic uranium reserve of 150,000tU (~390M lbs.) by 2050. This will include, “…reserving uranium deposits underground to building physical stockpiles of natural uranium, reserves of ready-to-use nuclear fuel…” 👀
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SuperCritical retweeted
🚨#Uranium #stocks are now rising up off today's extreme oversold session lows⤴️ with some starting to turn Green🌱 as dip buyers who see the massive Value Gap💎 are stepping in♈️🛒figuring that the worst is now behind us⛈️ and the best yet to come☀️ on extremely bullish setup!🐂
In case U are wondering🤔 there is no change to Spot #Uranium price reported so far today🎠 & Long-term is at $99 all-time high.🌋 No #Nuclear reactors were shut down today, but 80 are under construction, 21 to come online by end of 2027.⬆️⚛️⚡️ Uranium is as bullish as ever!🤠🐂
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Who do communities trust when major infrastructure projects come to town? @johnarnold of @Arnold_Ventures discuss why trusted local voices can sometimes carry more weight than corporate messaging. Watch full episode: youtu.be/0jRVdTYj2g8 Hosted by @BrennanMooreCFA *Nothing in this episode is investment advice* #NuclearInvestingPodcast #DataCenters #EnergyInfrastructure
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SuperCritical retweeted
Breaking!💥📰 #Nuclear fuel consultants TradeTech announce that their Long-term #Uranium Price Indicator hit a Milestone High of $99.00 on October 31st⬆️ the highest level ever recorded since the price indicator was introduced in 1996🌋💲⚛️🛢️☢️🤠🐂 einpresswire.com/article/953…
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SuperCritical retweeted
Looking like this move has legs. Front month offer now over $93...
UxC reporting $91.45/lb. Spot U3O8 (looks like the day will close a bit higher even). The highest spot price since early February.
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⚠️Buckle up U space travellers!💺🧑‍🚀 Kaaa-boom!💥 We have liftoff!🔥🚀 Spot #Uranium is approaching escape velocity🌏🌜🪐🌟with #Nuclear fuel brokers @Numerco reporting a major +$2.13 upthrust to a new 8-month high of $92.38/lb #U3O8 with a 50,000 lbs deal closing at $92.50!🎇🤠🐂
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Traders are dismissing plans to build 10 new large-scale Westinghouse AP1000 #Nuclear reactors🤪 but DOE says its $17.5B loan deal has brought new US utility interest with purchase orders for long-lead items expected by year end🇺🇸⚛️🔟🏗️👷🤠🐂 #Uranium 🌊🏄 nucnet.org/news/us-utilities…
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Breaking!💥📰 US government is providing Constellation Energy $CEG with up to $5 billion in federal financing to back its Nuclear reactor expansion efforts, marking a major policy shift toward direct government lending for existing #Nuclear infrastructure.💰⬆️🇺🇸⚛️🤠🐂 #Uranium 🏄
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📺US @Energy Secretary assures U that "the #Nuclear Renaissance is REAL"🇺🇸⚛️⏫"We're restarting 3 power plants, upgrading power plants all across the country, and soon you'll be hearing announcements about new reactors being constructed."🤠🐂 #Uranium 🌊🏄
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📺In all the years I've followed Lobo @DueDiligenceGuy Tiggre I don't think I've ever heard him express such strong conviction for the #Uranium #stocks investing thesis!🐺⚛️⛏️ Great interview!🤠🐂 #Nuclear 🌊🏄 youtu.be/ot3KqkLScwI?t=1565
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.@1SuperCritical has an exclusive licence from the US Department of @Energy for a patented system to extract #uranium from the world's oceans. Founder and CEO Canon Bryan outlined the company's plans to the World #Nuclear News podcast world-nuclear-news.org/artic…
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As Global X analyst @BrookeThackray explained to viewers on this morning's @BNNBloomberg "The Street"📺 this year's unwarranted pullback in the #Uranium sector is leading some investors to think that the #Nuclear Renaissance is fading when in fact the opposite is true... "it's just getting started."📶⚛️⚡️🌎 Brooke thinks investors will see that in next Friday's Cameco earnings with some upside surprise. He sees the strong positive news flow boosting the value of Cameco's imminent Westinghouse IPO💰⤴️ which could be a catalyst for a Uranium sector recovery rally that could see it outperform the S&P 500, as it usually does during this period of typically strong seasonality into next year.📈⚛️⛏️🤞🤠🐂
The nuclear renaissance has been full speed ahead these past few days 🤘 • The Nuclear Co proposes six-reactor Kentucky plant • Finland licenses permanent nuclear waste disposal site • Indiana studies up to 6 GW CANDU project • AEP + Amazon + X-energy 960 MW SMR plant in Indiana • Navy selects Radiant for NWS, Indiana • Westinghouse $1B LEU+ fuel fab facility • NRC updates AP1000 design certification • Slovakia’s Mochovce 4 grid connection • Bangladesh’s Rooppur 1 initial criticality • DOE offers Vistra $4.2B loan for uprates • Centrus buys Westerman • Oklo advances Groves-2 Forge isotope facility under NELP • Rosatom signs floating nuclear power deal for Indonesia • US–SK Project Power for 8 reactors • NRC drafts EIS for four AP1000s in Texas
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Better cover your shorts, fundies. Let’s goooo
Announcing Prosperity One: a proposed 6.6 gigawatt nuclear campus in Lewis County, Kentucky
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👨‍🏫For the past month the #Uranium sector has been caught in a broad 'risk off' trade😱 that's hammered #mining #stocks... gold, silver, copper, rare earths, lithium⛏️⤵️🗑️ as US Treasury yields soaring to 24 year highs triggered a flight to the safety of cash💵🦺 while U prices remained rock solid.💲🪨 U need to understand that the U space is tiny🦐 and far less liquid than other metals & energy sectors🧊 which creates far higher share price volatility🎢🔃 that can be strongly decoupled from the commodity price🔀 and the extremely bullish #Nuclear demand vs supply fundamentals that are the best they've been in decades!🌊⚛️📰🐂🏄 Traders and institutional investors tend to put their Uranium positions into the same basket as other metals & mining🧺⛏️ and in their Energy basket too🧺🛢️☢️ so when they head for the exits and start redeeming their baskets of stocks, funds and ETFs, it has an especially oversized impact on U stocks in an indiscriminate dumping into the market👶🛁⤵️🚽 that is divorced from extremely bullish U sector & company fundamentals and unchanged asset values.💎🐂🙈 This "sell first, ask questions later" action by traders is what creates these extreme share price swings⏬🎡 that, for those with cash looking to position into the best opportunity there is today across the commodities space, is an answer to prayers for some🙏😇 and a gut punch to others.🥴💥🥊 It's important to understand when it's macroeconomic factors and geopolitical events that are wreaking havoc in the markets and driving down share prices for no real fundamental reason.🤔 That is exactly what contrarian investors are looking for as it creates deeply asymmetric buying opportunities where the downside risk is small⬇️ compared to the many multiples of upside potential that beaten down U stocks hold!⏫⏫🎁😊 Wishing U good luck with your trades!☘️🛒🤠🐂
Hey #Uranium fam!👋🤠 I was flying over Europe at 32,000 feet on Friday so I missed the day's trading action✈️ but I see from the closing share prices that U #stocks showed some signs of a new bottom forming at deeply oversold discount prices relative to their valuations.🛫⚛️😊🐂
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SuperCritical retweeted
Spearheading the nuclear fuel cycle conversation were two powerhouses, @exodysenergy and @1SuperCritical and experts Carl Perez, Gayatri Karnik and Isuru Seneviratne leading the discussion at #NuclearSymposium2026. Thank you to the organizations for sponsoring the Symposium!
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Definitely an interesting wildcard in the uranium supply equation. If SuperCritical can prove the economics at scale, pulling uranium from seawater changes the conversation considerably.
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SuperCritical retweeted
Supercritical @1SuperCritical solves this on a radically faster time scale.
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