New Era of Nuclear Power Hinges on Seawater Uranium Extraction oilprice.com/Alternative-Ene… via @OilandEnergy America has a solution. It's @1SuperCritical !

If used nuclear fuel still has valuable resources, why isn’t recovering them simple? Host Brennan Moore asks Curio President & CEO Ed McGinnis to break down what happens after nuclear fuel reaches the end of its useful life in a reactor. Watch now ➡️ piped.video/IJvm7iok4rM

📍 SuperCritical Materials Partners with @UMich to Advance Offshore Uranium Recovery Systems Research program will develop and test systems for deploying and retrieving uranium adsorbent in marine environments. Read the full press release here: supercritical.one/supercriti… #Nuclear

Join SuperCritical Materials CEO Canon Bryan at @NuclearTexas Summit in Houston for two sessions on Wed, 9/23. 📍Ready for Growth? Nuclear Supply Chain Capacity, Risk, & Investment (8:30 am) 📍 Homegrown Nuclear: The Companies Founded, Building, & Deploying in Texas (1:00 pm)

📍 SuperCritical Materials Appoints Former Commonwealth Fusion and NextEra Nuclear CFO Mitchell P. Goldstein to Board of Directors Read the full Press Release: supercritical.one/supercriti… #NuclearFuel #Uranium #Engineering

This has been in the works for years but does appear to be gaining steam. Perfect use for nuclear tech. Not sure how “soon” this happens, but to be clear, we’re modeling for zero demand from this segment…so all “right tail.”

The uranium market is structurally broken. Nearly 60% of global production comes from just two countries: - Canada: ~15% - Kazakhstan: ~43% The problem... Kazakhstan alone is expected to lose ~80% of production over the next 20 years from existing mines, exactly as global demand doubles. - Supply is shrinking. - Demand is surging Uranium remains a high-conviction, long-term winner.

Rick Rule: This energy crisis will be widely bullish for uranium in the long run The Japanese and French nuclear fleet, the 4th and 3rd largest in the world, was constructed as a result of the painful experience of the Arab oil embargo in 1973. The current energy crisis will have a similar effect, as uranium’s extremely high energy density allows countries to store years’ worth of energy supply with relative ease ...making it the best strategic energy source - Japan runs 15 of their 41 reactors – expect increased reactivations - Uranium is already in deficit - Available supplies at cheap prices are quickly running out - The pace of new plant construction will be red hot Uranium is the winner of the current energy crisis

Today's #Nuclear fuel stocks month-end mash-up⚛️ ⛽️💥🔨 brought a mixed-bag outcome for #Uranium #mining stocks this week🛍️ with gainers & laggards on both sides of the stage🎭 heading into typically strong seasonality.📈Here's their performance sorted by 5-day % returns.👇📊🤠🐂

Thanks to @NucNetNews and David Dalton for highlighting our progress on a scalable pathway to recover uranium from seawater for fuel security!

This week we announced the completion of an independent assessment conducted by global science, technology and engineering leader, @KBRincorporated. The review evaluated SuperCritical's uranium extraction platform, deployment architecture, and more. supercritical.one/engineerin…

According to the @IEA, the world does not have the uranium it needs, and the gap is widening with the nuclear energy revival. iea.org/reports/global-criti… #NuclearEnergy #CriticalMinerals

We're proud to welcome @ConstellationEG and @1SuperCritical as Capitol Sponsors of the 2026 Texas Nuclear Summit, taking place in less than 2 months in Houston! SuperCritical Materials is an Austin-based developer of nuclear fuel and critical materials infrastructure that is pioneering the extraction of uranium and critical metals from seawater. The company recently announced that it has secured an exclusive license to a patented uranium adsorbent technology for the extraction of uranium from seawater - an important step in our nation’s work to rebuild a secure, domestic nuclear fuel supply chain. Constellation is the nation's largest producer of clean, carbon-free energy, and the company’s nuclear fleet includes the South Texas Project Electric Generating Station (STP), one of Texas’ two nuclear power plants and one of the largest and most reliable nuclear facilities in the US. Constellation is leading the effort to power the future —from the data economy to electrification and onshoring — and secure America’s energy leadership. Don’t miss SuperCritical and Constellation in Houston September 21-23. Visit nucleartexas.com to secure your ticket!

🌊 Okyanuslar, Nükleer Yakıtın Yeni Kaynağı Olabilir mi? Okyanuslarda yaklaşık 4,5 milyar ton çözünmüş uranyum bulunuyor. Ancak bugüne kadar bu kaynağı ticari ölçekte çıkarmak mümkün olmadı. ABD merkezli @1SuperCritical Materials, Temmuz 2026'da PNNL tarafından geliştirilen ve deniz suyundaki uranyumu yakalayabilen adsorban akrilik lif teknolojisi için münhasır lisans aldı. Şirket, ilk üretimi 2030–2031 döneminde hedefliyor. Ancak ticari başarı; liflerin maliyetine, kaç kez yeniden kullanılabildiğine ve deniz tabanlı sistemlerin karmaşık izin süreçlerine bağlı. Asıl soru şu: Uranyumu okyanustan çıkarmak, karadaki madenlerden çıkarmaktan hangi fiyat seviyesinde daha ekonomik hale gelecek? 🌊⚛️ #NükleerEnerji #Uranyum #NuclearEnergy #HardTech

The United States cannot reduce its reliance on imported #CriticalMinerals without developing new domestic sources. Today we released the 2026 Technical Report for the #ElkCreekCriticalMineralsProject, outlining one of America's most advanced critical minerals projects. Highlights: ✔️ US$4.1B pre-tax NPV8% ✔️ 24% pre-tax IRR ✔️ US$37.4B LoM revenue ✔️ US$608M avg. annual EBITDA ✔️ US$560/t margin ✔️ 8 planned critical mineral products ✔️ 40-year expected mine life ✔️ 45.9M tons Proven & Probable Reserves Full release: niocorp.com/niocorp-project-… $NB #Niobium #Scandium #Titanium #RareEarths

Neal Froneman Named Chairman of SuperCritical Materials Building new infrastructure requires more than breakthrough technology. It requires leaders who have successfully built and scaled resource businesses around the world. supercritical.one/former-sib… #NuclearEnergy

Innovation can start with what’s already available. Guest host @AMeehan_NPV talks with @rayrothrock about how one nuclear company used existing components to move from concept to demonstration in Idaho. Hear the full conversation ➡️ piped.video/7Ij9ZSzgdk8

ICELAND EXCLUSIVE: The next oil state may have no oil. Inside the world’s first geothermally powered eSAF demonstration facility in Northern Iceland, where @syntholene is working to turn stranded geothermal energy into exportable jet fuel. Disclosure: Syntholene Energy covered travel and lodging for this reporting trip.

TRUMP SIGNS EXECUTIVE ORDER REQUIRING DEFENCE CONTRACTORS TO EXHAUST DOMESTIC PRODUCT OPTIONS AND MAP CRITICAL MINERAL AND COMPONENT SUPPLY CHAINS FOR WEAPONS SYSTEMS; MAKES IT HARDER TO OBTAIN WAIVERS FOR BANNED FOREIGN CRITICAL MINERALS AND MATERIALS - WHITE HOUSE

.@JesseJenkins what do you think of @syntholene's announcement yesterday? syntholene.com/new-report-fr… Thanks.