💥#BoomAlert #Uranium 💥 JPMorganChase’s $1.5T Security and Resiliency Initiative (10 years) is a direct tailwind for uranium. Why it matters: • Uranium is on the official 2025 US Critical Minerals List • #Nuclear power (next-gen / #SMR) is explicitly included under Energy Independence & Resilience to meet AI-driven demand and grid needs • Up to $10B in direct equity/VC + massive financing facilitation for critical minerals mining, processing, and nuclear projects • Focus on domestic/allied supply chains + policy advocacy to cut permitting delays This is Wall Street’s largest bank putting real capital and resources behind energy security and nuclear. Bullish for Western uranium equities: $CCJ $CCO.TO $UEC $NXE $DNN and fuel-cycle names Capital access + demand growth + supply security = structural support.

Market cap for $LEU, Centrus has a $2.5 billion market capitulation with a $4 billion plus back log. Centrus is a strategically important company for US and it's being tossed in trash. The only US company making HALEU and it's at 52 week low and has lost 75% of its value. I maybe early but purchased shares this morning at $133.00

52 week low for $URNM. Uranium, lithium, rare earths' continue their spanking.

I'm glad the U.S. doesn't need rare earths or uranium anymore

Confirms $VG, Venture Global's arbitration loss at $170 million with final outcome in 2027

HORMUZ CRUDE OIL TRANSITS SUMMARY 26 Sep - 2 Oct | 7.8mbd 7d average, 64% of pre war level Hormuz-Yanbu-ADCOP CRUDE OIL flows, 5-6mbd deficit KEY INSIGHTS: ▪️Saudi PG exodus cooled down, also visible in loadings which dropped from 6mbd last week to ~2.5mbd this week. It might be connected to the resumption of the Yanbu exports, so I would not drumbeat "the flows are down" yet: total Saudi exports were consistenly 6-7 mbd across PG+Yanbu since June, so I am very sceptical that combined they suddenly dropped to ~4 mbd. ▪️Additionally, there might be some timing smoothing as GoO crude only exits remain around ~10mbd as per @phileeppos - which is in line with my 14D avg. ▪️I generally think PG flows stabilized around ~9-10mbd, a number that is largely consistent between loadings and transits over 14D timeline and what I'd treat as more or less sustainable baseline. With functional Yanbu (lets say 3.5mbd) it implies that PG-Yanbu-Fujairah ecosystem can operate at ~85% of pre-war level sustainably (in spite of simmering pressures and tankers being hit regularly) All details can be now found at pgcrudeflows.lvision.ae/ As usual: this is my take based on OSINT analytics. You don't have to like or agree with it. Everyone does their own homework.

$CCJ EPS went from -0.25 in 2021 to 1.44 in 2025. Consensus now points to 3.33 in 2028 and 4.90 in 2030, about 3.4x the 2025 figure. Between bond yields, the ghost of a second inflation wave and geopolitical chaos... has the price absorbed those estimates? I'd say no 🤔

Venture Global and ConocoPhillips Announce 20-Year LNG Sales and Purchase Agreement - businesswire.com/news/home/2…

$UUUU, $NXE, $CCJ, $LEU, $DNN all near 52 week lows while Uranium continues higher.

Uranium stocks keep getting hammered. $LEU is nearing a 52 week low.

Quite to beat down for $VG. Rising interest rates hurt on rolling their debt, but they've got plenty of LNG to sell at spot prices. Adding more via shares and selling OTM puts

$CCJ WESTINGHOUSE SAID TO SEEK OVER $50 BILLION VALUATION IN US IPO

Man it's gotta be just a brutal day to be Jerry Jones. Just checking in on the worst play of all time. Holy crap these wells are bad, and the timing of the play arguably even worse. Comstock Western Haynesville expansion probably one of the worst timed bets in the last 10 years natural gas? That's saying a lot. So first, Jerry moves capital out of Louisiana, which is pretty much a different country than Texas. Cause the "easy approval" pipelines are all intrastate (i.e. don't cross state lines), the Louisiana gas supply market is radically different than Texas. Permian is puking gas into Texas, but not so much Louisiana (eventually though). So Jerry has built one of the highest cost gas assets (deep, dry gas with massive capital cost per well) and is competing with one of the lowest cost gas assets (associated Permian natural gas/liquids rich gas). Literally the cost of supply is ~$10/MMBtu difference. Permian cost is -$5/MMBtu and Western HSVL is +$5/MMBtu. Lmao. So, by the time he'd done HBP-ing the Western Haynesville and ready to grow, there's about 10 Bcf/d of $0-cost Permian gas coming to absolutely destroy the central Texas gas market. Their top quartile wells don't clear a cost of capital/make money until ~$4.50/MMBtu which is obviously never going to happen, and the average well doesn't tick until near $6/MMBtu. I dunno man. I am/was a fan of the Western Haynesville but this seems like a very notably awful spot for Comstock to be in. Compare the deep Haynesville to the Deep Woodford/Wolfcamp/Barnett in the Delaware (last picture) and where the Western Haynesville starts to break even, the Woodford is printing 0.5x P/I10% which is more than enough to incentivize drilling. Especially at scale, if you can get enough FT to get $0.90 tolls and lower cost processing you're laughing. Not really sure how this doesn't end in pain.

$VG, On August 11, 2026, Venture Global, Inc. (NYSE: VG) announced a major cash dividend increase to $0.04 per share for its Class A and Class B common stock, alongside strong Q2 2026 financial results. This new payout marks a 122.2% increase from the previous quarterly dividend of $0.02 (or $0.018).

Why haven’t the tanks run dry?   After months of disruption, Hormuz remains largely shut and U.S. crude + product inventories are down ~200M barrels since March. Yet investors remain extremely bearish.   We explain why we believe the real crisis may still be ahead. 👉🔗 Why Haven't the Tanks Run Dry? What Investors Are Missing in Oil. hubs.li/Q04sg26-0 #Oil #Energy #Commodities

Blow out earnings for $LNG. Next up is $VG next Tuesday.

$VG earnings next Tuesday.

Almost August and we'll see how well @JamalKhan519997 estimates hold up.

🚨 JUST IN: Foreigners can now formally be DENIED a green card by Marco Rubio if they go full pro-Palestine and Hamas, or if they desecrate the USA flag — NYT AMAZING! Thank you Marco! BOTH visa and green card holders must be rooted out of their American civilization-destroying ways! RUBIO PREVIOUSLY NAILED IT: “We can deny you that visa. If you tell us - 'I am a big supporter of Hamas,' a m*rderous, barbaric group that kidnaps children, that r*pes teenage girls, that takes hostages, that allows them to die in captivity, that returns more bodies than live hostages - AND that you plan to rile up these activities at universities? We would deny you.” “And if you actually end up doing that? We will revoke it.” “And if you have a green card as a result of that visa? We're gonna kick you out. They have no right to be here!” BIG MARCO UNLEASHED 🔥

Venture Global, $VG reported an implied weighted average fixed liquefaction fee of $6.45 per MMBtu for the quarter ending June 30, up from $3.82 per MMBtu in the first quarter. Nice job!