Ben Finegold of @oceanwall2 discusses his firm's latest report, From Blueprint to Fleet, an in-depth examination of the supply chain behind Westinghouse’s AP1000 nuclear reactor and how to invest in the supply chain companies. Replay bit.ly/471KITi

Ocean Wall’s Ben Finegold moderating a panel at The Arnova Nuclear Energy Summit 2026. He is joined by Scott Melbye, Seth Grae, Per Jander, Andre Liebenberg and Crispin Clarke. The WNA Symposium in London may be over but the conversation continues on #nuclear and #uranium in Zurich!

CEO Seth Grae joins #NuclearEnergy leaders from across the globe at the @WorldNuclear Symposium in London following several major news announcements by Lightbridge, including: ☑️Selection by DOE Launch Pad @INL Program to Advance Commercialization of Lightbridge Fuel ☑️Letter to Shareholders Outlining Expedited Pathway to Bring Lightbridge Fuel to Commercial Reactors ☑️Securing Access to INL's Advanced Test Reactor Loop Facility #NuclearFuel #NuclearSympo wna-symposium.org/

The uranium squeeze: Utility coverage, demand and changing dynamics open.substack.com/pub/thehoo…

Ocean Wall's Chairman & Founder Nick Lawson writes the Opinion piece in this week's MoneyWeek that Cornwall has finally got a growth story after 25 years of EU-funded stagnation, and it’s built on real rock: lithium, tin, the West’s biggest tungsten resource, plus Britain’s first deep geothermal plant. China’s tungsten export squeeze (APT price up 10x since early 2025) just made Redmoor and Hemerdon strategically vital, not just geologically interesting. But Imerys shelving St Austell after France threw €50m at a rival project is the real lesson: geology never wins funding battles, state cheques do. The National Wealth Fund has backed the right projects (Cornish Lithium, Cornish Metals) but its remit is too broad to act like an anchor investor. Britain needs one properly scaled processing hub and a tungsten stockpile, framed as national security, not regional aid. Otherwise Kazakhstan or France gets there first. reader.moneyweek.com/2026/07…

Uranium: Positioned for the biggest rally on record. Ocean Wall's Nick Lawson diving in to the current opportunity in Uranium. Read it below on the @masterinvestor Substack. open.substack.com/pub/master…

“A new solid-metal nuclear fuel just survived six months of accelerated punishment inside America’s most powerful test reactor,” the @INL Advanced Test Reactor, to understand how Lightbridge Fuel will perform in a commercial nuclear plant. #NuclearFuel autonocion.com/us/solid-meta…

Lightbridge and @StudsvikAB Partner on Next-Generation Fuel Product Software $LTBR #NuclearFuel #AdvancedNuclear ltbridge.com/investors/news-…

“Lightbridge is building to be the answer to the 'how'—specifically, how the existing global reactor fleet and new-build water-cooled reactors deliver more power and further enhanced safety, with improved economics,” said CEO Seth Grae. $LTBR #NuclearFuel ltbridge.com/investors/news-…

In the hoot this week we cover: Steppe change in Kazakhstan, the lost art of building nuclear, and a new SMR name on the market open.substack.com/pub/thehoo…

Q1 2026 Uranium and Nuclear Review open.substack.com/pub/thehoo…

#NRCNews: We've issued the first commercial reactor construction approval in 10 years for TerraPower's Kemmerer Power Station in Wyoming. nrc.gov/sites/default/files/…

India is quietly locking up the uranium market open.substack.com/pub/thehoo…

UK Calls in “Nuclear Golden Age” with 17GW pipeline open.substack.com/pub/thehoo…

We are hosting a free webinar with Skyharbour Resources CEO, Jordan Trimble, and Ben Finegold, a sector expert. Join us for a deep dive into all things uranium and nuclear, free for all, on Thursday, 5 February at 4pm UK / 11am ET. Register here: us02web.zoom.us/webinar/regi… #nuclear #uranium #energy

Kazakhstan’s Mineral Extraction Tax Creates a New Floor in Uranium Pricing open.substack.com/pub/thehoo…

Critical Minerals, Nuclear Power: Washington Turns the Screws open.substack.com/pub/thehoo…

US Nuclear: If You Don’t Know, Now You Know open.substack.com/pub/thehoo…