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Atomic Insights

Atomic energy technology, politics, and perceptions from a nuclear energy insider who served as a US nuclear submarine engineer officer

Uranium mining

Nuclear energy growth prospects and secure uranium supplies

April 28, 2022 By Rod Adams Leave a Comment

Uranium Panel: Discussing a Uranium Bull Market, New Nuclear and Sentiment for a Decarbonized Future

The 121 Mining Investment event held in Las Vegas on March 30 and 31 included a panel discussion with leaders from three uranium mining companies, each of which has an asset base of potentially lucrative mining prospects mostly located in North America. The fourth member of the panel was a managing partner at Nucleation Capital, a venture capital fund focusing on opportunities in the advanced nuclear sector, including suppliers of key system components front end to back end.

The panel included a lively chat about the prospects for new nuclear power plants, life extensions for existing power plants – including some that had previously announced closures, the implications of HALEU requirements for advanced reactors and the potential for micro and small reactors to supply power to mining operations that are often located in remote, off-grid locations.

The panel included following participants:

Rod Adams, Managing Partner, Nucleation Capital; Jon Bey, CEO, Standard Uranium; Ross McElroy, CEO, Fission Uranium; Andrew Ferrier, Managing Director, Okapi Resources

Background: The 121 Group hosts a series of events designed to help growing companies, especially those focusing on raw material supply, meet with investors that are interested in the growth potential for those companies and the sectors they serve. Those conferences are called 121 Mining Investment events.

Aside: 121 is pronounced 1 to 1, not one twenty one. A key feature of the events is the opportunity for companies to schedule face to face meetings with interested investors. The booth set-up for the event in Las Vegas was different from any that I have seen before. The three walls of each booth were inflatables with a continuously running blower. They reminded me of the system used for bounce houses at birthday parties for kids. Sound isolation was impressively effective. End Aside.

Filed Under: 121 Mining Las Vegas 2022, Business of atomic energy, New Nuclear, Uranium mining

The Assay TV speaks with Rod Adams, Managing Partner of Nucleation Capital and Atomic Insights host

February 20, 2022 By Editor Leave a Comment

The Assay is a media project of the 121 Group, based in Hong Kong, that serves investors, fund managers and analysts who are involved with and/or investing in a wide range of mining ventures. As part of their efforts to bring a greater understanding of the complex markets that control the prospects of mining ventures, The Assay TV produces a video series with CEO interviews from all over the world. On February 16, Adam Thompson hosted Rod Adams in a wide-ranging conversation about nuclear energy, uranium and the emergence of advanced nuclear designs in the coming years. This is the beginning of an exploration of the growing concerns about where and how the advanced nuclear sector will secure their projected fuel supplies and the impact of the growth of SMRs and Gen IV develop on uranium miners.

You can watch this interview with Rod by clicking on the above video or at Youtube here.

Filed Under: Advanced Atomic Technologies, Atomic education, Atomic Entrepreneurs, New Nuclear, Nuclear Fuel Cycle, Nuclear Waste, Podcast, Pro Nuclear Video, Uranium mining Tagged With: 121 Group, Adam Thompson, The Assay, The Assay TV, uranium, uranium market

(Re-)Creating Nuclear Fuel Demand in East Asia

November 16, 2017 By Rod Adams 2 Comments

South Korea, Japan and Taiwan, three historically large markets for uranium and fuel cycle services, have been under siege by organized antinuclear opponents who have made the most from Fukushima to rally public support for their efforts. To paraphrase a cliché, nuclear energy opponents did not let an attention-getting crisis go to waste. As a […]

Filed Under: Uranium mining, Fossil fuel competition, International nuclear

Creating new markets for uranium

October 22, 2017 By Rod Adams 25 Comments

Disclaimer: I have been buying stocks in uranium producers for more than a decade. I accelerated my purchasing in 2011 when stock prices fell after Fukushima. I’ve added to my holdings each time there was a big drop in stock prices. I am a contrarian who likes to buy high quality assets when they’re on […]

Filed Under: Uranium mining

Eminent domain and Virginia’s ban on uranium mining

October 20, 2016 By Rod Adams 5 Comments

Despite the currently abysmal state of the market, Virginia Uranium Inc. (VUI), owner of the 119-million pound deposit at Coles Hill, continues legal efforts to overturn the ostensibly temporary moratorium on uranium mining in the Commonwealth of Virginia. The most recent step in the process for overturning the moratorium, first established in 1982 pending the […]

Filed Under: Nuclear Energy Insider SMR, Uranium mining, VA Nuclear

Lake Gaston Association told to worry about uranium. Also encouraged to ask more questions

January 7, 2016 By Rod Adams 26 Comments

On Wednesday, Jan 6, 2015, the Lake Gaston Association (LGA) monthly meeting featured a presentation from Tom Leahy, director of the Virginia Beach Public Utilities Department. The announced topic was an update on uranium mining and coal ash control. I saw an opportunity to combine some exploration of Virginia backroads with the chance to meet […]

Filed Under: Uranium mining

Virginia Loves Nuclear But Hates Uranium – Why?

December 30, 2015 By Rod Adams 1 Comment

Virginia may be the only state in the U.S. with a law creating a public-private partnership structure whose mission is to strengthen and promote its nuclear energy and technology industries. There are two components of the partnership, the Virginia Nuclear Energy Consortium Authority (VNECA) and the Virginia Nuclear Energy Consortium (VNEC), which is a private, […]

Filed Under: Atomic politics, Business of atomic energy, Uranium mining, VA Nuclear

Sierra Club member asks Executive Director Brune to support nuclear energy

July 31, 2015 By Rod Adams

A few days ago, a friend from Californians for Green Nuclear Power shared a letter he had written to Michael Brune, the Executive Director of the Sierra Club. He gave me permission to share his letter with Atomic Insights readers. My friend is a Sierra Club member because he agrees with many of its goals […]

Filed Under: Atomic Advocacy, Atomic politics, Uranium mining

Romance of Radium – How did our relationship with radioactive material sour?

June 10, 2015 By Rod Adams

Note – This post was initially published on February 23, 2013. After attending the ANS President’s Special Session about the way we should communicate about radiation, I thought it would be worth repeating. Sometimes, we need to look outside of our immediate time and place to find “best practices” that we should emulate. Hitting road […]

Filed Under: Atomic history, Health Effects, Radiation, Uranium mining

EPA’s Proposed ISR Rule

April 6, 2015 By Guest Author

By Andrea Jennetta During a March 16, 2015, meeting of the National Council on Radiation Protection (NCRP), FCW columnist (and Atomic Insights owner/blogger) Rod Adams listened to, challenged and followed up with Jonathan Edwards, Director of the U.S. Environmental Protection Agency’s (EPA) Radiation Protection Division. Edwards gave a talk entitled “Federal Directions in Radiation Regulations: […]

Filed Under: Nuclear Fuel Cycle, Nuclear regulations, Uranium mining

Uranium supply concerns associated with EEU

June 14, 2014 By Rod Adams

Russia, Belarus and Kazakhstan signed an agreement to form a Eurasian Economic Union (EEU) on May 29. Uranium market watchers should pay close attention and understand the potential implications of the alliance on the stability of the world’s uranium supply, even though the alliance has been dismissed as unimportant by some media pundits. For example, […]

Filed Under: Economics, Nuclear Fuel Cycle, Politics of Nuclear Energy, Uranium mining

Nukes kill more birds than wind?

April 30, 2013 By Guest Author

View of Crystal River from water

By Paul Lorenzini In the yin and yang of energy policy debates, we know some can get carried away. Normally we ignore the radical fringe, but sometimes their claims take on a life of their own and need to be addressed. One such charge has found its way as an authoritative reference on Wipikedia, alleging […]

Filed Under: Alternative energy, Guest Columns, Paul Lorenzini, Uranium mining, Wind energy

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