Recording date: 17th August 2023

What’s been happening:

Niger is no closer to returning to democratic rule.

https://www.aljazeera.com/news/2023/8/15/west-african-military-chiefs-to-discuss-niger-crisis-thursday-and-friday
 
Spot price continues to edge up continuing to generate flows into Uranium ETF’s.
 
France’s nuclear safety regulator has cleared Tricastin 1 to operate for another 10 years, making it the first French reactor to operate beyond 40 years.

https://www.world-nuclear-news.org/Articles/Tricastin-1-cleared-for-ten-more-years

Winner of the week
Australia’s wealthiest person & mining magnate, Gina Rinehart advocates for Nuclear Energy

https://www.skynews.com.au/business/energy/gina-rinehart-declares-support-for-a-nuclear-powered-australia/video/0b16d4696eb8c2f90509be277fbcdb78
 
Bungle of the week

Chris Bowen, Minister of Climate Change & Energy of Australia win’s bungle of the week for his comment: “We’ve got a full agenda and I don’t have time for a distraction that’s not going to work,”.  This came after Deutsche Bank’s chief economist, Phil O’Donaghoe asked, “Why not let the market sort it out?”.
 
https://www.afr.com/policy/energy-and-climate/let-the-market-sort-out-nuclear-bankers-urge-bowen-20230815-p5dwpu
 
Question of the week

What is the Linear Non-Threshold theory of radiation exposure? And why is it important? This question arose from this Tweet - https://twitter.com/jasoncrawford/status/1688278472240529408
 
Tweet (Post?) of the week

This is from Energy analyst superstars, Goehring & Rozencwajg
https://twitter.com/Go_Rozen/status/1691909540915146955

Moonshots & Fizzers

DevEx Resources (ASX:DEV) is an exploration company with a diversified portfolio of high-quality projects spanning some of Australia’s best-endowed mining regions.
 
This week they have released results from their ongoing 2023 Reverse Circulation drill campaign at the Nabarlek Uranium Project in the NT and it is delivering exciting uranium results at several prospects surrounding the historical Nabarlek Uranium Mine. Located close to the world-class Ranger Mine, could this be Australia’s next Ranger?

https://www.devexresources.com.au/sites/default/files/asx-announcements/61163163.pdf
 
What do we know. Showing potential but is it underground open pit. Who else in the area?

Vimy used to describe it as the Athabasca.
 
Not to forget Boss Energy (ASX:BOE) who released good looking drilling results that will add very handy life to their Honeymoon Well in-situ recovery mine.

https://bossenergy.com/investors/asx-announcements