Too much for this black duck today
"Congress is the Sanctioning Russia Act of 2025, introduced by Senators Lindsey Graham and Richard Blumenthal. This act proposes a 500%
tariff on imports from countries purchasing Russian oil, gas, uranium, and other products to pressure Russia into good-faith peace negotiations with Ukraine."
Stolen from behind a paywall just
" 3.2M lbs. traded in twenty transactions" over the last two weeks
"Nuclear Clean energy investment and production tax credits appear to remain in the Senate version of the “Big Beautiful Budget Bill,”
with a couple of caveats. The ITCs will phase out by 2036, New US nuclear investments will have to be underway before 2033 to receive 100% of the incentives. "
The other stuff is not as easy for solar and other bits with "
Instead, things such as solar panels and wind farms would need to begin construction this year in order to receive the full credit amount.
Projects that begin construction in 2026 would get 60 percent of the credit, while projects that begin construction in 2027 would receive 20 percent. Projects constructed in 2028 or later would not be eligible for the credit.
This, too, appears to be more flexible than the House text, which required projects to not just start construction but actually be producing electricity by the end of 2028 to qualify for the credit.
"
I fully loaded so off for a nice lunch while the waiting goes on for a short time until the 20th or so. Just pondering the real what ifs
will:
- SPUT’s buying $200,000,000 be already in play for the 20th or over multiple weeks or even months
- Will SPUT’s buying and the price movement bring some utilities to the table
- Will the Indian/Cameco contract beat all of above
- Cannacord deal to load up SPUT with an extra $200,000,000 when not at NAV took 4 years. but just a few weeks from the other 25 million. How much more money will flow via that method raising the price bar once the reallocation of LARGE funds occurs as it will
(20min delay)