Mining rock for 81 years
https://www.railpictures.net/photo/886853/

Herzog is a railroad builder/maintenance company.  Those Herzog ballast cars have a solar panel and GPS systems in each car.  They are side-dump cars that can lay a pile of ballast next to the rail at 15mph as programmed by GPS for maintenance areas along the rail line.  Later some maintenance machines manipulate the ballast between the rails and ties.

Did someone tell these migrants the streets are made of gold? What the heck are they doing! The place is thrashed. They put the lime in da coconut and drank it all up.

AFD Deaths PROVE Globalist Desperation – Why They’re TERRIFIED of Trump’s Four-Power Alliance

Iareal is putting up razor wire around 8000  Palestinians keeping them from food and farm land while they continue to deny they are starving them to death.

https://x.com/abierkhatib/status/1964342888709435615

• What happened:Multiple undersea cables were cut, disrupting internet access in several countries, including parts of Asia and the Middle East. 
• Impact:Microsoft’s Azure cloud services experienced increased latency, with traffic to and from Asia and Europe being affected. 
• Who is suspected:The Houthi rebels in Yemen have been mentioned as a potential culprit due to their ongoing attacks on shipping in the Red Sea. However, the Houthis have also denied targeting cables in the past. 
• How it could have happened:Cables can be cut by anchors being dropped from ships, which is a plausible scenario given the high volume of marine traffic in the region. 
• Repair efforts:Fixing undersea cables is a lengthy process, as repair ships must be dispatched to locate the damage and perform the repairs. 

https://maninamerica.substack.com/p/soaring-gold-exposes-the-imminent?publication_id=1040302&post_id=173000536&r=poko7&triedRedirect=true

Uranium’s Supply Collapse Creates Rare Investment Opportunity!

• Uranium market fundamentals reveal a critical supply deficit with current spot prices of US$75-80/lb insufficient to incentivize new greenfield developments requiring US$150/lb economics, while global nuclear capacity expansion accelerates without corresponding production pipeline.
• The US uranium industry workforce has contracted 98% from 25,000 professionals in the 1970s to 500-600 today, creating severe technical capacity constraints that limit production scaling and require multi-year rebuilding programs for operational expertise.
• Bipartisan US legislation targeting Russian uranium import reduction has strengthened domestic producer positioning, with policy initiatives supporting nuclear baseload requirements for data centers and SMR deployment creating additional demand streams beyond traditional utility contracts.
• Established uranium processors maintain significant cost advantages with Energy Fuels achieving US$23-30/lb operating costs at its White Mesa Mill facility, compared to greenfield project requirements exceeding US$150/lb full-cycle economics in current market conditions.
• Advanced exploration companies are demonstrating exceptional technical execution rates, with ATHA Energy achieving 100% mineralization intersection success across 25 drill holes and 10,000 meters of drilling, positioning for resource expansion as existing world-class deposits approach depletion phases.

Introduction to the Uranium Market

The uranium market is experiencing unprecedented dynamics as global nuclear demand accelerates while supply chains face significant constraints. Mark Chalmers, CEO of Energy Fuels and a uranium industry veteran with nearly five decades of experience, describes the current environment as “a very exciting time for this space, both critical minerals and uranium production in the world globally.”

Energy Fuels, now valued at over $3 billion, represents the American uranium production renaissance, operating as a critical mineral company built around domestic uranium production. Meanwhile, Troy Boisjoli, CEO of ATHA Energy, brings a Canadian exploration perspective, having advanced projects from grassroots discovery through feasibility studies during his tenure at major producers including Cameco and NexGen Energy.

The convergence of these perspectives – established production capability and advanced exploration – provides investors with a comprehensive view of the uranium investment landscape. Both executives emphasize that the current market represents a fundamental shift from previous cycles, driven by genuine supply constraints rather than speculative demand.

Panel with Energy Fuels’ President & CEO, Mark Chalmers, and ATHA Energy’s CEO, Troy Boisjoli

The North American Uranium Landscape

The United States uranium sector faces significant restart challenges as companies attempt to revive dormant operations after years of market stagnation. Chalmers notes that “there has not been exploration going on actively in any big way” for over a decade, creating a pipeline problem that extends far beyond immediate production concerns.

Current restart efforts across the American uranium sector have encountered various obstacles, from workforce shortages to permitting delays. However, these challenges occur against a backdrop of unprecedented political support for domestic uranium production. The focus on reducing dependence on Russian uranium supply has created policy tailwinds that benefit American producers.

Energy Fuels’ position in this landscape is particularly noteworthy given its operational White Mesa Mill facility, which maintains 105 employees and continues processing uranium with operating costs between $23-30 per pound. This cost structure provides substantial margins at current uranium prices of $75-80 per pound, demonstrating the economic viability of properly positioned American uranium operations.

The company’s integrated approach extends beyond traditional uranium mining to include rare earth processing capabilities, positioning it to benefit from broader critical minerals demand. This diversification strategy reflects the evolving nature of the American uranium sector, where companies must adapt to capture multiple revenue streams while maintaining core uranium production capabilities.

Canadian Exploration & Long-Term Demand

Canada’s uranium exploration sector presents a different but complementary opportunity set, focused on discovering the large-scale deposits necessary to meet future demand growth. Boisjoli emphasizes that ATHA Energy’s investment horizon extends “further than the next 18, 24 months” to capture demand growth over the next five to ten years.

The Canadian exploration thesis rests on fundamental supply-demand mathematics that reveal substantial gaps in future uranium availability. Boisjoli argues that current demand growth represents the most significant expansion “since the 1960s, 70s when you had the initial adoption of civil nuclear technology across the western world.”

ATHA Energy’s systematic approach to exploration has yielded impressive technical results, including a 25-for-25 success rate in drill holes across their expansion program at the Angilak project. This technical execution demonstrates the viability of Canadian exploration companies in discovering new uranium deposits, particularly important given the depletion of existing world-class mines.

The Athabasca Basin region, where ATHA Energy operates, maintains a concentration of uranium expertise that has been preserved through continuous operation unlike other global uranium districts. This knowledge base provides Canadian exploration companies with competitive advantages in technical execution and project development capabilities.

CONTINUED…

READ THE CRUX INVESTOR ARTICLE HERE!

and GDX makes all time Hi weekly close

.@SecScottBessent cooks Kristen Welker: "If things are so bad, why was the GDP 3.3%? Why is the stock market at a new high?… You're quoting Goldman Sachs. I made a good career trading against Goldman Sachs." 🤣 pic.twitter.com/YXczOcgh7R

— Rapid Response 47 (@RapidResponse47) September 7, 2025

with elemf / emx meger they’ll even have more exposure to gold

THE KOBEISSI LETTER: We have RISING interest rates as markets “price-in” Fed interest rate CUTS!

X THREAD

This is the definition of broken:

In 15 days, the Fed will cut rates for the first time in 2025, yet the 30Y Treasury Yield is now near 5.00%.

We have RISING interest rates as markets “price-in” Fed interest rate CUTS.

Do you realize what’s happening?

There is now a 90% chance that the Fed cuts rates by 25 basis points on September 17th.

AND, the market sees a BASE-CASE of 50 basis points of rate cuts in 2025.

There’s even a 34% chance of 75 basis points of rate cuts this year.

Finally, some relief for consumers, right?

Wrong.

Treasury yields are surging in the US today with the 30Y Note Yield back at 5%.

These are the same levels seen in 2008, amidst the biggest financial crisis in US history.

Interest rates are literally rising as the market prepares for rate cuts to begin.

CONTINUED…

READ THE KOBEISSI LETTER X THREAD HERE!

Zoom earth will keep track of that hurricane and other weather events coming your way. You can move it around and zoom in. Looks like it’s going around you.

https://zoom.earth/maps/satellite/#view=-50.3,-150,3.6z

ELLABELL, Ga. (AP) — Immigration authorities said Friday they detained 475 people, most of them South Korean nationals, when hundreds of federal agents raided the sprawling manufacturing site in Georgia where Korean automaker Hyundai makes electric vehicles.

Steven Schrank, the lead Georgia agent of Homeland Security Investigations, said during a news conference Friday that the raid resulted from a monthslong investigation into allegations of illegal hiring at the site and was the “largest single site enforcement operation” in the agency’s two-decade history.

  https://share.google/lutESNhgjSscH81jK

Its been a quiet year this year so far. Gas up prices could rise.

Read the latest. It’s shifting. Shouldn’t be so bad.

My daughter in law watching a sports game here the surviving members of the Greatful dead were there. They changed their name to Dead&Company. Sheesh they should of just added company to the original name.

Hurricane KIKO due to make a close pass north of the island Tuesday.  I’m ready.  We will get some wind and rain, but I doubt anything serious here on my volcano.

https://zoom.earth/maps/satellite/#view=18.092,-149.08,6z

The Rio Grande Zephyr kept running through
the mountains even after Amtrak started.
https://www.railpictures.net/photo/886500/

Scroll down to price by year.

By 2030 it’s price in the hundreds. But 2050 in the multi thousands. Kag price though.

Silver Price Prediction: Future KAG forecast 2025-2030, 2040 & 2050 https://share.google/3bLzmJWQGPL0vGrCk