Alexander Downer is best known as a former Australian foreign minister, but his latest claim to fame is an ability to back a winner in a downbeat mining sector thanks to a ride hitched on the remarkable revival of uranium. As a director of London-listed Yellow Cake PLC, Downer has played a modest role in …
NAC Kazatomprom has changed its strategy to be more responsive to prevailing market conditions, CEO Galymzhan Pirmatov told delegates attending the World Nuclear Association Symposium 2018 in London today. Over the past 20 years the Kazakh uranium producer has transformed from a small uranium company to the largest uranium producer in the world, and diversified …
Production cuts, halted projects and operations, as well as renewed interest from investors has helped drive uranium prices up by 30% in the past four months, but experts remain cautious about the long-term outlook for the commodity. Decade-low prices have had a negative effect on the profitability of existing mines and a devastating effect on the capacity …
Do you know that one uranium fuel pellet – about the size of your fingernail – produces the same amount of energy as 17 Mcf of natural gas, 149 bo, or 0.81 metric tons of coal? – Anonymous Nuclear Power Generation According to International Atomic Energy Agency (IAEA), there are a total of 451 nuclear …
The post Yellow Cake Debut described the capital raising effort of one of the newest players in the uranium supply chain. Yellow Cake leadership brought the aspiring intermediary to the capital market at a critical time for uranium producers. The uranium market has been in an extended trough period since the industry peak in 2007. At that time …
Slow demand growth and stockpiles will hinder sector growth, although the uranium price will still rise in the medium term. UK broker Liberum has sounded a note of caution about the future supply-demand balance in the uranium market. In a detailed 11-page research note Liberum set out its case that although demand for uranium from …
Summary Global uranium supply is decreasing, and the long-term demand is increasing. Cameco is testing the depth of the spot market with significant purchases to fulfill long-term delivery commitments. Cameco is one of the few companies that remain consistently cash flow positive in the industry. Energy Fuels’ spare capacity makes them an interesting investment in …
EXCLUSIVE TO SIGHTLINEU3O8 – In response to numerous requests, we are pleased to launch a new section of research focused on those public companies operating in the uranium supply space. UComparables will provide metrics and data gathered across the entire spectrum of uranium exploration companies and uranium development companies. Who is Included For the …