EXCLUSIVE TO SIGHTLINE U3O8 – This month’s UComparables edition will focus on the Uranium Explorers’ ability to be project generators and de-risk exploration by accessing capital from partners to fund the high-risk and expensive drilling phases of exploration. A project generator (“PG”) is defined as a company that acquires and maintains a portfolio of multiple …
EXCLUSIVE TO SIGHTLINE U3O8 –This month’s UComparables edition will focus on the Uranium Developers and the simple metrics of their key project’s stage of development – specifically, resource size, grade and mining method. As stated in the past, it is not our intention to provide analysis or opinion as to the investment potential of these …
EXCLUSIVE TO SIGHTLINE U3O8 – When engaging with various members of sightlineu3o8.com, we are often asked about the models we use to predict long-term and spot U3O8 prices. With uranium prices at all time lows and suppliers implementing production cuts to incentivize prices back up, regular readers are anxious to integrate our forecasts into their …
In 1981, the Cigar Lake uranium deposit was discovered in Saskatchewan’s Athabasca Basin. A monster in its day, eventually sizing up at 290MM lbs. of U3O8 at a mine grade of 15%! Seven years later and 45 km (28 miles) away the McArthur River deposit was found, dwarfing Cigar with its 500MM lbs. of U3O8 …
EXCLUSIVE TO SIGHTLINE|U3O8 – Anyone who follows the uranium market is familiar with Canada’s legendary Athabasca Basin (the “Basin”) – host to the “world’s richest uranium deposits with U3O8 grades reaching 10 times that seen around the rest of the world”. Most, however, may not be familiar the true bounty of the region’s uranium stores …
EXCLUSIVE TO SIGHTLINE U3O8 – With major uranium producers committing to supply cuts in response to record low U3O8 prices, the industry is poised for a strong price trend reversal. As producers take steps to drive U3O8 prices upward, examining the demand side of the U equation becomes critical. Many headlines would suggest that Uranium …
EXCLUSIVE TO SIGHTLINE U3O8 – As discussed last month in Part 1, many analysts will cite uranium underfeeding (enrichment of tail assays) and subsequent sale of low-enriched uranium (LEU) on the spot market as one of the key drivers behind the fall of U3O8 prices. Lower demand drove enrichers to increase underfeeding to prop up …
EXCLUSIVE TO SOURCELINE U3O8 – Since 2007, U3O8 prices have largely been moving in one direction – down. With long-term and spot prices languishing at 12-year lows, the uranium sector has been struggling over the past few years. Many analysts will cite uranium underfeeding and the subsequent sale of additional enriched uranium on the spot …
Nuclear waste protester Kuo Chien-ping says his fight will continue. Photographer: An Rong Xu/Bloomberg Photo by An Rong Xu /Photographer: An Rong Xu/Bloombe Lack of long-term waste storage and Japan meltdown fueled opposition to atomic power In 1996, a rust-streaked freighter carrying barrels of nuclear waste attempted to dock at Orchid Island off the southeast coast of Taiwan. …
The Doel nuclear power plant in Doel, Belgium © BELGA PHOTO DIRK WAEM The Chamber of Representatives has voted by a large majority to repeal a 2003 law setting out plans to phase out nuclear power. The bill to repeal the nuclear exit law was proposed by the majority parties and received support from opposition …
National Atomic Company “Kazatomprom” JSC, the Ministry of Energy of Romania, and the state company SN Nuclearelectrica S.A. held negotiations on expanding bilateral cooperation in the supply of natural uranium and the development of the beryllium industry. The negotiations took place in Astana as part of the meeting of the Kazakhstan-Romania Energy Working Group. The …
Drafts of executive orders reportedly circulating within the White House reveal a potential sweeping overhaul of U.S. nuclear power policy, with the aim of quadrupling nuclear energy capacity by 2040. The proposals, if enacted, would significantly shift authority to federal departments, streamlining approval processes for reactor designs and projects. According to a review by Politico’s E&E …
Skyharbour Resources Ltd. (TSX-V: SYH) (OTCQX: SYHBF) (Frankfurt: SC1P) (“Skyharbour” or the “Company”), is pleased to announce that its joint-venture partner, Orano Canada Inc. (“Orano”), will commence a large-scale diamond drilling program at the 49,635-hectare Preston Uranium Project (“Preston” or the “Property”) located in the western Athabasca Basin, Saskatchewan, Canada. The drilling program will consist of approximately 6,000 to 7,000 metres …
The country has built up the best large-scale atomic-energy industry outside China and Russia. Now it stands to reap financial and diplomatic rewards. A machine the height of an eight-story building is working around the clock in the South Korean port city of Changwon, bearing down on massive slabs of red-hot steel with the force of 240,000 men. Doosan …
CONSENSUS REQUIRED: DPP caucus chief executive Rosalia Wu said that the continued use of nuclear power is a serious issue and should not be politicized The legislature yesterday passed an amendment to extend the operating license of nuclear reactors, potentially pushing back the implementation of Taiwan’s “nuclear-free homeland” policy by another two decades. The No. 2 …
National Atomic Company “Kazatomprom” JSC announces that Development Bank of Kazakhstan JSC and Taiqonyr Qyshqyl Zauyty LLP (TQZ) concluded an agreement on opening a credit line to finance the construction of the sulphuric acid plant with a capacity of 800 thousand tons per year in Taikonur, Turkestan region. The total cost of the investment project …
The management of Orano has still received no information regarding the director of Orano Mining Niger, after the Nigerien security services raided the offices of its subsidiaries SOMAÏR, COMINAK, IMOURAREN SA and Orano Mining in Niamey on Monday, May 5th. During this intrusion in the premises, electronic devices and cellphones belonging to all staff were …
Global Atomic Corporation (“Global Atomic” or the “Company”), (TSX: GLO, OTCQX: GLATF, FRANKFURT: G12) announced today its operating and financial results for the quarter ended March 31, 2025. For more detail, please refer to the Condensed Interim Consolidated Financial Statements and Management’s Discussion and Analysis for the quarter ended March 31, 2025, on the Company’s …
