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 …
Prime Minister Giorgia Meloni described the plan as a step towards energy security and self-sufficiency. Italy’s government on Friday adopted a law paving the way for a return to nuclear energy almost 40 years after it was banned by referendum, in what Prime Minister Giorgia Meloni described as a step towards energy security and self-sufficiency. …
The Mineral Resource Estimate (MRE) for Westmoreland has been updated to include results from drilling carried out in 2012, 2023 & 2024. The updated Mineral Resource Estimate reports a Total Indicated Resource of 48.1 MLbs. of U3O8 at an average grade of 770 ppm and a Total Inferred Resource of approximately 17.7 MLbs. of U3O8 at an …
IsoEnergy Ltd. (TSX:ISO, OTCQX:ISENF) (the “Company” or “IsoEnergy”) is pleased to announce that it has closed its previously announced bought deal financing, pursuant to which the Company sold 5,335,300 common shares of the Company (the “PFT Shares”) that will qualify as “flow-through shares” (within the meaning of subsection 66(15) of the Income Tax Act (Canada) (the “Tax …
Energy Fuels Inc. (NYSE American: UUUU)( TSX: EFR) (“Energy Fuels” or the “Company”), a leading U.S. producer of uranium, rare earth elements (“REE“), and heavy mineral sands (“HMS“), today reported its financial results for the year ended December 31, 2024. The Company previously announced details for its upcoming February 27, 2025 earnings call, which are also included in this news release. …
Denison Mines Corp. (“Denison” or the “Company“) (TSX: DML) (NYSE American: DNN) is pleased to announce that the Canadian Nuclear Safety Commission (“CNSC“) Registrar has set the schedule for the CNSC public hearing (“Hearing“) for the Wheeler River Uranium Project (“Wheeler River“, or the “Project“). The Hearing is scheduled to be held in two parts (October …
Sprott Inc. (NYSE/TSX: SII) (“Sprott” or the “Company”) today announced its financial results for the year ended December 31, 2024. Management commentary “Sprott’s Assets Under Management (“AUM”) ended the year at $31.5 billion, down 6% from $33.4 billion as at September 30, 2024, but up 10% from $28.7 billion as at December 31, 2023. 2024 was …
Constellation Energy’s ambitious plan to restart the Three Mile Island Unit 1 as the Crane Clean Energy Center (CEC) is proceeding ahead of schedule, shooting for a 2028 start date, despite a new report that suggests Microsoft may be re-evaluating its data center strategy. Just five months after Constellation announced a landmark 20-year power purchase agreement …
A rightward shift in German politics may not have been decisive enough to have a major effect on energy and climate policies. The center-right Christian Democratic Union won the general election on Sunday with promises to restrict immigration, reduce taxes and make energy more affordable. The party, whose leader, Friedrich Merz, is poised to become …
U.S. Energy Secretary Chris Wright says it’s critical that the nation be out in front when it comes to artificial intelligence, and that means having reliable and affordable sources of electricity to meet the growing demands of the technology sector. Wright made the comments Tuesday before touring Sandia National Laboratories. On Monday, he visited Los Alamos National …
Skyharbour Resources Ltd. (TSX-V: SYH) (OTCQX: SYHBF) (Frankfurt: SC1P) (“Skyharbour” or the “Company”) is pleased to announce the commencement of its winter phase of diamond drilling at the 73,314 hectare Russell Lake Uranium Project (“Russell” or the “Project”). The Project is 57.7% owned by Skyharbour as operator with joint-venture partner Rio Tinto Exploration Canada Inc. (“RTEC”) owning the other 42.3%. It …
