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 …
The National Energy Compact was officially launched on Thursday, in a landmark step to end reliance on power imports. The launch marked the country’s formal entry into Mission 300, a high-stakes global initiative led by the World Bank Group and the African Development Bank to provide electricity to 300 million people across Sub-Saharan Africa by …
Pensioner Jiang Fuxue is an avid gardener. Even during winter snowstorms in his hometown of Haiyang in Northern China, he tends to the plants in his home in a balmy 23 degrees Celsius. For many around the world, keeping an apartment this warm in winter would be unaffordable, or at least not recommended in the light of …
Kazakhstan’s state-owned uranium producer Kazatomprom has signed an agreement to supply uranium products to Japanese utility Kansai Electric Power Co., the companies announced Monday. The agreement will provide uranium for Kansai’s nuclear power plants as Japan continues the gradual restart of its nuclear fleet. The deal was finalized during Kazakh President Kassym-Jomart Tokayev’s visit to …
President Droupadi Murmu has granted assent to the SHANTI Bill, opening India’s civil nuclear power sector to private participation. President Droupadi Murmu has granted assent to the Sustainable Harnessing and Advancement of Nuclear Energy for Transforming India (SHANTI) Bill, paving the way for private participation in India’s civil nuclear sector. A government notification said the …
Multi-billion-dollar uranium enrichment capacity expansion expected to create thousands of U.S. advanced manufacturing jobs and drive U.S. exports Centrifuge manufacturing begins New enrichment capacity expected to come online in 2029 Centrus Energy (NYSE: LEU) announced today that it has begun domestic centrifuge manufacturing to support commercial Low-Enriched Uranium (LEU) enrichment activities at its Piketon, Ohio, …
Today, Ontario Premier Doug Ford and New York Governor Kathy Hochul signed an agreement to work together to advance the development of affordable, reliable and clean nuclear power. As part of this agreement, Ontario Power Generation (OPG) and the New York Power Authority (NYPA) have signed a Memorandum of Understanding that will leverage Ontario’s …
Namibia’s diamond revenues have been overtaken by income from other minerals for the first time. Namibia’s revenue from non-diamond minerals surpassed diamond revenues for the first time due to increased uranium production and rising gold prices. Diamond exports, traditionally a significant part of Namibia’s economy, saw reduced revenues due to declining natural diamond prices and …
West Michigan’s shuttered nuclear power plant won’t start generating electricity until 2026, the company confirmed in a statement to FOX 17. Palisades Nuclear Generating Station is in the middle of the first restart of a nuclear reactor in U.S. history. The plant was estimated to restart by the end of 2025 at the earliest, but …
Adani Group, the conglomerate of Indian billionaire Gautam Adani, is in talks with the state government of India’s northern Uttar Pradesh state on a public-private partnership to build small modular reactors (SMRs) as India opens its nuclear energy sector to private investment. Adani Group is in discussions with Uttar Pradesh officials to build eight SMRs …
The lower house of India’s parliament has passed the bill proposing a new legal framework for India’s nuclear sector – including clearing the way for private sector participation – and discussions have begun in the upper house. The Sustainable Harnessing and Advancement of Nuclear Energy for Transforming India Bill, 2025 – or SHANTI, for short …
