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 …
A Korean delegation plans to visit the United States for talks with Washington on Seoul’s efforts to secure rights for uranium enrichment and spent fuel reprocessing, Foreign Minister Cho Hyun said Friday. Cho made the remarks during a National Assembly session, amid little progress in advancing the security agreement reached under their joint fact sheet, …
GBE‑N has secured its Electricity Generation Licence from Ofgem, marking a key step toward delivering new nuclear power for the UK. Great British Energy – Nuclear (GBE-N) has successfully obtained an Electricity Generation Licence from the Office of Gas and Electricity Markets (Ofgem), representing a landmark moment in its mission to deliver Europe’s first Small …
Korea Hydro & Nuclear Power said Friday it had jointly hosted a small modular reactor technology seminar with the Electricity Generating Authority of Thailand in Bangkok on Thursday and Friday, aimed at expanding bilateral cooperation in next-generation nuclear energy. The event was organized as a follow-up to a memorandum of understanding signed in June last …
NexGen Energy Ltd. (TSX: NXE) (NYSE: NXE) (ASX: NXG) (“NexGen” or the “Company”) is pleased to announce that the Canadian Nuclear Safety Commission (“CNSC”) has, as of today, approved NexGen’s Environmental Assessment (“EA”) and issued a Licence to Prepare Site and Construct (the “Licence”) for the Company’s 100%-owned, generational, Rook I Project (the “Project”). This approval comes …
Boss Energy Limited (ASX: BOE; OTCQX: BQSSF) advises that heavy rain has impacted production at its Honeymoon Uranium Operation in South Australia. The rain has restricted site access and therefore Boss’ ability to receive reagents and other goods required for production. Reagent deliveries and production are expected to resume by 14 March 2026 based on …
– Japan and the US plan to include a nuclear power project in Japan’s $550B investment package. – The project will involve Westinghouse and potentially Japanese firms like Mitsubishi Heavy Industries, Toshiba, and IHI. – Japanese Trade Minister Ryosei Akazawa will visit the US to advance talks ahead of a March 19 meeting. Japan and the United States are working to include a nuclear power project in …
South Korea’s Nuclear Safety and Security Commission has received an application for standard design approval for the Innovative Small Modular Reactor from the i-SMR Technology Development Project Group. The Innovative Small Modular Reactor (i-SMR) – being developed by a consortium led by Korea Hydro & Nuclear Power (KHNP) and the Korea Atomic Energy Research Institute …
TerraPower, a nuclear innovation company, received notification from the U.S. Nuclear Regulatory Commission (NRC) that the Commissioners have voted to award the first Natrium 1 plant, Kemmerer Unit 1, with a construction permit. This is the first commercial-scale, advanced nuclear power plant to ever receive this permit. TerraPower’s president and CEO, Chris Levesque, issued the following statement …
AtkinsRéalis Group Inc. (TSX: ATRL), a world-class engineering services and nuclear company with offices around the world, today announced that its subsidiary Candu Energy Inc. has signed a memorandum of understanding (MOU) with the Türkiye Nuclear Energy Company (TUNAS) to explore opportunities for deploying CANDU® nuclear technology in support of the country’s plans to expand …
Atomic Eagle (ASX:AEU) has identified the Muntanga Uranium Project in Zambia to have a probable ore reserve of 39.6 million tonnes @ 320 parts per million (ppm) triuranium octoxide, containing 28 million pounds triuranium octoxide. The company contracted independent engineer PRODEO Consulting to conduct a review over the validity of Muntanga’s Feasibility Study. The study was …