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 …
Kazakhstan’s Ministry of Trade and Integration made an official statement regarding a 27% import tariff recently imposed by the U.S. The agency stated that a significant share of Kazakhstan’s exports to the U.S. is not subject to additional tariffs, as they fall under the exemption list. «The core of Kazakhstan’s exports to the U.S. includes …
Given changing federal policies, the utility company may keep several coal-fired units operating longer than expected, according to its latest resource plan. Dive Brief: PacifiCorp expects to procure through requests for proposals about 2,400 MW of solar, 2,270 MW of wind, 1,680 MW of four-hour storage and 510 MW of 100-hour iron air battery storage …
Purepoint Uranium Group Inc. (TSXV: PTU) (OTCQB: PTUUF) (“Purepoint” or the “Company”) provided its Q2 corporate update on exploration activities across its portfolio of uranium projects in Canada’s Athabasca Basin. This exploration update highlights the continued advancement of multiple high-priority targets as Purepoint executes on its 2025 exploration strategy alongside industry-leading joint venture partners. Smart …
Companies in the United States produced more uranium concentrate in 2024 than in any year since 2018 after a sustained period of higher uranium prices spurred production, according to our recently published Domestic Uranium Production Report—Quarterly. The increase largely came from two in-situ recovery facilities, one in Texas and one in Wyoming, and the resumption of …
NTPC, India’s top power producer, is seeking global partners to build large nuclear reactors with about 15 gigawatts (GW) combined capacity, according to a tender, the first major one since the country moved to open up its much-guarded sector. The state-run company, which mainly runs coal-fired plants, is looking for partners to help set up …
Framatome has been selected by Swiss operator Kernkraftwerk Gösgen-Däniken AG (KKG) for the long-term supply of HTP fuel assemblies and related services to its Gösgen nuclear power plant. The contract covers reload deliveries and related in-core fuel management services from 2026. “KKG is a longstanding customer, and Framatome has supplied fuel to the Gösgen plant for decades,” …
In line with Bruce Power’s Supplier Alliance and Excellence Plan, which focuses on building strong, collaborative relationships with key suppliers to achieve supply chain excellence, the company is pleased to announce a 10-year, $70-million alliance agreement with Trillium Flow Technologies (Trillium). Trillium, a world leader in mission-critical valves, pumps, and aftermarket services in power generation industry, …
We are pleased to report that the US Department of Energy has granted a specific authorization under 10CFR810.9 to Holtec International, with the Indian Government’s (GOI) concurrence, to sell the Company’s flagship small modular reactor SMR-300™ for deployment in the Republic of India. The authorization names three Indian companies – Larsen & Tubro (Mumbai), Tata …
SMRs could help meet an expected surge in U.S. electricity demand coming from the expansion of power-hungry data centers but they are still in the development stage and unlikely to become commercially available until at least the end of the decade. As well as investing billions of dollars to develop this technology ahead of their …
Brazil’s state-run nuclear company Eletronuclear would be able to complete its Angra 3 plant even after energy giant Eletrobras (ELET6.SA), opens new tab sells its minority stake in the firm, Eletronuclear CEO Raul Lycurgo told Reuters on Friday. The remarks come as formerly state-run Eletrobras moves to sell the 35% common-share stake it maintained in Eletronuclear after transferring control …
