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 …
Rafael Mariano Grossi, Director General of the International Atomic Energy Agency, and Ajay Banga, President of the World Bank Group, sign a partnership agreement to collaborate on the safe, secure and responsible use of nuclear energy for development. (Photo: M Arnaldo/World Bank) The World Bank Group and the International Atomic Energy Agency (IAEA) sealed an agreement …
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”), recently commenced 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 …
Global Atomic Corporation (“Global Atomic” or the “Company”) (TSX: GLO, OTCQX: GLATF, FRANKFURT: G12) is pleased to announce the closing of its previously announced non-brokered private placement (the “Offering”) for gross proceeds of C$24,839,160 from the sale of 31,048,950 units of the Company (each, a “Unit”) at a price of C$0.80 per Unit. Red Cloud Securities …
Amid surging demand and limited grid capacity, SMRs emerge as controversial but viable option Small modular reactors or SMRs are reemerging in the national energy conversation as South Korea reevaluates its energy strategy, driven by a sharp rise in electricity demand from artificial intelligence and data center expansion. The new liberal administration under President Lee …
The former Three Mile Island nuclear power plant in Pennsylvania may restart in 2027, about a year ahead of schedule after being put on a fast track to connect to the regional grid, executives with the plant’s owner Constellation Energy said on Wednesday. Constellation struck a deal last September to power Microsoft data centers, paving …
Vietnam is seeking urgent discussions with Russia in an effort to accelerate its nuclear energy program, flagging risks to the country’s goal of having a reactor in operation by the end of the decade. The government has asked authorities to “urgently organize negotiations” with Russia to move forward on signing an investment cooperation agreement for …
High-priority uranium targets to be drilled to unlock further scale and enhance project economics Step-out and in-fill exploration follows identification of extensive zones of uranium mineralization GoviEx Uranium Inc. (TSXV: GXU) (OTCQB: GVXXF) (“GoviEx” or “the Company”) today announces the launch of the 2025 field season at the Muntanga uranium project in Zambia (“Muntanga”). Following four …
IsoEnergy Ltd. (NYSE American: ISOU; TSX: ISO) (the “Company” or “IsoEnergy”) is pleased to announce that it has closed its previously announced bought deal financing, pursuant to which the Company sold 5,121,500 common shares of the Company (“Common Shares”) at a price of C$10.00 per Common Share (the “Offering Price”) for gross proceeds of C$51,215,000 …
Among the rising demand for critical minerals is a surge in uranium mining stocks that corresponds to advancements in artificial intelligence (AI) and a push for greater use of nuclear energy. Many people are viewing nuclear energy as a viable source due to its low greenhouse gas profile while also delivering the highest capacity. Essential to nuclear energy is …
Apollo (NYSE: APO) today announced that Apollo-managed affiliates, funds, and strategic accounts have signed an agreement to invest up to £4.5 billion in fixed-rate callable notes issued by Électricité de France (“EDF”) pursuant to its €50 billion Euro Medium Term Note (“EMTN”) program. Proceeds from the financing will be used primarily to finance EDF projects …
