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 …
Westinghouse Electric Company today announced an approximately $1 billion investment to construct one of the most advanced nuclear fuel factories in the United States at its Columbia Fuel Fabrication Facility in Hopkins, S.C. This plant, which is the first fleet-scale nuclear fuel factory built in the United States in more than 50 years, is expected …
The 10-day implementation period for a Nuclear Regulatory Commission license amendment at the Palisades Nuclear Power Plant does not establish a deadline for completing the physical recovery of a tilted nuclear fuel assembly, according to Holtec International. Holtec, which owns Palisades, clarified with WNDU that the implementation period applies to incorporating the approved amendment into …
Hungary is considering replacing Russia’s Rosatom as the main contractor in the expansion of its Paks nuclear power plant and has started sounding out alternative suppliers as part of a review of the project, two people said. The project, awarded by Viktor Orban to Rosatom without a tender in 2014, is politically sensitive and extremely …
The Philippines is targeting 1,200 megawatts of nuclear power capacity by 2032 to strengthen energy security, DOE Secretary Sharon Garin said Tuesday during the opening of the World Nuclear Supply Chain and Philippine International Nuclear Energy Forum 2026. “These developments are bringing renewed attention to nuclear power as a reliable, low-carbon source of electricity,” Garin …
AtkinsRéalis Group Inc., a world-class engineering services and nuclear company with offices around the world, today announced that AtkinsRéalis, the State of Indiana and Hoosier Energy Rural Electric Cooperative have signed a Memorandum of Understanding (MOU) to explore the potential development of a campus of up to eight CANDU® nuclear reactors that could provide up …
South Korea and the Czech Republic held the third Dukovany implementation review meeting on the 20th, checking the schedule and local licensing procedures for the Dukovany nuclear project. South Korean Trade, Industry and Energy Minister Kim Jung-kwan signaled hopes that Korean companies will also participate in Temelin Units 3 and 4, and Korea Hydro & …
12-unit Xe-100 plant proposed near former Breed coal plant in Sullivan County, Indiana Joint Development Agreement advances feasibility work for 960 MW of clean, reliable power Amazon to provide development capital for second project in collaboration aimed at bringing at least 5 GW of Xe-100 new nuclear capacity to the grid X-Energy, Inc. (Nasdaq: XE) …
New Delhi, Oct 18 (PTI) State-owned NTPC plans to initiate feasibility studies in more states, including Uttar Pradesh, for proposed nuclear power projects as part of its drive to expand non-fossil fuel energy capacity to at least 2 GW by 2032, according to a senior official. As part of its energy diversification strategy, NTPC, which …
The European Union is rolling out a range of measures against the surge in energy prices, including the release of 100 million barrels of oil and diesel and extending the temporary state aid framework, European Commission President Ursula von der Leyen said after the meeting of the European Council. EU leaders are yet to agree …
Taiwan should not rule out any energy source or abandon environmental sustainability in favor of ideology and short-term benefits, President Lai Ching-te (賴清德) said in a recent interview, calling for a “professional assessment” of whether nuclear power should be reintroduced into Taiwan’s energy mix. In an online interview with influencer Yu Ting-hao (游庭皓) that aired …