UComps: Project Generation Capability for Uranium Explorers

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 …

UComps: Uranium Developers’ Stage

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 …

Keeping Score of Canada’s Infamous Uranium Reservoir – The Athabasca Basin

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 …

Uranium Underfeeding: Big Price Factor? (Part 1)

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 …

China’s Guangdong to have 26 nuclear reactors

China’s southern Guangdong province is on a spree constructing nuclear power plants, with the latest addition to the province’s nuclear plant cluster in the city of Huizhou, 90 kilometers northeast of Hong Kong. Six reactors there will generate 50 billion kilowatt-hours per year to quench the province’s thirst for electricity. The 120 billion yuan (US$17.74 billion) …

Sightline U3O8 Most Read Articles of 2018

Happy New Year and thank you for your readership. We appreciate your interest!! Listed below are the most read articles on SIGHTLINE U3O8 in 2018.  The Global X Uranium ETF resets their expectations – May 2, 2018 Uranium Demand: Is it coming or going?  – February 6, 2018  UComps: Uranium Development Stage Projects: Show me the money? – October 4, …

As the US nuclear fleet ages, one lab group hopes to give it a second wind

Nuclear power provides roughly 20 percent of the United States’ electricity and about half of its low-carbon electricity. Whether you think nuclear power is a good or a bad thing, the fact is that the existing nuclear power fleet contributes a significant amount of energy to the US grid, and all that capacity is rapidly approaching …

Production falloff could lead to a uranium market rebound

Two major players have made significant production cutbacks Denison Mines’ Wheeler River project could come online just as the market rebounds Wheeler’s Phoenix deposit could be the lowest cost uranium mining operation in the world The uranium market has significantly struggled since the Fukushima accident in 2011, which caused the nuclear power industry to retrench. …

Rosatom eyes supplying nuclear fuel for China’s new fast neutron reactor

Rosatom plans to produce and supply nuclear fuel for the construction of the Chinese CFR-600 fast-neutron reactor, the press service Rosatom fuel company Tvel reported on Thursday. “TVEL JSC and Chinese company CNLY (a part of CNNC corporation) have signed the contract for supply of nuclear fuel for CFR-600 fast-neutron reactor which is currently under …