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 …
CME’s new contract aims to meet rising investor demand for physical uranium exposure Current CME uranium contract is thinly traded, with limited open interest and liquidity Demand for uranium expected to more than double by 2040, World Nuclear Association says CME Group (CME.O), opens new tab plans to launch a physically based uranium futures contract in the …
Ur-Energy Inc. (NYSE American:URG)(TSX:URE) (the “Company,” “Ur-Energy” or “we”), a domestic uranium producer with ISR projects that are among the largest and lowest-cost in the United States, is pleased to announce its financial and operational results for the first quarter ended March 31, 2026. The Company will host a conference call and webcast on Monday, May …
The Lubiatowo-Kopalino site is a suitable location for Poland’s first nuclear power plant, the president of the National Atomic Energy Agency has determined after examining the Preliminary Site Report for the facility. The preliminary site assessment covered: seismic, tectonic, geological-engineering, hydrogeological, hydrological and meteorological conditions of the site area; external events resulting from human activity …
The Uranium Mining and Nuclear Facilities (Prohibitions) Repeal Bill 2025 has passed the New South Wales Legislative Council, with the Minerals Council of Australia (MCA) backing the move as a step towards a more consistent national uranium policy. Introduced by Legislative Council member John Ruddick, the Bill seeks to dismantle New South Wales’ long-standing legislative barriers to …
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) (“Energy Fuels” or the “Company”), a leading U.S. producer of uranium, rare earth elements (“REEs“), and other critical minerals, today reported its financial and operational results for the quarter ended March 31, 2026. The Company previously announced details for its upcoming May 7, 2026, earnings call. “Building on the strong foundation established …
Confirming Both Expansion and Continuity of Primary High-Grade Subdomain and Confirmation of New High-Grade Subdomain at Depth RK-25-239 returns 13.0 m at 5.2% U3O8, including 0.5 m at 30.2% U3O8 confirming expansion of the growing high-grade subdomain 33 m up dip of RK-25-232 (15.0 m at 15.9% U3O8) RK-25-240 returns 10.0 m at 3.95% U3O8, including …
Sprott Inc. (NYSE/TSX: SII) (“Sprott” or the “Company”) today announced its financial results for the three months ended March 31, 2026. Management commentary “Sprott’s Assets Under Management (“AUM”) were $65.1 billion as at March 31, 2026, up 9% from $59.6 billion as at December 31, 2025,” said Whitney George, Chief Executive Officer of Sprott. “Gold and …
The document explicitly states in its conclusions that the nuclear facility should not be shut down, describing the decision as one driven solely by political and ideological motives. The European Parliament has called on the Spanish Government of Pedro Sánchez to reconsider its decision to close the Almaraz nuclear power plant, warning of the negative …
Taipower and government say fuel cannot be loaded without operating license TAIPEI (Taiwan News) — Taipower Chair Tseng Wen-sheng (曾文生) said Tuesday the company does not have the authority to unilaterally decide on the transport or loading of nuclear fuel rods. A UDN report suggested on Sunday that Taipower may negotiate the purchase of new fuel rods …
Cameco reports first quarter 2026 results: financial results and operational execution reflect disciplined strategy; annual guidance unchanged; nuclear energy on track for long‑term growth in support of global demand Cameco (TSX: CCO; NYSE: CCJ) today reported its consolidated financial and operating results for the first quarter ended March 31, 2026, in accordance with International Financial Reporting …