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 …
The U.S. Department of Energy’s Office of Energy Dominance Financing today announced the financial close of a loan of up to $1.9 billion to NextEra Energy to help finance the restart of the Duane Arnold Energy Center in Linn County, Iowa. The U.S. Department of Energy’s (DOE) Office of Energy Dominance Financing (EDF) today announced …
West Virginia’s governor announced Tuesday that the state has signed a memorandum of understanding to become one of six states participating in an initiative aimed at investing in nuclear energy. Gov. Patrick Morrisey said in a news release the move makes West Virginia the sixth state to participate in the Nuclear Lifecycle Innovation Campus initiative, …
Thailand’s draft power plan would put the Electricity Generating Authority of Thailand in charge of the first proposed 300MW nuclear project. Thailand’s draft power development plan, unveiled during a public hearing in Bangkok on Tuesday (September 8, 2026), envisages up to 9,000MW of small modular nuclear capacity by 2050 to secure round-the-clock clean electricity supplies …
NextEra Energy, Inc. (NYSE: NEE) today announced that it and the U.S. Department of Energy (DOE), through its Office of Energy Dominance Financing (EDF), have reached a combined conditional commitment and financial close on a loan of up to $1.9 billion to support the restart of the company’s Duane Arnold Energy Center in Iowa. This milestone …
Korea Hydro & Nuclear Power (President & CEO KIM Hoe Chun, hereinafter “KHNP”) signed a Letter of Intent (LOI) with French company Orano for long-term cooperation in the uranium enrichment sector at the Elysee palace, in the presence of two Presidents of South Korea and France. The LOI builds on the MoU on global and …
IsoEnergy Ltd. (“IsoEnergy”, or the “Company”) (NYSE American: ISOU); (TSX: ISO) is pleased to report on radioactive zones intersected in summer drilling along the Hurricane South Trend on the Larocque East project (the “Project“), which hosts the high-grade Hurricane deposit (“Hurricane” or the “Deposit“). Summer drilling at Larocque East totaled 10,159 m in 26 holes, for a year-to-date …
South Africa’s Industrial Development Corporation (IDC) plans to sell its stake in a Namibian uranium project because the mine’s backers include Iranian and Russian entities. The IDC owns about 10.5% of Rossing Uranium, the development financier said in its annual report. The Iranian and Russian firms are under international sanctions, which would leave the IDC vulnerable, the company said. “The …
Laramide Resources Ltd. (TSX: LAM) (ASX: LAM) (OTCQX: LMRXF) (“Laramide” or the “Company”) is pleased to announce that, further to its news release dated July 22, 2026, the Company has filed the independent National Instrument 43-101 (“NI 43-101”) Technical Report supporting the updated Preliminary Economic Assessment (“PEA”) for its 100%-owned Westmoreland Uranium Project in Queensland, Australia. The …
Uzbekistan plans to complete design documentation for a new nuclear power plant by the end of 2026, according to the state nuclear energy agency Uzatom. The project is also expected to enter a new phase later this year, with construction of external infrastructure networks scheduled to begin and efforts to expand the local production of …
Uranium prices are gaining momentum again, approaching $89/lb in August after spending five months range-bound between $84 and $87. A structural supply deficit is driving the bullish outlook, as years of underinvestment and decade-long mine development timelines struggle to keep pace with expanding reactor demand. AI, data centers and China’s nuclear buildout could tighten the …