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 …
Evaluating the potential of today’s putative nuclear renaissance requires a critical look at what has changed, what hasn’t, and what would be required to avoid the pitfalls that turned prior periods of nuclear boom to bust. A recent flurry of activity around nuclear energy—driven by an upsurge of interest and incipient investment from technology companies …
Negotiators reached common ground on a memorandum that focuses on extraction of Ukraine’s critical natural resources with the majority of control over funds allocated to the US. Ukraine and the United States signed a memorandum of intent on a minerals agreement, according to Ukraine’s Minister of Economy Yulia Svyrydenko on X. The proposed deal involves …
India is preparing to amend its nuclear liability legislation to cap accident-related penalties for equipment suppliers, in a bid to revive stalled foreign investment in its nuclear sector, particularly from US firms. According to three government sources cited by Reuters, the proposed changes would remove a key clause in the 2010 Civil Liability for Nuclear Damage …
Energy Fuels has successfully developed the technical ability it believes is required to commercially produce samarium, gadolinium, dysprosium, terbium, lutetium, yttrium, and other oxides, at scale through expansion of its existing REE production capability in Utah, at the same time President Trump commences Section 232 investigation on imports of processed critical minerals, including the rare earth, …
Deputy Governor of Southeast Sulawesi Hugua (second from right) together with member of the National Energy Council (DEN) Musri Mawaledha (right) take a photo with officials from the Russian Trade Representative Office in Jakarta on April 17, 2024. (ANTARA/HO-Pemprov Sultra) Kendari, S. Sulawesi (ANTARA) – Indonesia’s National Energy Council (DEN) has expressed support for a …
Construction of the base for the first small modular nuclear power plant begins in Uzbekistan The construction of a construction and installation base (CIB) has begun in Uzbekistan as part of the implementation of the small modular nuclear power plant (SMNPP) project with the RITM-200N reactor, which is being built in the Jizzakh region using …
GoviEx Uranium Inc. (TSXV: GXU) (OTCQB: GVXXF) (“GoviEx” or “the Company”) is pleased to announce that it has further advanced the development of its Muntanga Uranium Project in Zambia with the filing of its draft Environmental and Social Impact Assessment (“ESIA”) with the Zambian Environmental Management Agency (“ZEMA”). This submission marks a key step in …
A rendering of the GE Hitachi BWRX300 small modular reactor. Small modular reactors are more likely than larger designs to achieve long-term “price and performance parity” with conventional energy sources, but only with support from the U.S. government, the Information Technology and Innovation Foundation said in a report released on April 14, 2025. Retrieved from GE Hitachi. …
Market Pressure and Stabilization: The uranium spot price slipped 0.83% in March due to policy and geopolitical uncertainty but stabilized around $65/lb in early April. Structural Bullish Case: Despite market pressures, uranium’s term price remains stable at $80/lb and global supply is constrained below demand levels. Uncorrelated Nature: Uranium remained resilient amid broader market volatility, highlighting its …
The April 9 analysis presumes robust deployments over the next 10 years enabled by design, manufacturing and project management innovations that drive down deployment costs. Dive Brief: New nuclear power capacity could meet about 10% of the projected increase in data center electricity demand by 2035, Deloitte said in an April 9 report. Deloitte expects data …
