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 Emirates Nuclear Energy Company (ENEC) signed a Memorandum of Understanding (MoU) with the Saskatchewan Research Council (SRC) and the Global Institute for Energy, Minerals and Society (GIEMS), Canada, on the margins of the World Future Energy Summit (WFES) in Abu Dhabi, UAE, to advance cooperation across nuclear research, development and capacity building. The MoU …
Germany’s decision to shut down all its nuclear power plants was a “huge mistake” and has come at a high cost to the economy, Chancellor Friedrich Merz said yesterday, speaking to the German Chamber of Industry and Commerce in Dessau. His comments reignited debate over the country’s long-term energy strategy and power generation capacity. “It …
Russian nuclear regulator Rostekhnadzor has approved a five-year life extension for Leningrad nuclear power plant’s unit 4 – which will take the RBMK-1000 reactor to 50 years of operation. The licence approval followed what it called a comprehensive analysis and inspection of equipment and documentation “to ensure compliance with modern safety and reliability requirements” and “the …
To further its nuclear partnership with one of Africa’s most influential nuclear stakeholders, Russia, Namibia recently discussed advancing the timeline for an intergovernmental agreement on cooperation in the peaceful use of nuclear energy. Russia and Namibia are negotiating an agreement to cooperate on peaceful nuclear energy development. A Namibian delegation recently met with Rosatom representatives in Moscow …
Forsys Metals Corp. (TSX: FSY) (FSE: F2T) (NSX: FSY) (“Forsys” or the “Company”) is pleased to announce further drilling results from its extension and exploration drilling program at the Valencia deposit (under ML 149), part of the Company’s Norasa Uranium project (“Norasa”1). The drilling program’s objective is to expand mineral resources within and adjacent to the …
PCE Expansion: Vertical extent of high-grade subdomain has increased by 23% from 335 m to 412 m with 210 m of strike length. • Additional expansion of the mineralized footprint to 700 m vertical extent (from 600 m) and to 620 m strike length (from 600 m). • Additional high-grade subdomain building at 850 m below …
Skyharbour Resources Ltd. (TSX-V: SYH) (OTCQX: SYHBF) (Frankfurt: SC1P) (“Skyharbour” or the “Company”) is pleased to announce results from its 2025 drilling campaign at its 100% owned 35,705 hectare Moore Uranium Project, located approximately 15 kilometres east of Denison Mines’ Wheeler River project in the Athabasca Basin, Saskatchewan. A total of twenty-one drill holes were completed totaling 7,884 metres in the …
Global Atomic Corporation (“Global Atomic” or the “Company”) (TSX: GLO, OTCQX: GLATF, FRANKFURT: G12) is pleased to announce a non-brokered private placement (the “Offering”) for gross proceeds of up to C$50 million from the sale of up to 56,818,182 units of the Company (each, a “Unit”) at a price of C$0.88 per Unit. Red Cloud Securities Inc. …
Xcel Energy Chairman, President and CEO Bob Frenzel talks with Minneapolis Fed President Neel Kashkari on Jan. 9, 2026. Nuclear energy is the “preferred source of energy for data centers,” Frenzel said. Permission granted by Federal Reserve Bank of Minneapolis. Supply chains are “actually degrading” while competition for engineering, construction and procurement services from hyperscalers is …
This undated file photo, provided by the Nuclear Safety and Security Commission, shows the Saeul-3 and Saeul-4 reactors in the southeastern port city of Ulsan. (PHOTO NOT FOR SALE) (Yonhap) The state-run Korea Hydro & Nuclear Power Co. (KHNP) plans to boost the use of its nuclear power plants to the highest level in 15 …