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 …
Hitachi’s decision to freeze its $28 billion nuclear power project in Britain strengthens the hand of France’s EDF and its Chinese partner in talks with the government on how to finance new reactors. Funding new nuclear plants has become critical as Hitachi became the second Japanese firm to say its British nuclear power project had …
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) …
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, …
Japanese firm Hitachi is set to cancel a £16 billion nuclear power station in Wales, leaving the long-term future of Britain’s energy sector in jeopardy. While no formal decision has yet been made, the Nikkei newspaper has reported that an impasse in months-long talks between the company, London and Toyko on financing is expected to result in …
Much more rests on the £19.6bn project to construct the Hinkley Point C nuclear power station in Somerset than the ability to power 6M homes. Everyone is bearing the pressure to get it right – from the shovel drivers at a nearby Somerset quarry who wash the wheels of their vehicles to ensure the quality …
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 …
Cameco Corp. (NYSE:CCJ) is the second-largest uranium miner in the world. We like uranium because the demand and supply is easier to keep track of than other commodities. The number of nuclear reactors is known and so are the places where the ore is mined. Uranium prices have rebounded strongly. We bought Cameco two years …
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 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 …
EXCLUSIVE TO SIGHTLINE U3O8: Last month we pointed out a strange anomaly. For the first time in over a decade, the share price of uranium equities had begun to fall while the Spot price of uranium continued to rise. Despite sharing a common movement pattern over the prior 18 months, it appeared that equities were …