Darlington SMR renews Canada’s nuclear maturity
Ontario has started construction on the first small modular reactor (SMR) in the G7, as rising power demand and tightening fuel markets test whether new nuclear projects can be delivered…
Technology
Breaking the West’s uranium enrichment bottleneck
With a full U.S. ban on imported Russian enriched uranium set to take effect in 2028, Western utilities are moving to rebuild enrichment and conversion capacity. That shift is reshaping the economics of the nuclear…
Interactive infographic: Global uranium costs
Cost is as important in the economics of mining uranium as it is with precious metals. But the cost of producing uranium oxide (U3O8) by the pound doesn’t neatly align…
Datavault AI launches $150M gold tokenization program
Data monetization company Datavault AI (Nasdaq: DVLT) is launching a $150 million gold tokenization program as part of a multi-component transaction with North American-based mining investment firm King Mining Capital….
Canada positioned for $200B clean energy boom, but faster approvals needed: report
Canada is well positioned to capture up to $200 billion in clean energy investments over the next decade, but how much of that opportunity gets captured will depend on system…
Podcast: From Silicon Valley to mining, ft Earth AI founder Roman Teslyuk
This week’s episode features Earth AI founder, CEO and CTO Roman Teslyuk in conversation with host Adrian Pocobelli about building a tech company that operates in mining. Teslyuk discusses how…
World’s No. 6 uranium miner starts output in Uzbekistan
Uzbekistan’s little known but globally significant state uranium miner Navoiyuran has started commercial production at its Qizilkok project in the country’s central Navoi region. Qizilkok hosts 9,400 tonnes of…
Morgan Stanley flags five miners in space value chain
With a potential initial public offering (IPO) of SpaceX drawing closer, investors are increasingly turning their attention to the broader space economy and the companies positioned to benefit from its…
China copper smelters hit record, space satellites show
Activity at copper smelters in China rose to an all-time high in March as buyers of the red metal increased purchases following a price slump, according to Earth-1, which monitors…
US backs firms for first gallium in 40 years
The U.S. Department of Energy is funding five companies to help establish a domestic supply chain for gallium, a critical material for the defence and semiconductor sectors that America hasn’t…
Moonshot puts global metals scramble on display
Artemis II is set to lift off tomorrow, spotlighting the geopolitical race for the metals behind modern spaceflight. The flight around the Moon, without landing, will carry astronauts aboard the…
Lynas expands non-China supply chain in Vietnam deal
Australia’s Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) is moving deeper into Asia’s non-Chinese production sector as it advances a deal with South Korea’s LS Eco Energy that includes about…