Red Cloud’s Talbot shares his top uranium picks
With investors flocking into the uranium space over the past year as the spot price has doubled, we asked David Talbot, Red Cloud Securities managing director and head of equity…
Energy Fuels Inc
Rosita restart positions EnCore Energy as newest US uranium producer
EnCore Energy (TSXV: EU; NYSE: EU) has officially become a uranium producer, with the restart of the South Texas Rosita in-situ uranium central processing plant. The company is anticipating its…
New Tesla motor technology could disrupt rare earths industry
Rare earth element companies may face pressure after Tesla unveiled plans this week to develop car motors without key critical minerals. In North America, California-focused MP Materials (NYSE: MP) and…
EnCore Energy wins court challenge to South Dakota uranium project
EnCore Energy (TSXV: EU; OTCQB: ENCUF) has won a court challenge to its US$32 million Dewey-Burdock uranium project in South Dakota. The Oglala Sioux Tribe and watchdog group Aligning for…
EnCore Energy shares slide on buying another uranium plant in Texas
enCore Energy (TSXV: EU;OTCQB: ENCUF) says it is buying the past-producing Alta Mesa uranium project in Texas from Energy Fuels (TSX: EFR) for US$120 million in a deal boosting its…
Energy Fuels ships uranium, vanadium and REE in the same week for the first time
Energy Fuels (TSX: EFR; NYSE: UUUU) made three commercial shipments of uranium, vanadium and rare earth elements (REE) through its Utah-based White Mesa mill last week, a feat which the company…
Energy Fuels set to become rare earth producer in 2021
Energy Fuels (TSX: EFR; NYSE: UUUU) has entered into a three-year supply agreement with The Chemours Company to acquire a minimum of 2,500 tonnes per year of natural monazite sands,…
US outlines strategy to support domestic nuclear energy sector
The U.S. Department of Energy recently released a roadmap for rebuilding the country’s nuclear energy sector, including commitments to bolster domestic production of uranium, increase its enrichment as a fuel…
Haywood bullish on uranium sector fundamentals
While uranium spot prices were down 14% in 2019, supply and demand fundamentals for uranium are the “most bullish in years,” and the sector “offers its most compelling value proposition…
Uranium snapshot: Energetic juniors with attractive assets
While the price of uranium suffered a steep decline after the 2011 Fukushima Daiichi nuclear accident, growing pressures to decarbonize power generation provide support for the commodity, which is currently…
Southwest US Snapshot: Precious metals, battery metals and uranium activity
In our annual overview of exploration and mining activity in the Southwestern U.S., we focus on eight companies active in the region. Precious metals appear to be the exploration target…
US Dept. of Commerce recommends uranium quota: Bloomberg report
Shares of Energy Fuels (TSX: EFR) and Ur-Energy (TSX: URE) moved higher on a report from Bloomberg that the U.S. Department of Commerce is recommending that Washington take measures to…