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The U.S. Army Just Called China’s Bluff in the Rare Earth War
Oilprice.com14d agoneutral
The U.S. Army Just Called China’s Bluff in the Rare Earth War

In the span of a few months, REalloys landed a landmark U.S. Army partnership, closed $100 million in institutional financing, joined the Russell 3000, locked in feedstock deals covering billions of tonnes of material, and initiated qualification of defense-grade rare earth materials

Cameco gets UBS upgrade on strengthening uranium bull case
Proactive15d agobullish
Cameco gets UBS upgrade on strengthening uranium bull case

Cameco Corporation (TSX:CCO) has been upgraded to Buy by UBS on a strengthened uranium bull case that analysts believe is not reflected in the producer's share price. The upgrade follows a pullback in the stock of 18% over the past month and 27% over the past six months, which UBS said...

Bloomberg18d agoneutral
Trump’s Saudi Deal Spurs Watchdog Interest in Nuclear Settlement

(Bloomberg) -- Donald Trump’s plans for a nuclear deal with Saudi Arabia are bringing tensions between US and South Korean reactor developers to the fore, surfacing details of a clash over market access that has garnered interest from regulators. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 6

3 Uranium Stocks to Buy as Nuclear Heats Before the End of July
24/7 Wall St.19d agobullish
3 Uranium Stocks to Buy as Nuclear Heats Before the End of July

Nuclear just landed on the U.S. Critical Minerals List, 38 countries have pledged to triple capacity by 2050, and a Section 232 decision this month could reshape the entire uranium supply chain. Three stocks sit directly in the path of that policy shockwave.

Cameco (TSX:CCO) Stock Looks Fully Priced Despite Strong 5 Year Returns
Simply Wall St.20d agoneutral
Cameco (TSX:CCO) Stock Looks Fully Priced Despite Strong 5 Year Returns

Cameco’s share price has delivered very strong gains over the past five years, yet the stock now screens as expensive on broad valuation checks. This sets up a clear tension between past returns and what investors are currently paying for the business. Over the last five years, Cameco has returned very close to 5x for shareholders, which puts extra focus on whether the current price already reflects much of that success. The recent restart of production at the Cigar Lake uranium mine can...

Purepoint Uranium CEO: Canada and the US face the same uranium challenge
Proactive27d agoneutral
Purepoint Uranium CEO: Canada and the US face the same uranium challenge

As Canada and the United States accelerate plans to expand nuclear power, attention has largely focused on building new reactors. But according to Chris Frostad, CEO of Purepoint Uranium Group Inc (TSX-V:PTU, OTCQX:PTUUF, FRA:P5X0), a far more pressing issue is emerging: securing enough uranium...

Cameco (TSX:CCO) Resumes Cigar Lake Production With 2026 Outlook Unchanged
Simply Wall St.27d agoneutral
Cameco (TSX:CCO) Resumes Cigar Lake Production With 2026 Outlook Unchanged

Cameco has resumed production at its Cigar Lake uranium mine following a temporary halt linked to issues at the partner-operated McClean Lake mill. Ore shipments to the mill and processing activities are back to normal, with no change announced to the 2026 production outlook. The restart removes a recent operational overhang for one of the sector’s key uranium assets. Cameco, traded as TSX:CCO, is coming off a period of strong multi year share price gains, with the stock up 24.2% over the...

Cameco (TSX:CCO) Pauses Cigar Lake Mining, Is It Still 28% Below Fair Value?
Simply Wall St.28d agoneutral
Cameco (TSX:CCO) Pauses Cigar Lake Mining, Is It Still 28% Below Fair Value?

Why Cigar Lake’s Temporary Suspension Matters for Cameco Shareholders Cameco (TSX:CCO) has put its Cigar Lake mine on a temporary pause after sulfuric acid plant issues forced a shutdown at Orano’s McClean Lake mill, the facility that processes Cigar Lake ore. With limited on site ore storage, mining at Cigar Lake is suspended until McClean Lake can secure enough acid, through repairs or alternative supply, to restart milling and resume normal processing operations. See our latest analysis...

Is Cameco’s (TSX:CCO) Cigar Lake Pause Exposing a Fragile Uranium Processing Strategy?
Simply Wall St.28d agoneutral
Is Cameco’s (TSX:CCO) Cigar Lake Pause Exposing a Fragile Uranium Processing Strategy?

Cameco recently announced that its Cigar Lake uranium mine in northern Saskatchewan temporarily halted operations after past sulfuric acid plant issues at Orano’s McClean Lake mill disrupted ore processing capacity. This pause highlights how processing bottlenecks at a partner-operated facility can directly affect Cameco’s ability to keep Tier 1 production running consistently. We’ll now examine how the Cigar Lake suspension and reliance on McClean Lake milling capacity affect Cameco’s...

Noble Plains Uses AI to Unlock Historic Wyoming Uranium Data, Sets Stage for Resource Expansion
Insider Monkey29d agoneutral
Noble Plains Uses AI to Unlock Historic Wyoming Uranium Data, Sets Stage for Resource Expansion

Noble Plains Uranium Corp. (TSXV:NOBL) (OTCQB:NBLXF) has taken another step toward expanding its Wyoming uranium portfolio by transforming decades-old exploration records from its Shirley Central Project into a modern geological database, allowing the company to identify high-priority drill targets without undertaking an extensive new exploration campaign. The company said it analyzed historical records from 1,211 […]

Uranium runs hot as BofA slashes forecasts everywhere else
Proactive34d agoneutral
Uranium runs hot as BofA slashes forecasts everywhere else

BofA is turning more cautious on commodities broadly, but uranium is bucking the trend as the firm's top conviction call for 2026. The bank's commodities team cut 32 price objectives across its coverage, including 21 in precious metals, five in base metals and four in steel, and lowered 2026...