Bank of America is raising its uranium outlook. BofA sees uranium reaching approximately US$130/lb in 2027, representing roughly 50% upside from current spot levels. For uranium explorers, the long-term question is not simply price. It is whether new supply can be brought forward to meet growing nuclear demand. Purecore is advancing its uranium portfolio in Saskatchewan to help power the next era of clean energy. See link below: https://lnkd.in/e2hznDVT #Uranium #NuclearEnergy #CriticalMinerals

Purecore Metals Inc. is expanding its footprint in one of the world’s premier uranium regions. The company has signed a definitive agreement with Skyharbour Resources Ltd. (TSX-V: SYH) that could see it earn up to a 100% interest in the 35,000-hectare Yurchison uranium project in Saskatchewan’s Athabasca Basin. The move reflects growing confidence in uranium as rising electricity demand from AI, data centres and electrification fuels renewed interest in nuclear energy. But the agreement is only the first step, with exploration commitments, staged payments and significant investment still required before full ownership can be secured.

NexGen Energy Ltd. has moved Rook I into construction, putting a potential 30-million-lb.-a-year uranium mine on the path toward production. The C$2.2-billion Saskatchewan project could become a major new source of nuclear fuel as Canada pushes to expand uranium exports. https://lnkd.in/g63KE-rm

Aurora Energy Metals (ASX: 1AE) has lodged its June 2026 Quarterly Activities Report. Key highlights: 🔹 Eagle Nuclear Energy Corp. (NASDAQ: NUCL) continued advancing the Aurora Uranium Project toward a Pre-Feasibility Study, with drill permits lodged, a drilling contractor secured, and environmental baseline studies underway 🔹 Eagle's ~27,000 ft, 47-hole drill program is on track to commence shortly, a key step toward the PFS and Aurora's potential US$10 million in milestone consideration 🔹 Two new WA exploration licence applications lodged, forming the new Mukinbudin IOCG-REE Project 🔹 Aurora continues to trade at a significant discount to the see-through value of its Eagle shareholding and cash, estimated at approximately 44% at recent market prices Full report available at https://lnkd.in/gGi5QTpk #ASX #Uranium #MiningExploration #1AE

DISA Tech (CDL'21) has entered a definitive agreement to acquire IsoEnergy Ltd.'s Utah uranium portfolio and secured commitments for a $105M USD private placement, launching DISA Uranium to recover and produce uranium and remediate the West's abandoned mine sites. DISA holds the only U.S. Nuclear Regulatory Commission license authorizing uranium recovery from legacy mine waste across multiple sites. Its patented High-Pressure Slurry Ablation technology is designed to concentrate uranium at the mine site, cutting the volume that needs to be hauled and processed downstream. #BuildSomethingMassive https://lnkd.in/gDP4xMie

Why the U.S. Imports 93% of Its Uranium: What It Means for Junior Explorers Fresh figures from the U.S. Energy Information Administration (EIA) reveal a structural fuel deficit facing American nuclear utilities, compounded by near-total reliance on foreign supply chains. The Math Behind the Fuel Crunch: 🔹 360 Million lbs: Total baseline uranium required by U.S. reactors over the next decade 🔹 174 Million lbs: Fuel currently secured under long-term utility contracts 🔹 186 Million lbs: Unfilled market deficit (52% of total required supply left uncontracted) 🔹 93%: Portion of reactor uranium deliveries coming from foreign mining operations 🔹 7%: Portion produced domestically within the United States With primary market giants like Cameco Corporation (NYSE: CCJ) and PJSC National Atomic Company Kazatomprom (LSE: KAP) largely operating near production capacity and heavily committed under existing contract books, utilities cannot rely on legacy tier-one mines alone to bridge a 186-million-pound shortfall. This supply-demand gap shifts the spotlight directly onto junior developers, domestic producers, and sector benchmarks: 🔹 Advanced Developers: Tier-one assets held by NexGen Energy Ltd. (NYSE: NXE), Denison Mines Corp. (NYSE American: DNN), and Global Atomic Corporation (TSX: GLO) represent the essential project pipeline needed to meet long-term baseline demand. 🔹 U.S. Domestic Producers: American In-Situ Recovery (ISR) miners like enCore Energy Corp. (NASDAQ: EU), Ur-Energy Inc. (NYSE American: URG), and Energy Fuels Inc. (NYSE American: UUUU) stand as direct beneficiaries of federal reshoring mandates and utility appetite for local pounds. 🔹 Sector Benchmarks: Funds like the Sprott Junior Uranium Miners ETF (NASDAQ: URNJ) reflect the structural capital shifts favoring near-term developers. Sustained contract pricing above $70/lb is transforming project economics across the board, setting the stage for an unprecedented contracting and M&A cycle. #Uranium #Nuclear #Energy #JuniorMiners #EnergySecurity #MiningIndustry #Investing #Stocks #StockMarket #EnergyStocks #CleanEnergy 🔗 https://lnkd.in/gRqxNy75

The uranium market is often reduced to the evolution of the spot price. Yet the real story lies elsewhere: in the widening gap between global consumption and production capacity. For this new Friday Trade Day, I chose to analyze Uranium Energy Corp (UEC) and explain, in a simple and educational way, why some investors are paying close attention to American uranium producers. In this edition: • the structural deficit in the uranium market; • U.S. energy dependence; • UEC's fundamentals; • a technical analysis of the $9–11 consolidation zone. The goal is not to recommend a stock, but to better understand the forces shaping today's nuclear market. As always, your feedback and thoughts are welcome. The article is linked in the first comment. #Uranium #Energy #Nuclear #CriticalMinerals #Finance #Investing

Q2 2026 was a busy quarter across mining, oil and gas, nuclear power and pipeline infrastructure worldwide. From supporting one of the world's largest desalination pipeline projects to helping operators uncover increasingly sophisticated theft operations and entering the nuclear power sector with our first project, we continue to help customers detect leaks quickly and locate them accurately. This quarter highlights how Atmos technologies continue to evolve alongside the increasingly complex challenges facing critical infrastructure. Read the full update: https://okt.to/enDhRE #LeakDetection #PipelineSafety #EnergyInfrastructure #Mining #NuclearEnergy #Infrastructure #OilAndGas

Foremost Clean Energy Ltd. (NASDAQ: FMST) has appointed David Cates as Interim CEO, bringing decades of uranium industry expertise to the role. Cates, formerly President and CEO of Denison Mines Corp., will lead the company's exploration initiatives across its 330,000 acres in Canada's Athabasca Basin. The move ensures operational continuity while the Board searches for a permanent CEO. With global uranium demand surging due to renewed interest in nuclear energy as a clean power source, Cates' appointment positions Foremost to capitalize on strong market conditions. #UraniumEnergy #CleanEnergy #NuclearPower #CEOAppointment #EnergyTransition #Athabasca https://lnkd.in/eaK9Vp4z

IsoEnergy and DISA Technologies are partnering to launch DISA Uranium Corporation, a new U.S.-focused uranium company that combines permitted uranium assets with advanced recovery and processing technologies. Backed by USD 105 million in financing, the venture aims to strengthen America's domestic uranium supply chain, expand production and remediation capabilities, and support growing demand for secure, U.S.-sourced nuclear fuel as advanced reactors continue to gain momentum. 🚀⚛️ https://lnkd.in/gN7iGKZx