A $100 drop in the spodumene index pressures producer revenue, making production costs, contract terms, and cash reserves critical to protecting margins.
Unfilled US uranium requirements for 2033 could drive future supply contracts, improving producer revenue visibility and supporting new mine development.
IsoEnergy transferred its Utah mines to DISA Uranium in exchange for a 33% stake and has C$70.9 million in cash and equivalents.
Uranium resource categories turn on drill spacing. A 3.4-kilometer trend, linked in 2026, shows how explorers establish continuity before any resource estimate.
Appraisal results, development costs, and funding determine which oil discoveries can deliver profitable replacement supply across price cycles.
Lithium Ionic Eyes Permit by Year-End for $2B NPV Bandeira Lithium Project Oops! Something went wrong while submitting the ...
Cobra Resources extends Blue Rose copper to 2.2km and finds two new skarns at Manna Hill, South Australia. Assays due in 4-6 ...
US distillate stocks sit 12% below the five-year average as refining capacity declines, favoring Gulf Coast refiners with diesel yields and export access.
Selkirk Copper's Minto feasibility study targets 10% to 20% more mill throughput and 3% to 4% better copper recovery while ...
Sovereign Metals CCO Sapan Ghai on US offtake talks, a $750M Kasiya funding plan, Rio Tinto stepping back as operator and new heavy rare earth upside.
ATHA Energy's 2026 drilling links RIB North and East, extending uranium continuity to 3.4 km at Angilak, with a higher-grade ...
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