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19.04.26 - 17:42
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Uranium Supply Crunch Worsens Amid Kazakhstan′s Plan For Strategic Reserve (ZeroHedge)
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Uranium Supply Crunch Worsens Amid Kazakhstan's Plan For Strategic Reserve
Drawing further attention to the global uranium supply-demand mismatch that we've been pounding the table on since 2020, Kazakhstan has outlined plans to accelerate exploration and create a strategic reserve for the nuclear fuel.
We've repeatedly emphasized that the US is not moving fast enough if it hopes to secure fuel for its reactor fleet…
US Is Rapidly Expanding Its Nuclear Supply Chain: It's Not Nearly Fast Enough https://t.co/gly9hVAKnr
— zerohedge (@zerohedge) February 19, 2026
The strategy, approved by President Kassym-Jomart Tokayev, calls for geological work on at least two new prospective deposits each year. The goal is to uncover high-potential resources while advancing development on already explored sites to refine estimates, extraction methods, and launch preparations.
Kazakhstan, the world's top uranium producer with roughly one million tonnes of confirmed resources (14 percent of the global ...
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15.04.26 - 13:31
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Kirkstone Metals Reaffirms Strategic Importance of the Athabasca Basin and Expands Focus on Secure North American Uranium Supply (The Newswire)
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April 15th, 2026 – TheNewswire - Vancouver, BC, Canada – Kirkstone Metals Corp. (the “Company” or “Kirkstone Metals”) (TSXV: KSM, FWB: VO0) is responding to recent shareholder inquiries regarding the strength and security of domestic uranium supply—particularly in light of heightened geopolitical tensions stemming from the ongoing Iranian conflict—by reaffirming the critical importance of the Athabasca Basin as a cornerstone jurisdiction in the global uranium market.
Recent global events have underscored the frailty of international energy supply chains. The ongoing conflict involving Iran has contributed to significant volatility across global energy markets, with disruptions to key supply routes and rising concerns around long-term energy security. These developments have prompted increased shareholder focus on the resilience and reliability of domestic uranium sources.
Located in northern Saskatchewan, the Athabasca Basin is widely recognized as the premier uranium district in the wor...
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20.03.26 - 22:03
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Global Uranium Corp. Announces Marketing Program (GlobeNewswire EN)
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CALGARY, Alberta, March 20, 2026 (GLOBE NEWSWIRE) -- Global Uranium Corp. (CSE: GURN | FRA: Q3J) (the "Company") is pleased to announce it has engaged Senergy Communications Inc. (“Senergy”) (address: 228-1122 Mainland Street Vancouver, BC, V6B 5L1; email: Info@senergy.capital) to provide marketing services for an anticipated period of 90 days, or until budget exhaustion, commencing on April 6, 2026, and provided that the term of the marketing services may be extended or shortened at the discretion of management....
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14.01.26 - 14:30
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Uraniumx Discovery Corp. Appoints Vincent Martin as Strategic Advisor (The Newswire)
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Former Orano Canada CEO Brings 37 Years of Global Uranium Expertise
VANCOUVER, BRITISH COLUMBIA – TheNewswire - January 14, 2026 – UraniumX Discovery Corp. (CSE: STMN) ("UraniumX" or the "Company") is pleased to announce the appointment of Mr. Vincent Martin as Strategic Advisor to the Company.
Mr. Martin brings exceptional depth of experience spanning 37 years in uranium exploration, development, and operations with the Orano/Areva group, one of the world's leading uranium producers. He served as CEO of Orano Canada Inc. for 12 years, during which he oversaw operations at some of the world's most significant uranium assets in northern Saskatchewan, including the McClean Lake mill, Cigar Lake mine, McArthur River mine, and the Cluff Lake site, encompassing the full uranium mining cycle from exploration through production to mine closure and remediation. His tenure also saw the successful negotiation and signing of cooperation agreements with First Nations communities, str...
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03.01.26 - 02:24
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SMRs Explained: Real-World Economics, Fuel Bottlenecks, & The Race To Scale (ZeroHedge)
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SMRs Explained: Real-World Economics, Fuel Bottlenecks, & The Race To Scale
Authored by Michael Kern via OilPrice.com,
The shift to Small Modular Reactors (SMRs) is driven by rising global electricity demand, especially from AI data centers, and the limitations of intermittent renewable energy sources, positioning nuclear as the essential source of 24/7 "firm" baseload power.
SMRs bypass the financial risks of traditional megaprojects like Vogtle by offering shorter construction timelines (3–5 years) and a lower initial cost, trading "economies of scale" for "economies of unit production" through factory-built components.
Key challenges for the SMR industry include the need for mass production to achieve economic viability, managing the waste issue, and navigating the geopolitical risks associated with a highly concentrated global uranium fuel supply chain.
Nuclear power is currently having its "Silicon Valley" moment. After decades of bei...
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