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21.07.26 - 19:31
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ASP Isotopes Targets America′s Uranium Conversion Chokepoint (ZeroHedge)
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ASP Isotopes Targets America's Uranium Conversion Chokepoint
ASP Isotopes announced Tuesday that its Quantum Leap Energy subsidiary signed a research agreement with the Texas A&M Engineering Experiment Station to advance and de-risk the commercial production of uranium hexafluoride, or UF6.
The work will focus on gathering data on the reactions used to convert uranium concentrate (yellowcake or U3O8) into UF6. The research is intended to support process design, modeling, scale-up, cost reductions, and the eventual commercialization of QLE's conversion technology.
This is the unglamorous but essential middle of the nuclear fuel chain. Uranium miners can produce all the yellowcake they want, but commercial enrichment facilities cannot use it until it has been converted into UF6. The US currently has only one operating commercial conversion facility, ConverDyn's Metropolis Works plant in Illinois, while the World Nuclear Association counted only four conversion suppliers globally as of 2025.
I...
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20.07.26 - 23:00
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Steel Dynamics Bottom Line Advances In Q2 (AFX)
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WASHINGTON (dpa-AFX) - Steel Dynamics (STLD) revealed a profit for its second quarter that Increased, from last yearThe company's earnings came in at $534.087 million, or $3.69 per share. This com......
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20.07.26 - 05:06
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India′s Nuclear Push Further Strains The Massive Uranium Supply Gap (ZeroHedge)
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India's Nuclear Push Further Strains The Massive Uranium Supply Gap
Prime Minister Modi secured another major uranium supply line. During his visit to Australia this month, the two sides finalized the administrative arrangements needed to move Australian uranium to India under the previous 2014 nuclear cooperation agreement. The fuel must stay under IAEA safeguards for exclusively peaceful use.
Australia holds roughly 28% of global uranium reserves. New Delhi has eyed those reserves for years, and now the yellowcake spigot can open.
This follows the March deal with Canada's Cameco. That contract covers nearly 22 million pounds of U3O8 from 2027 through 2035 at market-related pricing, worth around C$2.6 billion.
India already buys from Russia and Uzbekistan, and holds some domestic production. The message is consistent: a country targeting 100 GW of nuclear capacity by 2047 cannot rely on thin indigenous resources alone.
Current operable capacity sits near 8 GW. The gap requires sustain...
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