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22.07.26 - 14:09
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Trump Greenlights Saudi Nuclear Deal, Uranium Enrichment In The Kingdom Possible (ZeroHedge)
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Trump Greenlights Saudi Nuclear Deal, Uranium Enrichment In The Kingdom Possible
President Trump has formally approved a landmark 30-year civil nuclear cooperation agreement with Saudi Arabia that could be worth tens of billions of dollars and put American companies at the center of the kingdom's nuclear buildout, according to the Wall Street Journal.
The accord is expected to be signed Wednesday by US Energy Secretary Chris Wright and Saudi Energy Minister Prince Abdulaziz bin Salman, then head to Congress for a 90-day review. Lawmakers could block it through a joint resolution, but overriding a Trump veto would require two-thirds majorities in both chambers.
There is plenty to like here. A Section 123 agreement creates a legal framework for peaceful use, safeguards, and nonproliferation. American involvement also gives Washington more influence over Riyadh's program than it would have if Saudi Arabia turned to China or Russia.
The agreement is the latest step in a rapidly deepening relatio...
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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 - 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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13.07.26 - 12:06
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Nuclear Fuel Leader Centrus ′At A Discount′ As Structural Uranium Enrichment Deficit Looms; Needham (ZeroHedge)
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Nuclear Fuel Leader Centrus 'At A Discount' As Structural Uranium Enrichment Deficit Looms; Needham
Needham analyst Carter Goman published a report on Centrus Energy (NYSE: LEU), reaffirming a Buy rating while cutting the price target to $264 from $314.
Recently trading around $171, the shares have lagged the broader markets year-to-date, presenting what Goman views as an attractive entry point for investors seeking exposure to the domestic enrichment leader.
Goman attributes the underperformance primarily to a “focus on capital expenditures for the planned Piketon capacity and normalized economics relative to established enrichment competitors Urenco and Orano, in addition to skepticism around timelines for new nuclear
build”.
He leaves the core financial estimates largely unchanged but adjusts the target to reflect a mark-to-market on the cost of capital for the first-of-a-kind (FOAK) Piketon project.
The bullish investment thesis is underscored by Centrus' strategic positioning....
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09.07.26 - 13:54
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Indien möchte mehr Uran aus Australien für Stromerzeugung (DPA-AFX)
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MELBOURNE/NEU-DELHI (dpa-AFX) - Indien will mehr Uran aus Australien für die Stromerzeugung in Atomkraftwerken importieren. "Heute haben wir eine wichtige Einigung im Bereich der Nuklearenergie erzielt", sagte der indische Premierminister Narendra Modi ......
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