DimasUranium

Ur-Energy Commences Operations at its Shirley Basin ISR Project, Wyoming, Advancing U.S. Uranium Production $urg #uranium finance.yahoo.com/sectors/energy…

The DoE will provide low-interest loans for nuclear uprate and restart projects, resulting in ~5 GW of additional US nuclear capacity by 2029. About half of that (i.e., 2.5 GW) may happen by 2027. Article link in reply. DoE analyses project 4-5 more GWs of uprates by 2035, and total, eventual uprates of ~17 GW. Nuclear plant uprates are far less expensive than building new plants, in terms of cost per GW. TBH, given current electricity prices, I thought uprate projects would not need subsidies. Indeed, past uprates added 8 GW w/o subsidies. Also, NRC is already expecting uprate applications that would yield 2.4 GW. That said, the new DoE project would result in more and sooner uprates. Also, in terms of subsidies, low-interest loans are not something to get worked up about. The cost to the government will be small.

China is becoming the King Kong of nuclear energy. This is great news for my uranium stocks... ...but I can't forget energy is literally power, and the global balance thereof is shifting.

NexGen Energy Announces Expansion of High-Grade Zone at Patterson Corridor East (PCE) and the Completion of 2026 Winter Drill Program #uranium $nxe juniorminingnetwork.com/junior-miner-n…

$NXE | Winter program results are in—and PCE continues to deliver! NexGen’s 2026 winter drilling confirms that PCE continues to expand at pace, with the high-grade subdomain growing vertically by 33%. What’s next? ✅ More drilling to fully define the scale of this mineralized zone ✅ Advancing insights that could reshape the long-term profile of NexGen’s uranium portfolio ✅Targeting additional zones of mineralization in the upcoming summer program that will commence May 25, 2026 With construction at the Rook I Project kicking off this summer and PCE rapidly emerging as growing piece of NexGen’s dominant market position, the momentum is clear. "NexGen is positioned to meet the strong demand for Canadian uranium for many decades into the future, whilst setting a new industry standard in the safe, efficient and reliable delivery of offtake to utility customers around the world.” @leighcuryer, NexGen Energy Ltd. Founder & CEO. Read the full news release: nexgenenergy.ca/news/news-deta… TSX: $NXE | NYSE: $NXE | ASX: $NXG #uranium #nuclear #PCE #goodenergy @travmcph

Today we released our March 2026 Quarterly Report. Our Langer Heinrich Mine continues to perform strongly and we remain on track to complete the ramp‑up to full operations by the end of the financial year. At the Patterson Lake South Project, we received Environmental Approval from the Saskatchewan Government in February and have continued exploration activity focused on further defining the highly prospective Saloon East deposit. Hear our MD and CEO Paul Hemburrow talk through the quarter’s highlights in the video below. You can also read the full report here - paladinenergy.com/wp-content/upl…

📊Paladin $PDN reports a +5% increase in #Uranium production to 1.29M lbs #U3O8 driven by strong processing plant performance.📈⚛️🛢️☢️🏭🧑‍🏭 Sales of 1.03M lbs at US$68.30/lb.💰 US$219.5M cash at quarter end.🏦😊 LHM FY2026 production guidance raised to 4.5-4.8M lbs.📈💰🔮👀🤠🐂

⚡U.S. Assistant Secretary of State has met with #Madagascar's Prime Minister to align development efforts for @Energy_Fuels' Vara Mada #RareEarths #mining project.🇺🇸🇲🇬⚛️⛏️🏭👨‍🏭🤠🐂 $UUUU $EFR #Uranium #CriticalMinerals 🌊🏄

| News Release |    enCore Energy Appoints Richard Little as Chief Executive Officer; William M. Sheriff Returns as Executive Chair    The Company will host a Corporate Update conference call on Thursday, April 23rd, 2026 at 11 AM ET. To join please visit: app.webinar.net/OlMrE49n2DW.   “Achieving our goals takes an intense management focus and strong commitment to a clear vision and path forward” said Mark Pelizza, enCore’s Lead Independent Director. “With William Sheriff’s proven vision and guidance, combined with Richard Little’s strong track record as a seasoned operator who focuses on execution and operational rigor, enCore will be better positioned to deliver a more disciplined approach to maximizing shareholder returns. As Directors, we are committed not only to focusing on our oversight of operations but also on providing shareholders with timely disclosure. We renew our commitment to transparency and superior shareholder communications as our new management works towards the realization of exceptional potential at Dewey Burdock and Alta Mesa East.”   Read the full News Release here: encoreuranium.com/news/

Boom!💥Proposed construction of a 4-reactor 4.8 Gigawatt #Nuclear power plant in the Peace River District of #Alberta, #Canada, has now progressed to the Impact Assessment Phase.🇨🇦⚛️🏗️👷 World's 2nd largest #Uranium reactor fuel producer is next door in #Saskatchewan⛏️👍🤠🐂🌊🏄

This state governments nuclear policy update from @NCSLorg is glorious; an insane amount of work being done across the country. 🔗 below List of sub-headers: Policy News - New Hampshire Gov. Issues Executive Order for Nuclear Growth - New England States Announce Joint Nuclear Effort - Five States Consider Altering Nuclear Moratoriums this Year - - California - - Minnesota - - Massachusetts - - New Jersey - - Vermont State Legislation Updates - Alabama Senate Joint Resolution 89 - Connecticut HB 5336 - Georgie Senate Resolution 482 - Iowa House Study Bill 767 - Missouri Senate Concurrent Resolution 23 - Oklahoma HB 3175 Nuclear Power Plants and Infrastructure - TerraPower Considering Kansas for Next Natrium Site - Poland to Build its First Nuclear Power Plant - Materials, Nuclear Fuel, and Used Nuclear Fuel - - Paducah to Host Laser Enrichment Facility - Initiatives, Announcements, and Funding Opportunities - - 8 New York Communities Express Interest in Hosting Nuclear Facilities

Breaking!💥 US #Nuclear Regulatory Commission is launching a significant modernization effort to implement the ADVANCE Act & #Trump Executive Order 14300 in order to safely and more efficiently bring additional Nuclear power capacity to the grid!🏎️🇺🇸⚛️⚡️🏗️👷🤠🐂#Uranium 🌊🏄

NEWS: Centrus has selected Ohio-based Geiger Brothers, Inc. as our construction contractor for the multi-billion-dollar expansion of our uranium enrichment plant in Piketon, Ohio. Geiger Bros is a leading construction & engineering firm with a 100+ year track record of excellence. (1/4)

Shareholders spoke🤬 and @enCoreEnergy_EU $EU Board of Directors listened😲 and acted by bringing in high-performance CEO Richard Little, convincing Bill Sheriff to return to his Executive Chair and instituting corporate changes towards maximizing #Uranium output capacity.👍🤠🐂

Super Ciclo de commodities Estamos, ante el mayor superciclo de materias primas de nuestra generación. Y el mercado sigue a otra cosa. El mundo está intentando hacer todo a la vez: rearmar ejércitos, construir los centros de datos que necesita la IA, electrificar la red, los coches eléctricos, las fábricas, y acelerar la transición energética. Y todo eso necesita cobre, litio, tierras raras, metales críticos, etc, en cantidades que el mercado no puede producir. El cobre y la plata no se imprimen. Y claro, a todo esto súmale una de las mayores épocas de devaluación monetaria de la historia de la moneda fiat y déficits fiscales. Déficits de oferta, déficits fiscales: Hay que estar ciego para no verlo....

📝At last week's World #Nuclear Fuel Cycle 2026 summit in Monaco👥⚛️⛽️🌍 #Uranium fuel buyers & producers came to realize that "it's go time"😃 as the new #Iran War #EnergyCrisis combined with massive #AI data center expansion together with the world pivoting to 24/7 #CarbonFree #energy for #ClimateAction and #NetZero #EnergySecurity means that the rubber is now firmly hitting the road in a global push to Triple #NuclearEnergy by 2050.🏎️🔥⚛️⚡️🏗️👷🌎 What started out in November 2023 as a pipe dream pledge signed by 22 nations, has now grown and gathered strong momentum to become a historic reality shift in global energy policy that has consolidated around the "Net Zero Nuclear" initiative.🌞⚛️🥰 Launched at COP28 and expanded through subsequent international summits, this movement aims to triple global nuclear power generating capacity from 2020 levels by the year 2050. This goal is now supported by a powerful coalition of 38 nations, over 140 industry companies, and many of the world’s largest energy consumers and financial institutions. 💪 The National Commitments The foundation of this effort is the Declaration to Triple Nuclear Energy, a governmental pledge to treat nuclear power as a critical pillar of deep decarbonization.📜 Signatory 38 nations to-date include: Armenia, Belgium, Brazil, Bulgaria, Canada, China, Croatia, Czech Republic, El Salvador, Finland, France, Ghana, Hungary, Italy, Jamaica, Japan, Kazakhstan, Kenya, Republic of Korea, Kosovo, Moldova, Mongolia, Morocco, Netherlands, Nigeria, Poland, Romania, Republic of Rwanda, Senegal, Slovakia, Slovenia, South Africa, Sweden, Turkey, Ukraine, United Arab Emirates, United Kingdom, and the United States. These governments have committed to building new reactors—with a heavy emphasis on Small Modular Reactors (SMRs)—extending the lifespans of existing plants, and advocating for international financial institutions like the World Bank to include nuclear energy in their clean-energy lending portfolios. The Nuclear Industry and Financial Sectors Parallel to government action, the Net Zero Nuclear Industry Pledge includes over 140 companies within the nuclear supply chain, such as EDF, Westinghouse, Cameco, and GE Hitachi. These firms have pledged to accelerate reactor deployment, secure fuel supply chains, and mobilize private capital. Furthermore, a group of 14 major global financial institutions, including Bank of America, Goldman Sachs, Morgan Stanley, and BNP Paribas, have publicly signalled their support. Their involvement is designed to unlock the massive amounts of capital required for large-scale infrastructure projects that were previously considered too difficult to finance.🏦 The Role of Large Energy Users A unique feature of this initiative is the direct involvement of Big Tech's "Large Energy Users," driven largely by the massive power requirements of AI data centers and heavy industry. These are some of the corporations that have signed pledges to signal long-term demand for "firm" (constant) carbon-free power: Google: Has partnered with Kairos Power to deploy a fleet of advanced SMRs using molten salt cooling technology by 2030. Amazon: Is a lead investor in X-energy, focusing on "pebble bed" reactors to power operations in Washington and Virginia. Microsoft: In addition to supporting the restart of the Three Mile Island Unit 1 reactor, the company has explored long-term power purchase agreements involving fusion technology. Dow: The chemical giant is working to integrate SMRs into industrial manufacturing sites to provide both zero-carbon electricity and high-temperature steam for chemical processing. Summary of Triple Nuclear Commitments The collective global effort focuses on three primary pillars: Rapid Deployment: Speeding up the regulatory and construction timelines for new nuclear technology. Asset Preservation: Keeping safe, existing plants running longer to maintain a baseline of clean power. Innovation: Commercializing SMRs and advanced designs that are smaller, easier to finance, and capable of being sited closer to industrial hubs. This unified front of policy, finance, and industrial demand represents the most significant expansion of nuclear energy goals since the dawn of the atomic age! There had been a belief among Nuclear utilities that Uranium prices would slide back to historically lower levels but those hopes have now evaporated.💥 Demand is strong, growing and gaining even greater momentum at a time when uranium miners are faced with growing challenges in simply maintaining production guidance, let alone successfully constructing new mines and mills that are still many years away from being able to meet soaring fuel demand.⛏️🐌 Uranium supply/demand fundamentals are now the best in 50 years since the last major energy crises of the 1970s!😊⚛️🗜️ The rubber is now hitting the road!🏎️🔥 Buckle up fellow Uranium sector investors!🧑‍🚀💺🛸🌟

📝Here are my top 10 #Uranium #stocks picks for 2026.👇🏆 IMHO, these are the premium, highest quality names listed in the US & Canada💎⚛️⛏️ that form a strong foundation for my overall portfolio.💪📁 As well, here's their 5-day, 1-month & YTD % performance.📈🎆😊 Cheers!🍻🤠🐂

Very notable example of a large power user that isn’t a hyperscaler betting on nuclear. axios.com/local/indianap… The other main example I can think of Dow’s early deal with X-energy.

BREAKING: Kazakhstan (world’s #1 uranium producer) President Tokayev has approved a new strategy to prioritize a "Strategic Uranium Reserve" for domestic needs and long-term security. They aren't flooding the market; they’re hoarding.

DYK?🤔 US #Uranium & #RareEarths producer @Energy_Fuels (NYSE: $UUUU TSX: $EFR) is developing the $10B Vara Mada #REE project in #Madagascar to produce monazite for processing at the White Mesa Mill in #Utah.🇺🇸🏭🧑‍🏭🚢🇲🇬 An investor from Madagascar provides us with his take.👇🤠🐂