China leads on small modular reactors deployment
As countries in the West finalise approvals and pilot schemes, China is already building and operating SMRs. The high-temperature gas-cooled
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Uranium
Canada’s small modular reactors bet moves from paper to concrete
In May 2025, Ontario Power Generation received the final approval to begin construction on the first of North America’s first grid-scale SMR:
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Driving forces behind the second nuclear renaissance
As we outline in our analysis “Nuclear energy is back“, the main reasons driving this second nuclear renaissance are a
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Small modular reactors are reshaping uranium demand
In 2025, there have been at least 6 major approvals or construction starts for small modular reactors (SMRs) globally —
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US produced most uranium concentrate in the last quarter
Used to fuel nuclear reactors, the US produced more uranium concentrate in the last three months of 2024 than it
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Sibanye-Stillwater uranium strategy
On 9 December 2024, the Group announced that it had agreed to sell its Beatrix 4 shaft, Beatrix operations in
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Nuclear Renaissance: 60 reactors are under construction across the world
We are experiencing an historic moment in nuclear energy. The West — and much of the rest of the world
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Australia has a difficult relationship with uranium mining
Despite having the largest known uranium reserves in the world (almost one-third of the world’s total reserves), and the fourth
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Kazakhstan is the world’s largest uranium producer
The world’s largest uranium supplier is Kazakhstan, with 41% of supply and 12% of global reserves, but there are significant concerns
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Athabasca Basin – home to the world’s largest, hi-grade uranium mine
Canada’s Athabasca basin has the highest grade uranium deposits in the world, with grades up to 100x higher than averages mined elsewhere
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US government offers contracts to produce enriched uranium fuel
The US Energy Department is trying to jumpstart a domestic uranium fuel supply chain to reduce dependence on Russia, from
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Myriad Uranium: Uranium metal up from $30 to over $80 per pound
According to Myriad Uranium’s CEO Thomas Lamb artificial intelligence favors uranium. Myriad Uranium Corp. is a uranium exploration company with
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Net profit up 33% for top uranium producer Kazatomprom
Kazakhstan’s Kazatomprom (LSE: KAP), the world’s largest uranium producer, announced today that the company produced 5,411 tonnes of uranium (as
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Largest uranium producer launches modernized refinery in Turkestan
Kazakhstan’s Kazatomprom (LSE: KAP), the world’s largest uranium producer, announced last Saturday that its subsidiary Kazatomprom-SaUran has completed the modernization
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Terrafame nickel producer to begin uranium recovery in 2024
Finnish mining and metals group Terrafame has announced that it has decided to start recovering natural uranium by the summer
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Sibanye-Stillwater eyes uranium to expand its green footprint
Gold and PGM miner Sibanye-Stillwater plans to tap into its existing asset base for uranium production as it expands its
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Morgan Stanley sees uranium at the hottest commodity
Morgan Stanley places uranium at very top of its “Metals & Mining Commodity Thermometer” as most bullish thesis of 17
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Paladin continues restart of Langer Heinrich Uranium
Paladin Energy in its update for the quarter ended 30 September 2020 says the Company continued restart planning activities at
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