Topic
Uranium
The U.S. nuclear fuel supply chain, explained
U.S. uranium output reached 2.1 million pounds in 2025, but domestic mines supplied just 7% of reactor uranium deliveries as enrichment investment expands.
Saudi Arabia's 110-million-tonne uranium claim lights up IAEA week
Saudi Arabia announced 110 million tonnes of uranium-bearing ore at Jabal Sayid at the IAEA General Conference, igniting fuel-security debate online.
Cameco signs exclusive offtake for all Paducah laser-enrichment output
Cameco will buy all future output from GLE's planned Paducah laser-enrichment plant under an exclusive offtake, anchoring demand for SILEX-made fuel.
NNSA market-sounds ~4M lbs/yr of U.S. uranium through the 2040s
The NNSA wants ~4M lbs/yr of U.S.-mined uranium through the 2040s, more than double projected 2025 output. Producer registration closes Sept 15.
US uranium production more than triples in 2025
US uranium concentrate production rose to 2.1 million pounds in 2025, more than triple 2024 output, as drilling and industry employment also climbed.
India and Uzbekistan advance long-term uranium arrangement
India and Uzbekistan reported progress on a long-term uranium supply arrangement as their leaders set a $5 billion trade target for 2030.
Urenco breaks ground on New Mexico enrichment expansion
Urenco began a 2.1 million SWU expansion at its New Mexico enrichment plant, with first new cascades planned for 2032 and more through 2036.
NexGen breaks ground on Rook I uranium mine in Saskatchewan
NexGen broke ground on the Rook I uranium project in Saskatchewan — a four-year build toward 30 million lb/yr, backed by 239.6 million lb of probable reserves.
India-Australia uranium deal tightens the fuel-supply story
Australia's uranium export pact with India lands as X commentators point to a tighter uranium market, India's 100 GW goal, and rising fuel demand.
