Core Viewpoint - Paladin Energy Ltd has provided guidance for FY2026 regarding the Langer Heinrich Mine (LHM), highlighting operational ramp-up, production expectations, and uranium price sensitivities based on its sales contract portfolio [1][2]. Production Guidance - The LHM is expected to produce between 4.0 million pounds (Mlb) and 4.4 Mlb of U3O8 in FY2026, with sales projected between 3.8 Mlb and 4.2 Mlb [3]. - The cost of production is estimated to be between $44 and $48 per pound [3]. - Capital and exploration expenditure is forecasted to be between $26 million and $32 million [3]. Mining Operations - The LHM commenced FY2026 with approximately 2.2 million tonnes (Mt) of stockpiled medium-grade ore and 49% of its planned mining fleet capacity operational [4]. - The remaining mining fleet is expected to be delivered in late 2025 and operational in the second half of FY2026 [4]. - Mining activities will focus on the G-pit area, with minor activities in the F and J pits towards the end of the financial year [4]. Ore Processing - Production volumes are anticipated to vary throughout FY2026, primarily due to limited access to primary mined ore in the first half [6]. - A higher level of primary ore feed is expected in the second half, leading to increased production [6]. - Improvements in processing plant performance from FY2025 are expected to be maintained in FY2026 [7]. Sales and Pricing - Paladin plans to continue uranium deliveries to customers in the US, Europe, and Asia, while seeking new contracts with high-quality counterparties [8]. - Sales volumes and pricing are expected to fluctuate quarterly based on shipment timing and contract terms [8]. - Forecasted realised uranium prices for FY2026 under various spot price assumptions are as follows: - At a $40 spot price, the realised price is expected to be $54 per pound - At a $60 spot price, the realised price is expected to be $62 per pound - At a $80 spot price, the realised price is expected to be $71 per pound - At a $100 spot price, the realised price is expected to be $79 per pound - At a $120 spot price, the realised price is expected to be $87 per pound - At a $140 spot price, the realised price is expected to be $94 per pound [10].

Core Insights - Strathmore Plus Uranium Corporation is set to commence its 2025 Exploration Plan for the Agate Project in early August, located in the Shirley Basin Uranium District of Wyoming, adjacent to significant projects by Cameco and UEC [1][2] Exploration and Discoveries - In 2024, Strathmore identified a new area of shallow mineralization, one mile south of the northern trend, with notable drill results including 14 feet of 0.046% eU3O8 and 15.5 feet of 0.051% eU3O8, which will be further explored in 2025 [2][4] - The company has completed 200 exploration holes, with over 90% encountering mineralization, defining approximately 3,700 feet of a mineralized trend in the lower sand unit [5][6] Drilling and Studies - Up to 150 drill sites are permitted, including five core holes to support groundwater studies, which will help assess the suitability of the host sands for future in-situ recovery operations [3][4] - The exploration drilling aims to expand mineralization and link two discrete areas identified in previous years, with data collection necessary for a mineral resource estimate and technical report expected in winter 2025/2026 [4][5] Property Overview - The Agate property consists of 100 wholly owned lode mining claims covering 2,076 acres, with uranium mineralization found in classic Wyoming-type roll fronts within the Eocene Wind River Formation [6][7] - Historically, 53 million pounds of uranium were mined in the Shirley Basin, and the property features shallow mineralization, making it potentially amenable to in-situ recovery [6][7]

Core Insights - Stallion Uranium Corp. has announced positive results from a Stepwise Moving Loop, Time Domain Electromagnetic (SWML-TDEM) survey over the Coyote Target within its Moonlite Project, indicating strong potential for uranium discovery [1][2]. Survey Results - The survey confirmed the presence of strong basement conductors beneath the Athabasca Basin sandstone, with characteristics consistent with major uranium discoveries [2]. - Three distinct basement conductors were identified, with two high-priority anomalies showing strong conductance levels exceeding 10 S, comparable to those at significant uranium discoveries [6][8]. - The conductors are located within a gravity low, interpreted as potential zones of uranium alteration, which are critical for uranium mineralization [8]. Key Conductors Identified - **Coyote_14.25S**: Conductance of 14.25 S, excellent geometry, depth of 425 m, and classified as a high-priority target [4]. - **Coyote_10.7S**: Conductance of 10.7 S, good geometry, depth of 425 m, also a high-priority target [4]. - **Coyote_6.7S**: Conductance of 6.7 S, moderate quality, depth of 425 m, classified as a moderate priority [4]. Next Steps - Based on the compelling geophysical results, the company plans to integrate these findings with ongoing geological and historical data reviews to prioritize drill targets for a planned drill program at Coyote in winter 2026 [11]. - The Moonlite Project is fully permitted for drilling, allowing for immediate advancement in exploration efforts [11][20]. Technology Utilized - The SWML-TDEM survey employed advanced technology designed for high-resolution imaging of basement-hosted uranium targets, achieving exceptional signal clarity and depth detection of up to 1,000 meters [6][12]. - The survey utilized Abitibi Geophysics' proprietary ARMIT-TDEM sensor and SMARTem24 receiver, enhancing the detection and resolution of subsurface conductors [6][12]. Company Overview - Stallion Uranium is focused on exploring approximately 1,700 square kilometers in the Athabasca Basin, which is known for hosting the largest high-grade uranium deposits globally [20]. - The company, in partnership with Atha Energy, holds the largest contiguous project in the Western Athabasca Basin, adjacent to multiple high-grade discovery zones [20].

Core Insights - Foremost Clean Energy Ltd. has engaged Caur Technologies Inc. to conduct an ambient noise tomography survey on its Murphy Lake South Uranium Property in the Athabasca Basin, aiming to refine exploration targets and generate new ones [1][3] - The demand for nuclear energy is increasing, with significant investments in new reactors and a projected annual deficit of 67 million pounds U₃O₈ in the U.S. by 2035, positioning Foremost to capitalize on this trend [2][5] - The ANT technology is expected to enhance exploration efforts by detecting geological features linked to uranium mineralization, with drilling planned to commence after the survey [3][8] Company Developments - Foremost is advancing high-potential uranium projects in Saskatchewan, leveraging its collaboration with Denison Mines Corp. to enhance developmental timelines [4][10] - The Murphy Lake South Project spans 17,676 acres and is strategically located near significant uranium deposits, with historical drilling indicating promising mineralization [6][10] - The company plans to initiate a Phase 1 diamond drilling program following the ANT survey, targeting areas within 200–350 meters of the surface [8] Industry Context - The nuclear energy sector is experiencing unprecedented growth, driven by new reactor developments and substantial investments in clean energy [2] - The Athabasca Basin is recognized for its rich uranium deposits, making it a focal point for exploration and development in the uranium market [10] - The innovative SABRE mining method recently launched by Denison and Orano Canada highlights the region's production potential and the importance of advanced technology in unlocking high-grade uranium deposits [5]

Core Viewpoint - Denison Mines Corp. has announced significant new intercepts of high-grade uranium mineralization at the McClean South zone, part of the McClean Lake Joint Venture, indicating potential for economic development in the area [1][3][12]. Exploration Results - A total of 14 out of 24 completed drill holes encountered significant uranium mineralization, confirming and expanding the mineralized footprint of the 8C and 8W pods [2][4]. - The exploration program aimed to expand the existing footprint of high-grade mineralization, with uranium mineralization greater than 0.05% eU (0.06% eU3O8) intersected in 14 of the 24 drill holes [4]. Notable Drill Results - Drill hole MCS-77 intersected 7.51% eU3O8 over 5.4 meters, including 10.88% eU3O8 over 3.7 meters [6]. - Drill hole MCS-80 intersected 3.5% eU3O8 over 11.2 meters, including 5.81% eU3O8 over 6.5 meters [6]. - Drill hole MCS-84 intersected 1.72% eU3O8 over 20.6 meters, including 4.43% eU3O8 over 4.0 meters [6]. Project Context - The McClean South zone is located approximately 600 meters south of the McClean North deposit, which has recently commenced commercial mining using the SABRE mining method [2][12]. - Denison holds a 22.5% ownership interest in the McClean Lake Joint Venture, which includes one of the world's largest uranium processing facilities with a licensed annual production capacity of 24 million pounds U3O8 [12][15]. Future Potential - The successful exploration results at McClean South may position it as a new economic source of future feed to the McClean Lake mill, especially with advancements in the In-Situ Recovery (ISR) mining method [3][12].

Company Overview - Uranium American Resources Inc. has secured $3.5 million in funding to advance its acquisition and development of uranium assets in the western United States [1] - The company is focused on addressing the declining uranium production in the U.S. over the past 20 years and aims to become a significant producer in the region [2] Funding and Acquisition - The $3.5 million funding will support the completion of an $8.5 million transaction to acquire JAG Minerals, which includes projects in Utah, Wyoming, and Colorado [1][4] - The acquisition consists of $6.5 million in stock and $2 million in cash, with the new funding enabling the company to close the transaction and initiate drilling at the first asset, State Line [4] Project Details - The assets being acquired are in the exploration stage but have had production or resource estimates in the past, with the main asset, Marysvale, previously having a resource of three million pounds [5] - The State Line asset has 19 previously producing sites with good uranium grades and over 1% vanadium, which the company plans to drill and progress towards production [5] Industry Context - There is a growing demand for uranium, particularly from large tech firms needing reliable energy sources for data centers and cryptocurrency operations, highlighting the importance of North American uranium supply [6] - The U.S. lacks a large, reliable supply of uranium, making it a critical time for companies in the industry to ramp up production [6]

VANCOUVER, British Columbia, July 18, 2025 (GLOBE NEWSWIRE) -- Stallion Uranium Corp. (the “Company” or “Stallion”) (TSX-V: STUD; OTCQB: STLNF; FSE: FE0) is pleased to announce that, further to its news release dated May 22, 2025, the Company has settled its outstanding debt with Atha Energy Corp. (“Atha”) on July 16, 2025 and issued 802,809 common shares of the Company to Atha at a deemed price of $0.135 per share. About Stallion Uranium Corp. Stallion Uranium is working to ‘Fuel the Future with Uranium’ t ...

Group 1: Investment Recommendations - Investment guru Jim Cramer recommended buying ConocoPhillips (COP) based on insights from the volatile energy market [1] - Wells Fargo analyst Aaron Rakers maintained an Overweight rating for Advanced Micro Devices (AMD) and raised the price target from $120 to $185 [2] - RBC Capital analyst Andrew Wong maintained an Outperform rating for Cameco (CCJ) and raised the price target from $90 to $100 [2] Group 2: Price Movements - ConocoPhillips shares gained 1.4% to settle at $92.81 [4] - AMD shares rose 0.2% to close at $160.41 [4] - Cameco shares gained 2.3% to settle at $77.91 [4]

Core Viewpoint - Snow Lake Resources Ltd. is advancing its uranium projects in Wyoming and Namibia, aligning with U.S. national and energy security policies, particularly in response to increasing demand for nuclear energy and uranium mining [2][4][7]. Group 1: Project Updates - The Pine Ridge uranium project in Wyoming is a 50/50 joint venture with Global Uranium and Enrichment Limited, with a planned drilling campaign of approximately 38,000 meters (125,000 feet) [6][9]. - The objective of the current drill program at Pine Ridge is to produce a maiden resource estimate by the end of 2025 [6][10]. - The Engo Valley uranium project in Namibia is also undergoing a Phase 2 drill program, targeting approximately 7,500 meters of drilling to establish a maiden uranium resource estimate by the end of 2025 [6][50]. Group 2: U.S. Administration Support - The U.S. Administration has issued executive orders to accelerate nuclear energy deployment and domestic uranium production, which are expected to benefit the development timelines of Snow Lake's projects [7][8]. - These executive orders aim to quadruple nuclear energy in the U.S. by 2050 and reinvigorate the nuclear industrial base, including uranium mining [12]. Group 3: Market Context - The demand for uranium is anticipated to increase significantly due to the growing need for nuclear energy, particularly in the context of the AI arms race between the U.S. and China [12]. - The Pine Ridge project is strategically located near existing uranium operations, including Cameco's Smith Ranch Mill, which has a licensed capacity of 5.5 million pounds of U3O8 per annum [18]. Group 4: Historical Exploration and Data - Historical drilling at Pine Ridge has provided a solid geological foundation, with previous campaigns yielding significant data that supports the current exploration efforts [23][20]. - The Engo Valley project has a history of exploration dating back to 1973, with previous work conducted by Gencor, which included various drilling and radiometric surveys [24][39]. Group 5: Technical Aspects - The Phase 1 drill program at Engo Valley confirmed historical uranium mineralization, with notable intersections of eU3O8 recorded, including 997 ppm over a 7-meter interval [44][51]. - Downhole radiometrics are being utilized to assess mineralization, with ongoing sampling and analysis to confirm the reliability of radiometric grades [48][49].

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This writing is for informational purposes only. All opinions expressed herein are not investment reco ...