Core Viewpoint - Anfield Energy has received approval for listing on NASDAQ, with trading commencing on September 18 under the symbol "AEC", while its OTC shares will cease trading [1] Company Overview - Anfield Energy is positioned to attract US investor interest as a near-term uranium producer, given that all its assets are located in the US, which has the largest installed nuclear reactor base but produces less than 1% of the required uranium [2] - The company currently has over 20 uranium assets in its pipeline across the Western US, with the Velvet-Wood project in Utah being the closest to production [4] Project Details - The Velvet-Wood project, located about 200 miles (322 km) south of Salt Lake City, holds 4.6 million lb. of uranium oxide equivalent (eU3O8) in the measured and indicated category, plus 552,000 lb. in the inferred category [5] - The company aims to start mine construction at Velvet-Wood in 2025, having received environmental approval in May under a compressed 14-day review timeline [6] Additional Operations - Anfield intends to reopen the Shootaring Canyon uranium mill, located about 48 miles (77 km) south of Hanksville, which is one of only three licensed and constructed uranium mills in the US [7]

Company Overview - enCore Energy Corp. (NASDAQ:EU) focuses on the acquisition, exploration, and development of uranium resource properties in the United States [2]. Recent Developments - The share price of enCore Energy Corp. decreased by 5.51% from September 5 to September 12, 2025, making it one of the energy stocks that lost the most during that week [1]. - A significant leadership change occurred with the appointment of Kevin Kremke as Chief Financial Officer, effective October 1, 2025. Kremke brings extensive experience in corporate finance, M&A, capital markets, and operational leadership, which is expected to enhance the company's growth strategy and shareholder value [3]. Industry Context - President Trump announced an executive order exempting uranium from country-based tariffs, along with gold and other metals, citing the need to address a national emergency. This development is significant for the American nuclear sector [4].

Group 1 - Cameco Corp. achieved a new 52-week high of $86.37, reflecting a 10.57% increase during trading [1][2] - The surge in Cameco's stock price is attributed to a long-term uranium supply agreement with Slovenské elektrárne, which will support their nuclear facilities from 2028 to 2036 [2] - The agreement is seen as a strategic move for both Cameco and Slovenské elektrárne, enhancing energy security in Slovakia and diversifying supplier sources [2] Group 2 - The US government's support for the expansion of the uranium sector has positively impacted Cameco and its peers in the industry [2] - CEO Tim Gitzel emphasized Cameco's role in meeting Slovakia's nuclear fuel needs and expanding its global commercial portfolio [2] - Slovenské elektrárne's leadership highlighted the importance of the contract for reducing dependence on a single supplier and ensuring smooth operations of their nuclear power plants [2]

Core Insights - NexGen Energy Ltd. (NYSE:NXE) has shown strong performance, rebounding with a 10.62% increase to close at $8.44, driven by US government support for uranium production expansion [1][2][3] - The US Energy Secretary emphasized the need to boost the strategic uranium reserve to counteract reliance on foreign sources, particularly from Russia, and to support nuclear energy growth in the US [2][3] - Investors are optimistic about the uranium sector, anticipating increased investments following the positive outlook from government officials [4] Company Performance - NexGen Energy ended a two-day losing streak with a significant price jump, reflecting investor confidence in the company's prospects [1] - The company has successfully explored substantial uranium resources at the Patterson Corridor East, discovering high-grade uranium levels [4] Industry Context - The US government is advocating for rapid growth in uranium consumption, which includes both large reactors and small modular reactors, indicating a shift towards domestic uranium production [3] - The comments from the Energy Secretary have created a favorable environment for uranium stocks, including NexGen Energy, as the market anticipates further investments in the sector [4]

Group 1 - Cameco's stock surged nearly 11% due to U.S. plans to increase its strategic uranium stockpile and a new supply deal with a European company [1][3] - U.S. Energy Secretary Chris Wright emphasized the goals of boosting confidence in the nuclear industry and reducing dependence on Russian uranium supplies, which account for approximately 25% of U.S. needs [2] - The long-term uranium supply deal with Slovakia's Slovenské elektrárne will last through 2036, although financial details remain confidential [3][4] Group 2 - The U.S. aims for rapid growth in uranium consumption from both large and small modular reactors, indicating a need for increased domestic uranium and enrichment capacity [3] - The stock's rise significantly outperformed the S&P 500 index, which only increased by 0.5% [1]

Core Insights - enCore Energy Corp. (NASDAQ:EU) has garnered significant interest from hedge funds, positioning it among the 12 best uranium stocks to buy currently [1] Group 1: Project Developments - enCore Energy Corp.'s Dewey Burdock ISR Uranium Project in South Dakota was accepted into the U.S. Federal Permitting Improvement Steering Council's Fast-41 Program, aimed at expediting federal review processes [2] - The Dewey Burdock project is expected to enhance the U.S. nuclear fuel supply chain, contributing to domestic energy security and providing economic benefits to local communities in South Dakota [3] Group 2: Technology and Environmental Impact - enCore Energy Corp. employs In-Situ Recovery (ISR) technology to produce clean, reliable, and affordable nuclear fuel, emphasizing its commitment to environmentally responsible practices [3]

Group 1 - Uranium Energy Corp. (UEC) launched a subsidiary, United States Uranium Refining & Conversion Corp. (UR&C), to establish the largest uranium refining and conversion facility in the U.S., aiming to produce approximately 10,000 metric tons of uranium annually as UF₆ [2] - The company's share price reached an all-time high of $11.40 on September 3, 2025, indicating strong market performance [3] - UEC is positioned as the largest U.S.-based uranium supplier, focusing on advancing in-situ recovery (ISR) mining projects domestically and high-grade conventional projects in Canada to support clean nuclear energy [4] Group 2 - UEC's beta is reported at 1.44, and it has a robust current ratio of 10.11, reflecting its strong financial position and alignment with U.S. policies to expand nuclear capacity and enhance energy security [3]

Core Viewpoint - Ur-Energy Inc. is recognized as one of the best uranium stocks to invest in, supported by strong financial performance and strategic positioning in the market [1][2]. Financial Performance - The company reported strong second-quarter 2025 results, driven by lower production costs at operations like Lost Creek, leading to a significant year-over-year increase in revenue and gross margins [3]. - The investment firm H.C. Wainwright reaffirmed a 'Buy' rating on Ur-Energy with a price target of $2.70, reflecting confidence in the company's financial health [2]. Market Positioning - Ur-Energy's flexible contract portfolio positions the company to capitalize on future market opportunities, particularly with renewed expectations for increased uranium demand due to U.S. Department of Energy's uranium programs [3]. - The company's strong asset portfolio and robust cash flow contribute to high investor confidence [3]. Company Overview - Ur-Energy Inc. specializes in the exploration, development, and production of uranium mineral properties, solidifying its status as a leading player in the uranium sector [4].

Economic Indicators - The Producer Price Index (PPI) fell by 0.1%, significantly below the expected 0.3% increase, indicating a reversal from a 0.7% rise in July [5][6] - Year-over-year PPI rate decreased to 2.6% from 3.1% in July, while core PPI also fell by 0.1% against expectations of a 0.3% rise, with a 12-month increase of 2.8% [5][6] Interest Rate Outlook - The softer inflation data suggests a high likelihood of an interest rate cut at the upcoming September FOMC meeting, with expectations shifting from three to potentially four rate cuts [6][8] - The CME Group's FedWatch Tool indicates an 88% probability of a quarter-point cut and 12% for a half-point cut [8] AI and Nuclear Energy - The demand for nuclear energy is expected to surge due to the energy-intensive nature of AI technologies, with major tech companies like Microsoft, Amazon, and Google investing in nuclear projects [12][13] - China is projected to consume one-third of the global uranium supply by 2030, with imports expected to rise to approximately 55 million pounds per year by 2026 [15][16] Uranium Market Dynamics - Operational issues at major uranium mines, such as Cameco's McArthur River and Kazakhstan's Kazatomprom, may lead to a 20-million-pound decline in uranium supply forecasts [16] - The uranium sector is viewed as a sound investment opportunity, with Cameco Corp. highlighted for its high-grade assets and strategic partnerships in the nuclear space [24][25] Investment Recommendations - Companies like Constellation Energy, Vistra, and NextEra Energy are positioned to benefit from rising electricity demands driven by AI data centers and the growing nuclear energy sector [26]

TORONTO, Sept. 03, 2025 (GLOBE NEWSWIRE) -- Sprott Asset Management LP (“Sprott Asset Management”), a wholly-owned subsidiary of Sprott Inc., on behalf of the Sprott Physical Uranium Trust (TSX: U.UN) (TSX: U.U) (“SPUT” or the “Trust”) today announced that the Bourse de Montreal began listing options on the Sprott Physical Uranium Trust (“SPUT”) on September 2, 2025. “We are pleased to announce that SPUT is the first physical uranium vehicle to offer option trading, further building on its leading market po ...