J P M O R G A N Asia Pacific Equity Research 23 September 2025 Transition Talks Uranium: A nuclear bottleneck and geopolitical pressure point in the making? We hosted a call on the latest developments in the Uranium market with Bill Peterson, our U.S. Clean Tech & Metals Mining analyst and Milan Tomic, our Australia Metals & Mining analyst, and share the key takeaways below. Transition Talks is a call series where we delve into the innovations, market dynamics and investment opportunities related to the ene ...

The Trump administration needs to strike multiple deals with U.S. miners to secure the nation's supply chain against China, said Mark Chalmers, CEO of Energy Fuels, a miner focused on uranium and rare earth minerals.The Pentagon decision to take an equity stake in MP Materials, the largest U.S. rare earth miner, in July and support the company with a price floor surprised many in the industry, Chalmers told CNBC.But it was a necessary step that the White House should now follow with more deals to diversify ...

项目进展 - 公司计划于2025年9月28日启动Surprise Creek铀铜项目的钻探活动[1] - 钻探工作由直升机支持 以铀城为基地 承包商为Base Diamond Drilling Ltd[3] - 计划在Surprise Creek断层区域钻探最多2000米 该区域存在高品位铀矿化[3] 项目权益与协议 - 公司通过期权协议获得项目80%权益 协议细节参考2025年6月4日和16日新闻稿[2] - 福特湖项目已完成最终付款 向Stallion铀业公司发行150万股普通股作为对价[13] 资源潜力与历史数据 - 历史钻探结果显示57米深处存在2.1米品位达4.37% U3O8的矿化段[3] - 地表采样发现铀品位高达7.98% U3O8 矿化带沿走向延伸达500米[8] - 铜矿化历史数据包括Bob Lake地区地表9.1米品位2.07%铜和27.3克/吨银 Ellis Bay地区11米深处6.6米品位1.31%铜[9] - 2022-2023年岩石碎屑采样获得最高61.7%铜的异常值[9] 勘探技术成果 - 2024年9月完成的高分辨率航空磁测 放射性测量和VLF-EM调查确定了多个新铀矿靶区[7] - Surprise Creek断层靶区存在强放射性异常 与历史高品位钻探结果吻合[8] 项目区位优势 - 项目位于比弗洛奇铀矿区西北25公里处 邻近Gunnar和Eldorado历史铀矿[5] - 地处阿萨巴斯卡盆地西北部 该区域是全球主要铀矿带之一[5][16] 许可与合规 - 萨斯喀彻温省政府已批准包括钻探在内的勘探工作许可[10] - 技术信息由萨斯喀彻温省注册专业地质学家Troy Marfleet审核符合NI 43-101标准[15] 公司背景 - Mustang Energy是加拿大矿产勘探公司 专注于铀和关键矿产资源开发[16] - 公司在阿萨巴斯卡盆地拥有147,153公顷战略位置资产[16]

Energy Fuels Inc. (NYSE:UUUU) is one of the stocks Jim Cramer recently commented on. Cramer highlighted the company’s rally and valuation, as he said: “On Monday, I was asked about a host of companies that I think are risky as all get out. Two examples, Energy Fuels, UUUU. That is a uranium company that’s great at both losing money and hitting the 52-week high list. Now, I’m a big believer in nuclear power. I’m not a big believer that nuclear power is going to experience a near-term renaissance. It could ...

We recently published Massive Gains: 10 Stocks Investors Can’t Stop Buying. Denison Mines Corp. (NYSEAmerican:DNN) is one of the top performers on Thursday’. Shares of Denison Mines grew by 4 percent on Thursday to close at $2.86 apiece as investors loaded positions amid renewed optimism for the uranium and nuclear industries. During the session, a hefty 97 million shares changed hands. Earlier this week, technology giants Nvidia Corp., Alibaba Group, and OpenAI announced a wave of billion-dollar invest ...

Aero Energy and Fortune Bay Announce Commencement of Drilling at the Murmac Uranium ProjectSeptember 26, 2025 6:00 AM EDT | Source: Aero Energy LimitedVancouver, British Columbia--(Newsfile Corp. - September 26, 2025) - Aero Energy Ltd (TSXV: AERO) (OTC Pink: AAUGF) (FSE: UU3) ("Aero" or the "Company") is pleased to announce that summer drilling has commenced at its Murmac Uranium Project ("Murmac" or the "Project"), located in northern Saskatchewan near Uranium City. A limited suite of high p ...

Giant oil and gas trader Mercuria reportedly has begun physical trading in uranium, becoming the first major commodity company to do so, according to Reuters. If officially confirmed, which it has not been, it will mean that Mercuria joins the ranks of Wall Street banker Citibank, Natixis (part of French financial group BPCE) and other deep-pocketed traders who are betting on a nuclear energy boom driven by surging global electricity demand. The World Nuclear Association has predicted that demand for nucl ...

Energy Fuels Inc. (NYSE:UUUU) is one of the stocks Jim Cramer shared his opinions on. Answering a caller’s query about the stock during the lightning round, Cramer commented: “Okay, I’m going to give you this straight on, on Energy Fuels. Remember what I said about Oklo when it was at 33, I said, I will not go against any uranium or nuclear stock. This one’s at its 52-week high, and I still would not go against it, and I’ve been behind this one a long, long time.” Energy Fuels Inc. (NYSE:UUUU) explores ...

Lithium Americas TodayLACLithium Americas$6.00 +2.94 (+95.60%) 52-Week Range$2.31▼$6.30Price Target$4.68Add to WatchlistShares of Lithium Americas Inc. NYSE: LAC jumped by just over 90% in a single day, a reaction that came after President Trump announced that the United States government would be taking a stake in the company. The rare earth metals supply worldwide is becoming a major focus point in the current agenda, and as trade negotiations with China intensify, it is logical that this consolidation i ...

 VANCOUVER, British Columbia – TheNewswire - Sept 25, 2025: REV Exploration Corp. (“REV” or the “Company”) (TSXV: REVX) is pleased to provide the following update on its JMW Property in the very active Chapais-Chibougamau Gold Camp of Northern Quebec. JMW is an advanced prospect (nearly three dozen holes have been drilled historically) along the same trend as IAMGOLD’s multi-million-ounce Nelligan deposit 30 kilometres to the east. Permitting initiatives for JMW are progressing with the regional government ...