Unfilled US uranium requirements for 2033 could drive future supply contracts, improving producer revenue visibility and supporting new mine development.

A $100 drop in the spodumene index pressures producer revenue, making production costs, contract terms, and cash reserves critical to protecting margins.

IsoEnergy transferred its Utah mines to DISA Uranium in exchange for a 33% stake and has C$70.9 million in cash and equivalents.

Canada's oil and gas drilling activity is forecast to hit a decade high in 2025, with wells drilled increasing 7.3% to 6,604 and jobs growing 7% to 41,800, driven by pipeline expansions and the new ...