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.

Uranium resource categories turn on drill spacing. A 3.4-kilometer trend, linked in 2026, shows how explorers establish continuity before any resource estimate.

Appraisal results, development costs, and funding determine which oil discoveries can deliver profitable replacement supply across price cycles.

Lithium Ionic Eyes Permit by Year-End for $2B NPV Bandeira Lithium Project Oops! Something went wrong while submitting the ...

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 ...

Sovereign Metals CCO Sapan Ghai on US offtake talks, a $750M Kasiya funding plan, Rio Tinto stepping back as operator and new heavy rare earth upside.

US distillate stocks sit 12% below the five-year average as refining capacity declines, favoring Gulf Coast refiners with diesel yields and export access.

Anglo American warns that an EU veto of its MMG nickel sale could close Brazilian ferronickel supply, pushing European stainless mills toward Indonesia.

Gold producers that fund spending from cash flow offer exposure to a price recovery with less reliance on costly borrowing.