Uranium

A group of stocks tied to uranium mining and nuclear energy surged to levels not seen since mid-2008, capping off an extraordinary rally in May that is repositioning nuclear power at the center of both the global energy transition and investor portfolios. The VanEck Uranium and Nuclear ETF (NYSE:...

Shares of uranium producers soared Monday after President Donald Trump signed a sweeping executive order on Friday aimed at rebuilding America's nuclear energy capacity and breaking reliance on foreign uranium sources, a move that marks the biggest federal intervention in nuclear power policy in...

Iran definitively rejected proposals for a temporary uranium enrichment suspension on Monday, dealing a setback to ongoing U.S.-Iran nuclear negotiations as both sides maintain hardline positions over Tehran’s atomic program. What Happened: Iranian Foreign Ministry spokesperson Esmail Baghaei...

Uranium- and nuclear-themed ETFs spiked sharply Friday after news emerged that the domestic nuclear industry is set to be overhauled with executive orders from President Donald Trump. Policy-driven optimism sent nuclear-themed ETFs—spanning reactor developers to uranium miners—soaring on a wave of...

Uranium stocks surged Friday morning as investors digested reports that President Donald Trump will sign a series of executive orders aimed at revitalizing the nuclear energy sector. Here's what to know.  The Details: President Trump is expected to invoke the Defense Production Act to declare...

Goldman Sachs analyst Brian Lee assumes coverage on Cameco Corporation (NYSE:CCJ) with a Buy rating and price forecast of $65/C$89. The analyst says that this positive outlook is primarily driven by three key elements, which include growing demand for nuclear energy, favorable pricing dynamics, and...

The U.S. Department of the Interior (DOI) will fast-track the environmental review of Anfield Energy's (OTCQB:ANLDF) Velvet-Wood uranium and vanadium mine in Utah, completing the process in only 14 days under newly activated emergency authority. This review is significantly faster than the typical...

The trading activity of members of Congress continues to be widely followed by retail traders. A new trading disclosure by a member of Congress shows the sale of a Russell 2000 ETF and the purchase of ETFs linked to lithium and uranium. What Happened: Members of Congress are free to buy and sell...

Canadian miner Teck Resources (NYSE:TECK) is not worried about the impact of proposed U.S. tariffs on the company’s business. During the latest earnings call, CEO Jonathan Price pointed out that the firm’s exports mainly go to Asia and Europe. "In the event that tariffs are imposed, we...

After a breakthrough in early 2024, when uranium prices surged above $100 per pound, the market experienced consolidation in late 2024, with prices stabilizing around $75–$80 per pound. However, nuclear energy's role as a zero-carbon alternative drives the need for more uranium, pushing governments...

On paper, the underlying commodity of Uranium Energy Corp. (NYSE:UEC) appears to enjoy a northbound framework. In particular, the market for generative artificial intelligence may spark a $1 trillion impact on the U.S. economy within the next 10 years. However, AI isn't free in terms of energy...

Uranium producer Cameco Corp (NYSE:CCJ) has encountered volatility in recent sessions thanks to opposing fundamental forces tugging on its shares. On one hand, the stunning rise of cryptocurrencies implies greater energy consumption from blockchain mining. Cynically, this framework should be net...

Australia's main opposition has proposed a $211 billion taxpayer-funded nuclear power plan. If successful, the turn to nuclear power would be a historic event for one of the largest global commodity producers. "Nuclear power will underpin the economic success of our country for the next century....

Canada is considering export taxes on goods, including uranium, oil and potash, if President-elect Donald Trump imposes the broad tariffs he pledged.  The Details: According to a Bloomberg report, retaliatory tariffs on U.S.-made goods and export controls on certain Canadian products are most...

Once sidelined in favor of renewable sources, Goldman Sachs analysts suggest we are in the “early stages of nuclear renaissance in the U.S.” Growing support from governments and major investments from tech giants like Microsoft Corp. (NYSE:MSFT), Amazon.com Inc (NASDAQ:AMZN), and...