Latest Uranium Market News

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Deep Yellow Limited has firmly denied recent media speculation about a capital raising, reaffirming its compliance with ASX continuous disclosure rules.
Maxwell Dee
Maxwell Dee
5 Mar 2026
NGE Capital Limited reported a remarkable 148% increase in profit after tax for the year ended 31 December 2025, driven by strong gains in uranium and mining investments. The company’s net tangible asset backing per share rose 25.7%, reflecting robust portfolio performance amid a volatile macroeconomic backdrop.
Claire Turing
Claire Turing
19 Feb 2026
Cauldron Energy has announced a major uranium resource upgrade at its Yanrey Project in Western Australia, now exceeding 55 million pounds of uranium oxide. Backed by strong project economics and fully funded drilling for 2026, the company is poised to capitalise on the global nuclear resurgence amid ongoing policy challenges.
Maxwell Dee
Maxwell Dee
17 Feb 2026
Australian Rare Earths Limited (ASX, AR3) reports breakthrough metallurgical testwork at its Koppamurra project, doubling heap leach irrigation rates and achieving around 70% recovery of key magnet rare earth elements. These advances promise faster production timelines and lower costs ahead of the Pre-Feasibility Study.
Maxwell Dee
Maxwell Dee
16 Feb 2026
Paladin Energy reported a 16% increase in uranium production and a significant rise in sales volumes for the December 2025 quarter, alongside a successful equity raise and debt restructuring that enhance its financial flexibility.
Maxwell Dee
Maxwell Dee
12 Feb 2026
Paladin Energy reported a stronger half-year performance with US$138.3 million revenue from uranium sales, a narrowed net loss, and a successful A$400 million equity raise to fund growth projects.
Maxwell Dee
Maxwell Dee
12 Feb 2026
NexGen Energy is advancing through the final Canadian Nuclear Safety Commission hearing for its Rook I uranium project, buoyed by strong Indigenous community support and over a decade of environmental and social groundwork.
Maxwell Dee
Maxwell Dee
10 Feb 2026
Infini Resources Limited is spotlighting its Canadian uranium projects at the Bell Potter Unearthed Natural Resources Conference, revealing promising drilling results and ambitious plans for 2026. The company’s portfolio spans district-scale opportunities with potential for significant discoveries in Tier-1 jurisdictions.
Maxwell Dee
Maxwell Dee
10 Feb 2026
Lotus Resources has completed a A$76 million placement to bolster its financial position as it accelerates uranium production at the Kayelekera Mine, aiming for steady state output and first shipments in Q2 2026.
Maxwell Dee
Maxwell Dee
6 Feb 2026
Lotus Resources has launched a A$81 million equity raising to support the ramp-up of its Kayelekera uranium mine to steady state production targeted in Q2 2026, while advancing development of its Letlhakane project.
Maxwell Dee
Maxwell Dee
5 Feb 2026
Lotus Resources has launched a A$76 million placement alongside a A$5 million share purchase plan to fund the ramp-up of uranium production at its Kayelekera mine, aiming for steady-state output by mid-2026 amid strong market fundamentals.
Maxwell Dee
Maxwell Dee
5 Feb 2026
American Uranium has restarted drilling at its Lo Herma ISR uranium project in Wyoming, aiming to expand and upgrade its existing 8.57 million pound resource ahead of key updates in 2026.
Maxwell Dee
Maxwell Dee
5 Feb 2026