Latest Uranium Market News

Infini Resources is showcasing its Canadian uranium portfolio at the Ignite Investment Summit 2026, underscoring recent district-scale mineralisation and ambitious drilling campaigns planned across its Portland Creek and Athabasca margin projects.

Koba Resources has launched a 2,500m drilling campaign at its Everest Prospect within the Yarramba Uranium Project, aiming to expand on last year’s high-grade uranium discoveries across a 4km strike. Results are anticipated in May as the company targets thicker, higher-grade zones amid a strong uranium market.

Cauldron Energy Limited (ASX: CXU) has been included in the BetaShares Global Uranium ETF (ASX: URNM), which currently holds over 15.7 million shares valued at approximately $678,000. This inclusion is expected to increase institutional visibility and broaden investor access amid growing global interest in uranium.

Cauldron Energy Limited has clarified that its recent share price jump is driven by easing geopolitical tensions and a buoyant uranium market, with no undisclosed material information influencing trading.

Lotus Resources has achieved a key milestone with Orano Chimie-Enrichissement accepting its Kayelekera uranium concentrate, paving the way for first uranium exports in the second quarter of 2026.

Greenvale Energy has promoted Alex Cheeseman from CEO to Managing Director as the company prepares for a pivotal 2026 field season across its uranium projects in the Northern Territory and Queensland.

Boss Energy has released updated Mineral Resource Estimates for its Gould’s Dam and Jason’s Deposit uranium projects, revealing significant increases in contained uranium despite lower average grades. The company is advancing permitting and drilling plans to accelerate development near its Honeymoon Operation in South Australia.

Deep Yellow Limited has firmly denied recent media speculation about a capital raising, reaffirming its compliance with ASX continuous disclosure rules.

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.

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.

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.

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.