Basin Energy Ltd’s Post

💥#Uranium insights from industry experts! 🤝🏽Dustin Garrow & Matthew Gordon share key takeaways from the World Nuclear Association Fuel Cycle conference. Dive into the dynamic uranium market and learn more on what's in for investors. https://lnkd.in/eutNstUQ #NEO #nuclear #investing Crux Investor #HenkriesMine #SouthAfrica

What’s Driving Uranium Demand?  #uranium #commodities #commodity #metalsandmining #commoditymarkets #nuclearenergy #nuclearpower #energytransition #cleanenergy #naturalresources #investments #investing https://lnkd.in/e8NxPSKC

Uranium Contract Prices Hit 16-Year Highs. Read how it could grow by 160% by 2030 >>  https://lnkd.in/g7eC6Wxv Cameco, a leading uranium miner, reported securing contract prices with ceilings of $125-130 per pound and floors of $70-75 per pound. #uranium #carboncredits #carbonoffsets #carbonpricing #carbonscapture #carbonmarkets #carbonnews #carbonprices #ccs #ccus #cdr #climatechange #cleanenergy #decarbonization #emissionsreduction #energytransition #esg #greenhydrogen #ghgemissions #netzero

Uranium prices have risen to 16-year highs recently, propping up the share price of Cameco (NYSE:CCJ)! The question now is whether uranium's momentum can support the company's growth in the future. Visit our latest post to read the full story! https://lnkd.in/eZDurXbf #uranium #cameco #nuclearenergy

via Carbon Credits Long-term #uranium contract prices have reached over 16-year highs due to supply uncertainty and increased demand from utilities expanding capacity for AI data centers. Current term prices are around $79 per pound, the highest since 2008, with expectations of further increases. Adavale Resources recently announced that it has secured funding to advance uranium exploration in South Australia. Read more: https://loom.ly/5s5CFY0 #ADD #AdavaleResources #ASX

Nuclear provides ~10% of the world's electricity and the uranium market faces a growing supply deficit. Increased production is crucial to meet growing demand from global decarbonisation, energy security concerns, and rising energy needs. This week, Elevate Uranium's MD, Murray Hill, joined Resource Connect Asia's Uranium-Focused Webinar to discuss the current landscape for ASX explorers and the importance of our aggressive exploration in Namibia. Watch Murray's presentation here: https://bit.ly/3y54saN The Watchlist #ASX #Uraniumexploration

With uranium spot prices declining by ~6.0% YTD, despite the recent volatility we remain bullish on the longer term prospects for the commodity. After going through some of the latest US EIA data, there's a lot to gather when looking at the current spot/term pricing dynamics, the record highs for conversion/enrichment pricing and the current state of US reactor inventories. Along with the above, our thesis remains underpinned by the three pillars of increasing global acceptance for low-carbon power solutions (specifically nuclear power), emerging trends towards energy security/independence and finally, the massive future power needs brought upon by the emergence of AI and the need for baseload power to run the increasing numbers of data centers worldwide. As such, we maintain our long-term price uranium objective of $120/lb.  **Not investment advice, just opinion, observation & analysis.Pls note the disclaimer** https://lnkd.in/gbqzpWAn #uranium #nuclear #greentransition #economics #equityresearch #investmentbanking #economics #netzero

With uranium at an over 15 year high and nuclear energy on the many countries’ agendas, why don’t we capitalise on our own natural resources and begin the transition to this form of renewable power in Australia? There is still scope for uranium prices to rise close to a precedented 50%, so why don’t we buy into the concept of nuclear power before demand for uranium and nuclear technology as a whole continue to increase? I think that the question is when rather than if. #uranium #resources #renewables #australia

When it comes to #uranium, which is a vital element for #nuclearpower generation and to produce isotopes for medicine and beyond, Australia is at a crossroads. Toro Energy Limited #ToroEnergy #energy #resource #investing #innspired https://bit.ly/3ZeD19S

Today’s Rocks Daily newsletter covers news on the following companies: Sigma Lithium Corp. (Nasdaq:SGML), Denarius Metals, Tisdale Clean Energy Corp., and Westhaven Gold Corp. For more Rocks Daily posts, click here to see our Twitter feed: https://lnkd.in/e7_G4ES SGML, DSLV, TCEC, WHN #MiningNews #CanadianMining #Exploration #PreciousMetals #BaseMetals #Metals #CriticalMinerals #CriticalMetals #Research #Investing #Markets #Stocks #Technology #Drilling #Lithium #Li #BatteryMetals #Batteries #Energy #Uranium #U3O8 #Nuclear #NuclearEnergy #Gold #Au