Latest in the Uranium Space

Cameco Signs Massive $2.6B Uranium Supply Deal with India (March 2026) – Highlights urgency for long-term contracts amid global deficits. Source: Cameco announcement / Financial Post.

Uranium Spot Holds in Mid-$80s After Jan Peak (March 2026) – Prices stable at ~US$85.95–88.20/lb; futures point to gains long-term. Source: Trading Economics.

Nuclear Demand Accelerates with AI/Data Centers (Ongoing) – Utilities locking in supply as baseload needs surge from tech and decarbonization. Source: Industry reports.

Curated news on uranium prices, exploration, nuclear demand, and market developments – tracking the nuclear renaissance.

Application submitted for Swedish SMR plant

Kärnfull Next has submitted an application to build a power plant based on small modular reactors in the municipality of Valdemarsvik in Östergötland county in southeastern Sweden. It is the first application under the country’s new Act on Government Approval of Nuclear Facilities.

Mar 232 min read

Framatome to supply low-enriched fuel for Belgium's BR2 research reactor

The Belgian Nuclear Research Centre SCK-CEN has signed a contract with Framatome to supply fuel for the BR2 research reactor, which is converting from the use of high-enriched uranium fuel to low-enriched uranium fuel.

Mar 202 min read

X-energy, IHI to explore collaboration

US advanced nuclear technology developer X-energy Reactor Company and Japanese engineering firm IHI Corporation have signed a non-binding memorandum of understanding to explore and promote collaboration in high-temperature gas-cooled reactor technology.

Mar 182 min read

Nuclear power is making a comeback, says IEA

After more than two decades of stagnation, global nuclear power capacity is set to increase by at least one-third to 2035, according to the latest World Energy Outlook from the International Energy Agency. Global nuclear generating capacity is expected to increase from 420 GWe in 2024 to 728 GWe in 2050 in a scenario based on existing energy policies.

Nov 12, 20254 min read

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