Uranium price forecast 2026: AI power boom and SMR demand tighten nuclear fuel supply
Uranium prices are entering the second half of 2026 with the market balanced between a resilient spot price and a much tighter forward outlook. Spot uranium…
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Charles Pitts is the publisher of Skillings Mining Review, the trade journal that has covered mining since 1912. He writes on the macro forces behind metal prices: commodity cycles, sovereign capital and the shifting sources of demand. His current work argues that hyperscale AI, and the gigawatt-scale power its data centres need, is becoming a buyer of lithium and copper in its own right, competing with the automotive supply chain for tier-one reserves.
Uranium prices are entering the second half of 2026 with the market balanced between a resilient spot price and a much tighter forward outlook. Spot uranium…
Hemerdon’s existing mine and processing infrastructure are central to Tungsten West’s restart plan. Tungsten West has agreed terms for up to £71 million of backing from…
Greenland Mines shares rose sharply after the company cleared a major regulatory hurdle for its Sarfartoq rare earths project. Greenland Mines Ltd. (Nasdaq: GRML) has secured…
Arizona copper project development landscape with underground mine infrastructure. Ivanhoe Electric has received a Preliminary Project Letter from the U.S. Export-Import Bank for up to US$1.1…
An underground drill jumbo works at a Quebec gold exploration site. Agnico Eagle Mines is taking a strategic position in Radisson Mining Resources as the junior…
As the global commodities market navigates structural transformations, the 2026 copper outlook has emerged as one of the most fiercely debated topics among industrial operators, institutional…
Global industrial supply chains are undergoing a structural realignment as governments and operators confront the deep vulnerabilities inherent in critical mineral sourcing. Rare earth elements (REEs),…
Autonomous mining technology in 2026 has transitioned from capital-intensive pilot programs into the operational backbone of modern resource extraction. The convergence of mature autonomous haulage systems…
The global mining sector has crossed a definitive threshold where environmental, social, and governance (ESG) reporting is no longer a voluntary public relations exercise or an…
By Sonny Rollins Published by Skillings Mining Intelligence SASKATOON / SEOUL : Cameco Corporation has finalized a major 10-year uranium supply agreement with Korea Hydro &…
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