Eagle Nuclear Energy Corporation (NUCL)

America's Nuclear Comeback Has a Missing Link: Domestic Fuel -- and Eagle Nuclear Energy Corp. Is Building Across Both EndsJune 22, 2026 11:14 AM
PR Newswire (US) Issued on behalf of Eagle Nuclear Energy Corp.As AI data centers and electrification ignite a nuclear revival, the U.S. faces an uncomfortable truth: it barely mines its own uranium. A new public company is trying to connect the fuel in the ground to the reactors of the future.World Street Intelligence News CommentaryNEW YORK, June 22, 2026 /PRNewswire/ -- After decades in the wilderness, nuclear power is having an unmistakable renaissance. Surging electricity demand from artificial-intelligence data centers, the electrification of everything from cars to factories, and a hard political consensus that clean, firm, always-on power is a strategic necessity have combined to rehabilitate an energy source the West spent a generation backing away from. Governments are extending the lives of aging reactors, technology giants are signing power deals to fuel their data centers, and a wave of next-generation reactor designs promises to make nuclear smaller, faster to build, and easier to deploy. But beneath the enthusiasm lies an uncomfortable structural problem that the market is only beginning to price in: the United States consumes an enormous amount of uranium and produces almost none of it.That gap between demand and domestic supply is the fault line running through the entire nuclear revival — and it is the opportunity that Eagle Nuclear Energy Corp. (NASDAQ: NUCL) is built to address. The company, which began trading on the Nasdaq earlier this year, is pursuing a dual strategy: it holds rights to the largest conventional, measured-and-indicated uranium deposit in the United States, and it is also pursuing small modular reactor technology. On June 9, 2026, Eagle took a concrete step on the reactor side of that vision, and the move offers a useful window into both the company's ambitions and the broader trajectory of the nuclear sector.What Eagle Just AnnouncedOn June 9, Eagle announced it had engaged Tensor Medium Corporation, an advanced-algorithm and artificial-intelligence company, to support reactor simulation and optimization work tied to its small modular reactor program. The engagement covers reactor modeling and simulation, reactor engineering support, materials optimization, and quantum development.. In plain terms, Eagle is bringing in specialized computational firepower to support reactor design, simulation, and optimization work — using AI-enabled simulation to work through the staggeringly complex physics and engineering of a nuclear system before later-stage engineering or deployment decisions.The partner is notable. Tensor Medium was founded by Dr. Boian Alexandrov, a former theoretical physicist at Los Alamos National Laboratory, and specializes in AI tensor-network mathematics, physics-based simulation, and high-performance computing for complex engineering and national-security applications — work that has spanned nuclear science, advanced materials, and defense systems. "Engaging the right specialized technical partners is an important step in the evolution of our SMR program and Eagle's broader nuclear energy platform strategy," said Eagle CEO Mark Mukhija, framing the move as part of building an integrated platform rather than a one-off. The symbolism is fitting for the moment: the AI boom is driving nuclear's resurgence, and here AI tools are being turned back onto the design of the reactors themselves.The Strategy: Own the Raw Fuel and the ReactorTo understand why the Tensor Medium engagement matters, it helps to understand Eagle's larger thesis. Most companies in the nuclear value chain occupy a single niche: they mine uranium, or they enrich it, or they design reactors. Eagle is attempting something more integrated — combining a substantial domestic uranium resource with advanced reactor technology initiatives within one platform. The logic is that in a world worried about energy security, controlling both the fuel supply and the technology that provides power is more defensible and more strategically valuable than owning either piece alone.The raw fuel side is anchored by Eagle's flagship Aurora Uranium Project in southeastern Oregon, which the company describes as hosting the largest conventional, measured-and-indicated uranium resource in the United States — 32.75 million pounds in the indicated category and 4.98 million pounds inferred, per an S-K 1300 technical report summary completed by BBA USA in August 2025, with an adjacent Cordex deposit the company believes could expand the resource further. Eagle has been steadily de-risking the asset: it engaged SLR International to lead permitting with the federal Bureau of Land Management and Oregon state regulators, joined the Uranium Producers of America, advanced environmental milestones, and announced a 47-hole, roughly 27,000-foot drill program slated to begin in July 2026, all aimed at advancing the project toward a Pre-Feasibility Study targeted for the second half of 2027. The reactor side — now bolstered by the Tensor Medium engagement — is the second half of the integrated vision.Why the Sector Is SurgingThe backdrop to all of this is a genuine structural shift in energy markets. U.S. electricity demand, essentially flat for two decades, is now projected to climb sharply, driven above all by the voracious power appetite of AI data centers. Because nuclear power is clean, dense, and runs around the clock regardless of weather, it has become the favored answer for technology companies and utilities that need firm, carbon-free baseload power — and a string of high-profile deals pairing data centers with nuclear generation has underscored the point. Layered on top is a policy push: the U.S. government has explicitly prioritized rebuilding domestic nuclear capacity and the fuel supply chain that underpins it, treating uranium and enrichment as matters of national security.That national-security framing is where the domestic-supply gap becomes acute. The United States relies heavily on imported uranium, including material from geopolitical rivals, even as it operates the world's largest fleet of reactors and prepares to build more. Rebuilding a domestic uranium supply chain has become a bipartisan priority, and companies positioned to produce American uranium — or to advance the next generation of reactors that will consume it — sit squarely in the path of that policy and capital. It is precisely this convergence that has lifted the entire nuclear complex over the past two years, even through bouts of sharp volatility.The Companies Defining the Nuclear TradeEagle operates at the intersection of two hot sub-sectors — domestic uranium and advanced reactors — so its peers span both. Looking at a few of the most prominent public names helps frame the opportunity and the formidable, better-capitalized competition Eagle faces as an early-stage entrant.Energy Fuels Inc. (NYSE American: UUUU) is the leading U.S. domestic uranium producer and the most direct reference point for Eagle's fuel ambitions. With conventional production capacity, a diversified critical-minerals portfolio, and active U.S. operations, Energy Fuels illustrates what an established domestic uranium franchise looks like — and underscores how scarce that status is, given how few companies actually produce uranium on American soil. For an aspiring producer like Eagle, it represents the destination the Aurora project is working toward.Uranium Energy Corp. (NYSE American: UEC) is another major U.S.-focused uranium developer and producer, with a portfolio of in-situ recovery projects and a strategy built squarely around the domestic-supply-security thesis. As one of the more prominent pure-play American uranium names, UEC demonstrates the investor appetite for companies positioned to close the gap between U.S. uranium demand and domestic output — the same gap Eagle's Aurora deposit is meant to help fill.NuScale Power Corporation (NYSE: SMR) is the bellwether of the small modular reactor movement and the most relevant comparison for Eagle's reactor ambitions. As the first SMR developer to receive U.S. Nuclear Regulatory Commission design approval, NuScale holds a first-mover advantage in the race to commercialize SMRs and illustrates both the promise and the long, capital-intensive road of bringing advanced reactor technology to market — a road Eagle is only beginning to travel.Oklo Inc. (NYSE: OKLO) has become one of the most visible advanced-reactor names, pursuing compact fast-reactor designs aimed at powering data centers and other large loads, and it has been a focal point of the AI-driven nuclear trade. Oklo embodies the market's enthusiasm for next-generation reactor developers — and the volatility that comes with valuing pre-commercial companies on long-dated promise. These companies are referenced to illustrate the sector and do not imply any partnership, endorsement, affiliation, or comparable financial performance; they are far larger, more established, or further along than Eagle, which is an early-stage company advancing both a pre-production uranium project and an early-stage reactor program.The Risks Behind the VisionThe integrated story is compelling, but the risks are substantial and deserve clear emphasis. Eagle is an early-stage company on both halves of its strategy. The Aurora project, however large its resource, is pre-production: it has a measured-and-indicated resource but not yet a completed Pre-Feasibility Study (targeted for the second half of 2027), and the long path from resource to permitted, financed, producing mine is precisely where many promising uranium projects stall. Mining is subject to permitting risk, environmental review, and the notoriously slow timelines of bringing a U.S. uranium mine online, and uranium prices themselves are volatile.The reactor side is earlier still. Small modular reactor technology, across the entire industry, remains largely pre-commercial and unproven at scale; the engagement of a simulation partner is a development step, not a built or licensed reactor, and SMR programs face formidable technical, licensing, regulatory, and financing hurdles before they generate a single megawatt. Eagle is also a recently de-SPAC'd company — it became public through a business combination with Spring Valley Acquisition Corp. II completed in February 2026 — a structure that carries its own post-listing volatility, and like most development-stage resource and technology companies it will need ongoing capital to fund the long road ahead. None of the forward-looking ambitions described are guaranteed to materialize.Why the Trajectory Still MattersFor all those caveats, the direction of travel is unmistakable, and it is what gives a company like Eagle its relevance. The nuclear renaissance is not a passing trade; it is grounded in durable forces — the structural surge in electricity demand from AI and electrification, the global push for clean firm power, and a hardening political determination to rebuild domestic nuclear capacity and fuel security. Each of those currents increases the strategic value of both American uranium and the next generation of reactors, the two things Eagle is trying to bring together under one platform.Whether Eagle can execute on that integrated vision — advancing Aurora toward production while maturing a credible reactor program — will be settled over years, through drill results, feasibility studies, permits, and licensing milestones. But the question the company is organized around is exactly the one the nuclear sector is being forced to confront: not simply whether to build more reactors, but whether America can supply the fuel and the technology to power them itself. For investors trying to understand where the nuclear revival goes from here, that question — the link between domestic fuel and domestic reactors — is the story worth following.CONTINUED … Learn more about Eagle Nuclear Energy Corp. at: https://www.eaglenuclear.comSEE WHAT THE MARKET IS TALKING ABOUT BEFORE IT MOVESEagle Eye reads social, forum, and news chatter across thousands of investor conversations in real time — and surfaces the tickers the crowd is piling into, along with the sentiment and catalysts behind them.Explore Eagle Eye free (for now) at https://Eagle-Eye.devCONTACT:
World Street Intelligence
info@worldstreetintelligence.comSOURCES:[1] Eagle Nuclear Energy Corp. — "Eagle Nuclear Energy Engages Tensor Medium to Support Reactor Simulation and Optimization for SMR Program" (GlobeNewswire, June 9, 2026; primary source for the Tensor Medium engagement, SMR program, Aurora resource, PFS timing, CEO Mukhija quote):[2] Eagle Nuclear Energy Corp. — "Provides First Quarter 2026 Corporate Update" (GlobeNewswire, April 15, 2026; de-SPAC completion, Nasdaq listing, drill program, SLR permitting, UPA membership, $31.3M cash):[3] Eagle Nuclear Energy Corp. — "Commences Trading on Nasdaq Under Ticker Symbol 'NUCL'" (GlobeNewswire, Feb 25, 2026; Aurora resource detail, SMR platform, business combination with SVII):[4] Eagle Nuclear Energy Corp. — "Advances Aurora Project with Completion of Key Environmental and Site Readiness Milestones" (GlobeNewswire, May 28, 2026; permitting and site progress):[5] StockTitan — nuclear & uranium sector overview (peer context: Energy Fuels UUUU, Uranium Energy UEC, NuScale SMR, Oklo OKLO; domestic uranium and SMR landscape):DISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. World Street Intelligence is owned and operated by Creative Digital Marketing Group and this article is being distributed on their behalf by Market IQ Media Group Limited, a company incorporated under the laws of Ireland ("MIQL"). MIQL has been paid a fee for Eagle Nuclear Energy Corp. advertising and digital media from Creative Digital Media Group ("CDMG"). There may be 3rd parties who may have shares of Eagle Nuclear Energy Corp., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQL does not own any shares of Eagle Nuclear Energy Corp. but reserve the right to buy and sell, and will buy and sell shares of Eagle Nuclear Energy Corp. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material disseminated by MIQL has been approved by the above mentioned company; this is a paid advertisement, we have been paid for by CDMG, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through further private placements and/or investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Cautionary Note Regarding Forward-Looking StatementsThis publication contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on the current expectations of the management team of Eagle Nuclear Energy Corp. and are inherently subject to uncertainties and changes in circumstance and their potential effects. There can be no assurance that future developments will be those that have been anticipated. These forward-looking statements involve a number of risks, uncertainties or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to, (i) market risks; (ii) the effect of the Company's previously completed business combination with Spring Valley Acquisition Corp. II (the "Business Combination") on Eagle's business relationships, performance, and business generally; (iii) failure to realize the anticipated benefits of the Business Combination; (iv) the inability to maintain the listing of Eagle's securities on Nasdaq Capital Market or a comparable exchange; (v) the risk that the price of Eagle's securities may be volatile; (vi) fluctuations in spot and forward markets for uranium and certain other commodities; (vii) restrictions on mining in the jurisdictions in which Eagle operates; (viii) laws and regulations governing Eagle's operation, exploration and development activities; (ix) Eagle's ability to obtain or renew the licenses and permits necessary for the operation and expansion of its existing operations; and (x) risks and hazards associated with the business of mineral exploration, development and mining. The foregoing list is not exhaustive. You should carefully consider the foregoing factors and the other risks and uncertainties described in filings made with the SEC by Eagle from time to time, which may be found on the SEC's website at www.sec.gov. View original content:https://www.prnewswire.com/news-releases/americas-nuclear-comeback-has-a-missing-link-domestic-fuel--and-eagle-nuclear-energy-corp-is-building-across-both-ends-302806243.html Original: America's Nuclear Comeback Has a Missing Link: Domestic Fuel -- and Eagle Nuclear Energy Corp. Is Building Across Both Ends

The Nuclear Company Trying to Build the Fuel-and-Reactor Stack in One ShotJune 9, 2026 8:43 AM
PR Newswire (US) Issued on behalf of Eagle Nuclear Energy Corp.Equity Insider News CommentaryRENO, Nev., June 9, 2026 /PRNewswire/ -- Plenty of nuclear stories ask investors to choose between the fuel side and the reactor side. Eagle Nuclear Energy Corp. (NASDAQ: NUCL) is trying to make the case that the more interesting long-term play may be owning both parts of the puzzle. Its latest move adds another layer to that strategy: the company has engaged Tensor Medium Corporation to support reactor simulation and optimization work tied to Eagle's small modular reactor program.  Companies mentioned: Eagle Nuclear Energy Corp. (NASDAQ: NUCL), Oklo Inc. (NYSE: OKLO), NuScale Power Corporation (NYSE: SMR), Nano Nuclear Energy Inc. (NASDAQ: NNE), Centrus Energy Corp. (NYSE: LEU)KEY TAKEAWAYSEagle just added a technical AI layer to its SMR strategy. The company has engaged Tensor Medium to support reactor simulation and optimization work tied to its small modular reactor program, including modeling, materials optimization, quantum development, and future licensing-readiness support.This is about more than software. Management is positioning the Tensor Medium engagement as part of a broader integrated nuclear platform that combines domestic uranium resources with advanced SMR technology.Aurora remains a major part of the story. Eagle says it owns the largest conventional, measured and indicated uranium deposit in the United States, including 32.75 million pounds indicated and 4.98 million pounds inferred at the Aurora deposit, while continuing to target a pre-feasibility study in the second half of 2027.The broader nuclear trade is active. Public-market interest in SMRs, advanced reactors, domestic fuel supply, and uranium infrastructure has remained elevated as policy support and electricity-demand narratives continue to drive attention across the sector.Retail investors now have a clearer angle on Eagle's story. The company is not only talking about uranium in the ground; it is also trying to show how reactor development, technical partnerships, and future licensing work could fit into a larger domestic nuclear platform.For retail investors, that matters because it makes the Eagle story easier to understand. This is no longer just a uranium-resource story or just an abstract reactor-development story. Eagle is trying to build a more integrated nuclear platform that links domestic uranium resources with advanced reactor ambitions, and the Tensor Medium engagement helps show how management wants to turn that idea into something more technically grounded.Why This Update MattersUnder the new engagement, Tensor Medium will support reactor modeling and simulation efforts for Eagle's SMR program, including reactor design support, materials optimization, quantum utilization , and support for future licensing and regulatory readiness. Eagle says those workstreams fit into its broader strategy of advancing an integrated nuclear energy platform combining domestic uranium resources with advanced SMR technology.That is important because next-generation reactor stories often rise or fall on whether investors can see a path from concept to engineering reality. Bringing in a specialist partner with expertise in AI tensor-network mathematics, physics-based simulations, and high-performance computing gives Eagle a more tangible way to talk about reactor-design optimization and future development work.CEO Mark Mukhija framed the engagement as an important step in the evolution of Eagle's SMR program and the company's broader nuclear-energy platform strategy. Tensor Medium founder Dr. Boian Alexandrov said his firm's advanced simulation and optimization capabilities are well-suited to next-generation reactor-development programs such as Eagle's initiative.The Bigger Eagle ThesisWhat separates Eagle from many other nuclear stories is that it is trying to connect upstream fuel exposure with downstream reactor ambition. The company describes itself as a next-generation nuclear energy company that combines domestic uranium exploration with exclusive rights to certain small modular reactor technologies.Eagle says it owns the largest conventional, measured, and indicated uranium deposit in the United States, located in southeastern Oregon. According to the company, that includes the Aurora deposit with 32.75 million pounds indicated and 4.98 million pounds inferred of near-surface uranium resource under an S-K 1300 Technical Report Summary, along with the adjacent Cordex deposit, which it believes could expand the overall resource inventory.That gives investors two angles to watch at once. On one side, there is the resource-development path tied to uranium and a targeted pre-feasibility study in the second half of 2027. On the other side, there is the reactor-development path, where partnerships like Tensor Medium can help shape the modeling, simulation, and optimization work needed to move an SMR concept toward something more licensable and commercially relevant.More on the company's integrated strategy, uranium assets, and SMR initiative can be found on the Eagle Nuclear homepage, the company's SMR technology page, and the Aurora Uranium Project page.Why Tensor Medium FitsTensor Medium is not being presented as a general consultant. Eagle describes the company as an advanced algorithm and artificial intelligence business focused on tensor factorization methods, high-performance computing, and physics-based simulations at the exascale level.According to the press release, Tensor Medium's work has applications across nuclear engineering, materials science, defense systems, and national security, and founder Dr. Alexandrov is a former Los Alamos National Laboratory theoretical physicist. That kind of background matters in a sector where advanced modeling, materials behavior, and licensing readiness can become just as important as the reactor concept itself.Retail investors do not need to understand every technical detail of tensor networks to understand the strategic point. Eagle is trying to show that it is surrounding its SMR program with specialist capabilities that could help refine design choices and support future development milestones.The Sector TapeEagle is entering this conversation at a time when the broader nuclear trade has been drawing renewed interest from both investors and policymakers. Rising power demand, AI-driven data-center load growth, domestic fuel security, and a broader push for clean baseload generation have all helped keep advanced nuclear names in focus.Oklo Inc. (NYSE: OKLO) has been one of the most closely watched advanced-nuclear names, with investor attention recently boosted by favorable fuel-related developments and continued focus on the company's commercial deployment plans later this decade.NuScale Power Corporation (NYSE: SMR) remains one of the best-known public SMR names. Recent market commentary has highlighted strong moves in the stock alongside broader enthusiasm for next-generation nuclear infrastructure and reactor deployment narratives.Nano Nuclear Energy Inc. (NASDAQ: NNE) has also remained in the public-market spotlight as investors look for smaller and more flexible advanced-reactor concepts. Recent commentary around government support for nuclear and a renewed push toward reactor deployment has helped keep the name on retail radar screens.Centrus Energy Corp. (NYSE: LEU) adds the fuel-cycle angle to the comp set. The company is strategically important because it operates the only U.S.-owned, NRC-licensed facility producing HALEU in the United States, placing it near the center of the domestic fuel-supply conversation that underpins many advanced-reactor and SMR narratives.Why Retail Investors May CareThere is a simple reason Eagle's story can resonate with retail investors: it offers exposure to multiple areas of the domestic nuclear value chain. If the uranium side strengthens with domestic supply urgency, Eagle has a large in-ground resource narrative. If the SMR side gains traction, the company can point to technical partnerships and reactor-development workstreams that support a broader nuclear-platform strategy.That does not remove risk. Eagle's own cautionary language makes clear that future licensing, permitting, technical validation, capital needs, and commercialization timelines remain uncertain. But the latest Tensor Medium engagement gives the market a more concrete sign that Eagle is trying to put real engineering infrastructure around its reactor ambitions instead of leaving the story at a high level.For investors following the resurgence in domestic nuclear development, that combination of uranium exposure and SMR optionality is what makes Eagle a name worth watching. Additional company information is available on the Eagle Nuclear homepage.About Eagle Nuclear Energy Corp.Eagle Nuclear Energy Corp. is a next-generation nuclear energy company that combines domestic uranium exploration with exclusive rights to certain small modular reactor technologies. The company says it owns the largest conventional, measured, and indicated uranium deposit in the United States, located in southeastern Oregon, including the Aurora and Cordex deposits.The company is advancing its flagship Aurora Uranium Project toward a pre-feasibility study currently targeted for the second half of 2027 while also pursuing broader SMR development initiatives. Additional company information is available on the Eagle Nuclear homepage and the company's Aurora Uranium Project page.Eagle EyeSEE WHAT THE MARKET IS TALKING ABOUT BEFORE IT MOVESEagle Eye reads social, forum, and news chatter across thousands of investor conversations in real time—and surfaces the tickers the crowd is piling into, along with the sentiment and catalysts behind them.Explore Eagle Eye free (for now) at https://Eagle-Eye.dev.Contact
Equity Insider
info@equity-insider.comDisclaimer: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a digital media distribution and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.... USA News Group is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). This article is being distributed by USA News Group on behalf of MIQ. MIQ has been paid a fee for Eagle Nuclear Energy Corp. advertising and digital media from Creative Direct Marketing Group ("CDMG"). There may be 3rd parties who may have shares of Eagle Nuclear Energy Corp. and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this article or email as the basis for any investment decision. The owner/operator of MIQ currently owns shares of Eagle Nuclear Energy Corp. that were purchased in the open market and reserves the right to buy and sell, and will buy and sell shares of Eagle Nuclear Energy Corp. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company; no further notice will be given, but let this disclaimer serve as notice that all material disseminated by MIQ has been reviewed and approved on behalf of Eagle Nuclear Energy Corp. by CDMG; this is a digital media distribution.While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our article is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo: https://mma.prnewswire.com/media/2840019/Equity_Insider_Logo.jpg  View original content:https://www.prnewswire.com/news-releases/the-nuclear-company-trying-to-build-the-fuel-and-reactor-stack-in-one-shot-302795269.htmlSOURCE Equity Insider Original: The Nuclear Company Trying to Build the Fuel-and-Reactor Stack in One Shot

Inside America's Largest Conventional Measured and Indicated Uranium Deposit: Eagle Nuclear Energy Advances Aurora Toward Pre-FeasibilityMay 14, 2026 10:57 AM
PR Newswire (US) Issued on behalf of Eagle Nuclear Energy Corp.Environmental baseline studies commence at flagship Aurora Uranium Project ahead of 27,000-foot, 47-hole drill program scheduled to commence in July 2026; PFS targeted second half of 2027NEW YORK, May 14, 2026 /PRNewswire/ -- Equity Insider News Commentary — The United States burns through roughly 50 million pounds of uranium each year to fuel the world's largest fleet of nuclear reactors, and imports approximately 95% of that uranium from foreign suppliers.[1] That structural import dependence — combined with accelerating demand projections for nuclear power across AI data centers, grid expansion, and emerging space-deployment mandates — has placed domestic uranium development firmly into the national security conversation. Spot uranium pricing reached approximately $86.55 per pound as of May 1, 2026, up 24% over the trailing twelve months, providing the price backdrop against which the small group of U.S.-asset uranium developers has been advancing through the spring of 2026.[2] Eagle Nuclear Energy Corp. (NASDAQ: NUCL) — a next-generation nuclear energy company that owns the rights to the largest conventional, measured and indicated uranium deposit in the United States— on May 5, 2026 announced the commencement of environmental baseline studies in advance of the Company's previously announced 27,000-foot, 47-hole Pre-Feasibility Study ("PFS")-related drill program at its flagship Aurora Uranium Project, located along the Oregon–Nevada border.[3] The studies are being conducted by numerous engaged consultants ahead of the drill program, which is scheduled to commence in early July 2026 using two to three rigs over an estimated three- to four-month period.[3]Aurora: A Defined Conventional Uranium ResourceThe Aurora Uranium Project hosts 32.75 million pounds of indicated and 4.98 million pounds of inferred uranium resource under the SK-1300 TRS reporting standard.[2] The adjacent Cordex deposit, also held by the Company, is positioned as offering significant potential to expand the project's overall resource inventory beyond Aurora's current indicated and inferred base.[3] Together, the assets anchor Eagle's stated long-term strategy to develop an integrated nuclear energy platform that combines domestic uranium resources with exclusive Small Modular Reactor (SMR) technology —the integrated platform strategy the Company has emphasized since its February 25, 2026 Nasdaq listing..[2]Drill Program Engineering and Permitting SequenceOn April 1, 2026, Eagle announced its plans to conduct a 27,000-foot drill program at Aurora — designed by resource consultants BBA USA Inc. ("BBA") to address data gaps identified through a comprehensive Gap Analysis study and advance the project toward a PFS.[4] On April 9, 2026, the Company signed a Drilling Services Agreement with Fallon, Nevada-based Harris Exploration Drilling & Associates Inc. ("Harris Drilling"), which committed up to three track-mounted core drill rigs to complete the 47-hole program designed by BBA.[5]The permitting workstream advanced in parallel. On March 18, 2026, Eagle selected SLR International Corporation to lead the permitting effort at Aurora — a leading global mining and environmental consulting firm bringing experience with the federal and state permitting process for U.S. uranium developments.[6] On March 10, 2026, the Company announced it had joined the Uranium Producers of America — an industry trade association that aligns Eagle with the broader U.S. domestic uranium policy conversation.[6]The Company on April 15, 2026 provided its first quarter 2026 corporate update and financial results — the first quarter following the February 24, 2026 completion of its business combination with Spring Valley Acquisition Corp. II and the February 25, 2026 commencement of Nasdaq trading under the symbol "NUCL."[7]A Tightening Uranium Market BackdropThe price environment for U.S. domestic uranium developers has continued to firm through Q2 2026. Spot uranium pricing at approximately $86.55 per pound as of May 1, 2026 represents one of the strongest sustained price ranges of the past decade for the metal.[2] White House National Science and Technology Memorandum 3, issued April 14, 2026, mandates space-based nuclear deployment by 2028 and lunar reactor deployment by 2030 — federal directives that have increased the strategic importance of domestic uranium and the enriched fuel cycle running adjacent to it.[8]Across the broader uranium sector, producers operating U.S. and adjacent assets continue to reinforce the growing demand backdrop Eagle is advancing into. .Cameco Corporation (NYSE: CCJ) (TSX: CCO), one of the world's largest publicly listed uranium producers, has continued to advance the Cigar Lake operation and the McArthur River/Key Lake restart in the Athabasca Basin of Saskatchewan — alongside its strategic 49% interest in Westinghouse Electric Company. The Company has remained the benchmark name for senior uranium production exposure in the public markets.Uranium Energy Corp. (NYSE American: UEC) has continued to advance its U.S.-based in-situ recovery uranium production platform across Texas and Wyoming, alongside development-stage assets in the Powder River and Great Divide basins. UEC's positioning as one of the larger pure-play U.S. uranium developers makes its operational cadence a useful read on the broader U.S. uranium production conversation that Eagle's Aurora development pathway sits within.Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR), the U.S.'s largest producer of uranium concentrates and a leading rare earth elements producer, operates the White Mesa Mill in Utah — the only fully licensed and operating conventional uranium mill in the United States. Energy Fuels' integrated U.S. uranium-and-critical-minerals positioning has continued to draw attention as the broader domestic supply chain policy conversation has accelerated.Denison Mines Corp. (NYSE American: DNN) (TSX: DML) has continued to advance its Phoenix In-Situ Recovery uranium project at Wheeler River in Saskatchewan toward final investment decision, with the project positioned as one of the lower-cost potential new uranium operations in North America. Denison's progress in the Athabasca Basin provides one of the more closely watched development timelines in the senior uranium developer cohort.Bottom Line on NUCL's PositionThe May 5, 2026 commencement of environmental baseline studies marks the start of the PFS-related workstream proper at Aurora. With the drill program scheduled to commence in July 2026 under a signed Drilling Services Agreement with Harris Drilling, permitting led by SLR, resource modelling by BBA, and the Company holding what it describes as the largest conventional measured and indicated uranium deposit in the United States, Eagle has translated its February 2026 Nasdaq listing into an operational execution profile aligned with the broader uranium sector's current growth cycle. . The PFS is targeted for the second half of 2027; the next several quarters will be defined by drill progress, baseline-study completion, and the permitting interface across federal and state regulators.[3]Read more about Eagle Nuclear Energy Corp. at: usanewsgroup.com/nucl-profileCONTACT:Equity Insider
editor @acblanke1SOURCES:Equity-Insider.com — "The U.S. Imports 95% of Its Uranium. One Nasdaq-Listed Newcomer is the Largest Conventional Deposit in the Country," GlobeNewswire, April 16, 2026, https://www.globenewswire.com/news-release/2026/04/16/3275617/0/en/The-U-S-Imports-95-of-Its-Uranium-One-Nasdaq-Listed-Newcomer-is-the-Largest-Conventional-Deposit-in-the-Country.htmlGlobeNewswire — "Domestic Uranium Development Update: Eagle Nuclear Energy (NASDAQ: NUCL) Initiates Pre-Drill Environmental Baseline Studies at Aurora Project," May 6, 2026, https://www.globenewswire.com/news-release/2026/05/06/3289153/0/en/Domestic-Uranium-Development-Update-Eagle-Nuclear-Energy-NASDAQ-NUCL-Initiates-Pre-Drill-Environmental-Baseline-Studies-at-Aurora-Project.htmlEagle Nuclear Energy Corp. — "Eagle Nuclear Energy Announces Commencement of Environmental Baseline Studies in Advance of PFS-Related Drill Program at Aurora," GlobeNewswire, May 5, 2026, https://www.globenewswire.com/news-release/2026/05/05/3287674/0/en/Eagle-Nuclear-Energy-Announces-Commencement-of-Environmental-Baseline-Studies-in-Advance-of-PFS-Related-Drill-Program-at-Aurora.htmlEagle Nuclear Energy Corp. — "Eagle Nuclear Energy Announces Plans to Conduct a 27,000 Ft Drill Program To Advance Aurora Toward a Pre-Feasibility Study," April 1, 2026, https://www.globenewswire.com/news-release/2026/04/01/3266610/0/en/Eagle-Nuclear-Energy-Announces-Plans-to-Conduct-a-27-000-Ft-Drill-Program-To-Advance-Aurora-Toward-a-Pre-Feasibility-Study.htmlEagle Nuclear Energy Corp. — "Eagle Nuclear Energy Engages Drilling Company And Files Permit Applications For PFS-Related Drill Program at Aurora," April 9, 2026, https://www.globenewswire.com/news-release/2026/04/09/3270973/0/en/Eagle-Nuclear-Energy-Engages-Drilling-Company-And-Files-Permit-Applications-For-PFS-Related-Drill-Program-at-Aurora.htmlEagle Nuclear Energy Corp. — "Eagle Nuclear Energy Selects SLR International Corporation to Lead the Permitting Effort at Aurora Uranium Project," March 18, 2026; "Eagle Nuclear Energy Joins Uranium Producers of America," March 10, 2026.Eagle Nuclear Energy Corp. — "Eagle Nuclear Energy Provides First Quarter 2026 Corporate Update," April 15, 2026.24/7 Wall St. — "Oklo, Nano Nuclear, Centrus, NuScale Surge as White House Space Nuclear Mandate Electrifies the Sector," April 16, 2026.DISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a digital media distribution and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). This article is being distributed by Equity Insider on behalf of MIQ. MIQ has been paid a fee by Creative Direct Marketing Group ("CDMG") for Eagle Nuclear Energy Corp. advertising and digital media. MIQ does not currently own shares of Eagle Nuclear Energy Corp., but reserves the right to buy and sell shares of Eagle Nuclear Energy Corp. at any time without any further notice commencing immediately and ongoing. There may also be 3rd parties who may have shares of Eagle Nuclear Energy Corp. and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, has been reviewed and approved on behalf of Eagle Nuclear Energy Corp. by CDMG.Cautionary Note Regarding Forward-Looking Statements:Certain statements included in this commentary are not historical facts but are forward-looking statements. All statements other than statements of historical facts contained in this commentary — including statements regarding Eagle Nuclear Energy Corp.'s drill program schedule, environmental baseline studies, permitting timelines, PFS targets, resource expansion potential, anticipated nuclear energy market demand, U.S. domestic uranium supply chain dynamics, and integrated SMR platform development — are forward-looking statements. Forward-looking statements involve known and unknown risks, uncertainties, and other factors, many of which are beyond the Company's control, and which could cause actual results to differ materially from those expressed or implied in the forward-looking statements. Risks include, without limitation: risks related to the business combination with Spring Valley Acquisition Corp. II completed February 24, 2026 and matters disclosed in the Company's registration statement on Form S-1 originally filed with the SEC on March 19, 2026 and any amendments or supplements thereto; risks related to permitting and regulatory approvals; risks related to drilling results and resource expansion; market and commodity price volatility; legal and listing risks; and other operational and financial risks. Readers are cautioned not to place undue reliance on forward-looking statements. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Always consult a licensed investment professional before making any investment decision. Investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo - https://mma.prnewswire.com/media/2840019/5969765/Equity_Insider_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/inside-americas-largest-conventional-measured-and-indicated-uranium-deposit-eagle-nuclear-energy-advances-aurora-toward-pre-feasibility-302771659.html Original: Inside America's Largest Conventional Measured and Indicated Uranium Deposit: Eagle Nuclear Energy Advances Aurora Toward Pre-Feasibility

The Uranium Shortage: 78 Gigawatts Under Construction and Not Enough FuelApril 29, 2026 9:05 AM
PR Newswire (Canada)

Issued on behalf of Eagle Nuclear Energy Corp.VANCOUVER, BC, April 29, 2026 /CNW/ -- USANewsGroup.com News Commentary — Seventy-eight gigawatts of nuclear reactor capacity are now under construction across 15 countries, according to the International Energy Agency's 2026 Global Energy Review, and global installed nuclear capacity sits at 420 GW[1]. That building spree just got louder: at the Paris Nuclear Energy Summit in March, 38 nations signed on to triple nuclear capacity by 2050, locking in sovereign fuel commitments that tighten the supply picture for years[2]. The capital now rotating into this sector is targeting companies already past the starting line, and five names sit at the front of that queue: Eagle Nuclear Energy Corp. (NASDAQ: NUCL), Cameco Corporation (NYSE: CCJ) (TSX: CCO), Uranium Energy (NYSE-A: UEC), NexGen Energy (NYSE: NXE) (TSX: NXE), and Denison Mines (NYSE-A: DNN) (TSX: DML).
The World Nuclear Association projects government targets could push global nuclear capacity to 1,446 GWe by 2050, well past the 1,200 GW tripling goal set at COP28[3]. With over 12 GW of new nuclear construction starts in 2025 alone, according to the IEA, the asymmetric upside now favors companies holding permitted sites, funded drill programs, and active construction timelines over early-stage explorers still years from first approvals[4].Eagle Nuclear Energy (NASDAQ: NUCL) just reported its first quarter as a publicly traded company, and the numbers tell a clean story: $31.3 million in cash, zero interest-bearing debt, and a flagship uranium project that is now moving toward drilling.The company's Aurora Uranium Project, located along the Oregon-Nevada border, holds 32.75 million pounds of indicated uranium and 4.98 million pounds of inferred uranium. That makes it the largest conventional, measured and indicated uranium deposit in the United States. Eagle Nuclear Energy completed its business combination with Spring Valley Acquisition Corp. II in February 2026 and began trading on the Nasdaq on February 25 under the ticker NUCL.Since listing, Eagle Nuclear Energy has moved quickly. The company announced a 27,000 ft drill program at Aurora in early April, designed to advance the project toward a Pre-Feasibility Study. The program consists of 47 diamond drill holes planned by resource consultants BBA USA Inc., with objectives spanning resource expansion, classification enhancement, advanced metallurgy, rock mechanics, and hydrogeological analysis. Each hole was designed to serve multiple purposes simultaneously, keeping the overall program limited without sacrificing any of its goals.Days later, Eagle Nuclear Energy engaged Harris Exploration Drilling to provide up to three track-mounted core drill rigs for the campaign, which is scheduled to begin in July and expected to wrap within three to four months. The company's permitting manager, SLR International Corporation, has already filed permit applications with the Bureau of Land Management and the Oregon Department of Geology and Mineral Industries. Both agencies have acknowledged receipt, and Eagle Nuclear Energy anticipates approvals in time for the July start.The broader strategy here is vertical integration. Eagle Nuclear Energy is not just exploring uranium. The company is pairing domestic uranium resources with exclusive Small Modular Reactor technology to build what it calls an integrated nuclear energy platform. At a time when operating reactors in the United States source more than 95% of their fuel from foreign suppliers, a domestic project with a clear path to development carries real strategic weight. Eagle Nuclear Energy's membership in the Uranium Producers of America reinforces that positioning, and the Pre-Feasibility Study is slated for completion in the second half of 2027.With cash on hand, a drill program locked in, permits filed, and rigs secured, Eagle Nuclear Energy is approaching a summer that could meaningfully reshape how the market values Aurora. For a company that only began trading two months ago, the pace of execution stands out.Other industry developments and happenings in the market include:Cameco Corporation (NYSE: CCJ) (TSX: CCO) signed a long-term agreement to supply nearly 22 million pounds of uranium ore concentrate to India's Department of Atomic Energy over a nine-year period, with deliveries expected to run from 2027 through 2035. The contract carries an estimated total value of approximately $2.6 billion, based on a uranium spot price of US$86.95 per pound, and was celebrated in Delhi alongside Indian Prime Minister Narendra Modi, Canadian Prime Minister Mark Carney, and Saskatchewan Premier Scott Moe."Cameco is proud to be a strategic partner with India to help meet its civil nuclear fuel needs and support its trade relationship with Canada," said Tim Gitzel, CEO of Cameco Corporation. "India is embarking on an ambitious nuclear expansion to power its development plans and meet the future energy security needs of its people."India currently operates 24 reactors with plans to reach 100 GW of nuclear capacity by 2047, representing a significant long-term demand driver for uranium supply. The new agreement builds on a previous five-year contract Cameco Corporation held with India beginning in 2015, reinforcing the company's position as a trusted nuclear fuel supplier of choice for sovereign buyers globally.Uranium Energy (NYSE-A: UEC) announced production commencement at its Burke Hollow project in South Texas following approval from the Texas Commission on Environmental Quality, making Burke Hollow the world's newest in-situ recovery uranium mine and the first new U.S. ISR operation to start in over a decade. Combined with recent capacity expansion approvals at Christensen Ranch in Wyoming, Uranium Energy now operates two active ISR hub-and-spoke platforms and is the only U.S. uranium company with two producing ISR production systems."The startup of Burke Hollow is a significant achievement for UEC, advancing the project from a grassroots discovery in 2012 to production in 2026," said Amir Adnani, President and CEO of Uranium Energy. "With two ISR operations now producing, and our Ludeman ISR project planned for startup in 2027, we are building a scalable, multi-faceted platform supported by the largest uranium resource base in the United States."Burke Hollow is the largest ISR uranium discovery in the United States, with multi-phase development potential designed to scale production in line with market demand. Uranium Energy maintains a 100% unhedged production strategy, holds the largest uranium resource base in the U.S., and is targeting growth across its three-platform ISR network to meet strengthening market fundamentals.NexGen Energy (NYSE: NXE) (TSX: NXE) received final federal approval for the Rook I uranium project in Saskatchewan's Athabasca Basin, with the Canadian Nuclear Safety Commission issuing both an Environmental Assessment approval and a Licence to Prepare Site and Construct, the last regulatory hurdle required to begin full construction. When operational, Rook I will produce up to 30 million pounds of uranium annually, representing more than 20% of global uranium supply and more than 50% of western world supply."NexGen is the foundational and necessary key to fueling that growth," said Leigh Curyer, Founder and CEO of NexGen Energy. "Our team, our asset, and this moment are aligned in a way that comes along once in a generation. Together with our Nation partners and our many valued stakeholders, we are well prepared and ready to execute the construction phase of the Rook I Project with the same scope, schedule and cost precision that has defined NexGen since incorporation in 2011."NexGen Energy made its Final Investment Decision ahead of the approval, with official construction commencing in summer 2026 and expected to take four years. All procurement, engineering, vendors, and capital are in place, with the company having worked in lockstep with Indigenous communities throughout the multi-year approval process.Denison Mines (NYSE-A: DNN) (TSX: DML) filed its audited 2025 annual results alongside a Final Investment Decision to construct the Phoenix in-situ recovery uranium mine at the Wheeler River property in Saskatchewan's Athabasca Basin, with site preparation and construction commencing in March 2026 and first production targeted by mid-2028. Denison Mines secured US$345 million through a senior convertible notes offering, appointed Wood Plc as construction manager, and advanced engineering to nearly 90% completion."Over the past twelve months, Denison continued to make significant investments in its assets, including its flagship Phoenix project," said David Cates, President and CEO of Denison Mines. "With receipt of all regulatory approvals necessary to start construction, significant advancement of construction planning and procurement efforts, appointment of Wood Plc as construction manager, and a strong balance sheet, we are ready to commence site preparation for and construction of the Phoenix ISR uranium mine later this month."McClean North, operated by joint venture partner Orano Canada, deployed the patented SABRE mining method and produced nearly 650,000 pounds U3O8 in 2025, one of the most productive new uranium mines in North America. Denison Mines also advanced delineation drilling at the Gryphon deposit and expanded its exploration JV portfolio with Skyharbour Resources.CONTACT:
USA NEWS GROUP
info @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed by USANewsGroup.com on behalf of Market IQ Media Group Inc. ("MIQ"). MIQ has been paid a fee for Eagle Nuclear Energy Corp. advertising and digital media from Creative Digital Media Group ("CDMG"). There may be 3rd parties who may have shares of Eagle Nuclear Energy Corp., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ does not own any shares of Eagle Nuclear Energy Corp. but reserve the right to buy and sell, and will buy and sell shares of Eagle Nuclear Energy Corp. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved on behalf of Eagle Nuclear Energy Corp. by CDMG, and the company itself; this is a paid advertisement, we currently do not own shares of Eagle Nuclear Energy Corp. but reserve the right to buy and sell shares of NUCL, and will buy and sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between the any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. Cautionary Note Regarding Forward-Looking Statements: Certain statements included in this document are not historical facts but are forward-looking statements. All statements other than statements of historical facts contained in this document are forward-looking statements. Any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are also forward-looking statements. Forward-looking statements include, without limitation, expected benefits from Eagle's business combination with SVII; the outlook for Eagle's business; the viability of Eagle's mining claims and technologies; as well as any information concerning possible or assumed future results of operations of Eagle. The forward-looking statements are based on the current expectations of the management team of Eagle and are inherently subject to uncertainties and changes in circumstance and their potential effects. There can be no assurance that future developments will be those that have been anticipated. These forward-looking statements involve a number of risks, uncertainties or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to, (i) market risks; (ii) the outcome of any legal proceedings that may be instituted against Eagle related to its business combination; (iii) failure to realize the anticipated benefits of the business combination; (iv) the inability to maintain the listing of the Company's securities on Nasdaq Capital Market or a comparable exchange; (v) the risk that the price of Eagle's securities may be volatile due to a variety of factors, including changes in laws, regulations, technologies, natural disasters or health epidemics/pandemics, national security tensions, and macro-economic and social environments affecting its business; and (vi) fluctuations in spot and forward markets for lithium and uranium and certain other commodities (such as natural gas, fuel oil and electricity). The foregoing list is not exhaustive, and there may be additional risks that Eagle does not presently know or that Eagle currently believes are immaterial. You should carefully consider the foregoing factors, any other factors discussed in this document and the other risks and uncertainties described in filings made with the SEC by Eagle from time to time, which are or will be accessible at www.sec.gov. Eagle cautions you against placing undue reliance on forward-looking statements, which reflect current beliefs and are based on information currently available as of the date a forward-looking statement is made. Forward-looking statements set forth in this document speak only as of the date of this document.SOURCES:https://www.iea.org/reports/global-energy-review-2026/technology-nuclearhttps://www.iaea.org/newscenter/news/global-leaders-affirm-central-role-for-nuclear-at-2026-nuclear-energy-summithttps://world-nuclear.org/net-zero-nuclear/news/four-more-countries-join-global-commitment-to-triple-nuclear-energy-at-paris-summithttps://www.iea.org/reports/global-energy-review-2026/key-findingsLogo: https://mma.prnewswire.com/media/2838876/5656770/USA_News_Group_Logo.jpg 



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Original: The Uranium Shortage: 78 Gigawatts Under Construction and Not Enough Fuel

America's Largest Conventional Uranium Deposit Just Broke Ground on a Production RoadmapApril 15, 2026 9:44 AM
PR Newswire (Canada)

Issued on behalf of Eagle Nuclear Energy Corp.As Spot Uranium Touched $101/lb and SMR Buildouts Accelerate, One Newly-Listed Nasdaq Developer Is Quietly Becoming a Domestic Supply-Chain AnchorUSANewsGroup.com News CommentaryNEW YORK, April 15, 2026 /CNW/ -- The most consequential shift in the U.S. nuclear story over the past 18 months hasn't been a single executive order, a single SMR contract, or a single utility's reactor restart. It's been the convergence of all of them.







Uranium spot prices punched through $100/lb for the first time since 2007 in late January, hitting $101.41/lb on January 29, 2026 before a geopolitical pullback brought them back to the mid-$80s. But the more telling number is the long-term contract price — which has now climbed to $93/lb, the highest level since 2008. Cameco's president and COO Grant Isaac, speaking at the Prospectors & Developers Association of Canada convention in March, made the point that matters: utilities' "uncovered requirements" — future uranium demand not yet under contract — have reached record levels."The forward demand that has yet to come to the market has never been bigger," Isaac said.That's the demand side. On the supply side, the U.S. produces a fraction of the uranium it consumes, and most of the global enrichment capacity sits in countries Washington no longer wants to depend on. The Department of Energy has responded with $2.7 billion in fresh contracts to Centrus and other domestic enrichers to offset Russian supply. The Trump administration has cut regulatory friction on uranium converters and approved deals for new reactor builds. And the Sprott Physical Uranium Trust — after a six-month lull — has bought more than 5 million pounds of uranium year-to-date, briefly pushing spot prices back to $100.Add the AI-data-center electricity buildout and reactor life extensions out to 60 years on top of all of that, and the structural picture becomes hard to argue with. Even partial follow-through on AI-era power demand would expand the uranium consumption curve by an order of magnitude.Which brings us to the developer end of the supply chain — and to one company that just confirmed a 47-hole drill program at what it describes as the largest conventional, measured and indicated uranium deposit in the United States.A Newly-Listed Nasdaq Developer Sitting on the Largest Conventional Deposit in the U.S.Today, Eagle Nuclear Energy Corp. (NASDAQ: NUCL) released its first quarter 2026 corporate update, providing the clearest view yet of how its flagship Aurora Project in southeastern Oregon is being walked through the development pipeline.The headline: a 47 diamond drill hole program totaling 27,000 feet of drilling will commence in July 2026, designed to advance Aurora toward a Pre-Feasibility Study targeted for the second half of 2027.The company has now formally filed permit applications with both the federal Bureau of Land Management and Oregon's Department of Geology and Mineral Industries (DOGAMI). It has engaged Harris Exploration Drilling & Associates Inc. to provide the drill rigs. And it has retained SLR International Corporation to lead the broader permitting effort. Behind the scenes, BBA USA Inc. delivered the technical Gap Analysis study that designed the drill program — optimizing hole count, location, and orientation to fill the data gaps Aurora needs to clear before the PFS lands.CEO Mark Mukhija framed it cleanly in the announcement: "During the first quarter, Eagle made significant progress as we completed our business combination with Spring Valley Acquisition Corp. II, commenced trading on the Nasdaq, and simultaneously achieved a number of key operational milestones to advance our flagship Aurora Uranium Project site."Mukhija continued: "Alongside our drill program announcement, we have moved swiftly to secure drill rigs with a premier contractor in the mining industry and file permit applications that are essential to beginning the program. Aurora anchors Eagle's long-term strategy to develop an integrated nuclear energy platform combining domestic uranium resources with advanced SMR, and these steps move us closer to this goal."That last sentence — about combining uranium resources with advanced SMR — is the part most uranium investors haven't fully priced in yet.The Resource: 32.75 Million Pounds Indicated, Plus an Adjacent Expansion AssetEagle's Aurora deposit hosts 32.75 million pounds Indicated and 4.98 million pounds Inferred U3O8 (SK-1300 Technical Report Summary), located near-surface in southeastern Oregon. The adjacent Cordex deposit offers significant potential to expand that overall resource inventory.For context: at recent long-term contract pricing of approximately $93/lb, the Indicated category alone represents in-ground value measured in the billions, before any drill-driven resource expansion or upgrade to higher confidence categories.The drill program itself is intentionally surgical. BBA optimized the 47-hole, 27,000-foot footprint to address the specific data gaps standing between Aurora and a PFS-grade resource model. The objective isn't a sprawling scout campaign — it's a focused, PFS-targeted exercise scheduled to begin in July, with a financial position to match: Eagle reported $31.3 million in cash and zero debt as of February 28, 2026.Why the SMR Angle MattersMost uranium developers sell pounds. Eagle is positioning to sell a platform.The company's stated long-term strategy is to combine domestic uranium production with exclusive Small Modular Reactor (SMR) technology — building toward an integrated nuclear platform rather than a pure mining play. That matters because the SMR market itself is undergoing one of the most aggressive capital-formation cycles in the broader energy transition. Companies like Oklo (NYSE: OKLO) and NuScale Power (NYSE: SMR) have seen valuations rerate sharply on the basis of forward design contracts and government partnerships, even before commercial-scale deployment.A vertically integrated player that owns both the fuel resource and the reactor technology occupies a structurally different position in the value chain — and one that aligns with both the U.S. supply-chain security agenda and the AI-data-center power demand curve.In March 2026, Eagle joined the Uranium Producers of America, a trade body whose membership reflects the company's stated commitment to strengthening the domestic uranium supply. The signaling is consistent with the company's broader posture: this is a company building for an environment where domestic origin and supply-chain integration carry meaningful pricing power.Recent Operational MilestonesThe Q1 2026 update outlined a tight cadence of execution:In January 2026, Eagle announced its engagement with BBA USA Inc. to develop the Gap Analysis study designed to address data gaps at Aurora and advance the project toward a PFS.In February 2026, the company completed its business combination with Spring Valley Acquisition Corp. II, with the combined company commencing trading on the Nasdaq under "NUCL" on February 25, 2026.In March 2026, Eagle selected SLR International Corporation to lead permitting and joined the Uranium Producers of America.In April 2026, the company announced the drill program, retained Harris Exploration Drilling & Associates, and formally filed its permit applications with BLM and DOGAMI.That's four major operational milestones in four months — from a company that's been publicly listed under its current ticker for less than 60 days.How the Comp Set Lines UpEagle's positioning becomes clearer when set against the broader U.S. uranium and nuclear peer group.Energy Fuels Inc. (NYSE American: UUUU) is one of the most established U.S. uranium producers and mill operators, owning the only conventional uranium mill currently licensed and operating in the United States — the White Mesa Mill in Utah. Energy Fuels has historically been one of the largest U.S. producers and benefits from the same domestic supply-chain policy tailwinds Eagle is positioned to capture, with the added optionality of a rare earths processing line. For investors comparing Aurora's resource scale against an actively producing U.S. peer, UUUU is the closest reference point.Denison Mines Corp. (NYSE American: DNN) is a Canadian uranium developer focused on its Wheeler River project (Phoenix and Gryphon deposits) — one of the largest undeveloped uranium projects in the Athabasca Basin. Denison also holds a 22.5% stake in the McClean Lake joint venture, which includes a major mill currently processing ore from Cigar Lake under a toll milling agreement. The story is high-grade Canadian development versus Eagle's U.S. conventional, near-surface scale — different geology, different jurisdiction, but a useful contrast for investors thinking about what an undeveloped uranium asset can become.Oklo Inc. (NYSE: OKLO) is the SMR comparable that has captured the most market attention. The company's Aurora reactor design — somewhat ironically sharing a name with Eagle's flagship deposit — is built to run on spent nuclear fuel and has become a benchmark name for investors trying to play the SMR thesis directly. Oklo's stock chart over the past 18 months underscores how aggressively the market is willing to reward credible SMR exposure. For Eagle, OKLO represents the technology end of the value chain that NUCL's strategy is built to integrate with.NuScale Power Corporation (NYSE: SMR) is the longer-tenured U.S. SMR designer, with the most advanced regulatory positioning of any domestic SMR pure-play. NuScale's progress through the U.S. Nuclear Regulatory Commission process and its ongoing development partnerships make it the reference name for what a permitted, deployable SMR pathway looks like in the United States. For investors trying to model what an integrated uranium-plus-SMR platform might ultimately resemble, NuScale provides the most concrete real-world analog of the reactor-side execution Eagle's strategy depends on.The pattern across the comp set is consistent: uranium producers like Energy Fuels and Denison sit on one side of the value chain, SMR designers like Oklo and NuScale sit on the other, and very few companies are credibly building toward both. Eagle is one of the few — with a near-surface resource of meaningful scale, fresh capital, and a permit-stage drill program scheduled to break ground in 90 days.The SetupThe uranium price has declared itself. The long-term contract market is signaling utility scarcity at $93/lb — the highest level since 2008. The Trump administration is actively rewriting domestic supply-chain economics. The AI buildout is rewriting the demand curve. And the SMR market is approaching the point where deployable reactor designs meet utility-scale orderbooks.Eagle Nuclear Energy is running into that environment with the largest conventional, measured and indicated uranium deposit in the U.S., a 47-hole drill program scheduled for July 2026, $31.3 million in the bank, and an integrated uranium-plus-SMR strategy that very few of its peers are even attempting.The drills go in the ground in July. The PFS is targeted for the second half of 2027. The execution clock is running.CONTINUED… Read the full press release for Eagle Nuclear Energy's First Quarter 2026 Corporate Update by clicking here.For the latest updates, visit www.eaglenuclear.com and follow Eagle Nuclear Energy on the Nasdaq under the symbol NUCL.Article Source:https://www.eaglenuclear.comCONTACT:USA News Group(604) 265-2873editor@usanewsgroup.comDISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USANewsGroup.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for Eagle Nuclear Energy Corp. advertising and digital media from Casteele Direct Media Group ("CDMG"). There may be 3rd parties who may have shares of Eagle Nuclear Energy Corp., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this article as the basis for any investment decision. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in this article is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.This article was distributed by USA News Group on behalf of MIQ. MIQ has been paid a fee for Eagle Nuclear Energy Corp. advertising and digital media from CDMG. The above article is sponsored content. USANewsGroup.com, including its owners, directors, employees and affiliates ("USA"), and Market IQ Media Group, Inc. ("MIQ"), including its owners, directors, employees and affiliates, has been compensated by CDMG to provide investor awareness services for Eagle Nuclear Energy Corp. USA/MIQ does not own any shares of Eagle Nuclear Energy Corp. but reserves the right to buy or sell shares of the company in the open market at any time and without notice. Emails and online communication from USA/MIQ are intended to provide thought-provoking ideas to a self-directed investor audience, are not personalized investment advice, and should be considered advertisements as part of paid promotional services. Information on companies covered in our communications is widely available from third-party public sources, and we strongly encourage all readers to review such public information (including SEC and other regulatory filings) before investing. Investing in securities is highly speculative and may result in the loss of some or all of the capital invested. Past performance is not indicative of future results.Cautionary Note Regarding Forward-Looking StatementsThis release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E the Securities Exchange Act of 1934, as amended and such forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. "Forward-looking statements" describe future expectations, plans, results, or strategies and are generally preceded by words such as "may", "future", "plan" or "planned", "will" or "should", "expected," "anticipates", "draft", "eventually" or "projected". You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that the business combination with Spring Valley Acquisition Corp. II will not produce its anticipated benefits; that Eagle Nuclear Energy may be unable to maintain its Nasdaq listing; that actual results may differ materially from those expressed or implied in any forward-looking statement made in this release; that legal proceedings, regulatory developments, market volatility, and commodity price fluctuations (including for uranium) may adversely affect Eagle Nuclear Energy's business and the price of its securities; that the Company may be unable to obtain or renew permits required for the operation, exploration, and development of the Aurora Project on its targeted timeline or at all; risks associated with the speculative nature of mineral exploration and development; and the inability to determine, with certainty, production and cost estimates. Investors are encouraged to review Eagle Nuclear Energy's filings with the U.S. Securities and Exchange Commission, including its registration statement on Form S-4 initially filed by the Company on September 30, 2025, and the definitive proxy statement / prospectus contained therein, and any subsequent filings, available at www.sec.gov, for additional information regarding the risks and uncertainties facing the Company.The Private Securities Litigation Reform Act of 1995 provides investors a safe harbor in regard to forward-looking statements. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, goals, assumptions or future events or performance are not statements of historical fact may be forward looking statements. Forward looking statements are based on expectations, estimates, and projections at the time the statements are made that involve a number of risks and uncertainties which could cause actual results or events to differ materially from those presently anticipated. Forward looking statements in this action may be identified through use of words such as projects, foresee, expects, will, anticipates, estimates, believes, understands, or that by statements indicating certain actions & quote; may, could, or might occur. Understand there is no guarantee past performance will be indicative of future results.Logo - https://mma.prnewswire.com/media/2838876/5918004/USA_News_Group_Logo.jpg



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Original: America's Largest Conventional Uranium Deposit Just Broke Ground on a Production Roadmap

Major Institutions are Positioning the $30B Supply Shift for Strategic Growth Potential - Equity Insider.com News CommentaryMarch 30, 2026 5:16 PM
PR Newswire (US)

Issued on behalf of Eagle Nuclear Energy Corp.VANCOUVER, BC, March 30, 2026 /PRNewswire/ -- Global energy needs are shifting. More than 75 nuclear reactors are currently under construction worldwide, and over 120 additional units are in advanced planning stages as baseload capacity expands across 15 countries[1]. The United States is actively working to anchor this buildout domestically. In February, the State Department brought together 54 nations at the 2026 Critical Minerals Ministerial, confirming a pivotal $30 billion in federal support to build highly secure supply chains over the last six months[2]. Right now, five scalable companies operating across uranium permitting, lithium offtake, high-grade silver discovery, copper resource expansion, and domestic tungsten development are positioning themselves to try to capture this structural realignment: Eagle Nuclear Energy Corp. (NASDAQ: NUCL), Lithium Ionic (TSXV: LTH) (OTCQB: LTHCF), Brixton Metals (TSXV: BBB) (OTCQX: BBBXF), Koryx Copper (TSXV: KRY) (OTCQB: KRYXF), and American Tungsten (CSE: TUNG) (OTCQB: TUNGF).







Major institutions are quietly positioning for strategic growth potential as global authorities validate this transition. The International Energy Agency's Electricity 2026 report projects nuclear generation rising steadily through 2030, estimating that renewables and nuclear will combine to generate roughly half of all global electricity by the end of the decade[3]. Yet, one of the value drivers separating advanced projects from stalled operations comes down to a single bottleneck: permitting certainty. In an era defined by a looming supply crunch, locking down early regulatory approval can be a contributor to long-term stability and sustainable market value.Eagle Nuclear Energy (NASDAQ: NUCL) recently announced the appointment of SLR International Corporation as lead permitting manager for the Aurora Uranium Project, the company's flagship asset located along the Oregon-Nevada border.For a company that just listed on the NASDAQ in February 2026, this is a calculated early move. Permitting is where uranium projects go to die slowly. Getting the right firm locked in before the regulatory clock starts ticking can mean the difference between a project that advances and one that stalls for years.SLR is not a generic hire. The firm's designated team has direct working relationships with the Bureau of Land Management and the Oregon Department of Geology and Mineral Industries, the two agencies that will ultimately decide Aurora's fate. That same team already guided Paramount Gold's Grassy Mountain project and Jindalee Lithium's McDermitt project through permitting in Malheur County, Oregon, the exact county where Aurora sits. When a firm already knows the regulators by name, the learning curve is reduced.There is also a potential shortcut in play. SLR helped get Jindalee's McDermitt project fast-tracked under the U.S. federal government's FAST-41 program, which is designed to compress environmental review timelines for major infrastructure projects. Eagle's management is now working with SLR to try to get Aurora onto that same list."SLR's permitting expertise, their proven track-record around the world, and their relevant experience in our neighbourhood, makes them a natural partner for Eagle as we plan to take Aurora toward the next stage of development," said Vishal Gupta, VP of Operations of Eagle. "The SLR team has been involved in extensive engagement with regulators at the county, state and federal levels, which has direct relevance to expediting the permitting process for Aurora."SLR will manage all permitting work for Aurora, covering environmental baseline studies, drill program support, metallurgical studies, and hydrogeological analysis. The target is a Pre-Feasibility Study by late 2027.Eagle is building toward a vertically integrated nuclear energy model, pairing the Aurora deposit, which holds 32.75 million pounds of indicated uranium and 4.98 million pounds of inferred uranium, with proprietary Small Modular Reactor technology. The company's recent membership in the Uranium Producers of America reinforces its positioning as a domestic uranium supply option at a time when U.S. reactors source more than 95% of their fuel from foreign suppliers.Other industry developments and happenings in the market include:Lithium Ionic (TSXV: LTH) (OTCQB: LTHCF) has secured binding offtake agreements with Yahua Group and Grand Chen for 170,000 tonnes per annum of spodumene concentrate from its Bandeira Lithium Project in Minas Gerais, Brazil. The five-year take-or-pay contracts include a US$1,000 per tonne floor price with no discount to spot and a combined US$20 million pre-payment facility to support construction financing."We are very pleased to be partnering with Yahua Group and Grand Chen — two highly capable and globally established participants in the lithium supply chain, and Tier-1 suppliers to leading battery and electric vehicle manufacturers," said CEO Blake Hylands of Lithium Ionic. "Their commitment to the Bandeira Project is a strong endorsement of both the quality of our asset and our ability to deliver high-quality spodumene concentrate into global markets."The offtake counterparties supply tier-one customers including BYD, Tesla, CATL, and LG Energy Solution, providing strong third-party validation of Bandeira's commercial positioning. Lithium Ionic is advancing project financing toward a construction decision, with the agreements materially enhancing bankability across a rapidly growing global lithium supply chain.Brixton Metals (TSXV: BBB) (OTCQX: BBBXF) has reported record-grade silver intercepts from its 2026 drill campaign at the wholly owned Langis Silver Project in Cobalt, Ontario, highlighted by hole LM-26-290 returning 82,334 g/t silver over 0.5 metres within a broader 11.35 metre interval grading 4,560 g/t silver. The result, representing the company's highest-grade single sample on record, was captured within two veins of massive native silver associated with cobalt and nickel-bearing minerals."These results are extraordinary and are among the most significant silver drilled intercepts known to the Company globally," said Chairman and CEO Gary R. Thompson of Brixton Metals. "Hole LM-26-290 has delivered an exceptional result, highlighted by 82,334 g/t silver from a 0.50m core length sample containing abundant native-silver. This represents the highest-grade single sample ever reported by the Company and, to our knowledge, one of the highest silver grades ever reported globally."Drilling is ongoing in the Langis Shaft 6 area, targeting expansion and infill of established high-grade silver zones across a 2026 program that has completed 8,282 metres across 43 holes to date. Brixton Metals continues to demonstrate Langis as a high-grade primary silver project with significant discovery potential remaining.Koryx Copper (TSXV: KRY) (OTCQB: KRYXF) has released an updated mineral resource estimate for its wholly owned Haib Copper Project in southern Namibia, now totalling 2,090,000 tonnes of contained copper in the Indicated category and 1,385,000 tonnes Inferred, with a copper equivalent grade increase of 18% in the high-grade Indicated zone to 0.40% CuEq. The updated estimate incorporates molybdenum and gold as by-products for the first time, while the project's stripping ratio improved substantially from 1.74x to 0.92x."We are very pleased with the large improvement and refinement of the Haib MRE, particularly the grade increase of the high grade portion to 0.40% CuEq coupled with the conversion of a large volume of material previously modelled as waste into lower grade mineralised material, thereby increasing the total copper inventory from 2.6Mt to 3.5Mt," said President and CEO Heye Daun of Koryx Copper. "The life-of-mine of the Haib project is expected to grow very significantly from its current 24 years to likely more than 35 years."With 14 drill rigs advancing a 55,000 metre program expected to complete by mid-2026, Koryx Copper is targeting a further MRE update ahead of a Preliminary Feasibility Study planned for the fourth quarter of 2026.American Tungsten (CSE: TUNG) (OTCQB: TUNGF) has reported initial drill results from its second D-Level station at the IMA Mine in Lemhi County, Idaho, with significant tungsten-silver intercepts in all holes confirming continuity of the polymetallic vein system along strike and up-dip from historical workings. Highlights include 28.3 feet grading 0.39% WO3 and 1.08 oz/t silver in hole AT26-08, and 10 feet grading 0.80% WO3 and 1.91 oz/t silver in hole AT26-10."The results from the second drill station on the D-Level further reinforce the continuity and scale of the tungsten-silver vein system at the IMA Mine," said CEO Ali Haji of American Tungsten Corp. "The consistent mineralization widths encountered across all drillholes support our understanding of the vein geometry and its extension up-dip and along strike from historical workings. These results provide continued confidence as we systematically advance drilling to define a modern, mineable resource."American Tungsten has now completed 15 drillholes on the D-Level and 8 on the Zero Level, totalling approximately 7,800 feet, with excavation of a third drill station currently underway. Planning for the Zero Level includes up to 20 additional holes totalling approximately 10,000 feet from three locations.CONTACT:EQUITY INSIDERinfo @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed by Equity-Insider.com on behalf of Market IQ Media Group Inc. ("MIQ"). MIQ has been paid a fee for Eagle Nuclear Energy Corp. advertising and digital media from Creative Digital Media Group ("CDMG"). There may be 3rd parties who may have shares of Eagle Nuclear Energy Corp., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ does not own any shares of Eagle Nuclear Energy Corp. but reserve the right to buy and sell, and will buy and sell shares of Eagle Nuclear Energy Corp. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved on behalf of Eagle Nuclear Energy Corp. by CDMG, and the company itself; this is a paid advertisement, we currently do not own shares of Eagle Nuclear Energy Corp. but reserve the right to buy and sell shares of NUCL, and will buy and sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between the any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. Cautionary Note Regarding Forward-Looking Statements: Certain statements included in this document are not historical facts but are forward-looking statements. All statements other than statements of historical facts contained in this document are forward-looking statements. Any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are also forward-looking statements. Forward-looking statements include, without limitation, expected benefits from Eagle's business combination with SVII; the outlook for Eagle's business; the viability of Eagle's mining claims and technologies; as well as any information concerning possible or assumed future results of operations of Eagle. The forward-looking statements are based on the current expectations of the management team of Eagle and are inherently subject to uncertainties and changes in circumstance and their potential effects. There can be no assurance that future developments will be those that have been anticipated. These forward-looking statements involve a number of risks, uncertainties or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to, (i) market risks; (ii) the outcome of any legal proceedings that may be instituted against Eagle related to its business combination; (iii) failure to realize the anticipated benefits of the business combination; (iv) the inability to maintain the listing of the Company's securities on Nasdaq Capital Market or a comparable exchange; (v) the risk that the price of Eagle's securities may be volatile due to a variety of factors, including changes in laws, regulations, technologies, natural disasters or health epidemics/pandemics, national security tensions, and macro-economic and social environments affecting its business; and (vi) fluctuations in spot and forward markets for lithium and uranium and certain other commodities (such as natural gas, fuel oil and electricity). The foregoing list is not exhaustive, and there may be additional risks that Eagle does not presently know or that Eagle currently believes are immaterial. You should carefully consider the foregoing factors, any other factors discussed in this document and the other risks and uncertainties described in filings made with the SEC by Eagle from time to time, which are or will be accessible at www.sec.gov. Eagle cautions you against placing undue reliance on forward-looking statements, which reflect current beliefs and are based on information currently available as of the date a forward-looking statement is made. Forward-looking statements set forth in this document speak only as of the date of this document.SOURCES:https://world-nuclear.org/information-library/current-and-future-generation/plans-for-new-reactors-worldwidehttps://www.state.gov/releases/office-of-the-spokesperson/2026/02/2026-critical-minerals-ministerialhttps://www.iea.org/reports/electricity-2026/executive-summary



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Original: Major Institutions are Positioning the $30B Supply Shift for Strategic Growth Potential - Equity Insider.com News Commentary

Significant U.S. Uranium Deposit Advances with Permitting Team NUCL, CCJ, UEC, SMR, and NXE as Uranium Demand Meets Domestic Supply UrgencyMarch 18, 2026 10:15 AM
PR Newswire (US)

Issued on behalf of Eagle Nuclear Energy Corp.Companies mentioned in this article: Eagle Nuclear Energy Corp. (NASDAQ: NUCL), Cameco Corp. (NYSE: CCJ), Uranium Energy Corp. (NYSE: UEC), NuScale Power (NYSE: SMR), NexGen Energy (NYSE: NXE)Key Takeaways:Eagle Nuclear Energy Corp. (NASDAQ: NUCL) has engaged SLR International Corporation as lead permitting manager for its Aurora Uranium Project, the largest conventional, measured and indicated uranium deposit in the United States with 32.75 million pounds indicated and 4.98 million pounds inferred.SLR's designated team has an excellent permitting track record with the Bureau of Land Management and Oregon DOGAMI in the same county as Aurora, including fast-tracking Jindalee Lithium's McDermitt project under the federal FAST-41 initiative[1].Uranium was added to the U.S. Geological Survey's 2025 Critical Minerals List, and approximately 65 reactors are under construction worldwide as global electricity demand drives a nuclear renaissance[2].Cameco recently entered an $80 billion strategic partnership with the U.S. Government to accelerate deployment of Westinghouse nuclear reactor technologies and reinvigorate domestic supply chains[3].Eagle Nuclear Energy (NASDAQ: NUCL) is developing an integrated nuclear platform combining domestic uranium resources with exclusive Small Modular Reactor (SMR) technology, positioning it to own both the fuel supply and the deployment pathway for next-generation nuclear power.NEW YORK, March 18, 2026 /PRNewswire/ -- Equity-Insider.com News Commentary — The United States produces almost none of the uranium it consumes. That's not a forecast — it's the reality that uranium was added to the U.S. Geological Survey's Critical Minerals List in 2025, that the White House launched Project Vault with $12 billion in strategic minerals stockpile financing, and that approximately 65 new reactors are under construction worldwide as governments bet on nuclear power to meet surging electricity demand[2]. Spot uranium is approaching $92 per pound as tightening primary supply converges with accelerating reactor demand, AI-driven power infrastructure buildouts, and a bipartisan political consensus that domestic nuclear fuel supply chains are a national security imperative[4].







Against that backdrop, the companies that own the actual uranium in the ground — particularly in the United States — are becoming strategic assets in a way they haven't been in decades. The question is no longer whether America needs more domestic uranium, it's who can get uranium permitted, developed, and delivered. Eagle Nuclear Energy Corp. (NASDAQ: NUCL) just took a major step toward answering that question.Eagle Nuclear Energy Corp. (NASDAQ: NUCL) — SLR Consulting Engaged to Lead Aurora PermittingEagle Nuclear Energy Corp. (NASDAQ: NUCL) announced today that it has engaged global mining advisory firm SLR International Corporation as the lead permitting manager for the Aurora Uranium Project, the company's flagship asset located along the Oregon–Nevada border. Aurora owns the largest conventional, measured and indicated uranium deposit in the United States, with 32.75 million pounds indicated and 4.98 million pounds inferred under the SK-1300 technical standard. To put that in perspective, Aurora's nearly 38 million pounds of uranium places it among the larger undeveloped projects in America—at a time when the U.S. imports roughly 95% of the uranium it consumes.SLR Consulting is not an ordinary hire. The firm is world-renowned for providing technical, engineering, and environmental services to resource projects globally, and the team assigned to Eagle has specific, relevant experience with the Bureau of Land Management and Oregon's Department of Geology and Mineral Industries in Malheur County — the same county where Aurora sits. That experience includes permitting success at Paramount Gold's Grassy Mountain project and Jindalee Lithium's McDermitt project, the latter of which SLR helped fast-track under the U.S. federal government's FAST-41 initiative. Eagle's management is now collaborating with SLR to potentially get Aurora on the FAST-41 list as well."SLR's permitting expertise, their proven track-record around the world, and their relevant experience in our neighbourhood, makes them a natural partner for Eagle as we plan to take Aurora toward the next stage of development," said Vishal Gupta, Eagle's VP of Operations. "The SLR team has been involved in extensive engagement with regulators at the county, state and federal levels, which has direct relevance to expediting the permitting process for Aurora."Following this engagement, SLR will serve as Aurora's program manager for all environmental permitting tasks, including baseline studies, exploration permitting support, drill programs, metallurgical studies, and hydrogeological work. SLR's involvement is designed to help progress Aurora toward a Pre-Feasibility Study estimated to be completed in late 2027. But the permitting milestone is only part of the story. Eagle isn't building a conventional uranium mining company. The company is developing an integrated nuclear energy platform that combines domestic uranium resources with exclusive Small Modular Reactor technology — meaning it aims to own both the fuel and the means to deploy it. In a sector where Cameco commands a multi-billion dollar valuation and NexGen raised C$800 million for a single project, Eagle is advancing the largest conventional, measured and indicated U.S. uranium deposit at a fraction of those valuations, with a NASDAQ listing and a strategy that spans the nuclear fuel cycle.For more information on Eagle Nuclear Energy Corp. (NASDAQ: NUCL) and the Aurora Uranium Project, visit www.eaglenuclear.comIn other industry developments and happenings in the market include:Cameco Corp. (NYSE: CCJ) — $80 Billion U.S. Government Nuclear PartnershipCameco Corp. (NYSE: CCJ), one of the world's largest uranium producers with licensed capacity to produce more than 30 million pounds annually, recently entered into a strategic partnership with the U.S. Government alongside Brookfield to accelerate deployment of Westinghouse nuclear reactor technologies. The aggregate government investment of at least $80 billion is designed to create significant growth opportunities for both Westinghouse and Cameco while reinvigorating domestic nuclear supply chains. Cameco is extending the life of its Cigar Lake mine to 2036 and ramping production at McArthur River/Key Lake toward its licensed annual capacity of 25 million pounds. Analyst estimates project Cameco's fiscal 2026 earnings growth at 55%.Uranium Energy Corp. (NYSE: UEC) — From Developer to Producer With ISR RestartUranium Energy Corp. (NYSE: UEC) marked a turning point in fiscal 2025 by transitioning from developer to active producer with the successful restart of the Christensen Ranch in-situ recovery mine in Wyoming's Powder River Basin. ISR mining offers lower capital costs, faster timelines, and reduced environmental impact compared to conventional methods. Production ramp-ups are expected to continue through 2026 alongside the anticipated startup of the Burke Hollow project. UEC also acquired Rio Tinto's Sweetwater mill and Wyoming uranium assets, expanding its licensed capacity to 12.1 million pounds annually and positioning it as the largest U.S. uranium company by potential production.NuScale Power (NYSE: SMR) — AI-Enabled Reactor Design and TVA PartnershipNuScale Power (NYSE: SMR) announced a partnership with Oak Ridge National Laboratory to utilize an AI-enabled nuclear design framework to optimize fuel management across multiple reactors. NuScale's exclusive global partner ENTRA1 Energy and the Tennessee Valley Authority continue to advance what is positioned as the largest nuclear power deployment in a generation. NuScale's small modular reactor design received NRC Design Certification in 2023, making it the first SMR to achieve this milestone in the United States. The Trump administration's plans to loosen regulations for new nuclear plants and boost SMR production have provided additional potential tailwinds for the company.NexGen Energy (NYSE: NXE) — Rook I Hearings and Path to World's Lowest-Cost UraniumNexGen Energy (NYSE: NXE) commenced its Part 2 Commission Hearing with Canada's Nuclear Safety Commission in February 2026, representing the final step in the federal regulatory process prior to an approval decision for its Rook I project in Saskatchewan's Athabasca Basin. Rook I is designed to produce approximately 30 million pounds of uranium annually at an estimated cash cost of under $10 per pound, giving it some of the lowest projected production costs in the global uranium industry. NexGen recently raised C$800 million to fund construction.Eagle Nuclear Energy Corp. (NASDAQ: NUCL) trades on NASDAQ and is advancing the Aurora Uranium Project — the largest conventional, measured and indicated uranium deposit in the United States — toward a Pre-Feasibility Study targeted for late 2027, with SLR International Corporation leading the permitting effort and an integrated nuclear platform strategy combining domestic uranium resources with SMR technology.In a sector where Cameco commands a multi-billion-dollar market capitalization and governments are deploying tens of billions to secure domestic nuclear fuel supply, Eagle Nuclear Energy is the company seeking to advance America's largest conventional, measured and indicated uranium deposit from resource to potential development — with a world-class permitting partner now in place and a strategy that spans the full nuclear value chain. For investors tracking the uranium renaissance, NUCL may be the name that hasn't yet caught up to its own story.Learn more about Eagle Nuclear Energy Corp. (NASDAQ: NUCL) and the Aurora Uranium Project at www.eaglenuclear.comInvestor Contact: Investors@eaglenuclear.comSOURCE: www.eaglenuclear.comCONTACT:EQUITY INSIDERinfo @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed by Equity-Insider.com on behalf of Market IQ Media Group Inc. ("MIQ"). MIQ has been paid a fee for Eagle Nuclear Energy Corp. advertising and digital media from Creative Digital Media Group ("CDMG"). There may be 3rd parties who may have shares of Eagle Nuclear Energy Corp., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ/BAY does not own any shares of Eagle Nuclear Energy Corp. but reserve the right to buy and sell, and will buy and sell shares of Eagle Nuclear Energy Corp. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved on behalf of Eagle Nuclear Energy Corp. by CDMG; this is a paid advertisement, we currently own shares of Eagle Nuclear Energy Corp. and will buy and sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between the any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Cautionary Note Regarding Forward-Looking StatementsCertain statements included in this document are not historical facts but are forward-looking statements. All statements other than statements of historical facts contained in this document are forward-looking statements. Any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are also forward-looking statements. Forward-looking statements include, without limitation, expected benefits from Eagle's business combination with SVII; the outlook for Eagle's business; the viability of Eagle's mining claims and technologies; as well as any information concerning possible or assumed future results of operations of Eagle. The forward-looking statements are based on the current expectations of the management team of Eagle and are inherently subject to uncertainties and changes in circumstance and their potential effects. There can be no assurance that future developments will be those that have been anticipated. These forward-looking statements involve a number of risks, uncertainties or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to, (i) market risks; (ii) the outcome of any legal proceedings that may be instituted against Eagle related to its business combination; (iii) failure to realize the anticipated benefits of the business combination; (iv) the inability to maintain the listing of the Company's securities on Nasdaq Capital Market or a comparable exchange; (v) the risk that the price of the Eagle's securities may be volatile due to a variety of factors, including changes in laws, regulations, technologies, natural disasters or health epidemics/pandemics, national security tensions, and macro- economic and social environments affecting its business; and (vi) fluctuations in spot and forward markets for lithium and uranium and certain other commodities (such as natural gas, fuel oil and electricity). The foregoing list is not exhaustive, and there may be additional risks that Eagle does not presently know or that Eagle currently believes are immaterial. You should carefully consider the foregoing factors, any other factors discussed in this document and the other risks and uncertainties described in filings made with the SEC by Eagle from time to time, which are or will be accessible at www.sec.gov. Eagle cautions you against placing undue reliance on forward-looking statements, which reflect current beliefs and are based on information currently available as of the date a forward-looking statement is made. Forward-looking statements set forth in this document speak only as of the date of this document.SOURCES:SLR International Corporation, Permitting Track Record — Referenced in Eagle Nuclear Energy Corp. press release, March 18, 2026World Nuclear Industry Status Report, December 2025; U.S. Geological Survey 2025 Critical Minerals List — https://www.usgs.gov/news/national-news-release/us-geological-survey-releases-2025-list-critical-mineralsCameco Corp. / Brookfield / U.S. Government Strategic Partnership for Westinghouse Nuclear Reactor Deployment — https://www.cameco.com/media/news/2026CarbonCredits.com, Uranium Prices 2026 — https://carboncredits.com/uranium-prices-2026-supply-crunch-and-rising-demand-fuel-a-nuclear-bull-market/Logo - https://mma.prnewswire.com/media/2840019/5869781/Equity_Insider_Logo.jpg



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Original: Significant U.S. Uranium Deposit Advances with Permitting Team NUCL, CCJ, UEC, SMR, and NXE as Uranium Demand Meets Domestic Supply Urgency

$NUCL: Got a good looking BullFlag setup at $6

Watching it here.

They just rang the NYSE bell


GO $NUCL