The Energy Report - Exclusive Articles Full Text

The Energy Report - Exclusive Articles Full Text https://www.theenergyreport.com/ Featuring investment coverage of fossil, renewable and alternative energies. Copyright 2011, Streetwise, Inc. Labrador Uranium Explorer Amends Sylvia Lake Option Terms https://www.streetwisereports.com/article/2026/09/18/labrador-uranium-explorer-amends-sylvia-lake-option-terms.html Source: <a href="https://www.streetwisereports.com/article/2026/09/18/labrador-uranium-explorer-amends-sylvia-lake-option-terms.html?utm_medium=feed">Streetwise Reports 09/18/2026</a> Azincourt Energy revises Sylvia Lake uranium option in Labrador to CA$674,000 total cash plus shares and work commitments, preserving its path to 100% ownership as nuclear demand grows. Junior uranium explorer <a href="https://www.streetwisereports.com/pub/co/6171?utm_medium=feed" target="_blank" rel="noopener">Azincourt Energy Corp. (AAZ:TSX.V; AZURF:OTCQB; A0U0:FSE)</a> has amended the terms of its option to acquire a 100% interest in the Sylvia Lake uranium project in Labrador's Central Mineral Belt, <a href="https://www.stockwatch.com/News/Item/Z-C!AAZ-3864000/C/AAZ" target="_blank" rel="noopener">according to a September 16 release</a>. In the revised deal, Azincourt will pay aggregate cash consideration of CA$12,000 to the project's underlying owner and CA$662,000 to the optionor, issue 1.76 million common shares to the underlying owner, and incur CA$250,000 in exploration expenditures on the project. The company has also revised the finder's fee tied to the deal, now totaling 1,143,000 common shares payable in three tranches if the option is exercised. The TSX Venture Exchange has approved the amended option, and Azincourt has completed the initial cash payment and share issuances. <h2 style="text-align: center;">Why the Deal Structure Matters for Investors</h2> Option agreements allow juniors to control large land packages with staged payments rather than large upfront purchases. This structure reduces immediate capital needs while the company advances exploration. The Sylvia Lake amendment spreads the remaining cash payments and exploration commitments across closing and the 12- and 24-month milestones. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Amended Sylvia Lake terms reduce the share consideration while increasing the cash component, with CA$674,000 in aggregate cash payments, 1.76 million common shares, and CA$250,000 in exploration expenditures required to acquire a 100% interest.</li> <li>Historical drilling and surface sampling at Sylvia Lake outlined a mineralized sheet open along strike and at depth in a proven uranium district.</li> <li>The Snegamook drilling program is designed to confirm historical mineralization, test extensions, and strengthen the geological database as the company evaluates the potential for a future NI 43-101-compliant mineral resource estimate.</li> <li>The East Preston project in Saskatchewan's Athabasca Basin adds exposure to a world-class uranium jurisdiction with multiple confirmed targets.</li> <li> One analyst highlights Azincourt's leveraged exposure to a sustained uranium bull market amid a tightening supply outlook.1 </li> <li>Share structure remains tight with 165.39 million shares outstanding and a market cap near CA$6.65 million.</li> </ul> <h2 style="text-align: center;">Company Advantage in Two Canadian Uranium Districts</h2> Azincourt first optioned Sylvia Lake in August, entering into a definitive agreement with an arm's-length private optionor for the right to acquire a 100% interest in two mineral licenses covering approximately 6,725 hectares, <a href="https://www.stockwatch.com/News/Item/Z-C!AAZ-3847814/C/AAZ" target="_blank" rel="noopener">according to the company's original announcement of the deal on August 4</a>. The project sits roughly 100 kilometers northwest of Happy Valley-Goose Bay, along the southern margin of the Central Mineral Belt between the Michelin uranium deposit and the Madsen trend — a district the company says hosts several known uranium deposits and showings, including Michelin, Moran Lake C, and Anna Lake. The company said the project's appeal rests on surface and near-surface results from historical work. Grab samples have reportedly returned as high as 2.72% U3O8, with additional results of 0.98% and 0.62% U3O8, while historical trenching completed by Shell Canada in the 1970s intersected mineralization across three trenches, including 2 meters grading 0.243% U3O8. Limited diamond drilling in 2007 — 402 meters across the program — reportedly intersected the mineralized horizon in every hole drilled, with results such as 0.30 meters grading 0.237% U3O8. Together, that historical work is interpreted to define a south-dipping mineralized sheet traced over about 70 meters of strike length and 27 meters down dip, which the company says remains open along strike and at depth. Azincourt cautions that grab samples are selective by nature and may not represent mineralization across the broader project. Geologically, the mineralization is interpreted as structurally controlled, tied to hematization, shearing, and fracture development, with the showing positioned near the intersection of multi-kilometer-scale structures identified in magnetic data and a coherent gravity-high anomaly, the company said. That structural setting forms the basis of Azincourt's exploration thesis going forward: the company has flagged structural intersections, flexures, and dilation zones as priority areas where thicker or higher-grade mineralization could develop. Potential next steps include compiling and verifying historical data, detailed radiometric surveying, geological mapping, prospecting, geochemical sampling, and targeted drilling along strike and at depth. "Sylvia Lake gives Azincourt exposure to a known uranium occurrence with high-grade surface results, historical trenching, and limited drilling that has demonstrated continuity within a defined structural setting," said Vice President of Exploration C. Trevor Perkins. <h2 style="text-align: center;">Active Programs and Next Catalysts</h2> Azincourt is running exploration programs across two Canadian uranium districts, with its most active near-term work centered on the Harrier Uranium Project in Labrador's Central Mineral Belt. A 2,000-meter, six-to-10-hole diamond drill program at the Snegamook Uranium Deposit began in early September, aimed at twinning selected historical intersections and testing for extensions of known mineralization, <a href="https://www.stockwatch.com/News/Item/Z-C!AAZ-3860228/C/AAZ" target="_blank" rel="noopener">according to a September 2 release</a>. The program is designed to provide additional geological and confirmatory information that may support the company's evaluation of a potential future NI 43-101-compliant mineral resource estimate for Snegamook, following a 2025 prospecting campaign that confirmed historical high-grade results and identified two new showings, Boiteau Lake North Extension and Anomaly 7 East, <a href="https://www.azincourtenergy.com/investors#presentation" target="_blank" rel="noopener">according to the company's corporate presentation</a>. The presentation also lists detailed geological and structural mapping at Boiteau Lake, ahead of future diamond drilling there, and additional diamond drilling along the Moran Heights trend as further steps for the broader Harrier program. Harrier spans 12,200 hectares across 14 identified uranium zones, with historical and 2025 sampling returning grades as high as 7.48% U3O8 at Moran Heights and 6.28% U3O8 at the Brooks showing, per the presentation. Only 124 holes have been drilled across the property to date. The company says multiple mineralized corridors remain open, along with untested radiometric anomalies. The project sits within the Central Mineral Belt, a roughly 260-kilometer-by-75-kilometer district that also hosts Paladin Energy Ltd.'s (PDN:TSX; PDN:ASX) Michelin deposit, one of the world's largest undeveloped uranium resources. Azincourt has also been expanding its Labrador footprint beyond Harrier. In August, the company optioned the Sylvia Lake uranium project — situated between the Michelin deposit and the Madsen trend — and amended those option terms in September, structuring its path to full ownership around cash payments and exploration-spending commitments due within 12 and 24 months of closing. Vice President of Exploration Trevor Perkins has said the next phase of work at Sylvia Lake should focus on refining the structural model around interpreted fault intersections and dilation zones. In Saskatchewan's Athabasca Basin, Azincourt holds roughly an 87% interest in the 20,674-hectare East Preston project, where the company has identified three prospective targets with geological characteristics it compares to those of NexGen Energy Ltd.'s (NXE:TSX; NXE:NYSE) Arrow deposit and Cameco Corp.'s (CCO:TSX; CCJ:NYSE) Eagle Point mine. Drilling between 2014 and 2024 — 60 holes totaling nearly 14,900 meters — confirmed elevated uranium, favorable basement lithologies and graphitic structures, with a regional illite clay alteration halo the company says now extends across a 10-kilometer strike length encompassing its current drilling zones. <h2 style="text-align: center;">Broader Uranium Market Timing</h2> The case for stronger nuclear demand keeps building. The World Nuclear Association's <a href="https://world-nuclear.org/our-association/publications/global-trends-reports/world-nuclear-outlook-report" target="_blank" rel="noopener">World Nuclear Outlook Report 2026</a>, published September 9, projects global operable nuclear capacity could hit 1,457 GWe by 2050 under its high-case scenario, and points to a record 2,702 terawatt-hours of nuclear generation in 2025. The association frames the growth as structural, tied to governments prioritizing energy security and low-carbon baseload power.[OWNERSHIP_CHART-6171] Artificial intelligence has become a growing part of that demand story. <a href="https://oilprice.com/Metals/Commodities/Uranium-Prices-Surge-as-Nuclear-Demand-Accelerates.html" target="_blank" rel="noopener">An August 25 OilPrice report</a> put uranium near US$89 a pound — down from a brief spike above US$100 in January — and tied the strength to a structural supply deficit, as mine-development timelines stretching a decade or more struggle to keep pace with reactor demand, compounded by AI and data-center power needs and China's rapid nuclear expansion. UBS analyst George Eadie told the outlet that continued strength in term pricing and accelerating utility procurement point to a uranium market tightening at a structural level. <a href="https://www.mining.com/ai-boom-set-to-turbocharge-uranium-demand-in-2026/" target="_blank" rel="noopener">A late-2025 Mining.com outlook described</a> AI and hyperscale data centers as reshaping expectations for nuclear energy going forward. Citing a uranium.io investor survey, the outlet reported that more than 63% of respondents saw AI-driven electricity consumption becoming a material factor in nuclear planning over the coming decade, with that demand increasingly viewed as structural rather than a passing trend. <h2 style="text-align: center;">Analyst Views and Valuation Context</h2> 1Uranium is increasingly being viewed as a strategic energy commodity rather than a niche market, <a href="https://www.streetwisereports.com/article/2026/02/09/a-deeply-undervalued-uranium-optionality-play-as-nuclear-momentum-rebuilds.html?utm_medium=feed">according to John Newell of John Newell & Associates in a February 9 review of Azincourt Energy</a>. Newell identified a growing supply shortfall as a key driver for the sector. Years of limited investment have restricted uranium production even as reactor demand remains firm, encouraging utilities to lock in longer-term supply through contracts at rising prices. With inventories tightening, he said new discoveries and advanced exploration projects in stable jurisdictions could become increasingly important, creating opportunities for junior uranium explorers. Newell described Azincourt as a company with substantial exploration risk but significant potential leverage to improving uranium fundamentals. "For investors comfortable with exploration risk and seeking leveraged exposure to a sustained uranium bull market, Azincourt Energy is a Speculative Buy ... with the understanding that value creation will ultimately depend on execution, drilling results, and broader market conditions." The shares were trading at CA$0.055 when the review was published. <h2 style="text-align: center;">Share Structure and Near-Term Events2</h2> Management and insiders own 10%, institutions hold 30%, and the rest is retail. Azincourt has 165.39 million shares outstanding, and its market cap is CA$6.65 million. Its 52-week range is CA$0.03-CA$0.15 per share. <h2 style="text-align: center;">Common Questions from Investors</h2> What exploration work is planned at Sylvia Lake? Priority areas include structural mapping, radiometric surveys, and targeted drilling at fault intersections where higher-grade zones may occur. Why is the Central Mineral Belt considered prospective? The belt already hosts major deposits such as Michelin and has seen decades of uranium exploration with multiple known showings. What is an NI 43-101 resource estimate? It is a Canadian regulatory standard requiring qualified persons to verify and report mineral resources in a standardized format for public disclosure. How does AI power demand influence uranium prices? Data-center electricity demand is increasing interest in nuclear power, which could contribute to higher uranium demand and stronger utility contracting if nuclear capacity expands. The effect on uranium prices depends on the pace of reactor construction, uranium production and inventories, and contracting activity. In the near term, expect drill results from the ongoing Snegamook program and progress toward a potential NI 43-101-compliant mineral resource estimate for that deposit. On the corporate side, Azincourt faces cash and exploration-spending milestones tied to the Sylvia Lake option within 12 and 24 months of closing. The company has also flagged further diamond drilling along the Moran Heights trend and continued work on the Boiteau Lake target as next steps for the broader Harrier program, though without specified timing. No near-term drill program has been disclosed for East Preston. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Azincourt Energy Corp. is a billboard sponsor of Streetwise Reports. The company pays a monthly sponsorship fee of US$3,000–US$6,000 for banner advertising and an enhanced company profile page. Streetwise Reports’ editorial content is fully independent and is not influenced by sponsorship. </li> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Azincourt Energy Corp.</li> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Disclosure for the quote from the John Newell article published on February 9, 2026 <ol start="1" type="1"> <li>For the quoted article (published on February 9, 2026), Azincourt Energy Corp. has paid Street Smart, an affiliate of Streetwise Reports, US$3,000.</li> <li>Author Certification and Compensation: [John Newell of John Newell and Associates] was retained and compensated as an independent contractor by Street Smart for writing this article. Mr. Newell holds a Chartered Investment Management (CIM) designation (2015) and a U.S. Portfolio Manager designation (2015). The recommendations and opinions expressed in this content reflect the personal, independent, and objective views of the author regarding any and all of the companies discussed. No part of the compensation received by the author was, is, or will be directly or indirectly tied to the specific recommendations or views expressed.</li> </ol> John Newell Disclaimer As always it is important to note that investing in precious metals like silver carries risks, and market conditions can change violently with shock and awe tactics, that we have seen over the past 20 years. Before making any investment decisions, it's advisable consult with a financial advisor if needed. Also the practice of conducting thorough research and to consider your investment goals and risk tolerance. 2. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32589"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32589" width="0" height="0"> ( Companies Mentioned: AAZ:TSX.V; AZURF:OTCQB; A0U0:FSE, ) Fri, 18 Sep 2026 00:00:00 PST Uranium Explorer Expands Labrador Portfolio With High-Grade Sylvia Lake Option https://www.streetwisereports.com/article/2026/09/17/uranium-explorer-expands-labrador-portfolio-with-high-grade-sylvia-lake-option.html Source: <a href="https://www.streetwisereports.com/article/2026/09/17/uranium-explorer-expands-labrador-portfolio-with-high-grade-sylvia-lake-option.html?utm_medium=feed">Streetwise Reports 09/17/2026</a> Azincourt Energy Corp. (AAZ:TSX.V; AZURF:OTCQB; A0U0:FSE) is advancing a 2,000-meter drill program at its Snegamook deposit in Labrador, while expanding its land position through the newly amended Sylvia Lake option. Find out why one analyst sees leveraged upside in the uranium junior's exploration risk. Junior uranium explorer <a href="https://www.streetwisereports.com/pub/co/6171?utm_medium=feed" target="_blank" rel="noopener">Azincourt Energy Corp. (AAZ:TSX.V; AZURF:OTCQB; A0U0:FSE)</a> has amended the terms of its option to acquire a 100% interest in the Sylvia Lake uranium project in Labrador's Central Mineral Belt, <a href="https://www.stockwatch.com/News/Item/Z-C!AAZ-3864000/C/AAZ" target="_blank" rel="noopener">according to a September 16 release</a>. Under the revised agreement, Azincourt will pay aggregate cash consideration of CA$12,000 to the project's underlying owner and CA$662,000 to the optionor, issue 1.76 million common shares to the underlying owner, and incur CA$250,000 in exploration expenditures on the project. The company has also revised the finder's fee tied to the deal, now totaling 1,143,000 common shares payable in three tranches if the option is exercised. The TSX Venture Exchange has approved the amended option, and Azincourt has completed the initial cash payment and share issuances. Azincourt first optioned Sylvia Lake in August, entering into a definitive agreement with an arm's-length private optionor for the right to acquire a 100% interest in two mineral licenses covering approximately 6,725 hectares, <a href="https://www.stockwatch.com/News/Item/Z-C!AAZ-3847814/C/AAZ" target="_blank" rel="noopener">according to the company's original announcement of the deal on August 4</a>. The project sits roughly 100 kilometers northwest of Happy Valley-Goose Bay, along the southern margin of the Central Mineral Belt between the Michelin uranium deposit and the Madsen trend — a district the company says hosts several known uranium deposits and showings, including Michelin, Moran Lake C, and Anna Lake. The company said the project's appeal rests on surface and near-surface results from historical work. Grab samples have reportedly returned as high as 2.72% U₃O₈, with additional results of 0.98% and 0.62% U₃O₈, while historical trenching completed by Shell Canada in the 1970s intersected mineralization across three trenches, including 2 meters grading 0.243% U₃O₈. Limited diamond drilling in 2007 — 402 meters across the program — reportedly intersected the mineralized horizon in every hole drilled, with results such as 0.30 meters grading 0.237% U₃O₈. Together, that historical work is interpreted to define a south-dipping mineralized sheet traced over about 70 meters of strike length and 27 meters down dip, which the company says remains open along strike and at depth. Azincourt cautions that grab samples are selective by nature and may not represent mineralization across the broader project. Geologically, the mineralization is interpreted as structurally controlled, tied to hematization, shearing, and fracture development, with the showing positioned near the intersection of multi-kilometer-scale structures identified in magnetic data and a coherent gravity-high anomaly, the company said. That structural setting forms the basis of Azincourt's exploration thesis going forward: the company has flagged structural intersections, flexures, and dilation zones as priority areas where thicker or higher-grade mineralization could develop. Potential next steps include compiling and verifying historical data, detailed radiometric surveying, geological mapping, prospecting, geochemical sampling, and targeted drilling along strike and at depth. "Sylvia Lake gives Azincourt exposure to a known uranium occurrence with high-grade surface results, historical trenching, and limited drilling that has demonstrated continuity within a defined structural setting," said Vice President of Exploration C. Trevor Perkins. Chief Executive Officer Mark Tommasi framed the acquisition as part of a broader push to build out the company's uranium portfolio, noting Sylvia Lake's combination of known mineralization and exploration upside in a district with a demonstrated discovery history — adding to a Labrador pipeline that already includes the company's Snegamook and Harrier uranium projects, alongside its East Preston project in Saskatchewan's Athabasca Basin. <h2 style="text-align: center;">Co. Expands Its District-Scale Land Position</h2> Azincourt is running exploration programs across two Canadian uranium districts, with its most active near-term work centered on the Harrier Uranium Project in Labrador's Central Mineral Belt. A 2,000-meter, six-to-10-hole diamond drill program at the Snegamook Uranium Deposit began in early September, aimed at twinning selected historical intersections and testing for extensions of known mineralization, <a href="https://www.stockwatch.com/News/Item/Z-C!AAZ-3860228/C/AAZ" target="_blank" rel="noopener">according to a September 2 release</a>. The program is designed to provide additional geological and confirmatory information that may support the company's evaluation of a potential future NI 43-101-compliant mineral resource estimate for Snegamook, following a 2025 prospecting campaign that confirmed historical high-grade results and identified two new showings, Boiteau Lake North Extension and Anomaly 7 East, <a href="https://www.azincourtenergy.com/investors#presentation" target="_blank" rel="noopener">according to the company's corporate presentation</a>. The presentation also lists detailed geological and structural mapping at Boiteau Lake, ahead of future diamond drilling there, and additional diamond drilling along the Moran Heights trend as further steps for the broader Harrier program. <blockquote class="callOut left">John Newell of John Newell & Associates said, "For investors comfortable with exploration risk and seeking leveraged exposure to a sustained uranium bull market, Azincourt Energy is a Speculative Buy."1</blockquote> Harrier spans 12,200 hectares across 14 identified uranium zones, with historical and 2025 sampling returning grades as high as 7.48% U₃O₈ at Moran Heights and 6.28% U₃O₈ at the Brooks showing, per the presentation. Only 124 holes have been drilled across the property to date, which the company says leaves multiple open mineralized corridors and untested radiometric anomalies. The project sits within the Central Mineral Belt, a roughly 260-kilometer-by-75-kilometer district that also hosts Paladin Energy Ltd.'s (PDN:TSX; PDN:ASX) Michelin deposit, one of the world's largest undeveloped uranium resources. Azincourt has also been expanding its Labrador footprint beyond Harrier. In August, the company optioned the Sylvia Lake uranium project — situated between the Michelin deposit and the Madsen trend — and amended those option terms in September, structuring its path to full ownership around cash payments and exploration-spending commitments due within 12 and 24 months of closing. Vice President of Exploration Trevor Perkins has said the next phase of work at Sylvia Lake should focus on refining the structural model around interpreted fault intersections and dilation zones. In Saskatchewan's Athabasca Basin, Azincourt holds roughly an 87% interest in the 20,674-hectare East Preston project, where the company has identified three prospective targets with geological characteristics it compares to those of NexGen Energy Ltd.'s (NXE:TSX; NXE:NYSE) Arrow deposit and Cameco Corp.'s (CCO:TSX; CCJ:NYSE) Eagle Point mine. Drilling between 2014 and 2024 — 60 holes totaling nearly 14,900 meters — confirmed elevated uranium, favorable basement lithologies and graphitic structures, with a regional illite clay alteration halo the company says now extends across a 10-kilometer strike length encompassing its current drilling zones. <h2 style="text-align: center;">Looking Ahead</h2> In the near term, expect drill results from the ongoing Snegamook program and progress toward a potential NI 43-101-compliant mineral resource estimate for that deposit. On the corporate side, Azincourt faces cash and exploration-spending milestones tied to the Sylvia Lake option within 12 and 24 months of closing. The company has also flagged further diamond drilling along the Moran Heights trend and continued work on the Boiteau Lake target as next steps for the broader Harrier program, though without specified timing. No near-term drill program has been disclosed for East Preston. <h2 style="text-align: center;">Analyst Sees Leveraged Upside</h2> 1Uranium is increasingly being viewed as a strategic energy commodity rather than a niche market, <a href="https://www.streetwisereports.com/article/2026/02/09/a-deeply-undervalued-uranium-optionality-play-as-nuclear-momentum-rebuilds.html?utm_medium=feed">according to John Newell of John Newell & Associates in a February 9 review of Azincourt Energy</a>. Newell identified a growing supply shortfall as a key driver for the sector. Years of limited investment have restricted uranium production even as reactor demand remains firm, encouraging utilities to lock in longer-term supply through contracts at rising prices. With inventories tightening, he said new discoveries and advanced exploration projects in stable jurisdictions could become increasingly important, creating opportunities for junior uranium explorers. Newell described Azincourt as a company with substantial exploration risk but significant potential leverage to improving uranium fundamentals. "For investors comfortable with exploration risk and seeking leveraged exposure to a sustained uranium bull market, Azincourt Energy is a Speculative Buy ... with the understanding that value creation will ultimately depend on execution, drilling results, and broader market conditions." The shares were trading at CA$0.055 when the review was published. <h2 style="text-align: center;">The Catalyst: Uranium Market Tightens as AI Demand Grows</h2> The case for stronger nuclear demand keeps building. The World Nuclear Association's <a href="https://world-nuclear.org/our-association/publications/global-trends-reports/world-nuclear-outlook-report" target="_blank" rel="noopener">World Nuclear Outlook Report 2026</a>, published September 9, projects global operable nuclear capacity could hit 1,457 GWe by 2050 under its high-case scenario, and points to a record 2,702 terawatt-hours of nuclear generation in 2025. The association frames the growth as structural, tied to governments prioritizing energy security and low-carbon baseload power.[OWNERSHIP_CHART-6171] Artificial intelligence has become a growing part of that demand story. <a href="https://oilprice.com/Metals/Commodities/Uranium-Prices-Surge-as-Nuclear-Demand-Accelerates.html" target="_blank" rel="noopener">An August 25 OilPrice report</a> put uranium near US$89 a pound — down from a brief spike above US$100 in January — and tied the strength to a structural supply deficit, as mine-development timelines stretching a decade or more struggle to keep pace with reactor demand, compounded by AI and data-center power needs and China's rapid nuclear expansion. UBS analyst George Eadie told the outlet that continued strength in term pricing and accelerating utility procurement point to a uranium market tightening at a structural level. <a href="https://www.mining.com/ai-boom-set-to-turbocharge-uranium-demand-in-2026/" target="_blank" rel="noopener">A late-2025 Mining.com outlook described</a> AI and hyperscale data centers as reshaping expectations for nuclear energy going forward. Citing a uranium.io investor survey, the outlet reported that more than 63% of respondents saw AI-driven electricity consumption becoming a material factor in nuclear planning over the coming decade, with that demand increasingly viewed as structural rather than a passing trend. That optimism extended to price forecasts: more than 85% of the same survey's respondents expected uranium prices to climb further into 2026, with many pointing to a US$100 to US$120 a pound range and some scenarios reaching as high as US$135 a pound if supply stayed tight. On the supply side, Mining.com reported that most surveyed expected mined uranium to cover less than 75% of future reactor needs, citing years of underinvestment, slow permitting, and shrinking secondary supplies. The outlet cited Sprott Asset Management's characterization of a market running at "two speeds" — short-term volatility obscuring increasingly bullish long-term fundamentals — a dynamic that could widen the gap between uranium supply and demand as reactor construction accelerates worldwide. <h2 style="text-align: center;">Ownership and Share Structure2</h2> Management and insiders own 10%, institutions hold 30%, and the rest is retail. Azincourt has 165.39 million shares outstanding, and its market cap is CA$6.65 million. Its 52-week range is CA$0.03–CA$0.15 per share. <h2 style="text-align: center;">Common Investor Questions</h2> What did Azincourt Energy announce on September 16? The company amended the terms of its option to acquire a 100% interest in the Sylvia Lake uranium project in Labrador's Central Mineral Belt, restructuring the cash, share, and exploration-spending components of the deal. What are the amended terms? Azincourt will pay CA$12,000 to the project's underlying owner and CA$662,000 to the optionor, issue 1.76 million common shares, and incur CA$250,000 in exploration expenditures. A revised finder's fee of 1,143,000 common shares is payable in three tranches if the option is exercised. What makes Sylvia Lake attractive? Historical work includes grab samples as high as 2.72% U₃O₈, 1970s trenching by Shell Canada that intersected mineralization across three trenches, and 2007 diamond drilling that reportedly intersected the mineralized horizon in every hole drilled. That work outlines a south-dipping mineralized sheet traced over about 70 meters of strike length and 27 meters down dip, interpreted as structurally controlled and still open along strike and at depth. What near-term catalysts should investors watch? Drill results from the ongoing Snegamook program and progress toward a potential NI 43-101-compliant mineral resource estimate, plus cash and exploration-spending milestones tied to the Sylvia Lake option due within 12 and 24 months of closing. What's driving broader uranium demand right now? The World Nuclear Association's World Nuclear Outlook Report 2026 projects nuclear capacity could reach 1,457 GWe by 2050 under its high case, while AI and data-center power demand are increasingly cited as structural drivers of uranium consumption. A UBS analyst has pointed to strengthening term pricing and utility procurement as evidence that the market is tightening structurally. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Azincourt Energy Corp. is a billboard sponsor of Streetwise Reports. The company pays a monthly sponsorship fee of US$3,000–US$6,000 for banner advertising and an enhanced company profile page. Streetwise Reports’ editorial content is fully independent and is not influenced by sponsorship. </li> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Azincourt Energy Corp.</li> <li>Steve Sobek wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Disclosure for the quote from the John Newell article published on February 9, 2026 <ol start="1" type="1"> <li>For the quoted article (published on February 9, 2026), Azincourt Energy Corp. has paid Street Smart, an affiliate of Streetwise Reports, US$3,000.</li> <li>Author Certification and Compensation: [John Newell of John Newell and Associates] was retained and compensated as an independent contractor by Street Smart for writing this article. Mr. Newell holds a Chartered Investment Management (CIM) designation (2015) and a U.S. Portfolio Manager designation (2015). The recommendations and opinions expressed in this content reflect the personal, independent, and objective views of the author regarding any and all of the companies discussed. No part of the compensation received by the author was, is, or will be directly or indirectly tied to the specific recommendations or views expressed.</li> </ol> John Newell Disclaimer As always it is important to note that investing in precious metals like silver carries risks, and market conditions can change violently with shock and awe tactics, that we have seen over the past 20 years. Before making any investment decisions, it's advisable consult with a financial advisor if needed. Also the practice of conducting thorough research and to consider your investment goals and risk tolerance. 2. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32584"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32584" width="0" height="0"> ( Companies Mentioned: AAZ:TSX.V; AZURF:OTCQB; A0U0:FSE, ) Thu, 17 Sep 2026 00:00:00 PST Athabasca Uranium Explorer Launches Data Review at Yurchison https://www.streetwisereports.com/article/2026/09/17/athabasca-uranium-explorer-launches-data-review-at-yurchison.html Source: <a href="https://www.streetwisereports.com/article/2026/09/17/athabasca-uranium-explorer-launches-data-review-at-yurchison.html?utm_medium=feed">Streetwise Reports 09/17/2026</a> Purecore Metals starts a full data compilation at its 35,029-hectare Yurchison uranium property, pulling decades of surveys into one model to prioritize targets in the Athabasca Basin.Purecore Metals Inc. (PURE:CSE; PPURF:OTCQB) has started a full data compilation and technical review at the Yurchison uranium property, pulling decades of geological records into one integrated model, <a href="https://purecoremetals.com/purecore-commences-data-compilation-and-target-generation-at-yurchison-uranium-property/" target="_blank" rel="noopener">according to a recent press release</a>. The 35,029-hectare project sits in Saskatchewan's Athabasca Basin, about 75 kilometers south of Cameco Corp.'s (CCO:TSX; CCJ:NYSE) Rabbit Lake operation. Purecore can earn up to a 100% interest under its option agreement with <a href="https://www.streetwisereports.com/pub/co/6026?utm_medium=feed" target="_blank" rel="noopener">Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE)</a>. <h2 style="text-align: center;">Why the Review Matters Now</h2> The program will combine historical drilling, geochemical results, and multiple airborne geophysical surveys into a single database. This step lets the company rank targets supported by several data sets and plan the next field phase with greater precision. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Purecore is advancing a large Athabasca Basin uranium project through an option agreement that requires cash payments, share issuances, and exploration expenditures to earn an interest.</li> <li>Decades of prior work, including a 1,424-line-kilometer magnetic survey, already outline multiple conductors and uranium showings.</li> <li>The uranium market faces a structural supply deficit while AI-driven power demand lifts long-term reactor forecasts.</li> <li>Skyharbour's prospect-generator model supplies partner-funded exploration across its portfolio with limited dilution to Purecore.</li> <li>Analyst coverage on the project partner remains constructive, with recent Buy ratings and price targets above current trading levels.</li> </ul> <h2 style="text-align: center;">Project Details and Next Steps</h2> Yurchison covers 22 claims in the Wollaston Domain, underlain by graphitic metasediments that host known uranium deposits elsewhere in the basin. Highway 905 crosses the property, easing access. Historical prospecting near old trenches returned uranium grades between 0.09% and 0.30% U3O8. Most of that work occurred before 2000, so modern integration of VTEM, magnetic, and radiometric data offers fresh targeting opportunities. The current review will digitize records, reinterpret older and newer surveys together, and compare conductors with geochemical anomalies to set fieldwork priorities. <h2 style="text-align: center;">Broader Uranium Market Context</h2> <a href="https://world-nuclear.org/our-association/publications/global-trends-reports/world-nuclear-outlook-report" target="_blank" rel="noopener">In its World Nuclear Outlook Report 2026</a>, the World Nuclear Association projected global operable nuclear capacity could reach 1,457 GWe by 2050 in its high case. <a href="https://oilprice.com/Metals/Commodities/Uranium-Prices-Surge-as-Nuclear-Demand-Accelerates.html" target="_blank" rel="noopener">In an August 25 report, OilPrice said</a> uranium traded near US$89 per pound, supported by a structural supply deficit and rising electricity needs from AI data centers. <a href="https://www.mining.com/ai-boom-set-to-turbocharge-uranium-demand-in-2026/" target="_blank" rel="noopener">In a late-2025 outlook, Mining.com reported</a> that more than 85% of surveyed investors expect higher prices in 2026, with many forecasting a US$100 to US$120 range. <h2 style="text-align: center;">Views on Project Partner</h2> Ventum Financial gave Skyharbour a Buy rating and CA$0.75 target in a September 8 sector update, highlighting its prospect-generator model. Haywood Securities initiated coverage in May with a Buy rating and CA$1.00 target, citing the partnership structure and active drilling at Moore Lake and Russell Lake. <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/new-stock-pick-this-copper-company-has-takeout-potential-written-all-over-it/" target="_blank" rel="noopener">On July 23, 2026, Jeff Clark and Daniel Flynn of The Paydirt Prospector reviewed Skyharbour's progress</a>, noting potential catalysts from an expanded 2026 drill program.[OWNERSHIP_CHART-11646][OWNERSHIP_CHART-6026] <h2 style="text-align: center;">Ownership and Share Structure1</h2> About 90% of Purecore shares are held by insiders and management; the rest are retail. Market capitalization stands at CA$25.13 million with 15.31 million shares outstanding. Institutions own 29.7% of Skyharbour's shares, while management and insiders own 3.12%. The remaining shares are retail. Skyharbour has a market cap of CA$91.84 million and 221.3 million shares outstanding, with institutions holding 29.7%. <h2 style="text-align: center;">Frequently Asked Questions</h2> What is the scale of the Yurchison property? It covers 22 claims totaling 35,029 hectares in the Athabasca Basin, 75 km south of Cameco's Rabbit Lake operation. What work is Purecore starting? A data compilation that merges historical drilling, geophysical surveys, and geochemical results into one model to rank targets. How does Purecore hold the project? Through an option agreement with Skyharbour that allows it to earn up to 100% interest. What grades were found historically? Prospecting near old trenches returned uranium values of 0.09% to 0.30% U3O8, with molybdenum values between 2,500 and 6,400 ppm. Why is the uranium sector attracting attention? Structural supply shortages coincide with rising reactor demand tied to AI power needs, pushing long-term price forecasts higher. The compilation program positions Purecore to move quickly once targets are ranked, while the broader market backdrop supports continued interest in Athabasca Basin exploration assets. [SMNLINSERT]Important Disclosures:<ol> <li>Skyharbour Resources Ltd. is a billboard sponsor of Streetwise Reports. The company pays a monthly sponsorship fee of US$3,000–US$6,000 for banner advertising and an enhanced company profile page. Streetwise Reports’ editorial content is fully independent and is not influenced by sponsorship.</li> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32568"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32568" width="0" height="0"> ( Companies Mentioned: PURE:CSE;PPURF:OTCQB, SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE, ) Thu, 17 Sep 2026 00:00:00 PST Uranium Explorer Partner Company Advances Yurchison Project in Prolific Athabasca Basin https://www.streetwisereports.com/article/2026/09/16/uranium-explorer-partner-company-advances-yurchison-project-in-prolific-athabasca-basin.html Source: <a href="https://www.streetwisereports.com/article/2026/09/16/uranium-explorer-partner-company-advances-yurchison-project-in-prolific-athabasca-basin.html?utm_medium=feed">Streetwise Reports 09/16/2026</a> Purecore Metals Inc. (PURE:CSE; PPURF:OTCQB) has begun a technical review of its Yurchison uranium property in Saskatchewan, which it can earn up to 100% from Skyharbour Resources. Find out what one analyst says about Skyharbour's low-dilution prospect generator model.Purecore Metals Inc. (PURE:CSE; PPURF:OTCQB) has launched a detailed data compilation and technical review of its Yurchison uranium property in northern Saskatchewan's Athabasca Basin, <a href="https://purecoremetals.com/purecore-commences-data-compilation-and-target-generation-at-yurchison-uranium-property/" target="_blank" rel="noopener">according to a September 15 release</a>. The company can earn up to a 100% interest in Yurchison under its definitive option agreement with <a href="https://www.streetwisereports.com/pub/co/6026?utm_medium=feed" target="_blank" rel="noopener">Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE)</a>. The property covers 22 claims totaling approximately 35,029 hectares and lies about 75 kilometers south of Cameco Corp.'s (CCO:TSX; CCJ:NYSE) Rabbit Lake operation. The program will bring historical and recent geological, geochemical, geophysical, and exploration information into a consolidated project database and geological model. Purecore said it plans to use the integrated data to sharpen areas of interest, identify locations supported by multiple lines of evidence, and establish priorities for future fieldwork. "Yurchison has decades of exploration history and a significant volume of modern geophysical data," Purecore President and Chief Executive Officer Peter Berdusco said. "This program brings that information together into an integrated geological framework to refine our understanding of the property and prioritize areas for future exploration." The review will digitize available historical geological, geochemical, geophysical, and drilling records; combine and interpret older and newer airborne geophysical surveys; assess past uranium occurrences, prospecting results, and exploration targets; examine geological and structural features that could control uranium mineralization; compare conductors, structures, geochemical anomalies, and previous exploration results; and rank areas for potential follow-up work. Previous exploration includes a 1,424-line-kilometer high-resolution airborne magnetic survey flown at 50-meter line spacing, along with earlier VTEM work that outlined multiple geophysical targets. Additional airborne magnetic, radiometric, and VLF-EM surveys have also covered the property. Historical work identified uranium mineralization in several areas, including prospecting near old trenches that returned grades ranging from 0.09% to 0.30% U3O8. Purecore will incorporate those results into its broader technical assessment. Yurchison sits within the Wollaston Domain and is underlain by Wollaston Supergroup metasedimentary gneisses, including graphitic units near Archean granitic gneisses. Highway 905 provides access through the property area. Most exploration occurred before 2000, leaving substantial portions with limited modern follow-up. Purecore intends to use the current compilation and interpretation work to establish a stronger technical base for planning the next phase of exploration. <h2 style="text-align: center;">Analysts Weigh in on Skyharbour</h2> Ventum Financial gave Skyharbour a Buy rating and CA$0.75 price target in a September 8 uranium sector update, naming it and Denison Mines Corp. (DML:TSX; DNN:NYSE.MKT) as ways to play what analyst Surya Sankarasubramanian called a "transformed uranium thematic." The report argues that the uranium trade has shifted. Over the past five years, the monthly average spot U3O8 price rose 171%, to US$88/lb, yet most uranium equities lagged that gain, and the exchange-traded funds many investors rely on underperformed the metal itself. With spot near US$88/lb and long-term prices around US$96/lb, Ventum expects more modest commodity gains ahead, pegging its long-term price at US$110/lb from 2031, and it says company-specific factors, especially exploration success, will drive returns from here. Stock selection, the analyst wrote, now matters more than simple leverage to the price. Sankarasubramanian wrote that "Skyharbour is the pre-eminent uranium exploration and prospect generator company in the Athabasca Basin," noting that partners have committed up to about CA$79 million in partner funded exploration and expects to receive over CA$52 million in cash and share payments coming into Skyharbour, assuming that these partner companies complete the earn-ins at their respective projects. This model lets Skyharbour keep broad exposure to exploration upside with little corporate-level dilution. The company is also drilling its Russell Lake joint ventures with strategic partner Denison Mines and also drilling its 100%-owned Moore Lake project. That model, which underpins its partnership with Purecore, combined with its active exploration programs, makes it "a strong contender for future positive returns," he said. Haywood Securities analyst Marcus Giannini began coverage on May 28 with a Buy rating and a CA$1-per-share target. He described Skyharbour as a uranium explorer focused on unconformity-style discoveries in the Athabasca Basin, with Moore Lake and Russell Lake serving as its two flagship projects. "With the partnership at Russell established, a proven project in Moore, and exposure to significant exploration drilling through joint venture projects, we think the timing is right for Skyharbour to take the next step in its exploration journey," Giannini said. He added, "We like Skyharbour for the exposure it provides in terms of blue-sky exploration upside in a proven uranium district, while maintaining a lower risk profile relative to pure play exploration peers through its prospect generator business with minimized dilution through a partnership model." <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/new-stock-pick-this-copper-company-has-takeout-potential-written-all-over-it/" target="_blank" rel="noopener">On July 23, 2026, Jeff Clark and Daniel Flynn of The Paydirt Prospector reviewed Skyharbour's progress</a>. Flynn said the publication assigned a "Hold" in its summer portfolio review, largely because Moore Lake had generated limited updates since drilling began. However, he cited several potential catalysts ahead, including results from Skyharbour's expanded 2026 drilling campaign, which The Paydirt Prospector described as roughly twice the size of last year's program. Flynn said assays from Moore Lake and other portfolio projects could provide additional value, while Clark continues to maintain an overweight position. <h2 style="text-align: center;">The Catalyst: A Structural Uranium Deficit Meets the AI Boom</h2> The nuclear-power backdrop underpinning uranium demand keeps strengthening. <a href="https://world-nuclear.org/our-association/publications/global-trends-reports/world-nuclear-outlook-report" target="_blank" rel="noopener">In its World Nuclear Outlook Report 2026</a>, published September 9, the World Nuclear Association projected global operable nuclear capacity could reach 1,457 GWe by 2050 in its high case, and noted that nuclear generation set a record of 2,702 TWh in 2025. The association frames that growth as structural, driven by governments pursuing energy security and low-carbon baseload power. The demand story is increasingly tied to artificial intelligence. <a href="https://oilprice.com/Metals/Commodities/Uranium-Prices-Surge-as-Nuclear-Demand-Accelerates.html" target="_blank" rel="noopener">In an August 25 report, OilPrice said</a> uranium was trading near US$89 a pound, after briefly topping US$100 in January, and attributed the strength to a structural supply deficit as decade-long mine development timelines struggle to keep pace with reactor demand, compounded by AI and data-center electricity needs and China's rapid nuclear buildout. The report cited UBS analyst George Eadie, who said, "Continued strength in term pricing and signs of accelerating utility procurement offer further evidence that the uranium market is tightening structurally."[OWNERSHIP_CHART-11646][OWNERSHIP_CHART-6026] <a href="https://www.mining.com/ai-boom-set-to-turbocharge-uranium-demand-in-2026/" target="_blank" rel="noopener">In a late-2025 outlook, Mining.com reported</a> that artificial intelligence and hyperscale data centers were reshaping expectations for nuclear energy, and the demand signal it described points squarely at the years ahead. Citing a uranium.io investor survey, the outlet said more than 63% of respondents expected AI-related consumption to become a material factor in nuclear planning over the next decade, with the electricity demand increasingly viewed as structural rather than temporary. That sentiment carried into price expectations. According to the same survey, more than 85% of respondents anticipated higher uranium prices moving into 2026, with many pointing to a US$100 to US$120 a pound range and some upside scenarios reaching US$135 a pound if supply constraints persisted. On supply, Mining.com said a majority of those surveyed expected mined uranium to meet less than 75% of future reactor requirements, citing years of underinvestment, lengthy permitting timelines, and declining secondary supplies. It pointed to Sprott Asset Management's description of a market moving at "two speeds," with short-term volatility masking increasingly bullish long-term fundamentals, a dynamic that suggests the demand-supply gap could widen as reactor buildouts accelerate. <h2 style="text-align: center;">Ownership and Share Structure1</h2> About 90% of Purecore's shares are held by insiders and management. The rest are retail. Its market cap is CA$25.13 million with 15.31 million shares outstanding. It trades in a 52-week range of CA$0.30 and CA$1.83. Skyharbour has a market cap of CA$91.84 million, with 221.3 million shares outstanding. The company's 52-week range is CA$0.30-CA$0.66. Institutions own 29.7% of shares, while management and insiders own 3.12%. The remaining shares are retail. <h2 style="text-align: center;">Common Investor Questions</h2> What is Purecore Metals Inc. (PURE:CSE; PPURF:OTCQB)? A junior explorer advancing the Yurchison uranium property in Saskatchewan's Athabasca Basin and the Bankier copper-molybdenum-gold-uranium property in British Columbia. What did Purecore just announce? A detailed data compilation and technical review at Yurchison, pulling decades of historical and recent geological, geochemical, geophysical, and drilling records into one database and geological model to rank targets and set priorities for future fieldwork. How does Purecore control Yurchison? It can earn up to a 100% interest under an option agreement with Skyharbour Resources Ltd. The property spans 22 claims over about 35,029 hectares, roughly 75 kilometers south of Cameco's Rabbit Lake operation, with Highway 905 running through it. What has past exploration found at Yurchison? A 1,424-line-kilometer airborne magnetic survey and earlier VTEM, radiometric, and VLF-EM work outlined multiple targets, and historical trench sampling returned uranium grades of 0.09% to 0.30% U3O8, plus molybdenum of 2,500 to 6,400 ppm. Most work predates 2000. What is Skyharbour's role and business model? Skyharbour is Purecore's project partner and, in Ventum's words, "the pre-eminent prospect generator of the Athabasca Basin." Partners have committed up to about CA$60 million in exploration spending over seven years to earn stakes in its portfolio, letting Skyharbour keep exposure to exploration upside with little dilution. What do third parties say about Skyharbour? Ventum Financial reiterated a Buy and CA$0.75 target on September 8, and Haywood Securities' Marcus Giannini holds a Buy with a CA$1.00 target from his May 28 initiation. The Paydirt Prospector assigned a "Hold" in July, citing limited Moore Lake updates but several catalysts ahead. Why is the uranium market drawing attention? Nuclear demand is being reframed around AI and data centers. The World Nuclear Association sees capacity reaching 1,457 GWe by 2050 in its high case, and uranium recently traded near US$89 a pound after topping US$100 in January, supported by a structural supply deficit. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Skyharbour Resources Ltd. is a billboard sponsor of Streetwise Reports. The company pays a monthly sponsorship fee of US$3,000–US$6,000 for banner advertising and an enhanced company profile page. Streetwise Reports’ editorial content is fully independent and is not influenced by sponsorship.</li> <li>Steve Sobek wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32564"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32564" width="0" height="0"> ( Companies Mentioned: PURE:CSE;PPURF:OTCQB, SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE, ) Wed, 16 Sep 2026 00:00:00 PST Brazil Lithium Developer Contracts 71% of Neves Budget 16% Below DFS https://www.streetwisereports.com/article/2026/09/14/brazil-lithium-developer-contracts-71-of-neves-budget-16-below-dfs.html Source: <a href="https://www.streetwisereports.com/article/2026/09/14/brazil-lithium-developer-contracts-71-of-neves-budget-16-below-dfs.html?utm_medium=feed">Streetwise Reports 09/15/2026</a> Atlas Lithium has contracted 71% of direct capital spending for its Neves Project at 16% under budget estimates. Learn what this means for the fully permitted Brazilian lithium asset and retail investors.<a href="https://www.streetwisereports.com/pub/co/11040?utm_medium=feed" target="_blank" rel="noopener">Atlas Lithium Corp. (ATLX:NASDAQ)</a> has <a href="https://www.atlas-lithium.com/news/atlas-lithium-materially-de-risks-neves-project-with-71-of-direct-capital-budget-already-contracted/" target="_blank" rel="noopener">taken a major step forward</a> by locking in contracts covering 71% of the direct capital expenditures for its 100%-owned Neves Project in Brazil. The agreements came in approximately 16% below the levels outlined in the project's Definitive Feasibility Study. This development reduces execution risk at a time when lithium demand continues to grow rapidly. Global consumption rose 45% year over year through May 2026, according to data cited by the company from Albemarle Corporation, while new supply additions have faced delays from limited spodumene availability and slower ramps at certain mines. <h2 style="text-align: center;">Why the Contracted Budget Matters for Investors</h2> Contracting more than two-thirds of direct capital spending below budget demonstrates disciplined project management. The scope includes earthworks, civil construction, electromechanical assembly of the Dense Media Separation plant, crushing systems, electrical infrastructure, detailed engineering, construction management, and in-country logistics. Each award followed competitive bidding and was finalized at or below DFS estimates. The company's corporate presentation listed total direct capital expenditures of US$57.56 million. Key line items included US$12.15 million for DMS plant installation, US$9.45 million for earthworks, US$6.90 million for mining, US$6.89 million for the crushing area, and US$6.25 million for civil works. <h2 style="text-align: center;">Company Position and Key Assets</h2> Atlas Lithium holds a fully permitted project with its DMS lithium processing plant already delivered to Brazil and ready for assembly. The Neves Project features a two-stage DMS circuit targeting a final spodumene concentrate grade of 5.5% Li2O and annual production capacity near 150,000 tons. DFS metrics include average annual SC5.5 production of 146,000 tons, plant throughput of 1.1 million tons per year, and an initial mine life of 6.5 years. Life-of-mine ore processed totals 7.253 million tons at an average Li2O grade of 1.17%. The project also benefits from regional exploration at the 100%-owned Salinas Project, where early drill results showed positive indications of near-surface mineralization. <h2 style="text-align: center;">Lithium Market Timing</h2> <a href="https://www.indexbox.io/blog/lithium-frits-market-growth-to-accelerate-by-2035-on-mlcc-demand-and-lead-free-formulation-shift/" target="_blank" rel="noopener">According to a September 9 report from IndexBox</a>, broader demand fundamentals support lithium-based products, with Asia-Pacific accounting for 55% to 65% of global lithium frits demand. <a href="https://news.metal.com/newscontent/104108429-lithium-carbonate-market-weekly-summary-spot-lithium-carbonate-prices-drifted-lower-during-sep-7-10-smm-weekly-review" target="_blank" rel="noopener">Shanghai Metals Market reported on September 10 that spot lithium carbonate prices had "drifted lower" during the September 7 to September 10 period</a>, while downstream buyers actively purchased on dips. <a href="https://tradingeconomics.com/commodity/lithium" target="_blank" rel="noopener">Trading Economics reported on September 10 that lithium carbonate was at CNY 144,750 per metric ton,</a> down 0.69% for the day yet up 98.70% year over year. <h2 style="text-align: center;">Analyst View and Valuation Context</h2> H.C. Wainwright & Co. analyst Heiko F. Ihle reiterated a "Buy" rating on Atlas Lithium following the September 9 update. The firm lowered its price target to US$11.50 from US$12.50, citing a shift in modeled first production to the first quarter of 2028 and slight dilution in its updated model. Ihle noted the contracting progress as a clear sign of management execution. [OWNERSHIP_CHART-11040] <h2 style="text-align: center;">Share Structure and Near-Term Considerations1</h2> Atlas Lithium Corp. has a market cap of approximately US$95 million, with about 30.10 million shares outstanding. The 52-week range is approximately US$2.55-US$8.25. Institutions own 10% of shares, insiders and management own 23%, strategic investors own 7%, and retail investors hold the remaining 60%. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>71% of direct capital expenditures are now under contract at 16% below DFS budget levels, lowering project risk.</li> <li>The Neves Project is fully permitted, with the processing plant already in Brazil and ready for assembly.</li> <li>DFS outlines average annual production of 146,000 tons of SC5.5 spodumene concentrate over an initial 6.5-year mine life.</li> <li>Lithium market data shows strong demand growth and low inventories, supporting long-term fundamentals.</li> <li>H.C. Wainwright maintains a Buy rating with a US$11.50 price target after the latest update.</li> <li>Market cap near US$95 million leaves room for re-rating if execution milestones are met on schedule.</li> </ul> <h2 style="text-align: center;">Common Questions from Investors</h2> How much of the Neves Project budget is now contracted? Approximately 71% of direct capital expenditures are supported by executed contracts that came in 16% below the DFS budget. What is the current status of the processing plant? The fully paid DMS lithium processing plant has been delivered to Brazil and is ready for assembly at the permitted site. What production does the DFS project for Neves? The study outlines average annual SC5.5 production of 146,000 tons with a 6.5-year initial mine life. What rating does the covering analyst maintain? H.C. Wainwright reiterated a Buy rating with a US$11.50 price target after the September 9 contract update. Atlas Lithium's progress on contracting and permitting positions the company to advance the Neves Project amid favorable lithium demand trends. Retail investors should monitor upcoming construction milestones and any updates on production timing. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Atlas Lithium is a billboard sponsor of Streetwise Reports. The company pays a monthly sponsorship fee of US$3,000–US$6,000 for banner advertising and an enhanced company profile page. Streetwise Reports’ editorial content is fully independent and is not influenced by sponsorship.</li> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Atlas Lithium.</li> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee. </li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32531"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32531" width="0" height="0"> ( Companies Mentioned: ATLX:NASDAQ, ) Tue, 15 Sep 2026 00:00:00 PST Yields with the Yips https://www.streetwisereports.com/article/2026/09/14/yields-with-the-yips.html Source: <a href="https://www.streetwisereports.com/article/2026/09/14/yields-with-the-yips.html?utm_medium=feed">Michael Ballanger 09/14/2026</a> Michael Ballanger of GGM Advisory Inc. shares his thoughts on the current state of the market. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202691490903_Picture1.png" alt="" width="452" height="296" /> As I sat at my keyboard this morning trying desperately to conjure up a topic that my subscribers would not only find entertaining but also useful, I started off with several paragraphs about this being the twenty-fifth anniversary of the 9/11 attacks on the World Trade Center in New York. However, when I reread what I had written, I suddenly realized that as a non-American, I have little if any right to make any comments about one of the most important events of the past eighty years. While it was a quarter of a century ago that a number of Saudi Arabian activists flew planes into the North and South Towers, the Pentagon, and a farmer's field in Pennsylvania, it was eighty years ago in August that WWII ended with the surrender of the Japanese Imperial Forces. While the end of WWII marked the start of "The Era of American Exceptionalism", it also marked the rise of the U.S. dollar as the world's reserve currency. While the U.S. dollar began mounting a serious challenge to the British pound sterling after World War I, heavily indebted European nations were forced to send gold to the U.S., thus allowing the dollar to emerge as a dominant currency for international bond issues. For the next eighty (or so) years, the U.S. has ruled over the globe with what might be deemed a "dictatorial presence". However, since the events of 9/11/2001, the reverse has been true. America has found itself embroiled in foreign wars in defense of "free market capitalism and democracy" in places like Vietnam, Iraq, Afghanistan, and now Iran, as desperate attempts to maintain the petrodollar system are getting more and more difficult with each passing day and conflict. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202691490928_Picture2.png" alt="" width="624" height="322" /> In fact, looking at the purchasing power of the dollar since 9/11, one sees a protracted erosion in value, with the 2026 dollar buying only $.53 of the same goods and services bought in 2001. The National Debt in 2001 was $5.77 trillion, whereas today it is north of $40 trillion. The Defense budget in 2001 was $305 billion; today it stands at over $1 trillion, with interest on the debt now exceeding that figure, a surefire sign of an empire in decline. The decision in 2022 by the Biden White House to freeze $300 billion in Russian assets had a deleterious effect on the reputation of the U.S. and the sanctity of assets held in the U.S. banking system. The freezing of Russian foreign exchange reserves acted as a "seismic structural catalyst" for the global gold market, permanently altering how central banks view sovereign reserves. By proving that U.S. dollar and Euro assets held offshore could be frozen overnight due to geopolitical shifts, the G7 sanctions triggered a historic "de-dollarization" scramble into physical gold. Every few years since 2001, there has been a series of events that, against the test of time, have proven to be serious policy blunders, with most of them seemingly self-inflicted. Looking back to February, pressure on the U.S. by Israeli politicians coerced the U.S. into attacking Iran with three primary objectives: regime change, handover of enriched uranium, and control of the Strait of Hormuz. To date, none of these objectives have been met yet the cost since February is now approaching $113 billion. Furthermore, with oil prices now again through the century mark (US$100/bbl.), consumer prices are rising across the board with record highs seen recently in corn, rough rice, copper, zinc, and diesel fuel. All of this is having an unexpected consequence on the cost of borrowing, with the yield on the U.S. 10-year bond moving through 5% earlier today, throwing considerable pressure on the cost of mortgages for would-be homeowners. In this manner, it was an ill-fated decision to flex American military muscle that has actually backfired in the direction of the mid-term elections, as President Trump's approval ratings have just hit a record low for both terms at 36%. In other words, if an election were tomorrow, it is unlikely that Republicans would retain control of either the House or the Senate. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202691490958_Picture3.png" alt="" width="624" height="570" /> With this many crosscurrents wreaking havoc on markets, it is no wonder that the U.S. 10-year yield is now threatening to move above 5%, as it did Friday morning very briefly. What is surprising is how the S&P 500 remains a mere 2% from its record high from last August 13. With September now nearly half-over, stocks have been historically weak up until around the middle to the third week of October, and while there have been notorious crashes such as October 1929 and October 1987, they typically get followed by year-end rallies, many of which have been immensely robust. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202691491038_Picture4.png" alt="" width="624" height="472" /> The one trade that has remained suppressed all year has been the volatility trade with the CBOE Volatility Index (VIX:US) locked in a downtrend drawn off the early March peak above 35. Pro traders just keep shorting the VIX:US every time it threatens to take off in order to keep markets at the very least stable going into the November midterms. Thus far, as unpredictable as he has seemed, President Trump has been a very "market-friendly" chief executive with a habit of judging his performance by the action in the NASDAQ or S&P. Traders could do a great deal worse than having Donald Trump in the White House, especially if a socialist Democrat gets the nod in 2028, and traders would prefer to see the Republicans retain control of Congress until then. That is why traders are trying to keep oil down and stocks up going into the midterms. They need everything to remain "status quo" until 2028. As for the metals, the month of August had the bulls chirping from the rooftops as every armchair technician on the planet was screeching "BREAKOUT" failing to realize that most bear market rallies tend to appear "foolproof" as they lure the masses back from the safety of the sidelines, inflicting once again lethal doses of FOMO as well as that little green man that jumps out of your left ear from time to time called "GREED". <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202691491103_Picture5.png" alt="" width="624" height="278" /> The rally off the late-July lows for the GLD:US was breathtaking and alluring, but it did the unthinkable, which only gold and silver can do with such narcotic intensity. Gold broke out above the "convergence zone" bordered by the 100-dma at $399.32 and the 200-dma at $415.94. The area in between those two lines is to be considered "stiff resistance," and it is doubly stiff now because of the breakout on August 20, where we got the 2-day close above the 200-dma and subsequent "chase" that propelled it to $430 before the rug got pulled with a vengeance. For the week ending September 11th, GLD:US is clinging onto the resistance just above the 100-dma by the skin of its teeth, so there is not a lot one can do. Luckily for me, I refrained from buying into the "sucker rally" that has seen me drawn and quartered numerous times in the past five decades. I told everyone that "just because you get the 2-day close, you do not chase the breakout". We waited for GLD:US to re-enter the "convergence zone" before even entertaining the notion of adding a leveraged gold trade to the list of holdings. Here we are, three full weeks since the "false breakout," and I still refuse to get lured into a beguiling trade. We have our gold juniors and our physical gold, but as to leveraged ETF's or calls on gold or silver, we are happily sidelined. The bigger story for me was the manner in which the color commentators over at CNBC tried in vain to knock Freeport-McMoRan Inc. (FCX:NYSE) CEO Kathleen R. Quirk off the throne with some pointed (and thoroughly biased) questions about the White House's refusal to commit to tariffs on copper imports triggering a 6% rout on Thursday. They tried to get her to acknowledge that the only reason copper was at record highs was fear of tariffs that was prompting hoarding amongst the big copper users. She was resolute in her replies, stating firmly that "copper is a very important commodity as we look toward the future". Appearing on the broadcast directly following reports of the White House pausing its copper tariff plan, Quirk addressed the ongoing price volatility by highlighting that "the long-term structural demand fundamentals remain entirely intact". Amen and Hallelujah to Ms. Quirk. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202691491130_Picture6.png" alt="" width="624" height="472" /> With the entire globe competing for AI supremacy and full domestic electrification, American tariff decisions are not going to alter long-range structural deficits one iota. Ergo, I remain bullish on copper and am looking to replace the leveraged long positions in FCX:US that I sold back in late August with it over $80. Since I still think September has more downside risk to the overall equity markets, a print in the sub-$70 zone will certainly have my undivided attention for my beloved Freeport-McMoRan Inc. The Canadian junior resource sector has been on the defensive all spring and summer since the blow-off top occurred in late January, with peaks in gold and silver, and of course, the temporary peak in copper. As can be seen from the chart of the TSX Venture Exchange, the juniors rallied in sympathy with the "BREAKOUT" narrative that permeated the Twitterverse and the Blogosphere all through August, but which reversed on a dime the moment the gold and silver rally ended on August 24. Since then, the TSXV has followed gold and silver down and should continue to consolidate well above the July lows until the metals can finally overcome that stubborn resistance that sits like a London fog above them. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202691491159_Picture7.png" alt="" width="624" height="570" /> From the perspective of seasonality, the junior resource space is slowly setting up for a rip-roaring end-of -year rally led by copper and zinc, who have been acting great in recent weeks, the copper blip on White House tariff news notwithstanding. It is my belief that we are in the early stages of a massive commodities supercycle geared almost solely to the AI buildout and global electrification. Energy, food, and base metals will remain in short supply for the balance of the decade. Furthermore, the old economic system called "Mercantilism" is back in vogue after forty years of "Globalization". Mercantilism was an economic system spawned from the 16th to the 18th century that stated that a nation's power depends directly on its wealth, specifically its supply of gold and silver, and it relies on several Core Principles, which are: <ul> <li>Bullionism: Wealth was measured in physical gold and silver (bullion). Governments tried to accumulate as much precious metal as possible within their borders.</li> </ul> <ul> <li>Favorable Balance of Trade: A country needed to export more goods than it imported. Selling more to other nations brought gold in; buying more sent gold out.</li> </ul> <ul> <li>Colonial Exploitation: Colonies existed solely to benefit the mother country. Colonies provided cheap raw materials and served as a captive market to buy finished manufactured goods.</li> </ul> <ul> <li>Protectionism and Tariffs: Governments imposed heavy taxes (tariffs) on foreign imports to stop people from buying goods made in rival countries.</li> </ul> <ul> <li>Monopolies and Charters: States granted exclusive trading rights to favored corporate monopolies, such as the British East India Company, to control specific trade routes.</li> </ul> Over the next several years, the hyper-globalization of the late 20th century — defined by free trade, open borders, and optimized global supply chains — will continue to run in reverse. Instead of prioritizing global economic efficiency and cheap consumer goods, national governments are pivoting toward national self-interest, state-driven industrial policy, and economic security. If managed correctly, resource-rich countries like Canada, Russia, Chile, and Argentina should prosper and excel, but there exists a very large caveat in the word "IF". <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Michael Ballanger: I, or members of my immediate household or family, own securities of: GLD and Freeport McMoRan Inc. My company has a financial relationship with: None. My company has purchased stocks mentioned in this article for my management clients: None. I determined which companies would be included in this article based on my research and understanding of the sector.</li> <li>Statements and opinions expressed are the opinions of the author and not of Streetwise Reports, Street Smart, or their officers. The author is wholly responsible for the accuracy of the statements. Streetwise Reports was not paid by the author to publish or syndicate this article. Streetwise Reports requires contributing authors to disclose any shareholdings in, or economic relationships with, companies that they write about. Any disclosures from the author can be found below. Streetwise Reports relies upon the authors to accurately provide this information and Streetwise Reports has no means of verifying its accuracy. </li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting" target="_blank" rel="noopener">here.</a> Michael Ballanger Disclosures This letter makes no guarantee or warranty on the accuracy or completeness of the data provided. Nothing contained herein is intended or shall be deemed to be investment advice, implied or otherwise. This letter represents my views and replicates trades that I am making but nothing more than that. Always consult your registered advisor to assist you with your investments. I accept no liability for any loss arising from the use of the data contained on this letter. Options and junior mining stocks contain a high level of risk that may result in the loss of part or all invested capital and therefore are suitable for experienced and professional investors and traders only. One should be familiar with the risks involved in junior mining and options trading and we recommend consulting a financial adviser if you feel you do not understand the risks involved.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32530"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32530" width="0" height="0"> ( Companies Mentioned: FCX:NYSE, ) Mon, 14 Sep 2026 00:00:00 PST Element One Hydrogen Raises CA$700K for BC Natural Hydrogen Work https://www.streetwisereports.com/article/2026/09/11/element-one-hydrogen-raises-ca-700k-for-bc-natural-hydrogen-work.html Source: <a href="https://www.streetwisereports.com/article/2026/09/11/element-one-hydrogen-raises-ca-700k-for-bc-natural-hydrogen-work.html?utm_medium=feed">Streetwise Reports 09/11/2026</a> Element One Hydrogen boosts its financing to CA$700K while advancing a dual strategy of natural hydrogen exploration in British Columbia and Alaska, plus lab research on stimulated hydrogen generation.<a href="https://www.streetwisereports.com/pub/co/11547?utm_medium=feed" target="_blank" rel="noopener">Element One Hydrogen & Critical Minerals Corp. (EONE:CSE)</a> increased its LIFE private placement to 7 million units, or CA$700,000 in gross proceeds, and closed the first tranche of 3.5 million units, <a href="https://www.stockwatch.com/News/Item/Z-C!EONE-3862145/C/EONE" target="_blank" rel="noopener">according to a recent press release</a>. The move supplies immediate capital for the company's two-track natural hydrogen program in British Columbia and Alaska. Retail investors often look for early positioning in emerging energy themes. Natural hydrogen, also called geologic hydrogen, forms underground through geological processes rather than industrial manufacturing. The financing gives Element One the resources to begin evaluating source rocks, migration routes, reservoirs, and trap structures while laboratory work on hydrogen stimulation continues in parallel. <h2 style="text-align: center;">Why the Dual-Track Approach Stands Out</h2> Element One is combining traditional exploration for naturally trapped hydrogen with research into technology that can accelerate hydrogen generation from iron-rich rock. The first path searches for accumulations that may be produced with methods similar to conventional drilling. The second path studies whether water-rock reactions known as serpentinization can be sped up in real time to produce hydrogen on demand. This combination is designed to reduce reliance on any single development path for the broader natural hydrogen sector. <a href="https://www.stockwatch.com/News/Item/Z-C!EONE-3862145/C/EONE" target="_blank" rel="noopener">A dual-pathway strategy</a> was outlined in the September announcement, which also detailed the increased private placement. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Element One increased its LIFE private placement to CA$700,000 as it advances field evaluation in British Columbia and Alaska and continues laboratory research.</li> <li>The company is testing two complementary routes to natural hydrogen: locating trapped accumulations and stimulating generation from iron-rich rock.</li> <li>Laboratory agreements with Stone to H2 Inc. and Columbia University are examining hydrogen stimulation and the potential co-recovery of critical minerals such as magnesium and nickel.</li> <li>Element One maintains a parallel magnesium and critical minerals program that targets domestic supply opportunities in North America.</li> <li>Next steps include scoping pilot-scale testing with Revora and evaluating a potential Washington State demonstration facility.</li> </ul> <h2 style="text-align: center;">Exploration Focus in British Columbia and Alaska</h2> Element One plans to assess prospective areas in British Columbia and Alaska for hydrogen-generating source rocks, migration pathways, potential reservoirs, and geological seals. These regions contain ultramafic rock types that can host the water-rock reactions capable of producing hydrogen. The company's mission includes building an integrated platform that spans exploration, technology, and critical-mineral recovery. <h2 style="text-align: center;">Laboratory Research on Stimulation Technology</h2> Through its sponsored research with Columbia University and agreement with Stone to H2 Inc., Element One is studying whether iron-rich rocks can support accelerated hydrogen generation while also allowing recovery of magnesium and nickel. The work examines the feasibility of generating hydrogen in real time by accelerating naturally occurring water-rock reactions. <h2 style="text-align: center;">Sector Context and Market Interest</h2> Industry observers note that natural hydrogen could complement portions of the current energy supply. <a href="https://royalsociety.org/news/2025/06/natural-hydrogen/" target="_blank" rel="noopener">The Royal Society quoted Professor Barbara Sherwood Lollar CC, FRS, as saying</a> that hydrogen already supports a large global industry and that geologic sources may offer a low-cost, low-carbon addition. <a href="https://fuelcellsworks.com/2026/02/26/education/how-natural-hydrogen-hiding-deep-in-the-earth-could-serve-as-a-new-energy-source" target="_blank" rel="noopener">Fuel Cells Works</a> said that global demand could rise sharply by mid-century. <a href="https://www.sciencedirect.com/science/article/abs/pii/S0360319925026655?via%3Dihub" target="_blank" rel="noopener">A scientific research paper by Arnout JW. Everts, Jos Bonnie, and Ramon Loosveld for The International Journal of Hydrogen Energy</a> asserted that demand could expand beyond traditional industrial users into transportation and distributed energy applications. <h2 style="text-align: center;">Magnesium and Critical Minerals Opportunity</h2> Element One's portfolio also includes magnesium exploration. Magnesium is designated a critical mineral by both the United States and Canada and is used in aerospace, automotive, defense, and battery applications. <a href="https://www.snsinsider.com/reports/magnesium-metal-market-9078" target="_blank" rel="noopener">SNS Insider</a> valued the magnesium market at US$5.60 billion in 2025 and projected growth to US$9.52 billion by 2035. Domestic production could reduce reliance on imports. <h2 style="text-align: center;">Planned Next Steps and Milestones</h2> <a href="https://e1-h2.com/wp-content/uploads/2026/02/Element-One-Deck-January-2026-Canaccord-Presentation.pdf" target="_blank" rel="noopener">Element One's investor presentation</a> outlines upcoming work across acquisitions, technology development, and project advancement. Over the coming months, the company intends to finalize the scope of pilot-scale testing for its magnesium and critical minerals project and to continue preliminary evaluation of a potential Washington State demonstration facility, including permitting and infrastructure considerations. [OWNERSHIP_CHART-11547] <h2 style="text-align: center;">Share Structure and Capital Position1</h2> Element One Hydrogen & Critical Minerals Corp. has a market capitalization of approximately CA$3.41 million based on 62.04 million shares outstanding. The 52-week trading range is CA$0.055 to CA$0.315. Strategic investors hold 8.97 percent, management and insiders hold 7.81 percent, and retail shareholders hold the remaining 83.22 percent. The expanded LIFE private placement of 7 million units at CA$0.10 per unit, with the first tranche of 3.5 million units already closed, provides near-term working capital while the company advances its exploration and technology programs. <h2 style="text-align: center;">Common Questions from Investors</h2> Q: What two approaches is Element One using for natural hydrogen? A: The company is exploring for naturally accumulated hydrogen and researching technology to stimulate hydrogen generation from iron-rich rock through accelerated serpentinization reactions. Q: Where is Element One conducting its initial field work? A: Evaluation is focused on areas of interest in British Columbia and Alaska to identify source rocks, migration pathways, reservoirs, and geological traps. Q: How does the financing support the company's plans? A: The private placement provides additional capital as the company advances its laboratory research, field evaluation, and development plans. Q: What other minerals is Element One targeting? A: In addition to hydrogen, Element One is advancing magnesium and other critical mineral recovery opportunities that align with North American efforts to strengthen domestic and allied supply chains. [SMNLINSERT]Important Disclosures:<ol> <li>Element One Hydrogen & Critical Minerals Corp. is a billboard sponsor of Streetwise Reports. The company pays a monthly sponsorship fee of US$3,000–US$6,000 for banner advertising and an enhanced company profile page. Streetwise Reports’ editorial content is fully independent and is not influenced by sponsorship. In addition, Element One Hydrogen & Critical Minerals Corp. has a consulting relationship with Street Smart an affiliate of Streetwise Reports. Street Smart Clients pay a monthly consulting fee between US$8,000 and US$20,000.</li> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Element One Hydrogen & Critical Minerals Corp.</li> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee. </li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32512"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32512" width="0" height="0"> ( Companies Mentioned: EONE:CSE, ) Fri, 11 Sep 2026 00:00:00 PST Element One Advances Natural Hydrogen Exploration and Generation Technology https://www.streetwisereports.com/article/2026/09/10/element-one-advances-natural-hydrogen-exploration-and-generation-technology.html Source: <a href="https://www.streetwisereports.com/article/2026/09/10/element-one-advances-natural-hydrogen-exploration-and-generation-technology.html?utm_medium=feed">Streetwise Reports 09/11/2026</a> Element One Hydrogen & Critical Minerals Corp. (EONE:CSE) advances a natural hydrogen strategy combining exploration for underground hydrogen with technology to stimulate hydrogen generation from rock.<h2 style="text-align: center;">Key Takeaways</h2> <ul> <li>Element One is pursuing both natural hydrogen exploration and technology to stimulate hydrogen generation from iron-rich rock.</li> <li>The company intends to evaluate hydrogen-generating source rocks, migration pathways, potential reservoirs, and geological traps and seals in British Columbia and Alaska.</li> <li>Element One is conducting laboratory research on geologic hydrogen stimulation and critical mineral recovery.</li> <li>The company increased its LIFE private placement to 7 million units at CA$0.10 per unit for potential gross proceeds of CA$700,000.</li> <li>Element One is also pursuing magnesium and critical minerals opportunities alongside its natural hydrogen strategy.</li> </ul> <h2 style="text-align: center;">Exploration Targets Underground Hydrogen Systems</h2> On September 10, 2026, <a href="https://www.streetwisereports.com/pub/co/11547?utm_medium=feed" target="_blank" rel="noopener">Element One Hydrogen & Critical Minerals Corp. (EONE:CSE)</a> provided <a href="https://www.stockwatch.com/News/Item/Z-C!EONE-3862145/C/EONE" target="_blank" rel="noopener">a dual-pathway strategy</a> for pursuing opportunities in the emerging natural hydrogen market, combining exploration for naturally accumulated hydrogen with research into technology to stimulate hydrogen generation from iron-rich rock. The company is pursuing two complementary approaches: <ul> <li>Exploration for naturally accumulated hydrogen that may have migrated through the subsurface and become trapped in geological formations that could be extracted using methods similar to traditional oil and gas drilling; and</li> <li>Stimulation of hydrogen generation from iron-rich hard rock, using technology intended to accelerate in real time naturally occurring water-rock reactions known as serpentinization.</li> </ul> Element One hopes to apply its exploration approach to areas of interest in British Columbia and Alaska to test hydrogen-generating source rocks, migration pathways, potential reservoirs, and geological traps and seals. The company is also conducting laboratory research into geologic hydrogen stimulation through its agreement with Stone to H2 Inc. and sponsored research relationship with Columbia University. The research is examining whether iron-rich rocks can support hydrogen generation alongside the recovery of minerals such as magnesium and nickel. "Our strategy is not dependent on a single theory of how the natural hydrogen industry will develop," commented Brad Kitchen, CEO and President of Element One. "We are advancing the tools required to search for accumulated hydrogen while also supporting the development of technology intended to generate hydrogen directly from reactive hard-rock systems." Kitchen continued, saying: "We believe this dual approach is one of Element One's most important competitive advantages. It gives our shareholders exposure to both sides of the emerging natural hydrogen opportunity-exploration and technology-while creating the potential to recover valuable critical minerals from the same geological systems." In other news, Element One increased its previously announced LIFE private placement to 7 million units at CA$0.10 per unit, for potential gross proceeds of CA$700,000. The first tranche has closed at 3.5 million units, with each unit consisting of one common share and one warrant exercisable at CA$0.20 per share for 36 months from the date that is 61 days following the closing date of the LIFE offering. As a company, Element One is dedicated to developing an integrated natural hydrogen strategy and growing a portfolio of critical minerals exploration opportunities in both British Columbia and the U.S. Kitchen referred to the company's <a href="https://www.streetwisereports.com/article/2026/08/12/element-one-advances-natural-hydrogen-and-magnesium-development-plans.html?utm_medium=feed" target="_blank" rel="noopener">mission</a>, saying: "We are developing an integrated platform spanning natural hydrogen exploration, proprietary hydrogen-generation technology, domestic magnesium feedstock, and innovative critical-minerals recovery technology." <h2 style="text-align: center;">Natural Hydrogen Gains Attention as a Potential Energy Source</h2> As a clean energy alternative, natural hydrogen could have the potential to replace or supplement oil and gas. In a conversation with Element One CEO Brad Kitchen on April 14, 2026, Kitchen told Streetwise Reports that natural hydrogen could be produced using their proprietary process for a fraction of the cost of oil and gas. When given the example of US$4.20 per gallon of gas, Kitchen asserted that the same amount of energy could potentially be produced through natural hydrogen for less than US$1. If the product can be gathered and processed on location, which Kitchen seems optimistic about, independent energy could be generated to run mines in remote places or provide rural communities with energy at a much lower cost. Due to the abundance of ultramafic rocks, which Kitchen said make up about 7% of the Earth, and the carbon-friendly nature of getting natural hydrogen, "There comes a point where it would make more sense to run the world on hydrogen than on oil and gas," Kitchen said. "We're really the leading edge in this technology, and the big thing is it's not some brand-new discovery. It's simply creating natural hydrogen in real time." In June of 2025, reports were already coming out about the potential future of natural hydrogen. <a href="https://royalsociety.org/news/2025/06/natural-hydrogen/" target="_blank" rel="noopener">The Royal Society quoted Professor Barbara Sherwood Lollar CC, FRS, as saying</a>, "Hydrogen is already a US$135 billion industry and is a key component in critical industries such as fertilizer production. As the world searches for cleaner energy options, natural hydrogen could also offer a low-cost, low-carbon addition to our toolkit." Emerging technologies are making hydrogen a viable fuel for cars, planes, ships, and factories. Hydrogen demand around the world is projected to grow from around 90 million metric tons in 2022 to more than 500 million metric tons by 2050," <a href="https://fuelcellsworks.com/2026/02/26/education/how-natural-hydrogen-hiding-deep-in-the-earth-could-serve-as-a-new-energy-source" target="_blank" rel="noopener">said Fuel Cells Works</a>. Fuel Cells Works reported that the U.S. Geological Survey estimates there could be more than 5 trillion metric tons of geological hydrogen underground around the world. But only a small fraction of that is estimated to be recoverable, both technically and in terms of reasonable costs. However, even 2% of that total would be more than all proven natural gas reserves on the planet and enough to meet projected demand for the next 200 years, even accounting for increased consumption. In terms of price, Fuel Cells Works argued that the cost could be well worth the rewards: "Because geological processes already performed the production work, early estimates suggest that extraction costs could be one‑tenth the production costs for other traditional hydrogen generation techniques — or possibly even less than that." The scope for hydrogen uses and demands has the potential to expand into both commercial and private consumer industries. "At present, hydrogen demand is mostly from large industrial facilities like petroleum refineries and ammonia plants. Decarbonization efforts could create hydrogen demand from other large industrial buyers but also from smaller, local hydrogen-offtake ventures like vehicle fueling hubs," <a href="https://www.sciencedirect.com/science/article/abs/pii/S0360319925026655?via%3Dihub" target="_blank" rel="noopener">asserted a scientific research paper by Arnout JW. Everts, Jos Bonnie, and Ramon Loosveld for The International Journal of Hydrogen Energy</a> in June 2025. The other half of Element One's portfolio consists of magnesium exploration and production. Domestically, "Magnesium is designated as a critical mineral by both the United States and Canada and is essential for aerospace, automotive, defense, aluminum alloys, batteries, and lightweight manufacturing. North America currently imports an overwhelming majority of its magnesium supply, creating a strategic opportunity for domestic production." The magnesium metals market is segmented, including products like magnesium alloys, magnesium compounds, pure magnesium, etc. According to a June 1, 2026, report by <a href="https://www.snsinsider.com/reports/magnesium-metal-market-9078" target="_blank" rel="noopener">SNS Insider</a>, the magnesium market was valued at US$5.60 billion in 2025 and is expected to reach US$9.52 billion by 2035. [OWNERSHIP_CHART-11547] <h2 style="text-align: center;">Pilot Testing and Demonstration Plans Ahead</h2> <a href="https://e1-h2.com/wp-content/uploads/2026/02/Element-One-Deck-January-2026-Canaccord-Presentation.pdf" target="_blank" rel="noopener">Element One's investor presentation</a> breaks down the company's next steps into three categories: targeting acquisitions, technologies, and development. The presentation outlines the company's acquisition strategy as follows: "research into prospective areas in the continental U.S. outside of the Midcontinental hot spot, inspecting geologically modeled highly prospective areas near established oil and gas infrastructure, and assessing land acquisition and leasing costs." Over the next few months, Element One plans to finalize the scope of pilot-scale testing for its magnesium and critical minerals project with Revora, as well as continue preliminary evaluation of the proposed Washington State demonstration facility, including engineering requirements, infrastructure, feedstock logistics, permitting considerations, capital requirements, and potential production scenarios. <h2 style="text-align: center;">Ownership & Share Information1</h2> Element One Hydrogen & Critical Minerals Corp. has a market cap of approximately CA$3.41 million, with 62.04 million shares outstanding. The company's 52-week range is approximately CA$0.055-CA$0.315. Strategic Investors own 8.97% of shares, while Management & Insiders own 7.81%. The remaining 83.22% of shares are Retail. <h2 style="text-align: center;">Frequently Asked Questions</h2> Q: What is Element One's natural hydrogen strategy? A: Element One is pursuing two approaches: exploring for naturally accumulated hydrogen and researching technology designed to stimulate hydrogen generation from iron-rich rock. Q: Where is Element One exploring for natural hydrogen? A: The company is evaluating areas of interest in British Columbia and Alaska, including potential hydrogen-generating source rocks, migration pathways, reservoirs, and geological traps. Q: What is Element One researching with Stone to H2 and Columbia University? A: The research is examining whether iron-rich rocks can be used to generate hydrogen through accelerated water-rock reactions while potentially recovering minerals such as magnesium and nickel. Q: What is Element One's latest financing? A: Element One increased its LIFE private placement to 7 million units at CA$0.10 per unit for potential gross proceeds of CA$700,000. The first tranche consisted of 3.5 million units. Q: What are the next catalysts for Element One? A: Upcoming work includes evaluating potential U.S. natural hydrogen opportunities, advancing pilot-scale testing for its magnesium and critical minerals project with Revora, and evaluating a potential Washington State demonstration facility. Q: What other critical minerals is Element One pursuing? A: In addition to natural hydrogen, Element One is developing opportunities involving magnesium and other critical-mineral recovery technologies. Q: What is natural hydrogen? A: Natural hydrogen, also called geological or geologic hydrogen, is hydrogen that forms naturally underground through geological processes rather than being produced through industrial methods. Q: How is natural hydrogen formed? A: One mechanism involves water reacting with iron-rich rocks in a process known as serpentinization. These reactions can generate hydrogen as well as alter the surrounding minerals. Q: What is serpentinization? A: Serpentinization is a water-rock reaction in which certain iron- and magnesium-rich rocks, particularly ultramafic rocks, are chemically altered. Hydrogen can be produced as part of the process. Q: What is geologic hydrogen exploration? A: Geologic hydrogen exploration involves identifying geological settings where hydrogen may have been generated, migrated, and accumulated underground, using techniques similar in some respects to conventional oil and gas exploration. Q: Why is natural hydrogen attracting interest? A: Natural hydrogen is being investigated as a potential low-carbon energy source because geological processes can generate hydrogen underground, potentially reducing the need for some energy-intensive industrial production methods. Q: What is magnesium used for? A: Magnesium is used in applications including aerospace, automotive manufacturing, defense, aluminum alloys, batteries, and lightweight materials. It is designated as a critical mineral by both the United States and Canada. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Element One Hydrogen & Critical Minerals Corp. is a billboard sponsor of Streetwise Reports. The company pays a monthly sponsorship fee of US$3,000–US$6,000 for banner advertising and an enhanced company profile page. Streetwise Reports’ editorial content is fully independent and is not influenced by sponsorship. In addition, Element One Hydrogen & Critical Minerals Corp. has a consulting relationship with Street Smart an affiliate of Streetwise Reports. Street Smart Clients pay a monthly consulting fee between US$8,000 and US$20,000.</li> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Element One Hydrogen & Critical Minerals Corp.</li> <li>Cori Fisher wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee. </li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32507"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32507" width="0" height="0"> ( Companies Mentioned: EONE:CSE, ) Fri, 11 Sep 2026 00:00:00 PST Lithium Project Locks In 71% of Capital Budget at 16% Below Feasibility Estimate https://www.streetwisereports.com/article/2026/09/14/lithium-project-locks-in-71-of-capital-budget-at-16-below-feasibility-estimate.html Source: <a href="https://www.streetwisereports.com/article/2026/09/14/lithium-project-locks-in-71-of-capital-budget-at-16-below-feasibility-estimate.html?utm_medium=feed">Streetwise Reports 09/14/2026</a> Atlas Lithium Corp. (ATLX:NASDAQ) said it executed contracts and firm agreements now cover approximately 71% of direct CAPEX for its 100%-owned Neves Project, with contracted costs approximately 16% below the corresponding DFS budget.<a href="https://www.streetwisereports.com/pub/co/11040?utm_medium=feed" target="_blank" rel="noopener">Atlas Lithium Corp. (ATLX:NASDAQ)</a> announced <a href="https://www.atlas-lithium.com/news/atlas-lithium-materially-de-risks-neves-project-with-71-of-direct-capital-budget-already-contracted/" target="_blank" rel="noopener">on September 9 that approximately 71% of the direct capital expenditures for its 100%-owned Neves Project are now supported by executed contracts and firm agreements with selected execution partners</a>. The company said the contracted costs are approximately 16% below the corresponding budget in its Definitive Feasibility Study. The contracted scope covers earthworks and civil construction, electromechanical assembly of the Dense Media Separation plant, the crushing system and spare-parts supply, electrical infrastructure, detailed engineering, construction management and supervision, construction of administrative and operational buildings, and in-country logistics for the processing plant in Brazil. According to Atlas Lithium, each award followed a competitive procurement process evaluating technical experience, proven performance, quality, and cost efficiency, and was finalized at or below DFS budget levels. The company's corporate presentation listed direct capital expenditures of US$57.56 million for the Neves Project. The largest components were US$12.15 million for DMS plant installation, US$9.45 million for earthworks, US$6.90 million for mining, US$6.89 million for the crushing area, and US$6.25 million for civil works. Atlas Lithium also cited lithium market information reported by Albemarle Corporation during its August 6 second-quarter earnings call. According to the announcement, Albemarle reported that global lithium consumption grew 45% year over year through May 2026, while new supply additions lagged because of limited spodumene availability, disruptions to African shipments, and a slower-than-expected ramp-up of Chinese lepidolite mines. Albemarle also reported lithium carbonate inventories across the converter and cathode supply chain at under three weeks, while stationary storage battery production nearly doubled year over year and was expected to represent approximately 30% of 2026 global lithium demand. EV sales growth reaccelerated to 16% in the second quarter, according to the information cited by Atlas Lithium. "Locking in more than 70% of our direct capital budget-and doing so below our feasibility study estimates-reflects disciplined project implementation," <a href="https://www.atlas-lithium.com/news/atlas-lithium-materially-de-risks-neves-project-with-71-of-direct-capital-budget-already-contracted/" target="_blank" rel="noopener">Chairman and CEO Marc Fogassa commented in the news release</a>. "Against a backdrop of accelerating demand and inventories near record lows, our 100%-owned Neves Project is fully permitted, our processing plant is already in Brazil, ready for assembly, and our key execution partners are contracted at or below budget." <h2 style="text-align: center;">Lithium Demand and Supply Dynamics Shape the Market</h2> <a href="https://www.indexbox.io/blog/lithium-frits-market-growth-to-accelerate-by-2035-on-mlcc-demand-and-lead-free-formulation-shift/" target="_blank" rel="noopener">According to a September 9 report from IndexBox</a>, the global lithium frits market entered the year with "broader demand fundamentals, more disciplined procurement behavior, and a more regionally diversified supply architecture." The report said lithium-based frits were used as fluxing agents in dielectric and electrode formulations for multilayer ceramic capacitors, while the shift away from lead in ceramic glazes and enamels had broadened the application base for lithium-rich formulations. Asia-Pacific accounted for roughly 55% to 65% of global lithium frits demand, while Europe and North America relied on imports for high-purity electronic-grade frits. IndexBox also identified lithium carbonate pricing as a significant component of the lithium frits supply chain. Lithium carbonate represented 35% to 45% of frit production costs and had experienced annual price swings exceeding 40% between 2020 and 2025. Buyers had responded with multi-sourcing strategies and index-linked contracts, while long-term supply agreements of 12 to 24 months had become standard for high-volume OEM buyers and covered roughly 60% of traded volume. The report said supply-side conditions had been shaped by the concentration of lithium refining and frit manufacturing in a limited number of companies and regions, which had created "vulnerability to disruptions at major Chinese lithium carbonate plants." <a href="https://news.metal.com/newscontent/104108429-lithium-carbonate-market-weekly-summary-spot-lithium-carbonate-prices-drifted-lower-during-sep-7-10-smm-weekly-review" target="_blank" rel="noopener">Shanghai Metals Market reported on September 10 that spot lithium carbonate prices had "drifted lower" during the September 7 to September 10 period</a>, while market inquiries and actual transactions remained relatively active. Downstream material plants were in the September-October pre-stockpiling period and had adopted a dip-buying strategy, with strong purchasing and stockpiling interest near 140,000 yuan per metric ton. Upstream lithium chemical plants, meanwhile, had increasingly held spot order prices firm and limited sales as prices moved lower. SMM also reported that China's lithium carbonate production had gradually increased as spodumene-based lithium chemical plants resumed production following maintenance and raw materials arrived at ports. Chilean lithium carbonate exports totaled 24,100 metric tons in August, up 3.07% month over month and 42.48% year over year, while exports to China totaled 14,261 metric tons, down 5.25% month over month but up 9.85% year over year. According to SMM, downstream participants had been "actively buying the dip," while traders experienced significant inventory destocking. <a href="https://tradingeconomics.com/commodity/lithium" target="_blank" rel="noopener">Trading Economics reported on September 10 that lithium carbonate was at CNY 144,750 per metric ton,</a> down 0.69% for the day and unchanged for the month, but 98.70% higher year over year. The service based its lithium pricing on spot prices for 99.5% minimum battery-grade lithium carbonate traded in China. Its market summary said prices had recently moved lower amid expectations for increased Australian production and continued supply uncertainty in China, while disruption at a major Chinese lithium mine had limited the pullback. <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="11btw8z" data-start="238" data-end="303">Analyst Reiterates Buy Rating Following Latest Project Update</h2> H.C. Wainwright & Co. analyst Heiko F. Ihle reiterated his "Buy" rating on Atlas Lithium in a September 10 research note while lowering his price target to US$11.50 from US$12.50. Ihle cited the company's September 9 announcement that approximately 71% of direct capital expenditures for the Neves Project were covered by contracts that came in approximately 16% below the DFS budget. "In short, we view this as a clear demonstration of management execution, thereby further reinforcing our confidence in the team," Ihle wrote. The analyst said the revised price target primarily reflected a change in H.C. Wainwright's modeled timing for first production to the first quarter of 2028, compared with the second quarter of 2027 previously, with first commissioning beginning in the fourth quarter of 2027. The firm also accounted for slight dilution and the project's initial seven-year mine life in its revised model. <h2 style="text-align: center;">Contracted Work and Project Development Steps</h2> The company's presentation provided additional details on the Neves Project's development program as of that date. It listed the project's installation license for the plant, and Anitta 2 Pit, mining concession, water use right, authorization for vegetation clearance, and expansion environmental license as granted. The presentation also stated that the fully paid DMS lithium processing plant had already been delivered to Brazil and was ready for assembly at the permitted site. The development timeline in the July presentation included a pre-construction phase followed by engineering and early works, procurement, and construction. Construction activities were divided into earthworks and civil works, electromechanical assembly, main offices, and auxiliary structures. The timeline separately included pre-stripping, commissioning, and commercial production. The project's processing plan uses a two-stage DMS circuit with primary and secondary separators. The presentation listed a final spodumene concentrate grade of 5.5% Li2O and annual production capacity of approximately 150,000 tons, with concentrate shipped directly to port and 100% dry processing. The DFS metrics presented in July included average annual SC5.5 production of 146,000 tons, average annual plant throughput of 1.1 million tons, and an initial mine life of 6.5 years. Life-of-mine ore processed was listed at 7.253 million tons with an average Li2O grade of 1.17%. [OWNERSHIP_CHART-11040] Beyond Neves development, the July presentation identified regional expansion work at Atlas Lithium's 100%-owned Salinas Project and an additional regional expansion target at the Clear Project. At Salinas, the presentation stated that initial drill holes were positive for near-surface mineralization based on UV testing and geochemistry. <h2 style="text-align: center;">Ownership & Share Information1</h2> Atlas Lithium Corp. has a market cap of approximately US$95 million, with about 30.10 million shares outstanding. The company's 52-week range is approximately US$2.55-US$8.25. Institutions own 10% of shares, while Insiders & Management own 23%. Strategic Investors own 7% of shares, and the remaining 60% of shares are held by Retail. <h2 style="text-align: center;">Frequently Asked Questions</h2> What is Atlas Lithium Corporation? Atlas Lithium Corporation is advancing its 100%-owned Neves lithium project in Brazil. The project has a Definitive Feasibility Study and a DMS lithium processing plant that has already been delivered to Brazil and is ready for assembly at the permitted site. What is the latest news from Atlas Lithium and the Neves lithium project? Atlas Lithium announced that approximately 71% of the Neves Project's direct capital expenditures outlined in its DFS were supported by executed contracts and firm agreements with selected execution partners. The company said the aggregate contracted costs were approximately 16% below the corresponding DFS budget. How much will the Atlas Lithium Neves Project cost to build? The July corporate presentation listed direct capital expenditures of approximately US$57.56 million. Major components included US$12.15 million for DMS plant installation, US$9.45 million for earthworks, US$6.90 million for mining, US$6.89 million for the crushing area, and US$6.25 million for civil works. How much of the Neves Project capital budget has Atlas Lithium already contracted? Approximately 71% of the project's direct CAPEX was supported by executed contracts and firm agreements as of the September 9 announcement. Atlas Lithium said those contracted costs were approximately 16% below the corresponding DFS budget. What work has Atlas Lithium contracted for the Neves lithium project? The contracted scope included earthworks and civil construction, electromechanical assembly of the DMS plant, the crushing system and spare-parts supply, electrical infrastructure, detailed engineering, construction management and supervision, administrative and operational buildings, and in-country logistics for the processing plant in Brazil. Is the Atlas Lithium Neves Project fully permitted? Atlas Lithium Chairman and CEO Marc Fogassa stated in the September 9 announcement that the 100%-owned Neves Project was fully permitted. The company's July presentation listed the installation license for the plant, and Anitta 2 Pit, mining concession, water use right, authorization for vegetation clearance, and expansion environmental license as granted. Is Atlas Lithium's lithium processing plant already in Brazil? Yes. Atlas Lithium's July presentation stated that its fully paid DMS lithium processing plant had already been delivered to Brazil and was ready for assembly at the permitted site. How much lithium could the Neves Project produce? The July presentation listed the average annual SC5.5 production of 146,000 tons in the DFS. The DMS processing flowsheet identified approximately 150,000 tons of annual production capacity for spodumene concentrate grading 5.5% Li2O. What is the expected mine life of the Neves lithium project? The DFS metrics presented by Atlas Lithium listed an initial mine life of 6.5 years, with 7.253 million tons of life-of-mine ore processed and an average Li2O grade of 1.17%. What are the next development steps for the Neves Project? Atlas Lithium's July development timeline identified engineering and early works, procurement and construction, including earthworks and civil works, electromechanical assembly, main offices, and auxiliary structures. The timeline also included pre-stripping, commissioning, and commercial production. What is happening with lithium carbonate prices in September? Trading Economics reported on September 10 that battery-grade lithium carbonate traded in China stood at CNY 144,750 per metric ton. That represented a 0.69% daily decline, no change over the month, and a 98.70% increase year over year. What did H.C. Wainwright say about Atlas Lithium stock? H.C. Wainwright & Co. analyst Heiko F. Ihle reiterated a "Buy" rating on Atlas Lithium in a June 29 research note and maintained a US$12.50 price target. Ihle cited receipt of the Neves Project expansion permit, which he described as clearing what the firm viewed as one of the company's largest remaining hurdles before first production. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Atlas Lithium is a billboard sponsor of Streetwise Reports. The company pays a monthly sponsorship fee of US$3,000–US$6,000 for banner advertising and an enhanced company profile page. Streetwise Reports’ editorial content is fully independent and is not influenced by sponsorship.</li> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Atlas Lithium.</li> <li>James Guttman wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee. </li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32492"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32492" width="0" height="0"> ( Companies Mentioned: ATLX:NASDAQ, ) Mon, 14 Sep 2026 00:00:00 PST Venezuela Deals Lift Chevron Output Target to 600,000 Bpd https://www.streetwisereports.com/article/2026/09/09/venezuela-deals-lift-chevron-output-target-to-600-000-bpd.html Source: <a href="https://www.streetwisereports.com/article/2026/09/09/venezuela-deals-lift-chevron-output-target-to-600-000-bpd.html?utm_medium=feed">Streetwise Reports 09/09/2026</a> Chevron expands Venezuela joint ventures with updated terms and new Orinoco acreage. Plans call for over $7 billion in investment and production doubling to 600,000 barrels per day at costs below $20 per barrel.Chevron Corp. (CVX:NYSE; CVX:TSX) announced <a href="https://www.chevron.com/newsroom/2026/q3/chevron-expands-position-in-venezuela" target="_blank" rel="noopener">agreements with Venezuela establishing updated terms for its joint ventures in the country, including provisions covering fiscal, commercial, and legal terms and the assignment of additional acreage in the Orinoco Belt.</a> The move sets the stage for more than US$7 billion in new spending and production growth to roughly 600,000 barrels per day. <h2 style="text-align: center;">Why Venezuela News Matters for Investors Now</h2> <a href="https://www.bloomberg.com/news/articles/2026-09-07/latest-oil-market-news-and-analysis-for-sept-8" target="_blank" rel="noopener">Bloomberg reported on September 7 that Brent crude had approached US$100 per barrel,</a> while <a href="https://oilprice.com/Energy/Oil-Prices/Oil-Prices-Near-100-After-Fresh-Attacks-on-Saudi-Energy-Sites.html" target="_blank" rel="noopener">Oilprice.com reported early on September 8 that attacks on several Saudi energy facilities had caused fires</a>. <a href="https://www.thestreet.com/markets/opec-has-lost-control-of-the-oil-market" target="_blank" rel="noopener">Later on September 8, TheStreet reported that physical oil flows had become an increasingly important influence on the market even as OPEC+ continued setting production quotas. </a> <h2 style="text-align: center;">Chevron Low-Cost Position and Long-Term Advantage</h2> Chevron highlighted total costs below US$20 per barrel in Venezuela. The company has operated in the country since 1923 and now holds interests in three joint ventures that have already raised output 15 percent year to date. The new agreements add acreage and improve fiscal terms, giving Chevron a platform for low-cost growth inside its existing portfolio. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Chevron secured updated joint-venture terms and new Orinoco Belt acreage that support more than US$7 billion in spending over five years.</li> <li>Production targets call for a doubling to about 600,000 barrels per day at costs under US$20 per barrel.</li> <li>Oil prices near US$100 per barrel reflect Middle East supply risks that could favor established low-cost producers.</li> <li>Wall Street analysts recently lifted price targets, with a consensus of US$211.35 and a Moderate Buy rating.</li> <li>Chevron maintains a broad project pipeline across Guyana, the Permian, Australia, and new energies, with long-term annual capital spending planned at US$18 billion to US$21 billion and 2026 capital spending guided at US$18 billion to US$19 billion.</li> <li>Institutional investors hold more than 71 percent of shares, providing a stable ownership base.1</li> </ul> <h2 style="text-align: center;">Expanded Acreage and Joint-Venture Details</h2> Under the agreements, Petroindependencia, S.A., in which a Chevron subsidiary holds a 49 percent interest, received rights to develop the adjacent Carabobo 1 and Carabobo-2-South-A areas. An earlier April agreement raised Chevron's stake in Petroindependencia to 49 percent and assigned Ayacucho 8 to the Petropiar joint venture. The greenfield sites expand existing extra-heavy oil operations in the Orinoco Belt. <h2 style="text-align: center;">Broader Project Pipeline Across Upstream and New Energies</h2> <a href="https://www.chevron.com/investors/events-presentations" target="_blank" rel="noopener">Chevron's August 2026 investor presentation reaffirmed a long-term capital spending range of US$18 billion to US$21 billion annually over the next five years, while 2026 capital spending is guided at US$18 billion to US$19 billion.</a> In the Permian, the company listed more than 3,100 net locations with breakevens below US$50 per barrel. Guyana holds more than 11 billion barrels of gross resource with Uaru, Whiptail, and Hammerhead scheduled for start-up between 2026 and 2029. Additional milestones include Jansz-Io Compression in Australia for 2028 and Leviathan expansion in the Eastern Mediterranean by the end of the decade. In chemicals, the Ras Laffan and Golden Triangle projects remain on track for a 2027 start-up. New energy activity features the Destrehan Oilseed Processing Plant for 2026 and Project Kilby, which carries a 20-year power purchase agreement with Microsoft Corp. (MSFT:NASDAQ). The presentation described Kilby as a behind-the-meter multi-gigawatt project with capacity subject to final investment decision. <h2 style="text-align: center;">Analyst Views and Valuation Context</h2> <a href="https://www.marketbeat.com/stocks/NYSE/CVX/forecast/" target="_blank" rel="noopener">According to MarketBeat,</a> Chevron holds a Moderate Buy consensus from 26 analysts. Twenty rated the stock Buy, five a Hold, and one a Sell. The average 12-month target stands at US$211.35. Recent updates include BMO raising its target to US$235, Piper Sandler lifting its target to US$243, and Wells Fargo moving to US$230. Morgan Stanley raised its target to US$218 in August while DBS Bank upgraded the rating to Moderate Buy. [OWNERSHIP_CHART-777] <h2 style="text-align: center;">Share Structure and Trading Range1</h2> Insiders hold 0.48 percent, strategic investors 4.29 percent, and institutions 71.05 percent. Market capitalization is approximately US$422.3 billion with nearly 1.975 billion shares outstanding. The stock trades in a 52-week range of US$146.49 to US$214.71. <h2 style="text-align: center;">Frequently Asked Questions</h2> What production increase does Chevron target in Venezuela? Joint-venture plans call for output to more than double to approximately 600,000 barrels per day compared with 2026 levels. How much will Chevron invest in Venezuela over the next five years? The agreements support plans for more than US$7 billion in spending on project development and production growth. What is Chevron's ownership in the Petroindependencia joint venture? A Chevron subsidiary holds a 49 percent interest after an April increase in working interest. What were recent analyst price target changes for Chevron? BMO raised its target to US$235, Piper Sandler to US$243, and Wells Fargo to US$230, all within the past month. Where does Chevron plan major project start-ups through 2029? Key milestones include Uaru in Guyana for 2026, Whiptail for 2027, Jansz-Io Compression in Australia for 2028, and Hammerhead for 2029. Chevron's century-long presence in Venezuela, combined with fresh acreage and improved terms, positions the company to capture low-cost barrels while oil markets face ongoing supply pressure. Retail investors can monitor production updates and final investment decisions on the listed projects for further clarity on near-term cash flow. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32467"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32467" width="0" height="0"> ( Companies Mentioned: CVX:NYSE;CVX:TSX, ) Wed, 09 Sep 2026 00:00:00 PST Jobs, Jobs, and More Jobs https://www.streetwisereports.com/article/2026/09/08/jobs-jobs-and-more-jobs.html Source: <a href="https://www.streetwisereports.com/article/2026/09/08/jobs-jobs-and-more-jobs.html?utm_medium=feed">Michael Ballanger 09/08/2026</a> Michael Ballanger of GGM Advisory Inc. shares his thoughts on the current state of the market and explains why he thinks that, inevitably, gold and silver will lead all commodities.There is an ancient colloquial idiom that evolved naturally over centuries in Western literature and theater to comment on the fleeting nature of human memory, loyalty, and gratitude. It goes like this: "How quickly they forget!" As a card-carrying septuagenarian, I am proud to bear natural teeth and hair, and I am able to go to the grocery store without the aid of a walker or a mobile wheelchair. I try to walk whenever I am able, and until an old hockey knee injury started to act up, I was walking for an hour every morning. I view "aging" in the same way I viewed "losing" back when I was climbing the ranks in junior and collegiate hockey. I learned from some very famous teammates how to win and what it takes to instill that ethic into a locker room. In 1969, I was traded from the London Knights to the Saint Catherines Black Hawks for "two pucks and a tank of gas for the Zamboni" because future Boston Bruins coach Bep Guidolin did not like "finesse" players. Actually, he hated anyone who played the game "by the rules," so he shipped me down the road to St. Kitts, where I played with former NHL-ers Dave Fortier and Bob Macmillan, but also with future Hall-of-Famer and legitimate all-time greatest player pound-for-pound to ever play the game, and that young man was none other than Marcel Dionne. Marcel came from a large, French Canadian family and was the "runt" of the litter, standing 5'9" tall and weighing a remarkable 185 lbs. which meant that he had a very low centre-of-gravity making him very difficult to knock over, stop, check, or intimidate. As a "little guy", opponents would regularly take runs at him and due largely to his total vision of the ice, he rarely got tagged. One night in Hamilton, Ontario, on local TV station CHCH Ch. 11, a Red Wing tough guy called Jerry Butler decided to drop the gloves with Marcel. Now, usually, Marcel had either Pierre Guité or Mike Bloom (two registered-weapon goons) on his line as protectors, but this night, for some ungodly reason, Marcel was all alone to defend himself. All I remember was Marcel's gloves flying into the air and an absolutely savage assault that resembled a Mike Tyson attack on the local gym speedbag. Butler skulked off to the penalty box with a towel over his battered face and ridiculous taunting from the boys on our bench. What made Marcel a winner was demonstrated one night in a match against the Kitchener Rangers featuring the likes of Montreal Canadiens Hall-of-Famer Larry Robinson and Flyers' great Bill Barber. Down 3-2 with two minutes to go, Marcel had the puck behind our net and then, looking up at the clock, he dished the puck off to the right defenseman and then bolted straight up the middle. The defenseman lobbed the puck high over the Ranger defense crew, landing it near the red line. Marcel's blazing speed had him on the biscuit before the defense could even turn around. He went in on goalie Glen Seperich and dropped a shoulder to fake a deke. He flicked his wrists, and the puck laser-beamed into the top corner for the tie. The sheer determination on Marcel's face when he left the bench for that final shift said "everything". It is no surprise that inside the undersized body of this former NHL superstar was the heart of a lion as he went on to be inducted into the Hockey Hall of Fame in 1992, ranking at the time third in career points with 1,771 points in 1,341 games. Amazingly, he still ranks sixth in all-time scoring, some thirty-seven years after his retirement. As I said, playing alongside teammates like Dionne taught many of us what was required to not only win but also to survive, so I look at aging like we are down 3-2 with two minutes to go. One can fold up the tent and ride out one's remaining years, or one can spit in the eye of the time clock and forge forward. As a friend once told me, "Motion is lotion". Many of us forget that old adage just as we forget that we forget that the cause of most of the inflation in consumer prices occurred in the years following the passage of the Federal Reserve Act of 1913 which launched into motion the hijacking of most of the monetary principles of the U.S. "Founding Fathers" who did not hold a single, uniform view on monetary policy, but whose principles were universally shaped by a deep distrust of unbacked paper currency. This skepticism arose from their lived experience during the Revolutionary War, when the Continental Congress printed paper money ("Continentals") that suffered from catastrophic hyperinflation and became completely worthless. To protect the young nation from a similar fate, they anchored the United States' financial foundation on two core monetary pillars: commodity backing (gold and silver) and strict constitutional limits on printing money. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/20269884140_Picture1.png" alt="" width="650" height="429" /> The quote shown at the opening of this week's missive was that of former Fed Chairperson Janet Yellen, who served as Secretary of the Treasury from 2021 to 2025 under Democratic President Joe Biden. During her tenure, The U.S. National Debt grew by approximately $8.4 trillion to $8.45 trillion during the four-year presidential term from January 2021 to January 2025. This represented a 30.5% surge in total outstanding government obligations. To say that Mme. Yellen allowed the U.S. economy to run "hot" during a period when the pandemic of 2020-2021 had shut down traditional supply chains, which is a misnomer. She would claim that allowing a "high-pressure economy" to flourish would allow "robust aggregate demand and a tight labor market" to reverse the "adverse supply-side effects" brought on by shutting down the entire global economy. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/20269884209_Picture2.jpg" alt="" width="534" height="681" /> So, when I hear President Trump and Secretary Bessent chiming out about "growing their way out of debt," what that really means is that they will conjure up the magical means of legalized counterfeiting in order to reflate the money supply without expanding the debt in order to increase the serviceability of that debt. I have written about this before, but if a farmer has a barn full of corn totaling 1,000 ears of corn and allows 100 customers with $10 each in their pockets to buy that corn, each ear by default cannot be priced higher than $1.00. If, however, the customers are given an extra $20 before entering the barn, despite the corn being worth the same amount, it will command a total of $3.00 per ear. This, in my simplistic description of monetary inflation, is how the U.S. Consumer Price Index (CPI) could experience that unprecedented, historical shock, resulting in a massive 24.4% cumulative increase in consumer prices. History has proven over and over that governments cannot cure exploding national debt through monetary expansion because the bond market sniffs it out and reacts, taking yields higher, which stifles growth and productivity, with the resultant adverse outcome being runaway inflation. That is the dilemma facing many, if not all, Western governments, and why inevitably gold and silver will lead all commodities, including base metals, energy, and food, to record highs against all fiat currencies. This is "old news" and a very well-trodden narrative, but the recent volatility in the PMs coupled with the desperate acts of the central bank, makes it necessary to repeat it. <h2 style="text-align: center;">Energy Stocks</h2> As this is being written, it is a beautiful Sunday morning in Niagara Falls, Ontario, in the middle of the last real weekend of the summer of 2026. The Wall Street bulls are still drunk from the celebration of capitalism that was the Space Exploration Technologies Corp. (SPCX:NASDAQ) IPO where the total investment banking underwriting fee pool paid on June 12, 2026, was approximately $500 million. These "Titans of Wall Street" are once again salivating over the soon-to-arrive Anthropic and OpenAI IPOs. Anthropic Insiders hint that the company is aiming for an unprecedented valuation that could target up to $2 trillion, potentially raising up to $100 billion. This would make it one of the largest public listings in history, and with it, a generated fee of approximately $670-700 million. It is no wonder that the bankers are scurrying about like soldier ants at the feeding of the queen. The rest of the market has been fairly dull, with market breadth on the "weakish" side, with the one exception being the energy stocks. In the GGMA 2026 Forecast Issue, I told subscribers that the one sector of the market that could be a "great place to hide" was the oil and gas sector, and as can be seen from the chart shown below, the State Street Energy Select SPDR ETF (XLE:US) has been a superstar in 2026, up 46.52% versus the S&P up 13.18% year-to-date. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/20269884303_Picture3.png" alt="" width="624" height="570" /> One of the best performers is a little junior oil & gas producer, Ring Energy Inc. (REI:NYSE), up 72.41% YTD. This strong outperformance was driven by surpassing Q2 earnings expectations, a major operational pivot toward higher-efficiency horizontal drilling, and a strengthened balance sheet that triggered institutional inclusion. I recently doubled my holding in REI as I believe that oil supplies have been irreparably damaged by the events in the Middle East and will not return to former levels until the next decade has arrived. While the XLE:US looks somewhat overbought, I want to be a buyer of pullbacks in advance of a strong year-end performance as lagging portfolio managers scramble to bring their energy allocations up to market weight. <h2 style="text-align: center;">Metals</h2> <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/20269884353_Picture4.png" alt="" width="624" height="570" /> The metals have been whipping around like headless chickens, which is due largely and in part to the time of year, as institutional liquidity is sparse, but also because the algobots that run markets these days are responding with hair-trigger impulsiveness to every little nook and nuance that might signal a trend change. Most of my colleagues that cover precious metals took the Treasury Department's intervention in the global currency markets as a sign that "Bessent blinked" , meaning that the fear of Japanese dumping of U.S. treasuries prompted the buying of Japanese yen to avoid upward pressure on long-term bond yields. I was not so sure then, nor was I sure even after the Bessent doubled the buyback of long-date bonds using the Treasury General Account ("TGA"). There is a great deal of jawboning coming from the Treasury Secretary these days, to the extent that he is beginning to sound more and more like one of the past Fed governors, complete with pompoms and cymbals, one inattentive eye scanning Main Street with the other fiercely-focused eye centred 100% on Yield Curve Control ("YCC"). Since rising yields are the Achilles Heel of the current bull market in stocks, it feels like the old "Fed put" has been replaced by the "Bessent put". However, we all know that there is no entity on earth that can manipulate either the global currency markets or the global bond market, so by default, the actions by the Treasury Department will wind up just as impotent as the Bank of England just before Soros and Company broke the British pound, forcing a devaluation and reset. I use the SPDR Gold Shares ETF (GLD:US) as my trading proxy for gold not so much that I think any bank-designed product could ever contain any gold but more because the investment flows that track gold use it because they think that it tracks physical gold, The reality is that physical gold has its own pricing mechanism outside of the U.S. financial markets and the global central banks are starting to recognize this. Last month, the Dutch central bank (De Nederlandsche Bank, or DNB) officially confirmed that it has moved a massive portion of its gold reserves out of North America. However, rather than bringing all of it home to the Netherlands, the vast majority was relocated to London. In recent years, at least four major central banks have explicitly executed large-scale programs to repatriate or relocate their sovereign gold reserves away from North American vaults (primarily the Federal Reserve Bank of New York and the Bank of Canada in Ottawa). These moves came as a direct result of the confiscation of Russian dollar reserves after their invasion of Ukraine. Instead of climbing onto the "Gold has BOTTOMED!!!" bandwagon, I decided to treat the late-July advance as nothing more than a "bear market rally" for a number of reasons. First, there were no signs of capitulation at the July lows. Secondly, the move off the lows was "event-driven," and no tradable low was ever earmarked by any event that I can recall. Third, I wanted to see silver leading the way because no bona fide bull market in gold has ever endured without the accompaniment of silver as the leading component. I elected to wait for GLD:US to better the "convergence zone" between the 100-dma and 200-dma for two consecutive sessions, after which I safely conclude that there had indeed been a "change of trend". I got exactly that on August 20-21 with a 2-day close above the 200-dma (around $415.00), but also cautioned subscribers to avoid chasing the breakout. I advised them to buy dips closer to the convergence zone rather than chasing GLD:US to nearly $430, which it did only three sessions later. That guidance proved invaluable because after peaking out, it crashed hard, coming all the way back to $396.45, thus negating the 2-day close above resistance. From where I sit, the jury is out as to whether or not the June-July lows were "THE" low because the one thing that incubates the gold bugs is negative and declining real interest rates, but with the 10-year treasury yielding over 4.7% and rising, and a CPI around 3% and declining, those are not ideal conditions for the incubation of gold bug excitement. In fact, it is an environment in which precious metals tend to weaken. Since the Fed is now not exactly signaling "easing," we are not going to get any kind of market-moving signal as long as Kevin Warsh is "wearing the badge." As a holder of big positions in a number of junior gold stocks, there is nothing that would delight and excite me more than silver breaking out above its 200-dma at $72.07, dragging gold back up through $4,700, and the HUI:US to new highs as well. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/20269884429_Picture5.png" alt="" width="624" height="472" /> I told subscribers last Thursday that "I am hoping that the lows are in, but as we all know too painfully, 'hope' is not an investment or trading strategy…". Advice like that has saved me a lot of money over the five decades that I have been practicing "slash & burn" trading in the precious metals markets. <h2 style="text-align: center;">Fitzroy</h2> With Labor Day marking the end of the seasonally weak period for the junior, I have been one very interesting one, being Fitzroy Minerals Inc. (FTZ:TSX.V; FTZFF:OTCQX). Before I don the tank top and short-shorts, screaming rah-rah chants through a mechanized megaphone whilst atop a large soap box positioned strategically on the City Hall steps, let it be known that I could not for the life of me understand why the share price has been under pressure despite the terrific year they have enjoyed expanding their Buen Retiro Copper Oxide Deposit in Chile. Frustrated with a stock price that simply failed to reflect the underlying value as a nascent near-term producer, I had a chat with CEO Merlin Marr-Johnson and asked him the question: "Why, pray tell, with all these great drill hole results from Buen Retiro, is your stock trading like a two-bit junior explorco?" His answer, while stated far differently with infinitely more geological aplomb, was this: "That's because we ARE a "two-bit junior explorco", at least in the eyes of the market." Aghast, I spent the next twenty minutes listening to a very exciting list of milestones that ended with "We haven't shown the market any numbers yet." In the next nine months, the company will endeavor to deliver a number of significant milestones that will vault it from "two-bit junior explorco" to "nascent producer" with the delivery of the following: <ul> <li>Metallurgical Results: Q3 2026</li> <li>Minerals Resource Estimate/Preliminary Economic Assessment: Q4 2026</li> <li>Final Metallurgy: Q1 2027</li> <li>Pre-Feasibility Study: Q2 2027</li> </ul> So, by next summer, the market will see just how profitably and just how big Buen Retiro has become. Once they show the world how $6.50 copper can impact the company on a free-cash-flow basis, it will be priced accordingly, which, in my assessment, is US$400-500 million versus the current US$120 million or a 3X to 4X lift from current levels. Meanwhile, drilling at their highly-prospective Caballos Copper-Gold-Molybdenum discovery will commence within the next thirty days, and if early "deep IP" targets turn out to be economically-viable copper porphyries, then the valuation needle gets thrown violently northward, making Q4 2026 extremely exciting for my top pick and #1 holding. [SMNLINSERT]Important Disclosures:<ol> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Fitzroy Minerals Inc.</li> <li>Michael Ballanger: I, or members of my immediate household or family, own securities of: Fitzroy Minerals, GLD, and Ring Energy Inc. My company has a financial relationship with: None. My company has purchased stocks mentioned in this article for my management clients: None. I determined which companies would be included in this article based on my research and understanding of the sector.</li> <li>Statements and opinions expressed are the opinions of the author and not of Streetwise Reports, Street Smart, or their officers. The author is wholly responsible for the accuracy of the statements. Streetwise Reports was not paid by the author to publish or syndicate this article. Streetwise Reports requires contributing authors to disclose any shareholdings in, or economic relationships with, companies that they write about. Any disclosures from the author can be found below. Streetwise Reports relies upon the authors to accurately provide this information and Streetwise Reports has no means of verifying its accuracy. </li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting" target="_blank" rel="noopener">here.</a> Michael Ballanger Disclosures This letter makes no guarantee or warranty on the accuracy or completeness of the data provided. Nothing contained herein is intended or shall be deemed to be investment advice, implied or otherwise. This letter represents my views and replicates trades that I am making but nothing more than that. Always consult your registered advisor to assist you with your investments. I accept no liability for any loss arising from the use of the data contained on this letter. Options and junior mining stocks contain a high level of risk that may result in the loss of part or all invested capital and therefore are suitable for experienced and professional investors and traders only. One should be familiar with the risks involved in junior mining and options trading and we recommend consulting a financial adviser if you feel you do not understand the risks involved.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32451"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32451" width="0" height="0"> ( Companies Mentioned: FTZ:TSX.V; FTZFF:OTCQX, REI:NYSE, ) Tue, 08 Sep 2026 00:00:00 PST West Virginia Met Coal Producer Targets 80,000 Tons per Month at Lanes Branch https://www.streetwisereports.com/article/2026/09/08/west-virginia-met-coal-producer-targets-80-000-tons-per-month-at-lanes-branch.html Source: <a href="https://www.streetwisereports.com/article/2026/09/08/west-virginia-met-coal-producer-targets-80-000-tons-per-month-at-lanes-branch.html?utm_medium=feed">Streetwise Reports 09/08/2026</a> Clinch Resources advances production ramp at Lanes Branch, targeting 80,000 clean tons per month. Strong met coal demand and upcoming catalysts support growth plans for retail investors.<a href="https://www.streetwisereports.com/pub/co/11598?utm_medium=feed" target="_blank" rel="noopener">Clinch Resources Ltd. (CLCH:TSX)</a> is advancing its production ramp at the Lanes Branch surface mine in West Virginia, <a href="https://www.streetwisereports.com/article/2026/08/13/clinch-acquires-second-equipment-spread-for-lanes-branch.html?m_t=2026_08_14_09_01_41&utm_medium=feed" target="_blank" rel="noopener">according to a recent press release.</a> The company expects both surface spreads and the high-wall miner to become operational soon, followed closely by the start of Underground Mine 8. This quantified production target stands out because Lanes Branch aims for 80,000 clean tons per month as the ramp progresses. The company shipped its first 11,000-ton train in August and now targets close to 60,000 clean tons in the near term. <h2 style="text-align: center;">Why Strong Met Coal Demand Matters Now</h2> Global steelmakers continue to seek reliable supplies of high-quality metallurgical coal. <a href="https://www.whitehouse.gov/presidential-actions/2025/04/reinvigorating-americas-beautiful-clean-coal-industry-and-amending-executive-order-14241/" target="_blank" rel="noopener">The Trump administration added metallurgical coal, or met coal, to the critical minerals list</a> last year. This designation highlights the mineral's role in steel production and may open pathways to federal support. Analysts note that the new met coal supply faces regulatory, cost, and capital constraints. Around 90 percent of met coal goes directly into global steel output, and coke made from met coal performs three irreplaceable functions in blast furnaces: high-temperature fuel, permeability support, and oxygen removal from iron ore. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Clinch Resources is ramping production at Lanes Branch toward 80,000 clean tons per month while preparing Underground Mine 8 for startup.</li> <li>Strong demand for high-quality met coal supports both domestic contracts and international sales opportunities in Asia and Europe.</li> <li>The company holds a 39 percent stake in J.J. Resources, which owns nearly 24,000 acres, including past-producing Meadow River assets with substantial historical resources.</li> <li>Potential catalysts include additional mine ramp-ups, the potential sale of midstream assets, monetization of incubated company stakes, and a planned U.S. uplisting.</li> <li>Two research firms have published coverage highlighting brownfield advantages, cost position, and specialty carbon market access.</li> </ul> <h2 style="text-align: center;">Company Advantages and Asset Position</h2> Clinch combines a producing asset, high coal quality, and available production capacity. Management emphasizes that the product offers furnace efficiency beyond simple BTU value. CEO Jon Nix said the company is looking to put about 70 percent of its production under contract, leaving 30 percent for the spot market. Beyond Lanes Branch, the broader ARI development plan calls for production to ramp toward 200,000 clean tons per month as the development plan advances. Long-term goals include organic growth or acquisitions that could push annual output well above 2.4 million tons. <h2 style="text-align: center;">Key Assets and Next Catalysts</h2> The first section of Underground Mine 8 is expected to enter production in the near term, with a second section anticipated to follow later in the ramp schedule. Underground Mine 3 is scheduled after that. Clinch also holds a 39 percent ownership interest in J.J. Resources Inc., which owns nearly 24,000 acres in central West Virginia, including the past-producing Meadow River mid-vol met coal mine. Historical estimates indicate 51.12 million tons measured and indicated in-situ coal resource, with 16.36 million tons proven and probable reserves, according to the company's <a href="https://clinchresources.com/investors/" target="_blank" rel="noopener">investor presentation</a>. <h2 style="text-align: center;">Sector Timing and Analyst Views</h2> Peter Gastreich of Water Tower Research initiated coverage in July 2026. He highlighted brownfield assets without legacy liabilities, lower-quartile cost infrastructure, met coal's critical mineral status, Sewell Seam potential, and management's access to specialty carbon markets. Nick Ward of Ocean Wall estimated that the planned production ramp at ARI could generate US$184 million in 2027 EBITDA. <h2 style="text-align: center;">Share Structure and Near-Term Events1</h2> Clinch Resources Ltd. has a market cap of CA$415.38 million and 357.08 million shares outstanding. The 52-week range stands at CA$0.93 to CA$2.75. [OWNERSHIP_CHART-11598] Insiders own approximately 11 percent and have been active buyers since the public listing. The company is pursuing a U.S. uplisting in the coming months. <h2 style="text-align: center;">Common Questions from Investors</h2> Q: What production target is Clinch Resources pursuing at Lanes Branch? A: The company targets 80,000 clean tons per month at Lanes Branch as the ramp progresses, with Underground Mine 8 expected to add more than 50,000 clean tons per month once ramped. Q: Where does Clinch plan to sell its met coal? A: Clinch serves U.S. customers and is building direct relationships with steel producers in markets such as Korea, Japan, India, and Turkey. Q: What are the main upcoming catalysts? A: Near-term catalysts include additional equipment and underground production coming online, international customer contracts, potential federal critical minerals funding, and a planned U.S. uplisting. Retail investors should weigh production execution risks, commodity price volatility, and permitting timelines before making decisions. The company's focus on high-quality met coal positions it within a constrained global supply environment that continues to support steelmaking demand. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Clinch Resources Ltd. is a billboard sponsor of Streetwise Reports. The company pays a monthly sponsorship fee of US$3,000–US$6,000 for banner advertising and an enhanced company profile page. Streetwise Reports’ editorial content is fully independent and is not influenced by sponsorship. </li> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Clinch Resources Ltd.</li> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32447"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32447" width="0" height="0"> ( Companies Mentioned: CLCH:TSX, ) Tue, 08 Sep 2026 00:00:00 PST New Venezuela Oil Deal Opens Door to US$7 Billion Investment, 600,000-Barrel-a-Day Production Target https://www.streetwisereports.com/article/2026/09/08/new-venezuela-oil-deal-opens-door-to-us-7-billion-investment-600-000-barrel-a-day-production-target.html Source: <a href="https://www.streetwisereports.com/article/2026/09/08/new-venezuela-oil-deal-opens-door-to-us-7-billion-investment-600-000-barrel-a-day-production-target.html?utm_medium=feed">Streetwise Reports 09/09/2026</a> Chevron Corp. (CVX:NYSE;CVX:TSX) secured updated joint venture terms and additional Orinoco Belt acreage as plans call for more than US$7 billion of investment and production to more than double.Chevron Corp. (CVX:NYSE; CVX:TSX) announced <a href="https://www.chevron.com/newsroom/2026/q3/chevron-expands-position-in-venezuela" target="_blank" rel="noopener">agreements with Venezuela establishing updated terms for its joint ventures in the country, including provisions covering fiscal, commercial, and legal terms and the assignment of additional acreage in the Orinoco Belt.</a> The agreements support joint venture plans to invest more than US$7 billion over the next five years and more than double production to approximately 600,000 barrels per day compared with 2026. Chevron said total costs are less than US$20 per barrel. "Chevron's history in Venezuela spans more than a century, and our expanded position reflects our confidence in the country's deep resource potential and its ability to compete for investment within our portfolio for decades," <a href="https://www.chevron.com/newsroom/2026/q3/chevron-expands-position-in-venezuela" target="_blank" rel="noopener">Chevron Chairman and Chief Executive Officer Mike Wirth said.</a> "With improved terms and additional acreage, we are strengthening a portfolio that we believe can deliver attractive low-cost oil growth, support energy supply, and create differentiated long-term value. This progress reflects the dedication of our Venezuelan employees and our long-standing focus on the responsible development of the country's resources." Under the agreements, Petroindependencia, S.A., in which a Chevron subsidiary holds a 49% interest, was assigned rights to develop the adjacent Carabobo 1 and Carabobo-2-South-A areas in Venezuela's Orinoco Belt. The greenfield sites expand the joint venture's existing operational footprint, where extra-heavy oil production is increasing. The agreements follow an April agreement under which Chevron increased its working interest in Petroindependencia to 49%, while its Petropiar, S.A. joint venture was assigned the rights to develop the adjacent Ayacucho 8 area. Chevron said its three Venezuelan joint ventures collectively increased production by 15% year-to-date. "We appreciate the leadership of the Administration, particularly the U.S. Department of Energy, and Secretary Wright's partnership in helping facilitate the conditions for further investment and growth," Wirth said. "Continued engagement between government and industry is essential to advancing projects that support energy security, economic growth, and continued investment." Chevron's presence in Venezuela dates to 1923. Its Petroindependencia and Petropiar, S.A. joint ventures operate extra-heavy oil projects in the Orinoco Oil Belt, while Petroboscan, S.A. is located in Zulia State in western Venezuela. <div class="qMYqUG_convSearchResultHighlightRoot"> <div class="" data-turn-id-container="request-WEB:07d1d92b-f179-47c9-802a-c79e99a08519-13" data-is-intersecting="true"> <section class="text-token-text-primary w-full focus:outline-none has-data-writing-block:pointer-events-none [&:has([data-writing-block])>*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id="request-WEB:07d1d92b-f179-47c9-802a-c79e99a08519-13" data-turn-id-container="request-WEB:07d1d92b-f179-47c9-802a-c79e99a08519-13" data-testid="conversation-turn-8" data-turn="assistant"> <div class="text-base my-auto mx-auto pb-8 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"> <div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" data-conversation-screenshot-content=""> <div class="flex max-w-full flex-col gap-4 grow"> <div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal outline-none keyboard-focused:focus-ring [.text-message+&]:mt-1" dir="auto" tabindex="0" data-message-author-role="assistant" data-message-id="5d3dcf04-267e-46e9-800e-5cbe810394fb" data-turn-start-message="true" data-message-model-slug="gpt-5-6-thinking"> <div class="flex w-full flex-col gap-1 empty:hidden"> <div class="yWcLfW_streamingContainer markdown prose dark:prose-invert wrap-break-word w-full dark markdown-new-styling"> <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="rbht29" data-start="0" data-end="70">Oil Market Tightened as Middle East Supply Disruptions Intensified</h2> <a href="https://www.bloomberg.com/news/articles/2026-09-07/latest-oil-market-news-and-analysis-for-sept-8" target="_blank" rel="noopener">Bloomberg reported on September 7 that Brent crude had approached US$100 per barrel</a> after Saudi Arabia said attacks had halted operations at several energy facilities in the country's south. The publication said the global benchmark had been "less than US$1 away from triple figures" after rising the previous week amid renewed Middle East hostilities and increased buying from China, the world's largest oil importer. <a href="https://oilprice.com/Energy/Oil-Prices/Oil-Prices-Near-100-After-Fresh-Attacks-on-Saudi-Energy-Sites.html" target="_blank" rel="noopener">Oilprice.com reported early on September 8 that attacks on several Saudi energy facilities had caused fires</a>, injuries, and temporary shutdowns. Saudi authorities said, "Several energy sector facilities and installations in the southern region of the Kingdom were targeted this morning." According to the report, specialized teams had begun containing the fires, securing the affected sites, and assessing damage, while authorities took measures intended to maintain operational continuity. Oilprice.com also reported that the latest disruptions had added to existing supply concerns in the Middle East, where shipping and energy flows had already faced pressure. A 400,000-barrel-per-day refinery on Saudi Arabia's Red Sea coast had been targeted multiple times since July, while more oil had been moved west to avoid the Strait of Hormuz. During Asian trading on September 8, Brent crude had reached US$98.70 per barrel, and West Texas Intermediate had reached US$94.12 per barrel. <a href="https://www.thestreet.com/markets/opec-has-lost-control-of-the-oil-market" target="_blank" rel="noopener">Later on September 8, TheStreet reported that physical oil flows had become an increasingly important influence on the market even as OPEC+ continued setting production quotas. </a>The Strait of Hormuz, which had carried close to one-fifth of global crude and liquefied natural gas before fighting began on February 28, had effectively remained closed, with vessel traffic falling to a handful per day from more than 100 before the conflict. According to TheStreet, Jorge Leon of Rystad Energy said OPEC+ "currently has very limited power over the physical oil market." TheStreet also reported that seven OPEC+ members had left October production targets unchanged after raising output for six consecutive months. The report noted that production targets depended on barrels being able to reach ships and refineries, making transportation constraints an important factor in the physical market. It also cited GasBuddy petroleum analyst Patrick De Haan, who said diesel powered the "three t's" of the American economy, "trains, tractors, and trucks," underscoring the broader importance of crude and refined-product availability to transportation and freight. <h2 style="text-align: center;" data-start="2039" data-end="2627">Wall Street Analysts Raise Chevron Price Targets</h2> <a href="https://www.marketbeat.com/stocks/NYSE/CVX/forecast/" target="_blank" rel="noopener">According to MarketBeat,</a> Chevron Corp. had a "Moderate Buy" consensus rating based on 26 Wall Street analysts covering the stock over the previous 12 months. Of those analysts, 20 rated Chevron a Buy, five assigned Hold ratings, and one rated the stock a Sell. The consensus 12-month price target was US$211.35, with individual targets ranging from US$160 to US$243. Several analysts had recently raised their price targets. On September 3, BMO Capital Markets analyst Phillip Jungwirth maintained an Outperform rating and increased his target to US$235 from US$210. Piper Sandler analyst John Royall maintained an Overweight rating and raised his target to US$243 from US$207, while Wells Fargo analyst Sam Margolin maintained an Overweight rating and increased his target to US$230 from US$226. Those actions followed additional revisions in August. Morgan Stanley analyst Devin McDermott maintained an Overweight rating and raised his target to US$218 from US$210 on August 19. DBS Bank upgraded the stock to Moderate Buy on August 6. TD Cowen analyst Jason Gabelman maintained a Hold rating while increasing his price target to US$205 from US$200 on August 5. MarketBeat's historical comparison showed a shift in the analyst mix over the prior year. The current tally of 20 Buy, five Hold, and one Sell compares with 11 Buy, five Hold, and three Sell ratings one year earlier. Over the same comparison periods, the consensus rating moved from Hold to Moderate Buy, while the consensus price target increased from US$164.94 to US$211.35. </div> </div> </div> </div> </div> </div> </section> </div> </div> <div class="pointer-events-none -mt-px h-px translate-y-(--scroll-root-safe-area-inset-bottom)" aria-hidden="true"> </div> <h2 style="text-align: center;" data-section-id="vlbffg" data-start="2452" data-end="2514">Project Pipeline Spans Upstream, Chemicals, and New Energies</h2> <a href="https://www.chevron.com/investors/events-presentations" target="_blank" rel="noopener">Chevron's August 2026 investor presentation outlined capital expenditure guidance of US$18 billion to US$21 billion per year through 2030</a>, along with affiliate capital expenditure guidance of US$1 billion to US$2 billion from 2026 through 2030. The presentation also listed production guidance of 2% to 3% compound annual growth and an approximately 10% average improvement in upstream cash margin. In the Permian, Chevron outlined a long-term production plateau with an option to grow and approximately US$5 billion in annual free cash flow through 2030. The presentation identified more than 3,100 net inventory locations with PV-10 breakevens below US$50 per barrel and more than 2,300 locations in the US$50 to US$70 range through 2040. Chevron also said new-well advanced chemical treatments were being scaled to 100% of company-operated Permian wells, while treatments were being piloted across its broader shale and tight portfolio. Across the DJ Basin, Bakken, and Argentina, the presentation projected a combined annual free cash flow of approximately US$2 billion through 2035. Chevron projected production in Argentina to grow by more than three times by 2035, with the Argentina portfolio described as approximately 75% oil weighted. The DJ Basin was listed with approximately 75% of inventory below a US$50 per barrel breakeven. In Guyana, the presentation identified more than 30 major discoveries and more than 11 billion barrels of oil equivalent of gross resource. Uaru was listed in execution with a start-up scheduled for 2026, Whiptail was in execution with a start-up scheduled for 2027, and Hammerhead was in execution with a start-up scheduled for 2029. Longtail was in front-end engineering design, with a final investment decision targeted for 2026. Chevron also stated that free cash flow growth from Guyana was expected beyond 2030. In the Eastern Mediterranean, Chevron reported that the Tamar Optimization Project and Leviathan additional capacity project had achieved first gas, Leviathan expansion had reached a final investment decision, and Aphrodite had entered front-end engineering design. The presentation listed full capacity for both the Leviathan Gathering Line and the Tamar Optimization Project in 2026. Leviathan Expansion Stage 1 was in execution with start-up scheduled for the end of the decade, while Aphrodite was in front-end engineering design with a final investment decision scheduled for 2027. Chevron also outlined continued activity in the Gulf of America, where it held approximately 1.7 million net acres and planned 10 to 15 exploration wells through 2030. Jack/St. Malo Stage 5 was listed as online, while Ballymore Stage 2 was in pre-front-end engineering design with a final investment decision scheduled for 2027. In Australia, the Jansz-Io Compression project was in execution with a start-up scheduled for 2028, while Gorgon Stage 3 was in execution with a start-up scheduled for the end of the decade. Chevron's Australian portfolio was also described as containing more than 40 trillion cubic feet of gross natural gas resource, with low-cost backfill projects and a projected average annual free cash flow of US$4 billion to US$5 billion. West African activity included the Aseng Gas Development in Equatorial Guinea, which had reached a final investment decision and was scheduled for start-up in 2028. YoYo Yolanda, spanning Equatorial Guinea and Cameroon, was in pre-front-end engineering design with a final investment decision scheduled for 2027. Nigeria's OML 89 Obokun project was also in pre-front-end engineering design with a final investment decision scheduled for 2027. Chevron said a 31-well Nigeria joint venture infill drilling program was underway, and 15 exploration and appraisal wells were planned over three years. An exploration well in Namibia was planned for 2026, while Chevron had entered two blocks in Guinea-Bissau. In chemicals, Chevron said its U.S. Gulf Coast and Qatar projects were more than 95% complete, with start-up anticipated in 2027. The major-project schedule identified the Ras Laffan Petrochemical Project in Qatar and the Golden Triangle Polymers Project in the United States as being in execution, with a start-up scheduled for 2027. The presentation also outlined several New Energies projects. The Destrehan Oilseed Processing Plant was under construction with a start-up scheduled for 2026. Project Kilby was in front-end engineering design with a final investment decision scheduled for 2026, while Bayou Bend Offshore CO2 Transport and Storage was also in front-end engineering design with a final investment decision scheduled for 2026. The Pascagoula CO2 Capture, Transport and Storage project and Lithium Stage 1 remained in feasibility, with their next milestones listed as to be announced. [OWNERSHIP_CHART-777] Chevron said Project Kilby had a 20-year power purchase agreement with Microsoft Corp. (MSFT:NASDAQ). The presentation described Kilby as a behind-the-meter multi-gigawatt project with a long-term power purchase agreement, with capacity subject to a final investment decision and project schedule. In another New Energies project, Chevron reported that the ACES hydrogen project had achieved first production and storage. Lithium appraisal wells were planned for 2026, while the company said it was advancing the Bayou Bend and Pascagoula carbon capture and storage projects. <h2 style="text-align: center;" data-start="7669" data-end="7945">Ownership and Share Structure1</h2> 0.48% of Chevron is held by insiders and management, 4.29% by strategic investors, and 71.05% by institutions. The rest is retail. Its market capitalization was approximately US$422.3 billion with nearly 1.975 billion shares outstanding. It trades in a 52-week range of US$146.49 to US$214.71. <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="1r8frcv" data-start="0" data-end="29">Frequently Asked Questions</h2> What did Chevron announce in Venezuela? Chevron Corporation announced agreements with Venezuela that established updated terms for its joint ventures in the country. The agreements included enhanced fiscal, commercial, and legal terms and assigned additional acreage in Venezuela's Orinoco Belt. How much does Chevron plan to invest in Venezuela? Chevron said its joint venture plans called for more than US$7 billion of investment in Venezuela over the next five years. The investment plans were associated with project development and increased oil production. How much could Chevron's Venezuela oil production increase? Chevron said the joint venture plans called for production to more than double to approximately 600,000 barrels per day compared with 2026. The company also reported that its three Venezuelan joint ventures had collectively increased production by 15% year-to-date. What new oil acreage did Chevron receive in Venezuela's Orinoco Belt? The Petroindependencia, S.A. joint venture was assigned rights to develop the adjacent Carabobo 1 and Carabobo-2-South-A areas in the Orinoco Belt. Chevron's subsidiary held a 49% interest in Petroindependencia. The greenfield sites expanded the joint venture's existing operational footprint. What is Chevron's interest in the Petroindependencia joint venture? Chevron's subsidiary holds a 49% interest in Petroindependencia, S.A. Under an April agreement, Chevron increased its working interest in Petroindependencia to 49%, while its Petropiar, S.A. joint venture was assigned the rights to develop the adjacent Ayacucho 8 area. What are Chevron's oil production costs in Venezuela? Chevron said its Venezuela operations had total costs of less than US$20 per barrel. The company described Venezuela as having a large resource base and identified the country as a platform for oil growth under its cash management model. Which oil projects does Chevron operate in Venezuela? Chevron's joint ventures, Petroindependencia and Petropiar, S.A., operated extra-heavy oil projects in Venezuela's Orinoco Oil Belt, while Petroboscan, S.A., was located in Zulia State in western Venezuela. Chevron's presence in the country dates back to 1923. What was happening to oil prices in September? Oil prices had moved toward US$100 per barrel amid disruptions and heightened supply concerns in the Middle East. On September 8, Oilprice.com reported Brent crude at US$98.70 per barrel during Asian trading, while West Texas Intermediate had reached US$94.12 per barrel. How had the Strait of Hormuz disruption affected the global oil market? TheStreet reported on September 8 that the Strait of Hormuz had effectively remained closed after fighting began on February 28. The waterway had carried close to one-fifth of global crude and liquefied natural gas before the fighting, while vessel traffic had subsequently fallen from more than 100 vessels per day to a handful. What was OPEC+ doing as oil prices approached US$100 per barrel? According to TheStreet, seven OPEC+ members had kept October production targets unchanged after raising output for six consecutive months. The report said physical transportation constraints had reduced the relationship between production quotas and barrels actually reaching ships and refineries. What major Chevron oil and gas projects were scheduled through 2030? Chevron's August investor presentation listed major upstream projects across Guyana, Australia, the Eastern Mediterranean, West Africa, and the U.S. Gulf of America. Among the scheduled milestones were the Uaru start-up in 2026, Whiptail start-up in 2027, Jansz-Io Compression start-up in 2028, and Hammerhead start-up in 2029. What other energy projects did Chevron identify for 2026 and 2027? Chevron's project schedule included a 2026 start-up for the Destrehan Oilseed Processing Plant and 2026 final investment decisions for Project Kilby and Bayou Bend Offshore CO2 Transport and Storage. The Ras Laffan Petrochemical Project and Golden Triangle Polymers Project were each listed for start-up in 2027. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>James Guttman wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32445"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32445" width="0" height="0"> ( Companies Mentioned: CVX:NYSE;CVX:TSX, ) Wed, 09 Sep 2026 00:00:00 PST Saskatchewan Uranium Explorer Files NI 43-101 Reports Ahead of Nasdaq Plans https://www.streetwisereports.com/article/2026/09/04/saskatchewan-uranium-explorer-files-ni-43-101-reports-ahead-of-nasdaq-plans.html Source: <a href="https://www.streetwisereports.com/article/2026/09/04/saskatchewan-uranium-explorer-files-ni-43-101-reports-ahead-of-nasdaq-plans.html?utm_medium=feed">Streetwise Reports 09/04/2026</a> Skyharbour Resources files updated NI 43-101 reports on Moore and Russell Lake to support annual filings and potential Nasdaq Capital Market uplisting while advancing Athabasca Basin uranium exploration.<a href="https://www.streetwisereports.com/pub/co/6026?utm_medium=feed" target="_blank" rel="noopener">Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE)</a> has <a href="https://www.skyharbourltd.com/news-media/news/skyharbour-files-independent-ni-43-101-technical-reports-on-its-co-flagship-moore-and-russell-lake-uranium-projects-saskatchewan" target="_blank" rel="noopener">submitted updated independent technical reports under National Instrument 43-101</a> for its Moore and Russell Lake uranium projects in Saskatchewan's eastern Athabasca basin. The filings mark a concrete step toward stronger U.S. market visibility and provide the technical foundation required for an annual information form. <h2 style="text-align: center;">Why the Reports Matter for Investors Right Now</h2> Skyharbour is preparing for a possible move of its U.S. listing from the OTCQX to the Nasdaq Capital Market while keeping its TSX Venture Exchange listing. The reports supply the required independent technical disclosure on the company's material assets to support that effort and the annual information form. The company has stated it may not complete the uplisting and that no timing is assured because the process depends on meeting Nasdaq listing requirements and obtaining regulatory approvals. <h2 style="text-align: center;">Skyharbour's Distinct Position in the Athabasca Basin</h2> The company owns Moore outright and holds the restructured Russell Lake project through joint ventures with Denison Mines Corp.'s (DML:TSX; DNN:NYSE.MKT), with Denison holding or able to earn varying interests across the properties. Moore sits about 15 kilometers east of Denison's Wheeler River project and 39 kilometers south of Cameco Corp.'s (CCO:TSX; CCJ:NYSE) McArthur River mine. Together, the two properties cover multiple zones of high-grade uranium mineralization across a largely continuous land package in the eastern Athabasca basin. <h2 style="text-align: center;">Key Assets and Next Exploration Catalysts</h2> <a href="https://www.skyharbourltd.com/_resources/Moore-Lake-Technical-Report.pdf" target="_blank" rel="noopener">The independent NI 43-101 report for Moore</a>, titled "NI 43-101 Technical Report on the Moore Property," carries a signature date of August 20 and was prepared by John Shmyr of Dahrouge Geological Consulting Ltd. <a href="https://www.skyharbourltd.com/_resources/Russell-Lake-Technical-Report.pdf" target="_blank" rel="noopener">The independent report for Russell Lake</a>, titled "NI 43-101 Technical Report on the Russell Lake Property, Saskatchewan, Canada," is dated August 18 and was also prepared by Shmyr. Both reports compile historical and recent exploration data and recommend follow-up programs. The reports are also available through the company's <a href="https://www.sedarplus.ca/home/" target="_blank" rel="noopener">SEDAR+</a> profile. Skyharbour controls 44 uranium projects spanning more than 682,100 hectares. Its prospect-generator model has generated more than CA$79 million in potential partner-funded exploration and over CA$52 million in potential cash and share payments, assuming partners complete their earn-ins. At Russell Lake, Denison's strategic transaction with Skyharbour represents up to CA$61.5 million in combined project consideration, including exploration expenditures, cash, and share payments. At Moore, more than 390 drill holes have tested roughly 3 kilometers of the 4.7-kilometer Maverick corridor. <h2 style="text-align: center;">Broader Sector Timing Driven by AI Power Demand</h2> AI data-center buildout is creating sustained demand for reliable, carbon-free baseload power. Training a single frontier model requires large amounts of electricity, and analysts project AI-related infrastructure spending could reach US$765 billion in 2026 and US$1.6 trillion annually by 2031. In the United States, nuclear power supplies about 20 percent of data-center electricity, according to the International Energy Agency, and nuclear is attracting increased interest from data-center operators seeking reliable, low-carbon power. Years of underinvestment in new mines have left the uranium supply tight, and new mines can take up to a decade to develop. Goldman Sachs has noted a structural supply deficit that is expected to widen as more reactors come online. <h2 style="text-align: center;">Analyst Views and Valuation Context</h2> Ventum Capital Markets reported coverage on August 27 with a Buy rating and a CA$0.75 target price based on a sum-of-the-parts valuation that includes probability-weighted values for Moore Lake and South Falcon East, plus a CA$60 million valuation for the prospect-generator business. Haywood Securities' Marcus Giannini wrote a report on May 28 with a Buy rating and a CA$1 target, citing the prospect-generator structure and the Denison partnership at Russell Lake. <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/new-stock-pick-this-copper-company-has-takeout-potential-written-all-over-it/" target="_blank" rel="noopener">The Paydirt Prospector</a> assigned a Hold rating in its July 23, 2026, review, noting upcoming catalysts from expanded 2026 drilling. An <a href="https://www.techtarget.com/it-infrastructure/feature/Powering-AIs-future-The-case-for-nuclear-energy-in-data-centers" target="_blank" rel="noopener">August 31 feature for TechTarget</a> outlined the grid constraints facing data centers, while <a href="https://oilprice.com/Metals/Commodities/Uranium-Prices-Surge-as-Nuclear-Demand-Accelerates.html" target="_blank" rel="noopener">an August 25 ZeroHedge report carried on OilPrice.com</a> discussed tightening uranium market fundamentals. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Skyharbour filed updated NI 43-101 reports on Moore and Russell Lake to support its annual information form and potential Nasdaq uplisting.</li> <li>Neither project has a current mineral resource estimate; both remain at the exploration stage.</li> <li>The prospect-generator model provides more than CA$79 million in potential partner-funded exploration with limited dilution to shareholders.</li> <li>Analysts at Ventum and Haywood initiated Buy coverage with targets of CA$0.75 and CA$1, respectively.</li> <li>AI-driven electricity demand is supporting a long-term nuclear revival while uranium supply remains constrained.</li> <li>Near-term catalysts include ongoing drill results from Russell Lake joint ventures and Moore Lake.</li> </ul> [OWNERSHIP_CHART-6026] <h2 style="text-align: center;">Share Structure and Near-Term Events1</h2> Skyharbour has a market cap of CA$99.15 million with 221.3 million shares outstanding. The 52-week range is CA$0.30-CA$0.66. Institutions hold 29.59 percent of shares, and insiders hold 3.13 percent. Ongoing drilling at both flagship projects and partner-funded programs across the portfolio represents the primary near-term news flow. <h2 style="text-align: center;">Common Questions from Investors</h2> What did Skyharbour announce? The company filed updated independent NI 43-101 technical reports on its Moore and Russell Lake uranium projects, prepared by John Shmyr of Dahrouge Geological Consulting Ltd. Why file the reports now? The filings support preparation of an annual information form and a potential uplisting from the OTCQX to the Nasdaq Capital Market, though the company has cautioned that completion is not assured. What are Moore and Russell Lake? Moore is 100-percent owned and lies 15 kilometers east of Denison's Wheeler River project. Russell Lake is advancing through joint ventures with Denison; both projects host high-grade uranium mineralization in the eastern Athabasca basin. How does the prospect-generator model work? Skyharbour options portions of its 44-project portfolio to partners that fund exploration, generating potential cash and share payments while limiting dilution. What do third parties say? Ventum and Haywood initiated Buy coverage with targets of CA$0.75 and CA$1; The Paydirt Prospector maintains a Hold while noting upcoming drill catalysts. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Skyharbour Resources Ltd. is a billboard sponsor of Streetwise Reports. The company pays a monthly sponsorship fee of US$3,000–US$6,000 for banner advertising and an enhanced company profile page. Streetwise Reports’ editorial content is fully independent and is not influenced by sponsorship.</li> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32436"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32436" width="0" height="0"> ( Companies Mentioned: SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE, ) Fri, 04 Sep 2026 00:00:00 PST Uranium Explorer Advances High-Grade Athabasca Projects Toward Nasdaq https://www.streetwisereports.com/article/2026/09/04/uranium-explorer-advances-high-grade-athabasca-projects-toward-nasdaq.html Source: <a href="https://www.streetwisereports.com/article/2026/09/04/uranium-explorer-advances-high-grade-athabasca-projects-toward-nasdaq.html?utm_medium=feed">Streetwise Reports 09/04/2026</a> Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE) is advancing a partner-funded uranium exploration portfolio across Canada's Athabasca Basin as AI-driven power demand revives the nuclear thesis. Find out what one analyst's new Buy rating pins as the target.<a href="https://www.streetwisereports.com/pub/co/6026?utm_medium=feed" target="_blank" rel="noopener">Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE)</a> has submitted updated, independent technical reports prepared under National Instrument 43-101, Standards of Disclosure for Mineral Projects, covering its co-flagship Moore and Russell Lake uranium projects in Saskatchewan's eastern Athabasca basin, <a href="https://www.skyharbourltd.com/news-media/news/skyharbour-files-independent-ni-43-101-technical-reports-on-its-co-flagship-moore-and-russell-lake-uranium-projects-saskatchewan" target="_blank" rel="noopener">according to a September 3 release</a>. The reports support the company's annual information form and its plans to potentially move its U.S. listing from the OTCQX to the Nasdaq Capital Market, alongside its existing TSX Venture Exchange listing. Both properties remain at the exploration stage, and neither report contains a mineral resource estimate, although the work could support resource estimation efforts in the future. Skyharbour owns Moore outright and describes the project as an advanced-stage uranium exploration property about 15 kilometers east of Denison Mines Corp.'s (DML:TSX; DNN:NYSE.MKT) Wheeler River project and 39 kilometers south of Cameco Corp.'s (CCO:TSX; CCJ:NYSE) McArthur River uranium mine. The neighboring Russell Lake project is advancing through joint ventures with Denison Mines. Together, the two co-flagship assets contain multiple areas of high-grade uranium mineralization across a largely continuous and highly prospective land package in the eastern Athabasca basin, with Skyharbour continuing exploration and drilling at both projects. The reports compile historical and recent exploration results, geological data, and drilling information for each property, the release said. They also outline recommended follow-up exploration and drilling programs. Skyharbour said all scientific and technical information included in the reports had been previously disclosed, with no new material information presented. Skyharbour said it filed the updated independent NI 43-101 reports as part of its broader corporate development plans, including preparation of an annual information form and a potential Nasdaq Capital Market uplisting. The reports, together with the annual information form, are intended to provide current independent technical disclosure on the company's material uranium assets in support of the proposed listing. However, Skyharbour cautioned that it may not proceed with or complete the Nasdaq listing, and no timing can be guaranteed, as the process remains dependent on meeting Nasdaq's listing requirements and obtaining applicable regulatory approvals. <h2 style="text-align: center;"> Skyharbour Files NI 43-101 Reports on Both Flagships</h2> Neither Moore nor Russell Lake currently has a mineral resource or mineral reserve estimate, and neither technical report provides an economic analysis. As a result, the Form 43-101F1 sections covering mineral resources and reserves, mining and recovery methods, infrastructure, market and environmental studies, permitting, capital and operating costs, and economic analysis do not apply to these exploration-stage properties and were excluded from the reports. Skyharbour cautioned that mineral exploration carries inherent uncertainty, and additional work may not establish a mineral resource or demonstrate the presence of an economically viable deposit. <a href="https://www.skyharbourltd.com/_resources/Moore-Lake-Technical-Report.pdf" target="_blank" rel="noopener">The independent NI 43-101 report for Moore</a>, titled "NI 43-101 Technical Report on the Moore Property," carries a signature date of August 20. John Shmyr, BSc, PGeo, of Dahrouge Geological Consulting Ltd., prepared the report as an independent qualified person under NI 43-101. <a href="https://www.skyharbourltd.com/_resources/Russell-Lake-Technical-Report.pdf" target="_blank" rel="noopener">The independent report for Russell Lake</a>, titled "NI 43-101 Technical Report on the Russell Lake Property, Saskatchewan, Canada," is dated August 18. Shmyr also prepared this report as an independent qualified person under NI 43-101. In addition to its website, the company said the reports are also available through its <a href="https://www.sedarplus.ca/home/" target="_blank" rel="noopener">SEDAR+</a> profile. <h2 style="text-align: center;">Ventum Starts Skyharbour at Buy on Prospect-Generator Model</h2> Skyharbour holds a broad Athabasca Basin portfolio of 44 uranium projects spanning more than 682,100 hectares (1.69 million acres), giving it wide exposure to improving uranium-market fundamentals. Through its prospect-generator model, Skyharbour also runs joint ventures and multiple earn-in and option deals that collectively represent more than CA$79 million in potential partner-funded exploration and over CA$52 million in potential cash and share payments to the company, assuming partners complete their earn-ins. That partnership-focused strategy has attracted support from analysts. Ventum Capital Markets Analyst Surya Sankarasubramanian initiated coverage on Skyharbour on August 27, describing the company as a uranium exploration and prospect-generation business with a history of monetizing staked claims through asset-level option agreements. The model provides investors with broad exploration upside while limiting equity dilution. Its co-flagship Russell Lake and Moore Lake projects, located in the infrastructure-rich eastern Athabasca Basin, offer near-term exploration potential next to Denison's under-construction Phoenix mine, with Denison holding an approximately 9% stake. By committed spending, the company's roughly 590,000-hectare prospect-generator portfolio was attracting more partner activity than any other in the Athabasca Basin, with Skyharbour and its partners funding more than 30,000 metres of drilling in 2026 alone. The report said the model maximizes exposure to exploration success, limits downside from unsuccessful programs, and generates cash while minimizing dilution. At Russell Lake, Denison's geological expertise gained from advancing the adjacent Wheeler River project and Phoenix mine likely helped support its commitment of up to CA$61 million to the joint ventures, according to the report. With unconformity- and sandstone-hosted mineralization established across targets including Fork and Grayling, the JVs are considered well-positioned for further discoveries. At 100%-owned Moore Lake, drilling has systematically tested approximately 3 kilometers of the 4.7-kilometer Maverick corridor, with more than 390 drill holes completed across the property. Targets such as Nomad and Esker provide additional exploration upside, while a mineral resource estimate could establish a valuation foundation for the project. The report also highlighted existing infrastructure, potential synergies with partners seeking to expand their uranium pipelines, and access to strategic financing as factors that could accelerate development of a new discovery. Denison's work on in-situ recovery at Phoenix and the SABRE mining method developed by Orano and deployed through its joint venture with Denison could further reduce the development threshold for relatively shallow, small, high-grade deposits that might otherwise remain uneconomic. The Ventum report rated the stock a Buy and assigned Skyharbour a CA$0.75 target price based on a sum-of-the-parts valuation that incorporates probability-weighted values for established and potential resources at Moore Lake and South Falcon East, along with a CA$60 million valuation, an area-based multiple, and cash and share proceeds from the prospect-generator business. Near-term catalysts include ongoing drill results from the Russell Lake JVs and Moore Lake, followed by assays from various partner funded drilling campaigns, the report said. <h2 style="text-align: center;">Additional Analyst Coverage on Skyharbour</h2> Haywood Securities' Marcus Giannini also began coverage of the company on May 28 with a Buy rating and a CA$1-per-share price target. "Skyharbour is a uranium exploration company we have followed for some time and has frequently been profiled in Haywood's Exploration Quarterly Report," the analyst wrote. "Skyharbour is focused on the discovery of unconformity-style uranium deposits in the prolific Athabasca Basin, anchored by its co-flagship Moore Lake and Russell Lake projects." Giannini highlighted the prospect-generator structure, which allows Skyharbour to expand its exploration portfolio through partners that finance much of the work on properties in established uranium regions. He identified the company's partnership with Denison Mines Corp. at Russell Lake as an important milestone, bringing additional funding, expertise, and technical resources from an experienced uranium producer. "With the partnership at Russell established, a proven project in Moore, and exposure to significant exploration drilling through joint venture projects, we think the timing is right for Skyharbour to take the next step in its exploration journey," Giannini said. "We like Skyharbour for the exposure it provides in terms of blue-sky exploration upside in a proven uranium district, while maintaining a lower risk profile relative to pure play exploration peers through its prospect generator business with minimized dilution through a partnership model." In a <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/new-stock-pick-this-copper-company-has-takeout-potential-written-all-over-it/" target="_blank" rel="noopener">July 23, 2026, review of Skyharbour's progress</a>, Jeff Clark and Daniel Flynn of The Paydirt Prospector said the publication gave the company a "Hold" rating in its summer portfolio review. Flynn attributed the stance largely to the limited number of Moore Lake updates since drilling began, but pointed to several potential catalysts on the horizon, including results from Skyharbour's expanded 2026 drilling campaign, which The Paydirt Prospector characterized as roughly twice the size of last year's program. Flynn said assay results from Moore Lake and other properties could provide additional upside, while Clark continues to maintain an overweight position. <h2 style="text-align: center;">The Catalyst: AI Demand and Tight Supply Fuel a Nuclear Revival</h2> The build-out of artificial intelligence is running headlong into the limits of the electricity grid, and a growing chorus of analysts argues nuclear power is the way through. In an <a href="https://www.techtarget.com/it-infrastructure/feature/Powering-AIs-future-The-case-for-nuclear-energy-in-data-centers" target="_blank" rel="noopener">August 31 feature for TechTarget</a>, writer Wisdom Ekpotu made the case that nuclear energy has become "essential, not optional" for powering AI, offering the reliable, carbon-free baseload that data centers need as their consumption climbs. The scale of that demand is the crux of the problem. Training a single frontier model can consume enormous amounts of electricity, and TechTarget reported that AI-related infrastructure spending could reach US$765 billion in 2026 and US$1.6 trillion annually by 2031. Meanwhile, the grid cannot keep up: new projects face average interconnection-queue waits of four to five years, and the article pegged the cost of those delays at roughly US$14.2 million a month for a 60-megawatt data center left waiting for power. The projected shortfall is steep. Citing congressional testimony from former Google Chief Executive Officer Eric Schmidt, the article noted that "AI data centers will need 29 GW of additional power by 2027 and 67 GW more by 2030." That gap, the piece argued, is too large and too constant to be filled by intermittent sources alone. That is where nuclear enters the thesis. Because reactors run around the clock regardless of weather, they supply exactly the steady baseload AI workloads require, and the article reported that nuclear already accounts for about 20% of data-center power and is growing. The combination of surging, always-on demand and a grid that can't connect new load fast enough, it concluded, is precisely what is reviving interest in nuclear generation. Supply is the other half of the squeeze. Years of underinvestment in new mines have left uranium tight even as reactor demand climbs, <a href="https://oilprice.com/Metals/Commodities/Uranium-Prices-Surge-as-Nuclear-Demand-Accelerates.html" target="_blank" rel="noopener">according to an August 25 ZeroHedge report carried on OilPrice.com</a>. New mines can take up to a decade to develop, so producers can't ramp quickly when prices rise, and output stays concentrated among a few miners, including Cameco. Goldman Sachs analysts have repeatedly warned that uranium has moved into a supply deficit likely to widen as more reactors start up, the report noted, with China, on track to become the world's largest nuclear market before the decade ends, driving much of the buildout. "Continued strength in term pricing and signs of accelerating utility procurement offer further evidence that the uranium market is tightening structurally," UBS analyst George Eadie wrote in August, according to ZeroHedge. [OWNERSHIP_CHART-6026] As hyperscalers race to build data centers, dependable power is becoming the binding constraint, and nuclear stands out as the only scalable, low-carbon source of round-the-clock baseload, supporting a revival that could remain a major theme for years. <h2 style="text-align: center;">Ownership and Share Structure1</h2> Skyharbour has a market cap of CA$99.15 million, with 221.3 million shares outstanding. The company's 52-week range is CA$0.30-CA$0.66. Institutions own 29.59% of shares, while management and insiders own 3.13%. The remaining shares are retail. <h2 style="text-align: center;">Common Investor Questions</h2> What did Skyharbour announce? Skyharbour filed updated, independent NI 43-101 technical reports on its co-flagship Moore and Russell Lake uranium projects in Saskatchewan's eastern Athabasca Basin, according to a September 3 release. Both reports were prepared by an independent qualified person, John Shmyr of Dahrouge Geological Consulting. Why file the reports now? Skyharbour said the reports, together with an annual information form, are part of its broader corporate development plans, including a potential uplisting of its U.S. listing from the OTCQX to the Nasdaq Capital Market alongside its existing TSX Venture Exchange listing. The company cautioned that it may not complete the Nasdaq listing and that no timing is guaranteed, as it depends on meeting Nasdaq's requirements and obtaining regulatory approvals. What are Moore and Russell Lake? Skyharbour owns Moore outright and describes it as an advanced-stage exploration property about 15 kilometers east of Denison's Wheeler River project and 39 kilometers south of Cameco's McArthur River mine. The neighboring Russell Lake project is advancing through joint ventures with Denison Mines. Together, the two host multiple areas of high-grade uranium mineralization across a largely continuous land package. How does the prospect-generator model work? Skyharbour holds a broad Athabasca Basin portfolio of 44 projects spanning more than 682,100 hectares and options much of it to partners that fund exploration, giving investors exploration upside while limiting equity dilution. Its earn-in and option agreements represent more than CA$79 million in potential partner-funded exploration and over CA$52 million in potential cash and share payments to Skyharbour, assuming partners complete their earn-ins. What do analysts say? Ventum Capital Markets initiated coverage in late August with a Buy and a CA$0.75 target, based on a sum-of-the-parts valuation of Moore and South Falcon East plus its prospect-generator business. Haywood Securities' Marcus Giannini began coverage on May 28 with a Buy and a CA$1 target. The Paydirt Prospector carries a Hold, citing limited Moore updates since drilling began, while flagging upcoming catalysts. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Skyharbour Resources Ltd. is a billboard sponsor of Streetwise Reports. The company pays a monthly sponsorship fee of US$3,000–US$6,000 for banner advertising and an enhanced company profile page. Streetwise Reports’ editorial content is fully independent and is not influenced by sponsorship.</li> <li>Steve Sobek wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32433"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32433" width="0" height="0"> ( Companies Mentioned: SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE, ) Fri, 04 Sep 2026 00:00:00 PST