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The Energy Report - Exclusive Articles Full Text https://www.theenergyreport.com/ Featuring investment coverage of fossil, renewable and alternative energies. Copyright 2011, Streetwise, Inc. Athabasca Basin Uranium Play Expands Land by 149,000 Hectares https://www.streetwisereports.com/article/2026/07/24/athabasca-basin-uranium-play-expands-land-by-149000-hectares.html Source: <a href="https://www.streetwisereports.com/article/2026/07/24/athabasca-basin-uranium-play-expands-land-by-149000-hectares.html?utm_medium=feed">Streetwise Reports 07/24/2026</a> Skyharbour Resources grows its Athabasca Basin uranium portfolio with 149,000 new hectares. See why the prospect generator model and core drilling programs position the company for retail investors.<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 positioned itself as a notable Athabasca Basin uranium explorer through a substantial land expansion that adds scale to an already sizable portfolio. The move comes as nuclear power demand forecasts strengthen globally and domestic U.S. capacity targets rise sharply. <h2 style="text-align: center;">Uranium Market Tailwinds Create Timely Opportunity</h2> Global nuclear capacity projections from the <a href="https://www.iaea.org/newscenter/news/six-global-trends-in-nuclear-power-you-should-know" target="_blank" rel="noopener">International Atomic Energy Agency</a> point to a potential doubling by 2050. U.S. policy support has intensified with executive orders targeting 400 gigawatts of domestic nuclear capacity by mid-century. These trends underscore rising uranium requirements and the strategic value of exploration ground in top-tier jurisdictions such as Saskatchewan's Athabasca Basin. <h2 style="text-align: center;">Why Skyharbour Resources Stands Out Now</h2> The company executed a low-cost staking campaign that added 46 mineral claims covering roughly 149,439 hectares. This brings the total land position to 682,100 hectares across 44 uranium properties. The scale provides a broad inventory of ground that can be advanced through partnerships rather than solely company-funded work. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Skyharbour added 149439 hectares via 46 claims forming ten new or reacquired projects in the Athabasca Basin.</li> <li>Total portfolio now reaches 682100 hectares across 44 properties, creating more optionable ground for joint ventures.</li> <li>Core 2026 drilling exceeds 30000 meters focused on Moore and Russell Lake assets with multiple high-grade historical intercepts.</li> <li>The prospect generator model aims to attract partner funding while retaining royalties, equity, and minority interests potentially worth over CA$76 million in exploration spend.</li> <li>Analyst coverage includes a recent Buy rating and CA$1.00 target price, highlighting blue-sky exploration upside with reduced dilution risk.</li> <li>Market cap of CA$88.46 million and 221.15 million shares outstanding offer leverage to uranium sector momentum.</li> </ul> <h2 style="text-align: center;">Unique Business Model Limits Shareholder Dilution</h2> Skyharbour employs a prospect generator approach that options or joint-ventures secondary projects to partners. In return the company secures cash share payments royalties and equity stakes. The recent claim additions increase the number of properties available for such deals without requiring immediate exploration capital from Skyharbour itself. <h2 style="text-align: center;">New Claims Add Scale and Historical Prospectivity</h2> The staking includes projects such as Carswell East, Carswell North, Cree North, Rapids, Carter West, Ford Lake, LEB Perpete Iris, plus expansions to Bennett, Carter North, and Elevator. Several areas carry prior high-grade uranium results, including 7.22 percent U3O8 over 0.9 meters at Pine and elevated gold values nearby. The LEB project shows historical grab samples up to 796 ppm uranium. On July 23, 2026, Skyharbour announced <a href="https://www.stockwatch.com/News/Item/Z-C!SYH-3843769/C/SYH" target="_blank" rel="noopener">the acquisition of 46 new mineral claims</a>. A map of the new claims can be found <a href="https://www.globenewswire.com/Tracker?data=isoooK_aJWRGEi59nMJnxiaWkhzc_fkH3WedwVmBDi_CiCSyHBYV0LRL49t5oISOXDR0C_CucRi2WqKUwHnVV6iwZEPBmxH3FcmMwhnqFNkk4z7VBa2RZ_SvOJ5LCSYiz7fYSJq2z7lOCX8UlYa5QFlz3gkVDgP2W7JHImVQajgCEGfCeFHi8qJyqoZ6QR8D4iK9whKCKaLcvG81XOlyFGsPJvRZiky4KK6bBQP5W9impmKC1dOQn_d09Ds1-mK3hdkjEFkIchZnIAmB_4yMNA==" target="_blank" rel="noopener">here</a>. <h2 style="text-align: center;">Active Drilling Programs Anchor 2026 Catalyst Pipeline</h2> Exploration remains centered on the Moore Uranium Project and the Russell Lake joint venture with Denison Mines. More than 8000 to 10000 meters are planned at Moore, testing multiple corridors and extensions with historical intercepts up to 6.0 percent U3O8 over 5.9 meters. At Russell Lake, over 15000 meters are budgeted, including partner-funded drilling near known deposits. <h2 style="text-align: center;">Analyst Views Highlight Partnership Advantages</h2> Haywood Capital Markets initiated coverage with a Buy rating and CA$1.00 per share target, citing the Denison partnership at Russell Lake and the prospect generator model's ability to minimize dilution. <h2 style="text-align: center;">Share Structure and Ownership Profile</h2> Skyharbour Resources Ltd. has a market cap of CA$88.46 million with 221.15 million shares outstanding. The 52-week range stands at CA$0.28 to CA$0.66. 1Institutions hold 29.98 percent, management and insiders own 3.13 percent, and retail investors account for the remaining 66.89 percent. [OWNERSHIP_CHART-6026] <h2 style="text-align: center;">Common Questions from Investors</h2> Q: How does the prospect generator model work for retail investors? A: Partners fund exploration on selected projects while Skyharbour retains royalty equity and potential cash payments, reducing the need for dilutive financings. Q: What makes the Athabasca Basin attractive compared with other uranium districts? A: It hosts the world's highest-grade unconformity-style deposits and benefits from established infrastructure and a stable regulatory environment in Saskatchewan. Q: Are the newly staked claims part of the current drilling program? A: No, the new claims are separate from the Moore and Russell Lake programs and will be advanced primarily through future partnerships. Q: What risks should investors consider with junior uranium explorers? A: Exploration results can be variable, commodity prices fluctuate, and additional funding may be required. Partnerships help mitigate but do not eliminate these factors. The expanded land position, combined with ongoing drilling and a partnership-focused strategy, gives Skyharbour multiple avenues to participate in rising uranium demand while managing capital exposure for shareholders. [SMNLINSERT]Important Disclosures:<ol> <li>Skyharbour Resources Ltd. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000.</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=31956"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31956" width="0" height="0"> ( Companies Mentioned: SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE, ) Fri, 24 Jul 2026 00:00:00 PST Athabasca Basin Uranium Play Expands Coyote Targets with Fresh Gravity Data https://www.streetwisereports.com/article/2026/07/24/athabasca-basin-uranium-play-expands-coyote-targets-with-fresh-gravity-data.html Source: <a href="https://www.streetwisereports.com/article/2026/07/24/athabasca-basin-uranium-play-expands-coyote-targets-with-fresh-gravity-data.html?utm_medium=feed">Streetwise Reports 07/24/2026</a> Stallion Uranium identifies five new high-priority drill targets at Coyote in the southwestern Athabasca Basin. See how integrated geophysics and tight uranium markets create opportunity for investors.The global uranium market is experiencing structural tightness driven by rising long-term demand from AI data centers, electrification, and clean-energy policies. Utilities face growing uncovered requirements while long-term prices recently reached their highest level in nearly two decades. Against this backdrop, Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0; FSE) has delivered meaningful exploration progress at its Coyote target. The company completed an expanded ground gravity survey that outlined five integrated target areas and lengthened the prospective strike of the Coyote corridor inside the Moonlite Project, a joint venture with ATHA Energy Corp. (SASK:TSX.V; SASKF:OTCMKTS; X5U:FRA) in the southwestern Athabasca Basin. <h2 style="text-align: center;">Why Stallion Stands Out in a Competitive Basin</h2> Stallion has systematically layered multiple geophysical datasets over the Coyote corridor. The latest gravity work builds directly on prior MobileMT, ground TDEM, magnetic, and structural surveys, producing a refined three-dimensional model that highlights gravity lows at structural intersections. These settings are recognized as favorable for basement-hosted uranium deposits in the Athabasca Basin. <h2 style="text-align: center;">Integrated Geophysics Reduces Risk and Defines Targets</h2> The expanded survey covered the full interpreted conductive corridor and identified discrete gravity low anomalies spatially associated with electromagnetic conductors. <a href="https://www.stallionuranium.com/news/news-releases/stallion-uranium-identifies-multiple-new-high-priority-uranium-drill-targets-at-coyote-from-integrated-geophysics" target="_blank" rel="noopener">The completion of an expanded ground gravity survey at its Coyote target, which identified multiple new high-priority uranium drill targets and extended the prospective strike length of the Coyote exploration corridor within the Moonlite Project, is part of the southwestern Athabasca Basin Joint Venture with ATHA Energy Corp. (SASK:TSX.V; SASKF:OTCMKTS; X5U:FRA).</a> Gravity inversion modeling suggests several of these features extend beneath the unconformity and align with interpreted fault intersections and graphitic horizons. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Five priority drill target areas (A through E) were delineated where gravity lows coincide with structures and conductors.</li> <li>The Coyote corridor strike length has been materially extended beyond the original survey footprint.</li> <li>Multiple independent geophysical datasets have been integrated, lowering geological risk ahead of drilling.</li> <li>Long-term uranium prices remain near multi-year highs, supported by rising nuclear demand and tightening supply.</li> <li>Commentary highlights Stallion as a high-risk, high-reward pre-discovery opportunity with strong exploration momentum.</li> </ul> <h2 style="text-align: center;">Industry Timing Supports Continued Exploration</h2> <a href="https://www.proactiveinvestors.com/companies/news/1095799/uranium-fundamentals-keep-improving-but-market-takes-its-time-to-catch-up-1095799.html" target="_blank" rel="noopener">According to a July 21 analysis from Sprott Asset Management</a>, long-term uranium prices reached US$94 per pound by the end of June while spot prices posted modest year-to-date gains. Sprott noted that uncovered utility requirements could exceed three billion pounds through 2045, creating a sustained contracting window for new supply. <a href="https://www.mining.com/sprott-sees-buying-opportunity-as-uranium-stocks-trail-market/" target="_blank" rel="noopener">The Northern Miner cited Jacob White, who wrote, </a> "A rising long-term price shows that the market remains tight, even if equity markets don't reflect it." Additional reporting from <a href="https://bravenewcoin.com/insights/uranium-price-stabilizes-near-86-as-cameco-signals-an-early-reversal" target="_blank" rel="noopener">BNC reported on July 24 that uranium was trading at approximately US$85.75 per pound after several months of relatively narrow price movement.</a> confirmed price stability within a well-defined range. <h2 style="text-align: center;"> Views and Valuation Context</h2> <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/mid-summer-full-portfolio-update-2/" target="_blank" rel="noopener">According to the July 9 Paydirt Prospector Mid-Summer Full Portfolio Update,</a> Jeff Clark and Daniel Flynn maintained a Buy rating on Stallion, describing the stock as a high-risk pre-discovery play that could move sharply on positive drill results. They noted early drilling had intersected elevated radioactivity and structural indicators comparable to known basement-hosted systems, while cautioning that assays ultimately determine discovery status. <h2 style="text-align: center;">Share Structure and Upcoming Catalysts</h2> 1Insiders and management own less than 10 percent of the company, with no reported institutional holders. Strategic investor Matt Mason holds approximately 30 percent. Market capitalization stands near CA$37.53 million with roughly 150.13 million shares outstanding on a fully diluted basis. The 52-week trading range is CA$0.19 to CA$0.53. Remaining catalysts include assay results from the completed Coyote diamond drilling program and potential follow-up testing at the newly defined gravity targets. [OWNERSHIP_CHART-10167] <h2 style="text-align: center;">Common Questions from Investors</h2> <h3>What is the significance of the five new target areas at Coyote?</h3> The targets represent locations where gravity lows align with interpreted structures and conductive corridors, settings considered prospective for Athabasca-style uranium mineralization. <h3>How does the joint venture structure benefit Stallion?</h3> The partnership with ATHA Energy provides shared exploration costs and technical collaboration across the Moonlite Project while allowing Stallion to advance the Coyote corridor with expanded geophysical coverage. <h3>What role do gravity surveys play in uranium exploration?</h3> Gravity lows can indicate zones of lower-density rock often associated with alteration halos around uranium deposits, helping prioritize drill collars when combined with electromagnetic and magnetic data. <h3>When will investors see assay results from recent drilling?</h3> Results from the winter diamond drilling program at Coyote remain pending and will be released once laboratory analyses are complete and interpreted by the company. Stallion continues to refine its exploration model at Coyote by integrating the latest gravity results with prior datasets. This disciplined approach positions the company to test a larger, more compelling target set as uranium market fundamentals remain supportive for new discoveries. [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 Stallion Uranium 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" target="_blank" rel="noopener">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=31953"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31953" width="0" height="0"> ( Companies Mentioned: STUD:TSX; STLNF:OTCQB; FE0; FSE, ) Fri, 24 Jul 2026 00:00:00 PST Skyharbour Bolsters Uranium Portfolio in the Prolific Athabasca Basin https://www.streetwisereports.com/article/2026/07/24/skyharbour-bolsters-uranium-portfolio-in-the-prolific-athabasca-basin.html Source: <a href="https://www.streetwisereports.com/article/2026/07/24/skyharbour-bolsters-uranium-portfolio-in-the-prolific-athabasca-basin.html?utm_medium=feed">Streetwise Reports 07/24/2026</a> Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE) acquired 46 new mineral claims in Saskatchewan's Athabasca Basin, forming ten new or reacquired uranium projects.<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 materially expanded its Athabasca Basin footprint, adding over 149,000 hectares across 46 claims to one of the largest land positions in the basin. <h2 style="text-align: center;">Key Takeaways</h2> <ul> <li>Skyharbour Resources acquired 46 new mineral claims totaling ~149,439 hectares in Saskatchewan's Athabasca Basin, forming ten new or reacquired uranium projects.</li> <li>The staking expands Skyharbour's total portfolio to 682,100 hectares (1.69 million acres) across 44 uranium properties.</li> <li>New claims include Carswell East, Carswell North, Cree North, Rapids, Carter West, Ford Lake, LEB, Perpete, and Iris, plus additions to existing Bennett, Carter North, and Elevator projects.</li> <li>Several properties carry historical high-grade results, including 7.22% U₃O₈ (uranium) over 0.9 m at Pine's Varmac veins and grab samples up to 427 g/t gold nearby.</li> <li>The company plans to advance these newly staked assets through its prospect generator model, seeking option and joint venture partners while retaining royalties and equity exposure.</li> <li>Skyharbour remains focused on active drilling at its co-flagship Moore project and Russell Lake joint venture with Denison Mines, with the new claims treated as separate from that core program.</li> </ul> <h2 style="text-align: center;">46 Claims Form Ten New Projects</h2> On July 23, 2026, Skyharbour announced <a href="https://www.stockwatch.com/News/Item/Z-C!SYH-3843769/C/SYH" target="_blank" rel="noopener">the acquisition of 46 new mineral claims</a> spread over approximately 149,439 hectares (ha) in the Athabasca Basin of Canada, which is consistently ranked as a top mining jurisdiction by the Fraser Institute. The company's total portfolio now consists of 682,100 ha across 44 uranium properties. A map of the new claims can be found <a href="https://www.globenewswire.com/Tracker?data=isoooK_aJWRGEi59nMJnxiaWkhzc_fkH3WedwVmBDi_CiCSyHBYV0LRL49t5oISOXDR0C_CucRi2WqKUwHnVV6iwZEPBmxH3FcmMwhnqFNkk4z7VBa2RZ_SvOJ5LCSYiz7fYSJq2z7lOCX8UlYa5QFlz3gkVDgP2W7JHImVQajgCEGfCeFHi8qJyqoZ6QR8D4iK9whKCKaLcvG81XOlyFGsPJvRZiky4KK6bBQP5W9impmKC1dOQn_d09Ds1-mK3hdkjEFkIchZnIAmB_4yMNA==" target="_blank" rel="noopener">here</a>. A list of new claims includes the following: <ul> <li>Bennett Project – 5 additional claims totaling 12,624.1 ha</li> </ul> <ul> <li>Iris Project – 3 reacquired claims totaling 4,581.0 ha</li> </ul> <ul> <li>Carswell East Project – 4 new claims totaling 19,786.0 ha</li> </ul> <ul> <li>Carswell North Project – 1 new claim totaling 1,544.2 ha</li> </ul> <ul> <li>Carter North Project – 2 additional claims totaling 6,349.5 ha</li> </ul> <ul> <li>Carter West Project – 6 new claims totaling 24,397.9 ha</li> </ul> <ul> <li>Cree North Project – 7 new claims totaling 30,203.9 ha</li> </ul> <ul> <li>Elevator Project – 1 additional claim totaling 4,696.1 ha</li> </ul> <ul> <li>Ford Lake Project – 3 new claims totaling 4,920.5 ha</li> </ul> <ul> <li>LEB Project – 2 new claims totaling 607.4 ha</li> </ul> <ul> <li>Perpete Project – 1 new claim totaling 350.5 ha</li> </ul> <ul> <li>Pine Project – 7 new claims totaling 23,816.9 ha</li> </ul> <ul> <li>Rapids Project – 4 new claims totaling 15,561.2 ha</li> </ul> Notably, the press release stated that the LEB Project is highly prospective for both unconformity-hosted and basement-hosted uranium mineralization. Historical sampling at this site has shown grab samples including up to 796 and 467 ppm (parts per million) uranium. Historical discoveries have also been found at the Pine Project and the Carter North Project. Skyharbour is a Canadian uranium exploration company focused on projects in Canada's Athabasca Basin. <h2 style="text-align: center;">U.S. Nuclear Capacity Targets Quadruple Growth</h2> Uranium is growing in importance as a crucial component of the energy sector. As a critical component in nuclear energy and emerging technologies, a shortage of the element is only expected to grow. The <a href="https://www.iaea.org/newscenter/news/six-global-trends-in-nuclear-power-you-should-know" target="_blank" rel="noopener">International Atomic Energy Agency</a> projects that global nuclear capacity could double by 2050, reaching between 561 gigawatts and 992 gigawatts. This prediction has caused uranium mine policy support to strengthen. In May 2025, the U.S. issued <a href="https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/uranium-s-next-decade-from-tight-supply-to-a-broader-mining-boom" target="_blank" rel="noopener">a series of executive orders</a> aimed at quadrupling domestic nuclear capacity to 400 gigawatts by 2050, from roughly 100 gigawatts today. "The United States burns through roughly 50 million pounds of uranium each year to fuel the world's largest fleet of nuclear reactors, and imports approximately 95% of that uranium from foreign suppliers," reported <a href="https://www.stockwatch.com/News/Item/U-C3653-U!UEC-20260514/U/UEC" target="_blank" rel="noopener">Equity Insider</a> on May 14, 2026. The report continued, "That structural import dependence — combined with accelerating demand projections for nuclear power across AI data centers, grid expansion, and emerging space-deployment mandates — has placed domestic uranium development firmly into the national security conversation." Currently, <a href="https://www.stockwatch.com/News/Item/U-C3653-U!UEC-20260514/U/UEC" target="_blank" rel="noopener">several companies are advancing America's domestic uranium mine portfolio</a>. Among them, Uranium Energy Corp has continued to develop its U.S.-based in-situ recovery uranium production platform across Texas and Wyoming, alongside development-stage assets in the Powder River and Great Divide basins. <h2 style="text-align: center;">Experts Eyeing New Developments</h2> On July 23, 2026, Jeff Clark and Daniel Flynn of <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> dove into Skyharbour's latest news. Flynn wrote: "In our <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/mid-summer-full-portfolio-update-2/" target="_blank" rel="noopener">summer portfolio review</a>, we rated Skyharbour a 'Hold', mainly because we hadn't heard much from Moore since drilling began. However . . . plenty of news flow is ahead. It’s particularly compelling that total drilling this year will be double last year's, and all those results are ahead. We could see assays from Moore and the company's broader project pipeline start to add value. Jeff remains overweight. Stay tuned for the next round of results." Haywood Capital Markets analyst Marcus Giannini began covering Skyharbour on May 28, 2026, with a "Buy" recommendation and a CA$1-per-share target. He described the company as a uranium explorer focused on finding unconformity-related deposits in the Athabasca Basin, with Moore Lake and Russell Lake serving as its principal projects. "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 said Skyharbour broadens its exploration reach through a prospect-generator model that relies largely on partner-funded work at projects near established uranium-bearing corridors. He identified the company's Denison Mines Corp. (DML:TSX; DNN:NYSE.MKT) partnership at Russell Lake as a major development, providing the project with a stronger exploration program backed by an experienced, well-funded partner. "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." <h2 style="text-align: center;">Moore, Russell Lake Drilling Continues</h2> Skyharbour's 2026 program is anchored by more than 30,000 meters of anticipated drilling across the portfolio, concentrated on its co-flagship assets in the eastern Athabasca Basin. At the 100%-owned, 35,705-hectare Moore Uranium Project, the Company is executing a multi-phased 8,000–10,000-meter campaign — Phase 1 comprising roughly 4,000–5,000 meters in 10 to 12 holes — testing the newly delineated Nomad corridor, the untested strike extension at Esker where historical hole ML-165 returned 1.21% U₃O₈ over 0.5 m, the underexplored Nutana target, and basement-focused expansion drilling at the Maverick Zones, which have delivered results including 6.0% U₃O₈ over 5.9 m and, more recently, 4.84% U₃O₈ over 4.4 m including 11.77% over 1.6 m in ML25-15. Across the adjacent Russell Lake Joint Ventures, the 73,314-hectare package restructured with Denison Mines in December 2025 into four separate properties carrying total consideration of up to CA$61.5 million — over 15,000 meters is planned in 2026, including approximately 7,500 meters sole-funded by Denison at Wheeler North targeting Fox Lake Trail, the Fork Zone (host to 3.0% U₃O₈ over 0.5 m) and Sphinx, located roughly one kilometer from Denison's Phoenix deposit, alongside 4,000–5,000 meters on the Skyharbour-operated RL property and approximately 3,600 meters at Getty East, with more than 35 kilometers of largely untested conductors remaining across the joint ventures. Skyharbour simultaneously runs a prospect generator model, optioning and joint-venturing its secondary projects to partner companies that fund the exploration while Skyharbour retains a minority interest, royalties, cash, and share payments, and equity positions in the partners — in aggregate representing potentially over CA$76 million in partner-funded exploration expenditures and over CA$45 million in cash and share payments to the Company. This pipeline was materially deepened as Skyharbour acquired 46 new mineral claims totaling approximately 149,439 hectares through Saskatchewan's low-cost online staking process, aided by a proprietary in-house tenure monitoring system that provides a first-mover advantage on lapsing ground. The claims form 10 new or reacquired projects, lifting the portfolio to 44 projects across 682,100 hectares (1.69 million acres) and giving Skyharbour a substantially larger inventory of optionable ground to convert into partner-funded exploration without diluting shareholders. <h2 style="text-align: center;">Ownership & Share Information1</h2> Skyharbour Resources Ltd. has a market cap of CA$88.46 million, with 221.15 million shares outstanding. The company's 52-week range is CA$0.28-CA$0.66. Institutions own 29.98% of shares, while Management & Insiders own 3.13%. The remaining 66.89% of shares are Retail. [OWNERSHIP_CHART-6026] <h2 style="text-align: center;">Frequently Asked Questions</h2> Q: What is the Athabasca Basin? A: The Athabasca Basin is a region in northern Saskatchewan and Alberta that hosts some of the world's highest-grade uranium deposits. It is considered one of the most important uranium exploration and mining districts globally. Q: What is uranium used for? A: Uranium is a critical mineral primarily used as fuel for nuclear power plants, which generate low-carbon electricity. It is also used in medical isotope production, scientific research, and certain defense applications. Q: What is a mineral claim? A: A mineral claim gives a company the legal right to explore a specific area for valuable minerals. If exploration is successful, the company may apply for additional permits to develop a mine, subject to regulatory approval. Q: What is a prospect generator model? A: A prospect generator model is a business strategy in which a mining company acquires and explores mineral properties before partnering with other companies to fund further development. In return, the company may retain ownership interests, royalties, or equity while reducing its own exploration costs. Q: What is a joint venture in mining? A: A joint venture is a partnership between two or more companies to explore or develop a mining project together. The partners typically share costs, risks, and any future benefits according to the terms of their agreement. Q: What is uranium mineralization? A: Uranium mineralization refers to naturally occurring concentrations of uranium within rock formations. Exploration companies search for these areas because they may contain enough uranium to support future mining if further drilling confirms their size and grade. <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 and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000.</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=31951"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31951" width="0" height="0"> ( Companies Mentioned: SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE, ) Fri, 24 Jul 2026 00:00:00 PST Five New Uranium Drill Targets Emerge as Exploration Corridor Grows https://www.streetwisereports.com/article/2026/07/24/five-new-uranium-drill-targets-emerge-as-exploration-corridor-grows.html Source: <a href="https://www.streetwisereports.com/article/2026/07/24/five-new-uranium-drill-targets-emerge-as-exploration-corridor-grows.html?utm_medium=feed">Streetwise Reports 07/24/2026</a> Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0:FSE) identified five priority drill target areas after expanding a gravity survey at its Coyote target in the Athabasca Basin.Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0; FSE) announced <a href="https://www.stallionuranium.com/news/news-releases/stallion-uranium-identifies-multiple-new-high-priority-uranium-drill-targets-at-coyote-from-integrated-geophysics" target="_blank" rel="noopener">the completion of an expanded ground gravity survey at its Coyote target, which identified multiple new high-priority uranium drill targets and extended the prospective strike length of the Coyote exploration corridor within the Moonlite Project, part of the southwestern Athabasca Basin Joint Venture with ATHA Energy Corp. (SASK:TSX.V; SASKF:OTCMKTS; X5U:FRA).</a> The survey was completed in two phases and expanded coverage across the interpreted Coyote conductive corridor beyond the company's previously announced gravity results dated July 14, 2025. According to the company, the expanded survey identified five integrated target areas across the Coyote corridor, designated A through E, where gravity lows coincide with interpreted structures and conductive corridors. The company said several gravity low anomalies occur at structural intersections that are recognized as favorable settings for Athabasca uranium deposits. The survey also extended the prospective strike length beyond the original target area and contributed to an updated geological model that integrated gravity data with previously completed MobileMT, ground TDEM, magnetic, and structural interpretations. <a href="https://www.stallionuranium.com/news/news-releases/stallion-uranium-identifies-multiple-new-high-priority-uranium-drill-targets-at-coyote-from-integrated-geophysics" target="_blank" rel="noopener">Matthew Schwab, CEO of Stallion, said</a>, "Through every step of this exploration program, we continue to strengthen our confidence in the Coyote corridor. The expanded gravity survey has materially increased the number of high-priority drill targets while further validating the geological model we have been building over the past several years. As we continue integrating each dataset, we're seeing a larger and more compelling exploration system emerge." He added, "The integration of multiple independent geophysical datasets continues to refine drill targeting while systematically reducing geological risk across the Coyote Corridor." The company said the eastern extension expanded the survey footprint across the remainder of the interpreted conductive corridor and identified several additional discrete gravity low features. These gravity lows occur in areas interpreted to contain significant structural complexity and are spatially associated with electromagnetic conductors interpreted from previous MobileMT, HeliSam, and ground TDEM surveys. The integrated dataset outlines multiple priority target areas distributed along the Coyote corridor outside the previous survey area. Following completion of the survey extension, Stallion integrated the new gravity data into an updated three-dimensional exploration model. According to the company, the gravity inversion suggests several gravity low features extend beneath the unconformity and are associated with interpreted fault intersections and graphitic conductive horizons. The company said the updated geological model will be used to refine future drill collar locations and prioritize exploration across the broader Coyote corridor. Convolutions Geoscience completed a 3D inversion of the gravity data using industry-standard Fullagar Vertical Prism Magnetic and Gravity (VPmg) codes to estimate subsurface density variations and assist in delineating alteration zones of interest for uranium exploration. <div class="qMYqUG_convSearchResultHighlightRoot"> <div class="" data-turn-id-container="request-WEB:06907f48-409a-4cf8-b9ff-3986a765a35d-3" 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:06907f48-409a-4cf8-b9ff-3986a765a35d-3" data-turn-id-container="request-WEB:06907f48-409a-4cf8-b9ff-3986a765a35d-3" data-testid="conversation-turn-8" data-turn="assistant"> <div class="text-base my-auto mx-auto pb-15 [--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="db604a21-b1dd-4293-92c3-232c341e6a28" data-message-model-slug="gpt-5-5" data-turn-start-message="true"> <div class="flex w-full flex-col gap-1 empty:hidden"> <div class="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="1ofwwkj" data-start="0" data-end="18">Uranium Sector Backed by Tight Supply, Rising Demand</h2> <a href="https://www.proactiveinvestors.com/companies/news/1095799/uranium-fundamentals-keep-improving-but-market-takes-its-time-to-catch-up-1095799.html" target="_blank" rel="noopener">According to a July 21 analysis from Sprott Asset Management</a>, uranium market fundamentals had continued to strengthen even as uranium mining equities underperformed during the first half of the year. The report stated that "this performance divergence reflects a combination of near-term market uncertainty, risk-off positioning and subdued investor sentiment rather than any deterioration in the sector's underlying fundamentals." Sprott reported that the long-term uranium price had reached US$94 per pound at the end of June, its highest level in 18 years, while spot uranium had gained 4.28% year to date. The report also stated that "the rapid expansion of AI data centers, reshoring, advanced manufacturing, and electrification are accelerating the demand for reliable, base load electricity," while demand not yet covered by existing uranium contracts was projected to exceed 3 billion pounds through 2045. Jacob White, director of ETF product management at Sprott Asset Management, told Proactive that "the demand and supply fundamentals for uranium miners have rarely been stronger," while noting that "the market has not focused on that." He also said utilities were "beginning to face much larger uncovered requirements" for uranium supply within their contracting window. Sprott further noted that Canada's Nuclear Energy Strategy targeted a doubling of uranium exports by 2035 while reinforcing the country's position as the world's second-largest uranium producer. <a href="https://www.mining.com/sprott-sees-buying-opportunity-as-uranium-stocks-trail-market/" target="_blank" rel="noopener">The Northern Miner cited Jacob White, who wrote, </a>"A rising long-term price shows that the market remains tight, even if equity markets don't reflect it." According to the report, Sprott said tightening long-term supply, stronger nuclear policies, and rising electricity demand continued to support uranium. The publication also noted that long-term uranium prices more closely reflected utility contracting, mine economics, and pricing required to encourage new production, while governments had shifted from broad support for nuclear energy toward financing and regulatory reforms intended to advance projects. <a href="https://bravenewcoin.com/insights/uranium-price-stabilizes-near-86-as-cameco-signals-an-early-reversal" target="_blank" rel="noopener">BNC reported on July 24 that uranium was trading at approximately US$85.75 per pound after several months of relatively narrow price movement.</a> According to the report, the commodity had remained within an established trading range following a temporary move above US$100 earlier in the year, with support holding between approximately US$84 and US$85 per pound. The publication stated that technical indicators had shown "mild improvement," while the price action indicated that "since April, sharp down moves have stopped occurring," as uranium continued to trade within a stable range. <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="1j10v7m" data-start="0" data-end="75">Paydirt Prospector Reiterated Buy Rating as Coyote Exploration Advanced</h2> <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/mid-summer-full-portfolio-update-2/" target="_blank" rel="noopener">According to the July 9 Paydirt Prospector Mid-Summer Full Portfolio Update,</a> Jeff Clark and Daniel Flynn maintained a Buy rating on Stallion Uranium. The publication did not provide a formal price target. Clark and Flynn described the company as "a high-risk speculation, a pre-discovery play," adding, "But it could also move like Usain Bolt if the drill bit delivers." The newsletter stated that Stallion was "testing Coyote for a big basement-hosted uranium system in the Athabasca Basin for the first time." It added that the project was "drawing comparisons to NexGen Energy Ltd.'s (NXE:TSX; NXE:NYSE.MKT) Arrow deposit, with early drilling already turning up elevated radioactivity and promising structural signs." The authors cautioned, "That's not a discovery yet. Assays decide that." They also wrote that "Stallion has already expanded the program, and the stock bounced back quickly after falling on the last update." The report concluded, "This is an overweight position for Jeff and I." </div> </div> </div> </div> </div> </div> </section> </div> </div> <h2 style="text-align: center;">Next Catalysts Focus on Assays and Additional Drill Testing</h2> Much of the exploration work outlined in Stallion's March 2026 corporate presentation has now been completed. The company has already advanced its winter diamond drilling program at the Coyote Corridor, expanded the program following encouraging early results, completed multiple geophysical surveys, and released the results of its expanded ground gravity survey that identified five priority drill target areas. According to the <a href="https://www.stallionuranium.com/_resources/presentations/Stallion-Uranium_Corporate-Presentation_2026-03-11_WEBSITE.pdf?v=072410?v=1738528164" target="_blank" rel="noopener">company's March 2026 corporate presentation</a>, drilling at the Fishhook and Lynx targets remained part of the company's broader exploration plans, although no subsequent company releases indicated that drilling had begun at either target. The presentation also stated that geophysical work would continue across priority targets as the company refined its exploration pipeline. With the current drilling program completed, results from the Coyote diamond drilling program remain outstanding. As noted in the July 9 Paydirt Prospector Mid-Summer Full Portfolio Update, "That's not a discovery yet. Assays decide that." [OWNERSHIP_CHART-10167] <h2 style="text-align: center;">Ownership and Share Structure1</h2> Less than 10% of the company is owned by insiders and management, and there are no institutional holders. Strategic investor Matt Mason, a founder of Hathor, has about 30%, the company said. The company's market capitalization is approximately CA$37.53 million with about 150.13 million shares outstanding on a fully diluted basis. The 52‑week range is CA$0.19 to CA$0.53. <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="1xvwnkw" data-start="368" data-end="375">FAQs</h2> <h3 data-section-id="1l1tthk" data-start="377" data-end="437">What did Stallion Uranium announce at the Coyote target?</h3> Stallion Uranium announced the completion of an expanded ground gravity survey at its Coyote target within the Moonlite Project. According to the company, the survey identified multiple new high-priority uranium drill targets and expanded the prospective strike length of the Coyote exploration corridor. <h3 data-section-id="18iib8n" data-start="744" data-end="799">Where is Stallion Uranium's Coyote project located?</h3> The Coyote target is part of the Moonlite Project in the southwestern Athabasca Basin Joint Venture with Atha Energy Corp. <h3 data-section-id="1iabnze" data-start="924" data-end="986">How many new drill target areas were identified at Coyote?</h3> According to Stallion Uranium, five priority drill target areas, labeled A through E, were identified where gravity lows coincide with interpreted structures and conductive corridors. <h3 data-section-id="ucxdlj" data-start="1172" data-end="1241">What exploration methods were used at the Coyote uranium project?</h3> The company said it integrated ground gravity survey results with MobileMT, ground TDEM, magnetic, and structural interpretation data to generate an updated three-dimensional exploration model for the Coyote corridor. <h3 data-section-id="zrxhcr" data-start="1460" data-end="1521">Why are gravity surveys important in uranium exploration?</h3> According to Stallion Uranium, the expanded gravity survey identified gravity low anomalies associated with interpreted conductive trends and structural complexity. The company said these datasets help refine drill targeting and geological interpretation. <h3 data-section-id="sx7olu" data-start="1779" data-end="1812">What is the Moonlite Project?</h3> The Moonlite Project is located in the southwestern Athabasca Basin and is part of a joint venture between Stallion Uranium and Atha Energy Corp. The Coyote target is one of the project's exploration corridors. <h3 data-section-id="m41sjs" data-start="2025" data-end="2084">What are the next steps for Stallion Uranium at Coyote?</h3> The company said the newly identified gravity targets will be incorporated into upcoming drill planning, with priority given to areas where gravity lows coincide with conductive corridors and interpreted basement structures. <h3 data-section-id="xdegm9" data-start="2311" data-end="2353">What is the Athabasca Basin known for?</h3> The Athabasca Basin is one of the world's best-known uranium exploration regions and hosts numerous uranium deposits. Stallion Uranium's Moonlite Project is located in the basin's southwestern region. <h3 data-section-id="15nyq3v" data-start="2556" data-end="2619">Who reviewed the technical information in the announcement?</h3> According to the company, Darren Slugoski, P.Geo., vice president of exploration, reviewed and approved the scientific and technical disclosures as the Qualified Person under National Instrument 43-101. <h3 data-section-id="1ct0f16" data-start="2824" data-end="2883">What did the expanded Coyote gravity survey accomplish?</h3> According to Stallion Uranium, the expanded survey increased coverage across the interpreted conductive corridor, identified additional gravity low anomalies, and contributed to an updated geological model used for future drill targeting. <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>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 Stallion Uranium Corp</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" target="_blank" rel="noopener">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=31945"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31945" width="0" height="0"> ( Companies Mentioned: STUD:TSX; STLNF:OTCQB; FE0; FSE, ) Fri, 24 Jul 2026 00:00:00 PST Uranium Market Firm, Ready to Move Higher https://www.streetwisereports.com/article/2026/07/23/uranium-market-firm-ready-to-move-higher.html Source: <a href="https://www.streetwisereports.com/article/2026/07/23/uranium-market-firm-ready-to-move-higher.html?utm_medium=feed">Barry Dawes 07/23/2026</a> Barry Dawes of Martin Place Securities shares his analysis of the uranium market and a few stocks he thinks are worth looking into.The uncertainty developing in the Gulf with the Iran conflict has depleted global oil inventory buffers and increased concerns about the world's energy position. Hydrocarbons still made up ~86% of all 2025 energy demand, with oil ~33%, so the loss of about 11mmbopd (~10%) is critical . Prices for all forms of hydrocarbons will therefore rise, and so all alternatives will follow. The reliance on oil for transportation and petrochemicals remains in place, but most other uses have been displaced and have declined. Oil now makes up only 2.2% of 2025 electricity generation. In complete contrast, nuclear makes up only 5.2% of total energy but 8.8% of all electricity. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364500_image040.jpg" alt="" width="239" height="227" /> The trend towards high-capacity base-load electricity is strong and is growing. Data Centers, particularly for AI requirements, need stable, continuous power flows, and nuclear power provides one of the cheapest and certainly the most reliable sources. Data for 2025 shows uranium demand of 69,000t (152mlb) from 440 operable reactors with 403,000 Mwe capacity Another 79 (87,000Mwe)are under construction, another 120 (108,000Mwe) are planned, and 326 (302,000Mwe) are proposed. The numbers show a 22% increase in MWEe from under construction, 48% increase with planned included, and a gross 123% increase if all are included. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364528_download.png" alt="" width="1000" height="313" /> This demand growth is obvious, but the expanding supply gap is extraordinary. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364601_download1.png" alt="" width="1000" height="566" /> <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364613_download2.png" alt="" width="1000" height="505" /> More uranium mines are needed. Theatre of the Absurd. Australia has union-collectivist mindset politicians with vision down to their toes. All this use of safe nuclear power generation and massive growth in capacity are planned. Genius Albo is going to provide uranium to India while limiting the exploration and development of uranium mines here. While refusing to debate the opportunity of nuclear power in Australia. <h2 style="text-align: center;">Uranium Prices</h2> Uranium contract prices are quite different from spot, but the Globex Futures price helps show market sentiment. Turnover is low, but it is helpful. Interesting intraday moves this week and the tight wedging pattern are suggesting a strong move is coming quite soon. The Uranium Energy Corp. (UEC:NYSE AMERICAN) holds physical uranium, so it is a better overall indicator showing rising volume. See below. The price is just above the trend line, ready to move up. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364645_download3.png" alt="" width="657" height="487" /> See below. The price is in a tight wedge, sharp move incoming. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364726_download4.png" alt="" width="660" height="504" /> See below. Small pullback to the uptrend in Uranium Energy Corp. (UEC:NYSE AMERICAN)? <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364745_download5.png" alt="" width="700" height="530" /> <h2 style="text-align: center;">North American Uranium Stocks</h2> Market action in the key uranium companies gives strong support for a resumption in uptrends. Cameco Corp. (CCO:TSX; CCJ:NYSE) <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364827_download6.png" alt="" width="700" height="530" /> NexGen Energy Ltd. (NXE:TSX; NXE:NYSE.MKT) <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364845_download7.png" alt="" width="700" height="530" /> Kazatomprom (NATKY:OTCMKTS; KAP:LSE) <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364904_download8.png" alt="" width="700" height="530" /> Uranium Royalty Corp. (UROY:NASDAQ; URC:TSX) <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364916_download9.png" alt="" width="700" height="530" /> The major uranium stocks are moving against uranium as represented by the UEC. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364944_download10.png" alt="" width="700" height="530" /> <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672364958_download11.png" alt="" width="700" height="530" /> The relativities are also showing a move up for uranium against gold and for uranium stocks to resume their rises against the S&P500. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672365017_download12.png" alt="" width="700" height="530" /> <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202672365027_download13.png" alt="" width="700" height="530" /> Feel the energy! <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>Barry Dawes: I, or members of my immediate household or family, own securities of: None. 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><img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=31937"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31937" width="0" height="0"> Thu, 23 Jul 2026 00:00:00 PST Texas BESS Project Selection Boosts Bimergen Energy ERCOT Pipeline https://www.streetwisereports.com/article/2026/07/22/texas-bess-project-selection-boosts-bimergen-energy-ercot-pipeline.html Source: <a href="https://www.streetwisereports.com/article/2026/07/22/texas-bess-project-selection-boosts-bimergen-energy-ercot-pipeline.html?utm_medium=feed">Streetwise Reports 07/22/2026</a> Bimergen Energy advances its Wildfire BESS project in Caldwell County, Texas, through a key FPUSA platform conversion. Learn how the ERCOT battery storage developer is positioning for growth amid rising grid demand.The U.S. battery energy storage market is expanding rapidly as utilities and grid operators seek reliable ways to balance growing electricity demand with renewable generation. Texas, in particular, stands out due to its ERCOT power market and increasing need for flexible resources. Bimergen Energy Corp. (BESS:NYSE) is a development-stage company focused on battery energy storage system projects. Its recent selection of the Wildfire BESS Project for conversion onto the Frontier Power USA platform highlights the company's ability to advance late-stage assets in high-growth regions. <h2 style="text-align: center;">Why Bimergen Energy Stands Out in the Current Market</h2> Bimergen Energy operates as a project developer rather than a manufacturer. This capital-light approach allows the company to manage development risk while partnering with established players for financing, manufacturing, and construction. The Wildfire selection follows an earlier conversion of a 480 MWh ERCOT portfolio and demonstrates repeatable execution under the existing strategic framework with Frontier Power USA. <h2 style="text-align: center;">Unique Business Model and Strategic Advantages</h2> The company's model centers on advancing projects through feasibility, site control, interconnection, and permitting before transferring them to partners. A typical 100 MW project requires roughly US$125 million in capital expenditures, yet can deliver approximately 50% EBITDA margins once contracted. Bimergen retains a 7.5% economic interest in transferred projects while partners such as Frontier Power USA fund construction equity. <h2 style="text-align: center;">Key Assets, Projects, and Near-Term Catalysts</h2> The Wildfire BESS Project is a 100 MW / 400 MWh facility located in Caldwell County, Texas. It is expected to use Eos Energy Enterprises' Z3 long-duration batteries. Closing is contingent on definitive documentation and the successful completion of Eos's rights offering. Together with previously closed and selected projects, the portfolio now represents approximately 1.8 GWh against Frontier Power USA's 2 GWh capacity reservation agreement with Eos. Bimergen's broader pipeline includes 23 projects totaling 2.0 GW across ERCOT, WECC, PJM, and MISO. Notable assets include Redbird, Friendship, Ladybird, Longhorn, Pecan, Prickly Pear, and Yellow Rose. Recent milestones encompass the selection of SMA as inverter supplier, an EPC award to TruGrid, and the acquisition of eight late-stage projects totaling 79.2 MW. <h2 style="text-align: center;">Industry Timing and Broader Market Trends</h2> <a href="https://seia.org/research-resources/energy-storage-market-outlook/" target="_blank" rel="noopener">According to the Solar Energy Industries Association and Benchmark Mineral Intelligence's Q2 Energy Storage Market Outlook, published May 21,</a> utility-scale installations reached 7.8 GWh in the first quarter, supporting strong growth in states such as Texas. Additional reports highlight expanding markets for sodium-ion and flywheel technologies as the sector moves beyond pilot projects into commercial procurement. <a href="https://www.gminsights.com/industry-analysis/utility-scale-sodium-ion-energy-storage-systems-market" target="_blank" rel="noopener">Global Market Insights wrote on July 20 that the global utility-scale sodium-ion energy storage systems market was valued at US$113.2 million in 2025</a> <a href="https://uk.finance.yahoo.com/news/flywheel-energy-storage-system-market-160700743.html" target="_blank" rel="noopener">Research and Markets wrote in a July 20 report that the flywheel energy storage system market was projected to reach US$519.33 million in 2026.</a> <h2 style="text-align: center;">Analyst Views, Valuation, and Capital Structure</h2> Atrium Research initiated coverage in June with a Buy rating and US$9.50 per share target, citing Bimergen's net cash position of US$8.9 million and US$250 million in secured mezzanine and equity commitments. The firm maintained its rating and target following the Wildfire announcement. MarketBeat reports a consensus Buy rating from three analysts, <a href="https://www.marketbeat.com/stocks/NYSEAMERICAN/BESS/forecast/" target="_blank" rel="noopener">according to the ratings history</a> Frontier Power USA's equity base includes commitments from Cerberus Capital Management funds and a planned US$50 million direct equity commitment from Hudson Bay Capital as part of a broader US$125 million package. KKR Capital Markets is supporting long-term project financing. <h2 style="text-align: center;">Share Structure and Upcoming Milestones</h2> 1Management and insiders hold 37.78% of Bimergen Energy Corp, while institutions own 11.04%. The company maintains a modest market capitalization and continues to advance projects toward notice-to-proceed milestones in 2026 and early 2027. [OWNERSHIP_CHART-11602] <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Bimergen Energy is advancing a 2.0 GW pipeline with a capital-light development model focused on ERCOT and other key markets.</li> <li>The Wildfire BESS Project selection expands Frontier Power USA's converted capacity to approximately 1.8 GWh under the Eos reservation agreement.</li> <li>Strategic partnerships provide access to long-duration battery supply, institutional capital, and construction expertise.</li> <li>Analyst coverage highlights attractive valuation multiples relative to peers and a US$9.50 price target.</li> <li>Market tailwinds from rising electricity demand and renewable integration support continued project development.</li> </ul> <h2 style="text-align: center;">Common Questions from Investors</h2> What is a battery energy storage system? A battery energy storage system stores electricity for later discharge to balance supply and demand on the grid. How does the Frontier Power USA platform benefit Bimergen Energy? The platform integrates development, manufacturing capacity, and financing to accelerate project conversion and construction. What regions does Bimergen's pipeline cover? The 23 projects span ERCOT, WECC, PJM, and MISO markets in states including Texas, Arizona, Virginia, Pennsylvania, and Louisiana. Why are long-duration batteries important? Long-duration batteries can deliver power over extended periods, supporting grid reliability as renewable generation grows. Bimergen Energy's progress with the Wildfire project and broader pipeline positions the company to participate in the expanding U.S. battery storage sector while maintaining disciplined capital deployment. <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" target="_blank" rel="noopener">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=31920"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31920" width="0" height="0"> ( Companies Mentioned: BESS:NYSE, ) Wed, 22 Jul 2026 00:00:00 PST Nevada Phosphate Project Delivers Strong Drill Hits Amid Fertilizer Shortage https://www.streetwisereports.com/article/2026/07/21/nevada-phosphate-project-delivers-strong-drill-hits-amid-fertilizer-shortage.html Source: <a href="https://www.streetwisereports.com/article/2026/07/21/nevada-phosphate-project-delivers-strong-drill-hits-amid-fertilizer-shortage.html?utm_medium=feed">Streetwise Reports 07/21/2026</a> Nevada Organic Phosphate reports solid P2O5 intercepts at Murdock Mountain while the global phosphate fertilizer market heads toward $127 billion by 2034. See the latest results and analyst target.Global demand for phosphate fertilizers is rising sharply due to population growth, supply-chain strains, and geopolitical risks affecting traditional suppliers. Retail investors seeking exposure to this essential agricultural input are examining early-stage projects that could help meet future needs with domestic sources. Nevada Organic Phosphate Inc.'s (NOP:CSE; NOPFF:OTCQB) recent drilling at its Murdock Mountain property in Elko County, Nevada, provides fresh data points for that evaluation. <h2 style="text-align: center;">Global Phosphate Fertilizer Market Poised for Major Expansion</h2> The worldwide phosphatic fertilizers market stood at US$62.64 billion in 2025 and is forecast to reach US$127.01 billion by 2034. North America already accounts for a meaningful share and continues to grow on the back of advanced application technologies and steady crop-nutrient requirements. In the United States alone, the market is projected to hit US$8.47 billion by 2032. <a href="https://www.fortunebusinessinsights.com/phosphatic-fertilizers-market-102583" target="_blank" rel="noopener">Fortune Business Insights</a> highlights that corn, soybean, and wheat crops drive much of the demand because these staples require substantial phosphate inputs. Climate pressures and shipping disruptions are adding urgency. Droughts, erratic rainfall, and extreme weather events make precise nutrient placement more important for farmers. At the same time, conflicts near key export routes have pushed fertilizer prices higher, with some indices rising more than 30 percent in a single year. <a href="https://www.gisreportsonline.com/r/iran-war-strains/" target="_blank" rel="noopener">GIS Reports Online</a> notes that ammonia, urea, and natural-gas supply risks remain elevated, reinforcing interest in secure North American phosphate sources. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Recent drilling at Murdock Mountain returned 10.73 percent P2O5 over 4.50 meters in the Upper Phosphate Zone, confirming continuity near earlier high-grade intercepts.</li> <li>The company controls a 6.6-kilometer sedimentary phosphate bed in northeast Nevada, a jurisdiction with established permitting pathways.</li> <li>An independent research firm assigned a CA$0.64 fair-value target and Buy rating, citing low-impurity rock and an experienced team.</li> <li>Exploration target inventory ranges from 200 to 220 million tons grading 3 to 15 percent P2O5 across the 3,166-hectare project area.</li> <li>Drilling of a 1.5-kilometer step-out hole is nearly complete, with a potential NI 43-101 resource estimate targeted for early to mid-2026.</li> </ul> <h2 style="text-align: center;">Murdock Mountain Delivers Consistent Phosphate Intercepts</h2> On July 15, 2026, Nevada Organic Phosphate released assay results from hole MM26-9. The Upper Phosphate Zone returned a weighted average of 10.73 percent P2O5 across an apparent thickness of 4.50 meters. Core angles of 80-90 degrees indicate a true thickness of approximately 4.48 meters. A separate 1.00-meter interval in the Lower Zone graded 8.18 percent P2O5. The hole lies near an earlier intercept that returned 11.89 percent and 17.47 percent P2O5, supporting the geologic model of continuous mineralization along the trend. Management noted that a 42.15-meter interval of Meade Peak formation was intersected, including a well-developed Upper Phosphate Zone. They view an earlier poor result as a localized anomaly rather than a change in the overall target horizon. <a href="https://www.stockwatch.com/News/Item/Z-C!NOP-3841472/C/NOP" target="_blank" rel="noopener">An update from its exploration program</a> also confirmed that hole MM26-10, located 1.5 kilometers southwest of previously untested ground, is nearly complete. <h2 style="text-align: center;">Organic Phosphate Offers Distinct Technical Advantages</h2> Organic sedimentary phosphate beds differ from igneous deposits in impurity profiles. Lower levels of certain contaminants can simplify downstream processing for fertilizer manufacturers. The company describes its material as a raw rock phosphate suitable for organic and conventional fertilizer production, a <a href="https://www.alfa-chemistry.com/products/organic-phosphates.html#:~:text=Organic%20phosphates%20are%20often%20used,promoting%20healthy%20growth%20and%20development." target="_blank" rel="noopener">common ingredient </a>in both agricultural and industrial applications. <h2 style="text-align: center;">Analyst Coverage Highlights Valuation Opportunity</h2> Couloir Capital issued a Buy rating with a CA$0.64 target price on May 21, 2026. The report cited an experienced management team and favorable chemistry from initial drilling that exceeded 10 percent P2O5. The exploration target mineral inventory of 200-220 million tons provides a framework for future resource definition work. <h2 style="text-align: center;">Share Structure and Next Steps</h2> Nevada Organic Phosphate Inc. carries a market capitalization of approximately US$15.29 million based on 178.92 million shares outstanding. The 52-week trading range spans US$0.03 to US$1.00. [OWNERSHIP_CHART-11627] 1Insiders hold 6.05 percent while retail investors own the remaining 93.95 percent. A NI 43-101 resource estimate could be prepared by early to mid-2026 if drilling continues to meet expectations. Positive results could support a Preliminary Economic Assessment shortly thereafter. <h2 style="text-align: center;">Common Questions from Investors</h2> Q: Why does a domestic phosphate project matter when global supply exists? A: Supply disruptions and rising transport costs have increased the strategic value of North American sources that can reduce reliance on distant producers and shorten delivery times for U.S. farmers. Q: What does a P2O5 grade actually tell investors? A: Phosphorus pentoxide percentage is the standard mining-industry measure of phosphate concentration. Higher grades generally indicate material that requires less processing to reach commercial fertilizer specifications. Q: How soon could a resource estimate affect the share price? A: A compliant resource provides an independent, quantified estimate of tonnage and grade. Markets often re-rate junior companies once such data replace exploration targets, though economic studies are still required to assess viability. Q: What risks should retail investors consider? A: Early-stage exploration carries geologic, permitting, and financing risks. Not every drill program leads to a producing mine, and additional capital will likely be needed for feasibility work. The combination of rising fertilizer demand, supportive drill results, and an independent price target positions Nevada Organic Phosphate as a company worth monitoring as it advances its Nevada asset. Further assay data from the current step-out hole will provide additional clarity on the scale of the opportunity. <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. 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=31899"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31899" width="0" height="0"> ( Companies Mentioned: NOP:CSE;NOPFF:OTCQB, ) Tue, 21 Jul 2026 00:00:00 PST New Texas Battery Storage Project Pushes Platform to 1.8 GWh of Selected Capacity https://www.streetwisereports.com/article/2026/07/21/new-texas-battery-storage-project-pushes-platform-to-1-8-gwh-of-selected-capacity.html Source: <a href="https://www.streetwisereports.com/article/2026/07/21/new-texas-battery-storage-project-pushes-platform-to-1-8-gwh-of-selected-capacity.html?utm_medium=feed">Streetwise Reports 07/21/2026</a> Bimergen Energy Corp. (BESS:NYSE) announced FPUSA selected the 100 MW / 400 MWh Wildfire BESS Project under the company's existing strategic framework.Bimergen Energy Corp. (BESS:NYSE) announced<a href="https://www.stockwatch.com/News/Item/U-z9761767-U!BESS-20260714/U/BESS" target="_blank" rel="noopener"> that Frontier Power USA (FPUSA) has selected the Wildfire BESS Project, a 100 MW / 400 MWh battery energy storage project in Caldwell County, Texas, for conversion onto the FPUSA platform under the companies' existing strategic framework</a>. According to the announcement, the project is expected to utilize Eos Energy Enterprises' Z3 long-duration batteries, while closing remains contingent upon the negotiation and execution of definitive documentation and the successful closing of Eos's recently announced rights offering. The Wildfire selection follows FPUSA's previously announced conversion of a 480 MWh portfolio of ERCOT-based projects from the Bimergen portfolio and FPUSA's selection of four projects representing approximately 920 MWh under its strategic framework with Stella Energy Solutions. Together, the closed and selected projects represent approximately 1.8 GWh of battery energy storage capacity, equal to approximately 90% of FPUSA's 2 GWh capacity reservation agreement with Eos. According to the company, the transaction is expected to be documented on economic terms consistent with the previously completed Bimergen portfolio transaction. FPUSA stated that its closed and selected project portfolio is focused on projects targeting near-term notice-to-proceed milestones in 2026 and early 2027. FPUSA said it was formed to accelerate the deployment of utility-scale, long-duration battery storage infrastructure by integrating development, committed manufacturing capacity, institutional capital, project financing, and insured performance under a single platform. The company stated that its 2 GWh capacity reservation agreement with Eos is intended to provide dedicated access to an American-made long-duration battery supply. FPUSA also announced that its equity capital base is anchored by a previously announced commitment from funds and accounts managed by Cerberus Capital Management and is expected to be further supported by an investment from Hudson Bay Capital and proceeds from the Eos rights offering. Hudson Bay's commitment includes a US$50 million direct equity commitment into FPUSA, subject to certain conditions, as part of a broader US$125 million commitment, with the remaining US$75 million comprising an investment into Eos to support Eos's investment in FPUSA. The company also said it is working with KKR Capital Markets LLC to support the structuring of long-term project financing across the platform. "Wildfire is another important step in the execution of the FPUSA platform," <a href="https://www.stockwatch.com/News/Item/U-z9761767-U!BESS-20260714/U/BESS" target="_blank" rel="noopener">said Aaron Maczonis, Managing Director at Cerberus Capital Management. </a>"With this selection, FPUSA has now closed or selected approximately 1.8 GWh of projects against its 2 GWh capacity reservation agreement with Eos." Cole Johnson, Co-CEO of Bimergen Energy, said, "Wildfire reflects the depth of Bimergen's development work in ERCOT. This is our second transaction under the framework with FPUSA, and it shows how the model is designed to work." <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="1811sqp" data-start="0" data-end="25">Battery Storage Market Continues to Expand</h2> <a href="https://seia.org/research-resources/energy-storage-market-outlook/" target="_blank" rel="noopener">According to the Solar Energy Industries Association and Benchmark Mineral Intelligence's Q2 Energy Storage Market Outlook, published May 21,</a> battery energy stationary storage installations reached 9.7 GWh during the first quarter, marking "the largest Q1 in history" and a 32% year over year increase. The report stated that the utility-scale market drove growth with 7.8 GWh, or 1.5 GW, installed, while six states each added more than 500 MWh of new capacity. It also noted that many electric vehicle manufacturing facilities were retooling production lines to serve the energy storage market and that the United States could reach more than 120 GWh of battery cell manufacturing capacity if planned facilities become operational. The report stated that the U.S. installed 57.6 GWh of new energy storage capacity in 2025, with 48% of utility-scale storage paired with solar generation, and ranked Texas second nationally with 29,163 MWh of cumulative storage capacity. <a href="https://www.gminsights.com/industry-analysis/utility-scale-sodium-ion-energy-storage-systems-market" target="_blank" rel="noopener">Global Market Insights wrote on July 20 that the global utility-scale sodium-ion energy storage systems market was valued at US$113.2 million in 2025</a>. According to the report, "accelerating renewable energy capacity additions and the structural need for thermally stable, critical-mineral-diversified bulk storage at the grid scale" drove the market. It stated that "the most consequential structural shift in the sodium-ion energy storage market" had been "the exit from the pilot phase into repeatable commercial procurement cycles," with the transition reaching an inflection point during 2025 and 2026. The report also stated that "global renewable energy capacity additions are creating structural demand for large-scale storage that can absorb intermittent generation at the grid interface," while sodium-ion battery technology offered "a structurally differentiated value proposition" because of its reduced dependence on lithium, cobalt and graphite. <a href="https://uk.finance.yahoo.com/news/flywheel-energy-storage-system-market-160700743.html" target="_blank" rel="noopener">Research and Markets wrote in a July 20 report that the flywheel energy storage system market was projected to reach US$519.33 million in 2026.</a> According to the report, flywheel systems were "gaining strategic importance as power networks, industrial facilities, data centers, transit systems, and critical infrastructure seek fast-response, high-cycle, and low-maintenance energy storage." It stated that the industry was being shaped by "the global shift toward renewable energy integration, grid modernization, electrified transportation, and resilient energy infrastructure." The report also noted that "the landscape is therefore shifting from single-purpose storage deployments toward integrated energy resilience ecosystems where flywheels perform targeted, high-value grid and facility functions," while artificial intelligence was increasingly influencing energy storage through "predictive maintenance, real-time dispatch optimization, grid signal interpretation, and lifecycle performance management." <div class="qMYqUG_convSearchResultHighlightRoot"> <div class="" data-turn-id-container="request-6a5f4560-e12c-83ea-8e3a-71e6e0392c6b-7" 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-6a5f4560-e12c-83ea-8e3a-71e6e0392c6b-7" data-turn-id-container="request-6a5f4560-e12c-83ea-8e3a-71e6e0392c6b-7" data-testid="conversation-turn-4" data-turn="assistant"> <div class="text-base my-auto mx-auto pb-15 [--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="ef36083f-c166-46e1-8aff-c559b0f828b9" data-message-model-slug="gpt-5-5" data-turn-start-message="true"> <div class="flex w-full flex-col gap-1 empty:hidden"> <div class="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="1mhh0pg" data-start="0" data-end="67">Analyst Sees US$9.50 Per Share Valuation in Coverage Initiation</h2> In a June 8 initiation report, Atrium Research analyst Nicholas Cortellucci, CFA, and equity research associate Luca Perna initiated coverage of Bimergen Energy Corp. with a Buy rating and a US$9.50 per share target price. The analysts stated that the company had 23 battery energy storage projects in development, totaling 2.0 GW, and described the portfolio as an active development pipeline. They also noted management's stated long-term objective of expanding the portfolio to 4.0 GW. Cortellucci and Perna highlighted the company's balance sheet, writing that Bimergen held a net cash balance of US$8.9 million, or US$1.20 per share, compared with a market capitalization of US$26.0 million. They also noted that the company had secured US$250 million in commitments for the mezzanine and equity portions of its projects, with the remaining capital expected to be funded through debt. Discussing the company's business model, the analysts wrote that because Bimergen functions as a project manager rather than a battery manufacturer, its economics are capital-light. They stated that a typical 100 MW project requires approximately US$125 million in capital expenditures and can generate EBITDA margins of about 50%, supported by contracted revenue floors and additional revenue opportunities. Atrium Research also cited the company's strategic partnerships, stating that Bimergen has assembled relationships spanning system integration and execution, manufacturing and supply chain, technology and chemistry advancement, and capital and co-development. The report further stated that the company operates "at the intersection of three massive shifts in the U.S. power markets: 1) a return to electricity-demand growth after more than 15 years of stagnation, 2) the expansion of AI-driven data centers, and 3) the build-out of the world's second-largest grid-scale battery storage market." In its valuation analysis, Atrium Research wrote that comparable energy storage companies traded at higher valuation multiples, while Bimergen traded at "0.9x/0.3x 2027E/2028E EBITDA and 0.4x/0.2x 2027E/2028E sales." The analysts stated that their US$9.50 price target was based on applying a 9.0x EBITDA multiple. Atrium Research also maintained its BUY rating and US$9.50 price target on Bimergen Energy in a July 14 update following the Wildfire project announcement. The firm stated that its estimates remained unchanged while it awaited additional details on the transaction structure. The note said the Wildfire selection followed FPUSA's earlier acquisition of Bimergen's 480 MWh ERCOT portfolio and that the terms of the Wildfire agreement were expected to be consistent with that transaction. Atrium also noted that FPUSA had visibility into approximately 4 GWh of near-term opportunities, which it said made FPUSA "a strong partner for Bimergen." Separately, MarketBeat reported that Bimergen Energy had a consensus "Buy" rating based on three Wall Street analyst ratings, consisting of two Strong Buy ratings and one Hold rating. <a href="https://www.marketbeat.com/stocks/NYSEAMERICAN/BESS/forecast/" target="_blank" rel="noopener">According to the ratings history</a>, ThinkEquity upgraded the stock to Strong Buy on May 4, 2026, and Zacks Research upgraded its rating to Hold on May 4, 2026. </div> </div> </div> </div> <div class="z-0 flex min-h-[46px] justify-start"> </div> </div> </div> </section> </div> </div> <h2 style="text-align: center;" data-section-id="1kxdsa7" data-start="3133" data-end="3189">Development Pipeline and Recent Project Activity</h2> <a href="https://d1io3yog0oux5.cloudfront.net/_7e84cddf94c2fad58ab1634d25500e7a/bimergen/db/3575/34542/pdf/Bimergen_Energy_Roadshow_Deck_7-14-26_bt.pdf" target="_blank" rel="noopener">According to the company's investor presentation,</a> Bimergen's battery energy storage system pipeline consists of 23 projects totaling approximately 2.0 GW across ERCOT, WECC, PJM, and MISO regions. The portfolio includes projects in Texas, Arizona, Virginia, Pennsylvania, and Louisiana, including Wildfire, Redbird, Friendship, Ladybird, Longhorn, Pecan, Prickly Pear, and Yellow Rose. The presentation states that Bimergen recently sold one 100 MW development project and two 10 MW ERCOT battery energy storage projects totaling 480 MWh to Frontier Power USA, with FPUSA committing to fund 100% of the required construction equity while Bimergen retains a 7.5% economic interest. It also notes that the company selected SMA as inverter supplier for an 80 MW ERCOT portfolio, awarded TruGrid an EPC contract for a 40 MW / 80 MWh ERCOT South portfolio, received approval to advance the 100 MW / 400 MWh Redbird project toward construction using Eos zinc-based battery technology, completed the acquisition of eight late-stage battery energy storage projects totaling approximately 79.2 MW, and raised US$13.6 million in gross proceeds through a public offering. [OWNERSHIP_CHART-11602] The presentation also outlines the company's project development process, which includes feasibility studies, legal formation, site control, engineering, interconnection, environmental permitting, and studies before projects reach Ready to Build status. Projects then move through financing, notice to proceed, construction, and commercial operation. The Wildfire, Redbird, and Ladybird projects are identified among the projects progressing through this development process. <h2 style="text-align: center;">Ownership and Share Structure1</h2> Management and insiders hold 37.78 of Bimergen Energy Corp, while Institutions own 11.04%. The rest is retail. Bimergen Energy Corp has a market capitalization of CA$31.94 million, 4.42 free float shares, and a 52-week range of CA$4.12 to CA$5.50. <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="ul2pwc" data-start="228" data-end="258">Frequently Asked Questions</h2> What is a battery energy storage system (BESS)? A battery energy storage system (BESS) stores electricity for later use. These systems help balance electricity supply and demand, support grid reliability, and store energy generated from renewable and conventional power sources. What is grid-scale battery energy storage? Grid-scale battery energy storage refers to large battery installations connected to the electric grid. These projects are designed to provide electricity during periods of high demand, improve grid stability, and support power system operations. What are long-duration energy storage batteries? Long-duration energy storage batteries are designed to deliver electricity over extended periods compared with conventional battery systems. They are used in utility-scale applications to help manage energy supply and demand. How do utility-scale battery storage projects work? Utility-scale battery storage projects charge by storing electricity when it is available and discharge that stored energy when it is needed. They can help manage peak electricity demand and support grid operations. Why is battery energy storage becoming more important? Battery energy storage has become increasingly important as electricity demand grows and power systems incorporate more renewable energy sources. Energy storage can help improve grid flexibility and reliability. What is the difference between battery energy storage and renewable energy generation? Renewable energy generation produces electricity from sources such as solar and wind. Battery energy storage does not generate electricity but stores energy for later use and helps balance the electricity supply on the grid. What is an ERCOT battery storage project? An ERCOT battery storage project is located within the Electric Reliability Council of Texas power market. These projects are connected to the Texas electric grid and provide energy storage services within the ERCOT region. What types of batteries are used in utility-scale energy storage? Utility-scale energy storage projects can use several battery technologies, including lithium-ion, zinc-based, sodium-ion, and other long-duration battery chemistries, depending on project requirements and system design. <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" target="_blank" rel="noopener">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=31894"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31894" width="0" height="0"> ( Companies Mentioned: BESS:NYSE, ) Tue, 21 Jul 2026 00:00:00 PST Nevada Organic Phosphate Reports Second Straight Solid Intercept https://www.streetwisereports.com/article/2026/07/20/nevada-organic-phosphate-reports-second-straight-solid-intercept.html Source: <a href="https://www.streetwisereports.com/article/2026/07/20/nevada-organic-phosphate-reports-second-straight-solid-intercept.html?utm_medium=feed">Streetwise Reports 07/21/2026</a> Nevada Organic Phosphate Inc.'s (NOP:CSE; NOPFF:OTCQB) MM26-9 returned 4.50 meters grading 10.73% P2O5 at Murdock Mountain, with MM26-10 now testing a 1.5km strike extension.Amid a global fertilizer shortage, investors interested in sustainability and agriculture should look into Nevada Organic Phosphate Inc.'s(NOP:CSE; NOPFF:OTCQB) latest news release. <h2 style="text-align: center;">Key Takeaways</h2> <ul> <li>Nevada Organic Phosphate released assay results from drill hole MM26-9 at its Murdock Mountain property in Elko County, Nevada.</li> <li>The hole returned 4.50 meters grading 10.73%P2O5 (phosphorus pentoxide) in the Upper Phosphate Zone, plus 1.00 meter at 8.18% P2O5 in the Lower Zone.</li> <li>MM26-9 sits near last fall's MM25-6, which returned stronger grades of 11.89% and 17.47% P2O5.</li> </ul> <h2 style="text-align: center;">Nevada Organic Phosphate Hits 10.73% P2O5 at Murdock Mountain</h2> On July 15, 2026, Nevada Organic Phosphate announced <a href="https://www.stockwatch.com/News/Item/Z-C!NOP-3841472/C/NOP" target="_blank" rel="noopener">an update from its exploration program</a> at its wholly owned Murdock Mountain property in Elko County, Nevada. Latest assay results from hole MM26-9 showed that the Upper Phosphate Zone was intersected with a weighted average of 10.73% P2O5 over an apparent thickness of 4.50 meters (14.76 feet). The core angles recorded were 80-90 degrees, meaning that the true thickness is 4.48 meters (14.70 feet). CEO of Nevada Organic Phosphate, Robin Down, said in the release: "MM26-9 provides another solid intersection and continues to support the continuity we're working to confirm across the broader target area. With MM26-10 testing a 1.5-kilometer strike extension, we're excited to advance this program and add the information needed to support our upcoming decisions." In a follow-up, Garry Smith of senior management, said: "MM26-9 intersected a strong 42.15 meters of Meade Peak, including a consistent and well-developed interval of the Upper Phosphate Zone. This reinforces the continuity we are working to define across the trend. In that context, we view the poor result from MM26-8 as a local, small-scale anomaly. Each hole adds valuable information, and the overall dataset continues to support our technical understanding of the target horizon." Nevada Organic Phosphate is a Canadian junior exploration company with an organic sedimentary raw rock phosphate bed, 6.6 kilometers long, in northeast Nevada. <h2 style="text-align: center;">Phosphate Fertilizer Market Projected to Hit US$127 Billion by 2034</h2> Organic phosphates are <a href="https://www.alfa-chemistry.com/products/organic-phosphates.html#:~:text=Organic%20phosphates%20are%20often%20used,promoting%20healthy%20growth%20and%20development." target="_blank" rel="noopener">common ingredients</a> in pesticides and fertilizers, as well as finding uses in pharmaceuticals and as flame retardants in some industrial applications. Phosphate is a chemical required for proper plant growth and is a critical component for creating phosphorus-rich soil nutrients, growing global food demand, and fertilizer tech advancements aimed at improving crop yields. In 2025, the global phosphatic fertilizers market was valued at US$62.64 billion, according to a May 25, 2026, article by <a href="https://www.fortunebusinessinsights.com/phosphatic-fertilizers-market-102583" target="_blank" rel="noopener">Fortune Business Insights</a>. The article went on to say that the market is projected to grow to US$127.01 billion by 2034. In the US alone, the market is expected to hit US$8.47 billion by 2032. According to Fortune, "North America led the phosphatic fertilizers market with a 12.11% share in 2025 and continues to see growth due to advanced fertilizer technologies and rising crop nutrient needs." The U.S.A. contains the largest agriculture sector in the world in terms of size, according to a May 14, 2026, report by <a href="https://www.snsinsider.com/reports/phosphate-fertilizer-market-6556" target="_blank" rel="noopener">Strategy & Stats Insider</a>. The article said, "The use of phosphate-based fertilizers by the farmers is mainly on corn, soybean, and wheat crops, which are some of the crops that require high amounts of phosphate in the world." Climate change is creating conditions that require more efficient phosphate fertilizer use. According to S&S Insider, "Drought conditions, changing rainfall patterns, and more frequent extreme weather events are making precision nutrient management more important. Farmers who apply the right amount of phosphate at the right time and place get better returns and also protect water quality by reducing runoff." A March 30, 2026, article by <a href="https://www.pbs.org/newshour/world/the-planting-season-is-now-but-war-in-iran-has-sparked-a-global-fertilizer-shortage" target="_blank" rel="noopener">The Guardian</a> claimed, "The fertilizer shortage is putting the livelihood of farmers in developing countries — already troubled by rising temperatures and erratic weather systems — further at risk, and could lead to people everywhere paying more for food." Bob Savic of <a href="https://www.gisreportsonline.com/r/iran-war-strains/" target="_blank" rel="noopener">GIS Reports Online</a> wrote on June 5, 2026, that: "Fertilizer markets, which depend heavily on ammonia, urea, and natural gas from the Gulf, are facing major long-term risks due to disruptions in the Strait of Hormuz. The blockades caused prices to soar by 30-40% in March, while nitrogen costs have doubled compared with 2024 levels. As of May 2026, prices remain elevated, with the global fertilizer index projected to rise over 30% for the year amid persistent supply risks and rerouting challenges." <h2 style="text-align: center;">Couloir Capital Rates Nevada Organic Phosphate a "Buy" at CA$0.64</h2> A May 21, 2026, research report by Tim Wright for Couloir Capital rated NOP as a "Buy", with a fair value price of CA$0.64. Wright noted a "positive outlook" due to an experienced management team and the structural advantage of low-impurity rock at Murdock Mountain. Regarding resource potential, Wright wrote: "The exploration target mineral inventory (ETMI) over the 3,166.3 ha (hectare) project area is estimated at 200-220 million tons grading 3-15% P2O5. Initial drill results have returned grades exceeding 10% P2O5 and exhibit favorable chemistry." <h2 style="text-align: center;">MM26-10 Drilling Nearly Complete</h2> According to <a href="https://www.nevadaphosphate.com/wp-content/uploads/2025/09/NOP-Research-Update-Sept2025-V4-RK-pdf.pdf" target="_blank" rel="noopener">the company's website</a>, "A NI-43-101 Resource Estimate may be generated by the company sometime by early to mid-2026. If all goes well, a sizeable resource estimate could provide the company with the impetus to draw up resource extraction plans and issue a Preliminary Economic Assessment (PEA) soon thereafter." The press release stated that drilling at hole MM26-10 is almost completed at the Pad 12 site, 1.5 kilometers along strike to the south-west from MM26-9 in an area that's been previously untested. <h2 style="text-align: center;">Ownership & Share Information1</h2> Nevada Organic Phosphate Inc. has a market cap of US$15.29 million, with 178.92 million shares outstanding. The company's 52-week range is US$0.03-US$1.00. Management & Insiders own 6.05% of shares, while the remaining 93.95% of shares are held by Retail. [OWNERSHIP_CHART-11627] <h2 style="text-align: center;">Frequently Asked Questions</h2> Q: What is causing the global fertilizer shortage? A: The global fertilizer shortage has been driven by supply chain disruptions, geopolitical conflicts, rising energy costs, and restrictions on exports from major producing regions. These factors have increased fertilizer prices and highlighted the importance of developing new domestic phosphate supplies. This has much broader search appeal than some of the purely mining-focused questions and ties directly into the article's news angle. Q: What is phosphorus pentoxide (P₂O₅)? A: Phosphorus pentoxide (P₂O₅) is the standard way phosphate grades are reported in the mining industry. It measures the concentration of phosphate in a rock sample, with higher P₂O₅ percentages generally indicating higher-quality phosphate that can be used to produce fertilizers and other industrial products. Q: What is phosphate used for? A: Phosphate is an essential ingredient in fertilizers because it provides phosphorus, a nutrient that plants need to grow healthy roots, flowers, and crops. It is also used in animal feed, food production, industrial chemicals, and some pharmaceutical products. Q: What is a phosphate deposit? A: A phosphate deposit is a naturally occurring concentration of phosphate-rich rock that can be mined and processed into fertilizer or other phosphate products. Large phosphate deposits are considered strategically important because they help support global food production. Q: What is a Mineral Resource Estimate (NI 43-101)? A: A Mineral Resource Estimate (MRE) prepared under Canada's NI 43-101 standards is a scientific estimate of the size and grade of a mineral deposit based on drilling and geological data. It provides investors with an independent assessment of a project's potential but does not guarantee that the deposit can be mined economically. <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>Cori Fisher wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee. 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=31890"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31890" width="0" height="0"> ( Companies Mentioned: NOP:CSE;NOPFF:OTCQB, ) Tue, 21 Jul 2026 00:00:00 PST Namibia Onshore Explorer Delivers First Hydrocarbons to Surface https://www.streetwisereports.com/article/2026/07/17/namibia-onshore-explorer-delivers-first-hydrocarbons-to-surface.html Source: <a href="https://www.streetwisereports.com/article/2026/07/17/namibia-onshore-explorer-delivers-first-hydrocarbons-to-surface.html?utm_medium=feed">Streetwise Reports 07/17/2026</a> ReconAfrica achieves a major technical milestone in Namibia with the first hydrocarbons produced onshore, advancing testing at the Kavango West discovery amid rising global oil prices.The global energy sector is facing renewed volatility as geopolitical tensions drive oil prices higher, creating fresh interest in frontier exploration plays. Investors are watching onshore opportunities in Namibia closely, where one junior explorer has just achieved a notable first. <a href="https://www.streetwisereports.com/pub/co/10875?utm_medium=feed" target="_blank" rel="noopener">Reconnaissance Energy Africa Ltd. (RECO:TSXV; RECAF:OTCQX; 0XD:FSE)</a> and its partners have reported the initial results from production testing at the Kavango West 1X well. This marks the first time hydrocarbons have reached the surface from an onshore location in Namibia, a milestone that reduces a key technical risk for the project. <h2 style="text-align: center;">Why ReconAfrica Stands Out in Frontier Exploration</h2> ReconAfrica operates the Kavango West discovery with a 70% working interest. Partners include BW Energy holding 20% and the National Petroleum Corporation of Namibia (NAMCOR) with a 10% carried interest. The company is evaluating multiple reservoir intervals in a large structure that offers both fractured carbonate potential and matrix porosity zones. This combination gives the project flexibility. Vertical testing has already confirmed natural flow from one interval, while planned horizontal or deviated sidetracks could access larger portions of the fracture network for higher productivity. <h2 style="text-align: center;">Key Assets and Current Testing Catalysts</h2> The well has been fully cased through the 1,657-meter Otavi section, allowing individual evaluation of six targeted intervals. Testing of the three deepest Elandshoek zones is complete. Natural gas reached surface during three flow periods from the uppermost interval, with samples collected for lab analysis in the United States. Results are expected in the coming weeks, <a href="https://www.streetwisereports.com/cs/ce/edit/na/h?utm_medium=feed" target="_blank" rel="noopener">according to a July 16 release</a>. Crews have now shifted focus to the shallower Huttenberg formation. This section contains three intervals spanning 182 meters of reservoir, including 76 net meters of hydrocarbon-bearing pay. Each zone is expected to require about 10 days of testing, with an update anticipated around late August. <h2 style="text-align: center;">Industry Timing and Rising Oil Prices</h2> Global oil markets have reacted sharply to escalating conflict in the Middle East. Brent crude reached US$86.03 per barrel, and WTI traded at US$80.99, with both benchmarks posting nearly 12% weekly gains <a href="https://qz.com/oil-prices-iran-kuwait-infrastructure-red-sea-houthi-071726" target="_blank" rel="noopener">according to a report by Cris Tolomia for Quartz on July 17</a>. Supply concerns through the Strait of Hormuz have intensified investor attention on new production sources. <h2 style="text-align: center;">Analyst Perspectives and Valuation Outlook</h2> Research Capital analyst Bill Newman described the results as encouraging in a July 16 note. The confirmation of natural hydrocarbon flow from the reservoir reduces one of the main technical risks, even though commercial rates are not yet established. Newman maintained a SPECULATIVE BUY rating and CA$4.40 target price based on risked valuations of the Kavango West discovery and the Loba Oil Field in Gabon. Ron Struthers of Struthers Resource Stock Report noted the positive implications of hydrocarbons reaching surface but highlighted that horizontal sidetrack techniques, common in shale plays, may be needed for commercial viability. He views the stock weakness as a potential entry point given the longer-term potential. <h2 style="text-align: center;">Share Structure and Upcoming Milestones</h2> 1Insiders and management own about 1% of ReconAfrica, with President and CEO Brian Reinsborough holding 0.29%. BW Energy owns 7%. The company has 385.05 million shares outstanding and a market capitalization of CA$308.04 million. Shares have traded between CA$0.42 and CA$1.35 over the past year [OWNERSHIP_CHART-10875] <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>The Kavango West 1X well produced the first hydrocarbons to surface from onshore Namibia, confirming natural flow from fractured carbonate rocks.</li> <li>Testing of the larger Huttenberg formation is underway, with three intervals covering 182 meters of reservoir and 76 net meters of pay.</li> <li>A horizontal or deviated sidetrack is under consideration to access more of the fracture network and potentially boost production rates significantly.</li> <li>Oil prices have risen sharply due to Middle East supply concerns, improving the macro backdrop for new discoveries.</li> <li>Analysts maintain speculative buy ratings with targets well above current levels, citing reduced technical risk from the latest results.</li> <li>ReconAfrica holds a 70% operated interest alongside established partners BW Energy and NAMCOR.</li> </ul> <h2 style="text-align: center;">Common Questions from Investors</h2> Did ReconAfrica find oil or natural gas in Namibia? Testing flowed natural gas and liquids to surface from the Elandshoek formation, but lab analysis will confirm the exact composition. Results are expected in the coming weeks. Who are ReconAfrica's partners in the Kavango project? The company operates alongside BW Energy (20% working interest) and NAMCOR (10% carried working interest). Why are the Kavango West 1X results considered significant? They represent the first hydrocarbons produced to surface onshore Namibia and confirm that the reservoir can deliver flow naturally, reducing a key technical risk. What is the next catalyst for the stock? Production testing results from the Huttenberg formation are expected around late August, followed by potential decisions on sidetrack drilling. The latest testing success positions ReconAfrica to advance its Namibia project at a time when global energy markets are rewarding new supply discoveries. <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>Reconnaissance Energy Africa Ltd. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000.</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 Reconnaissance Energy Africa Ltd.</li> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</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">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=31872"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31872" width="0" height="0"> ( Companies Mentioned: RECO:TSXV;RECAF:OTCQX;0XD:FSE, ) Fri, 17 Jul 2026 00:00:00 PST Uranium Explorer Advances Saskatchewan Portfolio Through Optioning Deal https://www.streetwisereports.com/article/2026/07/16/uranium-explorer-advances-saskatchewan-portfolio-through-optioning-deal.html Source: <a href="https://www.streetwisereports.com/article/2026/07/16/uranium-explorer-advances-saskatchewan-portfolio-through-optioning-deal.html?utm_medium=feed">Streetwise Reports 07/20/2026</a> Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE) signs a non-binding letter of intent giving Purecore Metals Inc. an option on the Yurchison uranium project in Northern Saskatchewan's Wollaston Domain. Find out why one expert likes what SYH's business model can offer investors.<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> signed a non-binding letter of intent (LOI) with Purecore Metals Inc. (PURE:CSE) that would give Purecore an option to acquire as much as a 100% interest in the Yurchison uranium project in Northern Saskatchewan’s Wollaston Domain, <a href="https://www.skyharbourltd.com/news-media/news/skyharbour-signs-letter-of-intent-with-purecore-to-option-its-yurchison-uranium-property-in-the-athabasca-basin" target="_blank" rel="noopener">according to a July 16 release</a>. The project includes 22 claims spanning approximately 35,029 hectares about 75 kilometers south of Cameco’s Rabbit Lake operation. Highway 905 passes through the claim block, the release said. Rocks underlying the project include metasedimentary gneisses from the Wollaston Supergroup, ranging from psammopelitic to pelitic varieties, as well as graphitic pelitic gneisses adjacent to Archean granitic gneisses within the Eastern Wollaston Domain, according to the company. Previous exploration has included airborne electromagnetic, magnetic, and radiometric work, together with ground magnetic, EM, IP, and gravity surveys, prospecting, mapping, geochemical sampling, and drilling, the company said. Most drilling took place between the 1960s and 1980s, with further programs completed in the mid-1990s and 2000s. Prospecting around older trenches returned uranium values between 0.09% and 0.30% U3O8 and molybdenum values from 2,500 parts per million (ppm) to 6,400 ppm in both outcrop and float samples. Skyharbour said it views the property as prospective for basement-hosted uranium as well as copper, zinc, and molybdenum mineralization. Most work at Yurchison occurred before 2000, and limited subsequent follow-up has left much of the property insufficiently explored, the release noted. Historical programs on the project’s western side targeted uranium occurrences, while work in the east primarily pursued SEDEX-style lead-zinc mineralization after the nearby historic George Lake Pb-Zn (lead-zinc) Deposit discovery. Several uranium, molybdenum, and thorium occurrences remain prospective for basement-hosted uranium, pegmatite-hosted U-Th-REE (uranium-thorium-rare earth elements), and sediment-hosted Cu-Pb-Zn (copper-lead-zinc) mineralization. The latest work consisted of airborne EM, including VTEM and VLF-EM, along with magnetic and radiometric surveys flown in 2022 and 2023. After executing the LOI, which was dated July 15, the companies agreed to negotiate the transaction terms in good faith and finalize a mineral-property option agreement. The proposed transaction remains conditional on Purecore completing satisfactory due diligence, the parties signing a binding "Definitive Agreement," approval from both companies' boards of directors, and all necessary regulatory approvals. <h2 style="text-align: center;">JV Partner Commences Drilling</h2> <a href="https://www.streetwisereports.com/article/2026/06/24/uranium-explorers-jv-partner-set-to-commence-drilling-at-athabasca-basin-uranium-project.html?utm_medium=feed" target="_blank" rel="noopener">In June, Skyharbour announced</a> that joint-venture partner Orano Canada Inc. had prepared a substantial 2026 exploration and drilling campaign for the Preston Lake Uranium Project in Saskatchewan’s Athabasca Basin. Work on the 49,635-hectare project was to include a helicopter-supported airborne gravity gradiometry survey in a priority northern corridor, followed by a summer diamond-drilling program of up to 3,500 meters. "The program is designed to build on the encouraging results from the past several years and advance a number of high-priority target areas across the property, particularly within the FSAN and Canoe Lake target areas, where drilling and geophysical surveys have identified prospective structural corridors and extensive alteration zones associated with graphitic metasedimentary rocks," <a href="https://www.skyharbourltd.com/news-media/news/skyharbour-and-jv-partner-orano-canada-announce-upcoming-exploration-and-drilling-plans-for-summer-2026-at-preston-lake-uranium-project" target="_blank" rel="noopener">Skyharbour noted in June 23 release</a>. "Orano Canada is the majority owner with 79.2% and operator at the Project, with Skyharbour holding the remaining 20.8% interest." The airborne survey will cover the northern portion of the property, including the high-priority FSAN and Canoe Lake grids, and is expected to take about two weeks. Skyharbour said the work will identify localized gravity lows, faults, and structural features across most of the claim area, helping the partners sharpen targets for summer drilling. The company redirected funding originally planned for ground-gravity work to expand the airborne program. It now expects to conduct detailed ground surveys in early 2027, using station spacing of either 25 by 25 meters or 50 by 50 meters. According to Skyharbour, this follow-up work will help assess AGG anomalies, eliminate misleading results caused by localized overburden changes, and improve target resolution ahead of the 2027 drilling season. This month, Orano plans to launch helicopter-supported drilling of up to 3,500 meters across roughly 10 holes averaging 300 meters each, with deeper holes possible where results warrant. The company will use an approach similar to its 2025 program, combining direct testing of priority targets with broader examinations of graphitic conductive corridors and related structures that could host uranium mineralization. Orano expected to direct six to eight holes toward four to six targets in the northern FSAN area. These targets combine segmented conductive signatures with localized magnetic and gravity lows along established trends, including the FSA conductive corridor, which has produced the project’s strongest uranium anomalies in drilling to date. The program also includes two to four holes along the Area B conductive corridor, the last major untested conductive trend at Preston Lake, supported by five lines of DC resistivity data collected in 2020. Skyharbour said the results should improve geological understanding of the project and create additional high-quality targets, building on work completed in 2024 and 2025. <h2 style="text-align: center;">Analyst: Prospect Generator Model Offers Upside in Proven District</h2> Haywood Capital Markets analyst Marcus Giannini began covering Skyharbour on May 28 with a Buy recommendation and a CA$1-per-share target. He described the company as a uranium explorer focused on finding unconformity-related deposits in the Athabasca Basin, with Moore Lake and Russell Lake serving as its principal projects. "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 said Skyharbour broadens its exploration reach through a prospect-generator model that relies largely on partner-funded work at projects near established uranium-bearing corridors. He identified the company’s Denison Mines Corp. (DML:TSX; DNN:NYSE.MKT) partnership at Russell Lake as a major development, providing the project with a stronger exploration program backed by an experienced, well-funded partner. "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." Other analysts have also expressed favourable views. Fundamental Research Corp.’s Sid Rajeev said on Feb. 5 that Skyharbour had undertaken its largest annual drilling campaign yet and that a maiden resource estimate at Moore could provide an important catalyst. Rajeev retained his Buy rating and raised his fair-value estimate to CA$1.16 per share from CA$1.12. In January, Red Cloud managing director and head of equity research David Talbot kept his CA$0.65-per-share target for Skyharbour unchanged. His target implied potential upside of 48% and reflected a constructive outlook for the company’s shares. <h2 style="text-align: center;">The Catalyst: Nuclear Energy Back in the Spotlight</h2> Nuclear energy is regaining momentum after years of public resistance, construction setbacks, and pressure from lower-cost natural gas, <a href="https://carboncredits.com/top-3-uranium-stocks-in-2026-riding-the-nuclear-energy-boom/" target="_blank" rel="noopener">according to a June 16 report by Saptakee S for CarbonCredits.com</a>. Governments around the world are looking for dependable, low-emission electricity sources that can operate continuously, unlike weather-dependent wind and solar generation. Because nuclear plants can produce power in all weather conditions, policymakers increasingly view them as a way to cut emissions while supporting reliable electric grids. More than 30 countries have committed to materially expanding nuclear capacity by 2050, while major technology companies are also examining nuclear power to meet the heavy electricity needs of AI data centres. CarbonCredits.com said this renewed interest has increased attention on uranium-producing companies and their shares. The report said uranium prices have moved sharply in recent years but have generally trended upward. Trading Economics reported recent prices near US$85 per pound, well above levels seen before 2021 and more than 18% higher than a year earlier, despite periodic swings. Spot prices exceeded US$100 per pound earlier in 2026 before easing, while long-term contract pricing has remained firm as utilities secure future fuel supplies amid demand that is growing faster than available supply. World Nuclear Association data estimates that reactors worldwide will require about 68,920 tonnes of uranium in 2025. Under its reference case, global demand could exceed 150,000 tonnes by 2040, pointing to a potential doubling of uranium requirements over the next 15 years.[OWNERSHIP_CHART-6026] Artificial intelligence is adding significant pressure to electricity systems because data centers power the technology, <a href="https://news.un.org/en/story/2026/01/1166768" target="_blank" rel="noopener">according to a January report on the United Nations website</a>. A mid-sized facility can use as much electricity as 100,000 homes. The International Energy Agency reported that data-center demand rose by more than 75% from 2023 to 2024 and could account for more than one-fifth of electricity-demand growth in advanced economies by 2030. In the United States, home to many major AI companies, electricity use from AI-focused data processing could surpass the combined power consumption of the aluminum, steel, cement, and chemical industries by the end of the decade. Policymakers, technology companies, and nuclear-sector leaders met at the International Atomic Energy Agency’s Vienna headquarters in December 2025 to consider how nuclear power could support AI expansion and how AI could advance nuclear-industry innovation. Developing leading AI models requires tens of thousands of central processing units operating continuously for weeks or months. Meanwhile, organizations are deploying AI across a growing range of fields, including health care, public services, transportation, agriculture, logistics, and education. <h2 style="text-align: center;">Ownership and Share Structure1</h2> Institutional and strategic holders account for roughly 55% of the share structure, retail approximately 40%, and management and insiders approximately 5%. President and CEO Jordan Trimble holds a 1.52% stake, and Director David Cates holds approximately 0.83%. Skyharbour has 221.1 million shares outstanding and a market capitalization of CA$89.48 million. Its 52-week trading range spans CA$0.28 to CA$0.66 per share. <h2 class="font-claude-response-body break-words whitespace-normal" style="text-align: center;">Common Questions From Investors</h2> What and where is the Yurchison project? It comprises 22 claims spanning about 35,029 hectares, roughly 75 kilometers south of Cameco's Rabbit Lake operation, with Highway 905 running through the claim block. Skyharbour views it as prospective for basement-hosted uranium as well as copper, zinc, and molybdenum. Historic prospecting returned uranium values of 0.09%–0.30% U3O8 and molybdenum of 2,500–6,400 ppm, though most work predates 2000 and much of the property is under-explored. What is Skyharbour's prospect-generator business model? Skyharbour options or partners many of its projects to other companies that fund the exploration work, letting Skyharbour broaden its exploration reach across a proven uranium district while minimizing dilution and lowering risk relative to pure-play explorers. The Yurchison/Purecore option and the Orano and Denison partnerships are examples of this model. What do analysts say? Haywood's Marcus Giannini initiated coverage May 28 with a Buy and a CA$1.00 target, citing blue-sky exploration upside with a lower-risk prospect-generator model. Fundamental Research's Sid Rajeev kept a Buy and raised his fair value to CA$1.16 (from CA$1.12) on Feb. 5, flagging a potential maiden Moore resource estimate as a catalyst. Red Cloud's David Talbot maintained a CA$0.65 target in January, implying roughly 48% upside at the time. Why is there renewed interest in uranium? Nuclear energy is regaining momentum as governments seek reliable, low-emission, always-on power; more than 30 countries have committed to materially expanding nuclear capacity by 2050, and AI data centers are adding heavy new electricity demand. Uranium recently traded near US$85 per pound — above pre-2021 levels and up more than 18% year over year — after spot prices topped US$100 earlier in 2026. <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 and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000.</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=31855"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31855" width="0" height="0"> ( Companies Mentioned: SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE, ) Mon, 20 Jul 2026 00:00:00 PST Rigged Markets Continue to Baffle https://www.streetwisereports.com/article/2026/07/13/rigged-markets-continue-to-baffle.html Source: <a href="https://www.streetwisereports.com/article/2026/07/13/rigged-markets-continue-to-baffle.html?utm_medium=feed">Michael Ballanger 07/13/2026</a> Michael Ballanger of GGM Advisory Inc. sees gold and silver rebounding off quarter-end lows and eyes a looming structural silver shortage driving the next big move.When I looked over my notes this afternoon to attempt to find something — anything — about which to write that would not put readers to sleep, all I could conjure up was the resumption of hostilities in the Middle East. However, there arose a deeper, darker story than the simple resurgence of missiles, drones, and aircraft assaults that revolved around the notion that U.S. equity markets are considered vital to the safety and security of the United States. You see, it is no secret that stock markets were heavily managed during World War II, with governments around the world taking extreme, unprecedented measures to control trading, prevent panic, and redirect all financial capital toward the war effort. Rather than letting free markets dictate prices, nations treated stock exchanges as strategic economic tools while setting hard price "floors" for blue-chip stocks from the onset of Pearl Harbor and beyond. I mention this in passing because when the American-Israeli coalition first attacked Iran in late February, the price of oil shot through the roof. Prices immediately erupted into extreme volatility, and by the end of the first week of March, WTI surged over 38% to briefly cross $92 per barrel, while Brent crude jumped past $94 per barrel as the Iranian closure of the Strait of Hormuz severely choked off global energy shipments. However, after the specter of a crippling supply shock sent oil screaming further northward and stocks careening southward, a magical yet bizarre transformation came over the financial markets. Instead of geopolitical upheaval being a trigger for panic-buying of gold and silver, the two metals designed as hedges against calamity went in a diametrically opposite direction. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202671394012_Picture1.png" alt="" width="624" height="278" /> Each time the missiles took out a friendly target, stocks would rally, and the metals would fade. In fact, the gloomier the reports got for the U.S.-Israeli coalition, the worse gold and silver traded. The narrative for oil went from "$300 per barrel will be a cinch!" to "As soon as the peace deal arrives, oil will be back to $55," after which the traders began to short oil into every singular event that threatened supply. Instead of selling stocks due to the inflationary repercussions of $100 oil, traders were buying stocks, and instead of buying gold and silver, they were selling gold and silver. In the bizarro practice of protecting national security, east becomes west and up becomes down, and as they say, "never the twain shall meet". The oddest behavior of any of those critical markets had to be crude oil prices. For the better part of four months, all we heard about was how strategic petroleum reserves were being drained unmercifully by the sovereign wealth funds that control them in order to prevent catastrophic drawdowns in domestic U.S. currency reserves. We were warned by the spin doctors at CNBC that "oil could see $500/bbl" once those SPR's were empty. While the narrative was being sculpted and scripted and shaped into something that the White House could accept, that "Great Peace Deal" that adds to the "Big Beautiful Bill" constituting the Trump legacy has metamorphosed into something drastically altered from what was being promoted back in March. "Da Boyz" in the White House, along with their European and Asian allies, have kept the U.S. dollar sacrosanct in all aspects and character for one expressed purpose: to keep the illusion of "inflation under control" at the front and center of the American (and global) consciousness. Meanwhile, here in Canada, I just went to the local supermarket (non-operative word being "super") and filled a single carry-bag full of vegetables, including lettuce, celery, tomatoes, and cucumber for the ghoulish price of $100 (which of course did include a six-pack of Molson's beer). I graduated from being a buyer of "cases of beer" perhaps thirty years ago. However, as muscle memory is a powerful tool, I recall all too well what it used to cost me fifty years ago for a "weekend up north" where I stuffed a "Two-Four" into the trunk of my 1976 Chrysler Cordoba ("with the fine Corinthian leather") and roared up the 400 highway. It was CA$7.25, so if you think for one Keynesian moment that inflation has been kept "under control" by our political leaders, you had better give your heads a firm and brain-adjusting shake. A case of Molson's Export beer is today priced at between $43 and $50 for twenty-four bottles of beer, not Napoleon Brandy or Madeira wine. Chew on that for a while… Gold and silver prices are rebounding off the lows registered at the end of the month, end of the quarter on June 30th. After thinking that the lows I identified on June 10 with RSI in the low 20's were a "false buy signal" resulting in a sale of everything I bought a week later, I was fortunate to have seen the error of my ways and decided that the lows were indeed in and replaced a silver long position represented by the SLV August $50 calls. That trade was humming along swimmingly until the "Great Peace Deal" went up in smoke with a resumption of air assaults and the marine blockade. Gold had scrambled back to $4,200 and was well on its way to initial resistance at the downtrend line of $4,350 while the silver ETF (SLV:US), which bottomed just above $50, had rallied to just above $56 before hostilities resumed. Once the attacks on Iran resumed, the need for gold as a hedge against geopolitical risk was jettisoned, and the selling resumed. The good news is that the end-of-quarter lows are holding, at least as of Friday, with both gold and silver taking their lead from oil, which has not spiked back anywhere near $120, where it topped last March. Followers of this publication should know that while I am a fervent bull on precious metals on a secular basis, I believe we are now in a cyclical bear market with more downside risk until gold tops $4,900 and silver tops $100. Down nearly 30% year-to-date, if gold can close above that downtrend line at $4,350, it stands a good chance of testing the 100-dma at $4,613. SLV:US needs a nudge above $54 after which it should (there's that operative word again) track to the 100-dma at $67.35. That is a great trade from $50 where I entered the calls, but it is only that if the metals can ignore the war drums and oil's leading indicator status and forge ahead, driven by accelerating demand and improving money flow. The "money flow indicator" ("MFI") for the gold ETF (GLD:US) turned up in March despite weaker prices and is now trending UP, which is bullish. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202671394058_Picture2.png" alt="" width="603" height="376" /> <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202671394108_Picture3.png" alt="" width="640" height="442" /> The bulls look to a global structural shortage of silver arriving over the next year, triggered by a massive increase in consumption. They point to surging demand from green energy (solar panels), electric vehicles, semiconductors, and artificial intelligence infrastructure (AI data centers). Notable silver bulls include Eric Sprott, who highlights "next-generation solid-state batteries (like Samsung's 900km-range battery) which require up to a kilogram of silver per unit." He notes that "if these are commercialized widely, they could consume nearly the entire global annual silver supply". The problem I have is that the bull case for silver and all of the accompanying bullet points that are rhymed off by these high-profile gurus is exactly what drove it to $123 back in January, yet prices are now down over 50% in five short months. These bullish arguments have not changed one iota since the January 29th peak but price most certainly has been rendering the future "uncertain at best". Without argument, silver may need a new catalyst to resume the assault on the old highs and thus far, all I hear is the same narrative recanted with the same fervor from all the same notables and if history has taught us one valuable lesson, it is that bullish narratives slowly fade into the sunset based solely on price and not upon repetition of the same old story. For these reasons, I am a short-term bull on silver, but make no mistake; I am a "renter" rather than an "owner" of this position in silver. While the secular case has not changed, there needs to be a world of technical reparations in both gold and silver before the "All Clear!" signal is sounded. The junior miners are doing to investors what they always do in the months of June through September: they are driving them to serial depression and aggravated angst. I rarely put out "sell" recommendations on issues I own until they have given me good reason to do so. I normally give company management the benefit of the doubt and enough time (and rope) to either succeed or hang themselves, but what I never do is put out a "sell" in March on 50% of all positions in advance of PDAC and the arrival of summer. Every single year, as far back as I can recall, I have made reference to the seasonality of the junior miners and how the best buying opportunity for the juniors is usually the last two weeks of August. The chart shown below is the seasonality chart for the S&P/TSX Venture Index, showing how August is perennially the weakest month of the calendar year for the junior mining sector. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202671394143_Picture4.png" alt="" width="760" height="267" /> Despite my haranguing all through March and April over the fact that junior miners are heavily dependent upon drill results, the expectation of favorable drilling outcomes is always what keeps me from issuing "sells," and that has been a definite drawback, particularly in 2026. Last year, the summer doldrums were far less impactful and in fact unnoticeable because the months of June through September had gold, silver, and copper in clearly-defined uptrends about to enter the final "vertical" stage of ascent, which they did in unison in January of the following year. The current summer of 2026 is markedly different than last summer because Wall Street has done masterfully what Wall Street always does masterfully, and that is sculpt the investor narrative away from anything benefiting from inflation and toward anything benefiting from technology, which they argue enhances productivity and therefore advances the "human condition" with disinflationary repercussions. Whereas last January money was flowing with reckless abandon toward the "dollar debasement trade" otherwise known as the "hard assets trade", the Wall Street gang, riddled with envy, determined that they needed their own moonshot "story" where they could control prices (and charge fees) to replace the silver trade where they could not control prices and could not charge fees. So, what did they do? They conjured up the "AI" trade and replaced silver with the semiconductors; only the move in the semiconductors has absolutely dwarfed the move in silver in terms of total money flow and fees charged. The fees on the Spacex IPO were over $850 million spread out among some two-hundred companies which now has the moneychangers in New York focused 100% on "the next Spacex" and not to any large degree in the hunt for "the next silver deal" because the entire value of global silver dollar volume is simply too miniscule to facilitate the fee structure required by the Wall Street generals. So the junior mining investors are forced to sit back and watch the CNBC "colour commentators" squawk about how filthy rich Elon Musk is or how filthy rich Sam Altman is about to become while the entire group of "AI" companies buy each others products and each other's stock as they keep the largest Ponzi scheme in history alive and bubbling all on the pretense that the West is in a "Race for AI Supremacy" with the Chinese, the winner of which will be rewarded with global hegemony and reserve currency status for life. <img class="center_enlarge" src="https://www.theaureport.com/images/auto_up/202671394207_Picture5.png" alt="" width="624" height="278" /> Lost in the shuffle are all of the bullish bullet points that drove the U.S. dollar index to 95.5, where the exact low for that currency coincided perfectly with the blow-off tops in gold and silver the same day, January 29, 2026. I get dozens of emails and DM's asking me why the national debt at nearly USD $39 trillion has not yet caused a run on the dollar and a crash in both U.S. treasuries and stocks, and I am at a loss to provide anything that might be construed as "sound advice". The only answer that seems plausible is the fact that the U.S. financial markets have been "the goose that keeps on giving" and as such, have been the one place where investors the world over have continually made money, and particularly in recent months, a great deal of money, especially in the semiconductors. The old expression — that "money gravitates to where it is treated best" — most certainly applies to the U.S. technology and U.S stocks in general. Once that becomes a thing of the past and the major U.S. markets roll over, taking the U.S. dollar back into its long-term downtrend, money will once again seek out sectors that are treating them "best", just as were the gold, silver, and copper juniors last year. In the interim, I am taking off on a tour of the Danube River next week while doing my best to ignore the bid-ask on my fully-funded junior miners, which have remained flat-to-down for most of the past six months despite some great news releases. I desperately want to see "September 1, 2026" on the calendar, and since staring at my phone or watch does nothing to hasten that event, I need to get my mind off these agonizing summer doldrums that happen every single year, leaving me scratching my head as to why every year I fail to lighten up when the ducks are all quacking in February. As a final punctuation mark on the juniors, we all must come to the realization that the Wall Street generals know all too well that their sitting president is a huge fan of the capital markets, whether it be trading tech stocks or launching his own cryptocurrency. With a "stockroach" scurrying around the White House, the New York gang that controls markets will never let the bull die without one whale of a battle. Too much money is being made promoting and promulgating the bull market narrative for them to gracefully cede control until it is no longer profitable to do so. Remember this: They will never ring a bell when it is time to leave the Wall Street party. Bear markets arrive like a thief in the night; you wake up in the morning, and all your valuables are gone. It may just be that the juniors will need to wait until the love affair with U.S. "AI" is over before they are able to treat money well. Events that underscore the current mania for the "AI" sector include the recent listing of SK Hynix Inc. (HKHYV:US), the largest-ever U.S. market debut by a non-American company. The South Korean semiconductor giant raised $26.5 billion by issuing American Depositary Receipts (ADRs) at $149 each, vaulting its market cap to approximately $1 trillion. When the junior miners once again begin to treat investors as well as these types of transactions have, all of the bullish bullet points for gold, silver, and copper miners will once again be current and will celebrate a return of the narrative that sent gold to $5,626, silver to $124.45, and copper to $6.78/lb. <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: silver ETF (SLV). 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=31808"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31808" width="0" height="0"> Mon, 13 Jul 2026 00:00:00 PST Uranium Energy Corp Launches Major Production in Texas Amid Uranium Boom https://www.streetwisereports.com/article/2026/07/13/uranium-energy-corp-accelerates-us-production-ramp-up.html Source: <a href="https://www.streetwisereports.com/article/2026/07/13/uranium-energy-corp-accelerates-us-production-ramp-up.html?utm_medium=feed">Streetwise Reports 07/13/2026</a> Uranium Energy Corp advances ISR projects and conversion plans to strengthen the domestic supply as nuclear demand grows. Learn key catalysts for retail investors now.The global push for reliable, low-carbon power is creating a major opportunity in uranium. Nuclear capacity could double by 2050 according to the International Atomic Energy Agency, while the United States aims to quadruple its own nuclear output to 400 gigawatts by the same year. This backdrop places companies with active US production and expansion plans in a strong position. Uranium Energy Corp. (UEC:NYSE AMERICAN) stands out because it is building a complete domestic supply chain from mining through conversion. The company filed its quarterly report on Form 10-Q for the period ended April 30, 2026, detailing progress across multiple in-situ recovery sites and a planned conversion facility. <h2 style="text-align: center;">Why Uranium Energy Corp. Stands Out for Investors</h2> Unlike many peers that focus on exploration only, Uranium Energy Corp. operates producing ISR assets in Texas and Wyoming. ISR, or in-situ recovery, extracts uranium by circulating oxygenated water through underground ore bodies, avoiding the need for traditional open-pit or underground mining. This method typically carries lower costs and a smaller surface footprint. The company also secured a Docket Number from the U.S. Nuclear Regulatory Commission to build a uranium conversion facility under its subsidiary Uranium Refining & Conversion Corp. This step moves Uranium Energy Corp. closer to becoming America's only vertically integrated nuclear fuel supplier, handling material from mining to conversion. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Production has started at the Burke Hollow ISR project in South Texas, the largest new greenfield ISR operation in the US in over a decade.</li> <li>Expanded output is underway at Christensen Ranch with three new header houses online and five more under construction.</li> <li>Advanced delineation drilling is complete at both the Ludeman and Sweetwater projects, positioning them as future production centers.</li> <li>A pre-feasibility study is progressing at the Roughrider project in Canada's Athabasca Basin, with core drilling over 80 percent complete.</li> <li>The company holds US$818 million in liquid assets, carries no debt, and owns the largest S-K 1300 compliant ISR resource base in the United States.</li> <li>Price targets range from US$16.00 to US$26.75, reflecting both current operations and longer-term supply-chain potential.</li> </ul> <h2 style="text-align: center;">Recent Operational Progress and Catalysts</h2> During the quarter, 32,195 pounds of uranium concentrate were produced at an average cost of US$54.61 per pound. Production volumes were lower in the following quarter, mainly because new header houses received regulatory approval later than expected, and state taxes increased. Rates are forecast to rise once additional header houses begin operating at both Christensen Ranch and Burke Hollow. At Christensen Ranch, three new header houses in Wellfield 11 started production late in the quarter. Five more header houses are under construction, and one is finished, awaiting final regulatory clearance. Ludeman is slated to become the company's third operating ISR mine once permitting advances, while Sweetwater is being developed on a hub-and-spoke model after a 200-hole delineation program finished in the first two planned wellfields. The Roughrider project in Saskatchewan continues to advance, supported by an independent study confirming strong potential. Separately, an independent report highlighted the Alto Paran titanium and vanadium project in Paraguay as a meaningful critical-minerals asset that could help diversify US supply chains. <h2 style="text-align: center;">Industry Timing and Perspectives</h2> The United States consumes roughly 50 million pounds of uranium annually, yet imports about 95 percent of its supply. Recent executive orders aim to reduce this dependence. Several companies are advancing domestic projects, and Uranium Energy Corp. is among the few with operating ISR production plus a conversion facility in the regulatory queue. On July 9, 2026, Jeff Clark and Daniel Flynn of <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/mid-summer-full-portfolio-update-2/" target="_blank" rel="noopener">The Paydirt Prospector</a> described the operational picture as attractive, citing current ISR output, upcoming growth at multiple sites, a strong balance sheet, and full leverage to higher uranium prices. They view the stock as a long-term holding. Recent analyst notes compiled by <a href="https://www.marketbeat.com/stocks/NYSEAMERICAN/UEC/forecast/" target="_blank" rel="noopener">Marketbeat</a> include a reiterated Buy rating and US$26.75 target from H.C. Wainwright, a Buy rating and US$16.00 target from Goldman Sachs, a US$17.00 target from Roth Capital, and a Buy rating with a US$21.00 target from Craig Hutchison. <h2 style="text-align: center;">Share Structure and Market Position</h2> Uranium Energy Corp. has a market capitalization of US$5.03 billion and 494.87 million shares outstanding. The 52-week trading range is US$6.00 to US$20.34. 1Institutions hold 84.61 percent of shares, management and insiders own 1.75 percent, and retail investors hold the remaining 13.64 percent. [OWNERSHIP_CHART-402] <h2 style="text-align: center;">Common Questions from Investors</h2> What is ISR uranium production? In-situ recovery uses oxygenated water circulated through underground deposits to dissolve and pump uranium to the surface, typically at lower cost and with less surface disturbance than conventional mining. Why is a conversion facility important? Conversion turns uranium concentrate into a form suitable for enrichment and fuel fabrication; owning this step allows greater control over the supply chain and potential margin capture. How does Burke Hollow compare to other US projects? It is the largest new greenfield ISR project to reach production in more than a decade, offering meaningful scale once fully ramped. What are the main risks? Regulatory timing, uranium price volatility, and execution of expansion plans can affect results; investors should review the company's filings for detailed disclosures. Uranium Energy Corp. continues to execute on a clear plan to expand US production while developing the infrastructure needed for a fully domestic nuclear fuel cycle. Retail investors can monitor upcoming header-house starts and regulatory milestones for signs of further production growth. <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=31800"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31800" width="0" height="0"> ( Companies Mentioned: UEC:NYSE AMERICAN, ) Mon, 13 Jul 2026 00:00:00 PST Pine Cliff Energy Delivers Dividend Amid Surging Oil Demand https://www.streetwisereports.com/article/2026/07/13/pine-cliff-energy-delivers-dividend-amid-surging-oil-demand.html Source: <a href="https://www.streetwisereports.com/article/2026/07/13/pine-cliff-energy-delivers-dividend-amid-surging-oil-demand.html?utm_medium=feed">Streetwise Reports 07/13/2026</a> Pine Cliff Energy Ltd. (PNE:TSX.V) announces its regular monthly dividend while geopolitical tensions lift oil prices and support long-term growth for this Canadian natural gas producer.Retail investors seeking stable income in the energy sector are taking note of Pine Cliff Energy Ltd. (PNE:TSX.V) following its latest dividend announcement. The company, a Canadian natural gas and oil producer, continues to demonstrate disciplined growth while navigating volatile commodity markets driven by global events. <h2 style="text-align: center;">Geopolitical Shifts Create Opportunity for Domestic Producers</h2> The recent conflict between the U.S. and Iran has heightened the importance of a reliable North American energy supply. Disruptions in the Strait of Hormuz have already pushed oil prices higher, underscoring the value of companies that produce closer to home markets. As of early morning July 9, 2026, oil prices had jumped by US$1.08 from the prior day to reach <a href="https://fortune.com/article/price-of-oil-07-09-2026/" target="_blank" rel="noopener">US$79.25</a> per barrel. While this remains below the <a href="https://www.theguardian.com/world/2026/jul/08/oil-prices-rise-iran-attack-tankers-strait-of-hormuz" target="_blank" rel="noopener">US$110</a> per barrel seen at the peak of tensions, prices are still US$8.30 above levels from one year earlier. Market analysts have stopped short of forecasting a return to oil prices of more than US$100 a barrel after finding the global market was more resilient to disruption than initially feared, according to <a href="https://www.theguardian.com/world/2026/jul/08/oil-prices-rise-iran-attack-tankers-strait-of-hormuz" target="_blank" rel="noopener">Jillian Ambrose of The Guardian</a>. The real test will come after <a href="https://www.theguardian.com/world/2026/jul/03/ali-khamenei-six-day-funeral-millions-iran" target="_blank" rel="noopener">the burial ceremony</a> of Iran's supreme leader, Ayatollah Ali Khamenei, later this week, once the U.S. and Iran show whether there is still an appetite for a diplomatic off-ramp. <h2 style="text-align: center;">Why Pine Cliff Energy Stands Out Today</h2> Pine Cliff Energy has scaled operations significantly over the past decade, expanding from just 100 BOED (barrels of oil equivalent per day, a standard industry measure combining oil and natural gas output) in 2012 to approximately 20,000 BOED currently. This growth reflects a focused strategy centered on natural gas production in Alberta, Canada. The company operates in a region with established infrastructure, helping it maintain cost efficiency while meeting steady demand from both domestic and potential export customers. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Pine Cliff announced a <a href="https://www.stockwatch.com/News/Item/Z-C!PNE-3838025/C/PNE" target="_blank" rel="noopener">regular monthly dividend</a> of CA$0.00125 per share, payable July 31, 2026, to shareholders of record on July 16, 2026, with these dividends expected to be designated as non-eligible for Canadian tax purposes.</li> <li>The company has grown production dramatically from 100 BOED in 2012 to 20,000 BOED today through consistent operational scaling in Alberta.</li> <li>Two analysts recently issued Buy ratings, both targeting CA$0.85 per share, signaling professional confidence in the stock.</li> <li>A new 25-year supply agreement with a data center provides long-term revenue visibility beyond traditional energy buyers.</li> <li>Potential construction of a Shell LNG export terminal could open additional demand channels for Pine Cliff's output.</li> <li>Retail investors hold the majority of shares (84.97 percent), giving individual ownership significant influence over the company's direction.</li> </ul> <h2 style="text-align: center;">Unique Business Advantages and Catalysts</h2> Beyond traditional production, Pine Cliff recently signed a 25-year supply deal with a data center, according to its <a href="https://www.pinecliffenergy.com/investor-relations#presentations" target="_blank" rel="noopener">investor presentation</a>. This long-term contract creates a stable customer base that can help smooth revenue during commodity price swings. The company is also monitoring Shell's decision on a proposed liquid natural gas export terminal in Canada. If constructed, the facility would represent an important new outlet for Canadian natural gas, potentially benefiting producers like Pine Cliff that operate in the region. <h2 style="text-align: center;">Analyst Perspectives and Valuation Context</h2> <a href="https://www.investing.com/equities/pine-cliff-energy-ltd-consensus-estimates" target="_blank" rel="noopener">Two analysts</a> have recently weighed in on Pine Cliff. On March 15, 2026, Desjardins issued a Buy rating with a CA$0.85 price target. On April 13, 2026, Canaccord followed with its own Buy rating and an identical CA$0.85 target. These aligned views provide investors with a clear professional benchmark against the company's current trading range. <h2 style="text-align: center;">Share Structure and Ownership Profile</h2> Pine Cliff Energy Ltd. maintains a market capitalization of CA$211.69 million based on 358.79 million shares outstanding. The 52-week trading range spans CA$0.55 to CA$0.91. 1Institutional investors hold 10.70 percent of shares, while management and insiders control 4.33 percent. Retail investors account for the remaining 84.97 percent. [OWNERSHIP_CHART-6768] <h2 style="text-align: center;">Common Questions from Investors</h2> What is a non-eligible dividend? It is a dividend that does not qualify for the enhanced dividend tax credit in Canada, typically resulting in a higher effective tax rate for taxable accounts. How does BOED differ from barrels of oil? BOED combines oil and natural gas volumes into a single oil-equivalent measure using standard energy conversion factors, allowing investors to compare total production across companies. Why does an LNG terminal matter? Export terminals enable Canadian producers to access global pricing, which can support higher realized prices than domestic markets alone. What risks should investors consider? Natural gas prices remain volatile, and any delays in export infrastructure could affect growth timelines. Pine Cliff Energy offers retail investors a combination of monthly income, proven production growth, and exposure to favorable long-term energy demand trends. Its conservative approach to expansion and emerging customer relationships positions the company to benefit from both current market conditions and future infrastructure developments in 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>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=31799"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31799" width="0" height="0"> ( Companies Mentioned: PNE:TSX.V, ) Mon, 13 Jul 2026 00:00:00 PST Four New Priority Targets Identified in Athabasca Uranium Project Survey https://www.streetwisereports.com/article/2026/07/13/four-new-priority-targets-identified-in-athabasca-uranium-project-survey.html Source: <a href="https://www.streetwisereports.com/article/2026/07/13/four-new-priority-targets-identified-in-athabasca-uranium-project-survey.html?utm_medium=feed">Streetwise Reports 07/13/2026</a> Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0:FSE) identified four priority target areas after completing interpretation of a VTEM Plus airborne electromagnetic survey at its Moonlite Project.Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0; FSE) reported <a href="https://www.stallionuranium.com/news/news-releases/stallion-uranium-defines-priority-target-areas-from-vtem-survey-on-stone-island-target-moonlite-project" target="_blank" rel="noopener">that it has completed the interpretation of its Versatile Time Domain Electromagnetic (VTEM) Plus airborne electromagnetic survey and magnetic interpretation over the Stone Island Target at its Moonlite Project in the Southwestern Athabasca Basin.</a> The company said it integrated the VTEM dataset with magnetic tilt derivative data to define multiple priority conductive trends and structurally controlled target areas for follow-up exploration. The VTEM Plus survey, completed by Geotech Ltd., consisted of two grids located south of the company's flagship Coyote Target. According to the company, the survey was designed to refine conductive structural corridors and identify additional drill targets across the broader Moonlite property. <a href="https://www.stallionuranium.com/news/news-releases/stallion-uranium-defines-priority-target-areas-from-vtem-survey-on-stone-island-target-moonlite-project" target="_blank" rel="noopener">Matthew Schwab, CEO of Stallion, said in a company news release</a>, "We are now clearly defining multiple priority target areas at the Stone Island Target through the integration of VTEM and magnetic data. The identification of several discrete targets significantly expands our exploration pipeline and reinforces the broader potential of the Moonlite Project within the Southwestern Athabasca Basin." The company said integrated VTEM Plus and magnetic tilt interpretation identified four priority target areas, designated A through D, at Stone Island. Strong to moderate Tau responses outlined graphitic basement conductors, while multiple parallel to sub-parallel conductive trends defined a broad structural corridor. Magnetic tilt derivative data highlighted structural breaks, offsets, and cross-cutting lineaments that enhanced the interpretation of fault-controlled architecture. The priority targets occur along conductor margins and zones of structural disruption. Target A is located along the western portion of the northeast survey block and corresponds to a moderate to high Tau response situated along the margin of a primary conductor. Target B, in the northwestern portion of the northeast block, is associated with a strong conductive response and increased structural complexity, including possible conductor offsets. Target C, in the southeastern portion of the northeast block, is defined by a coherent conductive trend with localized complexity that the company interprets as a continuation of the broader structural corridor. Target D, on the eastern margin of the southwest survey block, represents a distinct conductive anomaly with localized structural complexity. Darren Slugoski, Vice President of Exploration, said in the company news release, "The VTEM Plus data has outlined a strong conductive corridor with multiple parallel trends, and magnetic tilt interpretation has highlighted the structural controls on these conductors. Importantly, our first completed drill hole at Coyote intersected graphitic faulting and significant alteration, providing strong validation of our geophysical targeting approach. We are now focused on refining these targets through modeling and advancing them toward systematic drill testing." The company said plate modeling and inversion of the VTEM dataset are underway to further constrain conductor geometry, depth, and continuity. Those results will be used to refine drill targeting and guide future exploration programs on the Moonlite Project. Separately, Stallion announced it has engaged ICP Securities Inc. to provide automated market-making services using its proprietary ICP Premium algorithm in accordance with TSX Venture Exchange policies and applicable legislation. The agreement began July 1, 2026, carries a monthly fee of CA$7,500 plus applicable taxes, has an initial four-month term with automatic monthly renewals unless terminated with 30 days' notice, and contains no performance factors, stock options, or other compensation. The company said ICP is an arm's length party and will be responsible for the costs it incurs in buying and selling the company's shares. <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="1ymtare" data-start="0" data-end="62">Uranium Sector Continues to Reflect Diverging Fundamentals</h2> <a href="https://www.ans.org/news/article-8184/domestic-uranium-production-is-up-prices-hold-steady/" target="_blank" rel="noopener">According to a July 7 report from Nuclear News</a>, the U.S. Energy Information Administration reported that U.S. production of uranium concentrate totaled 1,039,075 pounds during the first quarter, a 0.4% decrease from the fourth quarter of 2025. However, the publication noted that first-quarter 2026 production represented "the highest first-quarter production amount recorded since 2015." The report also stated that uranium spot prices remained relatively stable, with Cameco reporting an end-of-June spot price of US$85.00 per pound. Citing Trading Economics, Nuclear News wrote that uranium futures had "traded within a narrow range around US$85 since early April" after retreating from levels above US$101 in late January. Trading Economics added that "yellowcake prices were lifted by geopolitical tension, driving power markets in major economies to be increasingly volatile, sparking interest in nuclear power by governments and power-hungry AI hyperscalers that develop data centers." <a href="https://www.afr.com/companies/mining/uranium-miners-set-to-cash-in-on-australia-india-supply-deal-20260708-p60dil" target="_blank" rel="noopener">An article published July 8 by The Australian Financial Review</a> examined international demand for uranium, reporting that Australia and India were expected to announce a uranium supply agreement during Indian Prime Minister Narendra Modi's visit to Australia. The publication wrote that India was seeking to expand its nuclear generation capacity from eight gigawatts to 100 gigawatts by 2047, with electricity demand supported by growth in artificial intelligence and data centers. <a href="https://www.chartmill.com/news/GEV/Chartmill-50832-Nuclear-Operators-Outpace-Uranium-Miners-as-Earnings-Divergence-Defines-Sector" target="_blank" rel="noopener">Writing on July 10, Mill Chart reported that financial performance across the nuclear energy value chain had become increasingly differentiated.</a> The publication stated that "the financial performance across these segments is increasingly diverging," noting that nuclear power operators had benefited from rising electricity demand and favorable power pricing, while upstream uranium miners had continued to face "extended project timelines and heavy capital requirements." The report added that "this gap between market narrative and near-term earnings delivery is defining the current investment landscape within the sector," with financial results varying across different parts of the nuclear fuel and power generation industry. <h2 style="text-align: center;" data-start="33" data-end="126">Paydirt Prospector Maintained Buy Rating While Highlighting Ongoing Coyote Drill Program</h2> <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/mid-summer-full-portfolio-update-2/" target="_blank" rel="noopener">According to the July 9 Paydirt Prospector Mid-Summer Full Portfolio Update</a>, Jeff Clark and Daniel Flynn maintained a Buy rating on Stallion Uranium. The third-party source did not disclose a formal target price. Clark and Flynn described Stallion as "a high-risk speculation, a pre-discovery play," adding, "But it could also move like Usain Bolt if the drill bit delivers." The newsletter stated that the company "is testing Coyote for a big basement-hosted uranium system in the Athabasca Basin for the first time." The authors also wrote that it was "drawing comparisons to NexGen's Arrow deposit, with early drilling already turning up elevated radioactivity and promising structural signs." Clark and Flynn cautioned, "That's not a discovery yet. Assays decide that." They also wrote that "Stallion has already expanded the program, and the stock bounced back quickly after falling on the last update." The report concluded, "This is an overweight position for Jeff and I." [OWNERSHIP_CHART-10167] <h2 style="text-align: center;" data-section-id="fhcbk2" data-start="4098" data-end="4157">Exploration Activities Continue Across Priority Targets</h2> <a href="https://www.stallionuranium.com/_resources/presentations/Stallion-Uranium_Corporate-Presentation_2026-03-11_WEBSITE.pdf?v=071209?v=1738528164" target="_blank" rel="noopener">According to the company's March 2026 corporate presentation</a>, Stallion's exploration program is focused on prioritizing targets across its land package using geophysical surveys, data compilation, modeling, structural interpretation, drilling, and sampling. The presentation states that the company is focusing on its most prospective areas, identified through its exploration model from more than 600 kilometers of conductive trends. Pending geophysical programs are intended to upgrade targets, while drilling is planned through Q1 to Q3 2026, with all targets fully permitted. The presentation also outlines continued refinement of the Coyote Corridor, where a completed 3D ground gravity inversion identified significant vertically continuous anomalies. It states that the main target is one of the strongest ground gravity anomalies in the Athabasca Basin and identifies five discrete targets along the 8.5-kilometer Coyote trend with coinciding structural anomalies and alteration signatures. The presentation notes that the area is planned for drilling of up to 15 holes across the anomalous zone. In addition, the presentation describes the Coyote Corridor as containing complex structural features identified through geophysical surveys, with conductors occurring as an east-west trending anomaly intersected by multiple interpreted structures. It also notes that the corridor was initially identified through the company's VTEM Plus survey in 2023 and has an estimated depth to unconformity of 450 meters. <h2 style="text-align: center;">Ownership and Share Structure1</h2> Less than 10% of the company is owned by insiders and management, and there are no institutional holders. Strategic investor Matt Mason, a founder of Hathor, has about 30%, the company said. The company's market capitalization is approximately CA$37.53 million with about 150.13 million shares outstanding on a fully diluted basis. The 52‑week range is CA$0.19 to CA$0.53. [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 Stallion Uranium Corp</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=31792"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31792" width="0" height="0"> ( Companies Mentioned: STUD:TSX; STLNF:OTCQB; FE0; FSE, ) Mon, 13 Jul 2026 00:00:00 PST