Overview
- Energy Fuels reported $35.7 million in Q1 revenue on 510,000 pounds of uranium deliveries, including a 100,000‑pound spot sale at $95.88 per pound, and it kept its 2026 production and sales guidance intact.
- Uranium Energy sold 200,000 pounds at $101 per pound and holds $486 million in cash with no debt, showing it can fund growth without new share sales.
- Uranium Energy’s Hobson plant is now processing material from the new Burke Hollow in‑situ recovery mine, making the company the only U.S. producer running two ISR networks at once.
- NexGen’s final 2025 assays at the Patterson Corridor East discovery confirmed more high‑grade zones, and the company says its Rook I project is set to enter major construction this summer after federal clearance was reported.
- NuScale’s Q1 revenue fell to about $0.6 million due to lapsed 2025 project fees, yet it built more than $1 billion in cash, expanded its fuel partnership with Framatome, and is in talks with TVA on potential small modular reactor projects.