This Month
Uranium stocks dumped as market ‘paralysis’ intensifies
The sell-off is feeding into the hands of hedge funds, which are heavily shorting the industry in Australia.
March
Australia should look to uranium as a chance to dodge Trump’s tariffs
Developing processing of the nuclear fuel with American firms would address US national security concerns and also attract significant interest from Japan, Korea and Taiwan.
February
Morgan Stanley doubles down on uranium, with prices set to rocket
The broker remains optimistic about the outlook of the controversial energy source despite recent fears from investors that more efficient AI would reduce overall power consumption and lower demand for uranium.
‘Very high risk, very volatile’: Why this fundie went nuclear
The Chinese AI upstart DeepSeek is the latest event to send uranium stocks sinking. But this long-time energy market guru says investors have little to fear.
BHP buoys uranium bulls with plans for small increase in production
Investors had feared the mining giant would create significantly more supply when it expanded production of copper in Olympic Dam. It says it will not.
January
Going nuclear: stars align for ‘multi-year’ uranium bull market
Ignore the short sellers and buy up nuclear stocks as uranium prices are set to go on a tear.
December 2024
Rio Tinto rules out unification, mulls ASX share issuance
Rio Tinto boss Jakob Stausholm says he wants to bolster the Australian side of the dual-company structure, not unify it with the British side.
Lithium bear market tipped to intensify in 2025
Bank of America has slashed its forecasts for the battery mineral and also warns that iron ore could fall to $US75 a tonne. But there is one commodity that the broker is tipping will go on a tear next year.
Pilbara Minerals ‘to pop’ as short sellers now target uranium
The lithium producer is no longer Australia’s most shorted stock after its exclusion from a widely tracked index, prompting hedge funds to shift their focus.
November 2024
Ignore the short sellers and buy this uranium stock: Tribeca
Portfolio manager Guy Keller is betting Donald Trump’s return to the White House will kick off a “new energy paradigm” and investment opportunity in nuclear.
Paladin cuts ‘ambitious’ uranium production targets
Criticism that the West Australian miner had been overly optimistic in its expectations is ‘fair comment’, says chief executive Ian Purdy.
October 2024
This ASX uranium stock might be on the cusp of a short squeeze
Tribeca portfolio manager Todd Warren explains why he’s bullish on uranium and says stocks linked to the energy transitions are a steal.
Takeovers Panel mulls rare backflip on Rio Tinto’s uranium gambit
The Takeovers Panel will review a decision from only a fortnight ago, potentially reopening a running war between Rio Tinto and minority investors in ERA.
Paladin’s $1.5b uranium deal slowed by national security probe
Canada has launched a national security probe into Paladin Energy’s proposed acquisition of Fission Uranium as Chinese partners try to influence the deal.
September 2024
Traders gear up for commodity rally as supply shocks rock markets
Australian miners notched their best week so far this year as investors rush back to the beaten-up sector in hopes the commodities comeback is just beginning.
Putin’s ‘jawboning’ of the West with uranium threat unleashes rally
Commodity markets have been rocked after the Russian president suggested limiting metal exports, but pundits are divided on whether he will follow through.
Nine CEO exits; Trump doubts new debate; Putin threat boosts uranium
Read everything that’s happened in the news so far today.
Uranium mine shareholders try to delay Rio Tinto capital raise
The Takeovers Panel confirmed two of the uranium miner’s shareholders are trying to delay an $880 million capital raise backed by major shareholder, Rio Tinto.
August 2024
Rio Tinto poised to take control of uranium project clean-up
Rio Tinto is attempting to end decades of disputes with minority investors, traditional owners and governments over the project in the Northern Territory.
Rio Tinto takes bazooka to uranium fight
Rio Tinto used its price setting power to blow minority shareholders out of the water.