Basic Materials Roundup: Market Talk - WSJ


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Uranium Energy Corp. Production Outlook

TD Cowen forecasts Uranium Energy Corp. to achieve production status at its Christensen Ranch mine in Wyoming by the fourth fiscal quarter of 2025. This is based on new production areas becoming operational.

US Nuclear Supply Chain Focus

The prediction coincides with a renewed emphasis on the US domestic nuclear supply chain and homegrown production. Analysts highlight Uranium Energy Corp.'s position as one of the few pure-play uranium companies with near-term production prospects in a politically stable location. The potential for further government support is also noted.

Analyst Commentary

Analyst Craig Hutchison's report emphasizes the significance of this development within the uranium market.

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The latest Market Talks covering Basic Materials. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.1410 ET – TD Cowen says Uranium Energy Corp. continues to ramp-up its Christensen Ranch mine in Wyoming with new production areas coming online “that we expect will mark the transition to producer status in FQ4/25.” Analyst Craig Hutchison says in a report that this coincides with the renewed focus on the US domestic nuclear supply chain including homegrown production. Hutchison adds that Uranium Energy is one of the “very few” pure-play uranium companies with near-term production in a politically stable jurisdiction with potential for additional US government support. (adriano.marchese@wsj.com)

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