Basic Materials Roundup: Market Talk - WSJ


TD Cowen analysts predict Uranium Energy Corp.'s Wyoming mine will transition to production status in the fourth fiscal quarter of 2025, driven by renewed focus on the US domestic nuclear supply chain.
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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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