The World's Biggest Uranium Mine Is Peaking — That's Bullish For Cameco, Energy Fuels

Benzinga_recent_news02-10

Kazakhstan's uranium era is peaking — and that's why Cameco Corp (NYSE:CCJ) and Energy Fuels Inc (AMEX:UUUU) are stepping into the spotlight. For decades, the country has supplied about 40% of global...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2610663654?lang=en_US&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/02/09/Periodic-Table-Concept-With-Black-Cubes-.jpeg?optimize=medium&dpr=2&auto=webp&width=240","is_english":true,"pubTime":"2026-02-10 03:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2610663654","market":"hk","top_or_hot":-1,"title":"The World's Biggest Uranium Mine Is Peaking — That's Bullish For Cameco, Energy Fuels","media":"Benzinga_recent_news","content":"<div>\n<p>Kazakhstan's uranium era is peaking — and that's why Cameco Corp (NYSE:CCJ) and Energy Fuels Inc (AMEX:UUUU) are stepping into the spotlight. \nFor decades, the country has supplied about 40% of global...</p>\n\n<a href=\"https://www.benzinga.com/markets/commodities/26/02/50491840/the-worlds-biggest-uranium-mine-is-peaking-thats-bullish-for-cameco-energy-fuels\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The World's Biggest Uranium Mine Is Peaking — That's Bullish For Cameco, Energy Fuels</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe World's Biggest Uranium Mine Is Peaking — That's Bullish For Cameco, Energy Fuels\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-10 03:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/commodities/26/02/50491840/the-worlds-biggest-uranium-mine-is-peaking-thats-bullish-for-cameco-energy-fuels><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Kazakhstan's uranium era is peaking — and that's why Cameco Corp (NYSE:CCJ) and Energy Fuels Inc (AMEX:UUUU) are stepping into the spotlight. \nFor decades, the country has supplied about 40% of global...</p>\n\n<a href=\"https://www.benzinga.com/markets/commodities/26/02/50491840/the-worlds-biggest-uranium-mine-is-peaking-thats-bullish-for-cameco-energy-fuels\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://www.benzinga.com/markets/commodities/26/02/50491840/the-worlds-biggest-uranium-mine-is-peaking-thats-bullish-for-cameco-energy-fuels","article_id":"2610663654","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/02/09/Periodic-Table-Concept-With-Black-Cubes-.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/commodities/26/02/50491840/the-worlds-biggest-uranium-mine-is-peaking-thats-bullish-for-cameco-energy-fuels","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2610663654","pubTimestamp":1770664920,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Kazakhstan's uranium output is peaking — a slow-motion supply shock that could hand big wins to Cameco and Energy Fuels.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","URA":"Global X Uranium ETF","CCJ":"Cameco Corp","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","UUUU":"Energy Fuels Inc","BK4606":"AI电力股","BK4591":"室温超导概念","BK4156":"煤与消费用燃料","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","BK4112":"金融交易所和数据","BK4585":"ETF&股票定投概念"},"translate_title":"世界上最大的铀矿正在见顶——这对Cameco和Energy Fuels有利","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"URA":0.69,"CCJ":1.95,"UUUU":1.93},"content_text":"Kazakhstan's uranium era is peaking — and that's why Cameco Corp (NYSE:CCJ) and Energy Fuels Inc (AMEX:UUUU) are stepping into the spotlight. \nFor decades, the country has supplied about 40% of global uranium, keeping fuel plentiful and prices tame. Now its biggest mines are nearing peak output, with existing production set to fall sharply over the next two decades.\nIn a market where it takes nearly 20 years to move from discovery to production, that isn't just bad timing — it's a structural supply shock in slow motion.\n        • Energy Fuels stock is showing exceptional strength. Why is UUUU stock surging?\nEven if companies began drilling aggressively today, new pounds wouldn't arrive in time to offset Kazakhstan's decline. Exploration spending remains thin, permitting is slow, and mine construction is capital-heavy. \nMeanwhile, demand is quietly rising as governments revive nuclear for energy security, grid stability and carbon reduction — not least to power AI data centers. \nPut simply: supply is rolling over, demand is firming up, and higher prices look like math, not a guess. That backdrop hands the spotlight to producers outside Kazakhstan.\nCameco is one of the few global firms with size and scale across the nuclear fuel cycle. This rare blue-chip uranium miner with scale, has tier-one assets in Canada's Athabasca Basin and long-term contracts that shine in a rising-price world.\nBeyond its own mines in Canada's Athabasca Basin and stakes in Kazakh ventures like Inkai, Cameco holds a significant interest in Westinghouse Electric Company — a key provider of nuclear plant technology — giving it deeper integration across the sector\nIt's positioned less like a speculative miner and more like a strategic fuel supplier.\nEnergy Fuels stands out as the leading U.S. uranium producer, generating yellowcake while also expanding into adjacent critical minerals. Its White Mesa mill is the only conventional uranium mill in America — a strategic asset as Washington pushes domestic supply. \nThe company has also been active on the M&A front, with its proposed acquisition of Australian Strategic Materials for roughly $299 million to create one of the largest integrated rare-earth and alloy producers outside China. The acquisition is expected to strengthens its balance sheet and help the company diversify into rare earths and critical minerals, giving it optionality beyond uranium alone.\nKazakhstan's peak isn't a problem for Cameco and Energy Fuels — it's the catalyst. As supply tightens and nuclear regains relevance, these two names sit at the front of a market that can't fix itself quickly. \nThe clock is ticking, and the winners are already on the board.\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610663654","isCrawlerRequest":true}