Topic
Uranium & Nuclear
The fuel cycle from mine to reactor, small modular reactors in Canada, and the electricity demand coming from AI data centres.
U
Small Modular Reactors in Canada: The Darlington SMR Project Explained
Ontario is building four 300 MW reactors at Darlington for $20.9 billion. Here is the timeline, the cost math and where Saskatchewan fits.
AI Data Centres and Power Demand: What It Means for Uranium
The IEA expects data centre power use to roughly double by 2030. Here is how tech company nuclear deals translate, or do not, into uranium demand.
Uranium Has Two Prices Right Now, and They Disagree
Uranium’s spot price is flat near $86 while the long-term price sits near $94, an 18-year high. Here is why the two prices disagree and which one the industry runs on.Other topics
The Weekly Dig
Small-cap research by email. Free. No paywall. Sponsorships disclosed.
Paydirt Capital is published by Apollo Shareholder Relations for informational purposes only and is not investment advice. Apollo provides paid investor relations services and may be compensated in cash or securities by companies in the sectors discussed. Read the full disclosures.