Sep. 15 at 10:52 PM
$SYHBF Global nuclear capacity is forecast to grow from 372 GWe (2024) to 686 GWe by 2040 in the Reference Scenario, with uranium demand projected to more than double to 150,000 tU. In the Upper Scenario, requirements could exceed 204,000 tU.
Geopolitical shifts since 2022 have only reinforced nuclear’s role in energy security & sovereignty, alongside decarbonization goals.
Skyharbour Energy: Positioned for Growth
16,000–18,000m drilling in 2025 across Russell & Moore Lake.
Focus: Expand high-grade Maverick/Maverick East zones (6–7,000m) & test new targets.
2024 drilling already extended Maverick East by 40m, confirming strong expansion potential.
Shallow, high-grade uranium mineralization at Moore may be amenable to SABRE & ISR mining methods (already in use by Orano & Denison, Skyharbour’s partners).
New claims (Haultain, Bonville, Bolt Extension, etc.) strengthen its prospect generator model, offering JV/earn-in opportunities.
https://www.reddit.com/r/CanadianStockResearch/comments/1neje58/nuclear_power_momentum_builds_uranium_demand/