Gold's 5% Two-Day Crash, Uranium Energy's Record Quarter, and Japan Backs Western Graphite

Podcast: The Mining Insider · Logan Ore - The Pro Podcasters

Opublikowano: 2026-09-29

Gold falls 3.5% to $4,109 — 7-week low; 10-year Treasury yield 5.23% (highest since 2007); Brent crude $105.28 on Strait of Hormuz standoff/Trump rejection; silver -5% to $60.75 (Heraeus note on $60 support); Newmont -4% premarket; Barbara Lambrecht (Commerzbank) quote; October Fed hike 65% probability; gold -10% since Sep 1, -17% from Feb high; JOLTS/PCE/jobs week ahead. Uranium Energy Corp FY2026 results — Q4 production 82,744 lbs (+157% QoQ); total cost/lb $36.54 (-33%); FY revenue $37.3M, gross profit $16.9M; realized price $93.13/lb unhedged; $753M liquid assets, zero debt; Christensen Ranch (Wyoming) + Burke Hollow (Texas) ISR operations. NextSource Materials US$30M Hanwa + JOGMEC binding share subscription — 15% combined stake, 85% NextSource retained; Molo Madaga...