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The Latest Breaking News from uranium

IAEA flags Iran’s 60% uranium reserve — why the revelation matters

Iran has stored some of its most highly enriched uranium in an underground tunnel complex at its key Isfahan nuclear facility, the International Atomic Energy Agency disclosed in a confidential report, according to Reuters. The disclosure marks the first time the UN nuclear watchdog has publicly pinpointed the location of…

The Times of India

UN nuclear watchdog says it's unable to verify whether Iran has suspended all uranium enrichment

Iran has not allowed the United Nations nuclear watchdog to access nuclear facilities affected by the 12-day war in June, according to a confidential report by the U.N. nuclear watchdog circulated to member states and seen Friday by The Associated Press

The Independent UK

Trump is marching toward war with Iran. He hasn’t bothered to make clear why

The US spent months promoting a false case for the invasion of Iraq. This time, we’re in the dark about Washington’s goals

The Guardian - US

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US-Iran nuclear talks end without a deal as threat of war grows

Mediators suggest talks will reconvene next week but no immediate evidence two sides any closer on uranium enrichment

The Guardian - UK

The Latest: Tense US-Iran talks in Geneva as Trump deploys warships and aircraft to the Middle East

Iran and the United States are holding a third round of nuclear talks in Geneva as Washington sends airships and warships to the Middle East to underscore the U.S. demand that Iran stop enriching uranium

The Independent UK

1 Stock to Buy Now as Experts Warn of a Looming Uranium Supply Crunch

As enriched uranium grows scarce and prices surge, this stock could fit well into a diversified energy portfolio.

Barchart

Iranian state TV says indirect nuclear talks with the US will resume after a break

Iranian state television reported Thursday that indirect talks with the United States will resume later in the day after both sides take a break

The Independent UK

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US-Iran nuclear talks resume in Geneva amid missile and war threats

Trump has pushed to halt Iran's enrichment of uranium entirely, as well as address Tehran's ballistic missile programme and its support of militant groups in the region. Iran has maintained that the talks must remain focused only on nuclear issues.

Euronews

Radioactive Returns: Geopolitics and AI Fuel a Nuclear Supercycle

See why nuclear is back in focus: AI data centers need baseload power and geopolitics are reshaping supply chains. Vistra and Cameco offer two angles.

MarketBeat

Donald Trump claimed he took care of Iran’s nukes, but now his envoy says they’re on the verge of a bomb. Make it make sense

Explain this, Mr. President!

We Got This Covered

Iran 'one week' from bomb-grade uranium? Protests flare again in Tehran - top developments

US envoy Steve Witkoff warns Iran could be a week from producing bomb-grade uranium, despite past strikes. Washington remains concerned about Tehran's nuclear ambitions, with US President Donald Trump demanding "zero enrichment" but reportedly considering limited, verifiable civilian enrichment. Domestic protests in Iran are also a factor in US policy.

The Times of India

Iran willing to dilute uranium stockpile as fresh protests erupt

Proposal will be at heart of offer to US as Trump considers whether to attack Iran

The Guardian - UK

Experts warn Saudi Arabia may have uranium enrichment under proposed deal with US

Saudi-US proposal comes amid Iran tensions

The Independent UK

Forget the Board of Peace, Trump may be closer than thought to attacking Iran

Tehran may claim it will not negotiate under duress, but that is precisely what it is being required to do

The Guardian - UK

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Tom’s Hardware

AI hyperscalers move to secure long-term uranium supply from mining companies — fuel required for nuclear plants to power future data centers

This deal will help AI hyperscalers secure the fuel they need for SMRs, avoiding getting hit by a shortage if demand spikes due to the massive power requirements of future data centers.

Barchart

Goldman Sachs Is Pounding the Table on This 1 Rare Earths Stock: New Price Target Implies 50% Upside

Analysts are becoming increasingly bullish on this rare earths stock that is already up over 300% in the past year.

The Independent UK

Iran’s supreme leader threatens to sink US aircraft carriers sent to the Middle East – as nuclear talks continue

Ayatollah issues warning as nuclear talks under way – but president says Tehran will never abandon its enriched uranium programme

MarketBeat

Up 135% in the Past Year, Can Cameco Continue Its Run?

After years of trailing the market, the energy sector is surging in 2026. A flight to safety and a nuclear revival, led by Cameco, have fueled the rally.

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The Independent UK

Iran temporarily closed the Strait of Hormuz as it held latest round of indirect talks with US

Iran announced the temporary closure of the Strait of Hormuz for live fire military drills as its negotiators held another round of indirect talks with the United States in Geneva over its disputed nuclear program

The Times of India

Iran-US indirect talks: Tehran’s top diplomat travels to Geneva for second round

Iran's foreign minister heads to Geneva for crucial indirect nuclear talks with the US, mediated by Oman. This follows earlier discussions that stalled due to regional conflict. Tehran seeks economic benefits, including sanctions relief, while Washington demands a halt to uranium enrichment. Tensions remain high with potential military action looming.

The Independent UK

Iran says it’s open to compromise in nuclear talks if US lifts sanctions

Deputy foreign minister says ‘ball was in America’s court to prove they want to do a deal’

Radio France Internationale

France denies role in Niger airport attack as junta doubles down on accusations

French President Emmanuel Macron has dismissed suggestions of any planned intervention in Niger, firmly rejecting claims from the country’s ruling junta that Paris is orchestrating destabilisation efforts.

TechRadar

China has extracted 1000g of uranium from just seawater - targets "unlimited battery life" by 2050, tapping into 4.5 billion tons of aquatic uranium

The oceans hold vast uranium resources, and China’s recent extraction milestone is a start but does not yet ensure a large-scale fuel supply.

The Independent UK

South Korean officials raid spy agencies to find out who is sending drones into North Korea

Joint military and police task force says it searched 18 locations, including country’s main intelligence agencies

AAP

Australian shares pare early gains for flat finish

The bourse has notched a second straight day of gains in a mixed session where strength in miners and energy stocks came up against weakness in financials.

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