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The uranium market was buoyed this week by the news that Japan is not only looking to restart idled nuclear plants, but also wants to develop next-generation reactors.

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Top Stories This Week: Japan News Boosts Uranium, Market Looks for Jackson Hole Cluesyoutu.be
Gold saw some upward momentum this week, moving from a low of about US$1,730 per ounce on Monday (August 22) to just over US$1,760 on Thursday (August 25). However, by the time of this writing on Friday (August 26) afternoon, the yellow metal was back down around US$1,737.
Market watchers are eyeing the annual Jackson Hole, Wyoming, economic symposium, which brings together central bankers from the US and other countries. Although it's separate from the US Federal Reserve's regularly scheduled meetings, comments made by officials at the event can provide insight on its direction.
Fed Chair Jerome Powell spoke on Friday, and prior to his remarks we asked our Twitter followers if they thought his tone would be hawkish or dovish. The 65 percent of respondents who voted for the former were proven correct — major indexes went tumbling as Powell indicated the central bank won't let up in fighting inflation.
"Restoring price stability will likely require maintaining a restrictive policy stance for some time. The historical record cautions strongly against prematurely loosening policy," he said.
We'll be asking another question on Twitter next week, so make sure to follow us @INN_Resource and follow me @Charlotte_McL to share your thoughts!
Japan's nuclear news another positive uranium catalyst
Moving on from gold, let's take a look at the uranium market.
The UEX (TSX:UEX,OTCQB:UEXCF) bidding war between Uranium Energy (NYSEAMERICAN:UEC) and Denison Mines (TSX:DML,NYSEAMERICAN:DNN) brought some excitement to the space earlier this month, and more recently the industry has seen other positive catalysts emerge on a global scale.
In focus this week was the news that Japan is not only looking to restart idled nuclear plants, but also wants to develop next-generation reactors. The news came from the country's prime minister, who said a government "green transformation" panel will report back on ideas for these new reactors by the end of the year.
As a reminder, Japan took its reactors offline after an earthquake triggered 2011's Fukushima nuclear disaster, and ramping back up has been a slow process that market participants have watched closely — Rick Rule of Rule Investment Media has said for years that he sees Japanese restarts as a crucial catalyst for the sector.
I heard from Justin Huhn of Uranium Insider shortly after the announcement, and he explained that Japan wants nuclear power to account for 20 to 22 percent of its grid by 2035, which would mean restarting an additional 20+ reactors. In the short term, it wants to restart at least seven more reactors by mid-2023.
"Depending on which reactors are restarted and those utilities, what sort of inventories they might still have in their own possession, we could actually see renewed demand from these restarts. And of course it also means it's less likely that Japanese utilities will be selling pounds of inventory back into the market" — Justin Huhn, Uranium Insider
The market's reaction has been very positive, and for Justin the news is a global message on the need for clean energy. We'll be posting his interview next week, along with uranium commentary from Peter Grandich and John Ciampaglia, so keep an eye out for those conversations.
Want more YouTube content? Check out our YouTube playlist At Home With INN, which features interviews with experts in the resource space. If there's someone you'd like to see us interview, please send an email to cmcleod@investingnews.com.
And don't forget to follow us @INN_Resource for real-time updates!
Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.
Editorial Disclosure: The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.
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With an eye for detail and over a decade of experience covering the mining and metals sector, Charlotte is passionate about bringing investors accurate and insightful information that can help them make informed decisions.
She leads the Investing News Network's video and event coverage, and guides a team of writers reporting on niche investment markets.
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Investor Insight
Generation Uranium offers investors high-leverage exposure to a potential major discovery in Canada’s underexplored and resource-rich Thelon Basin, led by a management team with a proven track record of securing high-value exits.
Overview
Generation Uranium (CSE:GEN, OTCQB:GENR, FRA:W85) is a Canadian exploration company focused on wealth creation through discovery within the uranium sector. The company’s primary strategy is to build a high-caliber exploration team that can rapidly test and drill high-potential targets, de-risking projects for potential takeover by larger producers. Currently centered in the prolific Thelon and Angikuni Basins of Nunavut, the company is also actively evaluating additional project acquisitions in the Athabasca Basin to expand its portfolio.

The company is led by a veteran management team with nearly 30 years of experience in mineral development. CEO Michael Collins has a significant track record of building and exiting public companies, including the co-founding of Bluerock Resources, a conventional uranium producer during the 2000-2008 cycle. This expertise is paired with a focused business model that leverages modern geophysical targeting to accelerate exploration timelines and reduce costs, ensuring the company can deliver results quickly in a bullish uranium market.
Company Highlights
- Strategic Location in a Premier Uranium District: The flagship Yath Project is located in Nunavut’s Thelon Basin, contiguous to ATHA Energy’s Angilak Project, which hosts the high-grade Lac 50 deposit.
- High-Grade Discovery Potential: Historical surface sampling at the Yath Project has yielded exceptional uranium grades, including boulders testing at 9.81 percent, 3.95 percent, and 2.14 percent U3O8.
- Expert Management with Exit Experience: Led by CEO Michael Collins, the team has decades of experience in mineral exploration and a history of co-founding companies that were later acquired, such as Prime Mining and Nuclear Fuels.
- Low-Cost, Rapid Exploration Strategy: By leveraging modern geophysics and extensive historical data, the company aims for a "short road to discovery," de-risking projects quickly to maximize shareholder value.
- Bullish Market Fundamentals: Generation Uranium is well-positioned to meet the growing global demand for carbon-free nuclear power, supported by a projected supply deficit and increased interest from major tech companies seeking clean energy.
Key Project
Yath Project - Nunavut, Canada
The Yath Project is Generation Uranium’s flagship project. This 100 percent owned property covers about 120 square kilometers within the underexplored Thelon Basin in Nunavut, Canada. The project is located where the Yathkyed and Angikuni sub-basins meet, which is a region known globally for high-grade uranium potential. It sits directly along the same trend as the Angilak Project owned by ATHA Energy (TSXV:SASK, OTCQB:SASFK, FWB:XSU.F), which contains the Lac 50 deposit, one of the highest-grade uranium resources found outside of the Athabasca Basin with a historical mineral resource estimate of 43.3M lbs at an average grade of 0.69 percent U3O8.

The Yath Project is contiguous to the Lac 50 trend and is crossed by several regional faults and basin boundaries. Past exploration work has already identified high priority targets, while surface sampling in the area has produced uranium grades from boulders, with some testing at 9.81 percent, 3.95 percent, and 2.14 percent U3O8.
The company has commenced its initial field program at the site, set to define and rank drill targets. Historic showings will be combined with new anomalies from the MMT geophysics survey, preparing the project for an anticipated drill permit.
Management Team
Michael Collins - CEO & Director
Michael Collins is a professional geoscientist with nearly 30 years of experience in mineral exploration. He has co-founded several public companies, including Exploits Discovery, Prime Mining (acquired in 2025), and Nuclear Fuels (merged with Premier American Uranium in 2025). He is also currently a director of First Atlantic Nickel.
Christoph Bruening - Director
Christoph Bruening is the founder and managing partner of Value Relations GmbH, a full-service investor relations and public relations agency in Frankfurt with over 25 years of excellence, focusing on mining, exploration, biotech and health care. In addition, he has listed over 600 companies on the Frankfurt Stock Exchange and is a speaker and author of several publications, including on rare earths and uranium.
Dallas Miller - Director
Dallas Miller has been working within the international mining industry for over 15 years, working with BHP and Santos Ltd. He has experience on the ground from an operational standpoint, as well as being an integral part of raising millions of dollars in capital funding for both private and public companies in recent years.
Roger Leschuk - VP Corporate Development
Roger Leschuk has been in corporate management for over two decades, with the past 15 years dedicated to corporate development and investor relations. He has experience participating in and assisting with mergers and acquisitions, and was an investment advisor for various services such as stocks, mutual funds and tax-sheltered investments. He is a Chartered Investment Manager and a Fellow of the Canadian Securities Institute.
Monty Sutton - CFO
Monty Sutton brings over 35 years of experience in public markets and corporate governance. He previously served as CFO for Nuclear Fuels from its IPO through its acquisition.
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With an eye for detail and over a decade of experience covering the mining and metals sector, Charlotte is passionate about bringing investors accurate and insightful information that can help them make informed decisions.
She leads the Investing News Network's video and event coverage, and guides a team of writers reporting on niche investment markets.
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