Advertisement — On Behalf of Uranium Royalty Corp. and Premier American Uranium Inc. SRC swiss resource capital AG maintains paid IR consulting agreements with both companies. Creator: SRC. Author: Ingrid Heinritzi. First published: November 10, 2026, 5:28 a.m. Berlin/Zurich time.
Nuclear Energy Increases Uranium Demand
Dear Readers,
In 2025, global nuclear power generation reached a record of 2,701 terawatt-hours and met around 9% of global electricity demand. According to the latest information from the World Nuclear Association, approximately 440 reactors are in operation, with around 80 more under construction. Expansion is concentrated primarily in Asia.
The United Kingdom underscores this trend with the Strategic Plan 2026–2031 of the United Kingdom National Nuclear Laboratory. The five science missions encompass future reactor technologies, fuel security, and the continued operation of existing facilities. This also brings the supply of nuclear fuel into sharper strategic focus.
The World Nuclear Association estimates global reactor requirements in 2025 at around 68,920 metric tons of uranium. In the reference scenario, these could rise to more than 150,000 metric tons of uranium by 2040. At the same time, around 120 reactors are firmly planned, and more than 300 others are proposed.
Uranium Royalty Expands Its Platform
Uranium Royalty Corp. - https://www.commodity-tv.com/play/uranium-royalty-11b-sweetwater-deal-53m-acres-and-a-uranium-supply-gap/ - reported for the first quarter of fiscal 2027 a net profit of $16.3 million. The company sold 593,255 pounds of U₃O₈ and generated $51.0 million in revenue. In parallel, the Sweetwater transaction was closed, expanding the portfolio with ongoing soda ash royalties and extensive land rights.
With Sweetwater, Uranium Royalty acquired approximately 92% of the companies involved. According to the company, the combined platform holds more than 5.3 million acres of surface and mineral rights.
Premier American Uranium Continues Drilling at Kaycee
Premier American Uranium - https://www.commodity-tv.com/ondemand/companies/profil/premier-american-uranium-inc/ - reported on October 7 at its 100%-owned Kaycee project in Wyoming 3.05 meters at 0.064% eU₃O₈. As of September 25, 80 drill holes totaling 65,620 feet had been completed, around 66% of the 100,000-foot program.
At Cebolleta in New Mexico, a metallurgical test program is underway to optimize heap leaching. According to the company’s plans, the results are to be incorporated into an updated PEA for 2027. The announced DISA transaction remains subject to closing conditions.
Conclusion: Both Companies Approach Milestones
Growing nuclear energy expansion supports long-term uranium demand. At Uranium Royalty, the focus is on integrating Sweetwater and royalty cash flows. Premier American Uranium continues working on Kaycee and Cebolleta. This should keep the news pipeline well stocked.
Current Company Information and Press Releases: https://www.resource-capital.ch/de/unternehmen/uranium-royalty-corp/ and https://www.resource-capital.ch/de/unternehmen/premier-american-uranium-corp/
Further information is available in our Uranium Report: https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/
Best wishes and warm regards from Switzerland,
Yours,
Marc Ollinger
Swiss Resource Capital AG
Swiss Resource Capital AG at a Glance:
Homepage: https://www.resource-capital.ch/de/
Videos and Interviews: rohstoff-tv · commodity-tv · YouTube
Commodity Reports: https://www.rohstoff-reports.com/
Roadshows: https://www.european-roadshows.com/de/
Sources: IEA, Electricity 2026, February 6, 2026 · UKNNL, Strategic Plan, October 12, 2026 · World Nuclear Association, Reactor Planning, November 6, 2026 · World Nuclear Association, Nuclear Fuel Report 2025 · Uranium Royalty, Q1 FY 2027, September 14, 2026 · Uranium Royalty, Sweetwater Closing, July 27, 2026 · Premier American Uranium, Kaycee, October 7, 2026 · Premier American Uranium, Cebolleta, July 13, 2026 · Premier American Uranium, DISA, September 15, 2026; Cover image: AI-generated illustrative image
Transparency and Conflicts of Interest
Prepared and published by: SRC swiss resource capital AG, Poststrasse 1, 9100 Herisau, Switzerland. Author: Ingrid Heinritzi. Issuers: Uranium Royalty Corp. (NASDAQ: UROY; WKN A42EGZ; ISIN US91703D1000) and Premier American Uranium Inc. (TSXV: PUR; OTCQB: PAUIF; WKN A3ET9P; ISIN CA74048R1091). This article is produced under paid IR consulting agreements with both companies; SRC receives compensation under these agreements, and the author is compensated through SRC. These relationships create an economic interest in favorable coverage. Neither the author nor SRC holds positions in the issuers discussed. Equity interest of an issuer in SRC of at least 5%: no. Market-making, lead/co-lead manager, and investment banking relationships: no. Other relevant interests: none. Advance review by the issuers: The issuers did not not receive the article in advance for review and/or approval. Applicability of Section 18(2) of the German Interstate Media Treaty (MStV) / responsible person: Marc Ollinger, CEO of SRC. Editorial status and source cutoff: November 8, 2026, 8:04 a.m. CET.
Methodology and Risks
Public primary sources and current company announcements were cross-checked; information provided by companies and operators has not been independently verified. No independent resource estimate, feasibility study, company valuation, or share price forecast. The cover image is an AI-generated illustrative image and does not show an actual facility of the issuers. Uranium Royalty does not operate the underlying mines itself; royalty and streaming revenues depend, among other things, on operator decisions, production, commodity prices, and contractual terms. The Sweetwater transaction also expands the business model to encompass soda ash royalties and extensive land rights; results from physical uranium sales may fluctuate significantly from period to period. For Premier American Uranium, the Kaycee grades reported as eU₃O₈ are equivalent grades derived from calibrated gamma logs and are not chemical assays; according to the company, the reported vertical drilled lengths approximate true width or exceed it slightly. According to the company, the technical Kaycee disclosure dated October 7, 2026, was reviewed by J.J. Brown, P.G., SME-RM, Vice President Exploration, as a Qualified Person. For Cebolleta, Mike Thompson, C.P.G., reviewed the 2026 drilling data; Terry McNulty, P.E., the other information on the work program; and Mark B. Mathisen, C.P.G., SLR, the PEA and resource estimate. The PEA is preliminary, contains inferred resources, and is not a mineral reserve; its realization is not assured. The announced DISA transaction has not yet closed and remains subject to regulatory and other conditions. Premier American Uranium currently produces no uranium. Commodity price, operator, exploration, resource, metallurgy, permitting, financing, dilution, transaction, market, liquidity, and total loss risks may materially affect developments.
Notices and Liability
Paid marketing communication; not independent financial analysis, individual investment advice, a solicitation to buy, or an offer of securities. Personal investment circumstances are not assessed. To the extent that the content, presentation, or purpose of distribution is legally classified as an investment recommendation or a recommendation of an investment strategy, the applicable requirements of Article 20 of the Market Abuse Regulation (MAR), Delegated Regulation (EU) 2016/958, and Sections 85 and 86 of the German Securities Trading Act (WpHG) must be applied separately; notification of an activity or regulatory classification does not constitute approval of the content by the German Federal Financial Supervisory Authority (BaFin). For Premier American Uranium and the specific investor relations communication, the applicability of the relevant Canadian/British Columbia Securities Commission (BCSC) requirements must be assessed on the basis of the mandate, distribution, and territorial nexus. For distribution in or into the United States, the applicability of Section 17(b) of the Securities Act must additionally be assessed because of the paid description of securities; if applicable, disclosure of the amount/value of the consideration may also be required. Distribution channels are restricted to the DACH region. No Canadian, US, German, or other securities regulatory authority has reviewed or approved this contribution. All information has been compiled with care; no warranty is given as to accuracy, completeness, timeliness, or the occurrence of forward-looking developments. Liability is limited only to the extent permitted by law; mandatory liability and claims remain unaffected. The operators of external websites are responsible for those websites; our own statutory responsibility remains unaffected. The visible watermark “AI-generated” does not replace any required machine-readable marking of synthetic content; the applicability of Article 50 of the Artificial Intelligence Act (AI Act) and technical provenance labeling must be assessed separately. © 2026 SRC swiss resource capital AG. Further distribution only with consent or statutory permission.
Use of AI-Based Systems: AI-based systems may be used as editorial aids in the creation and editing of our contributions, in particular to support research, analysis, structuring, and linguistic revision. All content intended for publication undergoes substantial human and editorial review before publication, is revised where necessary, and is approved by the responsible editorial team. Editorial responsibility for the published content remains fully with the respective publisher.
