Almost 15,000 selected online resources/reports made available to clients, I2M Associates, geoscientists, and the general public worldwide with a focus on geoscientific and other matters of interest to I2M management.
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Society conflicts, and training issues involving Artificial Intelligence, various Agencies, Colleges, Universities... as well as those related to Non-Science Issues (Creationism, Intelligent Design, etc.), plus related U.S. and world economic issues.
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Geophysics, Environmental, Geological, Geotech subjects that apply to energy, mining and environmental issues of the day, and the associated applications of interest to I2M management.
All Helium Resources and Uses migrated from the subcategory under Oil & Gas
The occurrence of hydrogen in the subsurface and use as an energy resource
Share-Talk reported in mid-October 2026 that Helix Exploration PLC shares jumped 10% in early trading after the company secured regulatory approval to restart operations at its Rudyard helium production facility in Montana, United States.

The US-focused helium producer confirmed that the Montana Board of Oil and Gas Conservation (MBOGC) granted an exemption allowing operations to resume immediately after a regulatory hearing on 15 October 2026. The approval permits Helix to vent waste gas, primarily nitrogen, generated during helium p...
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Mining Doc reported in early October 20026 that the uranium spot and contract price has witnessed a significant revival during the last ten years, growing four times from historical lows with nuclear power once again making its way into the mainstream energy policy of the world.
Yellowcake Drummed and Ready for Sale at The UEC Hobson CPP
This reflects a structural change within the full nuclear fuel cycle instead of just a price rise in a commodity. There are three key structural drivers of such a market shift: decarbonisation needs of...
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Wall Street Investor reported on October 15 2026 that the price utilities agree to pay for uranium years in advance ended September at $96.50 per pound, above the $95 peak reached in 2007, while the spot price closed the month at $89.63, according to figures published by Cameco.
Eagle Eye Real-Time Investor Signal Intelligence (https://eagle-eye.dev/)
The same month, the United States and the Republic of Korea announced a framework under which Korea would commit up to $120 billion to help finance eight large reactors on U.S. federal...
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Mishra of Benzinda reported in late September 2025 that venture capitalist and investor Kevin O’Leary says he is shifting his investment strategy away from direct artificial intelligence (AI) technology stocks toward energy infrastructure, identifying electricity production and uranium as his primary focus for the next 36 months.
Shift From Tech to Power
Speaking on the Stock Sharks: The Deep End podcast, O’Leary stated that he is taking an indirect investment approach to the artificial intelligence sector rather than expanding his holdings...
Kalinic of the Benzinga Group reported in mid-October 2026 that spot uranium prices have been holding near $90 a pound, yet uranium mining shares have been sinking. The divergence suggests the market is pricing in a gap between renewed enthusiasm for nuclear power and the earnings investors can expect from its suppliers.
Physical Uranium Vs. Uranium Miners Year-To-Date; Source: TradingView
Sprott Physical Uranium Trust, a proxy for spot price, is nearly flat for the year, yet Sprott Uranium Miners ETF has declined more than 23%. The m...
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UEC announced on October 13, 2026 that the appointment of the Honorable Tom D'Agostino, Admiral James F. Caldwell (USN, Ret.), Admiral William K. Lescher (USN, Ret.) and the Honorable Neile Miller to UEC's National Security Advisory Council (the "Council"). These appointments advance the Company's expansion into uranium conversion through its subsidiary, United States Uranium Refining & Conversion Corp. ("UR&C"), and cement UEC's position as the emerging national champion of the front end of the American nuclear fuel cycle.

Mr. D'Agostin...
Justin Huhn, Founder and Publisher of the Uranium Insider, joins the The KE Report Podcast in Mid-October, 2026 for yet another very comprehensive macro update on the supply and demand fundamentals for #uranium and the #nuclear fuel sector. We discuss the primary investment case for the uranium sector contrasted against the flashy headlines of the last 2 years around the secondary demand from #ai datacenters and small modular reactors (SMRs).
Then we dive into how the longer-term contracting cycle is setting up with utility comp...
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Charles reported in mid-October 2026 that the World Nuclear Association (WNA) projects that 401 gigawatts electrical (GWe) of today's 423 GWe operating reactor capacity could remain in service through 2050, preserving a substantial base of recurring uranium demand.

Global nuclear electricity generation reached a record 2,702 terawatt-hours (TWh) in 2025, supported by an average reactor capacity factor of 83.7%, demonstrating the continued contribution of existing facilities. US utilities reported 33.591 million pounds of unfilled uraniu...
Apodaca reported in early October 2026 that the United Kingdom’s power grid scrambled for electricity Tuesday as collapsing wind generation exposed a fundamental weakness in the country’s aggressive green energy buildout.
Britain’s National Energy System Operator (NESO) warned the country could face a 1.9-gigawatt power shortfall Tuesday as wind generation plunges. Wind output was forecast to fall to just 2.2 gigawatts — roughly a quarter of its 2026 average — by 6 p.m., forcing the grid to hunt for additional power as evening demand...