nuclear

Part of the PDAC 2026 technical program will examine supply security challenges across critical minerals, uranium, and potash, highlighting their strategic importance to energy, food production, and national security. Sessions will address by-product recovery from existing operations, uranium’s evolving role in the energy transition, and potash’s exposure to trade and geopolitical risks. Industry leaders, analysts, and technical specialists will discuss processing innovations, market fundamentals, and policy considerations shaping future supply. The program reflects how governments and companies are responding to resource constraints, geopolitical pressures, and shifting demand across these strategically significant commodity markets. [more]

Ontario has begun construction on Canada’s first small modular reactor (SMR), a $20.9B project led by Ontario Power Generation at its Darlington site. The build includes four GE Hitachi BWRX-300 units, with the first scheduled to come online in 2030. The SMRs aim to meet Ontario’s rising electricity demand and provide a case study for global nuclear investment. The government projects $38.5B in long-term GDP contribution and over 18,000 jobs. Execution risks remain, but Ontario is positioning itself as a nuclear leader. [more]