U3O8$86.00/lb0.62%|CCJ$121.082.31%|OKLO$74.444.12%|CEG$198.451.15%|URA$28.901.51%|URNM$52.302.84%|NXE$12.573.42%|U3O8$86.00/lb0.62%|CCJ$121.082.31%|OKLO$74.444.12%|CEG$198.451.15%|URA$28.901.51%|URNM$52.302.84%|NXE$12.573.42%|
SECOND ATOMIC AGE

Paladin Energy

PALAF

Paladin Energy Ltd (PALAF) is an Australian uranium mining company operating the Langer Heinrich mine in Namibia.

Restarted production in 2024 after a 2018 suspension, targeting 5.4 million pounds U3O8 annually at full capacity. Holds exploration assets in Australia and Canada. Market cap around $1.5B as of mid-2024.

Why it matters now

Key supplier amid 2025 uranium supply shortages driving spot prices above $80/lb, critical for HALEU production ramps needed for SMR deployments.