Next Uranium Producer - New Mill, Higher Grades, M&A (CSE:WUC)
July 10, 2026

Western Uranium & Vanadium CEO George Glasier provides a major company update following the surprising Sunday Mine results, where independent testing showed uranium grades over 40% higher than initially expected. We discuss what these higher-grade results could mean for future production economics, the timeline for restarting mining operations, Western Uranium’s new processing mill plans, kinetic separation technology, and the company’s strategy to secure uranium contracts as U.S. utilities prepare for future supply needs. George also shares updates on San Rafael, Hansen Taylor Ranch, Sage Mine, potential strategic partners, funding requirements, and why Western Uranium believes it is positioned to play an important role in rebuilding domestic U.S. uranium production.

🗓️ Recording date: July 9, 2026

📖 Chapters
00:00 Intro
01:41 - Sunday Mine uranium grades come back over 40% higher than expected
05:10 - How higher grades could impact resources and production economics
06:34 - Are higher grades consistent across the Sunday Mine?
07:20 - Next steps toward restarting mining operations
09:30 - Why milling capacity is the key for future uranium production
10:58 - Uranium price outlook and economics at current prices
12:18 - Uranium contracting plans
13:15 - Western Uranium processing mill update and timeline
15:11 - Kinetic separation technology
16:33 - NRC regulation update for kinetic separation technology
18:23 - Water rights and preparation for future processing
19:14 - Why the new mill will include a full on-site laboratory
19:48 - Updates on San Rafael
21:03 - Hansen Taylor Ranch development
22:07 - ISR potential
23:23 - Timeline for updated NI 43-101 technical reports
25:13 - Sage Mine and Van 4 project updates
26:30 - Cash position and future funding needs
27:55 - Strategic partners and commercial production plans
28:36 - Insider land transactions
30:05 - Upcoming news flow and potential catalysts

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