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Dasa could become a meaningful new source of mined uranium, but it is not yet confirmed commercial supply. Global Atomic’s 2024 feasibility study forecasts 68.1 million pounds of U3O8 over a 23.75-year mine plan; the company’s latest project update reviewed here describes construction and underground-development work, not commissioning or utility deliveries. Because that lifetime forecast spans decades, it should not be compared as if it were one year of global production.
How much uranium is Dasa expected to produce?
Dasa is a planned uranium mine in Niger, within the Adrar Emoles III licence area, about 105 km south of Arlit. It is to be operated by SOMIDA, which Global Atomic says is 80% owned by the company and 20% by Niger.
Global Atomic’s 2024 feasibility study sets out the following mine-plan figures:
- Mine-plan duration: 23.75 years, spanning 2026–2049.
- Mineral reserves: 73 million pounds of U3O8.
- Forecast total production: 68.1 million pounds of U3O8.
These are company study figures, not recorded output. Dividing the forecast total by the plan duration gives a simple average of about 2.9 million pounds of U3O8 a year. That arithmetic is not a production schedule: actual yearly output could differ, and the figures do not establish a ramp-up profile.
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When could Dasa supply utilities?
Global Atomic’s project page, whose latest update is labeled Q1–Q2 2026, reports ongoing underground development toward the fourth level. It also says development ore at multiple grades had been brought to the surface, underground ventilation, electrical and water systems were being installed, and detailed processing-plant engineering and remaining component orders were under way. First-phase plant earthworks were reported as more than 95% complete.
Those milestones describe project development, not a completed or commissioned plant, saleable uranium, or commercial deliveries. The latest company update reviewed here does not give a definitive revised date for first production or first utility delivery. An earlier OECD Nuclear Energy Agency (NEA) report had projected a 2025 first utility delivery; that forecast is now past and should not be treated as current guidance.
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The planned route from mine to utility
- Develop the underground mine. The company reports development work and ore brought to the surface.
- Extract and process ore. Processing-plant work is reported, but the reviewed update does not confirm commissioning or production.
- Produce yellowcake. The mine plan envisages uranium concentrate, or U3O8, for sale to utility buyers.
- Deliver under contracts. Delivery is a planned later step; the public information described here does not establish that commercial deliveries have begun.
What is contracted—and what does that mean?
Global Atomic said that, at the end of 2024, contracts covered 43% of projected production for Dasa’s first five operating years. The company also said this contracted volume represented 11.5% of the mine plan’s 68.1-million-pound lifetime production forecast. These are company-reported contracted forecasts, not evidence of delivered material; the public project-page summary does not name the counterparties.
The company separately reported an agreement with a European utility for 260,000 pounds of U3O8 per year for three years. That is a stated contract volume and term, not confirmation that the mine has produced or delivered those pounds.
How does Dasa compare with global uranium demand?
The NEA’s September 2026 summary of Uranium 2026 reports 61,924 tonnes of uranium (tU) produced globally in 2024 and annual reactor requirements of about 64,500 tU. Its reactor snapshot is 418 operating commercial reactors with 378 GWe of net capacity as of 1 January 2025.
| Measure | Amount | Time basis and qualification |
|---|---|---|
| Dasa planned production | 68.1 million lb U3O8 | Company feasibility-study forecast across the 23.75-year 2026–2049 mine plan |
| Global mine production | 61,924 tU | World production during calendar year 2024, as reported by the NEA in 2026 |
| Reactor requirements | About 64,500 tU per year | NEA estimate for the fleet of 418 operating reactors and 378 GWe net capacity as of 1 January 2025 |
The table’s figures are not directly interchangeable. Dasa’s figure is a multi-decade total expressed as U3O8 concentrate mass; the global figures are annual flows expressed as uranium mass (tU). A direct subtraction or comparison would require consistent units and time periods. Even the roughly 2.9-million-pound annualized Dasa average is only a simple average of the mine-plan total, not a forecast of annual deliveries.
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Nor does the difference between global mine production and reactor requirements by itself establish a complete market deficit. Inventories and secondary supply also contribute to the market, while the figures do not capture every factor affecting availability and delivery. The NEA says 2024 global mine production was the highest since 2016, with growth mainly from restarts and expansions of existing mines, particularly in Canada; it also reported that no new uranium mining projects began production that year.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Why a planned mine can matter before it produces
New uranium supply takes time to develop. The NEA’s 2026 release puts typical mining-project lead times at 15–20 years and calls for projects to be identified, permitted and advanced to reduce future supply risks. That is general sector context, not a timetable for Dasa. It helps explain why a proposed mine can matter to future supply planning years before it is delivering material.
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The NEA’s 2025 summary of Uranium 2024 counted 7,934,500 tonnes of identified recoverable uranium resources as of 1 January 2023. It said the resource base could support continued nuclear use and significant growth through 2050 and beyond, while stressing the need for timely investment in exploration, mining and processing. As the NEA put it, “Sufficient uranium resources exist to support both the continued use of nuclear power and its significant growth through 2050 and beyond.” Resource in the ground, however, is not the same as supply ready for a utility to receive.
What Dasa’s figures do—and do not—tell you
Dasa’s study case presents a sizeable prospective mine over a long operating horizon, while the project update indicates that development and plant work were still under way. Together, those facts make the project relevant to future supply, but not a basis for treating its planned pounds as current market availability or for predicting uranium prices. The route from mine plan to dependable supply still depends on completing the project, beginning production and making deliveries.
Quick Recap
- For current supply: look for confirmed production and delivery, not only reserves, construction milestones or a target date.
- For future supply: distinguish a lifetime mine-plan total from annual output, and contracted forecast volumes from delivered material.
- For market balance: do not infer a full shortfall from mine production and reactor requirements alone; the NEA figures are in different market categories, and inventories and secondary supply matter.
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