Stock Markets February 19, 2026

Denison Mines Gains After CNSC Clears Wheeler River Project for Construction

Federal sign-off paves way for Phoenix ISR mine with construction timeline targeting mid-2028 production

By Ajmal Hussain DNN
Denison Mines Gains After CNSC Clears Wheeler River Project for Construction
DNN

Shares of Denison Mines Corp rose after Canada’s federal regulator approved the environmental assessment and issued a license for the Wheeler River Uranium Project, clearing the final federal regulatory steps needed to begin construction of the Phoenix In-Situ Recovery (ISR) mine. The project, a joint venture led by Denison, retains an approximate two-year construction timetable aimed at first production by mid-2028, pending a final investment decision.

Key Points

  • Federal approvals from the Canadian Nuclear Safety Commission clear the final regulatory hurdle for construction of the Phoenix ISR uranium mine.
  • Denison expects an approximately two-year construction period with first production targeted for mid-2028, contingent on a final investment decision.
  • Wheeler River is a joint venture in northern Saskatchewan (Denison 90% operator, JCU 10%) hosting the Phoenix and Gryphon deposits; Phoenix is promoted as a potentially low-cost, more sustainable ISR operation.

Denison Mines Corp saw its stock rise after receiving full federal clearance to begin work at its Wheeler River Uranium Project. The Canadian Nuclear Safety Commission approved the Environmental Assessment and issued the licence that Denison said constitute the last federal regulatory requirements needed to start building the Phoenix In-Situ Recovery (ISR) uranium mine.

The company noted that provincial approvals, including those from the Province of Saskatchewan, and other required provincial permits had already been secured. With the CNSC action complete, Denison said it is positioned to begin site preparation and move into construction once it takes a final investment decision.

"Phoenix is the first uranium mine in Canada to be approved for ISR mining and is the first large-scale Canadian uranium mine approved for construction in more than 20 years," said David Cates, President and CEO of Denison.

Denison provided a construction estimate of approximately two years and reiterated that, on that schedule, first production would remain on track for mid-2028. Those timing figures are tied to the company's construction plan and the eventual go-ahead represented by a final investment decision.

The Wheeler River Project is located in the eastern Athabasca Basin region of northern Saskatchewan and is structured as a joint venture, with Denison holding a 90% stake and acting as operator and JCU (Canada) Exploration Company Limited holding 10%. The site includes the Phoenix and Gryphon uranium deposits, which Denison discovered in 2008 and 2014 respectively.

Denison emphasised the economics and environmental profile it expects from Phoenix, arguing that the ISR mining method can deliver competitive, low-cost production and stronger sustainability outcomes relative to conventional mining techniques. The company stated the Phoenix deposit has the potential to be competitive with the lowest-cost uranium mining operations globally because of the ISR approach.

With federal licensing now complete, Denison said the company is ready to undertake immediate site preparation and to commence construction activities following a final investment decision. The precise timing of those next steps depends on the company’s internal approval process and the execution of its construction plan.

Risks

  • Construction and production timelines are contingent on a final investment decision, so work will only commence once that decision is taken, introducing execution timing risk.
  • The approximately two-year construction schedule and mid-2028 production target represent planned timelines that could change depending on project execution and planning.
  • While federal and provincial permits are in place, the company’s statements indicate progression still depends on internal approvals and subsequent construction execution.

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