Global Infrastructure SherpaOrano CE to accept uranium ore concentrate from Lotus Resources' Kayelekera site
Lotus Resources has received confirmation from Orano Chimie-Enrichissement (Orano CE) regarding the acceptance of uranium ore concentrate from its Kayelekera site. The concentrate will be processed at Orano CE's conversion facility located in Malvesi, France. This agreement secures a crucial processing pathway for the uranium produced at the Kayelekera project. The confirmation ensures the viability of future uranium shipments from Lotus Resources' operations. This supply agreement is a key step for Lotus Resources in bringing its uranium production to market.
Counterparts (2)
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- Announced: April 1, 2026
- Counterparts: Orano Chimie-Enrichissement (Orano CE) and Lotus Resources
- Location: Malvesi, France
- Type: supply_agreement
- Sector: mining
Source Intelligence
Lotus aims to achieve full production capacity at Kayelekera by the second quarter of 2026. Orano CE is assessing the acceptance of materials produced at the time of commissioning in the fourth quarter of 2025. Exporting uranium via the port of Dar-es-Salaam, Tanzania, remains the preferred route to the market. Lotus is collaborating with Alistair Group and freight forwarder Orano NPS to initiate exports through Walvis Bay, Namibia. Lotus completed a placement in September 2025 to raise about A$65m ($42m) for its 85%-owned Kayelekera uranium project in Malawi and the 100%-owned Letlhakane project in Botswana.
"Lotus Resources has received confirmation from Orano Chimie-Enrichissement (Orano CE) regarding the acceptance of uranium ore concentrate from its Kayelekera site."
"Lotus Resources has received confirmation from Orano Chimie-Enrichissement (Orano CE) regarding the acceptance of uranium ore concentrate from its Kayelekera site."
"This acceptance follows a series of collaborative efforts between Lotus and Orano CE to optimise and qualify the product."
"The agreement requires Lotus to provide independent laboratory test results before initial shipments commence to Orano CE."
"Additionally, Orano CE is assessing the acceptance of materials produced at the time of commissioning in the fourth quarter of 2025."
"Lotus aims to achieve full production capacity at Kayelekera by the second quarter of 2026, supported by steady performance improvements reported in February and March."
"Lotus is collaborating with Alistair Group and freight forwarder Orano NPS to initiate exports through Walvis Bay, Namibia."
"Lotus is collaborating with Alistair Group and freight forwarder Orano NPS to initiate exports through Walvis Bay, Namibia."
"“We are very excited to have achieved this acceptance by Orano CE, which allows us to now plan for first product to be dispatched from site."
"Lotus completed a placement to raise about A$65m ($42m) to bolster working capital for its 85%-owned Kayelekera uranium project in Malawi and progress the development of the 100%-owned Letlhakane project in Botswana."
Timeline
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