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Boss Energy Limited

mining-metals·🇦🇺 Australia·✓ Company-verified

Boss Energy Limited (ASX: BOE; OTCQX: BQSSF) is an Australian uranium producer operating two in-situ recovery (ISR) projects: the Honeymoon Uranium Project in South Australia (100% owned, restarted 2024 after a long care-and-maintenance period, FY26 actual production of 1.41 million lb drummed U3O8, up 61% on FY25's 0.87 million lb, after guidance was cut from an initial 1.6 million lb due to weather-related disruptions) and a 30% stake in the Alta Mesa ISR project in South Texas (operated by joint-venture partner enCore Energy Corp, targeting full capacity of 1.5 million lb U3O8/yr on a 100% basis).

Supply-risk report · CRMA Art. 20–25 assessment Policy outlook · threats, impact & strategy

/ 100

High

Binding chokepoint

uranium 67

Controller

🇷🇺 RU 45%

Measures, 24m

14 · 0 total mentions

Scored exposures

1 materials

Its binding exposure, uranium, is controlled by RU at 45% of refined output.

Production footprint

2named sites with disclosed material dependencies

Honeymoon Uranium Projectin-situ recovery (ISR) uranium mine + ion-exchange processing, South Australia; 100% owned; restarted 2024; FY26 actual production 1.41Mlb U3O8, up 61% on FY25's 0.87Mlb (revised down from initial 1.6Mlb guidance after weather-related access-road and reagent-delivery disruptions)AU

Alta Mesa ProjectISR uranium mine, South Texas; 30% JV with enCore Energy Corp (operator); Boss share ~450,000 lb U3O8/yr at full capacityUS

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Material exposure

1scored materials · 1 produced, 0 consumed

This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.

uranium🇷🇺 RU · produces67

Policy measures, last 24 months

No actions in the register have named or swept this company in the last 24 months.

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If passed, would hit their inputs

4proposals matching this company's materials

Kazakhstan Subsoil Code 2026 amendments — domestic-content rise to 70% (incl. uranium), geological-data digitisation, e-auctions, strategic-investor priority right🇰🇿 highuranium, copper, rare-earths, chromium

DRC Strategic Mineral Reclassification Decree — 6 new minerals (lithium, tantalum, niobium, tungsten, uranium, REEs) elevated to strategic tier, royalty 3.5%→10%🇨🇩 highlithium, tantalum, niobium, tungsten, uranium, rare-earths

Namibia new Minerals Bill (Minerals Prospecting and Mining Act overhaul)🇳🇦 moderateuranium, lithium, diamonds, manganese

1 moreShow

CEMAC Common Mining Code — 6-member regional harmonisation (April 2026) moderatemanganese, cobalt, gold, diamonds, uranium, iron-ore

Supplier alternatives

1of 1 exposures have a viable non-dominant substitute · avg lead 3mo

uranium🇷🇺 RU 45% → 🇨🇳 CN0-6mo

No dated actions on record. Material exposures are company-verified; scores are footprint-adjusted and buyer-relative.

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Boss Energy Limited

mining-metals·🇦🇺 Australia·✓ Company-verified