NOVAGOLD & Paulson Select Fluor as Donlin Gold's Partner to Lead Bankable Feasibility Study

Original announcement by tmx on

Company
NOVAGOLD RESOURCES INC.
Ticker
NG
Exchange
TSX
Region
Alaska
Primary commodity
Gold
Secondary commodities
None reported
Document categories
Resource update, Agreement transaction
Extracted
2026-09-12 15:08:23 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

NOVAGOLD and Paulson have selected Fluor Corporation to lead the Bankable Feasibility Study (BFS) for the Donlin Gold project in Alaska, with completion expected in 2027. The project is a large-scale gold deposit with approximately 40 million ounces of gold in Measured and Indicated resources.

Reasoning: The appointment of Fluor to lead the Bankable Feasibility Study (BFS) is a major de-risking milestone for the Donlin Gold project, moving it closer to development.

Positive factors

  • Selection of top-tier engineering firm Fluor to lead BFS
  • Project advancing toward financing and development
  • Large-scale resource and reserve base confirmed

Facts used in scoring: 4

Classification and evidence

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: The document provides detailed breakdown of Measured, Indicated, Proven, and Probable resource/reserve categories for Donlin Gold.

Evidence · text

“Donlin Gold possesses Measured Resources of approximately 9 Mt grading 2.67 g/t”

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: The resource estimate is explicitly stated to be prepared in accordance with NI 43-101.

Evidence · text

“Mineral Reserve and Resources have been estimated in accordance with NI 43-101”

Extracted facts

Stored fact records: 4. Some facts used in scoring do not have a stored record.

Resource Estimates (4)

measuredDonlin Gold · goldTonnes: 9000000Grade: 2.67Grade Unit: g/tView all details
Link to this fact

Identity

Project
Donlin Gold
Commodity
gold
Region
usa_ak
Reported Region
Alaska
Ticker
NG

Resource scope

Estimate type
resource
Effective date
2025-11-30T00:00:00.000Z
Reporting standards
ni_43_101, sec_sk1300
Resource group id
resource:4d31efa067787c2058a6
Deposit or zone
Donlin Gold
Mining method
open_pit
Resource basis
gross

Resource Data

Category
measured
Tonnes
9000000
Grade
2.67
Grade Unit
g/t

Prior Estimate

Resource Date
2025-11-30

Review

Needs Review
No
Historical
No

Dates

Event date
2026-02-09T00:00:00.000Z

Reasoning: Measured resource component of the Donlin Gold project.

Positive factors

  • High grade for measured category

Evidence · text

“Donlin Gold possesses Measured Resources of approximately 9 Mt grading 2.67 g/t”

Tags used in scoring

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: category is "measured"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

indicatedDonlin Gold · goldTonnes: 551000000Grade: 2.21Grade Unit: g/tView all details
Link to this fact

Identity

Project
Donlin Gold
Commodity
gold
Region
usa_ak
Reported Region
Alaska
Ticker
NG

Resource scope

Estimate type
resource
Effective date
2025-11-30T00:00:00.000Z
Reporting standards
ni_43_101, sec_sk1300
Resource group id
resource:7da62f083f6f7dfc498d
Deposit or zone
Donlin Gold
Mining method
open_pit
Resource basis
gross

Resource Data

Category
indicated
Tonnes
551000000
Grade
2.21
Grade Unit
g/t

Prior Estimate

Resource Date
2025-11-30

Review

Needs Review
No
Historical
No

Dates

Event date
2026-02-09T00:00:00.000Z

Reasoning: Indicated resource component of the Donlin Gold project.

Positive factors

  • Large tonnage indicated resource

Evidence · text

“Indicated Resources of approximately 551 Mt grading 2.21 g/t”

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

provenDonlin Gold · goldTonnes: 9000000Grade: 2.29Grade Unit: g/tView all details
Link to this fact

Identity

Project
Donlin Gold
Commodity
gold
Region
usa_ak
Reported Region
Alaska
Ticker
NG

Resource scope

Estimate type
reserve
Effective date
2025-11-30T00:00:00.000Z
Reporting standards
ni_43_101, sec_sk1300
Resource group id
resource:03b739a357069d5c4d2e
Deposit or zone
Donlin Gold
Mining method
open_pit
Resource basis
gross

Resource Data

Category
proven
Tonnes
9000000
Grade
2.29
Grade Unit
g/t

Prior Estimate

Resource Date
2025-11-30

Review

Needs Review
No
Historical
No

Dates

Event date
2026-02-09T00:00:00.000Z

Reasoning: Proven reserve component of the Donlin Gold project.

Positive factors

  • Proven reserve status

Evidence · text

“Donlin Gold possesses Proven Reserves of approximately 9 Mt grading 2.29 g/t”

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

probableDonlin Gold · goldTonnes: 495000000Grade: 2.02Grade Unit: g/tView all details
Link to this fact

Identity

Project
Donlin Gold
Commodity
gold
Region
usa_ak
Reported Region
Alaska
Ticker
NG

Resource scope

Estimate type
reserve
Effective date
2025-11-30T00:00:00.000Z
Reporting standards
ni_43_101, sec_sk1300
Resource group id
resource:62f9ab6d83e14b122dec
Deposit or zone
Donlin Gold
Mining method
open_pit
Resource basis
gross

Resource Data

Category
probable
Tonnes
495000000
Grade
2.02
Grade Unit
g/t

Prior Estimate

Resource Date
2025-11-30

Review

Needs Review
No
Historical
No

Dates

Event date
2026-02-09T00:00:00.000Z

Reasoning: Probable reserve component of the Donlin Gold project.

Positive factors

  • Large tonnage probable reserve

Evidence · text

“Probable Reserves of approximately 495 Mt grading 2.02 g/t”

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

How Atlas produces this analysis

Minestarters Atlas uses automated extraction to summarize mining announcements, identify reported measurements, and classify supporting evidence. Sentiment reflects the extracted narrative and classification rules; it is an interpretation, not a reported measurement. Evidence quotes and context are provided where available. Missing data, low-confidence results, and review flags indicate limitations. Check the original publisher announcement before relying on an interpretation.