Yellowcake Analytics Dashboard
Real-time tracking of uranium prices, mining stocks, and SEC filings
U₃O₈ Spot Price History
Uranium Miners
Resources Analysis
SEC Filings
Uranium News Feed
Latest uranium & nuclear industry headlines
Uranium ETFs & Funds
Investment vehicles for uranium exposure
Holds physical uranium oxide (U3O8). Most direct exposure to uranium spot price. Each unit represents ~0.4 lbs of U3O8.
Expense
0.45%
AUM
$6.5B
Holdings
Physical U3O8
Largest uranium equity ETF. Holds uranium miners, explorers, and nuclear fuel companies. Top holdings include Cameco, NexGen, and Kazatomprom.
Expense
0.69%
AUM
$3.8B
Holdings
50+ uranium companies
Pure-play uranium miners ETF with higher concentration than URA. Includes Sprott Physical Uranium Trust as top holding.
Expense
0.75%
AUM
$1.5B
Holdings
30+ uranium companies + physical
Key Catalysts & Upcoming Events
Events that could move the uranium market
US DOE expected to continue purchasing domestically-produced uranium for the strategic reserve under the Nuclear Fuel Security Act ($2.72B authorized over 10 years).
Kazakhstan's national uranium company to release 2026 production outlook. Any shortfalls from the world's largest producer (43% of global supply) would tighten supply.
Continued restart program for Japanese nuclear fleet. Each restart adds ~400-500 tonnes/year of uranium demand.
Federal environmental assessment decision expected for NexGen's flagship Arrow deposit, one of the world's largest undeveloped high-grade uranium deposits.
Cameco continues ramping up production at its tier-1 Saskatchewan operations. Progress vs. targets will impact spot market.
Uranium Investment Thesis
Explore the full supply-demand analysis, nuclear pipeline data, bull/bear cases, valuation comparisons, and key catalysts driving the uranium market.
Data Sources & Methodology
Stock Prices: Real-time via Yahoo Finance Chart API, Finnhub, Twelve Data (free tiers). Fallback: simulated data.
Uranium Spot Price: Estimated from Sprott Physical Uranium Trust (SRUUF) price × 4.2 correlation factor (~95% accuracy vs UxC). Official monthly: FRED API (PURANUSDM series).
Futures: Derived from spot price using contango formula: Future Price = Spot × (1 + 0.008 × quarters_to_expiry).
Resources: SEC EDGAR 10-K/20-F filings, NI 43-101 Technical Reports (SEDAR+), JORC Resource Estimates (ASX). Total = Measured + Indicated + Inferred.
Financials: SEC EDGAR quarterly/annual filings. All figures in USD.
Pipeline & Supply/Demand: World Nuclear Association, IAEA PRIS, UxC Consulting. Demand = 170 tonnes U per GWe/year.
Valuations: Calculated — EV/Resource = (MCap+Debt-Cash)/Resources. Operating Margin = OpIncome/Revenue.
This dashboard is for informational purposes only and should not be considered investment advice. See DATA_SOURCES.md for complete source documentation.