Yellowcake Analytics Dashboard
Real-time tracking of uranium prices, mining stocks, and SEC filings
U₃O₈ Spot Price History
Uranium Miners
Top Movers today
View all →Uranium Futures
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.
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Data Sources & Methodology
Equity Prices: Real-time market data from multiple providers, refreshed throughout the trading day; market caps computed from primary-listing shares outstanding and live FX.
Uranium Spot Price: Live price from an independent, published on-chain feed, cross-checked against a NAV-implied estimate from a publicly-traded physical uranium trust. When the live feed is unavailable, the NAV-implied estimate is shown instead and labeled estimated. Historical charts show the Yellowcake Composite — the live published print where it exists, our own blend estimate back to 2007, and an official public monthly series before that. See the Spot Price page for full methodology.
Futures: Modeled — illustrative, not market data. A forward curve generated from the spot estimate; not real CME UX settlements, and labeled as modeled wherever it appears.
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 reference data and IAEA PRIS; projections are modeled (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 the Methodology page for complete source documentation.