Yellowcake Analytics Dashboard
Real-time tracking of uranium prices, mining stocks, and SEC filings
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U₃O₈ Spot Price History
Uranium Miners
Uranium Resources Analysis
Data from SEC filings and NI 43-101 reports (million lbs U₃O₈)
| Company | Measured | Indicated | Inferred | Total | Cost / lb | Resource Life | Source |
|---|---|---|---|---|---|---|---|
CCJNYSE Cameco Corporation | 0 Klbs | 404.0 Mlbs | 151.9 Mlbs | 555.9 Mlbs | $16.96/lbcash | 22 yrs | Cameco Corporation 2025 Annual Report on Form 40-F |
UECNYSE American Uranium Energy Corp | 27.5 Mlbs | 202.5 Mlbs | 100.0 Mlbs | 330.0 Mlbs | $32.40/lbcash | 58 yrs | Uranium Energy Corp Form 10-K for fiscal year ended 2025-07-31 |
UUUUNYSE American Energy Fuels Inc | 2.0 Mlbs | 42.1 Mlbs | 22.7 Mlbs | 66.8 Mlbs | $23.00/lbcash | 18 yrs | Energy Fuels Inc Form 10-K for fiscal year ended 2025-12-31 |
DNNNYSE Denison Mines Corp | 30.9 Mlbs | 101.6 Mlbs | 2.2 Mlbs | 134.7 Mlbs | $16.04/lbFS | 15 yrs | NI 43-101 Technical Report on the Wheeler River Project |
NXENYSE NexGen Energy Ltd | 209.6 Mlbs | 47.1 Mlbs | 80.7 Mlbs | 337.4 Mlbs | $9.98/lbFS | 9 yrs | Arrow Deposit, Rook I Project — NI 43-101 Technical Report on Feasibility Study |
URGNYSE American Ur-Energy Inc | 16.2 Mlbs | 4.8 Mlbs | 10.4 Mlbs | 31.4 Mlbs | $40.20/lbcash | 10 yrs | Ur-Energy Inc Form 10-K for fiscal year ended 2025-12-31 |
PDNASX Paladin Energy Ltd | 131.1 Mlbs | 303.8 Mlbs | 104.4 Mlbs | 539.3 Mlbs | $43.30/lbcash | 72 yrs | Paladin Energy Ltd Annual Report 2025 |
BOEASX Boss Energy Ltd | 6.5 Mlbs | 25.4 Mlbs | 38.5 Mlbs | 70.4 Mlbs | $41.00/lb | 10 yrs | Boss Energy Ltd Annual Report 2025 |
EUNASDAQ enCore Energy Corp | 19.8 Mlbs | 11.2 Mlbs | 20.5 Mlbs | 51.5 Mlbs | $38.46/lbcash | 10 yrs | enCore Energy Corp Form 10-K for fiscal year ended 2025-12-31 |
GLOTSX Global Atomic Corporation | 0 Klbs | 109.3 Mlbs | 51.4 Mlbs | 160.7 Mlbs | $35.70/lbFS | 38 yrs | Dasa Uranium Project Feasibility Study — NI 43-101 Technical Report (amended Jan 13, 2026) |
ISOUNYSE American IsoEnergy Ltd | 0 Klbs | 48.6 Mlbs | 2.7 Mlbs | 51.3 Mlbs | N/A | N/A | Technical Report on the Larocque East Project — NI 43-101 |
BMNASX Bannerman Energy Ltd | 13.3 Mlbs | 136.4 Mlbs | 57.1 Mlbs | 206.8 Mlbs | $39.09/lbFS | 25 yrs | Bannerman Energy Annual Report for the Year Ended 30 June 2025 |
LOTASX Lotus Resources Ltd | 4.2 Mlbs | 90.0 Mlbs | 70.6 Mlbs | 164.8 Mlbs | $44.80/lbFS | 39 yrs | Lotus Resources 2025 Annual Report — Annual Statement of Ore Reserves and Mineral Resources |
KAPLSE Kazatomprom JSC | 0 Klbs | 1233.3 Mlbs | 0 Klbs | 1233.3 Mlbs | $38.45/lb | 46 yrs | Kazatomprom 2025 Integrated Annual Report |
PENASX Peninsula Energy Ltd | 3.8 Mlbs | 12.4 Mlbs | 41.7 Mlbs | 57.9 Mlbs | $42.46/lbFS | 8 yrs | Peninsula Energy Annual Report for the Year Ended 30 June 2025 |
DYLASX Deep Yellow Ltd | 82.0 Mlbs | 168.8 Mlbs | 177.5 Mlbs | 428.3 Mlbs | $44.50/lbFS | 36 yrs | Deep Yellow Limited 2025 Annual Report |
AGEASX Alligator Energy Ltd | 0 Klbs | 14.2 Mlbs | 15.8 Mlbs | 30.0 Mlbs | $33.31/lbFS | 12 yrs | Alligator Energy ASX Announcement: Samphire Mineral Resource Grows 67% to 30 Mlbs U3O8 |
Primary Data Sources:
Resource Classification Standards: NI 43-101 / CIM (Canada/TSX) | JORC 2012 (Australia/ASX) | SEC S-K 1300 (US/SEC)
- Total resources
- Measured + Indicated + Inferred mineral resources (Mlbs U₃O₈), exclusive of reserves: Proven & Probable reserves are a distinct category and are not included.
- Resource life
- (Measured + Indicated) ÷ annual nameplate production capacity. Excludes inferred material and reserves; shows N/A when capacity is not established.
- Cost basis
- AISC where disclosed, C1 cash cost otherwise (marked "cash"), from company guidance or feasibility-study estimates.
- Extraction and freshness
- Figures are machine-extracted from company filings (LLM-assisted) and periodically re-checked; every row links its source document, and an amber stale tag marks figures older than 14 months. Latest row update: 2026-08-31.
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 currently represents about 0.24 lbs of U3O8 (holdings divided by units outstanding; the ratio drifts as new units are issued).
Expense
0.71%
AUM
$7.4B
Holdings
Physical U3O8
Largest uranium equity ETF. Holds uranium miners, explorers, and nuclear fuel companies. Top holdings include Cameco, the Sprott Physical Uranium Trust, and NexGen.
Expense
0.69%
AUM
$6.5B
Holdings
57 holdings
Pure-play uranium miners ETF with higher concentration than URA, tracking the VettaFi Global Uranium Mining Index. The Sprott Physical Uranium Trust is its largest holding (~13% of the fund).
Expense
0.75%
AUM
$2.2B
Holdings
25 miners + physical trust
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). Multiple purchase tranches planned in 2026.
Kazakhstan's national uranium company to release 2026 production outlook. Kazatomprom has repeatedly missed production targets due to sulfuric acid shortages and wellfield development delays. Any shortfalls from the world's largest producer (43% of global supply) would further tighten the market.
Continued restart program for Japanese nuclear fleet. Each reactor restart adds ~400-500 tonnes/year of uranium demand. Japan has 12 reactors operating as of early 2026, with additional restarts expected.
Federal environmental assessment decision expected for NexGen's flagship Arrow deposit, one of the world's largest undeveloped high-grade uranium deposits (291 Mlbs indicated + inferred). Approval would enable construction of a mine that could produce 30 Mlbs/year.
Cameco continues ramping up production at its tier-1 Saskatchewan operations. Cigar Lake targeting 18 Mlbs/year and McArthur River/Key Lake targeting 15 Mlbs/year. Progress vs. targets will impact spot market supply expectations.
Uranium Futures
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.