Yellowcake Analytics Dashboard
Uranium spot, mining stocks, ETFs and SEC filings. Every figure labelled real, estimated or modeled.
New to uranium? Read what is yellowcake, then see the ways to get exposure and what to read first.
U₃O₈ Spot Price History
Uranium Miners
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 the uranium spot price. One trust, two listings: U.UN on the TSX (C$) and SRUUF over the counter in the US (US$). 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
$4.99B
Holdings
60 holdings
Pure-play uranium miners ETF with higher concentration than URA, tracking the VettaFi Global Uranium Mining Index. Cameco is the largest holding, with the Sprott Physical Uranium Trust second as a physical-uranium sleeve.
Expense
0.75%
AUM
$1.86B
Holdings
25 holdings incl. physical trust
Key Catalysts & Upcoming Events
Events that could move the uranium market
COP31 runs November 9 to 20, 2026 in Antalya, Türkiye, with Türkiye as COP President and Australia as President of Negotiations under the deal struck at COP30. Follow-up to the COP28 declaration to triple nuclear capacity by 2050: the nuclear-industry programme clusters on November 12 and 13 (Declaration to Triple Nuclear Energy event, World Atomic Days) with a UNFCCC side event on November 19. No official UNFCCC agenda item on nuclear has been published.
Ur-Energy's Form 8-K of October 28, 2026 says CFO Roger Smith will retire 'effective on December 1, 2026' and that Jade Walle becomes Chief Financial Officer on his retirement, with compensation terms to be set in a later amendment.
Energy Fuels' October 13, 2026 Form 8-K describes the Donald rare earth and mineral sands project in Australia as feedstock for the White Mesa Mill 'subject to a FID, which is now targeted for Q4 2026'. A positive decision would commit the project's heavy rare earth feed to the Mill; a delay would push the Mill's heavy REE plans out.
NexGen's August 25, 2026 release on the Patterson Corridor East (PCE) discovery says the company 'is adding a fifth drill rig for the remainder of the 2026 program', with samples 'continuously submitted' to the SRC laboratory and 'results to follow'. Further high-grade intercepts would extend the resource case beyond Arrow.
enCore's Q2 2026 10-Q says the first operational wellfield at Rosita's Production Authorization Area One is complete and 'currently awaiting final authorization for operation', and that 'Modules 2, 3 and 4 are expected to be completed before the end of the year'. Extraction 'can begin as soon as the final authorization is received'.
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.
The weekly uranium brief
Spot moves, SPUT flows, filings, and contract news, once a week. Plus a free daily CSV of our uranium equity screener snapshot.
Data sources & methodology
Equity Prices: Market quotes from the configured providers, refreshed every few minutes during the trading day; company pages chart end-of-day closes (EODHD). Market caps are 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.