The uranium ledger
Nuclear baseload is what a datacenter buys when it wants power that does not stop, and every reactor runs on enriched uranium.
uranium
The price
Nothing collected yet. The price source is verified and named on the shelf below (cameco-uranium-spot), and the line appears the first time the collector writes a point. An empty chart is the correct answer until then.
What happened
Nothing logged in the last 120 days. Export-control announcements and project decisions arrive from the sweep and the register’s own feeds; silence here means none have landed, not that none happened.
This week
No week to compare yet — movers need two stored Fridays, and the record does not hold two for these names.
Exposed companies
| Company | Ticker | Beat | Close | Week |
|---|---|---|---|---|
| Cameco | CCJ | critical-materials | — | — |
| Centrus Energy | LEU | critical-materials | — | — |
| Denison Mines | DNN | critical-materials | — | — |
| Kazatomprom | KAP.L | critical-materials | — | — |
| NexGen Energy | NXE | critical-materials | — | — |
| Paladin Energy | PDN.AX | critical-materials | — | — |
| Sprott Physical Uranium Trust | U-U.TO | critical-materials | — | — |
| Uranium Energy | UEC | critical-materials | — | — |
| Uranium Royalty | UROY | critical-materials | — | — |
9 on the layer · no Friday closes stored yet
A hand list, not a query: a company carries a beat and no material, so which names are actually exposed to uranium is a judgement. Every published miner and refiner is on companies.
What is being collected
series
A dated number. Collected on a cadence; the chart is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| cameco-uranium-spot | uranium ledger price line | — | not yet collected |
| sprott-sput-holdings | uranium ledger — lbs held and NAV, daily | — | not yet collected |
| usgs-mcs | annual supply context on every material page | — | not yet collected |
| globalx-ura-holdings | positioning line on the uranium ledger | — | not yet collected |
| imf-portwatch-chokepoints | chokepoint-stress line (Suez, Panama, Hormuz) behind materials and equipment lead times | — | not yet collected |
event-log
Dated decisions where the event itself is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| asx-announcements | quarterly activity reports and announcements per Australian miner — the announced-vs-producing pipeline one stage deeper | — | not yet collected |
| blm-nepa-register | mine permitting clock | — | lead |
Dated ahead
| Date | Company | Period | Firmness |
|---|---|---|---|
| 2026-09-24 | Uranium Energy UEC | 2026-Q3 | expected |
| 2026-09-24 | Uranium Energy UEC | 2026-Q3 | expected |
| 2026-11-05 | Centrus Energy LEU | 2026-Q3 | expected |