Curator page

Where uranium, nuclear power and the money meet.

Last checked: November 6, 2026

Uranium is priced by the pound, mined by a handful of companies, held in bulk by one large fund, and burned by a reactor fleet that is building again. The links below cover all four sides — the price indicators, the miner and fund reporting, the official production and marketing data, and the capacity and demand research that frames the next decade.

Included as a link of interest; no relationship with Prime Domain Capital is implied. Nothing on this page suggests that any person or publication listed endorses this domain or has any connection with Prime Domain Capital. Links open on the publisher's own site.

Prices and market data

Axis Intelligence — Uranium Price 2026: Spot, Term & What Utilities Pay

Month-end spot and term prices from Cameco's industry-average series, with the gap between market prices and what US utilities actually paid.

FNArena — Uranium Week: U3O8 Momentum Up Sharply

Weekly TradeTech spot and term price movements, transaction counts, and producer news, updated through the end of October 2026.

Benchmark Mineral Intelligence — Benchmark Launches Uranium Price Assessments

Benchmark's November 2026 launch of spot and long-term U3O8 price assessments, with its first published readings.

Miners, funds and companies

Sprott Physical Uranium Trust — Investor Presentation, Q2 2026

Sprott's own presentation of the trust's holdings, net asset value, and history since its July 2021 launch.

Zacks — Cameco Stock After Q3 2026 Earnings

Summary of Cameco's third-quarter 2026 results, production cut, and revised 2026 guidance after the Key Lake maintenance shutdown.

Motley Fool — Cameco Q3 2026 Earnings Call Transcript

Full transcript of Cameco's October 30, 2026 earnings call, including production, deliveries, and realized-price detail.

Kazatomprom — 2025 Full Year Financial Results

The world's largest uranium producer's own results release, with 2025 production and 2026 guidance in tonnes and pounds.

Carbon Credits — NexGen Energy Begins Construction of Rook I

Account of the Rook I build, the Arrow deposit's reserves and grade, and the feasibility study's economics.

World Nuclear News — Cameco, Kazatomprom Release 2025 Production Figures

Side-by-side 2025 production figures and 2026 guidance for the world's two largest uranium producers.

Official production and marketing data

US Energy Information Administration — Domestic Uranium Production Report

Annual EIA survey of US uranium mine and concentrate production, spending, drilling, and employment.

US Energy Information Administration — Uranium Marketing Annual Report

EIA's annual survey of what US reactor owners bought, from whom, and at what weighted-average price.

Nuclear capacity and demand research

International Energy Agency — Technology: Nuclear, Global Energy Review 2026

The IEA's 2025 nuclear review: capacity in operation, retirements, construction starts, and capacity under construction by country.

Aranca Research — Uranium's Structural Supply Gap

August 2026 research deck built on the World Nuclear Association's World Nuclear Fuel Report 2025, with demand, supply, and cumulative-deficit figures.

uraniumfinance.com — $15,000

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