About Yellowcake Analytics

Not affiliated with Yellow Cake plc

Yellowcake Analytics is an independent data and research site. It is not affiliated with, endorsed by, or connected to Yellow Cake plc (LSE: YCA), the London-listed company that holds physical uranium. "Yellowcake" is the industry term for uranium oxide concentrate (U₃O₈), the product whose price this site tracks. Yellow Cake plc appears on the site only as one of the physical holding vehicles covered on the physical holdings page.

What the site covers

• The uranium spot price: a published on-chain U₃O₈ print, cross-checked against the spot implied by the Sprott Physical Uranium Trust's NAV, with daily closes back to 2007 and a monthly series to 1992.
• SPUT NAV, premium or discount, holdings and physical demand, and the other physical holding vehicles.
• Uranium miners, nuclear value-chain companies and ETFs, with resources, production, financials and SEC filings read from the primary documents.
• Mines, reactors and fuel-cycle facilities on one map, term contracts, utility coverage, imports and policy.

How figures are sourced and labelled

Every number carries a provenance badge: real for a published figure, estimated for a value derived from a proxy, modeled for an output of the site's own models. Prices come from public feeds and filings; licensed price-reporting data is never republished. The full method, source list and fallback chains are on the methodology page.

Who runs it

Patrick F. Scott, Chief Revenue Officer at DefiLlama. Patrick F. Scott is the Chief Revenue Officer at DefiLlama and an operator of financial-data platforms used by millions. He founded Dynamo DeFi, a digital-asset research publication read by tens of thousands. At Yellowcake Analytics he applies that same provenance-first, data-driven, and transparent approach to uranium and nuclear markets.

Profiles: linkedin.com · x.com · llama-corp.com · substack.com

Corrections and data questions: see the press and contact page. Nothing on this site is investment advice.