The Weekly Uranium Brief — 2026-07-03
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Spot price
$85.16/lb U₃O₈ (+0.2% on the week) — as of 2026-07-03T21:51:00.000Z, source: uranium.io oracle (RedStone). Live chart →
SPUT (Sprott Physical Uranium Trust)
3.45 Mlb added this week; holdings 81.45 Mlb; trading at −6.4% discount to NAV (as of 2026-07-03). SPUT dashboard →
Movers (week)
- BQSSF (Boss Energy Ltd): +11.4%
- PENMF (Peninsula Energy Ltd): +4.6%
- DNN (Denison Mines Corp): +3.2%
- CCJ (Cameco Corporation): −7.6%
- ALGEF (Alligator Energy Ltd): −8.9%
- WSTRF (Western Uranium & Vanadium Corp): −11.3%
Notable filings
- CCJ 6-K (2026-07-02) — Summary generation failed - please review the original document (filing)
- DNN 6-K (2026-07-02) — Summary generation failed - please review the original document (filing)
- NXE 6-K (2026-07-01) — NexGen Energy Ltd. filed a Form 6-K with the SEC for the month of June 2026 (filing)
- CCJ 6-K (2026-06-26) — Cameco Corporation filed a Form 6-K with the SEC on June 26, 2026 (filing)
- UUUU 8-K (2026-06-26) — Energy Fuels entered into a definitive Merger Agreement on June 23, 2026 to acquire VAC Group B.V. (Ara VAC) for a total consideration of approximately $718M in cash plus ~65.85 million common shares, with potential preferred shares up to $135M in value if share price falls below the $20.93 reference price. (filing)
- UROY 6-K (2026-06-26) — Uranium Royalty Corp. (UROY) filed a 6-K with the SEC on June 26, 2026, reporting a news release (filing)
Every figure above carries its source; methodology at www.yellowcakeanalytics.com/methodology. Informational only — not investment advice.