The Weekly Uranium Brief — 2026-07-31
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Spot price
$87.66/lb U₃O₈ (+1.8% on the week) — as of 2026-07-31T21:56:00.000Z, source: Independent on-chain feed. Live chart →
SPUT (Sprott Physical Uranium Trust)
250 klb added this week; holdings 81.70 Mlb; trading at −9.9% discount to NAV (as of 2026-07-31). SPUT dashboard →
Movers (week)
- UROY (Uranium Royalty Corp): +14.9%
- UUUU (Energy Fuels Inc): +1.2%
- UEC (Uranium Energy Corp): +0.6%
- ALGEF (Alligator Energy Ltd): −15.6%
- WSTRF (Western Uranium & Vanadium Corp): −18.7%
- LTSRF (Lotus Resources Ltd): −63.2%
Notable filings
- ISENF 6-K (2026-07-30) — IsoEnergy Ltd. filed a 6-K report with the SEC on July 30, 2026, covering the three and six months ended June 30, 2026 (filing)
- UUUU 8-K (2026-07-28) — Energy Fuels Inc. is in the process of acquiring 100% of Vacuumschmelze GmbH & Co. KG (VAC), a significant strategic move beyond uranium into advanced materials/magnetics manufacturing (filing)
- DNN 6-K (2026-07-28) — This is a Form 6-K filing by Denison Mines Corp. (DNN) dated July 28, 2026, submitted to the SEC as a foreign private issuer report. (filing)
- UROY 6-K (2026-07-27) — Uranium Royalty Corp. (UROY) filed a Form 6-K with the SEC on July 27, 2026, reporting a material corporate event (filing)
Every figure above carries its source; methodology at www.yellowcakeanalytics.com/methodology. Informational only — not investment advice.