The Weekly Uranium Brief — 2026-09-04

Sponsor slot — reach uranium investors here. Contact hello@yellowcakeanalytics.com.

Spot price

$89.91/lb U₃O₈ (+0.5% on the week) — as of 2026-09-02T15:20:40.000Z, source: Independent on-chain feed. Live chart →

SPUT (Sprott Physical Uranium Trust)

0 lb added this week; holdings 81.70 Mlb; trading at −6.3% discount to NAV (as of 2026-09-04). SPUT dashboard →

Movers (week)

• PALAF (Paladin Energy Ltd): +4.7%
• UROY (Uranium Royalty Corp): +4.3%
• NXE (NexGen Energy Ltd): +3.2%
• WSTRF (Western Uranium & Vanadium Corp): −9.1%
• ALGEF (Alligator Energy Ltd): −15.8%
• PENMF (Peninsula Energy Ltd): −27.5%

Full screener →

Notable filings

• UUUU 8-K (2026-08-28) — Summary generation failed - please review the original document (filing)
• NXE 6-K (2026-08-28) — Summary generation failed - please review the original document (filing)

All AI filing summaries →

Every figure above carries its source; methodology at www.yellowcakeanalytics.com/methodology. Informational only — not investment advice.