The Weekly Uranium Brief — 2026-10-02
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Spot price
$89.77/lb U₃O₈ (+0.2% on the week) — as of 2026-10-02T21:56:30.000Z, source: Independent on-chain feed. Live chart →
SPUT (Sprott Physical Uranium Trust)
0 lb added this week; holdings 81.70 Mlb; trading at −11.7% discount to NAV (as of 2026-10-02). SPUT dashboard →
Movers (week)
- PENMF (Peninsula Energy Ltd): +50.4%
- NATKY (Kazatomprom JSC): 0.0%
- UEC (Uranium Energy Corp): −1.2%
- BQSSF (Boss Energy Ltd): −15.4%
- EU (enCore Energy Corp): −17.7%
- LTSRF (Lotus Resources Ltd): −22.0%
Notable filings
- CCJ 6-K (2026-10-01) — Cameco Corporation filed a 6-K report with the SEC on October 1, 2026, referencing a Press Release dated September 30, 2026 (filing)
- UROY S-1 (2026-10-01) — Summary generation failed - please review the original document (filing)
- UEC 8-K (2026-09-29) — Uranium Energy Corp. (UEC) filed an 8-K on September 29, 2026, announcing financial results for its fiscal year ended July 31, 2026. (filing)
- UEC 10-K (2026-09-29) — UEC produced 229,294 pounds of precipitated uranium and dried U3O8 during Fiscal 2026, with Christensen Ranch Mine (Wyoming) contributing 211,942 lbs and newly commissioned Burke Hollow Mine (Texas) contributing 17,352 lbs in its first three months since April 2026 commissioning (filing)
Every figure above carries its source; methodology at www.yellowcakeanalytics.com/methodology. Informational only — not investment advice.