Term-Contract Database
The long-term market is where most uranium is priced — yet it's reported only in fragments. A tracker of announced supply & offtake contracts.
Contracting vs the replacement rate
EstimatedUtilities must sign roughly 150–180 Mlb of long-term contracts per year just to replace expiring coverage (shaded band). Reported volumes have now run below that band 3 years running.
Methodology: the blue bars sum the disclosed volumes in our announced-contract database below — an explicit subset (many deals never disclose volume; undisclosed deals per year are excluded, not estimated). The grey bars are full-year totals as reported in public industry coverage, provenance estimated, reviewed annually. The replacement band is the public WNA/industry range. No paywalled price-agency indicators are used.
Tracked contracts
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Active
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Announced
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Disclosed volume
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| Seller | Buyer | Volume | Delivery | Pricing | Status |
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Curated from company press releases & filings. Most uranium contract prices are undisclosed — we never infer them. An LLM extractor grows this from new filings.
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Yellowcake Analytics. "Uranium Term-Contract Database." Yellowcake Analytics, 2026, https://www.yellowcakeanalytics.com/contracts.
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