Uranium import monitor
Customs records are the only free, transaction-derived signal in uranium. This monitor tracks the EU's monthly imports across the fuel chain — ores & concentrates (HS 2612.10), natural uranium (2844.10), and enriched uranium (2844.20) — including the flow the market watches most: Russian enriched uranium into the EU, €528M over the trailing 12 months. US customs (waiver-cap tracking) is next.
EU imports of enriched uranium from Russia
RealMonthly customs value (€M, bars) and unit value (€/kg, line) for HS 2844.20. Customs records — transaction-derived, ~1-month lag.
Natural uranium (HS 2844.10) — EU origin mix, trailing 12M
Real| Origin | Value (€M, 12M) | Tonnes (12M) | Share |
|---|---|---|---|
| Canada | 810.4 | 8242 | 38% |
| France (incl. Saint Barthélemy 'BL' -> 2012; incl. French Guiana 'GF', Guadeloupe 'GP', Martinique 'MQ', Réunion 'RE' from 1997; incl. Mayotte 'YT' from 2014) | 384.9 | 2787 | 18% |
| United States (incl. Navassa Island (part of 'UM') from 1995 -> 2000) | 297.8 | 1891 | 14% |
| Netherlands | 264.1 | 1932 | 12% |
| Kazakhstan | 250.4 | 2979 | 12% |
| Uzbekistan | 124.5 | 1975 | 6% |
Uranium ores & concentrates (HS 2612.10) — EU origin mix, trailing 12M
Real| Origin | Value (€M, 12M) | Tonnes (12M) | Share |
|---|---|---|---|
| Germany (incl. German Democratic Republic 'DD' from 1991) | 0.1 | 5 | 62% |
| Netherlands | 0.0 | 9 | 17% |
| Uzbekistan | 0.0 | 1 | 8% |
| Italy (incl. San Marino 'SM' -> 1993) | 0.0 | 0 | 7% |
| Namibia | 0.0 | 0 | 3% |
| China | 0.0 | 0 | 3% |
Methodology
Source: Eurostat Comext (EU customs), dataset DS-045409 (EU27 as reporter, monthly, ~1-month publication lag). Values are declared customs value in euros; quantities are declared net mass. Unit values (€/kg) are value ÷ quantity per month — derived from real transactions, but note they blend contract vintages and enrichment levels, so they are a signal, not a spot price. Figures are banked append-only on capture; Eurostat revisions do not overwrite our history. Nothing here uses paywalled price-agency indicators. See full methodology.
Cite this page
Using our data in an article or report? Please credit Yellowcake Analytics with a link.
Yellowcake Analytics. "Uranium Import Monitor (EU Customs)." Yellowcake Analytics, 2026, https://www.yellowcakeanalytics.com/imports.
<a href="https://www.yellowcakeanalytics.com/imports">Uranium Import Monitor (EU Customs)</a> — Yellowcake Analytics (www.yellowcakeanalytics.com)
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