Reports / Top Uranium Miners for the AI-Nuclear Era — 2027 Outlook
Top Uranium Miners for the AI-Nuclear Era — 2027 Outlook
The producers and developers positioned to supply the AI-driven demand wave, ranked by the data: capacity, resources, cost, and valuation.
Auto-generated from live Yellowcake datasets · data as of 2026-07-17 · informational only — not investment advice.
Why 2027
Announced nuclear-for-datacenter deals now total 33.6 GW (8.8 GW firm), a modeled ≈ 14.9 Mlb U₃O₈/yr of new uranium demand as they come online — on top of a market already contracting below replacement rate. The pounds have to come from somewhere: the producers and developers below, ranked by the data.
Producers, ranked by production capacity
Estimated| # | Company | Capacity (Mlb/yr) | Resources (Mlb) | AISC ($/lb) | EV/lb ($) |
|---|---|---|---|---|---|
| 1 | Kazatomprom JSC (NATKY) | 27 | 1,233.3 | $29.53 | $0.19 |
| 2 | Cameco Corporation (CCJ) | 18 | 555.9 | $34.5 | $4.85 |
| 3 | Paladin Energy Ltd (PALAF) | 6 | 230.9 | $35 | $5.2 |
Top 3 of 8 shown — the full producer + developer rankings are free for subscribers.
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Yellowcake Analytics. "Top Uranium Miners for the AI-Nuclear Era — 2027 Outlook." Yellowcake Analytics, 2026, https://www.yellowcakeanalytics.com/reports/uranium-miners-2027.
<a href="https://www.yellowcakeanalytics.com/reports/uranium-miners-2027">Top Uranium Miners for the AI-Nuclear Era — 2027 Outlook</a> — Yellowcake Analytics (www.yellowcakeanalytics.com)