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Research for professional desks

Evidence-pinned data, reproducible releases and reviewed change alerts for teams that cover uranium and nuclear professionally. Running as a small pilot with a deeply reviewed coverage set.

Evidence you can inspect

Every reviewed number carries its source passage, publication date, review date and classification (reported actual, company guidance, analyst estimate). The evidence panel on the guidance tracker shows the format: original value, converted value, and the exact disclosure behind both.

See it on the guidance tracker

History that reproduces

Data ships in immutable releases. Ask what we had published on any date and the answer is that release, not a reconstruction. Corrections append new versions with supersession links; an old export re-downloads byte-identical.

Methodology

Data and models you can reuse

Export bundles pin a release: long-form observations with stable entity ids, relationships, evidence index, capacity contributions and a typed change file between releases. The producer inventory bridge ships as an editable workbook with live formulas, release-pinned inputs and a source index sheet.

Alerts that state their consequence

A reviewed alert names what changed, why it matters, which model assumption it touches, and the before and after model outputs with run ids, or an explicit statement that the effect is pending or not quantified. Relevance follows your watched entities and their disclosed relationships, with the match reason shown.

Alert feed (pilot access)

What a pilot seat includes

  • Versioned export bundles: manifest with per-file checksums, entities, relationships, observations, evidence index, capacity contributions, and change files between any two releases. CSV throughout, joinable on stable ids.
  • The producer inventory bridge workbook: opening inventory + production + purchases − deliveries, with release-pinned inputs, editable assumption cells and formulas that recalculate in your spreadsheet engine.
  • The reviewed alert feed and weekly digest, scoped to the companies, assets and programs you watch.
  • Point-in-time history on covered series, with an explicit no-snapshot answer when a date precedes our first release. Licensed price indicators (UxC, TradeTech, NUEXCO) are never redistributed, in any tier.

Coverage starts deliberately small: one deeply reviewed producer and deployment program, expanding toward roughly ten issuers, ten fuel-cycle assets and ten deployment cases as review capacity allows. The free site stays free.

Inspect the formats with synthetic sample data (Example Producer, clearly labeled): sample export bundle and sample producer workbook.

Join the pilot

Access is granted manually while we onboard the first teams. Leave your work email with investor type set to fund, industry or advisor and mention your desk; we reply with scope, pricing and onboarding. Existing newsletter subscribers still need to request pilot access separately.

The weekly uranium brief

Spot moves, SPUT flows, filings, and contract news, once a week. Plus a free daily CSV of our uranium equity screener snapshot.

Free forever. One email a week + a daily data CSV. By subscribing you agree to receive marketing email from Yellowcake Analytics (privacy policy). Unsubscribe anytime.