The Market Wrap.
The sector tape — Uranium · Fri, Nov 6
Uranium fut. 91.85 SPUT 18.52 +0.38% URA 32.34 +4.39% URNM 41.28 +3.02% Cameco 71.3 +4.35% Kazatomprom 60.9 +1.50% NexGen 8.25 +4.04% UEC 6.92 +6.79% Paladin 7.46 -0.00% Centrus 104.6 +17.49% Constellation 249.95 +4.30% Oklo 23.55 +22.66% NuScale 5.08 +16.25% BWXT 119.52 +3.97%

Uranium & Nuclear Energy Corner

Monday, October 26, 2026 · The Market Wrap

Uranium & Nuclear Energy Corner

Monday, 2026-10-26 · covering the last 72h

Upstream — mining & supply

A quiet weekend and Monday for the producers: no fresh production or guidance updates, no restarts or disruptions, no resource updates or M&A, and nothing new out of Kazakhstan, Namibia, Niger, Canada or Australia on the supply-policy front.

Midstream — conversion, enrichment & fuel

Conversion, enrichment, HALEU and fabrication stayed still over the same stretch, and there was no fresh movement on the Russian-import-ban file.

Nuclear energy — reactors, industry & demand

The reactor and demand side was quiet too — nothing new on order books, SMR programs, utility operations, hyperscaler power deals or government financing beyond what recent editions have already covered.

The Chatter

A quiet window on the commentary circuit as well: nothing freshly posted from the usual uranium and nuclear-energy voices beyond arguments already credited in recent editions.

Informational only — summaries of public sources and third-party commentary; not investment advice.

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