Uranium Miners & Fuel Enrichment

Fuel for the nuclear thesis. Two-way market: SMRs require HALEU fuel, restart fleet requires conventional fuel.

Players

Players: Cameco CCJ, Centrus Energy LEU, Energy Fuels UUUU, Uranium Energy UEC, Denison Mines DNN, NexGen Energy NXE, Ur-Energy URG, Paladin Energy PDN.AX, Sprott Physical Uranium Trust U.UN, Yellow Cake YCA.L, Kazatomprom KAP.L