Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Enrichment & HALEUII · Uranium conversion & deconversionIII · Uranium supply & miningIV · Fuel fabrication & TRISOV · Large forgings & heavy componentsVI · Zirconium & specialty metalsVII · SMR & advanced reactor platformsVIII · Restarts, uprates & nuclear utilitiesIX · Instrumentation, controls & outage servicesX · Private giants & exposure vehicles
July 2026
- 31mediumEarningsCCJCameco Q2 2026 resultsCameco's fuel-services segment publishes the cleanest public read on Western UF6 conversion spot and long-term prices and Port Hope production progress.
August 2026
- 03mediumEarningsBWXTBWX Technologies Q2 2026 resultsReads any HALEU deconversion task-order activity at Nuclear Fuel Services, the strongest balance sheet on the deconversion bench of this chokepoint.
September 2026
- 02mediumEarningsSOLSSolstice Advanced Materials Q2 2026 resultsFirst read on Metropolis Works 2026 UF6 ramp toward >10,000 tU, the $2B backlog, and any Metropolis 2.0 expansion decision from the only US converter.
- 09lowConferenceWorld Nuclear Symposium 2026, London (Sept 9-11)The premier fuel-cycle forum where conversion supply-demand and the ConverDyn / Metropolis 2.0 and UEC UR&C capacity-build narratives get updated to the market.