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
August 2026
- 04mediumEarningsBWXTBWXT Q2 2026 earningsUpdates on TRISO ramp at Lynchburg, naval fuel backlog and microreactor fuel volumes are the cleanest read on the only fabricator with real fuel revenue.
- 06mediumEarningsLEUCentrus Energy (LEU) Q2 2026 earningsProgress on the negotiated $900M Piketon HALEU task order and HALEU output gates feedstock supply for every downstream advanced-fuel fabrication line.
- 13mediumEarningsXEX-Energy (XE) Q2 2026 earningsFirst full quarter as a public company; the TF3 TRISO plant construction percentage and any shift in the first-half-2028 operations target reprice the leading commercial TRISO license.
September 2026
- 09lowConferenceWorld Nuclear Symposium 2026 (London, Sep 9-11)The industry's main venue for HALEU, TRISO and metallic-fuel supply commitments, where fabricators and SMR developers signal whether offtakes are firming or slipping.