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 results before market openUpdates the contract book (~230 Mlb), 2026 production guidance, and Westinghouse equity earnings — the cash-flow and term-market read on the producer that anchors this chokepoint.
June 2028
- 30mediumProgramDNNDenison Phoenix ISR targeted first production (mid-2028)Denison targets first production from its Phoenix ISR mine in mid-2028 — Canada's first new uranium-mine construction approval in over 20 years, and a key test of in-situ-recovery economics in the Athabasca Basin.
Past
- 2026-07-01White Mesa heavy rare-earth circuit modifications commence
- 2026-06-30Energy Fuels targets full-year uranium guidance by mid-year