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
High-impact · next 30 days
- 2026-09-30USGS Critical Minerals List / zirconium supply-chain reassessment cycle
September 2026
- 30highPolicyUSGS Critical Minerals List / zirconium supply-chain reassessment cycleZirconium's treatment on the USGS Critical Minerals List shapes federal supply-chain support for domestic nuclear-grade zirconium; the timing is not a confirmed dated event (placeholder).
Past
- 2026-07-31Cameco Q2 2026 earnings
- 2026-07-30ATI Q2 2026 earnings