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
- 30mediumEarningsATIATI Q2 2026 earningsFirst full quarter to reflect the repriced 5-year Cameco zirconium/hafnium agreement, testing whether chokepoint pricing power flows into AA&S margins.
- 31mediumEarningsCCJCameco Q2 2026 earningsUpdates the Westinghouse EBITDA contribution that houses ZIRLO cladding and Western Zirconium, the second US zirconium-metal plant.
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).