Uranium

The world's top uranium miner lifts production on the Budenovskoye ramp while holding nominal output ~10% below earlier plans

Spot prices stall on muted utility buying even as mine restarts slip and the long-term reactor-fuel gap widens

DOE task orders to Centrus, General Matter and Orano, plus Urenco's New Mexico expansion, aim to replace Russian LEU before the 2028 waiver cliff