Uranium Energy Corp.
Energy · Oil, Gas & Consumable Fuels
Structural: only pure-play US uranium producer with permitted ISR capacity at scale - Hobson (TX) + Christensen Ranch/Irigaray (WY) hubs restarting into a re-contracting cycle as utilities scramble for non-Russian/non-Kazakh supply post-Prohibiting Russian Uranium Imports Act.
36M lbs) as price-leverage. Sells into DOE Strategic Uranium Reserve. Levered to SMR + reactor-restart demand wave ($OKLO, $SMR, $NNE, Palisades, Three Mile Island).
US supply scarcity premium (only listed pure-play ISR producer); ISR opex 30-40% below conventional mining; permitted Wyoming hub already producing yellowcake H2 2025; spot uranium $75-85/lb vs $55/lb incentive level; utility re-contracting cycle 2026-2030 with 100M+ lbs uncovered demand; optionality on physical inventory mark-to-market; $CCJ + $KAP discipline holds floor.
pre-revenue / near-zero cash flow until Wyoming ramps; spot price beta - every $10/lb drop compresses NPV materially; equity-funded growth dilutes (share count up ~40% over 3yr); execution risk on ISR ramp + Roughrider development; sector sentiment whippy on Kazatomprom supply guidance; no LT contracts disclosed at premium pricing yet.
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