offtake · non-aligned supply brief

Uranium (U)

nuclear · criticality 8/10 · substitutability: none

MOS Rank

#6

score 21 · conf 71%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —Positive price momentum

Supply concentration

8% of global production is in China + Russia

HHI 2300

China 3% · Russia 5%Non-aligned 92%

Top producers

  • Kazakhstan43%
  • Canada15%
  • Namibia11%
  • Australia8%
  • Uzbekistan7%

Price momentum (90-day, equity-proxy index)

+70.4%

vs 90 days ago. Synthesized from a pure-play equity basket (methodology: z-score-normalized basket index, 0–100 scale).

Non-aligned producers (1 tracked)

AssetOperatorCountryCapacity tpaStatus
McArthur RiverCamecoCA8,000operating

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