Uranium mining: company screen and market outlook?

We have screened c20 uranium miners, assessing each company’s production, reserves, asset base, size and recent news flow. 10 of the companies are publicly listed, while the remainder are private or state-owned.

Our market outlook is that firm uranium supply may be running 25% short of the level required on our roadmap to net zero.

Headline supply-demand forecasts are also presented in the data-file, along with notes and CO2 intensity calculations for the sector.