The Market Wrap.
The sector tape — Uranium · Fri, Nov 6
Uranium fut. 91.85 SPUT 18.52 +0.38% URA 32.34 +4.39% URNM 41.28 +3.02% Cameco 71.3 +4.35% Kazatomprom 60.9 +1.50% NexGen 8.25 +4.04% UEC 6.92 +6.79% Paladin 7.46 -0.00% Centrus 104.6 +17.49% Constellation 249.95 +4.30% Oklo 23.55 +22.66% NuScale 5.08 +16.25% BWXT 119.52 +3.97%

Uranium & Nuclear Energy Corner

Thursday, October 29, 2026 · The Market Wrap

Uranium & Nuclear Energy Corner

Thursday, 2026-10-29 · covering the last 24h

Upstream — mining & supply

Boss Energy's Honeymoon output holds flat through a wet September quarter. The ASX-listed producer's quarter ended 30 September drummed 359,000lb of U3O8 at its South Australian in-situ recovery mine, roughly even with the prior quarter after 19 days of production were lost to rainfall; ion-exchange recovery fell 9.2% to 337,000lb. Boss sold about 301,000lb at an average realised price of A$117/lb, up 9%, for A$35.2m of revenue, and guided the December quarter to broadly similar output as wider-spaced wellfields trade some tenor for flow. Investing.com

Midstream — conversion, enrichment & fuel

BWXT signs a second multi-year TRISO buyer in Antares Nuclear. The fuel fabricator will supply Antares' microreactor programme from an initial allocation of one metric tonne of uranium, running through the end of the decade, off the same Lynchburg, Virginia line that already fuelled Antares' Mark-0 unit and the Pentagon's Project Pele microreactor — not yet reported in this Corner. It is Antares' second TRISO fabrication deal after an August agreement with Standard Nuclear covering up to eight metric tonnes through 2035. Power Magazine

Nuclear energy — reactors, industry & demand

NuScale and Doosan Enerbility sign up to build the first pressure-vessel module. Doosan will manufacture the upper reactor pressure vessel for NuScale's 77MWe power module at its Changwon, South Korea facility; neither company disclosed a contract value or named a customer, and NuScale still has no binding module order despite its NRC design approval. Korea Herald

Hyundai Engineering signs separate MOUs with two US advanced-reactor developers. The Seoul-based builder agreed non-binding frameworks with NANO Nuclear Energy, covering engineering, construction-management and supply-chain support for the KRONOS MMR project at the University of Illinois Urbana-Champaign, and with ARC Clean Technology on its sodium-cooled fast-reactor SMR — neither commits Hyundai to a work package, funding or construction — not yet reported in this Corner. NANO Nuclear Energy (newswire) · The Korea Herald (ARC)

The Chatter

A quiet pass for the commentary circuit into Thursday: no fresh argument surfaced from Trader Ferg, The Oregon Group, Uranium Insider or Sprott's own insights, and FNArena's Uranium Week column hasn't posted a new edition since Tuesday's, credited in this Corner at the time.

Informational only — summaries of public sources and third-party commentary; not investment advice.

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