Crux Investor Research's Inaugural Uranium Report Is Now Live

In our inaugural Crux Investor Research Report on the Uranium Market, we set out to examine the uranium sector from first principles — not as a single commodity price story, but as an interconnected system shaped by reactor demand, contracting behaviour, fuel-cycle infrastructure, and geopolitics. Rather than starting with conclusions, we walk through how uranium actually moves from mine to reactor, where legacy assumptions no longer apply, and why constraints in conversion, enrichment, and fabrication now matter as much as primary supply. Our goal is simple: to make the market legible to serious investors navigating a rapidly changing energy and security landscape.

We structured the report as an institutional-grade reference, focused on mechanics over narrative. Each chapter builds methodically, examining how demand is formed, how supply clears in practice, where timing mismatches arise, and how policy and jurisdiction increasingly shape outcomes. We deliberately avoid forecasts and promotional framing. Instead, we provide a durable analytical framework that allows readers to draw their own conclusions about risk, resilience, and optionality across the uranium complex — and to reassess the sector with clarity rather than conviction.