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Cameco
Cameco (CCJ) investor relations material
Cameco 35th BMO Global Metals, Mining & Critical Minerals Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.35th BMO Global Metals, Mining & Critical Minerals Conference summary23 Feb, 2026
Market dynamics and demand outlook
Uranium has no substitute and is procured by utilities well in advance, making the spot market largely irrelevant for real demand.
The uncovered requirements wedge, representing uncontracted future demand, is at its largest ever, signaling significant upcoming long-term contracting needs.
Utilities have consistently contracted below replacement rate since 2012, drawing down inventories and increasing future uncovered demand.
Supply estimates are overstated due to capacity not running at full potential, disruptions, and delays, while demand is understated, creating a bullish outlook for prices.
Current uranium prices are historically high even before replacement rate demand returns, with market-related contracts indicating three-digit pricing.
Pricing trends and contracting behavior
Utilities are signing contracts with floors in the mid-$70s and ceilings above $150, with midpoints near $120, reflecting expectations of a supply-demand gap.
The market is moving away from lower price points, and higher prices are needed to incentivize new supply and investment.
Utilities often delay contracting, believing they can avoid peak prices, but recent government initiatives and rumors of large sovereign contracts have accelerated activity.
2026 has started with strong uranium contracting activity, pushing term prices and contract floors and ceilings higher.
Strategic projects and supply chain developments
A binding term sheet with the U.S. government aims to support construction of 10 large nuclear plants by 2030, with procurement of long lead items already underway.
Key long lead items include reactor pressure vessels, steam generators, coolant pumps, control modules, and fuel, with plans to order for 8–10 reactors simultaneously.
The project has created urgency among utilities globally to secure supply chain positions, driving a contagion effect in AP1000 reactor adoption.
Reconcile $90 long-term price with market-related contracts
MOU's impact on fuel as a long-lead item
Conversion: Required contract tenor for Springfield restart
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Next Cameco earnings date
Q1 202630 Apr, 2026
Cameco
Next Cameco earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Cameco Corporation produces and sells uranium. The Company has long-term contracts to sell uranium concentrate in Kazakhstan, the United States and internationally. Its segments include McArthur River/Key Lake, which is located in the province of Saskatchewan in north central Canada; Rabbit Lake, which is located in east-central Saskatchewan; Inkai, which is located in eastern Kazakhstan; and Zaporozhye, which is located on the east coast of Ukraine. The McArthur River/Key Lake segment consists of the operations at Key Lake mine and mill, which is approximately 70 kilometers northeast of Saskatoon, Saskatchewan and includes a uranium ore processing facility. Cameco Corporation is based in Saskatoon, Canada.
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