UXUranium Futures

CME · USD · future

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Appears in these Strategy Maps

Helion Energy
SubstituteDirection unclearSpeculative4 conn
Uranium oxide (U3O8) pricing that drives nuclear fission fuel costs, with fission representing the primary existing carbon-free baseload alternative that fusion must economically compete against or complement in utility portfolios.
Evidence as of 2026-07-17
TerraPower
Commodity inputPrice could fallInferred21 conn
Spot uranium oxide (U3O8) pricing, the base feedstock enriched into HALEU for TerraPower's Natrium and MCFR reactors.
Evidence as of 2026-07-20