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The Athabasca Brief launches this week.
Weekly intelligence on Murphy Lake program updates, peer drilling in the Athabasca, uranium pricing, and AI-nuclear deal flow. Subscribe below for the first issue in your inbox Friday.
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Weekly intelligence on uranium - peer drill results in the Athabasca, pricing benchmarks, AI-nuclear deal flow, and what UraniumX is doing at Murphy Lake. Written for analysts and operators. No fluff.
What we cover
Eastern Athabasca
F4 Uranium · IsoEnergy · Cosa Resources · Denison · Cameco. Drill results, geophysics, field programs, JV moves. Sourced to public disclosure on SEDAR+ with adjacent-property cautions.
Pricing
Spot, term, SPUT NAV, Kazatomprom realized, term-contract spreads. Weekly snapshot. Sourced to Cameco market reports, Sprott Physical Uranium Trust, and Kazatomprom investor disclosures.
AI-nuclear deal flow
Hyperscaler PPAs, SMR commitments, utility procurement. Cumulative scoreboard of committed nuclear capacity from data center deals.
UraniumX
Murphy Lake spud progress, NR cadence, Zoo Bay and NeoCore exploration plans. Direct from the issuer with full compliance posture.