Newsletter
#7 · 26 Jul 2026, 09:00 CEST · 4 min
What is SPUT, actually?
The model is built on two trusts — so what are they? How SPUT and Yellow Cake work, and why a fund that never sells can move the uranium price.
#6 · 19 Jul 2026, 09:00 CEST · 5 min
How the QL Spot Estimate actually works
The long-promised methodology deep-dive: what goes into the model, why two stocks carry almost all the signal, and how wrong it gets.
#5 · 12 Jul 2026, 09:00 CEST · 4 min
Uraninite Edge is now QuantLode
The project has a new name. Here's why I renamed it, how the search almost went wrong in Chile, and the model's first monthly reality check.
#4 · 5 Jul 2026, 09:00 CEST · 4 min
The uranium data licensing maze
The most basic number in this market is locked behind paywalls. Here's how that maze works — and how it shaped what I'm building.
#3 · 14 Jun 2026, 09:00 CEST · 3 min
Meet the QL Spot Estimate
The dashboard is live. Here's the one number it exists to show — and why it's an estimate, not the official spot price.
#2 · 25 May 2026, 09:00 CEST · 5 min
How is uranium actually priced?
Spot, term, and why uranium pricing is nothing like oil.
#1 · 18 May 2026, 09:00 CEST · 2 min
Why I'm starting this
Why I'm building a uranium newsletter and dashboard in public.
Build something with me
Every Sunday — uranium market notes, built in public.