Cameco
CCJ
Cameco Corporation (CCJ), world's largest public uranium producer with 2023 output of 23.5 million lbs U3O8.
Operates McArthur River/Key Lake (world's highest-grade mines) and Cigar Lake JV. Produced 18% of global uranium in 2023. Market cap ~$20B CAD, Q1 2024 revenue $C590M.
Why it matters now
Prime beneficiary of Russian ban and data center PPAs; 2025 contracts at $80+/lb support restart of mothballed capacity.