Resolves YES if Kazatomprom officially reports that more than 60% of its uranium output is allocated to India as of July 1, 2026. Resolution will rely on Kazatomprom's mid-year production and sales disclosures or official statements from the company or relevant government agencies. This allocation level is significant because a majority share directed to India could tighten global uranium supply and impact market prices. Only confirmed allocations for uranium output produced in the first half of 2026 count; planned future contracts or non-binding agreements do not count.
The allocation of a significant portion of Kazatomprom's uranium output to India could greatly affect global uranium supply, tightening the market and influencing prices.
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