Investor Presentaiton

92 Long term contracting has increased significantly, U but is not yet close to replacement levels כ YELLOW CAKE PLC Term contracting volumes identified for 2023 exceeded the 2022 level, continuing the upward trend which began in 2020 Mlbs. U3Og 180 160 140 120 95.8 100 89.9 88 80 60 40 20 Term market buying trend - 2023(1) 71.8 53.0 114.0 2018 2019 2020 2021 2022 2023 Sources: 1) UxC Weekly Publications, January 2019 - January 2024 159.6 22

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