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⚛️Thorium Reactors: A Deep Dive
This week, I’m writing to you from my honeymoon in South Africa, currently posted up in Cape Town, where the wine is excellent and the nuclear debates are still raging (in my inbox, anyway).But you didn’t think I’d skip a chance to nerd out about thorium, did you?
Nuclear Update Premium September 13, 2025
Liquidity is driving risk assets higher as the Fed prepares to cut, bonds flip back into favor, and equities stretch to new highs. Meanwhile, credit markets and labor data are flashing signals that this rally may not be built to last. For uranium, the theme is simple: producers hold the leverage. Supply setbacks are mounting, utilities are burning through inventories, and demand are reshaping the market.
Nuclear Update Premium September 6, 2025
The Fed is preparing to cut rates, liquidity is rising, and risk assets are pushing to new highs. At the same time, U.S. labor data is breaking down, revisions are flashing red, and insiders are selling into strength.For uranium, WNA 2025 confirmed what many already suspected: the market is tighter than ever. Cameco’s CEO called it “the greatest time we’ve ever had for uranium,” and the WNA Fuel Report now projects demand to more than double, and potentially triple, by 2040.
Nuclear Update Premium August 30, 2025
Markets are caught between two forces: tightening dollar liquidity draining cash from the system, and a Fed under mounting political pressure. For uranium, the picture is sharper: Cameco’s production shortfall is stacking on top of Kazatomprom’s supply discipline, just as spot prices climb ahead of next week’s World Nuclear Association Symposium. History shows WNA often sparks major price moves.
