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Nuclear Update Premium November 15, 2025
The labor market finally blinked, shipping volumes are rolling over, and the goods economy is easing into a softer 2026. But just as the cycle cools, Washington is set to drop more than four hundred billion dollars into consumer pockets while the Fed cuts rates. In uranium: The World Nuclear Outlook just mapped out more than a terawatt of nuclear capacity by 2050, including a 538 GW “gap” that can only be closed with more builds, more fuel, and more lifetime extensions. Meanwhile, equities fell on the week while spot ticked up. Long-term demand keeps strengthening, even as short-term screens throw a tantrum.
⚛️Rebuilding America’s Nuclear Foundation
This is not the weekly update, that one will land in your inbox on Monday. Today we’re heading deep into America’s heartland, where the key to the next energy revolution doesn’t glow, doesn’t split, and doesn’t make headlines... but makes everything else in the nuclear world possible.
Nuclear Update Premium November 8, 2025
Markets are running on fumes, and the end of QT on December 1 can’t come soon enough. Liquidity’s thin, and even a handful of U.S. banks had to tap the Fed’s repo facility for overnight cash, the biggest draw in years.Uranium just made the U.S. critical minerals list, a symbolic headline with very real consequences. The world’s two biggest uranium suppliers, Kazatomprom and Cameco made it clear that the next leg of this cycle won’t be solved with new supply.November’s DCA is about buying conviction when it’s uncomfortable. With uranium equities cooling, we’re leaning into weakness not away from it. The cycle hasn’t changed, only sentiment has.
Nuclear Update Premium October 25, 2025
Markets are showing mixed signals again. Liquidity’s rising, the Fed’s preparing to end QT, yet funding stress keeps flashing. Credit worries flared and faded, but optimism held on. It’s classic late-cycle behavior, cracks are showing, but the trend keeps moving up.
