Nuclear Update Premium August 9, 2025

The data is flashing mixed signals: PMI is deep in contraction territory, payroll growth is the weakest since 2020, and labor cracks are spreading. Yet historically, low PMI readings and brief pullbacks at record highs have often marked bullish turning points, especially with Treasury’s “stealth QE” still pumping liquidity into markets.

⚛️India Approves 10 New Reactors

PLUS: China Unveils 1.2 GW Fast Reactor Design

Nuclear Update Premium August 2, 2025

Markets just wrapped one of the hottest Julys in decades, buoyed by momentum, softening Fed language, and cooling trade tensions. But under the surface, labor data revisions, sector divergences, and seasonal headwinds are raising questions about what comes next.

⚛️Palisades Goes Critical (Again)

PLUS: UK Commits to Nuclear Power

Nuclear Update Premium July 26, 2025

The bulls are back, but this isn’t your typical melt-up.

🥳Rolls-Royce to Build 6 SMR in Czechia

PLUS: DOE Launches Program to Rebuild Nuclear Supply Chain

Nuclear Update Premium July 19, 2025

Markets are sending mixed signals, but uranium just sent a very loud one.

⚛️”What About The Waste?”

This week’s special dives into how we store, reuse, and maybe even burn the “waste” everyone’s worried about.

Nuclear Update Premium July 12, 2025

Markets are still coasting near highs, but under the surface, the financial plumbing is tightening quickly.

💥The Big, Beautiful (Nuclear) Bill

PLUS: 20 (!) French Nuclear Reactors Get Life Extensions🤯

Nuclear Update Premium July 5, 2025

⚛️First Major U.S. Nuclear Buildout in 15 Years

PLUS: Texas Files to Build 4x AP1000s🚀