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Nuclear Update Premium May 3, 2026
The macro picture just shifted, with multiple rare bullish signals firing on the same side and the S&P 500 clearing 7,200 for the first time. Canada committed at the national level to expanding uranium production, the NRC locked in two more reactors for 80-year operation, and the DOE picked its first four companies for the Nuclear Energy Launch Pad. Cameco reports Q1 Tuesday morning.
⚛️ A New Business Model for Nuclear
Today we are going to talk about one of the most elegant business models ever invented. Someone else does the work. Someone else takes the risk. Someone else puts up the capital, manages the operations, and deals with every expensive problem that comes with running a business. And you just collect a percentage of the revenue. Every time. For as long as the business runs. Without lifting a finger.
Nuclear Update Premium April 25, 2026
The recovery that started three weeks ago isn't just holding, it's strengthening.This week the RSI completed a 40/60 reversal on the S&P 500, the Zweig Breadth Thrust crossed above 0.60 on both NYSE and Nasdaq, and sector breadth hit levels that have historically been followed by sustained forward returns.
⚛️ Why the Athabasca Stands Alone
There are uranium deposits on every continent. Australia has them. Kazakhstan has them. Namibia has them. The United States has them. And yet, when the nuclear industry needs the highest-grade uranium on Earth, it keeps coming back to one basin in northern Saskatchewan. This is not a coincidence. It is geology. And it took about 1.7 billion years to set up. DISSEMINATED ON BEHALF OF F4 Uranium Corp. (full disclaimer at the bottom).
Nuclear Update Premium April 11, 2026
Markets staged a dramatic V-shaped recovery this week, driven by a fragile U.S.-Iran ceasefire and a blowout jobs report that shattered recession fears overnight. Meanwhile in uranium, Cameco's COO pulled back the curtain on what utilities are actually paying for long-term supply, and the number is not $93. Contract ceilings are stretching to $160, and the midpoint is already nearly $120.
Nuclear Update Premium April 4, 2026
Oil is at $111 and the market is having a proper meltdown. The S&P 500 broke below its 200-day moving average, and VIX crossed 30 for the first time in 11 months. Five consecutive weeks of losses. The stagflation trade is the only trade that is working right now. In uranium, TradeTech pegged the long-term uranium price at $93 per pound, an 18-year high and just $2 from the all-time record set in 2008. This week I am taking a deep dive into what happened the last time we were at these levels, what was different about the 1970s and 2008 cycles, and why the structural case for uranium today is stronger than anything we have seen in either of those eras.