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Nuclear Update Premium December 13, 2025
In macro, the Fed closed the tightening chapter and markets began positioning for what comes next. Liquidity pressure eased, sentiment reset, and the focus moved away from rate hikes toward slowing growth, a backdrop that keeps policy supportive rather than restrictive. In uranium, draft U.S. defense policy put real money behind nuclear deployment, with $384 million allocated to advanced reactors, $2.1 billion for naval nuclear programs, and the DOE positioned to absorb first-of-a-kind risk for the first 10 new reactors. At the same time, China formally joined the COP28 pledge to triple global nuclear capacity by 2050, reinforcing demand that is planned, funded, and already underway.
⚛️From Feeding the World to Powering It
If you work in or around nuclear, your mental material list probably goes uranium, zirconium, hafnium, maybe a little bit of boron if you’re feeling fancy. Phosphate sounds like it belongs in a farmer’s catalog, not in a conversation about reactors, AI data centers, and grid stability. Yet here we are.
Nuclear Update Premium December 6, 2025
Macro signals strengthened this week as liquidity improved, sentiment reset fast, and markets began pricing a more accommodative Fed. At the same time, uranium fundamentals took a major step forward: Kazakhstan moved to tighten control of global supply, and the United States expanded its push into strategic minerals. Spot may have sat at $76, but the geopolitics did not.
Nuclear Update Premium November 29, 2025
This week almost every signal we track pointed upward. Flows flipped positive, oversold indicators lit up, and policy momentum kept building the foundation for the next leg up.In uranium, the real action finally shifted to where it matters: the term market. Utilities are contracting again (up 30 million pounds in a month), India is moving to lock in USD 2.8 billion in long-term supply, and the Genesis Mission just tied nuclear directly into America’s AI strategy.
Nuclear Update Premium November 22, 2025
This week growth softened, sentiment fell into extreme fear, and the algos dumped risk as the dollar squeezed tighter. It looks shaky, but the setup is classic pre-reset: bad data becomes good news the moment the Fed is forced to step in.In uranium: the U.S. inked a trillion-dollar strategic pact with Saudi Arabia that includes nuclear cooperation, Japan is about to restart the world’s largest nuclear plant (beginning with Units 6 and 7), and Europe formally entered the critical-minerals stockpile race. One of the strongest fundamental weeks of the cycle, even if the tickers pretended otherwise.
⚛️ The Mineral Behind Nuclear Power’s AI Advantage
Today, we’re zooming in on the mineral sitting at the crossroads of nuclear baseload power, AI data centers, and the global battery race.Phosphate powers the future, literally.And yes, I know what you’re thinking: Phosphate? Isn’t that the fertilizer stuff?Let me explain.
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.