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⚛️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.
