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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.
Nuclear Update Premium October 11, 2025
Money’s moving fast again. AI is boosting profits while trimming payrolls, and everyone’s pretending they hate the rally while quietly chasing it. It’s the kind of market that melts up when nobody’s looking. Liquidity everywhere, fear nowhere.In uranium, the world’s power map is shifting just as quickly. China’s keeping not only its rare earths, but the processing capacity too. And after more than a decade as a seller, Japan’s back buying uranium for the first time in 11 years.
