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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.
Nuclear Update Premium October 4, 2025
The melt-up rolls on. Stocks keep climbing, volatility’s asleep, and anyone waiting for a correction is still waiting. Even a government shutdown couldn’t rattle markets, liquidity remains king, and the crowd’s starting to believe it.Meanwhile, uranium just printed a 17-year high on the term price, SPUT keeps stacking, and new nuclear builds are ramping faster than expected. Utilities might be asleep at the wheel, but the fundamentals aren’t.