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Nuclear Update Premium February 7, 2026
This week, index prices held up, but market internals began to weaken. Participation narrowed, leadership split, and price action became less forgiving even as recession risk remained contained. In uranium, the focus shifted back to supply. Kazatomprom, the world’s largest uranium producer, released its 4Q25 operations and trading update. On paper, the report showed higher output and strong sales. In practice, it reinforced why “more supply” on paper doesn’t translate into real comfort for the market.
Nuclear Update Premium January 31, 2026
The data still shows that risk-on conditions are in place. But rotation is rising, and this is turning into a stock-picking market. Uranium pushed to a new cycle high in both spot and long-term pricing, SPUT stepped in aggressively, and the updated ATM filing adds a new layer of firepower that is hard to ignore.
Nuclear Update Premium January 24, 2026
The macro trend is still up. Breadth is behaving, credit is calm, volatility has cooled, but the market is relearning one thing: geopolitics move faster than fundamentals. In uranium, Trump talked nuclear on a global stage, Washington is putting $5B behind reactor development, and Big Tech is starting to lock in strategic inputs for the data center buildout.
Nuclear Update Premium January 17, 2026
Macro data still points higher, but expectations are high and Trump is escalating pressure on the Fed’s rate path. In uranium, spot price hit an 18-month high, while an executive order opened the door to uranium price floors, Big Tech is being told to fund new capacity, and Canada and China put uranium explicitly back into energy diplomacy.
Nuclear Update Premium January 10, 2026
Macro remains bullish, but expectations are high, and small disappointments can trigger sharp pullbacks. Uranium delivered the opposite setup: spot was calm, but policy and hyperscaler demand were loud, with $2.7B for enrichment, $800M for SMR deployment, and Meta committing to nuclear capacity at scale.
Nuclear Update Premium January 3, 2026
2025 is over and the Santa rally failed. Heading into 2026, the macro setup is bullish long-term, but choppy in the short term, with sentiment still a little fragile after the year-end close. In uranium, the long-term price just hit a 17-year high, SPUT is buying again, and policy is telling you the U.S. is willing to bend rules to rebuild the domestic fuel chain.