Nuclear Update Premium April 11, 2026

Markets staged a dramatic V-shaped recovery this week, driven by a fragile U.S.-Iran ceasefire and a blowout jobs report that shattered recession fears overnight. Meanwhile in uranium, Cameco's COO pulled back the curtain on what utilities are actually paying for long-term supply, and the number is not $93. Contract ceilings are stretching to $160, and the midpoint is already nearly $120.

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