Nuclear Update Premium April 4, 2026

Oil is at $111 and the market is having a proper meltdown. The S&P 500 broke below its 200-day moving average, and VIX crossed 30 for the first time in 11 months. Five consecutive weeks of losses. The stagflation trade is the only trade that is working right now. In uranium, TradeTech pegged the long-term uranium price at $93 per pound, an 18-year high and just $2 from the all-time record set in 2008. This week I am taking a deep dive into what happened the last time we were at these levels, what was different about the 1970s and 2008 cycles, and why the structural case for uranium today is stronger than anything we have seen in either of those eras.

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