Nuclear Update Premium August 23, 2025

Powell finally leaned dovish at Jackson Hole, hinting at cuts and handing markets a short-term sugar high. But cracks remain: sticky inflation, stretched valuations, and geopolitical risks are still gnawing at sentiment.In uranium, the picture is far sharper. Kazatomprom shocked the market by pulling 8 million pounds out of 2026 supply, flipping sentiment overnight and forcing utilities back to the table. With demand forecasts climbing and producer discipline holding, the cycle is tightening.

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