Nuclear Update Premium December 13, 2025

In macro, the Fed closed the tightening chapter and markets began positioning for what comes next. Liquidity pressure eased, sentiment reset, and the focus moved away from rate hikes toward slowing growth, a backdrop that keeps policy supportive rather than restrictive. In uranium, draft U.S. defense policy put real money behind nuclear deployment, with $384 million allocated to advanced reactors, $2.1 billion for naval nuclear programs, and the DOE positioned to absorb first-of-a-kind risk for the first 10 new reactors. At the same time, China formally joined the COP28 pledge to triple global nuclear capacity by 2050, reinforcing demand that is planned, funded, and already underway.

Author

Fredrik Lundstrom
December 13, 2025

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