Nuclear Update Premium December 20, 2025

This week’s labor data shows a steady cooling. Unemployment is drifting higher, underemployment is rising, and hiring is stuck in that low fire, low hire zone. Markets still care more about rates than fundamentals, so this is supportive for what the Fed can do in 2026. In uranium, SPUT is still buying, reactor life extensions keep locking in fuel burn for decades, and supply continues to disappoint (in very normal ways for this sector). India dropped a real policy change that brings private capital into nuclear, and the U.S. doubled down on treating nuclear as strategic infrastructure.

Author

Fredrik Lundstrom
December 20, 2025

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