Nuclear Update Premium December 6, 2025

Macro signals strengthened this week as liquidity improved, sentiment reset fast, and markets began pricing a more accommodative Fed. At the same time, uranium fundamentals took a major step forward: Kazakhstan moved to tighten control of global supply, and the United States expanded its push into strategic minerals. Spot may have sat at $76, but the geopolitics did not.

Author

Fredrik Lundstrom
December 06, 2025

logo

Subscribe to Premium to read the rest.

Become a paying subscriber to Nuclear Update to get access to this post and premium-member only content.

🚀 Unlock Premium Access

A subscription gets you:

  • Weekly reports that help you spot early trends, manage risk and ride the Nuclear Renaissance
  • Access to the Nuclear Update Premium Portfolio to see our exact investments with % allocations, updated weekly
  • "Where Are We In The Cycle?" Indicators to help spot the bull market top before it's too late
  • Access to insider buys, sells, and signals, so you know when execs are backing up the truck (or bailing out)
Already a subscriber?Sign in.