Nuclear Update Premium February 28, 2026

Macro is not breaking, but it is getting more complicated. Commodities are rising, the dollar is slipping, and the short-term tape is becoming less forgiving. In uranium, the tone has shifted more dramatically. One bank is now calling for $200 uranium, and multiple banks are projecting multi-year supply deficits.

Fredrik Lundstrom
February 28, 2026

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