Nuclear Update Premium March 14, 2026

The Macro environment weakened significantly this week. Breadth weakened, volatility picked up, and the escalation around Iran and the Middle East pushed oil sharply higher, forcing investors to think again about the combination of softer growth and renewed inflation pressure at the same time. In uranium, rising oil stress is again forcing governments to think about fuel security, and history shows that periods of energy disruption often accelerate nuclear buildout. This week, 4 more countries signed on to the pledge to triple nuclear capacity by 2050, while Meta backed deployment of 8 new Natrium reactors with TerraPower.

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