Nuclear Update Premium March 21, 2026

This week was a turning point. Markets moved from unstable to outright fragile, with the long-term trend breaking just as credit stress and macro conditions worsened. Rising oil prices, softer growth, and tighter financial conditions are now starting to hit the market at the same time. In uranium, the picture kept improving. The U.S. and Japan announced a $40 billion nuclear buildout built around BWRX-300 SMRs, and the Indo-Pacific Energy Security Summit added another $56 billion of energy and supply-chain deals with meaningful nuclear relevance.

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

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.