Nuclear Update Premium March 28, 2026

The Strait of Hormuz disruption has turned into a full-scale energy shock, pushing oil higher, slowing growth, and forcing markets to reprice a world where policy support is no longer guaranteed. In uranium, Kazatomprom, the world’s largest uranium producer, reported 2025 results reinforcing that supply remains disciplined, costs are rising, and utilities are still sitting on the sidelines while uncovered demand builds.

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