Nuclear Update Premium March 7, 2026

Macro turned less comfortable this week. Oil moved higher, yields refused to fall, and short-term market internals weakened, even as the longer-term structure still held together. In uranium, demand kept moving ahead. Cameco locked in a 22 million pound long-term supply agreement with India, the U.S. approved the first reactor construction in 10 years, and U.S.-Japan energy cooperation looks set to include up to $100 billion of support for Westinghouse reactor deployment.

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.