Nuclear Update Premium November 22, 2025

This week growth softened, sentiment fell into extreme fear, and the algos dumped risk as the dollar squeezed tighter. It looks shaky, but the setup is classic pre-reset: bad data becomes good news the moment the Fed is forced to step in.In uranium: the U.S. inked a trillion-dollar strategic pact with Saudi Arabia that includes nuclear cooperation, Japan is about to restart the world’s largest nuclear plant (beginning with Units 6 and 7), and Europe formally entered the critical-minerals stockpile race. One of the strongest fundamental weeks of the cycle, even if the tickers pretended otherwise.

Fredrik Lundstrom
November 22, 2025

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