Nuclear Update Premium November 29, 2025

This week almost every signal we track pointed upward. Flows flipped positive, oversold indicators lit up, and policy momentum kept building the foundation for the next leg up.In uranium, the real action finally shifted to where it matters: the term market. Utilities are contracting again (up 30 million pounds in a month), India is moving to lock in USD 2.8 billion in long-term supply, and the Genesis Mission just tied nuclear directly into America’s AI strategy.

Author

Fredrik Lundstrom
November 29, 2025

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