Nuclear Update Premium October 11, 2025

Money’s moving fast again. AI is boosting profits while trimming payrolls, and everyone’s pretending they hate the rally while quietly chasing it. It’s the kind of market that melts up when nobody’s looking. Liquidity everywhere, fear nowhere.In uranium, the world’s power map is shifting just as quickly. China’s keeping not only its rare earths, but the processing capacity too. And after more than a decade as a seller, Japan’s back buying uranium for the first time in 11 years.

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