Nuclear Update Premium September 13, 2025

Liquidity is driving risk assets higher as the Fed prepares to cut, bonds flip back into favor, and equities stretch to new highs. Meanwhile, credit markets and labor data are flashing signals that this rally may not be built to last. For uranium, the theme is simple: producers hold the leverage. Supply setbacks are mounting, utilities are burning through inventories, and demand are reshaping the market.

Fredrik Lundstrom
September 13, 2025

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