Nuclear Update Premium September 6, 2025

The Fed is preparing to cut rates, liquidity is rising, and risk assets are pushing to new highs. At the same time, U.S. labor data is breaking down, revisions are flashing red, and insiders are selling into strength.For uranium, WNA 2025 confirmed what many already suspected: the market is tighter than ever. Cameco’s CEO called it “the greatest time we’ve ever had for uranium,” and the WNA Fuel Report now projects demand to more than double, and potentially triple, by 2040.

Author

Fredrik Lundstrom
September 06, 2025

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