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UraniumUranium
+4+4
⚛️Navy Reactors Go Civilian
Dec 29, 2025

⚛️Navy Reactors Go Civilian

PLUS: DOE Moves to Rebuild the Nuclear Fuel Cycle

Fredrik Lundstrom
Fredrik Lundstrom
Nuclear StocksNuclear Stocks
+4+4
⚛️Cameco: The Backbone of the Western Fuel Cycle
Dec 28, 2025

⚛️Cameco: The Backbone of the Western Fuel Cycle

A deep dive into the uranium developer that’s building while everyone else dilutes.

Fredrik Lundstrom
Fredrik Lundstrom
Uranium investingUranium investing
+4+4
⚛️The Math Behind the Fuel Cycle
Dec 20, 2025

⚛️The Math Behind the Fuel Cycle

Today we’re doing some arithmetic. Hang in there. This is the kind of napkin math that explains why nuclear fuel keeps sneaking back into energy security briefings, why geopolitics is all over the news right now, and why supply headlines matter more than most people think, and not just for investors. It matters for anyone who cares about nuclear at scale.

Fredrik Lundstrom
Fredrik Lundstrom
Renewable EnergyRenewable Energy
+3+3
⚛️U.S DOE to Finance the First 10 Reactors
Dec 15, 2025

⚛️U.S DOE to Finance the First 10 Reactors

PLUS: NRC Extends Life of 3 Reactors by 20 Years

Fredrik Lundstrom
Fredrik Lundstrom
Uranium investingUranium investing
+4+4
⚛️ Inside a Uranium Discovery
Dec 14, 2025

⚛️ Inside a Uranium Discovery

Welcome to Nuclear Update. If you spend enough time around nuclear engineers, one question eventually comes up: “Where does all the uranium actually come from?” Not the part where it gets enriched or fabricated or delivered to a reactor, but the part before all of that. The part where someone has to find it. Today I am taking you behind the curtain of how uranium is actually discovered.

Fredrik Lundstrom
Fredrik Lundstrom
FusionFusion
+2+2
⚛️Fusion: A Deep Dive
Dec 08, 2025

⚛️Fusion: A Deep Dive

Fusion has been 20 years away for the last 70 years. Then 2025 happened, and suddenly every billionaire, national lab, regulator, and AI data center planner started acting like we might actually plug a star into the grid.

Fredrik Lundstrom
Fredrik Lundstrom
Nuclear PowerNuclear Power
+2+2
⚛️U.S. Launches the Genesis Mission
Dec 01, 2025

⚛️U.S. Launches the Genesis Mission

PLUS: China Just Made a Supercritical Advancement

Fredrik Lundstrom
Fredrik Lundstrom
Uranium EnrichmentUranium Enrichment
+3+3
⚛️World’s Largest Nuclear Plant to Restart
Nov 24, 2025

⚛️World’s Largest Nuclear Plant to Restart

PLUS: Nuclear Sits at the Center of the $1 Trillion U.S.–Saudi Deal

Fredrik Lundstrom
Fredrik Lundstrom
UraniumUranium
+4+4
⚛️EDF Targets 30 Small Modular Reactors by 2050
Nov 10, 2025

⚛️EDF Targets 30 Small Modular Reactors by 2050

PLUS: Uranium Joins the U.S. Critical Minerals List

Fredrik Lundstrom
Fredrik Lundstrom
Nuclear PowerNuclear Power
+2+2
⚛️U.S. to Build $80B in New Nuclear Reactors
Nov 03, 2025

⚛️U.S. to Build $80B in New Nuclear Reactors

PLUS: Google to Restart Duane Arnold Nuclear Power Plant

Fredrik Lundstrom
Fredrik Lundstrom
Nuclear PowerNuclear Power
+3+3
⚛️US Army Wants 9 Reactors by 2028
Oct 20, 2025

⚛️US Army Wants 9 Reactors by 2028

PLUS: Amazon Triples Nuclear Plans

Fredrik Lundstrom
Fredrik Lundstrom
UraniumUranium
+5+5
⚛️Google Plugs Six Data Centers Into Nuclear
Oct 13, 2025

⚛️Google Plugs Six Data Centers Into Nuclear

PLUS: NANO Nuclear Brings Microreactor Production to Illinois

Fredrik Lundstrom
Fredrik Lundstrom
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