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Nuclear Update Premium September 27, 2025
Breadth is narrowing, small caps are weak, and defensives are rolling over. It’s the kind of setup that usually signals fragility, not strength. Yet markets keep grinding higher, because liquidity remains the dominant force, and the Fed’s recent shift has kept the tide moving. Meanwhile, uranium just flipped into backwardation for the first time in a year. Spot is running hotter than term, SPUT is cleaning out sellers, and YCA is upsizing to scoop pounds straight from Kazatomprom. Utilities are getting cornered, and sentiment is running hot.
Nuclear Update Premium September 20, 2025
The Fed cut rates, but Powell wasn’t handing out party hats. Liquidity is flowing again, yet the caution in his tone reminded markets this isn’t a risk-free rally. Bonds and credit are cheering, cash is trash, and quarter-end positioning could pour even more fuel on the move. On the uranium side, pressure is building from every angle. Big trading houses are moving in, producers keep slipping, and Russia just unveiled plans for 38 new reactors. Add in extended sanctions on enriched uranium and utilities are running out of places to hide.
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.
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.
Nuclear Update Premium August 30, 2025
Markets are caught between two forces: tightening dollar liquidity draining cash from the system, and a Fed under mounting political pressure. For uranium, the picture is sharper: Cameco’s production shortfall is stacking on top of Kazatomprom’s supply discipline, just as spot prices climb ahead of next week’s World Nuclear Association Symposium. History shows WNA often sparks major price moves.
Nuclear Update Premium August 23, 2025
Powell finally leaned dovish at Jackson Hole, hinting at cuts and handing markets a short-term sugar high. But cracks remain: sticky inflation, stretched valuations, and geopolitical risks are still gnawing at sentiment.In uranium, the picture is far sharper. Kazatomprom shocked the market by pulling 8 million pounds out of 2026 supply, flipping sentiment overnight and forcing utilities back to the table. With demand forecasts climbing and producer discipline holding, the cycle is tightening.
Nuclear Update Premium August 16, 2025
Markets are caught between Trump’s Fed shake-up, conflicting inflation prints, and a fragile tariff truce, yet liquidity remains risk-on. For uranium, the signal is clearer: policy momentum, tightening supply, and contracting demand make it one of the few assets running on its own cycle.
Nuclear Update Premium August 9, 2025
The data is flashing mixed signals: PMI is deep in contraction territory, payroll growth is the weakest since 2020, and labor cracks are spreading. Yet historically, low PMI readings and brief pullbacks at record highs have often marked bullish turning points, especially with Treasury’s “stealth QE” still pumping liquidity into markets.
Nuclear Update Premium August 2, 2025
Markets just wrapped one of the hottest Julys in decades, buoyed by momentum, softening Fed language, and cooling trade tensions. But under the surface, labor data revisions, sector divergences, and seasonal headwinds are raising questions about what comes next.