- Nuclear Update
- Topics
- Premium
Premium
Premium
Nuclear Update Premium December 27, 2025
Markets are ending the year with confidence. Volatility has cooled and positioning is leaning bullish, but the real constraint is rates, specifically how fast the 10 year yield moves, plus the Treasury funding setup that can turn calm into chaos quickly. In uranium, spot is back at $81, SPUT is still buying, and the ETFs just showed real demand by issuing new units to fund distributions instead of selling holdings. Add Goldman’s view that the deficit story is getting more structural, and the setup going into 2026 looks stronger than the equities have been pricing.
Nuclear Update Premium December 13, 2025
In macro, the Fed closed the tightening chapter and markets began positioning for what comes next. Liquidity pressure eased, sentiment reset, and the focus moved away from rate hikes toward slowing growth, a backdrop that keeps policy supportive rather than restrictive. In uranium, draft U.S. defense policy put real money behind nuclear deployment, with $384 million allocated to advanced reactors, $2.1 billion for naval nuclear programs, and the DOE positioned to absorb first-of-a-kind risk for the first 10 new reactors. At the same time, China formally joined the COP28 pledge to triple global nuclear capacity by 2050, reinforcing demand that is planned, funded, and already underway.
Nuclear Update Premium November 29, 2025
This week almost every signal we track pointed upward. Flows flipped positive, oversold indicators lit up, and policy momentum kept building the foundation for the next leg up.In uranium, the real action finally shifted to where it matters: the term market. Utilities are contracting again (up 30 million pounds in a month), India is moving to lock in USD 2.8 billion in long-term supply, and the Genesis Mission just tied nuclear directly into America’s AI strategy.
Nuclear Update Premium November 22, 2025
This week growth softened, sentiment fell into extreme fear, and the algos dumped risk as the dollar squeezed tighter. It looks shaky, but the setup is classic pre-reset: bad data becomes good news the moment the Fed is forced to step in.In uranium: the U.S. inked a trillion-dollar strategic pact with Saudi Arabia that includes nuclear cooperation, Japan is about to restart the world’s largest nuclear plant (beginning with Units 6 and 7), and Europe formally entered the critical-minerals stockpile race. One of the strongest fundamental weeks of the cycle, even if the tickers pretended otherwise.
Nuclear Update Premium November 15, 2025
The labor market finally blinked, shipping volumes are rolling over, and the goods economy is easing into a softer 2026. But just as the cycle cools, Washington is set to drop more than four hundred billion dollars into consumer pockets while the Fed cuts rates. In uranium: The World Nuclear Outlook just mapped out more than a terawatt of nuclear capacity by 2050, including a 538 GW “gap” that can only be closed with more builds, more fuel, and more lifetime extensions. Meanwhile, equities fell on the week while spot ticked up. Long-term demand keeps strengthening, even as short-term screens throw a tantrum.
Nuclear Update Premium November 8, 2025
Markets are running on fumes, and the end of QT on December 1 can’t come soon enough. Liquidity’s thin, and even a handful of U.S. banks had to tap the Fed’s repo facility for overnight cash, the biggest draw in years.Uranium just made the U.S. critical minerals list, a symbolic headline with very real consequences. The world’s two biggest uranium suppliers, Kazatomprom and Cameco made it clear that the next leg of this cycle won’t be solved with new supply.November’s DCA is about buying conviction when it’s uncomfortable. With uranium equities cooling, we’re leaning into weakness not away from it. The cycle hasn’t changed, only sentiment has.
Nuclear Update Premium October 25, 2025
Markets are showing mixed signals again. Liquidity’s rising, the Fed’s preparing to end QT, yet funding stress keeps flashing. Credit worries flared and faded, but optimism held on. It’s classic late-cycle behavior, cracks are showing, but the trend keeps moving up.
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.
Nuclear Update Premium October 4, 2025
The melt-up rolls on. Stocks keep climbing, volatility’s asleep, and anyone waiting for a correction is still waiting. Even a government shutdown couldn’t rattle markets, liquidity remains king, and the crowd’s starting to believe it.Meanwhile, uranium just printed a 17-year high on the term price, SPUT keeps stacking, and new nuclear builds are ramping faster than expected. Utilities might be asleep at the wheel, but the fundamentals aren’t.