Nuclear Update

06/10/2025

This week's free newsletter:
⚛️U.S. Extends Life of 4 Nuclear Reactors
💰Sweden Offers $23B to Finance Nuclear Power Construction
☀️Germany Goes All-In on Fusion
🚗Radiation in Car Manufacturing

https://nuclearupdate.com/p/us-extends-life-of-4-nuclear-reactors

Enjoy!

04/10/2025

⚛️ This week in Premium: 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 shake markets.

In uranium: the term price just hit a 17-year high, SPUT keeps stacking, and new builds + U.S. life extensions are rewriting the demand outlook.

It’s a new month, and we’re showing how to dollar-cost average into our highest-conviction names right now.

👉 https://nuclearupdate.com/p/nuclear-update-premium-october-4-2025

Uranium hits 17-year high as nuclear stocks surge and market rally continues. Dive into our premium insights on market fundamentals, uranium trends, and key industry developments.

29/09/2025

This week's newsletter:
⚛️Japan to Shut Oil Plants as Nuclear Reactors Restart
🌍Iran and Russia to Build 4 Nuclear Reactors in $25B Deal
🤝Turkey and US Sign Nuclear Energy Cooperation Agreement
✈️Depleted Uranium in Aviation: Aircraft Counterweights Explained

https://nuclearupdate.com/p/nuclear-power-kills-oil-in-japan

Enjoy!

27/09/2025

⚛️ This week in Premium: breadth is thin, small caps are weak, and defensives are rolling over, but liquidity keeps the rally alive.
Uranium flips into backwardation, SPUT is stacking, YCA upsizes, and utilities are getting cornered.

Read the full edition 👉 https://nuclearupdate.com/p/nuclear-update-premium-september-27-2025

22/09/2025

This week's newsletter:
⚛️Russia Plans 38 New Reactors
🥇UK and US Launch a Golden Age of Nuclear
🚫 Russia Extends Uranium Ban, US Builds a Stockpile
🧨Isotopes in Explosives Research
https://nuclearupdate.com/p/russia-plans-38-new-reactors
Enjoy!

21/09/2025

⚛️ Normally Premium-only, but free this week because the uranium market is heating up fast: Powell’s cut and what it means for markets (and uranium), hint: cash is trash.

SPUT stacks 950k lbs, Russia unveils 38 new reactors + fresh sanctions, big traders enter uranium, and Lucijan breaks down the US strategic uranium reserve.

👉 https://nuclearupdate.com/p/nuclear-update-premium-september-20-2025

15/09/2025

⚛️This week, we’re diving deep into thorium, the cleaner, safer fuel that some say could replace uranium.

But is it hype or the future?

I break it all down 👇
https://nuclearupdate.com/p/thorium-reactors-a-deep-dive

13/09/2025

⚛️ This week in Premium:
Fed cuts loom but credit cracks show,
producers stumble while uranium demand accelerates,
and we break down the latest portfolio moves + insider action.

https://nuclearupdate.com/p/nuclear-update-premium-september-13-2025

08/09/2025

Today's newsletter:
⚛️TVA Signs 6 GW SMR Deal
☢️WNA 2025: A Turning Point for Nuclear Energy
🛢️ Big Oil’s Nuclear Pivot
⛏️Sinker Bars and the Nuclear Oilfield
https://nuclearupdate.com/p/tva-signs-6-gw-smr-deal
Enjoy!

06/09/2025

⚛️ This week's Premium runs 14 pages deep:
-Fed preparing to cut rates
-Lucijan’s takeaways from WNA 2025
-A new position added to the portfolio.

https://nuclearupdate.com/p/nuclear-update-premium-september-6-2025

Enjoy!

01/09/2025

This week's newsletter:
⚛️Amazon, X-energy, KHNP Unite
🏛️Trump to Make Cold War-era Plutonium Available for Nuclear Power
🤯CFS Raises $863 Million to Accelerate Nuclear Fusion
📸Lights, Camera… Isotope?
https://nuclearupdate.com/p/amazon-x-energy-khnp-unite

Enjoy!

30/08/2025

⚛️ This week in Premium: Cameco’s 3–4M lb shortfall and what it means for supply, lessons from past WNA Symposiums, and what to expect this year.

Plus: an exclusive pre-release of Lucijan's interview with enCore Energy’s Bill Sheriff, watch it here before everyone else.