Nuclear Update

Helping everyday people get smarter about nuclear investing. Trusted by 5k+ subscribers. Follow for news and insights ⚛️

[Nuclear Update @UpdateNuclear]

⚛️Last week in Premium I published a 30 page deep dive on Cameco @cameconews $CCJ $CCO.
I just made it free for everyone to read.
Inside:
-#Uranium mining and mills, production, exploration
-Fuel Services and non-Russian conversion leverage
-Westinghouse @WECNuclear and the reactor build pipeline
-GLE, the enrichment and #HALEU wildcard
-Contract book and pricing structure
-Financials and fundamentals
-Valuation, what’s priced in and what’s not

Read it here: https://t.co/fpb5uaZ2Jv

[zerohedge @zerohedge]

The Nuclear Co. And Brookfield Partner For New Large Reactor Projects https://t.co/Q6RPWrmZVz

[Nuclear Update @UpdateNuclear]

A single large data center can require as much power as a small city. That’s why tech companies are signing nuclear deals directly.

[Nuclear Update @UpdateNuclear]

@Mike_Matthew Yep, you’re trading operational risk for dependency on project success and regulation. For a lot of capital, that’s perhaps a better bet. Especially in complex sectors like nuclear. Just depends but good point 👌🏼

[Nuclear Update @UpdateNuclear]

Not all nuclear companies build reactors.

Some are starting to look more like royalty businesses:
➡️ fund projects early
➡️ take a % of revenue
➡️ skip the operational risk

A very unique way to get exposure.

[Nuclear Update @UpdateNuclear]

Subscribe to our newsletter to learn more about these companies and get weekly nuclear updates that matter ⚛️

https://t.co/Urey44LKTz

[Derek Quick @derekquick1]

Uranium & Nuclear Energy stocks were the top 120 performing stocks in the market, many up double digits.Uranium & Nuclear energy sectors combined is smaller than Ethereum market cap,All U.S. uranium producers & fuel developers combined smaller than Dogecoin. $LEU $UUUU $UEC $SMR

[Nuclear Update @UpdateNuclear]

The 1970’s nuclear energy boom vs present day ⚛️

[Muddy @ChrisTimmins]

Anaconda's report is well worth a read.

"Electrification will offer a decade of high returns, says Anaconda Invest's Renaud Saleur.

Forget political headlines and geopolitics, for veteran hedge-fund manager Renaud Saleur, it's all about the megatrends."

Side Note:
Look at the AI energy demand vs total growth projections.

[Uranium Insider @uraniuminsider]

For context, Engie has been reluctant to continue operations in Belgium and has been the primary driver of Belgian reactor closures. Tihange 1, Doel 1, and Doel 2 could return to the grid relatively quickly, technically speaking.

[Nuclear Update @UpdateNuclear]

The price gets attention but the contracts drive the move 👌🏼

[Steffan Szumowski @UnoMasReactor]

People will see these two charts and tell you with a straight face that nuclear energy is dead 🤡

[Nuclear Update @UpdateNuclear]

The more I learn about nuclear,
the more it feels like the market is pricing it like a commodity when it behaves more like infrastructure.

[Nuclear Update @UpdateNuclear]

This is what the market’s missing!! it’s not just about uranium demand, it’s about who can actually convert that into production. Execution >>> narrative.

[Ben @Bens_1]

$UUUU processed and packaged 1,000,000 lbs of #uranium so far in 2026.

That matters because Energy Fuels produced 1.015M lbs in all of 2025, and guided 2026 at 1.5M–2.5M lbs.

In other words: they’re already near last year’s full-year output.

The market talks about uranium supply.
White Mesa is actually putting pounds in drums.

#uranium #nuclear $UUUU

[Nuclear Update @UpdateNuclear]

Uranium price update 📊

[Nuclear Update @UpdateNuclear]

This type of policy confirms the cycle is well underway 👌🏼

[Nuclear Update @UpdateNuclear]

Big step for Canada and the nuclear trade as they commit to a major new energy strategy ⚛️ 📈

Here’s a quick breakdown on what this actually means:

[Nuclear Update @UpdateNuclear]

That’s how you go from participant ➡️ global supplier.