Helping everyday people get smarter about nuclear investing. Trusted by 5k subscribers. Follow for news and insights ⚛️
Joined May 2024
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30 Dec 2025
⚛️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: nuclearupdate.com/p/cameco-t…
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Nuclear Update retweeted
May 5
The Nuclear Co. And Brookfield Partner For New Large Reactor Projects zerohedge.com/energy/nuclear…
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May 1
A single large data center can require as much power as a small city. That’s why tech companies are signing nuclear deals directly.
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May 1
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.
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Subscribe to our newsletter to learn more about these companies and get weekly nuclear updates that matter ⚛️
nuclearupdate.com/subscribe
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Nuclear Update retweeted
Apr 30
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
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Nuclear Update retweeted
Apr 30
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.
Apr 29
Anaconda's Renaud Saleur expects #Uranium will reach $200 per pound by end of 2027 from around $85 currently, citing a yearly #Uranium shortage of 30,000 tons.
LINK: morningstar.com/news/marketw…
#Nuclear #Energy #Commodity #Commodities #investment #investments
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Nuclear Update retweeted
Apr 30
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.
Apr 30
BREAKING: Belgium is moving to nationalize its nuclear fleet. The gov signed a Letter of Intent with French operator, Engie, for a full takeover of all reactors and liabilities. Dismantling of shuttered reactors has been HALTED.
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Apr 30
The price gets attention but the contracts drive the move 👌🏼
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Nuclear Update retweeted
Apr 29
People will see these two charts and tell you with a straight face that nuclear energy is dead 🤡
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Apr 29
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.
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Apr 29
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.
$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
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Apr 29
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:
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