⚛️This week in premium:.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

🇮🇳 During his Aug 15 Independence Day speech, PM Modi announced India will boost nuclear power capacity tenfold by 2047 🤯 with 10 new reactors already in the works. 10x. Let that sink in. #nuclear #India #energy #uranium

🇨🇭 Switzerland has drafted legislation to lift its ban on new nuclear plants, reversing a 2018 phase-out plan, says Bloomberg. The gov’t wants a quick legal change, while the pro-nuclear “Stop the Blackout” movement calls for a slower but permanent constitutional guarantee.

Great interview! 🙌 My main takeaway is at 31:28:. "The inventory buffer that the industry has had the pleasure of relying on, forever, is actually gone right now. And that's really the biggest point. The supply that they're going to be relying on for the next 15 years and.

📰 Wall Street Journal: Nuclear power is having a pop culture moment, from TikTok influencers and viral ESPN signs to tech giants like Microsoft and Meta. US public support has surged to 60%, fueling policy shifts and new project momentum. #nuclear #energy #uranium

📈 Morgan Stanley recommends Talen ($TLN), Vistra ($VST) & PSEG ($PEG) as top US plays for the “nuclear renaissance.” . It has boosted its nuclear investment forecast to $2.2T by 2050, citing AI-driven demand, tight capacity & policy support. #nuclear #uranium #energy #AI

RT @SloCan68: 💥#BoomAlert💥 .Um, these are "Manhattan Project" #nuclear #smr timelines. America 🇺🇸 is making a statement, and the world bes….

RT @quakes99: ⚡️📰#Ontario's Bruce Power is seeking permits for constructing a new 4,800 Megawatts Bruce C #Nuclear power plant in #Canada🇨🇦….

🤑 Stifel Canada initiated coverage on IsoEnergy ($ISO) with a Buy and C$22 target, ~126% upside from yesterday’s close. Cites rare near-term U.S. production via Tony M mine, and high-grade Canadian upside at the Hurricane deposit, with U.S. policy tailwinds and Athabasca

🇹🇼 Maanshan nuclear plant shut in May 2025. A new TVBS poll shows 65% of Taiwan voters back restarting it. Turnout fears threaten the Aug. 23 referendum’s success, and low participation could block the measure for 2 years. #nuclear #Taiwan #energysecurity #uranium

⚛️ Penn’s Northeast, the economic development agency for NE Pennsylvania, calls data centers a “4th Industrial Revolution.” . They say AI growth, cheap natural gas, nuclear power, and cooler temps make the region a prime spot. #nuclear #energy #datacenters #AI #uranium

💰 Goldman Sachs has initiated coverage on Uranium Energy Corp ($UEC) with a Buy rating and a $13 target (30% upside). They cite UEC’s debt-free balance sheet, largest licensed US processing capacity, and leverage to rising uranium prices. #uranium #nuclear #UEC #investing

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⚛️What’s the Deal with SMRs?. This week’s free newsletter is all about Small Modular Reactors. They're modular, they're mighty, and they might change nuclear forever. Link in replies⤵️.#Nuclear #Uranium

🚨 This week in Premium:.PMI is tanking, payroll growth is the weakest since 2020, labor cracks are showing, yet history says this setup can be bullish when liquidity is still flowing. In uranium, term prices stay strong above spot, KHNP’s tender risks a repeat flop, and supply

RT @quakes99: 📰#India lays out plan for a nearly 12-fold #Nuclear #energy expansion from 8.8GW today to 100GW by 2047🇮🇳⚛️⏫🏗️👷 deploying bot….

📊 Tariffs make investing tricky, but there are still lots of opportunities according to CNBC. They note nuclear is benefiting from policy support and growing demand for stable power, with nuclear ETFs gaining traction. #nuclear #uranium #etfs #energy #investing #cnbc

🧠 Bloomberg: How Rich Countries Can Build Nuclear Cheaply Again. According to Rachel Slaybaugh, VC partner and former DOE nuclear lead, the West could build cheap nuclear too if we stopped treating every project like the first. China builds on repeat with coordination and low

⚛️According to Heatmap, the U.S. nuclear deal boom is real. From fusion VC rounds to AP1000 restarts and hyperscaler SMR deals, 2025 is shaping up to be the biggest year for nuclear since the 1970s. #nuclear #uranium #AI #energy #HeatmapNews