A Strategic Uranium Reserve & Price Floors are coming.
Domestic producers cannot compete with state subsidized foreign supply, making government backed price floors necessary to de-risk the billions in capital required to rebuild the nuclear fuel supply chain.
Enforcing those floors to meet the resilience mandate requires the government to act as a guaranteed buyer, effectively leading to the creation of a physical Strategic Uranium Reserve to buffer the grid against future shocks.
https://federalregister.gov/documents/2025/12/19/2025-23443/notice-pursuant-to-the-defense-production-act-of-1950…

Strategic Uranium Reserve Incoming  x.com/uraniuminsider…

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Daily market data review and trend analysis, produced by PANews.
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