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☢️ Nuclear

Reactors, uranium and enrichment, SMRs, utilities, and global nuclear policy.

Nuclear — Uranium Spot Prices Hold Near $85/lb as Supply Tightens and Deals Advance
☢️ NuclearJuly 13, 2026

Uranium Spot Prices Hold Near $85/lb as Supply Tightens and Deals Advance

Over the week ending July 13, 2026, uranium spot prices remained stable around $85 per pound amid reports of tighter supply from major producers and continued policy support for nuclear expansion. Key moves included a U.S. DOE contract for HALEU production, rising domestic output data, and new international fuel supply and export agreements. Long-term contract prices stayed elevated near multi-year highs, reflecting structural demand growth from power needs and reactor builds.

AI Weekly Brief3 min
Nuclear — US advanced reactor tests advance toward July 4 target amid stable uranium prices
☢️ NuclearJuly 6, 2026

US advanced reactor tests advance toward July 4 target amid stable uranium prices

The past week highlighted continued progress in U.S. advanced reactor demonstrations under the DOE Reactor Pilot Program, with multiple projects on track for criticality by July 4, 2026. Uranium spot prices held near $85 per pound while long-term contract prices remained firm around $94. Globally, China maintained its lead in new reactor connections and construction starts, while policy and investment momentum supported broader nuclear expansion tied to rising electricity demand.

AI Weekly Brief3 min