Uranium price and nuclear policy. The commodity of the AI power build-out.
What to watch: Spot U3O8; restart approvals; SMR licensing. It arrives weekly, and the effect typically lasts years.
It sits in tier 3 — Flows and mechanics: Moves prices without changing anything fundamental, on horizons from hours to weeks. Who is forced to buy or sell, and when. Ignore this tier and market moves will regularly look inexplicable.
Its neighbourhood
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