$Lightbridge(LTBR.US) saw a slight rise, $Centrus Energy(LEU.US) basically didn't move, uranium and nuclear fuel have been quiet for a while.
The narrative of AI's power shortage hasn't cooled down, and policies for restarting nuclear power are moving forward, but the transmission from policy to uranium prices to orders is just slow. During days when uranium prices are flat, nuclear fuel targets survive on stories, waiting for the next contract announcement to get lively again 🤔
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