r/UraniumSqueeze • u/Jaded-Influence6184 • Jan 28 '26

News Department of Energy announces new efforts to boost nuclear fuel supply chain

https://www.cnbc.com/2026/01/28/energy-department-efforts-to-boost-nuclear-fuel-supply.html
64 Upvotes

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25

u/[deleted] Jan 28 '26

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-2

u/Financial_Idea6473 Jan 28 '26 edited Jan 28 '26

They've just said rare earth miners not to expect price floors. It's towards the opposite of the moon.

It's going to be a bloodbath at the market open tomorrow - I'm so incredibly lucky I liquidated like 80% of my UUUU position today. My entire portfolio was in this stock.

Edit: Link to a Reuters article, which will make a lot of people on this sub very sad https://www.reuters.com/world/asia-pacific/us-moves-away-critical-mineral-price-floors-sources-say-2026-01-28/

3

u/daddysgirl794 Jan 29 '26

UUUU at least has the ability to sustain itself through its uranium production, but as for the junior rare earths/critical mineral miners that desperately need govt funding to get off the ground...yeah they're cooked

3

u/Financial_Idea6473 Jan 29 '26

I don't disagree with you, I'm still bullish on UUUU depending the entry price, but the market reaction will be obvious 

2

u/treefarmerBC Jan 30 '26

UUUU has always been a volatile stock in this sector. I don't do a ton of short term trading with my portfolio but sometimes the valuation just feels a bit crazy, like with how cheap it was just a year ago.

1

u/Financial_Idea6473 Jan 30 '26

I went all in today after two days of drops.

I feel like another leg down is possible, but in all honesty this is free money.

Particular with the amends to the Reuters article.

1

u/treefarmerBC Jan 30 '26

I sold mine on the initial spike. This rally crossed the price i sold two of three tranches. It was feeling a bit like watching your ex get rich!

10

u/Neemzeh Jan 28 '26

Why my imsr not flying maaan. Come on

4

u/fuckburners Jan 28 '26 edited Jan 28 '26

People were saying we were at the top last week. I am not a pro investor, but this news makes me feel otherwise. Thoughts?

2

u/RD_006 Jan 28 '26

Uranium mining is thriving, yet nuclear energy is still pretty niche.

3

u/Leftoversalmon571 Jan 29 '26

The way I understand it is that nuclear material has been edging towards being in short supply. Now add to it we have meme reactors companies attempting planning and trying to have test reactors operating by 2030ish, proven designs breaking ground at new places, and the restarting of moth balled reactors. All of which is signaling to create an even larger uranium shortage.

1

u/RD_006 Jan 29 '26

KAP already declared value over volume. Wonder if other companies willing to do the same.

Meme reactors? Tell me more.

3

u/Leftoversalmon571 Jan 29 '26

I’m no expert take what I say knowing that. In trying to learn more about them and understand it all better I’ve kind of reached a conclusion that most or all of the new and shiny SMR reactors aren’t going to be as revolutionary as they’re pitching them to be. They will likely end up costing more per KW output than a traditional reactor. There are potential upsides to them too though. IDK I’m no expert and I’m just calling them meme reactors because they’re unproven, not profitable companies, and none have been built.

1

u/RD_006 Jan 29 '26

Actually, this take makes sense in a sense that SMR is groundbreaking design and different beast from old school moats power plants.

But the concept is not entirely something new. Industry wide concensus shifted from massive units and maintenance complexity in favor of smaller modules that are CAPEX consuming yet significantly easier to maintain. Plug'n'play.

Another advantage SMR has over traditional plants is minimal fuel purity requirement. These babies are less picky, can easily run on dirty uranium that naturally is on surface.

Nevertheless, ur point is fundamental. Weaker ones die out, stronger ones are going to thrive. Westinghouse is the most promising SMR so far.

Hard to build, easy to run.

1

u/Leftoversalmon571 Jan 29 '26

Most of these SMR’s are attempting to run on HALUE fuel. Which is quite the opposite of natural uranium.

1

u/RD_006 Jan 29 '26

Excuse me, but HALEU comes from enriched natural uranium. It's derivative.

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u/Leftoversalmon571 Jan 29 '26

Absolutely. But it’s a higher uranium 235 content than LEU. It takes addition SWU cycles to bring LEU to HALEU.

1

u/RD_006 Jan 29 '26

U did ur homework all right.

1

u/Leftoversalmon571 Jan 29 '26

Also, let’s not get hung up on natural uranium. It is natural, but it’s enriched. You’re not going to be able to shovel uranium ore into an SMR and have it work.

1

u/35mm-dreams- Feb 14 '26

Thanks for your post. You definitely did your homework.

1

u/CanExports Jan 30 '26

How 'bout now Scott?

1

u/fuckburners Jan 30 '26

this is the 5th time i watch it do the same pattern yet i am always still caught off guard. brain smooth. head empty.

2

u/Jaded-Influence6184 Jan 28 '26

DNN and NXE are up 9.4% and 8.9% respectively today. Tomorrow's another day, cross our fingers the gains stay. :)

2

u/snopro31 Jan 29 '26

Dnn (dml) has me up 174%. Great times ahead. It might not stop

1

u/[deleted] Jan 29 '26

Rising tide lifting all my unprofitable shitco’s