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Nuclear Stocks Sell Off After U.S. Army Launches Microreactor Program
The U.S. nuclear sector has been on a tear over the past couple of years, fueled by the global energy crisis, the clean energy revolution, and the AI boom, even as global electricity demand soars. Meanwhile, the uranium market is experiencing a structural supply deficit, creating potential challenges for nuclear operators. Unlike many commodities, uranium trading usually involves small volumes with specialized participants, making the nuclear fuel susceptible to significant uranium market volatility. Governments across the globe are repositioning…