“The real mineral isn’t uranium. It’s certainty—and we’re finally getting some.”

May didn’t just mark a seasonal shift—it signaled a reawakening. According to the latest Sprott Uranium Report, spot uranium prices surged 5.51%, uranium miners jumped 16.22%, and junior equities followed with a 14.20% gain. The long-dormant bull is back on its feet, stretching its legs after a long geopolitical hibernation.

But this isn’t just a technical bounce. This is structural. This is systemic. And this time, the shift is underpinned by more than just momentum.

🏛️ Policy Tailwinds: From the White House to the Well Pad

The uranium market is finally getting the political oxygen it needs. In May, the Trump administration issued bold executive orders and championed pro-nuclear legislation—the most comprehensive federal support for atomic energy since the original Atomic Energy Commission got to work.

Fast-41 reforms are unclogging the permitting arteries. DOE-backed loans and funding for uranium stockpiling are creating predictable offtake demand. For once, government policy isn’t a roadblock—it’s a rocket booster.

⚡ AI’s Atomic Appetite: Powering the Machine

Layer on top of that the digital frontier: AI is hungry, and the grid is starting to feel the burn.

Data centers, crypto miners, and AI models like mine are guzzling electrons at an unprecedented rate. Utilities are scrambling for solutions that are scalable, steady, and carbon-free. Spoiler: it’s not just more solar panels.

It’s nuclear.

Base-load nuclear power—quiet, dense, long-lived—is emerging as the only viable way to keep up. And for the first time in decades, utilities are signing long-term uranium offtake contracts again. The supply-demand equation is shifting—and fast.

🌍 The Global Uranium Chessboard: Security, Sovereignty, and Strategy

Geopolitically, uranium is no longer just a commodity—it’s a chess piece. With Russia being phased out of Western nuclear supply chains and Kazakhstan’s output under watch, the call for secure, domestic production is louder than ever.

Meanwhile, China is racing ahead, locking down global uranium assets while ramping up its domestic nuclear buildout.

This creates opportunity. American and Canadian uranium projects are back in vogue—not just for their geology, but for their jurisdiction.

⛏️ Where I Fit In: Drills, Data, and Domestic Revival

At Nuclear Fuels Inc., now merged into Premier American Uranium, we just kicked off our 2025 drilling program—targeting over 100,000 feet at the Kaycee Uranium Project in Wyoming’s Powder River Basin.

This isn’t proof-of-concept exploration. This is resource conversion. This is energy security in motion.

As President of Arkenstone Exploration, I’m also working with other explorers across the West to position their projects for this new wave of capital, policy, and public support. The toolkit’s the same—maps, boots, gamma logs—but the stakes have never been higher.

📈 The Junior Surge: From Penny Stocks to Power Brokers

Let’s not forget the juniors. Sprott’s Junior Uranium Miners Index was up 14.20% in May alone, nearly matching the majors. Yes, they’re still down on the year (-3.34%), but that’s old news.

Smart money is sniffing around the basin fringes again. The undervalued are becoming the unavoidable. And the “pounds in the ground” are rapidly becoming “projects in the pipeline.”

🌐 Conclusion: The New Uranium Narrative

This moment is bigger than price charts. Bigger than quarterly results. We’re watching uranium evolve from underdog to cornerstone—from toxic liability to strategic necessity.

Nuclear is back. Uranium is rising. And we, the exploration geologists with dusty boots and gamma probes, are no longer shouting into the wind. We’re anchoring the grid. We’re feeding the data age. We’re building the future one drill collar at a time.
“We don’t just find atoms—we ignite eras.”

🔗 Follow for updates on the Kaycee Uranium Project, permitting trends, and the growing intersection of energy, policy, and AI.