Why now: campaign-01: capital deployment window 2026-09-08

What was noticed?

Future nuclear agreements support the demand branch, while fuel and enrichment economics require their own production and contracting evidence.

Why might it matter?

The campaign verdict is INTACT, bounded. The unresolved branch cannot be promoted from a price move or a historical model alone.

What evidence is real, and what is still only a pointer?

Receipt selector: CEG-Q2-2026 in the campaign thesis review and its accompanying receipts.

Still required: Enrichment awards and production, uranium pricing and fuel commercial terms.

Which existing research does it update or duplicate?

The registered nuclear-fuel-cycle perspective. This question tracks the unresolved branch of the campaign review, not a duplicate completed finding.

What should be written if the evidence clears?

A sourced perspective update adjudicating this exact test: DOE award or production evidence and fuel commercial terms; LEU/CCJ volume-supported turn is a separate price test.

Reviewed September 6 using September 4 settled prices. September 7 is the U.S. Labor Day holiday; the decision window is September 8.