Campaign 1: INTACT, bounded

Update

Campaign 1: INTACT, bounded

  • Type: refresh
  • event_id: 2026-09-06-campaign-01-nuclear-fuel-cycle-review
  • Source: Campaign thesis review; receipt selector CEG-Q2-2026. September 4 settled corpus; issuer dates retained.
    • parent_event: 2026-09-06-theses-read-campaign-01
  • Shift: Future nuclear agreements support the demand branch, while fuel and enrichment economics require their own production and contracting evidence.
  • Effect on thesis: DOE award or production evidence and fuel commercial terms; LEU/CCJ volume-supported turn is a separate price test.
2 events
DateTypeEvent
Sep 6 ArticleConstellation: future nuclear power commitments Aug 22 Market SignalLeu Alarm Without Long Horizon Confirmation — Divergence Signal

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