Uranium Unleased people reported in mid-March 2026 that the US is considering a special forces operation to physically seize Iran's uranium. 450kg of 60%-enriched material. Unseen by inspectors for 9 months. Enough for 11 nuclear bombs. And nobody in the uranium sector is talking about it. That's just one of five stories that moved the uranium market this week.
This week on Uranium Weekly:
the Iran nuclear seizure story that broke on March 8 and what it actually means for uranium investors — plus Canada greenlights TWO major new uranium mines in the same week, Cameco closes a C$2.6 billion deal with India, and the one price signal that tells you the bull market structure is still completely intact.
THIS WEEK:
► The Trump administration's reported consideration of a special forces operation to seize or dilute Iran's stockpile of 60%-enriched uranium — what it means for nuclear security and uranium market risk premiums
► NexGen Energy (NXE) receives its Licence to Prepare Site and Construct for Rook I — the largest undeveloped uranium project ever permitted, targeting 30 million lbs/year production
► Cameco (CCJ) signs a nine-year, 22-million-pound uranium supply agreement with India's Department of Atomic Energy during PM Carney's state visit — deliveries begin 2027
► Denison Mines (DNN) makes its Final Investment Decision for the Phoenix ISR uranium mine — construction begins March 2026, first production mid-2028
► Uranium long-term contract price climbs to $90/lb — highest since 2008 — while spot holds at $86.95.
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