FROM THE DESK

Open research on physical
commodity markets.

Flagship deep-dives written by the Volkon desk — supply, freight, and the forward curve, traced from primary data to the trade. Every piece is free to read in full on our research site.

  • nuclear
  • uranium
  • power
  • fuel-cycle

The Nuclear Bid

The AI buildout has put a standing bid under the slowest asset in energy. A desk read of the fuel cycle, the buyers and what actually clears.

Hyperscalers are contracting twenty-year nuclear offtake before a single dedicated electron flows. We trace the bid from the uranium spot market through the conversion and enrichment chokepoints to the reactors that can answer it, and price the gap between announcement and megawatt.

Read in full — 20 min

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