Nuclear & Uranium

Uranium prices have broken back through $100/lb for the first time since January 2024, driven by utility buying and investor demand.

• Energy Fuels...

Data centers now draw 6% of US electricity amid rising backlash once footprints exceed 5% of national grids.

• Oncor alone faces 127 GW of...

• Federal funding extends existing plants: Diablo Canyon secured up to $1.1 billion in DOE credits via 2023 environmental approval.
• Next-gen SMRs...

AI data center power needs are outpacing models, with Goldman Sachs projecting 8–9% of US electricity by 2030.

• Regulatory shortcut risks:...

AI infrastructure is forcing power and compute to merge as one challenge.

• Nuclear angle: NANO Nuclear's SMCI tie-up targets microreactors for...

• Vanguard and BlackRock are buying millions of UEC shares amid AI-driven nuclear resurgence
• UEC benefits from unhedged production selling at...

Orano's planned US enrichment facility has entered an accelerated regulatory review, extending its 15-year track record of supplying American reactors...

AI's explosive power needs are reshaping nuclear energy through rising uranium values, tech giant demand, and real-world grid friction.

• Uranium...

• Spot uranium climbed $1.75/lb in April to $86.25, with long-term indicators at $93.
• UEC maintains a debt-free balance sheet while holding its...

Policy support, land moves, utility deals, and analyst upgrades are converging to accelerate SMR deployment for AI power.

• Policy boost: DOE's $94M...

Orano is advancing Project IKE after NRC acceptance for review, building on 15 years of using ETC centrifuges in France to enrich and supply uranium for American reactors. This step strengthens the U.S. uranium supply chain.

The $66.8 billion deal creates the world's largest regulated utility, serving over ten million customers across Florida, Virginia, and the...

• Eastern US power prices surged 76% in PJM as AI data centers multiply.
• Western crunch hits Lake Tahoe, with Nevada facilities pressuring service for 50,000 California customers.
• The pattern reveals coast-to-coast grid strain from AI energy demand.

Uranium supply is the hidden bottleneck in the AI-driven nuclear renaissance, as a 69,000-tonne global shortage threatens to outpace new production...

Utility SMR Siting Progress

• 🔥 Nebraska Site Selection: NPPD selected Beatrice, Brownville, Norfolk, and Sutherland as potential sites for a...

A new decision-making approach gives policymakers tools to manage data center growth while protecting consumers, the economy, and the climate, helping maintain grid reliability that indirectly supports rising nuclear demand from AI power needs.

International collaboration and utility-led planning are speeding SMR and Generation IV projects across the continent.

• Gen-4 push: Hyundai E&C...

NLR offers diversified, lower-beta nuclear exposure amid surging AI data center power needs. Valuations look rich but are easing, positioning the ETF as a balanced way to play the broader nuclear renaissance without single-stock volatility.

Trump’s pledge that the US will recover uranium from Iran has left prediction markets largely unmoved, with the odds of obtaining enriched uranium by...

Power constraints from surging AI demand are transforming data center finance, pulling outside capital in earlier through GPU financings and land-cost facilities. These shifts signal intensifying competition for reliable baseload power.