Policy and Regulatory Tailwinds
DOE '3 by 33' campaign, NRC licensing requests, WH Nuclear Lifecycle Innovation Campuses (5 states), Saudi 123 Agreement, Iran conflict, New Jersey moratorium lift. India opens nuclear to private investment. Heavy-forging bottleneck identified. Sizewell B life extension adds to regulatory momentum. Centrus HALEU monopoly and DOE contracts. Idaho selected as finalist for nuclear campus. Westinghouse confidential IPO filing signals growing financial infrastructure for nuclear.
Sources (3)
Updated Jul 31, 2026