Economy Nuclear stocks surge after Trump signs orders to boost industry

[LeonardoBjj]

By Vallari Srivastava and Medha Singh

May 23 (Reuters) - Shares of nuclear power companies closed higher on Friday after U.S. President Donald Trump signed executive orders seeking to jumpstart the industry.

The orders direct the nation's independent nuclear regulatory commission to cut down on regulations and fast-track new licenses for reactors and power plants.

U.S. power consumption is estimated to reach record highs in 2025 and 2026, after stagnating for nearly two decades, as power-hungry data centers dedicated to artificial intelligence and crypto miners plug into the grid.

"Our confidence in the AI revolution data center buildout is increasing under the Trump administration, with nuclear energy ultimately playing a key role in powering data centers," Wedbush analysts said.

The orders also seek to reinvigorate uranium production and enrichment in the U.S. to help meet surging power demand.
Shares of uranium mining companies Uranium Energy (UEC.A), opens new tab, Energy Fuels (UUUU.A), opens new tab and Centrus Energy (LEU.A), opens new tab jumped between 19.6% and 24.2%. Canadian miner Cameco (CCO.TO), opens new tab was up nearly 10%.

The Global X Uranium ETF (URA.P), opens new tab, which invests in a broad range of uranium-linked stocks, rose more than 11.6%.

Nuclear utilities Constellation Energy (CEG.O), opens new tab, Vistra (VST.N), opens new tab, GE Vernova (GEV.N), opens new tab all added more than 1.2%.

Nuclear energy has garnered renewed interest from investors and companies, as it is considered to be a cleaner source of fuel and more reliable than wind or solar energy.

The industry is also expected to benefit from Trump's sweeping tax and spending bill, which rolled back many green-energy subsidies but preserved tax credits for nuclear energy.

"We are clearly witnessing the billowing of tailwinds behind the broader nuclear industry," H.C. Wainwright analysts said.
Nano Nuclear Energy (NNE.O), opens new tab led the gains for companies involved in developing new nuclear technology, with its shares surging more than 30%. Sam Altman-backed nuclear startup Oklo (OKLO.N), opens new tab gained 23.1%, while NuScale Power (SMR.N), opens new tab soared 19.6%.

https://www.reuters.com/business/en...p-executive-orders-boost-industry-2025-05-23/

 

[LeonardoBjj]

Trump sets out aim to quadruple US nuclear capacity​

Saturday, 24 May 2025

US President Donald Trump has signed a series of executive orders titled Reinvigorating the Nuclear Industrial Base, Reforming Nuclear Reactor Testing at the Department of Energy and Ordering the Reform of the Nuclear Regulatory Commission with the goal of "re-establishing the United States as the global leader in nuclear energy".

The aim is to increase US nuclear energy capacity from 100GW to 400GW by 2050, including the Department of Energy (DOE) prioritising work "with the nuclear energy industry to facilitate 5 gigawatt of power uprates to existing nuclear reactors and have 10 new large reactors with complete designs under construction by 2030".

Among the measures included are a reorganisation and cuts to the Nuclear Regulatory Commission and an order for licence decisions on the construction and operation of new reactors to be taken within a maximum 18 months.

The president was joined in the Oval Office on Friday afternoon for the announcements by representatives from the US nuclear industry and Secretary of the Interior Doug Burgum, who is Chairman of the National Energy Dominance Council, and Secretary of Defense Pete Hegseth.

A White House statement summarising the impact of the orders, said: "Today's executive orders allow for reactor design testing at DOE labs, clear the way for construction on federal lands to protect national and economic security, and remove regulatory barriers by requiring the Nuclear Regulatory Commission to issue timely licensing decisions."

The executive order Reinvigorating the Nuclear Industrial Base's purpose is described as: "The United States originally pioneered nuclear energy technology during a time of great peril. We now face a new set of challenges, including a global race to dominate in artificial intelligence, a growing need for energy independence, and access to uninterruptible power supplies for national security ... as American deployment of advanced reactor designs has waned, 87 percent of nuclear reactors installed worldwide since 2017 are based on designs from two foreign countries. At the same time, the Nation’s nuclear fuel cycle infrastructure has severely atrophied, leaving the United States heavily dependent on foreign sources of uranium as well as uranium enrichment and conversion services. These trends cannot continue.

"Swift and decisive action is required to jumpstart America’s nuclear energy industrial base and ensure our national and economic security by increasing fuel availability and production, securing civil nuclear supply chains, improving the efficiency with which advanced nuclear reactors are licensed, and preparing our workforce to establish America’s energy dominance and accelerate our path towards a more secure and independent energy future."

It aims to strengthen the domestic fuel cycle with a report required within 240 days to "recommended national policy to support the management of spent nuclear fuel and high-level waste and the development and deployment of advanced fuel cycle capabilities to establish a safe, secure, and sustainable long-term fuel cycle". This includes "recommendations for the efficient use of the uranium, plutonium, and other products recovered through recycling and reprocessing; recommendations for the efficient disposal of the wastes generated by recycling or reprocessing through a permanent disposal pathway; a recommended process for evaluating, prior to disposal, nuclear waste materials for isotopes of value to national security, or medical, industrial, and scientific sectors".

- This isnt as bad as our last movies, is?

It also calls for a programme "to develop methods and technologies to transport, domestically and overseas, used and unused advanced nuclear fuels and advanced nuclear reactors containing such fuels in a safe, secure, and environmentally sound manner, including any legislation required to support this initiative" and within 120 days the Energy Secretary "shall develop a plan to expand domestic uranium conversion capacity and expand enrichment capabilities sufficient to meet projected civilian and defense reactor needs for low enriched uranium (LEU), high enriched uranium (HEU) and high assay, low enriched uranium (HALEU), subject to retention of such stockpiles as are necessary for tritium production, naval propulsion, and nuclear weapons".

There will also be an end to the general "surplus plutonium dilute and dispose" programme and instead a programme will be established to dispose of surplus plutonium by processing and making it available to industry in a form that can be utilised for the fabrication of fuel for advanced nuclear technologies, the order says.

There will also be energy-defence department work to "assess the feasibility of restarting or repurposing closed nuclear power plants as energy hubs for military microgrid support, consistent with applicable law, focusing initially on installations with insufficient power resilience or grid fragility".

There is also a section on expanding the nuclear energy workforce, saying that "within 120 days of the date of this order, the Secretary of Labor and the Secretary of Education shall seek to increase participation in nuclear energy-related Registered Apprenticeships and Career and Technical Education programs".

 

[oldshadow]

Expect the demorats to throw a hissy fit over this.

If proper safety is in place its the way to go.

We need more research and development of reducing low level waste and better ways to reduce spent fuel.


The big problem is where the waste goes because the new site has not opened due the people fighting it.

"Yucca Mountain's nuclear waste repository program was halted due to a combination of political opposition and concerns about the site's suitability, despite initial approval by Congress. The Obama administration pulled support and ultimately withdrew the license application, citing it as "not a workable option" and favoring a broader national consensus on alternatives."

China is ahead of on this and they should not be.

 

[HOLA]

He signed an executive order to boost the industry, but his budget hurt the industry, ending tax credits for the industry etc. The energy secretary (who was a board member of a nuclear startup) got the nuclear industry excluded from some of the cuts though.

 

[LeonardoBjj]

The Reforming Nuclear Reactor Testing at the Department of Energy executive order says "commercial deployment of new nuclear technologies has all but stopped. The Idaho National Laboratory has principal responsibility for constructing and testing new reactor designs; it concluded construction of new reactors in the 1970s. Our proud history of innovation has succumbed to overregulated complacency".

It adds "the United States needs a reliable, diversified, and affordable supply of energy to drive development of advanced technologies, manufacturing, transportation, agriculture, and defense industries, and to sustain modern life and national security. Nuclear energy both is vital to this effort and has never held so much promise ... advanced reactors - including microreactors, small modular reactors, and Generation IV and Generation III+ reactors - have revolutionary potential. They will open a range of new applications to support data centers, microchip manufacturing, petrochemical production, healthcare, desalination, hydrogen production, and other industries".

- I'm tired of those zombies, they're as dumb as a leftard. But arent stink enought!

It says that "within 90 days of the date of this order, the Secretary shall take appropriate action to revise the regulations, guidance, and procedures and practices of the Department, the National Laboratories, and any other entity under the Department’s jurisdiction to significantly expedite the review, approval, and deployment of advanced reactors under the Department’s jurisdiction. The Secretary shall ensure that the Department’s expedited procedures enable qualified test reactors to be safely operational at Department-owned or Department-controlled facilities within 2 years following the submission of a substantially complete application".

There will also be a pilot programme established for reactor construction and operation outside of the National Laboratories, with the goal of three reactors reaching criticality by 4 July 2026.

- Finally. My conservative dream has come to life. A excuse to empty my guns on my neighboorns.

There will also be action taken "consistent with applicable law" to "use all available authorities to eliminate or expedite the Department’s environmental reviews for authorizations, permits, approvals, leases, and any other activity requested by an applicant or potential applicant".

The executive order Ordering the Reform of the Nuclear Regulatory Commission says that between 1954 and 1978 the US "authorised the construction of 133 since-completed civilian nuclear reactors at 81 plants. Since 1978, the Nuclear Regulatory Commission (NRC) has authorized only a fraction of that number; of these, only two reactors have entered into commercial operation".

The order says that "instead of efficiently promoting safe, abundant nuclear energy, the NRC has instead tried to insulate Americans from the most remote risks without appropriate regard for the severe domestic and geopolitical costs of such risk aversion".

It proposes that the NRC working with the Department of Government Efficiency "reorganize the NRC to promote the expeditious processing of license applications and the adoption of innovative technology.

- I think it's better to give up. Every zombie series makes us as idiot, and a stupidy teen is able to surviver without training. We can go to a far away insland and marry sexy-dolls!

The NRC shall undertake reductions in force in conjunction with this reorganization". It proposes fixed deadlines for its evaluation and approval of licences, including "a deadline of no more than 18 months for final decision on an application to construct and operate a new reactor of any type, commencing with the first required step in the regulatory process, and a deadline of no more than 1 year for final decision on an application to continue operating an existing reactor of any type, commencing with the first required step in the regulatory process".

Answering questions from reporters after signing the orders. President Trump said that nuclear was "safe and clean" and said the country aimed to build small modular reactors but "we'll build the big ones too ... I think we're going to be second to none because we are starting very strong. But it's time for nuclear and we're going to do it very big".

Among those attending the Oval Office event was Nuclear Energy Institute (NEI) President and CEO Maria Korsnick who thanked the president for "leaning in" to support and bring attention to commercial nuclear energy.

- Sir. If i have ex with a zombie. It's considered necrophilia?

And in a statement after the signings event, an NEI spokesperson said: "We appreciate the Administration’s ongoing actions to preserve existing nuclear plants and usher in the deployment of next generation nuclear. Policies to strengthen nuclear are essential to bolstering our national security and meeting our energy goals. We look forward to working with the Administration and other stakeholders to ensure the implementation of the orders will help us build a reliable, affordable, and increasingly clean energy system."


https://world-nuclear-news.org/articles/trump-sets-out-aim-to-quadruple-us-nuclear-capacity

 

[HOLA]

The company is OKLO, BTW. That Chris Wright, the energy secretary, was on the board of, before his appointment. Up 23% yesterday.

 

[Otto!]

Curious to see how many insiders bought the right stock, just hours before the announcement, purely by coincidence of course…

 

[Stoic1]

This is a good idea.

 

[HereticBD]

He signed an executive order to boost the industry, but his budget hurt the industry, ending tax credits for the industry etc. The energy secretary (who was a board member of a nuclear startup) got the nuclear industry excluded from some of the cuts though.

The company is OKLO, BTW. That Chris Wright, the energy secretary, was on the board of, before his appointment. Up 23% yesterday.

Don't hurt yourself trying to find something bad about this.

 

[HOLA]

Don't hurt yourself trying to find something bad about this.

Did I say something untrue? What are you even upset over this time? Does this even really concern you, Cucknadian? Or have we invaded and conquered your country already?

 

[HereticBD]

Did I say something untrue? What are you even upset over this time? Does this even really concern you, Cucknadian? Or have we invaded and conquered your country already?

You sound pretty upset that I pointed out the extremely obvious game you're playing.

"This is bad 'cause some guy owns stocks! Bad Trump!"

You guys are so lame and defeated. Any other hot takes from Reddit you'd like to post?

 

[HOLA]

You sound pretty upset that I pointed out the extremely obvious game you're playing.

"This is bad 'cause some guy owns stocks! Bad Trump!"

You guys are so lame and defeated. Any other hot takes from Reddit you'd like to post?

I never said anything like that nincompoop. You're so ultra-protective of Donald Trump that me just commenting on a story he's involved in sends you into a temper-tantrum.

 

[HereticBD]

I never said anything like that nincompoop. You're so ultra-protective of Donald Trump that me just commenting on a story he's involved in sends you into a temper-tantrum.

You're just mad because I pointed out the obvious game you're playing.

It's so easy, because you sniveling little shits are so obvious with your intentions. You really think you're fooling people, because all you do is talk to other sniveling little shits. Hence your current meltdown over me pointing it out.

This ain't Reddit, bruh.

 

[HOLA]

You're just mad because I pointed out the obvious game you're playing.

It's so easy, because you sniveling little shits are so obvious with your intentions. You really think you're fooling people, because all you do is talk to other sniveling little shits. Hence your current meltdown over me pointing it out.

This ain't Reddit, bruh.

You sound like a paranoid schizophrenic.

 

[HereticBD]

You sound like a paranoid schizophrenic.

Sure. Sorry I called out the very obvious narrative you tried to paint.

 

[aerius]

Ain't happening. The US doesn't have the heavy industry needed to build the pressure vessels for the reactor cores. All the forging presses used to make the pressure vessels were either sold off or scrapped decades ago and the US manufacturers of that machinery long gone as well. The only way the US can build nuke plants for the foreseeable future is by sourcing the parts from Japan or South Korea, it'll take at least 5-10 years to rebuild all the industry that's needed in the US and that's only if it goes all-in on a money no object program.

 

[Scheme]

Is there enough talent to work nuclear facilities? Or is it all automated these days?

 

[Long Dark Blues]

Ain't happening. The US doesn't have the heavy industry needed to build the pressure vessels for the reactor cores. All the forging presses used to make the pressure vessels were either sold off or scrapped decades ago and the US manufacturers of that machinery long gone as well. The only way the US can build nuke plants for the foreseeable future is by sourcing the parts from Japan or South Korea, it'll take at least 5-10 years to rebuild all the industry that's needed in the US and that's only if it goes all-in on a money no object program.

Everything I've read said the top being 7 years for getting ultra-heavy forging up and running and ready to meet demand. Granted, still within the window that you mentioned.

I started reading about this in 2009, in government and industry papers. Then by 2012 the issue started popping up in mechanical engineering trade publications.

If it is still an issue now, why the hell didn't they get the ball rolling back then?!

 

[Beechwood]

My granddad if he was still with us would be excited. He discovered the largest uranium mine in the state of Oregon.

It does seem many tech firms are wanting and turning to nuclear energy as they will be able to power the new AI technology. Not enough power can be generated from blue solar panels and windmills to handle the new energy needs that are projected.

Going Nuclear​

The only thing worse than not getting what you want is getting what you want.​

https://www.frontpagemag.com/going-nuclear/

.....Whitmer is worried about an election, but Newsom isn’t. Still with enough blackouts, even long-suffering California lefties might start reexamining their politics. Misery is one thing, total breakdown is another and the energy grid is stretched pretty thin in many places.

The current phase of environmentalist dogma has embraced the fictitious idea of carbon emissions. That leaves nuclear plants much more in the clear than wind turbines. But environmentalism was never about science, it was about neo-romanticist opposition to the industrial revolution. And nuclear plants, the atomic image, triggered massive amounts of instinctive revulsion precisely because of the incredible promise of cheap energy.

After spending generations blocking that promise at every turn, the greens led their party into a stalemate with a choice between civilizational shutdown and nuclear energy.

Their dogma may have paved the way for a larger defeat.

 

[GhostZ06]

Expect the demorats to throw a hissy fit over this.

If proper safety is in place its the way to go.

We need more research and development of reducing low level waste and better ways to reduce spent fuel.


The big problem is where the waste goes because the new site has not opened due the people fighting it.

"Yucca Mountain's nuclear waste repository program was halted due to a combination of political opposition and concerns about the site's suitability, despite initial approval by Congress. The Obama administration pulled support and ultimately withdrew the license application, citing it as "not a workable option" and favoring a broader national consensus on alternatives."

China is ahead of on this and they should not be.

We really don't need any more, are you insane? He fired a tone of people in the nuclear Safety department and reduced our overall civilian work force because of the "warrior ethos". The United States possessed 1,770 deployed nuclear warheads, 1,938 in reserve...you think we need more?


Our ONLY issue is we failed to modernized our ICBMs force which is why its taking so long to make Sentinel. We also failed to expand on ABM defensive capabilities.


What we need is more nuclear power planets to fix the energy problems that we have and to modernize that sector an focus on next generation stuff. Not focus on building more.