(Sep 19, 2025)
From ZeroHedge:
For those wondering why uranium stocks and the entire nuclear complex is exploding higher today, this may have something to do with it. Recall back in May, President Trump issued an executive order titled “Reinvigorating the Nuclear Industrial Base”…
…aimed at reviving America’s nuclear energy sector and reducing dependence on foreign suppliers for uranium and advanced reactor technology.
The sweeping directive, signed on May 23, 2025, laid out an aggressive timeline for federal agencies to produce plans, reports, and policy recommendations—some of which are now coming due this week. Specifically, the order’s requirement that the President be given a plan to expand domestic uranium conversion and enrichment capacity within 120 days (from May 23, 2025) is due tomorrow, but since that’s a Saturday, it’s very likely that the announcement will come some time later today.
The order otherwise emphasized the need to accelerate the United States’ nuclear capabilities in the face of global competition and national security concerns. It tasked the Department of Energy (DOE), in coordination with the Departments of Defense, Transportation, and Labor, among others, with rebuilding the nuclear fuel cycle, expanding uranium enrichment and reprocessing capabilities, and jumpstarting the construction of new nuclear power plants.
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