All right. So, your stock's got an additional boost, not only from this army program, but the White House really emphasizing having a bigger uranium stockpile. So far, what have you seen when it comes to the administration and your business.Well, as as you said, we've been on a historic tear here. There's been a huge demand for nuclear power. And as as most of you viewers probably know um all of the reactors almost all the reactors require uranium enrichment and there's only five current enrichers in the wo ...

The UN nuclear watchdog has been unable to verify the size and location of Iran’s stockpile of highly enriched uranium since June. Here's what we do, and don't, know about the country's atomic capabilities https://t.co/GJGc4LqKhT ...

Nuclear Energy Development - US aims to rebuild the entire nuclear supply chain, including reactor technologies, uranium enrichment, and fuel fabrication [2] - The goal is to reduce reliance on foreign nuclear fuel sources, including Russia [3] - The US Department of Energy is providing grants and working with partner companies to establish a domestic nuclear fuel cycle [2] - The construction of new nuclear reactors and increased nuclear power generation are expected to drive down electricity prices and support the AI race and re-industrialization [7] - Surplus plutonium may be used as fuel in next-generation reactors [6] Timeline and Investment - Bringing the nuclear capacity online is expected to take two to three years [3] - Billions of dollars in venture capital are being invested in fusion energy [9] Government and State Support - The Trump administration and the Department of Energy are making a rapid pivot towards nuclear energy [4] - The Department of Energy will support New York and other states in developing new nuclear capacity [10] - Increased use of natural gas in the short term can lower electricity prices and home heating costs, while nuclear energy offers a medium-term solution [11]

The UN nuclear watchdog has been unable to verify the size and location of Iran’s stockpile of highly enriched uranium since June. Here's what we do, and don't, know about the country's atomic capabilities. https://t.co/KWG05xUfvm ...

Nuclear power was supposed to be dead. Now Microsoft's resurrecting Three-Mile Island to power AI and China is building 150 new nuclear reactors. And the demand for uranium is now expected to more than double by 2040.The problem is the mines producing uranium today will be empty after 2030 and new ones take 20 years to develop. So, governments are scrambling for uranium they don't have and can't make. Looks like the most hated commodity of the last generation is about to become the most fought over.And that ...

Core Insights - Centrus Energy (LEU) is planning to significantly expand its uranium enrichment plant in Piketon, OH to increase production of Low-Enriched Uranium (LEU) and High-Assay, Low-Enriched Uranium (HALEU) [1][8] - The expansion is contingent on securing funding from the U.S. Department of Energy (DOE), which is reviewing proposals for increasing domestic LEU and HALEU production [2][8] - Centrus has raised over $1.2 billion through convertible note offerings and secured more than $2 billion in contingent purchase commitments from utility customers [3] Expansion Plans - The expansion will involve adding thousands of additional centrifuges to enable large-scale production [2] - A Memorandum of Understanding (MOU) has been signed with Korea Hydro & Nuclear Power (KHNP) and POSCO International to attract private capital for the expansion [3][4] - The project is expected to create 1,000 construction jobs and 300 operational jobs at the Piketon site, along with supporting jobs in Tennessee and across the supply chain [5] Competitive Position - Centrus Energy is the only U.S.-based company that manufactures centrifuges and related equipment using exclusively American technology, differentiating it from foreign competitors [6] - Centrus Energy's stock has increased by 314.4% this year, outperforming the industry average growth of 14.8% [7][9] Financial Estimates - The Zacks Consensus Estimate for Centrus Energy's 2025 earnings is $4.32 per share, reflecting a 3.4% year-over-year decline, while the estimate for 2026 is $3.25, indicating a 24.7% decline [10]

Group 1 - BWX Technologies (BWXT) has been awarded a $1.5 billion contract by the Department of Energy's National Nuclear Security Administration (NNSA) to enhance U.S. domestic uranium enrichment capabilities [1] - The contract aligns with the Trump administration's objective to increase strategic uranium enrichment in the U.S. [1] Group 2 - Cameco stock has received a boost from positive analyst views, with earnings growth accelerating to triple digits [4] - The S&P 500 has reached a high, with Cameco, Rubrik, and Micron among stocks showing buy signals [4] - Dutch Bros has climbed onto two top stock lists, indicating strong market interest [4]

Core Insights - Centrus Energy (LEU) has experienced a significant stock increase of 202.4% year-to-date, outperforming the non-ferrous mining industry's growth of 11% and the S&P 500's rise of 10.1% [1][6]. Performance Comparison - Centrus Energy's stock performance is notably higher than peers, with Cameco (CCJ) gaining 49.3% and Energy Fuels (UUUU) increasing by 119.7% year-to-date [4][6]. Strategic Developments - Centrus Energy signed a Memorandum of Understanding (MOU) with Korea Hydro & Nuclear Power (KHNP) and POSCO International to attract private investment for expanding its uranium enrichment plant in Piketon, Ohio [9]. - The company is competing for U.S. Department of Energy (DOE) funding to support the plant's expansion and has revised its agreement with KHNP to supply higher volumes of low-enriched uranium, contingent on receiving DOE funding [10]. Operational Milestones - Centrus Energy has delivered 920 kg of High-Assay, Low-Enriched Uranium (HALEU) to the DOE, completing initial contract phases and entering Phase III with a contract extension through June 30, 2026 [12]. - The company reported total revenues of $155 million, a decrease of 18% year-over-year, with the LEU segment revenues declining by 26% to $125.7 million, while the Technical Solutions segment saw a 48% increase to $28.8 million [13]. Financial Outlook - The Zacks Consensus Estimate for Centrus Energy's earnings per share for 2025 is $4.23, indicating a year-over-year decline of 5.37%, while the estimate for 2026 is $3.36, reflecting a decline of 20.6% [16]. - Centrus Energy's total debt-to-total capital ratio stands at 0.55, which is higher than industry peers, with Cameco at 0.13 and Energy Fuels being debt-free [15]. Market Position and Growth Potential - Centrus Energy is the only licensed producer of HALEU in the Western world, positioning it to capitalize on the expected surge in demand for HALEU, projected to grow from a market value of $0.26 billion in 2025 to $6.14 billion by 2035 [22][23]. - The company plans to expand its production capacity in Ohio to meet domestic demand for HALEU and low-enriched uranium [23]. Valuation Concerns - Centrus Energy is trading at a forward price/sales multiple of 7.55X, significantly higher than the industry average of 2.86X and its three-year median of 2.26X, indicating a stretched valuation [18].

Satellite imagery shows no evidence that near-bomb grade uranium has been moved from Iran’s Isfahan site since a US attack two months ago, said the UN’s International Atomic Energy Agency https://t.co/MQy5diP6nH ...

Scott Nolan is the founder and CEO of General Matter, a venture-backed company that with the blessing of the Department of Energy just broke ground this week on a new private venture at the very same facility. Nolan is also a partner at Founders Fund and he joins us now. Scott, it's great to speak with you.Thanks for having me on. So, let's start right there because this is going to be the first in the US privatelyowned and operated uranium enrichment facility. How is this going to work.So yes, earlier this ...