AUSTIN, Texas and NEW YORK, Nov. 21, 2025 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) Chairman and CEO Dan Barcelo held a discussion with U.S. Vice President JD Vance Thursday on the sidelines of a policy conference in Washington D.C. “It was an honor to meet with Vice President Vance and discuss the resurgence of American energy and manufacturing,” said Dan Barcelo. “At T1, we are investing in energy from America, for America and by Americans. We are grateful for the ...

AUSTIN, Texas and NEW YORK, Nov. 21, 2025 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) Chairman and CEO Dan Barcelo held a discussion with U.S. Vice President JD Vance Thursday on the sidelines of a policy conference in Washington D.C. “It was an honor to meet with Vice President Vance and discuss the resurgence of American energy and manufacturing,” said Dan Barcelo. “At T1, we are investing in energy from America, for America and by Americans. We are grateful for the ...

Core Insights - Oklo Inc. has entered a significant partnership with newcleo to establish advanced nuclear fuel factories in the U.S., with newcleo committing $2 billion to the initiative [1][8] - The collaboration aims to enhance the reliability of America's nuclear fuel supply and aligns with U.S. government objectives to increase nuclear power production [2][8] - This partnership positions Oklo as a key player in the future of nuclear energy in the U.S., focusing on a closed-loop fuel cycle to enhance energy independence [3] Investment and Financial Implications - The project will create facilities for producing and reusing advanced nuclear fuel, contributing to a more secure energy supply [2] - Oklo's stock has seen a remarkable increase of nearly 700% over the past six months, significantly outperforming the industry [6] Strategic Partnerships - Oklo has partnered with Vertiv Holdings to improve the efficiency of new facilities by utilizing steam and electricity from Oklo's nuclear plants [4] - A partnership with Liberty Energy will provide customers with a comprehensive energy roadmap, initially using natural gas and transitioning to nuclear power for a zero-carbon future [5] Market Position and Recommendations - Oklo currently holds an average brokerage recommendation of 2.28, indicating a generally favorable outlook among analysts [9]

Core Insights - The natural gas industry anticipates accelerated approval and development of infrastructure in response to rising electricity demand and consumer bills in the U.S. [1] - Electricity prices for American consumers have been increasing at a rate faster than inflation, with projections indicating this trend will continue through 2026 [1][2] - The U.S. is experiencing record energy production, which could potentially lower electric utility bills if sufficient natural gas is available for data centers and manufacturing [2] Industry Developments - Rising energy costs are expected to prompt U.S. states to approve additional gas infrastructure, as highlighted by EQT Corp's CEO, who noted a 35% increase in energy bills despite record production levels [3] - The need for additional gas infrastructure to reduce consumer energy bills is supported by industry leaders from Enbridge and Engine No.1 [4] - Key gas-producing states like Texas, Pennsylvania, Ohio, and Louisiana are likely to lead in adding gas infrastructure, driven by interest from Big Tech in establishing data centers [5] Regulatory Environment - Development of gas infrastructure has faced challenges due to state opposition and the Biden Administration's focus on renewable energy [6] - The Trump Administration's support for American energy dominance and reduced regulatory burdens may facilitate the construction of new pipelines and power plants to meet rising electricity demand [7]

Core Viewpoint - Uranium Energy Corp (UEC) has launched a wholly owned subsidiary, United States Uranium Refining & Conversion Corp (UR&C), to develop a new uranium refining and conversion facility in the U.S., positioning itself as the only vertically integrated U.S. company in the uranium supply chain [1][2][10]. Company Initiatives - UEC aims to create a secure and reliable source of Uranium Hexafluoride (UF₆), essential for producing low-enriched uranium (LEU) and high-assay low-enriched uranium (HALEU), which are critical for powering various reactors [2][4]. - The establishment of UR&C is intended to enhance UEC's shareholder value while maintaining a strong balance sheet and focusing on its core uranium mining and processing business [3][10]. Strategic Alignment - The initiative aligns with U.S. policies aimed at reducing reliance on foreign uranium sources and expanding domestic nuclear energy capacity to 400 gigawatts by 2050 [5][4]. - UEC's project is supported by the Defense Production Act (DPA) and aims to strengthen America's nuclear fuel cycle and energy security [4][5]. Market Conditions - Current market conditions indicate a near all-time high pricing for UF₆ conversion, with spot market prices ranging from $64 to $66 per kgU, highlighting a significant supply-demand imbalance in the U.S. nuclear fuel supply chain [5][6]. - The timing is deemed optimal for expanding domestic conversion capacity due to favorable market conditions and federal government support [6][5]. Project Development - The proposed facility is designed to produce approximately 10,000 metric tonnes of uranium (MtU) per year as UF₆, addressing a substantial portion of U.S. demand [7][13]. - UEC has initiated discussions regarding potential site options, considering logistics, workforce availability, and local incentives [8][9]. Future Engagements - The project will progress based on the completion of additional engineering studies, securing government commitments, utility contracts, and regulatory approvals [9][10]. - UEC is actively engaging with the U.S. government, state energy authorities, utilities, and financial entities to advance the project [9][10].