Energy is the lifeblood of the global economy, powering transportation, industry, homes, and now the data centers that run today's advanced artificial intelligence (AI) operations. As the U.S. strives for greater energy independence and a more resilient power grid, a diverse mix of oil, gas, nuclear, and renewable energy sources is crucial. Nuclear power is regaining momentum as a zero-carbon baseload source, while AI-driven electricity demand is reshaping grid priorities. In this evolving landscape, smart ...

Funding and Investment - TerraPower announced a new funding round of $650 million to support the construction of its first commercial power plant [1] - Nvidia's venture arm, NVentures, participated in this funding round, marking its first investment in the energy sector [1] - Bill Gates and HD Hyundai, both existing investors, also contributed to this funding round [1] Project Development - TerraPower began construction of its first power plant in Wyoming in June 2024, although it has not yet received approval for the reactor [2] - The company anticipates receiving the necessary permits in the following year, supported by the favorable regulatory environment under the Trump administration [2] - The first reactor is expected to generate 345 megawatts of electricity, positioning it between conventional large reactors and future small modular reactors [2] Reactor Technology - TerraPower's Natrium reactors utilize molten sodium for cooling instead of water, allowing for a more efficient operation [3] - The design incorporates excess sodium to maintain operation during low demand periods, storing heat for later use when demand increases [3] - This operational flexibility enables Natrium reactors to maintain a steady output, addressing the challenge of nuclear plants' inability to easily ramp production up or down [3] Future Plans and Costs - The company claims it can complete a reactor within three years after the initial concrete is poured, although significant site preparation is required beforehand [7] - The projected cost for the first Natrium reactor could reach $4 billion, with the Department of Energy potentially covering half of this expense [7] - TerraPower previously considered a different reactor design but shifted to the Natrium design due to uncertainties [6]

NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR RELEASE, PUBLICATION, DISTRIBUTION OR DISSEMINATION DIRECTLY, OR INDIRECTLY, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES. This press release constitutes a “designated news release” for the purposes of the Trust’s amended and restated prospectus supplement dated December 6, 2024 to its base shelf prospectus dated January 3, 2024. TORONTO, June 20, 2025 (GLOBE NEWSWIRE) -- Sprott Inc. (NYSE/TSX: SII) (“Sprott”) on behalf of the Sprott Physical Uraniu ...

Company Overview - Cameco is a large Canadian miner that produces and processes uranium into fuel for nuclear power plants and owns a 49% stake in Westinghouse, providing services to nuclear power companies [2] - It is one of the largest publicly traded producers of uranium globally [2] Market Dynamics - Cameco's stock price is influenced by uranium prices, which fell in February 2024 but have since recovered to around $58 per share [1] - The company operates primarily in North America, a region considered economically and politically stable, which is a key selling point for its uranium [4] - The nuclear power industry experiences significant swings due to external factors, with past events like the Fukushima meltdown impacting uranium demand [5] Long-term Outlook - There is an expected growing supply gap for uranium starting in 2030 due to increasing global nuclear power usage, which could lead to higher uranium prices [9] - Cameco's strategy of signing long-term contracts helps stabilize earnings during periods of falling uranium prices, making it a less volatile investment option [8][10] Investment Considerations - The long-term outlook for uranium demand suggests strong financial performance for Cameco as demand is projected to exceed supply [10] - The company is viewed as a "pick-and-shovel" play on the growth of nuclear power, appealing to conservative investors [10] - However, past nuclear power renaissances have not lasted, and potential future nuclear incidents could negatively impact the industry's perception [11][12]

Core Viewpoint - The U.S. Administration's recent Nuclear Executive Orders aim to accelerate nuclear energy deployment, which will significantly impact the uranium market and expedite the development timelines for Snow Lake's Pine Ridge uranium project [1][3][6]. Industry Summary - The Nuclear Executive Orders are designed to: - Accelerate the deployment of nuclear energy in the U.S. - Deploy advanced nuclear reactor technologies, including Small Modular Reactors (SMRs) - Quadruple nuclear energy production in the U.S. by 2050 - Reinvigorate the nuclear industrial base, including uranium mining and enrichment [6][8]. - The orders are expected to dramatically increase global demand for uranium and accelerate domestic uranium mining in the U.S. [6][9]. Company Summary - Snow Lake Resources Ltd. is positioned to benefit from the Nuclear Executive Orders, which could fast-track the Pine Ridge uranium project into production sooner than previously anticipated [4][7]. - The Pine Ridge uranium project is located in the Powder River Basin, Wyoming, and is considered a potential Tier-1 uranium asset [5][12]. - An aggressive drilling program of 125,000 feet is set to begin, aiming to generate a maiden mineral resource estimate by the end of 2025 [5][16]. - The project is a joint venture with Global Uranium and Enrichment Limited, and it has a significant exploration target based on historical drilling data [13][14]. Strategic Context - The ongoing AI arms race between the U.S. and China is driving increased demand for nuclear energy, which in turn raises the need for uranium to power nuclear reactors [10][11]. - The U.S. Administration's focus on energy independence and security prioritizes nuclear energy and the domestic supply chain, particularly for critical minerals like uranium [8][9].

Company Update 1Q 2025 1 1 Forward-looking statements ABOUT THIS PRESENTATION This presentation is provided by Oklo Inc. ("Oklo") for informational purposes only. The information contained herein does not purport to be all inclusive and no representations or warranties, express or implied, are given in, or in respect of, this presentation. To the fullest extent permitted by law, in no circumstances will Oklo or any of its subsidiaries, interest holders, affiliates, representatives, partners, directors, offi ...

Core Viewpoint - The nuclear power sector is experiencing a surge in stock prices due to potential policy changes aimed at accelerating the construction of new nuclear plants and reactivating older ones, which could lead to increased revenues and reduced costs for companies in this industry [2][3][8]. Group 1: Market Reaction - Shares of nuclear power producers Constellation Energy, Vistra, and Oklo saw significant gains, with Vistra leading at a 6% increase, followed by Constellation at 5.9%, and Oklo at 3.3% [2][4]. - The stock price movements may be influenced by broader investor enthusiasm following the Trump administration's announcement of a temporary lifting of tariffs on China [2]. Group 2: Policy Implications - The Trump administration plans to issue executive orders to expedite the construction of new nuclear power plants and reactivate existing ones, aiming for a "wholesale revision" of federal safety guidelines to reduce regulatory hurdles [3][7]. - The goal is to quadruple nuclear power generating capacity to 400 gigawatts by 2050, indicating substantial growth potential in the sector [6]. Group 3: Financial Outlook - The anticipated reduction in construction costs and increased sales could significantly enhance profits for companies like Constellation, Vistra, and Oklo [7][8]. - Recent nuclear reactors in the U.S. have faced cost overruns and delays, with construction costs being twice the initial estimates and taking seven years longer than planned, primarily due to regulatory challenges [7]. Group 4: Investment Considerations - Despite the positive outlook, the average time to build a nuclear power plant in the U.S. is 11 years, suggesting that any new projects may not be completed for several years, potentially impacting stock performance [9]. - Valuations of these stocks vary, with Vistra trading at 22 times earnings and expected to grow earnings by 21% over the next five years, while Constellation trades at 28 times earnings with lower growth expectations [10]. - Oklo, as a start-up, does not have a P/E ratio and does not pay dividends, making it a riskier investment compared to established companies [11].

Amentum Holdings (AMTM) Q2 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Nathan Rutledge - SVP - Head of IRJohn Heller - CEOTravis Johnson - CFOTobey Sommer - Managing DirectorSteve Arnette - COOColin Canfield - DirectorKen Herbert - Managing DirectorKristine Liwag - Executive Director Conference Call Participants Andre Madrid - VP - Aerospace and Defense AnalystNoah Poponak - Research Analyst Operator Ladies and gentlemen, thank you for standing by. Good morning, and welcome to Amentum S ...