We calculate that Russia earned about $2.7bn from exporting enriched uranium in 2023. Perhaps more important than the money is the diplomatic leverage the country gains over its customers https://t.co/uzpAd4jIQm ...

Core Insights - NuScale Power is experiencing significant growth due to high demand for electricity and clean energy, particularly from AI-powered data centers [1][10] - The company's small modular reactor (SMR) technology is well-positioned to meet the increasing energy demands of hyperscale data centers, which are projected to triple their energy use over the next three years [2][10] - NuScale Power is forming strong partnerships with major technology companies and financial institutions, enhancing its market position in sustainable energy solutions [3][4] Industry Dynamics - The energy demand from data centers is expected to account for 12% of U.S. electricity consumption by 2028, presenting a substantial opportunity for NuScale Power [2] - Competitors in the nuclear energy sector include Centrus Energy and Constellation Energy, both of which are also advancing their nuclear technologies and expanding their operations [5][7] - Centrus Energy has secured an extension for its HALEU production contract, which supports advanced nuclear reactor development [6] Financial Performance - NuScale Power's stock has surged 137% year-to-date, significantly outperforming the broader technology sector [10] - The stock is currently trading at a high forward Price/Sales ratio of 105.08X, indicating a steep premium compared to the Computer & Technology sector's 6.51X [11] - The Zacks Consensus Estimate for the company's loss in 2025 is projected at 42 cents per share, reflecting a slight widening over the past month [14]

Key Takeaways Centrus Energy completed Phase II by delivering 900 kg of HALEU to the Department of Energy. The HALEU was produced at Centrus Energy's Ohio facility using advanced centrifuge technology. LEU begins Phase III with a contract extension and potential for eight more years of HALEU supply.Centrus Energy Corp. (LEU) recently announced that its subsidiary, American Centrifuge Operating, LLC, has achieved a significant milestone of producing and delivering 900 kilograms of High-Assay, Low-Enriched ...

Investor Presentation May 2025 Forward-Looking Statements Disclaimer: Our commentary and responses to your questions may contain forward-looking statements, including our financial projections, within the meaning of Section 21E of the Securities Exchange Act of 1934. Centrus undertakes no obligation to update any such statement to reflect later developments. Factors that could cause actual results to vary materially from those discussed today include risks related to: the refusal or inability of Russian gov ...

Oklo's big news just torpedoed Centrus stock.Shares of Centrus Energy (LEU -4.56%), a specialist in enriching uranium for use as fuel in nuclear reactors, tumbled 4.7% through 12:50 p.m. ET Wednesday after one of its partners announced some disconcerting news.Nuclear power plant start-up Oklo, which had previously signed a memorandum of understanding agreeing to accept high-assay low-enriched uranium (HALEU) supplies from Centrus once its reactors are running, is now teaming up with two other nuclear start- ...

Key Takeaways NuScale Power (SMR) and Centrus Energy (LEU) are major players in the evolving nuclear energy landscape, each contributing to the future of advanced nuclear technology. NuScale is focused on developing small modular reactors (SMRs), while Centrus Energy specializes in the enrichment of High-Assay Low- Enriched Uranium (HALEU), which is a critical fuel source for powering SMRs in the future. Per Fortune Business Insight report, the global SMR market was valued at $5.81 billion in 2024 and is pr ...

BETHESDA, Md., June 25, 2025 /PRNewswire/ -- Centrus Energy (NYSE American: LEU) today announced that its wholly owned subsidiary, the American Centrifuge Operating, LLC, has produced and delivered 900 kilograms of High-Assay, Low-Enriched Uranium (HALEU) to the U.S. Department of Energy, reaching a critical milestone as the company pioneers first-of-a-kind HALEU production. With the successful production and delivery of the 900 kilograms, Centrus has achieved the production target for Phase II of its contr ...

Extension Valued at Approximately $110 Million through June 30, 2026 BETHESDA, Md., June 20, 2025 /PRNewswire/ -- Centrus Energy (NYSE American: LEU) today announced that the U.S. Department of Energy has exercised an option to extend Centrus' competitively-awarded contract to produce High-Assay, Low-Enriched Uranium (HALEU) through June 30, 2026.  The Department has additional options for continued production for up to eight additional years beyond that date.  "This extension reflects the ongoing value of ...

Wednesday was a good day to be an investor in either nuclear stocks or the suppliers that provide fuel for them. Happily for Centrus Energy (LEU 8.37%), it covers both these bases.On the back of news that a peer has secured an important new government contract, investors piled into Centrus stock and pushed it to a nearly 9% gain in price on Wednesday. That was a far better performance than that of the S&P 500 index, which sagged by 0.3%.It's good to have the right partnerThe peer in question was ambitious n ...

WASHINGTON , June 11, 2025 (GLOBE NEWSWIRE) -- ASP Isotopes Inc. NASDAQ: ASPI ("ASP Isotopes” or the “Company”), an advanced materials company dedicated to the development of technology and processes for the production of isotopes for use in multiple industries, today announced the appointment of Dr. Ryno Pretorius, PhD as Chief Executive Officer of Quantum Leap Energy LLC (QLE), the Company’s subsidiary that is pursuing an initiative to develop and commercialize advanced nuclear fuels, such as High Assay L ...