Core Insights - Centrus Energy's shares surged by 53.7% in September, driven by U.S. government support for domestic nuclear fuel production [1][9] - The U.S. government is implementing policies to boost domestic production of nuclear materials, which benefits Centrus Energy [2][4] Government Support and Industry Impact - The Trump administration announced steps to support domestic nuclear materials production and enrichment on September 15 [4] - U.S. Energy Secretary Chris Wright recommended increasing the strategic uranium reserve to mitigate reliance on Russian supplies, which are set to be banned by 2028 [5][6] Company Expansion Plans - Centrus Energy plans to expand its U.S.-based enrichment plant to enhance production of Low-Enriched Uranium (LEU) and High-Assay, Low-Enriched Uranium (HALEU) [6][8] - The company has raised over $1.2 billion and secured $2 billion in contingent purchase commitments from utilities, although the expansion's scale and timing depend on federal funding [8] Production Capabilities - Centrus is the only Nuclear Regulatory Commission (NRC) licensed producer of HALEU currently operating at scale for both commercial and national security applications [7]