The DOE announced a major $2.7B investment over the next decade to rebuild and secure the U.S. nuclear fuel supply, specifically targeting domestic enrichment of LEU and HALEU. This is aimed at reducing reliance on foreign uranium sources, supporting the existing fleet of 94 reactors, and enabling advanced reactors going forward. Three companies received $900M each to expand enrichment capacity, with two focused directly on HALEU, the fuel required by many next-gen designs. ($OKLO)

    https://x.com/ENERGY/status/2008246651949838400

    https://www.reuters.com/business/energy/us-awards-27-billion-worth-orders-boost-uranium-enrichment-2026-01-05/

    U.S. Department of Energy Awards $2.7 Billion to Restore American Uranium Enrichment
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    Posted by C130J_Darkstar

    11 Comments

    1. I always wonder why UEC is not purchased by more people in this group?! it has done exceptionally well this year.

    2. BodaciousBoiB on

      should’ve listened to you dude, was thinking of buying OKLO at 2AM but chickened out

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