The past 24 hours have delivered a flood of bullish news for nuclear energy - and it’s hard to overstate just how important this is for the future of the sector and for uranium and nuclear energy stocks.
The Big Picture
Nuclear has been gaining momentum for years, but now the catalysts are stacking up at once:
The United States just announced it will increase its strategic uranium stockpile. This is a massive signal. It tells us Washington isn’t just backing advanced nuclear projects on paper - it’s putting hard dollars behind securing supply of the fuel that makes reactors possible. That demand backdrop alone could reshape the uranium market.
At the same time, the UK confirmed billions in new nuclear investments, from the Sizewell C megaproject to multiple small modular reactor (SMR) initiatives.
And both governments have pledged to streamline regulation, slashing years off the approval process for new reactors.
Individually, these are big moves. But together? They mark one of the strongest 24-hour stretches for nuclear energy headlines in decades.
Why This Matters for Investors
Uranium demand is going higher. Stockpiling creates a floor under the market. It’s no longer just utilities buying to cover near-term needs - governments themselves are competing for supply.
SMRs and advanced reactors are moving from concept to construction. Projects from companies like Rolls-Royce, X-Energy, Holtec, and others are lining up funding, locations, and government approvals.
The narrative has flipped. Nuclear is no longer the energy source of last resort - it’s becoming the backbone of clean, reliable baseload power for AI-driven data centers, electrified grids, and national energy security.
Photograph: Adam Limond/Rolls-Royce SMR
Uranium Market Dynamics
The uranium market is still tight after years of underinvestment. With the U.S. now building reserves, and allies like the UK and EU stepping up their nuclear commitments, the supply/demand imbalance could worsen. That’s bullish for producers and enrichment companies.
A few of the names that could benefit include:
Cameco (CCJ) — an industry leader with a unique business model.
Centrus Energy (LEU) — critical for enrichment.
Energy Fuels (UUUU) and Uranium Energy Corp (UEC) — U.S.-based players that benefit from domestic supply initiatives.
NuScale Power (SMR) and Oklo (OKLO) – SMR manufacturers
Bottom Line
In just one day, nuclear energy jumped from a long-term theme to a near-term momentum story. The combination of fresh government commitments, accelerated projects, and a U.S. uranium stockpile build-up puts this sector in the spotlight like never before.
For investors, this isn’t just another energy headline. It’s the early innings of what could be one of the most powerful multi-year trends in the market. Positioning in the right uranium and nuclear stocks today could be like getting into the oil supermajors before the shale boom - or into solar before costs collapsed.
Just 13 months ago, members of NXT Pro got into our Nuclear Energy Portfolio - and the five stocks in that basket are up on average 105%.
And with the U.S. announcing it will boost its uranium stockpile, I believe we’re about to see another wave of momentum hit this sector. Moves like this don’t wait around - the market often prices them in fast.
That’s why it’s not too late - but it is urgent.
The “golden age of nuclear” isn’t coming… it’s unfolding right now — and the next leg higher could already be starting.
Here’s to the future,
Matt McCall
Editor, Market Insights
