Lates News

date
28/05/2025
Investment bank Jefferies says that the four executive orders signed by President Trump, with a focus on nuclear energy, represent the most significant intervention in the US nuclear industry in decades. Analyst Daniel Roden stated that these policies require the Nuclear Regulatory Commission to reform regulations, accelerate the development of advanced reactors, and support the entire front-end of the nuclear fuel cycle. The agency believes that these executive orders could bring about an additional nuclear power capacity of approximately 35 gigawatts by 2035, while other assets will be upgraded and their service life extended. Jefferies said, "This means that by 2035, the demand for U3O8 is expected to increase from 40 million pounds per year to 10 to 15 million pounds per year, with just the initial core loading requiring 12 to 15 million pounds in the early 2030s."