Nuclear power company stocks saw a remarkable surge following US President Donald Trump’s signing of four executive orders related to domestic nuclear energy production. The market interpreted these orders as a powerful commitment to revitalizing the U.S. nuclear industry, signaling a new era of expansion.
The directives issued by the President target key areas crucial for nuclear growth. One order emphasizes the deployment of advanced nuclear technologies for critical defense facilities and surging demand from AI data centers.
Another aims to reform the Nuclear Regulatory Commission (NRC), promising to streamline the often-protracted licensing process. Further executive orders seek to accelerate nuclear reactor testing at the Department of Energy and fortify the domestic nuclear industrial base, ensuring a robust supply chain.
The immediate market response was striking with major players in the nuclear and uranium sectors seeing impressive gains.
Fuel companies Uranium Energy Corp, Energy Fuels and Centrus Energy all surged around 20% and Canadian miner Cameco (CCO.TO) advanced by nearly 10%.
Nuclear technology producers Nano Nuclear Energy, Oklo, and NuScale Power also rose between 19 and 30%.
The broader market reflected this excitement, with the Global X Uranium ETF (URA.P) posting gains of over 11%.
Beyond the initial stock surge, recent developments indicate a sustained positive trajectory for the nuclear sector.
U.S. agencies are already taking concrete steps to implement the executive orders. The Department of Energy (DOE) is actively pursuing its mandate to accelerate reactor testing, recently inviting proposals to build and operate test reactors outside national laboratories.
This initiative aims to have at least three advanced reactors operational by July 4, 2026, marking a significant push to cut regulatory delays and foster private innovation.
The NRC is also moving to fast-track its review processes, with a goal to decide on new reactor construction and operating license applications within 18 months.
In a landmark announcement in early June 2025, New York Governor Kathy Hochul unveiled plans for a new nuclear power plant in the state. It will be the first major new commercial U.S. plant announcement in over 15 years, adding at least 1,000 MW of clean energy capacity to the grid.
This combination of executive action, proactive agency implementation, and a significant project announcement paints an increasingly optimistic picture for nuclear energy. These developments are strong indicators of continued growth and a bright future for companies in the nuclear sector.
