In calendar week 22/2025, the US government took a bold step to kick off a massive expansion of nuclear energy. President Donald Trump signed four significant presidential decrees aimed at quadrupling electricity generation from nuclear power in the next 25 years. The goal is to significantly reduce dependence on uranium imports, particularly from Russia.
Background: US Nuclear Power Offensive
With the new decrees, Trump is focusing on the expansion of new nuclear power plants and the promotion of domestic uranium. The approval processes are expected to be completed within 18 months, requiring a streamlining of procedures by the Nuclear Regulatory Commission (NRC). Furthermore, the “Defense Production Act” is being utilized to accelerate uranium production within the USA.
Impact on the Commodity Market
The planned increase in nuclear electricity generation by 2050 is expected to lead to rising demand for uranium. In particular, companies involved in the exploration, extraction, or enrichment of uranium may benefit, such as Cameco from Canada or Centrus Energy from the USA. US companies could gain from government support programs, while international firms like Cameco will be in focus due to their market position.
Opportunities for Investors
Investors in German-speaking regions could benefit from potential price gains in uranium stocks, which have already seen significant increases following the announcement of the new US policy. The strategic enhancement of uranium as a commodity could provide additionally attractive investment opportunities in the long run. However, the success strongly depends on energy costs, the utilization of facilities, and technological innovations such as Small Modular Reactors (SMRs).
Conclusion
The new direction of US energy policy represents a turning point for the global nuclear industry. Through innovative investments in leading uranium companies, investors could achieve significant returns both in the short and long term.