The US Decree: A New Strategic Priority for Uranium
The decree issued by the US President in 2025, classifying uranium as a strategic priority, has the potential to significantly accelerate US uranium production. This is particularly relevant given that by March 2025, 67 new nuclear power plants were already under active construction, substantially increasing the demand for uranium.
Impact on Uranium Production and Stocks
- The decree signals increased political support for domestic uranium mining in the US.
- Companies in the US uranium sector benefit from this prioritization through streamlined approval processes and potential state subsidies.
- Stocks of companies with upcoming projects aimed at expanding production are especially interesting. One such stock is being touted as a “hidden gem,” as it is poised for “take-off” with two upcoming projects.
Potential for Investors
- The combination of rising global demand and political support for domestic production creates favorable conditions for investments.
- Investors could profit from price increases in relevant uranium companies, particularly if these projects are close to starting production.
In summary: The US decree prioritizing uranium strengthens the outlook for accelerated national production. This is likely to have a positive impact on selected stocks—especially those with concrete development projects—resulting in an attractive investment potential.