BREAKING: The US Department of Energy announces $2.7 billion in funding to strengthen American uranium enrichment.
The US is awarding $900 million each to Centrus Energy, $LEU, and two other nuclear fuel makers.
As expected, nuclear energy is becoming even more important.
Uranium isn’t a “trade.” It’s a strategic asset.
It powers baseload nuclear energy, underpins energy security, and sits at the intersection of defense, infrastructure, and long-term economic stability.
Tokenization changes how access, transparency, and capital efficiency work around it. $FUEF
After Rare Earths, the next obvious place the government could look for investments is Uranium & Nuclear.
Uranium Producers
$UUUU Energy Fuels
$UEC Uranium Energy
$CCJ Cameco
$NXE NextGen Energy
$DNN Denison Mines
$EU enCore Energy
$URG Ur-Energy
$BEP Brookfield Renewables
Uranium Enrichers
$LEU Centrus Energy
$ASPI ASP Isotopes
Small Modular & Micro Reactors
$SMR NuScale
$OKLO Oklo
$NNE NANO Nuclear
$GEV GE Vernova
$RR.L Rolls Royce
$BWXT BWX Technologies
Nuclear Fuel Technology
$LTBR Lightbridge
Services and Equipment
$BWXT BWX Technologies
$CW Curtiss-Wright
$MIR Mirion Technologies
$BEP Brookfield Renewables
$GEV GE Vernova
Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group
Uranium+Nuclear ETFs
$URA Global X Uranium ETF
$URNM Uranium Miners ETF
$NLR VanEck Uranium+Nuclear ETF
$URAN Themes Uranium+Nuclear ETF
$NUKZ Range Nuclear Renaissance ETF