MarketPulse

uranium supply

2 articles
BenzingaBenzinga··Stjepan Kalinic

India Locks in Nuclear Fuel: $1.9B Uranium Deal Signals Major Expansion Push

India secures $1.9B uranium deal with Cameco and major Kazatomprom agreement, locking fuel supplies for nuclear capacity expansion to 100 GW by 2047.
CCJnuclear energydecarbonization
BenzingaBenzinga··Prnewswire

Nuclear Energy Sector Positioned to Benefit From AI Infrastructure and Policy Support

AI data center demand and Trump's nuclear expansion policy create supply deficit, boosting uranium suppliers. DOE's $2.7B investment strengthens domestic fuel capacity and market opportunities.
SMRCEGNXELEUsmall modular reactorsnuclear energy