Key insights
- The US government is making coordinated investments across the nuclear energy supply chain, including uranium enrichment, reactor restarts, and small modular reactor development. These investments aim to rebuild the infrastructure needed to support long-term nuclear expansion, targeting 400 GW of capacity by 2050. This coordinated funding suggests a bullish outlook for the nuclear energy sector and related companies.
Been tracking the recent nuclear-related announcements and the consistency of funding is what stands out.
In January 2026, the DOE committed $2.7 billion to uranium enrichment. That directly supports domestic fuel supply.
In November 2025, there was a $1 billion loan tied to restarting a nuclear plant capable of generating about 850 MW.
In December 2025, $800 million was allocated to accelerate deployment of small modular reactors.
Then you have multiple targeted investments, $19 million for fuel recycling, $28 million for enrichment innovation, and $11 million for fuel transport systems.
On top of that, several pilot programs were launched across 2025, including reactor development initiatives and supply chain strengthening efforts.
When you add everything together, it paints a picture of coordinated investment across the entire nuclear ecosystem.
This isn’t just about building more reactors. It’s about rebuilding the infrastructure required to support long-term nuclear expansion.
And with a target of reaching around 400 GW of capacity by 2050, the scale of this buildout is significant.
Feels like the kind of trend that develops steadily, then becomes obvious in hindsight.