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Energy

Trump Signs the Saudi Nuclear Deal — and U.S. Uranium and Reactor Companies Are the Quiet Winners

A landmark civil nuclear agreement with Saudi Arabia opens a multi-decade construction and fuel market for American nuclear firms.

Image: Money Racket
By at Money Racket · Jul 24, 2026
1-YEAR MOVE
+33% −58%
LEU ▼30.2% SMR ▼47.1%
1-year price move by ticker
TickerCompany1-year change
LEUCentrus Energy−30.2%
SMRNuScale Power−47.1%

President Trump approved a landmark civil nuclear cooperation agreement with Saudi Arabia, according to the Wall Street Journal. The deal is expected to permit uranium enrichment on Saudi soil under U.S. oversight and opens the door for American companies to build and supply nuclear reactors in the Kingdom — one of the largest planned nuclear buildouts in the world.

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Centrus enriches uranium domestically — any U.S.-sourced fuel requirement in the Saudi deal is a direct revenue line.

Who cashes in: Westinghouse Electric is the most direct beneficiary, but it is privately held (owned by Brookfield Asset Management, BAM). The closest U.S.-listed proxy is BWX Technologies BWXT, which manufactures nuclear components and fuel assemblies and would supply any Westinghouse-built Saudi reactors. Centrus Energy LEU enriches uranium domestically and is a direct play on any U.S.-sourced fuel supply requirement written into the agreement. NuScale Power SMR has been marketing small modular reactors to Gulf states and a Saudi deal normalizes that sales pipeline. Uranium miners like Uranium Energy Corp UEC and Energy Fuels UUUU benefit from any signal that U.S. enrichment capacity needs to expand.

Who's exposed: South Korean and French reactor builders (KEPCO, EDF) had been competing for Saudi contracts. A U.S.-Saudi agreement that favors American technology effectively sidelines them for the initial tranche of reactors. Russian state nuclear firm Rosatom, which had been in discussions with Riyadh, is the biggest loser — though it is not publicly traded.

What to watch next: Whether Congress raises objections under the Atomic Energy Act's Section 123 agreement process, and whether the deal includes a formal prohibition on Saudi enrichment (the so-called "gold standard"). If enrichment is permitted, Centrus and domestic uranium names move more.

Source: original report ↗

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