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Energy

Trump's Saudi Nuclear Pact Without Enrichment Safeguards Heads to Congress — U.S. Uranium and Nuclear Services Names Are the Play

A civilian nuclear deal with Saudi Arabia, even a controversial one, means U.S. reactor technology and fuel cycle contracts — and the stocks that capture them.

Image: Money Racket
By at Money Racket·Jul 22, 2026
1-YEAR MOVE
+43%−77%
LEU▼54.3%SMR▼74.1%CCJ▲12.4%
1-year price move by ticker
TickerCompany1-year change
LEUCentrus Energy−54.3%
SMRNuScale Power−74.1%
CCJCameco+12.4%

The Trump administration is seeking congressional approval for a civilian nuclear energy agreement with Saudi Arabia that would permit uranium enrichment by the kingdom — a significant departure from the "123 Agreement" standard that typically prohibits enrichment by recipient nations, according to Reuters and CNN. The deal is in limbo pending White House sign-off but is actively moving through diplomatic channels.

If Saudi Arabia sources enriched fuel from the U.S. rather than enriching domestically, Centrus Energy goes from a niche government contractor to a geopolitically essential supplier.

Who cashes in: Westinghouse Electric (private, owned by Brookfield — no direct equity) is the most likely U.S. reactor technology supplier for any Saudi nuclear buildout, but the play is in the public market adjacents. Centrus Energy LEU enriches uranium and sells enriched fuel; a Saudi program that sources U.S. fuel rather than enriching domestically would be a direct revenue opportunity. BWX Technologies BWXT manufactures nuclear components and provides government nuclear services — any expansion of U.S. civilian nuclear exports benefits its long-term order book. NuScale Power SMR has been pursuing international small modular reactor deals and Saudi Arabia has expressed interest in SMR technology. Uranium miners like Cameco CCJ and Energy Fuels UUUU benefit from any demand signal that expands the global reactor fleet.

Who's exposed: The nonproliferation risk is real and creates political uncertainty. If Congress blocks the deal or attaches prohibitive conditions, the near-term catalyst evaporates. Geopolitically, a Saudi enrichment capability concerns Israel, which could complicate broader Middle East diplomacy and create headline risk for any company publicly associated with the deal.

What to watch next: The congressional review clock under the Atomic Energy Act is the key timeline. Watch for the Senate Foreign Relations Committee's posture — opposition from ranking members would signal the deal faces a long road and the near-term stock catalyst fades.

Source: original report ↗

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