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Energy

Trump's Nuclear Push Is Driving a Real Uranium Mining Revival — These Are the Stocks That Collect

Federal policy is actively pushing uranium demand higher, and the small-cap miners with U.S. production are the direct play.

Image: Money Racket
By at Money Racket · Jul 16, 2026
1-YEAR MOVE
+36% −64%
LEU ▼34.0% OKLO ▼61.7% SMR ▼56.6% CEG ▼23.1% VST ▼18.0% CCJ ▲9.6%
1-year price move by ticker
TickerCompany1-year change
LEUCentrus Energy−34.0%
OKLOOklo−61.7%
SMRNuScale Power−56.6%
CEGConstellation Energy−23.1%
VSTVistra−18.0%
CCJCameco+9.6%

Uranium mining activity in the U.S. is growing as the Trump administration pursues an aggressive nuclear energy expansion agenda, with new reactor approvals, extended plant licenses, and pressure on the NRC to streamline permitting. The administration's push is creating genuine demand pull for domestically sourced uranium, which has been a policy priority since Congress passed the Prohibiting Russian Uranium Imports Act.

Centrus is the only company with a U.S. license to enrich the advanced fuel advanced reactors need. That's not a coincidence — it's a moat.

Who cashes in: Energy Fuels UUUU is the largest U.S. uranium producer by volume and the most direct beneficiary of any domestic sourcing mandate or price support. Uranium Energy Corp UEC has been acquiring U.S. uranium assets aggressively and is positioned to ramp production quickly. Centrus Energy LEU enriches uranium and has the only U.S.-licensed HALEU enrichment facility — critical for advanced reactors. On the reactor side, Oklo OKLO and NuScale Power SMR are the two U.S.-listed advanced reactor developers that need domestic uranium supply to exist as businesses; higher uranium availability supports their project economics.

Who's exposed: Utilities that locked in long-term uranium supply contracts at lower prices — like Constellation Energy CEG and Vistra VST — face less upside from rising spot prices but also less downside. The real risk is to any company dependent on Russian or Kazakh uranium supply that hasn't yet diversified; the import ban makes that a compliance issue, not just a cost issue. Cameco CCJ, the Canadian giant, is listed in the U.S. and benefits from higher prices, but it's not a domestic producer in the policy sense.

Watch the NRC's response to Trump's executive order on radiation exposure limits — if the commission continues to resist White House direction, it signals that reactor permitting timelines won't compress as fast as the administration wants, which is the key variable for uranium demand growth.

Source: original report ↗

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