Nuclear Industry Shifts to Rapid Execution with $2.7 Billion DOE Commitment.
ByAinvest
Wednesday, Jan 21, 2026 9:14 am ET1min read
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The North American nuclear landscape is shifting from planning to rapid execution, driven by a $2.7 billion U.S. Department of Energy commitment to onshore uranium enrichment and an $800 million federal award for small modular reactors. This has created a market for domestic energy security, with companies like Eagle Energy Metals, Centrus Energy, NuScale Power Corporation, Energy Fuels Inc., and Canada Nickel Company emerging as leaders in the industry. Global investment in nuclear capacity is projected to triple by 2035, reaching $210 billion.
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