Trump's Nuclear Ambitions

In an ongoing effort to turbocharge America’s foray into artificial intelligence, Trump-led Department of Energy (DOE) reissued a $900M solicitation to support the construction of small modular nuclear reactors (SMRs).

“America’s nuclear energy renaissance starts now. Abundant and affordable energy is key to our nation’s economic prosperity and security. This solicitation is a call to action for early movers seeking to put more energy on the grid through the deployment of advanced light-water small modular reactors.”  — U.S. Secretary of Energy Chris Wright

In a world where a major, city-powering nuclear plant can cost $50B and take two decades to go from planning to production, this may seem like a small drop in the bucket, but the reality is, Trump’s relationship with American nuclear goes back to his first presidency. 

In 2019, President Trump signed the Nuclear Energy Innovation and Modernization Act (NEIMA), facilitating the development and licensing of advanced nuclear reactors by streamlining regulatory processes.

Nuclear… The Greenest Of The Green

In 2019, the administration allocated $115 million to reopen the high-powered centrifuge in Piketon, Ohio, to produce high-assay low-enriched uranium (HALEU) for advanced reactors.

Over a two-year period, the Department of Energy (DOE) invested more than $170 million to accelerate the development of advanced nuclear reactor technologies. 

This includes supporting industry efforts to design and submit a Nuclear Regulatory Commission license application for a new TRISO fuel fabrication facility.

Thanks in large part to these efforts, the DOE collaborated with the Department of Defense to demonstrate and deploy microreactors as early as 2023. 

Additionally, the DOE supported various advanced microreactor designs pursued by American developers, including gas and heat pipe-cooled reactors.

Why Isn't This All Over The News?

You’re definitely not hearing about this in the mainstream media because the whole thing smacks of planning, foresight, logic and reason. 

All characteristics not popularly associated with Trump’s leadership. But while legacy media continues its campaign of click bait shock and awe, quietly behind the scenes, the ground work is being laid for a better, cleaner, more reliable American energy infrastructure. 

One of the arenas in which we’re most critically lagging when it comes to nuclear power is nuclear fuel. Specifically, low-enriched U-235.

For 70 years the U.S. essentially left this industry behind, becoming a completely dependant importer of refined uranium. 

So desperate was our nuclear fuel situation that Russia was supplying record quantities of Uranium to the U.S. as late as 2023, more than a year into a war where the U.S. was spending billions arming the country Russia was invading. 

Meet Vladamir Putin: Dictator. Sworn Enemy. Also Our Biggest Uranium Supplier

All of that came to a halt last year with a total ban on Russian Uranium, and in doing so, made one Bethesda, Maryland based company perhaps the single most important organization in the entirety of the American nuclear power ecosystem. 

It’s the first and only company to initiate new refining operations in the U.S. since the mid 50s, and its product is exactly the kind of high grade uranium necessary to run the next generation of small modular reactors — the very same sort of power source that big tech views as one of its mainstays for artificial intelligence development. 

To be clear, this is no ordinary company. 

Before becoming a publicly traded corporation, it was a highly-protected asset of the U.S. Federal Government. 

The company, and its leadership, is the very definition of a beltway insider organization. 

Want To Know What The Puppetmasters Know? Go Inside The Beltway

In an industry where regulatory hurdles are often the biggest challenges, it’s perfectly positioned to lead America’s nuclear power resurgence. 

I’ve been writing about this company for a while now, and my readers have already seen substantial gains on the stock. 

And it's only the beginning. Within a year or two, we could be sitting on another 5x from this year's highs.

Right now, however, the tariff war has brought prices down again, opening up what could be the last and best opportunity for anybody who hasn’t already found a way into this emerging market. 

Want to learn more?

Here’s a video that explains it all.

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