Uranium Energy Corp Applauds Trump Administration's Transformational Executive Orders to Quadruple U.S. Nuclear Capacity and Rebuild Domestic Uranium Fuel Cycle

Rhea-AI Summary

President Trump issued Executive Orders aimed at transforming the U.S. nuclear sector, with plans to quadruple U.S. nuclear capacity from 100 GW to 400 GW by 2050. The orders invoke the Defense Production Act and designate the nuclear fuel cycle as critical to national security. The Department of Energy is directed to achieve 5 GW of uprates at existing plants and initiate construction of 10 new large reactors by 2030.

The initiative aims to expand domestic uranium production, conversion, and enrichment capabilities, as the U.S. currently supplies only 5% of its nuclear fuel needs. This expansion would increase annual U.S. uranium requirements from 47 million pounds to approximately 190 million pounds per year. Uranium Energy Corp (UEC), as America's largest uranium supplier, is positioned to support this policy shift with domestic production and infrastructure.

[ "Executive Orders designate nuclear fuel cycle as critical to national security, providing strong government support", "Planned quadrupling of U.S. nuclear capacity from 100 GW to 400 GW by 2050", "Projected increase in U.S. uranium demand from 47M to 190M pounds annually", "Creation of DOE-backed offtake programs to support U.S.-origin uranium products", "UEC positioned as largest U.S. uranium supplier to benefit from policy changes" ]

Positive

• None.

Negative

• Current U.S. uranium supply only meets 5% of domestic reactor needs
• U.S. nuclear fuel cycle described as 'severely atrophied'
• Significant infrastructure and workforce development needed to meet ambitious goals

Insights

Energy Policy Analyst

Trump's executive orders to quadruple nuclear capacity represent a transformative policy shift that significantly benefits UEC as America's largest uranium supplier.

These executive orders represent one of the most consequential U.S. energy policy shifts in decades. The administration is invoking the Defense Production Act to designate the nuclear fuel cycle as critical to national security – a powerful legal mechanism that enables exceptional government support for domestic production. The target to expand from 100 GW to 400 GW by 2050 would fundamentally transform America's energy landscape.

What makes these orders particularly significant is their comprehensive approach across the entire nuclear value chain. Rather than focusing solely on reactor deployment, they address the severely atrophied fuel supply infrastructure where the U.S. currently supplies only 5% of its own nuclear fuel needs. The directive to have 10 new large reactors under construction by 2030 and deliver 5 GW of uprates at existing plants creates near-term demand certainty.

The most impactful element for UEC specifically is the projected quadrupling of U.S. uranium requirements from 47 million pounds to approximately 190 million pounds annually. With UEC positioned as America's largest uranium supplier, this policy creates extraordinary market tailwinds. The authorization of DOE-backed offtake programs for U.S.-origin uranium products provides a clear pathway to secure contracts with price stability – addressing the historical challenge of uranium market volatility that has limited domestic production investment.

Nuclear Industry Analyst

These executive orders create unprecedented government support for nuclear energy, positioning UEC to capture significant market share in a rapidly expanding sector.

The scope of these executive orders signals a fundamental shift in U.S. energy strategy. By targeting 400 GW of nuclear capacity by 2050 (a 400% increase), the administration is essentially guaranteeing robust long-term demand for uranium. For perspective, this goal would require adding approximately 12 GW of new nuclear capacity annually over 25 years – a construction rate not seen since the nuclear industry's peak in the 1970s.

What's particularly notable is the multi-pronged approach: uprating existing plants (extracting more power from current reactors), restarting closed facilities, constructing new large reactors, and completing advanced designs. This diversified strategy creates multiple pathways to achieve the capacity targets while reducing execution risk.

For UEC, the emphasis on rebuilding domestic uranium production capabilities represents an extraordinary market opportunity. The designation under the Defense Production Act enables preferential government procurement, priority access to materials and equipment, and potential financial assistance – all crucial advantages for scaling domestic production.

The creation of nuclear industry consortia and government-backed offtake programs addresses the classic chicken-and-egg problem that has hindered domestic uranium production: producers need demand certainty before investing in capacity, while utilities need supply certainty before committing to domestic sources. These mechanisms effectively de-risk the market for all participants, with UEC positioned as a primary beneficiary given its existing production capacity and resource base.

NYSE American: UEC

Executive Orders invoke the Defense Production Act and designate the U.S. nuclear fuel cycle as critical to national security.

Highlights:

• Unprecedented growth: Federal policy targets an expansion of U.S. nuclear capacity from ~100 Gigawatts ("GW") in 2024 to 400 GW by 2050.
• National nuclear strategy: The Department of Energy ("DOE") is directed to work with industry to deliver 5 GW of uprates at existing nuclear plants and have 10 new large reactors under construction by 2030, while restarting closed plants and completing advanced designs.
• Strengthening the domestic nuclear fuel supply chain: To enable the long-term expansion of nuclear energy, the Federal government shall pursue policies to expand the domestic supply of uranium production, conversion and enrichment.
• Quadrupling U.S. uranium demand: Based on current uranium demand per GW of nuclear capacity, the Company expects that this build-out would increase annual U.S. uranium requirements from 47 million pounds to approximately 190 million pounds per year (excluding initial core loads).
• UEC positioned for leadership: As America's largest and fastest-growing uranium supplier, UEC is strategically positioned to support this policy shift with secure, reliable domestic production, resources, and infrastructure.

CORPUS CHRISTI, Texas, May 27, 2025 /PRNewswire/ - Uranium Energy Corp (NYSE American: UEC), (the "Company" or "UEC") applauds the sweeping Executive Orders issued by President Donald J. Trump to revitalize the U.S. nuclear sector and restore domestic control over the uranium fuel cycle. The directives establish a national energy policy that invokes the Defense Production Act (DPA), accelerates reactor deployment, and tasks the DOE with rebuilding America's front-to-back nuclear fuel supply infrastructure.

Amir Adnani, UEC President and CEO, stated:

"We applaud the U.S. government's decisive action to revitalize the domestic nuclear industry. These Executive Orders send the strongest signal yet that energy security and national security start with a robust domestic uranium supply chain. As the U.S. continues to import nearly all of its nuclear fuel amid a growing global supply deficit, the Administration is positioning the nation to lead the next era of global nuclear development by rebuilding a vertically integrated fuel cycle and investing in domestic uranium production. UEC is ready to support this transformation with secure, reliable, and 100% domestic uranium supply to power the future."

The White House fact sheet notes that the U.S. currently supplies only 5% of the fuel used in its nuclear reactors and that the fuel cycle has "severely atrophied." These Executive Orders are designed to reverse that trend and unleash American energy by rebuilding domestic capabilities across mining, conversion, enrichment, and fabrication.

The Executive Orders also authorize the creation of nuclear industry consortia and DOE-backed offtake programs to support U.S.-origin uranium products.

Further emphasizing national security priorities, the Orders underscore the importance of domestically sourced uranium for both commercial and defense applications, including advanced reactors and naval propulsion—reinforcing UEC's role as a key potential supplier to the U.S. government and commercial market.

In parallel, the Orders launch multi-agency workforce development initiatives to expand apprenticeships, technical education, and access to National Lab infrastructure—supporting the next generation of America's nuclear professionals.

For further information, please refer to the Executive Orders issued by President Donald J. Trump on May 23, 2025, including:
"Reinvigorating the Nuclear Industrial Base,"
"Reforming Nuclear Reactor Testing at the Department of Energy,"
"Ordering the Reform of the Nuclear Regulatory Commission," and
"Deploying Advanced Nuclear Reactor Technologies for National Security,"
each publicly available at whitehouse.gov.

About Uranium Energy Corp

Uranium Energy Corp is America's largest and fastest growing supplier of uranium needed to produce safe, clean, reliable nuclear energy. UEC is advancing the next generation of low-cost, environmentally friendly ISR mining uranium projects in the United States and high-grade conventional projects in Canada. The Company has three ISR hub-and-spoke platforms in South Texas and Wyoming. These production platforms are anchored by licensed Central Processing Plants that will be served by a pipeline of satellite ISR projects, including seven that already have their major permits in place. In August 2024, operations were restarted, and ramp-up commenced, at the Christensen Ranch Project in Wyoming, sending uranium loaded resin to the Irigaray Plant (Wyoming hub). Additionally, the Company has diversified uranium holdings including: (1) one of the largest physical uranium portfolios of U.S. warehoused U3O8; (2) a major equity stake in Uranium Royalty Corp., the only royalty company in the sector; and (3) a Western Hemisphere pipeline of resource stage uranium projects. The Company's operations are managed by professionals with decades of hands-on experience in the key facets of uranium exploration, development and mining.

X (formerly known as Twitter): @UraniumEnergy

Stock Exchange Information:
NYSE American: UEC
WKN: AØJDRR
ISN: US916896103

Safe Harbor Statement

Except for the statements of historical fact contained herein, the information presented in this news release constitutes "forward-looking statements" as such term is used in applicable United States and Canadian securities laws. These statements, which include statements regarding the expected impacts and benefits of the Executive Orders, relate to analyses and other information that are based on forecasts of future results, estimates of amounts not yet determinable and assumptions of management. Any other statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, assumptions or future events or performance (often, but not always, using words or phrases such as "expects" or "does not expect", "is expected", "anticipates" or "does not anticipate", "plans, "estimates" or "intends", or stating that certain actions, events or results "may", "could", "would", "might" or "will" be taken, occur or be achieved) are not statements of historical fact and should be viewed as "forward-looking statements". Such forward looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Company to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Such risks and other factors include, among others, the actual results of exploration activities, variations in the underlying assumptions associated with the estimation or realization of mineral resources, the availability of capital to fund programs and the resulting dilution caused by the raising of capital through the sale of shares, accidents, labor disputes and other risks of the mining industry including, without limitation, those associated with the environment, delays in obtaining governmental approvals, permits or financing or in the completion of development or construction activities, title disputes or claims limitations on insurance coverage. Although the Company has attempted to identify important factors that could cause actual actions, events or results to differ materially from those described in forward-looking statements, there may be other factors that cause actions, events or results not to be as anticipated, estimated or intended. Many of these factors are beyond the Company's ability to control or predict. There can be no assurance that such statements will prove to be accurate as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking statements contained in this news release and in any document referred to in this news release. Important factors that may cause actual results to differ materially and that could impact the Company and the statements contained in this news release can be found in the Company's filings with the Securities and Exchange Commission. For forward-looking statements in this news release, the Company claims the protection of the safe harbor for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995. The Company assumes no obligation to update or supplement any forward-looking statements whether as a result of new information, future events or otherwise. This news release shall not constitute an offer to sell or the solicitation of an offer to buy securities.

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SOURCE Uranium Energy Corp

FAQ

What are the main goals of Trump's 2025 Executive Orders for nuclear energy?

The Executive Orders aim to quadruple U.S. nuclear capacity from 100 GW to 400 GW by 2050, expand domestic uranium production, and rebuild the nuclear fuel cycle. They include plans for 5 GW of uprates at existing plants and construction of 10 new reactors by 2030.

How will UEC stock (NYSE: UEC) benefit from the new nuclear energy policy?

As America's largest uranium supplier, UEC is strategically positioned to benefit from increased uranium demand (from 47M to 190M pounds annually) and government support for domestic production through DOE-backed offtake programs.

What is the current state of U.S. uranium production in 2025?

According to the White House fact sheet, the U.S. currently supplies only 5% of the fuel used in its nuclear reactors, with the fuel cycle described as 'severely atrophied'.

What specific measures are included in the 2025 nuclear Executive Orders?

The Orders invoke the Defense Production Act, designate the nuclear fuel cycle as critical to national security, authorize industry consortia, create DOE-backed offtake programs, and launch workforce development initiatives.

How much will U.S. uranium demand increase under the new nuclear policy?

Based on current uranium demand per GW of nuclear capacity, annual U.S. uranium requirements are expected to increase from 47 million pounds to approximately 190 million pounds per year.