US Uranium: A Strategic Comeback.
The US uranium sector is experiencing a resurgence, driven by energy security concerns, policy support, and a renewed focus on domestic supply chains. Companies like Eagle Energy are positioning themselves at the centre of this revival, leveraging administrative tailwinds and market dynamics to strengthen America’s nuclear fuel independence.
Key Drivers Behind the Uranium Revival include energy security: geopolitical tensions and supply chain vulnerabilities have highlighted the need for reliable domestic uranium production. Policy momentum: federal initiatives and incentives are creating a favourable environment for uranium miners and nuclear fuel processors. And, finally, market opportunity: Rising global demand for nuclear power, both traditional reactors and emerging SMRs, requires stable fuel sources.
Eagle Energy’s leadership emphasises that this is not just about mining, it’s about building a strategic ecosystem that supports the next generation of nuclear technology. From exploration to enrichment, the US aims to reduce reliance on foreign suppliers and secure its role in the global energy transition.
This shift opens doors for professionals across multiple domains:
- Mining & Processing: Geologists, engineers, and environmental specialists will be critical in scaling sustainable uranium production.
- Regulatory & Compliance: Expertise in safety standards and environmental stewardship will be in high demand.
- Advanced Fuel Cycle Innovation: Scientists and technologists will drive breakthroughs in fuel fabrication for SMRs and advanced reactors.
The US uranium comeback is more than a market trend, it’s a career-defining opportunity for those ready to align with energy security and innovation.
As the US accelerates its uranium strategy to power the next wave of nuclear innovation, how will you position your skills to lead in this evolving landscape?
Picture: Eagle Energy Metals
As it stands, U.S. nuclear generators import almost all of their uranium from other countries. Locations include Canada, Australia, Russia, Uzbekistan, and Kazakhstan.
With uranium usage above 32 million pounds, there is a significant opportunity for the U.S. to take a look at their domestic supply chain.
States such as Colorado, Utah, Arizona, Wyoming and New Mexico already have uranium mined areas. Parts of Wyoming, Idaho and Montana have large areas that are not currently being mined, hence the opportunity at hand.
By July 4th, 2026, President Trump wanted to have 3 research & development sites for advanced nuclear reactors identified outside of national laboratories. The president is focused on his ambitions to reform nuclear reactor testing and to deploy nuclear reactor technologies for national security.
The Department of Energy (DOE) also has the high-assay low-enriched uranium allocation program where there have been 5 companies selected for the first-round criteria. The second round supports the testing of advanced reactor designs and the establishment of domestic fuel lines.
More info at the following links; https://www.energy.gov/articles/energy-department-announces-first-pilot-project-advanced-nuclear-fuel-lines; https://www.eia.gov/todayinenergy/detail.php?id=64444; https://www.neimagazine.com/analysis/fuelling-the-future/
Picture: Georgia Power
The supply of uranium enrichment services to the UK and France has been agreed between Urenco and EDF during the World Nuclear Exhibition in Paris.
This will support EDF’s fleet into the 2040’s and is a multi-billion-euro agreement. Urenco are a trusted global partner for fuel supply.
Urenco CEO, Boris Schucht said, “This deal represents an enormous step forward for energy security in Europe at a time when it has never been so important in the geopolitical landscape… I am grateful to our long-term partner EDF for once again placing their trust in Urenco.”
What does this mean for the UK?
- Long-term security of fuel supply; into the 2040’s over a sustained period which is vital for reliability and resilience.
- Minimising reliance on imports; the UK can reduce its dependence on overseas sources, and again, aligning with national energy and supply chain security goals.
- A boost for UK enrichment capacity and jobs; enhanced support for Capenhurst with ~1,000 skilled jobs at Urenco’s site, plus strengthening UK domestic infrastructure by reinforcing the nations capabilities.
- Continued commitment to low-carbon and green policies; ensuring nuclear remains the backbone of the UK’s clean energy strategy and underpinning the UK’s efforts to decarbonise its nuclear fuel cycle.
- Integration with nuclear new builds; Sizewell C will follow a coordinated contract strategy to use the same enriched uranium for its initial years while also deepening industrial links between Urenco, EDF, and DfT.
- Economic and strategic independence; a promotion of domestic fabrication (via Framatome UK) for local content and growth, raising value-capture to around 90% (as sited from SZC). Securing uranium enrichment as a pillar of UK energy autonomy and lessening the nations exposure to geopolitical risks.
- Lastly, this deal reinforces a Europe-wide focus on shared energy security amid global uncertainty.
Original release; https://www.urenco.com/news/global/2025/urenco-and-edf-sign-fuel-deal-at-world-nuclear-exhibition
Picture: Urenco
Low-enriched uranium is a must have for Aalo’s, ‘Aalo-X experimental reactor’. Commercially sourced nuclear fuel for a next generation power plant is not something a business in the West has done before.
One of the major fuel enrichment companies in the world, Urenco, operates plants in Europe (Germany, the Netherlands, and the UK), and the U.S. This deal allows Aalo to dodge supply slow down & demand and will help build pace. As an example, SMR developers are having to compete for DOE allocated HALEU (high-assay low-enriched uranium) due to limited domestic production.
Aalo has grand ambitions to build and “deploy hundreds of Aalo pods to power data centers with clean, reliable energy… This strategy lets us focus on scaling reactor manufacturing rather than diverting capital into complex, time-intensive fuel fabrication plants.”
Read more: https://www.aalo.com/post/fuel-duel-with-urenco
Picture: Aalo
A 40-minute webinar session, followed by a short Q&A session.
Speaker: Jamie Fairchild, NEA Uranium and Nuclear Fuel Analyst.
Event time: 12:30-13:30
The Global Nuclear Fuel Cycle – Covering:
- the processing of raw material into fuel
- the global distribution of these resources and services
- challenges associated with supporting the current reactor fleet
- the future deployment of conventional large scale and small modular reactors
Speaker Bio
Jamie has more than 20 years of experience in the uranium exploration, mining, and nuclear energy sectors. Prior to joining the Agency, he was responsible for managing Canada’s uranium and nuclear fuel portfolio for Natural Resources Canada. During that time, Jamie led Canada’s multi-lateral nuclear fuel collaboration efforts and represented Canada as their delegate to the joint NEA/IAEA Uranium Group, including as Vice-Chair. Jamie has also served as Chair of the Bureau for the IAEA’s Convention on Supplementary Compensation for Nuclear Damage during which time he led efforts to operationalise the treaty.
https://nuclearinst.com/Events/ygn-the-global-nuclear-fuel-cycle-opportunities-and-challenges/16163?OccId=22078
