Nuclear Stocks Just Soared, More Room to Grow ... Solar & Wind plummet

[Melensdad]

At some point PRACTICAL investment makes sense.

Today the government took its finger off the "green new deal" side of the scale and reality hit.

Nuclear Stocks Soar After Report Trump To Sign Order Streamlining Reactor Approvals | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

FULL STORY AT LINK ABOVE ^^^

Nuclear Stocks Soar After Report Trump To Sign Order Streamlining Reactor Approvals​

President Donald Trump is expected to sign executive orders as early as Friday to boost the nuclear energy industry by streamlining reactor approvals and reinforcing fuel supply chains, Reuters reported on Thursday afternoon.​

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Four sources familiar with the matter told Reuters that the forthcoming orders aim to simplify the regulatory process for approving new nuclear reactors and to strengthen nuclear fuel supply chains amid mounting concerns over U.S. dependence on foreign suppliers.​

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The news sent nuclear stocks soaring in the after hours session, with names like NuScale and Oklo up 13% and 17%, respectively.​

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As we noted less than a week ago, both names are moving forward with SMR permitting and plans. Sam Altman-backed Oklo says it is navigating what CEO Jacob DeWitte calls “good uncertainty” as potential Trump administration executive orders could accelerate Nuclear Regulatory Commission (NRC) licensing, expand military and Department of Energy (DOE) nuclear roles, and boost U.S. nuclear fuel supply chains, according to UtilityDive.​

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On Oklo’s Q1 2025 earnings call, DeWitte confirmed the company is engaged in a “pre-application readiness assessment” with the NRC, aiming to smooth its formal license submission for a newly upsized 75-MW reactor design in Q4 2025. The company still targets late 2027 or early 2028 for first power production at its Idaho National Laboratory (INL) site.​

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DeWitte noted the recent departure of OpenAI CEO Sam Altman as Oklo board chair removes a potential conflict of interest should OpenAI become a future power customer. Oklo already holds about 14 GW in nonbinding agreements with data centers and industrial operators.​

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The White House is weighing four nuclear-related executive orders, including directives to overhaul NRC licensing with an 18-month deadline for new applications, reconsider radiation exposure limits, and authorize military and DOE property for reactor deployments—potentially bypassing standard NRC approvals.​

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These efforts aim to boost U.S. nuclear capacity to 400 GW by 2050, up from about 100 GW today. While the NRC is already implementing changes from last year’s ADVANCE Act, further reforms could shorten Oklo’s expected 24- to 30-month licensing timeline. . . .​

 

[Melensdad]

And its been formalized, in an executive order that was just signed.

"Trump goes Nuclear!"

Trump signs executive orders bolstering nuclear industry, domestic uranium mining

President Donald Trump is set to enforce "gold standard science" in federal research, reform nuclear reactor testing and boost uranium mining to reduce foreign reliance.

www.foxnews.com

Full story is much longer, visit the link for the whole thing, but I think this is some (FINALLY) great news for a stable electric grid and reliable power for the US. There is huge potential for Modular Nuclear Reactors to bring down the cost of electricity and this order seems to make it practically possible as opposed to theoretical.

Trump signs executive orders bolstering nuclear industry, domestic uranium mining​

President Donald Trump targets 'woke DEI initiatives' in science; seeks to mine uranium stateside​

May 23, 2025 1:39pm EDT​

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Fox News senior strategic analyst Jack Keane joins 'Fox & Friends' to discuss the status of negotiations with Iran over its nuclear program and the latest on a prisoner swap between Russia and Ukraine as the U.S. pushes for peace.​

President Donald Trump signed several executive orders (EOs) on nuclear energyproliferation and an order removing political considerations from public-sector science, as conservatives claimed the latter was scandalized in its response to the COVID-19 pandemic. . . .​

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President Donald Trump is set to sign executive orders regarding nuclear energy. (Getty)​

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. . . In terms of nuclear energy, one order will reform nuclear R&D at the Energy Department, accelerate reactor testing at national labs and establish a pilot program for new construction.​

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. . . Energy Secretary Chris Wright previously told Fox News Digital that revitalizing and highlighting the work of U.S. national labs is paramount to his agenda.​

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In a move that appears to support Wright’s push for nuclear power, Trump will sign an order aimed at advancing new reactor construction on public lands.​

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A senior White House official cited the importance of that type of reliable power-source for critical defense facilities and AI data centers.​

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Another order being signed Friday will overhaul the Nuclear Regulatory Commission (NRC) to require it to rule on reactor license applications within 18 months.​

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Only two new nuclear reactors have begun construction and entered into commercial operation since the Carter administration. . . .​

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