Trump’s New Nuclear Executive Order

President Trump is expected to sign an executive order to reignite the U.S. nuclear industry. Energy Secretary Chris Wright called this America’s “new Manhattan Project.” 

With AI and data centers driving a surge in electricity demand, nuclear energy serves as more than just a clean energy solution – it’s strategic infrastructure. 

What’s in the Order?

Faster Reactor Approvals

The order slashes red tape for nuclear plant construction. Federal agencies will be directed to streamline permitting, fast-track environmental reviews, and identify federal sites ready for development.

Securing the Uranium Supply Chain

The U.S. still leans heavily on Russia and China for enriched uranium. Trump will invoke the Defense Production Act — labeling it a national emergency — to ramp up domestic uranium mining and processing.

Federal Land for New Reactors

Agencies will pinpoint government land where reactors can be built fast. This allows small modular reactors (SMRs) at military bases, national labs, or federal energy corridors.

Billions in Federal Funding

The Department of Energy will tap into its loan program, unlocking hundreds of billions of dollars to fund the next generation of nuclear plants.

Shifting the NRC’s Role

The Nuclear Regulatory Commission could also see pressure to move from gatekeeper to accelerator. 

Nuclear Names On The Rise

New issue nuclear stocks – $OKLO, $SMR and $NNE are all up double-digits on the news. 

Oklo – $OKLO

NuScale Power – $SMR

Nano Nuclear Energy – $NNE

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Godspeed – Rosebee

_{Disclosure: The author of this newsletter holds $ACHR/W.}