economy

January 21, 2026

Nuclear Stocks Surge After Trump Tells Davos “US Going Heavy Into Nuclear”

We are very likely still in the earliest stages of the US nuclear renaissance.

Nuclear Stocks Surge After Trump Tells Davos “US Going Heavy Into Nuclear”

TL;DR

  • President Trump promoted the US nuclear industry at Davos.
  • Nuclear industry stocks rose following Trump's comments.
  • The US nuclear industry has experienced decades of decline due to safety fears, cheap natural gas, regulations, and activism.
  • The current federal administration is providing unprecedented support to the nuclear industry.
  • The US government recognizes deficits in uranium mining, enrichment, manufacturing, and advanced reactor development.
  • Government support includes awards for enrichment, faster licensing, and new applications like space reactors.
  • The DOJ has granted antitrust immunity for companies revitalizing domestic nuclear capabilities.
  • Hundreds of billions of dollars are designated for reactor development, supported by US government and foreign aid from Japan and South Korea.

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