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LongPort - 辰逸
辰逸

US to Establish Strategic Uranium Reserve

Energy Secretary Wright confirms Washington is investing real money in nuclear security:

• Domestic supply— $Energy Fuels(UUUU.US), $Uranium Energy(UEC.US) are direct beneficiaries of federal reserve purchases

• Global contracts— $Cameco(CCJ.US) locks in pricing power as the market resets

• Downstream demand— $Oklo(OKLO.US), $NuScale Power(SMR.US) depends on next-gen reactor cycles requiring secure fuel

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