🚨 MAJOR ENERGY SHIFT 🇫🇷🇺🇸
France’s Orano has secured nearly $900M from the U.S. Department of Energy to develop a uranium enrichment facility in Oak Ridge, Tennessee.
💰 Total project size: ~$5B
⚛️ Objective: Reinforce America’s domestic nuclear fuel supply
⏳ Timing is key: Russian uranium import ban begins in 2028
This marks a meaningful push toward energy independence and could act as a long-term tailwind for the nuclear sector. As global electricity demand accelerates, nuclear power is quietly stepping back into the spotlight.
👀⚡ Long-term energy opportunities are starting to look very compelling.
