đš MAJOR ENERGY SHIFT đ«đ·đșđž
Franceâs Orano has secured nearly $900M from the U.S. Department of Energy to develop a uranium enrichment facility in Oak Ridge, Tennessee.
đ° Total project size: ~$5B
âïž Objective: Reinforce Americaâs domestic nuclear fuel supply
âł 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.
đ⥠Long-term energy opportunities are starting to look very compelling.