Fuel Supply Gap Could Hold Back U.S. Nuclear Energy Renaissance

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Why This Matters

A potential fuel supply gap may hinder the growth of nuclear energy in the US due to increasing demand and a looming ban on Russian nuclear fuel imports, but domestic enrichment capacity expansions may alleviate the issue.

Market Impact

Market impact analysis based on neutral sentiment with 80% confidence.

Sentiment
Neutral
AI Confidence
80%
Time Horizon
Short Term

Article Context

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Soaring demand for power generation, the U.S. goal of quadrupling nuclear electricity generation by 2050, and a looming ban on Russian nuclear fuel imports could create a bottleneck in the nuclear fuel supply chain, according to U.S. enrichment company Centrus Energy. The American supplier of the key nuclear fuel is expanding domestic enrichment capacities, and so are other major Western firms. But until the new plants come online early next decade, the U.S. could face a supply gap in the fuel, Amir Vexler, chief executive at Centrus Energy, says.…

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Original article published by OilPrice.com on February 25, 2026.
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