Mar. 20 at 3:03 PM
$DYLLF
The federal government has explicit plans to massively expand nuclear capacity—targeting up to 4× current output by ~2050 
• Orders and policy changes are aimed at:
• speeding up reactor approvals
• building new reactors by ~2030
• reopening old plants
• using federal land for nuclear projects 
👉 Bottom line: This is not theoretical anymore. It’s being pushed at the executive level.
⸻
☢️ 2) Uranium supply is now a national priority (this is key)
The U.S. has a serious uranium problem:
• Heavy reliance on imports (including Russia historically)
• A projected supply gap over the next decade 
• Demand rising fast due to:
• AI/data centers
• electrification
• nuclear buildout 
So what are they doing?
✔️ Actions already underway:
• Ban on Russian uranium imports (phasing out by 2028) 
• Billions allocated to build domestic enrichment capacity 
• Contracts issued to multiple companies to produce uranium fuel in the U.S. 
