Chris Curl,
Editor
Aug. 7, 2025
President Trump’s latest trade deal with the European Union isn’t just about reducing tariffs—it could kick off a global shake-up in the uranium market. With the EU agreeing to buy a whopping $750 billion in American energy products over the next three years—including a hefty chunk of nuclear fuel and tech—we may be witnessing the start of a new era for nuclear power and uranium demand.
This July, Trump and the EU signed a major agreement that goes beyond your typical energy pact. It’s a bold new vision for U.S.-EU energy relations, with nuclear power taking center stage. The deal locks in $250 billion a year in American energy purchases through 2028.
A big portion of that? Nuclear energy: reactors, enriched uranium, and advanced tech.
This isn’t just about buying fuel. The EU is betting on U.S. nuclear tech to help it cut ties with Russia—especially when it comes to energy. European Commission President Ursula von der Leyen made it clear: this deal is a move to end Europe’s reliance on Russian fossil fuels once and for all.
And the timing couldn’t be better. Europe’s energy security is under pressure, and its climate goals are ambitious. The EU is aiming to grow its nuclear capacity from 98 gigawatts in 2025 to up to 144 gigawatts by 2050.
That means billions in investment—and a huge appetite for uranium.
The European Nuclear Comeback: Big Demand, Bigger Opportunities
Europe’s turning to nuclear energy in a big way, and that means one thing for uranium: skyrocketing demand. According to EU projections, nuclear capacity could reach 109 GW in a moderate scenario—or up to 144 GW if all systems go.
And with each gigawatt needing about 175–200 tonnes of uranium per year, we’re talking about a massive supply surge. On top of that, Europe is eyeing Small Modular Reactors (SMRs)—compact, scalable nuclear units—with up to 53 GW possible by 2050. That’s thousands more tonnes of uranium every year.
Poland, the Czech Republic, Hungary, the Netherlands, and Sweden all have concrete nuclear expansion plans. Some countries, like Belgium and possibly even Germany, are reversing anti-nuclear policies entirely. This is more than a comeback—it’s a full-blown nuclear renaissance.
America’s Nuclear Supply Chain: Locked and Loaded
Trump isn’t just selling uranium—he’s building a powerhouse. His administration is ramping up America’s nuclear fuel capabilities, aiming to quadruple U.S. nuclear capacity to 400 GW by 2050. That benefits both U.S. energy independence and the European export market.
Companies like Centrus Energy (NYSEAMERICAN: LEU) are leading the way. Their Ohio plant is the only American-owned enrichment facility and could supply up to 25% of domestic needs—with plenty left for export. Crucially, it can produce HALEU fuel, essential for advanced reactors, including SMRs that Europe is now embracing.
Trump’s fast-tracked mining approvals (some completed in just 14 days!) and use of the Defense Production Act signal that uranium production is a national priority. This means U.S. producers can meet exploding global demand—and do it fast.
Out with Russia, In with the U.S.
Right now, Russia dominates the uranium enrichment world, controlling 44% of global capacity. It supplies a big chunk of both U.S. and EU nuclear fuel needs. But with the war in Ukraine, that’s becoming a major problem for the West.
Europe’s now racing to cut Russian uranium out of the picture, aiming for complete independence by 2027. Trump's trade deal steps in at the perfect moment, offering the EU a secure and politically stable supply alternative—one backed by guaranteed purchases and government support.
And for countries running Russian-designed VVER reactors, U.S. companies like Westinghouse (NYSE: WAB) have already developed compatible fuel. That locks in even more demand for American uranium for decades to come.
Why Uranium Prices Might Be Just Getting Started
Uranium isn’t traded like oil or gold. Most deals are long-term contracts, not fast-paced markets. So when major players like the EU commit to buying more, prices can jump—and stay high.
Spot prices have already climbed from March 2025 lows of $63.50/lb to over $70, with long-term contracts around $80. Some forecasts suggest uranium could stabilize around $90–100/lb as the supply gap widens.
And that gap is real. Production meets only about 80–90% of global demand, and inventory stockpiles are drying up. By 2030, we could see a 17,500-tonne shortfall—and by 2045, that could balloon to 100,000 tonnes.
Investors are paying attention. Stocks like Centrus are up 46%, and companies across the uranium value chain are drawing serious interest. The opportunity here stretches from mining to enrichment to reactor fuel fabrication.
Looking Ahead: A New Nuclear Era?
This trade deal might be the beginning of something much bigger. It sets up the U.S. as Europe’s go-to partner for nuclear energy, locking in long-term contracts that will last well beyond any election cycle.
Nuclear fuel contracts often span decades—matching reactor lifespans. This means steady revenue for American suppliers and more reason to invest in mining, processing, and tech.
And Trump’s blueprint could go global. Other countries—Japan, India, South Korea, even emerging markets in Africa—might follow Europe’s lead and ink similar deals with the U.S., especially if they’re looking to move away from Russia or China for their nuclear needs.
Whether you’re an investor, a policymaker, or just someone watching the clean energy space, this is a moment to watch. The fusion of strategy, tech, and energy security could make uranium one of the most important—and profitable—commodities of the 21st century.
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Keep coming back,
Chris Curl
Editor, Daily Profit Cycle