Nick Hodge,
Publisher
June 10, 2025
President Trump just signed the most aggressive set of executive orders in modern U.S. history aimed at resuscitating the American nuclear sector — and by extension, reviving the entire uranium fuel cycle.
You’ve heard me say it for years: the U.S. let its nuclear edge erode. We offshored enrichment, gutted conversion capacity, and became dependent on Russian and Kazakh uranium to keep the lights on.
Now? There’s a full-blown war effort to reverse that.
Trump’s new directive orders the Department of Energy to:
- Expand uranium conversion and enrichment capabilities.
- Restart, complete, and build new nuclear power plants (10 large ones by 2030).
- Establish programs to reprocess nuclear fuel, not just bury it.
- Tap the Defense Production Act to guarantee purchases from U.S. uranium companies.
- Prioritize funding for fuel fabrication and small reactor deployment.
- Create industry consortia for a complete domestic nuclear supply chain — from milling to enrichment to fabrication to recycling.
In other words: everything we've been saying would happen… is now happening. We are going back to the 1950s model of full-spectrum energy dominance — this time for the 21st century.
This is unequivocally bullish for uranium stocks like these.
I've been banging the drum for years about uranium’s inevitable resurgence — and now the top levels of government are making uranium and nuclear energy a matter of national security.
Not only has President Trump issued multiple Executive Orders designed to fast-track the approval of new nuclear reactors and reform the Nuclear Regulatory Commission…
The Department of the Interior greenlit uranium development in Utah with fast-track permitting that shaves years off the previous timelines.
And over in the UK, £14 billion was earmarked to advance the massive Sizewell C nuclear plant—part of what they’re calling a “golden age” for clean energy.
It’s not just validation of our long-term thesis. It’s a green light to lean in harder.
Meanwhile, most investors still haven’t caught on.
That’s exactly what I want to see. Because as Rick Rule reminded me recently, “You’re either a contrarian or a victim.” Right now, uranium is still contrarian—largely because most investors don’t understand how the market actually works.
They obsess over the “spot price” of uranium. But the real action—the price utilities actually pay—is in the opaque, long-term contract market. And that market is heating up.
These contracts allow developers and producers to presell uranium supply years in advance—at premium prices—and use those contracts to finance construction. It’s a game-changer. There’s no other commodity market with this kind of structure.
That’s why we’ve spent the past year zeroing in on the best-positioned uranium companies. Ones with proven deposits. With access to the U.S. or allied nations. And with leverage to rising contract prices—not just headlines.
And now I’m sharing what we've found in this updated report.
If you want to position ahead of the next major announcement—another Executive Order, a utility deal, or a nation-state buying spree—now is the time to act.
The last time this setup appeared, uranium stocks didn’t just double. They soared 1,000%, even 2,000% and more in a matter of months.
You don’t need to catch every wave. Just the right one.
Click here now to read our new uranium investing report—and get Gerardo’s top uranium stock picks—before the next leg higher begins.
Call it like you see it,
Nick Hodge
Publisher, Daily Profit Cycle