0015 GMT - President Trump's signing of four nuclear-focused executive orders marks the most aggressive U.S. intervention in the nuclear energy industry in decades, says Jefferies. The policies mandate regulatory reform at the Nuclear Regulatory Commission, fast-track advanced reactor development, and support the entire front end of the nuclear fuel cycle, analyst Daniel Roden says. Jefferies says the executive orders could lead to some 35 gigawatts of new nuclear capacity by 2035, with other assets upgraded and kept in service longer. "This translates to an estimated uplift in U3O8 demand of 10-15 million lbs/year by 2035 from 40 million lbs/year, with initial core loads alone requiring 12-15 million lbs in early 2030s," Jefferies says. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

May 25, 2025 20:15 ET (00:15 GMT)

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