Overview

• President Trump signed four executive orders on May 23, 2025, setting ambitious goals to expand U.S. nuclear energy capacity from 100 GW to 400 GW by 2050.
• The orders include reforms to the Nuclear Regulatory Commission, mandating faster licensing timelines for new and existing reactors to accelerate development.
• One order invokes the Defense Production Act to prioritize domestic uranium production and reduce dependence on imports, particularly from Russia.
• The directives emphasize the role of advanced nuclear technologies, including small modular reactors and microreactors, for energy security and AI-driven power demands.
• Financial markets reacted positively, with uranium and nuclear-related stocks seeing significant gains following the announcement.