enCore Energy
EU
enCore Energy Corp (EU), Texas ISR uranium producer targeting 2M lbs/year from Alta Mesa and Rosita.
First new US mill in 40 years at South Texas; 2024 production started. 30M+ lbs resources. Market cap ~$500M CAD.
Why it matters now
Rapid restarts position for 2026 HALEU and PPA demand; exemplifies US supply response to import ban.