Lightbridge
LTBR
Lightbridge Corp (LTBR) develops advanced metallic nuclear fuel for light water reactors.
Fuel design promises 30% higher power output and 1000-day refueling cycles. Tested in Russian research reactor; pursuing US qualification. Market cap under $50M in 2024.
Why it matters now
Fuel innovations address efficiency needs for data center PPAs extending reactor life into 2030s, amid SMR fuel qualification bottlenecks.