Companies
Centrus Energy Corp (LEU)
US uranium enrichment company. Licensed to produce HALEU (High-Assay Low-Enriched Uranium) — critical fuel for advanced reactors and SMRs. Operates enrichment demonstration cascade at Paducah, Kentucky. Strategic national security role.
Constellation Energy (CEG)
Largest operator of nuclear power plants in the USA with ~21 GWe of nuclear capacity. Spun off from Exelon in 2022. Fleet includes Calvert Cliffs, Braidwood, Byron, Dresden, Limerick, Nine Mile Point, Quad Cities, and others. Major beneficiary of nuclear PTC under IRA.
Nano Nuclear Energy (NNE)
Advanced nuclear startup developing micro-reactors: ZEUS (solid core battery) and ODIN (microreactor) targeting remote power and defense applications. Also developing HALEU fuel transport and supply chain. Early-stage, pre-revenue.
Ur-Energy Inc (URG)
Junior uranium producer operating Lost Creek in-situ recovery (ISR) uranium mine in Wyoming — one of the lowest cost uranium operations in the USA. Licensed Shirley Basin project for future production. Leveraging US uranium production incentives.