$Centrus(LEU)$ Centrus Growth Enriched by Domestic HALEU Deal
- The first domestic enriching capacity contract was granted to Centrus since US capacity fell to 0 in 2013.
- Significant money in next-generation nuclear technology utilizing HALEU fuels. Centrus has first mover advantage, being granted $150 million from the DoE for commercialization.
- Centrus expects a 40% growth in nuclear energy by 2050 without climate incentive policies. 105% with those policies included.
- Every US reactor imports 100% of its fuel, including 30% from Russia. Estimated 15 million SWU gap if Russia is cut off from uranium exports
https://buildingbenjamins.com/stock-thoughts/video-centrus-growth-enriched-by-domestic-haleu-deal/
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