What President Trump's Executive Orders Mean for Nuclear Investors in 2025

The most aggressive push for nuclear energy in decades is now unleashed...

Last week, President Donald Trump inked multiple executive orders related to nuclear power – signaling that America's energy policy is entering a new atomic age.

Once the pride of U.S. energy, the nuclear-energy sector has been in retreat for decades... burdened by red tape and overshadowed by cheaper, easier natural gas and even renewable energy like solar.

Plants closed, projects stalled, and America fell dangerously behind.

As the U.S. idled – building only three new reactors in the past 30 years and shuttering many of the existing plants – Russia and China surged ahead.

Out of roughly 70 nuclear reactors currently under construction in 15 countries, more than half are in China and Russia. Today, these two countries dominate the nuclear industry, controlling much of the market and the uranium supply chains critical to powering reactors worldwide.

Trump's executive order aims to reverse this trend.

At its heart, it calls for a rapid expansion of American nuclear capabilities, quadrupling the nation's nuclear power generation by midcentury. This ambitious target isn't just about electricity – it's about reasserting American industrial leadership.

"We're signing tremendous executive orders today that really will make us the real power in this industry," Trump declared at the signing ceremony.

And with those words, America has fully reentered the global nuclear-energy race. (Legendary Wall Street analyst Whitney Tilson recently discussed the top seven nuclear stocks investors should watch right here.)

From Red Tape to a Green Light

One of the order's most striking directives was aimed at America's notoriously cautious Nuclear Regulatory Commission ("NRC").

Long viewed as the primary bottleneck slowing new nuclear projects, the NRC has clear marching orders: Speed things up.

Where it once took years or even decades for a new reactor to receive approval, Trump's mandate now sets a target of just 18 months. Regulatory hurdles, once seen as immovable roadblocks, will be cleared away. The president wants to see shovels hitting dirt, reactors rising, and American energy dominance restored – quickly.

So why nuclear, and why now? The answer lies deep within the heart of the artificial-intelligence ("AI") technological revolution.

AI requires massive amounts of steady, reliable energy, something solar and wind struggle to provide consistently. Data centers powering the AI revolution already consume huge amounts of electricity, and their needs are only growing.

As Joseph Dominguez, CEO of Constellation Energy (CEG), noted...

We have some of the largest companies in the world – the hyper-scalers – who need this energy for AI, who are now working with us to fund the development and construction of the next-generation nuclear.

Nuclear is a 24/7 resource. These [data centers] run 24/7. Some of them will cost [$200 billion, $300 billion], and they want to run them all the time so we can't use intermittent resources. We need something that's always on 24/7 and nothing does that better than nuclear.

Trump's order explicitly ties nuclear power to national security and technological leadership.

He has even directed the Department of Defense to begin looking at powering critical military installations and sensitive AI research centers with advanced small modular reactors. This ensures uninterrupted energy, secure from geopolitical disruptions or sabotage.

In other words, the U.S. government isn't just betting on nuclear to keep the lights on. It's betting nuclear will power America's next AI-driven technological leap forward...

A Nuclear Renaissance in America

Of course, none of this matters without the uranium that fuels nuclear fission plants. And here, one of Trump's executive orders takes its most aggressive stance.

For decades, the United States has imported almost all the uranium powering its reactors. Much of that uranium has come from adversaries like Russia.

Trump's directive states clearly: That ends now.

He ordered immediate steps to rebuild America's entire uranium supply chain – from mining and milling to enrichment and fuel fabrication. For the first time since the Cold War, the U.S. will produce most of its own uranium, drastically reducing foreign dependence.

The markets reacted swiftly – uranium prices jumped sharply along with shares of nuclear companies across the industry.

Another of these executive orders also explicitly calls for a reinvigoration of U.S. nuclear exports. Trump has tasked the State Department to aggressively pursue agreements to export American reactors and technology.

And beyond energy independence and security, Trump's nuclear push aims directly at the heart of the American economy. Building reactors creates thousands of high-paying jobs, stimulates manufacturing, and revitalizes towns long abandoned by traditional industries.

Companies across the country – from startups designing advanced modular reactors to construction firms – are gearing up for an industrial renaissance.

Just as hydraulic fracturing ("fracking") triggered an unexpected shale boom, Trump's nuclear orders may unleash a comparable transformation – one powered by atomic energy rather than oil.

And of course, nuclear fission reactors are just the start... the "Amazon Helios" project is waiting in the wings to transform American energy. Learn more here.