US Nuclear Growth at Risk as Enrichment Supply Gap Looms

2026-02-25 08:34:06 ET

A looming shortage of uranium enrichment services could threaten plans to expand US nuclear power, according to the chief executive of Centrus Energy Corp (NYSE:LEU) , one of the country’s largest suppliers of enriched uranium fuel.

Amir Vexler, chief executive of Centrus, warned that rising demand from existing reactors, combined with a legislated ban on Russian uranium imports, risks creating a supply gap before new domestic capacity is ready.

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