Last updated: 31st July 2025 | Author: Jake Coulson
After decades on the sidelines, nuclear power is experiencing a global resurgence. Energy security concerns, the push for decarbonisation, and shifting public sentiment have converged to place nuclear firmly back on the policy agenda. From Europe to Asia, governments are extending reactor lifespans, restarting plants, and planning next-generation nuclear builds. This revival is not just a political shift – it’s a structural pivot in the global energy mix.
President Trump has signed 157 Executive Orders since returning to the oval office
President Trump’s recently announced executive orders giving the green light to an expansion in nuclear energy signalling a major milestone in the nuclear and uranium investment case.
By invoking Cold War-era emergency powers to secure the uranium supply chain and mandating faster approvals for new reactors, the US is signalling that nuclear power is now central to national security, industrial competitiveness, and the broader energy transition.
The use of Cold War legislation also makes it clear that Washington is intent on reducing reliance on adversarial states for strategic materials. For uranium markets, this represents a potentially powerful long-term catalyst.
Beyond the headlines, the structural drivers for uranium remain firmly in place:
Nuclear power is regaining momentum as a low-carbon, stable baseload source. This resurgence has reignited demand for uranium – the essential fuel for nuclear reactors. Years of underinvestment in uranium mining has tightened supply, coinciding with nations ramping up nuclear capacity to meet climate targets.
Uranium miners may be particularly well-positioned. Unlike other commodities, higher prices don’t immediately lead to new supply. Most projects have long lead times and complex permitting.
We are entering an era where energy policy, national security, and investment flows are converging around nuclear power. Policies such as Trump’s executive orders are not just political theatre but part of a broader, global policy shift that will potentially provide a strong tailwind for uranium and uranium miners.
Europe is looking to restart a number of nuclear power plants
Whilst President Trumps executive orders are seen as a major boost for nuclear power, the US is not the only state to turn towards nuclear power as an energy source.
In Europe, we’re witnessing something of a nuclear renaissance as countries across the continent look to bolster their energy independence.
Key developments include:
The trend is clear – Europe is embracing, and in many cases reembracing, nuclear power. Softening positions in historically anti-nuclear countries like Germany highlight how the need for energy security is overcoming past divisions.
Furter afield, Japan has restarted 14 of its nuclear reactors – and three more have received approval. Despite the Fukishima incident in 2011 and Japan taking all its nuclear reactors offline, the country is reembracing nuclear despite prior reluctance.
With the US looking to quadruple its nuclear capacity, we could be on the brink of a nuclear-powered age.
Accessing the nuclear renaissance
For investors, the implications are clear. As nuclear demand grows, so too does the need for uranium – the essential fuel powering this transition. With limited new supply and long lead times for mining projects, uranium prices may face upward pressure. This creates a compelling opportunity for exposure to both physical uranium and the miners positioned to meet the world’s renewed appetite for nuclear energy.
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