Overview

• U.S. Energy Secretary Chris Wright signaled plans to expand a strategic uranium reserve to curb reliance on Russian supplies and bolster confidence in nuclear power.
• Centrus Energy rose 29.52% from September 16–23 to a 10-year high, with momentum reinforced by an MoU to expand operations in Ohio with Korea Hydro & Nuclear Power and POSCO International.
• enCore Energy gained 23.11% after the EPA denied a review petition against permits for its Dewey Burdock project, which the company says remains on a federal fast-track.
• Energy Fuels shares were at a 52-week high, with Jim Cramer stating he would not go against the stock.
• Energy Fuels reported producing its first kilogram of 99.9% dysprosium oxide at the White Mesa Mill and plans initial terbium oxide samples in the fourth quarter of 2025.