L.I.S.T. can help close the gap in the global commercial uranium enrichment capacity dominated by Russia, Europe and China.

“Geopolitical risks have catapulted the US into action. Executive Orders are channeling billions of dollars into rebuilding our nuclear fuel ecosystem, 15 with companies like Centrus Energy, Global Laser Enrichment, General Matter, and LIS Technologies in line to benefit. That said, commercial-scale deployment will require investment, create significant execution risks, and require policy support to guarantee not only US energy independence but also Al dominance.”

“Rising energy demand and electrification are stimulating the resurgence of the nuclear industry in the US. Given the shortfall in global enrichment capacity likely by 2030, the US must rebuild domestic capacity to remain competitive. Not only will increased domestic capacity support hyperscalers seeking clean reliable power and enable nuclear and SMR deployment, but it also will restore US leadership in the nuclear fuel cycle. Overcoming development and deployment challenges will require serious coordination between business and government, targeted policy support, and long-term investment. In our view. the US is gearing up for success.”