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13.07.26 - 12:06
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Nuclear Fuel Leader Centrus ′At A Discount′ As Structural Uranium Enrichment Deficit Looms; Needham (ZeroHedge)
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Nuclear Fuel Leader Centrus 'At A Discount' As Structural Uranium Enrichment Deficit Looms; Needham
Needham analyst Carter Goman published a report on Centrus Energy (NYSE: LEU), reaffirming a Buy rating while cutting the price target to $264 from $314.
Recently trading around $171, the shares have lagged the broader markets year-to-date, presenting what Goman views as an attractive entry point for investors seeking exposure to the domestic enrichment leader.
Goman attributes the underperformance primarily to a “focus on capital expenditures for the planned Piketon capacity and normalized economics relative to established enrichment competitors Urenco and Orano, in addition to skepticism around timelines for new nuclear
build”.
He leaves the core financial estimates largely unchanged but adjusts the target to reflect a mark-to-market on the cost of capital for the first-of-a-kind (FOAK) Piketon project.
The bullish investment thesis is underscored by Centrus' strategic positioning....
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09.07.26 - 13:54
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Indien möchte mehr Uran aus Australien für Stromerzeugung (DPA-AFX)
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MELBOURNE/NEU-DELHI (dpa-AFX) - Indien will mehr Uran aus Australien für die Stromerzeugung in Atomkraftwerken importieren. "Heute haben wir eine wichtige Einigung im Bereich der Nuklearenergie erzielt", sagte der indische Premierminister Narendra Modi ......
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03.07.26 - 17:15
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Centrus Energy Signs Billion Dollar Contract With DOE For Uranium Enrichment (ZeroHedge)
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Centrus Energy Signs Billion Dollar Contract With DOE For Uranium Enrichment
Following up from the announcement earlier this year when the Department of Energy (DOE) chose multiple companies to receive grant money for restoring domestic uranium enrichment capacity, Centrus Energy has now finalized a contract valued over $1 billion (including options).
"Centrus is competing for funding from the U.S. Department of Energy to expand U.S. enrichment capacity."
Competing with whom?
How much you need? $5BN? $10BN? $20BN? Done https://t.co/i1t7vf3bdl
— zerohedge (@zerohedge) August 25, 2025
Centrus will transition the existing cascade at their Ohio plant from a government-supply production line to commercial operations.
The centrifuges in the current cascade can produce about 900 kg of high-assay low enriched uranium (HALEU) per year. The company has produced about 1,900 kg for the DOE since initial production began in 2023.
The transition to full scale commercial operations has been d...
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02.07.26 - 12:24
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Griechenland prüft Einstieg in Kernenergie (RND)
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Das Land an der Ägäis deckt einen guten Teil seines Strombedarfs aus erneuerbaren Energien. Jetzt überlegt Athen, auch auf Atomkraft zu setzen – wenn auch anders als in anderen Ländern. Das hat mit der Erdbebengefahr dort zu tun....
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