US DOE formalizes Nuclear Fuel Cycle Consortium to boost domestic nuclear fuel resilience.

The U.S. Department of Energy has officially established the Nuclear Fuel Cycle Consortium under the Defense Production Act, enabling coordinated industry efforts across the entire nuclear fuel supply chain. This consortium includes miners, enrichers, reactor developers, utilities, and specialized suppliers, all working together with antitrust protections to address bottlenecks and strengthen domestic nuclear fuel production. The initiative aims to support both current nuclear plants and future reactor deployments, creating new revenue opportunities and enhancing national energy security. Investors can gain exposure through the VettaFi Nuclear Renaissance Index, which covers a broad range of industry participants.