Government PartnershipStrategic U.S. government and Westinghouse partnership to deploy new reactors expands potential nuclear build-out and supports long-term uranium demand, enhancing the company's market opportunity.
Reactor Technology Risk ReductionDemonstrated safety and simplicity of the AP1000 design, combined with resolved regulatory issues from prior builds, reduces technical risk for new reactors and can accelerate utility orders that benefit integrated uranium producers.
Uranium Pricing And Contract Re‑contractingRising long-term uranium contract prices create opportunities to re-contract sales at stronger levels, supporting potential margin and earnings improvement as volumes are locked in.