Government Ownership And Equity Conversion UncertaintyPotential government ownership terms or equity conversion mechanics in large reactor initiatives could change partner returns and introduce uncertainty around project economics for suppliers and investors.
Project Financing And Offtake RiskMajor reactor projects still require private equity commitments and robust offtake agreements, creating execution and commercial risk that could delay demand growth and affect supplier economics.
Quarterly Performance And Earnings ShortfallA reported quarterly performance showed lighter uranium and fuel-services sales with adjusted earnings below expectations, raising concerns about near-term cash flow and segment profitability.