Just 7% of the Uranium Delivered to U.S. Reactors Last Year Was U.S.-Origin. The Reactor Pipeline Is Still Moving.
Key Highlights
- ➤46.9 million pounds of uranium delivered to U.S. reactors in 2025; domestic share fell to 7%
- ➤Constellation Energy signed a 20-year Google agreement covering 890 MW of new nuclear capacity
- ➤TVA received the first U.S. BWRX-300 construction permit from the NRC
- ➤U.S. uranium production rose to 2.1 million pounds in 2025 from 657,000 pounds
- ➤Ur-Energy shipped first uranium from Shirley Basin and processed 140,873 pounds in Q2 2026
Expert Statements
Eric Gray, CEO of GE Vernova Power Segment
“This is a milestone for TVA and GE Vernova Hitachi Nuclear Energy, and an important moment for new nuclear in the United States”
Joe Dominguez, Chairman, president and CEO of Constellation
“Preserving and expanding the output of the existing nuclear fleet and developing new clean generation is critical to meeting our nation’s growing energy needs while keeping costs affordable for homes and businesses”
Matt Gili, President & CEO of Ur-Energy
“This first shipment is not only the start of full operations at Shirley Basin, it also marks Ur-Energy’s transition to a multi-asset, domestic U.S. uranium producer. It is important to note that Shirley Basin moved from construction decision to production in just two and a half years”
Mark Mukhija, CEO of Eagle Nuclear Energy
“During the third quarter we maintained our disciplined approach to advancing our core assets, as we continue to work towards development of an integrated nuclear energy platform combining domestic uranium resources with advanced SMR technology”
Seth Grae, Chairman and Chief Executive Officer of Lightbridge
“This is the most important step we have taken toward putting Lightbridge Fuel into commercial reactors, and it changes how investors should understand our timeline”
Seth Grae, Chairman and Chief Executive Officer of Lightbridge
“A DOE-authorized facility will let us manufacture full-scale Lightbridge Fuel assemblies that nuclear utilities will run in their plants, and can produce them years sooner than a conventional facility licensing path would allow.”
RENO, Nev., Oct. 26, 2026 (GLOBE NEWSWIRE) -- Energy Metal News News Commentary - Owners and operators of U.S. civilian nuclear power reactors purchased a total of 46.9 million pounds of uranium (U3O8 equivalent) in 2025, and U.S. material accounted for 7% of those deliveries, down from 8% in 2024, according to the U.S. Energy Information Administration (EIA). Canada was the top source at 32%, followed by Kazakhstan at 28% and Australia at 15%. At the same time, regulators are clearing the way for new reactors and utilities are signing long-term deals to add nuclear output, which puts more attention on where the fuel for that growth will come from. Companies mentioned in today’s commentary include: Eagle Nuclear Energy Corp. (NASDAQ: NUCL), GE Vernova Inc. (NYSE: GEV), Constellation Energy Corporation (Nasdaq: CEG), Ur-Energy Inc. (NYSE American: URG), Lightbridge Corporation (Nasdaq: LTBR).
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