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3 Overlooked Nuclear Fuel Supply Chain Winners

Author: Nathan Reiff. Article Published: 4/26/2026.

The International Atomic Energy Agency recently raised its projections for global nuclear power capacity for the fifth consecutive year and now expects capacity to more than double by 2050. Yet nuclear energy remains unfamiliar to many investors, who may not fully appreciate the complexities of the nuclear fuel supply chain — from mining and enrichment to fuel fabrication, reactor operation and waste disposal.

With demand for nuclear power growing for data centers and other applications, suppliers across the nuclear fuel chain — the so-called pick-and-shovel plays — could benefit. That means investors can look beyond pure-play miners for alternative ways to gain exposure to the expanding nuclear sector.

Major Provider of a Critical Enriched Product Sees Big Boost From DOE Contract

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Centrus Energy Corp. (NYSE: LEU) supplies nuclear fuel enrichment services and is the only American company licensed to produce high-assay, low-enriched uranium (HALEU). HALEU is more energy-dense and is essential for many advanced reactor designs, giving Centrus a near-monopoly in a critical segment of the market.

That position has translated into meaningful wins. Late in 2025, Centrus won a $900 million HALEU enrichment award from the Department of Energy. Structured as a procurement contract, the award will help the company expand HALEU production capacity. As a result, Centrus reported nearly $449 million in revenue for 2025 and a backlog of $3.8 billion extending to 2040.

While LEU shares nearly tripled over the past year, they are down about 10% year-to-date. That pullback reflects certain risks in the business, including dependence on Russian supplies and rapidly rising capital expenditures. Still, roughly half of analysts rate LEU a Buy, and the consensus price target implies nearly 25% upside.

Low-Cost In-Situ Production Gives Uranium Energy Corp. a Margin Edge

Uranium Energy Corp. (NYSEAMERICAN: UEC) is a notable — and often overlooked — domestic producer of yellowcake, the uranium concentrate used as an intermediate material in the fuel cycle. In its latest quarter, UEC produced nearly 45,800 pounds of yellowcake.

UEC's in-situ recovery (ISR) process keeps costs low; cash costs were roughly $40 per pound of yellowcake in the period. The company sold about 200,000 pounds at over $100 per pound, generating approximately $20 million in revenue and roughly $10 million in gross profit.

That low-cost production helped UEC build a strong cash position of more than $800 million and remain debt-free. With nearly 1.5 million pounds of yellowcake inventory on hand, the company is well-positioned to supply utilities and fuel fabricators going forward. Despite tripling over the past year, UEC shares are still projected to rise by about 16% according to consensus estimates.

Rapid Medical Industry Growth Fuels BWX's Expansion

BWX Technologies Inc. (NYSE: BWXT) provides nuclear components and services, with a core focus on propulsion systems for naval reactors. The company also manufactures small modular reactors and components for civilian uses, including the medical industry.

BWX's multi-sector approach has paid off. In its latest results, the company reported that 2025 revenue rose 18% year-over-year and earnings per share increased 20%. Free cash flow and adjusted EBITDA also improved, and the medical segment reached $100 million in annual revenue — underscoring BWX’s diversified end markets beyond data center power.

Acquisitions and new facilities are supporting rapid expansion without undermining the company's balance sheet. BWX lowered interest costs and improved liquidity to $1.7 billion by the end of 2025. The company also offers investors a modest dividend. Analysts are broadly positive on BWXT, with more than two-thirds of ratings at Buy or equivalent (consensus forecast).