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3 Overlooked Nuclear Fuel Supply Chain Winners

Authored by Nathan Reiff. Originally Published: 4/26/2026.

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

With nuclear power increasingly in demand for data centers and other uses, companies that operate as pick-and-shovel plays within the nuclear supply chain could be positioned to benefit. Investors can look beyond pure-play miners for alternative ways to gain exposure to the growing nuclear energy sector.

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Centrus Energy Corp. (NYSE: LEU) provides nuclear fuel enrichment services and is the only U.S. firm licensed to produce high-assay, low-enriched uranium (HALEU). This highly energy-dense form of uranium is important for fueling many types of reactors, giving Centrus a near-monopoly in a critical corner of the market.

That position has produced significant wins in recent quarters. Late in 2025, for example, Centrus secured a $900 million HALEU enrichment award from the Department of Energy. The procurement is intended to help the company scale HALEU production capacity. These developments have strengthened Centrus's finances: in 2025, revenue climbed to nearly $449 million and backlog reached $3.8 billion, extending through 2040.

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

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

Among uranium miners, Uranium Energy Corp. (NYSEAMERICAN: UEC) stands out as a domestic producer of yellowcake, the uranium concentrate that serves as an intermediate product in uranium processing. In its latest quarter, Uranium Energy produced nearly 45,800 pounds of yellowcake.

Uranium Energy's in-situ recovery process keeps costs low—cash costs were about $40 per pound of yellowcake in the same period. Over that stretch, the company sold roughly 200,000 pounds for more than $100 per pound, generating about $20 million in revenue and roughly $10 million in gross profit.

That low-cost profile helped the company build a strong cash position of more than $800 million as of the most recent report while remaining debt-free. With nearly 1.5 million pounds of yellowcake inventory on hand, Uranium Energy is well-positioned to supply raw material to nuclear firms for the foreseeable future. That may help explain why, despite tripling over the past year, UEC shares are projected to rise another ~16%.

Rapid Medical Industry Growth Fuels BWX's Expansion

BWX Technologies Inc. (NYSE: BWXT) supplies nuclear components and services, with a particular focus on propulsion systems for naval reactors. While the company has a strong defense niche, it also builds small modular reactors and components for civilian uses, including the medical industry.

BWX's multi-sector approach has paid off—last quarter the company reported full-year 2025 revenue up 18% year-over-year and earnings per share up 20%. Free cash flow and adjusted EBITDA also rose, driven by healthy commercial operations. Notably, the medical segment reached $100 million in annual revenue, making BWX an attractive nuclear play for investors looking beyond data-center applications.

Acquisitions and new facilities are helping BWX expand rapidly without undermining its balance sheet. The company reduced interest costs and increased liquidity to $1.7 billion by the end of 2025. BWX also pays a modest dividend. Analysts are largely bullish on the stock—more than two-thirds of those covering BWXT rate it a Buy or equivalent.