Trump and Meta’s nuclear deals address the AI-fueled energy crisis. But can U.S. uranium supply meet demand? - MarketWatch
1. Trump's orders boost U.S. nuclear sector but face uranium supply challenges. 2. Quadrupling nuclear capacity to 400 GW requires 180 million pounds of uranium annually. 3. U.S. produced only 800,000 pounds of uranium last year, relying on imports. 4. High uranium prices necessary, with estimates of $150-$200 per pound for production. 5. Nuclear power demand is expected to rise significantly, especially from data centers.