U.S. Uranium Enrichment Resurgence

A private company (General Matter) secured roughly $900 million to re‑establish large‑scale uranium enrichment capacity in the United States, reviving industrial sites (e.g., Paducah) after decades of decline. This is not just a corporate financing story but the restart of a strategic part of the nuclear fuel cycle with immediate implications for supply security and domestic industrial policy. — If domestic enrichment scales, it will reduce dependence on foreign enrichment services, reshape nuclear fuel markets, affect non‑proliferation diplomacy, and alter how the U.S. plans reactor deployments and emergency fuel resilience.