Amazed some time how Nextgen is so quiet in the forum. 5 year time frame to production might be it of course.
Adding this here as we are specifically mentioned. It applies to all the sector of course. Those I hold in or about to be in production in particular of course
Here’s a focused breakdown of how the One Big Beautiful Bill (H.R.1) is positively impacting #nuclear energy—and #uranium specifically, especially from the perspective of an investor in Canadian uranium equities: 1. Preserving and Extending Nuclear IncentivesWhile the bill rolls back many green energy supports (like solar, wind, and EV tax credits), it deliberately preserves and strengthens nuclear energy incentives, including: 45U Nuclear Production Tax Credit•Provides direct financial incentives for operating nuclear plants.•The bill extends eligibility and ensures long-term revenue certainty for utilities using nuclear.•Result: Encourages utilities to keep older plants online and invest in new ones—translating into consistent uranium demand. 45Y/48E Clean Electricity Credits•Advanced and small modular nuclear reactors (SMRs) remain eligible.•These credits are transferable and stackable with other credits, making financing new builds easier.•Result: Boosts private capital interest in SMR development, which is very uranium-fuel intensive.⸻ 2. Fast-Tracking New Nuclear CapacityThe bill supports:•Streamlined permitting for next-gen reactors•Fast-tracked HALEU (High-Assay Low-Enriched Uranium) fuel development•Expanded Department of Energy (DOE) procurement authority for domestic and allied uraniumWhy this matters for uranium:•SMRs and HALEU projects require more enriched uranium per unit than conventional reactors.•The U.S. currently lacks the enrichment capacity for HALEU—so it will source uranium feedstock from allies like Canada.⸻ 3. Demand Support Through Energy Security FramingThe bill’s pro-nuclear stance is tied directly to:•Grid stability•Energy security•Reducing reliance on hostile nations (like Russia)Effect:•The U.S. is becoming more willing to sign long-term uranium supply contracts, which helps miners like Cameco, Denison, and NexGen plan production and expansion.⸻ 4. Strategic Advantage for Canadian UraniumCanada—particularly Saskatchewan—is seen as a:•Trusted uranium supplier•Stable jurisdiction•ESG-compliant producer (important for institutional capital)The Big Beautiful Bill reinforces the West’s shift away from Russian uranium and solidifies Canada’s place in the U.S. fuel supply chain, especially as new plants are built.⸻ 5. Indirect Boost to Uranium PricesWith demand rising and Russian imports banned (from the earlier Uranium Import Ban Act), and now this bill cementing nuclear’s central role, the uranium market is tightening.•Spot prices have risen from $55–60/lb earlier in 2024 to $80+/lb in mid-2025, with expectations for continued momentum.•Utilities are securing multi-year offtake agreements, often from Canadian suppliers.
NXG Price at posting:
$10.38 Sentiment: Buy Disclosure: Held
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uranium equities:
1. Preserving and Extending Nuclear IncentivesWhile the bill rolls back many green energy supports (like solar, wind, and EV tax credits), it deliberately preserves and strengthens nuclear energy incentives, including:
45U Nuclear Production Tax Credit•Provides direct financial incentives for operating nuclear plants.•The bill extends eligibility and ensures long-term revenue certainty for utilities using nuclear.•Result: Encourages utilities to keep older plants online and invest in new ones—translating into consistent uranium demand.
2. Fast-Tracking New Nuclear CapacityThe bill supports:•Streamlined permitting for next-gen reactors•Fast-tracked HALEU (High-Assay Low-Enriched Uranium) fuel development•Expanded Department of Energy (DOE) procurement authority for domestic and allied uraniumWhy this matters for uranium:•SMRs and HALEU projects require more enriched uranium per unit than conventional reactors.•The U.S. currently lacks the enrichment capacity for HALEU—so it will source uranium feedstock from allies like Canada.⸻
3. Demand Support Through Energy Security FramingThe bill’s pro-nuclear stance is tied directly to:•Grid stability•Energy security•Reducing reliance on hostile nations (like Russia)Effect:•The U.S. is becoming more willing to sign long-term uranium supply contracts, which helps miners like Cameco, Denison, and NexGen plan production and expansion.⸻
4. Strategic Advantage for Canadian UraniumCanada—particularly Saskatchewan—is seen as a:•Trusted uranium supplier•Stable jurisdiction•ESG-compliant producer (important for institutional capital)The Big Beautiful Bill reinforces the West’s shift away from Russian uranium and solidifies Canada’s place in the U.S. fuel supply chain, especially as new plants are built.⸻
5. Indirect Boost to Uranium PricesWith demand rising and Russian imports banned (from the earlier Uranium Import Ban Act), and now this bill cementing nuclear’s central role, the uranium market is tightening.•Spot prices have risen from $55–60/lb earlier in 2024 to $80+/lb in mid-2025, with expectations for continued momentum.•Utilities are securing multi-year offtake agreements, often from Canadian suppliers.
(20min delay)