US Nuclear utilities (Constellation, Duke, Exelon, Dominion etc)...

US Nuclear utilities (Constellation, Duke, Exelon, Dominion etc) normally hold in excess of 2 years of inventory - you can't turn a nuclear reactor on and off quickly, so they build significant inventory buffers. They also are not idiots, so to think they have been blindsided by the geo-political events is foolish. A few are on record saying they are comfortable with their stockpiles to get through to 2029 - do some searching on the main entities and their press releases.
Whether the geo-political environment changes or not between now and then is one thing, the demand for Uranium will certainly go up, but Cameco has brown fields ready to go. and GLE has a tier 1 level mine sitting in a yard next to their proposed Enrichment site - and that's just Paducah. Bring the tails in from everywhere and all of a sudden Silex's <$30lb ALL IN cost to produce UF6 (already converted natural Uranium Oxide equivalent) is a massive game changer.
DYOR