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On May 23, 2025, President Donald Trump issued four executive orders aimed at significantly overhauling the U.S. nuclear industry. The stated goal is to boost domestic nuclear deployment and quadruple U.S. nuclear power capacity in the next 25 years or by 2040.
During a live signing event, President Trump described nuclear as a "hot industry," "brilliant industry," and "very safe and environmental". These measures are intended to enhance America's energy security and support growing energy demand, particularly from the AI and defense sectors. Secretary of Interior Doug Burgum highlighted the rollback of over 50 years of overregulation as a key aspect. Secretary of Defense Pete Hegseth stated that "Energy security is national security," emphasizing nuclear power's importance for military reliability.
Key directives from the executive orders include:
Industry leaders have voiced support. Joe Dominguez, CEO of Constellation Energy, the largest publicly traded nuclear company, highlighted that regulatory delay and permitting issues "will absolutely kill you" and noted strong interest from hyperscalers needing reliable energy for AI data centers. He praised the created energy dominance council for expediting the process. Jeff Merrifield, CEO of Oklo, also spoke positively about changes to permitting dynamics. Scott Nolan, CEO of General Atomics, sees nuclear as a perfect solution for powering AI data centers.
However, implementation faces questions and skepticism. Potential conflicts exist with recent House budget decisions that shortened the eligibility window for key nuclear tax incentives and reduced funding for the DOE Loans Program Office (LPO), potentially making LPO financing less accessible despite the orders' instructions to use loan programs. It's also unclear how a potential reduction in NRC staff would support rapid license growth.
By Tariffs & Trade by SpotMarketCap.comOn May 23, 2025, President Donald Trump issued four executive orders aimed at significantly overhauling the U.S. nuclear industry. The stated goal is to boost domestic nuclear deployment and quadruple U.S. nuclear power capacity in the next 25 years or by 2040.
During a live signing event, President Trump described nuclear as a "hot industry," "brilliant industry," and "very safe and environmental". These measures are intended to enhance America's energy security and support growing energy demand, particularly from the AI and defense sectors. Secretary of Interior Doug Burgum highlighted the rollback of over 50 years of overregulation as a key aspect. Secretary of Defense Pete Hegseth stated that "Energy security is national security," emphasizing nuclear power's importance for military reliability.
Key directives from the executive orders include:
Industry leaders have voiced support. Joe Dominguez, CEO of Constellation Energy, the largest publicly traded nuclear company, highlighted that regulatory delay and permitting issues "will absolutely kill you" and noted strong interest from hyperscalers needing reliable energy for AI data centers. He praised the created energy dominance council for expediting the process. Jeff Merrifield, CEO of Oklo, also spoke positively about changes to permitting dynamics. Scott Nolan, CEO of General Atomics, sees nuclear as a perfect solution for powering AI data centers.
However, implementation faces questions and skepticism. Potential conflicts exist with recent House budget decisions that shortened the eligibility window for key nuclear tax incentives and reduced funding for the DOE Loans Program Office (LPO), potentially making LPO financing less accessible despite the orders' instructions to use loan programs. It's also unclear how a potential reduction in NRC staff would support rapid license growth.