Dear Diary, today I tried to explain nuclear enrichment to my cat and failed. Let’s try again: As AI becomes more mainstream, its energy hunger is like my morning coffee addiction – insatiable and reshaping global priorities. Nuclear, being carbon-free and geopolitically sassy, is having a renaissance.
Unlike my half-hearted attempts at yoga (Units of Flexibility Achieved: 0), nuclear provides baseload stability. And in this high-stakes game of energy Jenga, Centrus Energy‘s (LEU) position feels like being the only one who remembered to bring wine to the apocalypse.
What Centrus Energy does
Units of Uranium Procured: Countless. Hours Spent Negotiating with Overseas Suppliers: Too Many. Number of Times I’ve Considered a Career in Gardening Instead: 3.
They sell LEU to power plants – basically the nuclear equivalent of selling firewood during a blizzard. Their technical solutions division? Think of it as Willy Wonka’s chocolate factory, but for enriched uranium and government contracts.
Important Note: HALEU reactors currently exist only in the fever dreams of engineers. Actual Operational Timeframe: “Late 2020s” (which in human years is “maybe never”).
Centrus has this major advantage
They’re the only NRC-licensed HALEU producer outside Russia. It’s like having the last Blockbuster in town when everyone else is streaming. Stifel analysts call them “uniquely positioned” – market-speak for “please don’t mess this up.”
Five-Year Forecast: My Psychic Reading
Russian LEU Import Ban Timeline: August 2024-2028. Personal Life Analogy: Like a messy breakup where you still occasionally text your ex for uranium.
Piketon Plant Expansion Requirements: Energy Department funding (Probability: 40%), Private Investment (Probability: 30%), Customer Commitments (Probability: “We’ll Get Back to You”).
HALEU’s Promise: More efficient reactors! Compact cores! Longer refueling! Basically nuclear’s version of “fits and flares” – everything’s improved but somehow still complicated.
Collaborations: TerraPower (Bill Gates’ pet project), Kairos Power (not a Marvel villain), and Oklo – which sounds like a tropical drink but isn’t. Their Natrium demo reactor starts in 2030, which is approximately 87 presidential administrations from now.
Final Thoughts (With Charts!)
Centrus’ Stock Valuation: 101x earnings. Personal Valuation: “Wait, that’s how much I pay for artisanal coffee?”
Investment Verdict: Too expensive for my blood, but nuclear’s future feels inevitable. Will I buy? Units of Indecision: 117. Hours Spent Refreshing Stock Page: 9. Number of Panic Dreams About Centrifuges: 4.
But remember – every great love affair starts with a little obsession 🧪.
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2025-10-20 18:10