Nuclear Fuel-Cycle Stocks
The listed companies between mined pounds and loaded fuel — enrichment and fuel technology. Their economics ride capacity, contracts, and technology milestones, not pounds in the ground. HALEU supply, stage by stage → Fuel fabrication explained →
NYSE American:LEU
Uranium enrichment
Supplier of enriched uranium fuel for commercial nuclear power plants, and the first company licensed and producing HALEU (high-assay low-enriched uranium) in the United States, at its American Centrifuge Plant in Piketon, Ohio.
Price
$145.23
Mkt cap
$2.87B
Short %
28.5%
ASX:SLX · OTC: SILXY
Laser enrichment technology
Sydney-based technology company behind the SILEX laser uranium-enrichment process, commercialized through Global Laser Enrichment (GLE) — its joint venture with Cameco — which is advancing the Paducah laser-enrichment facility in Kentucky.
Price
A$4.48
Mkt cap
$889M
Short %
—
NASDAQ:LTBR
Fuel technology
Reston, Virginia fuel-technology developer working on Lightbridge Fuel, an advanced metallic uranium fuel designed for existing light-water reactors and next-generation designs. Development-stage: value rides fuel qualification milestones, not revenue.
Price
$6.52
Mkt cap
$230M
Short %
13.4%
- Who belongs here
- Listed companies whose primary business is a nuclear fuel-cycle step other than mining: uranium enrichment, enrichment technology, or fuel design. They are tracked separately from miners because their economics ride capacity, contracts, and technology milestones rather than pounds in the ground - none of the resource-based screener metrics (EV/lb, cost, margin) apply.
- Market caps and prices
- Computed live from the primary listing via EODHD (shares x price x FX) and never stored. A row degrades to its cited facts alone when live data is unavailable - never an estimated cap.
- Citations
- Every stated fact links the company page or disclosure that states it. Facts are structural (what the company does, where, with whom) - figures that change with each quarter belong to the company's filings, not this dataset.
Cite this page
Using our data in an article or report? Please credit Yellowcake Analytics with a link.
Yellowcake Analytics. "Nuclear Fuel-Cycle Stocks." Yellowcake Analytics, 2026, https://www.yellowcakeanalytics.com/fuel-cycle.
<a href="https://www.yellowcakeanalytics.com/fuel-cycle">Nuclear Fuel-Cycle Stocks</a> — Yellowcake Analytics (www.yellowcakeanalytics.com)
These companies also appear as their own tier in the uranium stock screener. For the enrichment market context, read the enrichment stocks guide .