Energy Daily

The US Is Beefing Up Its Nuclear Power Supply Chain

New reactors will need a lot more fuel if they eventually get built.

California’s last operational nuclear power plant, Diablo Canyon. The US needs to boost its nuclear supply chain if it wants to build more reactors.Photographer: David Paul Morris/Bloomberg

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By Will Wade

February 17, 2026 at 12:13 PM UTC

This article is for subscribers only.

Welcome to our guide to the commodities powering the global economy. Today, reporter Will Wade discusses the buildout of the US nuclear-fuel supply chain.

The much-hyped resurgence in US nuclear power is notable for one thing: the lack of actual new reactors.