As the United States looks to expand nuclear power to meet soaring electricity demand, a less visible constraint is moving into focus: uranium fuel. While policy momentum and private investment are flowing toward both existing plants and next-generation reactors, the supply chain that delivers uranium fuel is strained, geopolitically exposed, and slow to scale. Recent industry discussions highlight that without swift action, fuel availability could limit the pace and security of America’s nuclear power growth. Rising electricity demand fuels nuclear ambitions The push for nuclear energy is driven by structural shifts in the US economy. The rise of energy-intensive AI data centres, the reshoring of manufacturing, and the electrification of transportation and buildings are creating unprecedented demand for reliable, always-on power. Nuclear energy, with its low-carbon footprint and consistent output, is increasingly seen as a solution capable of meeting these needs. However, expanding nuclear power isn’t just about building reactors – it also requires a robust supply of uranium fuel, which recent analyses suggest is far from guaranteed. Insights from the nuclear fuel cycle roundtable …