President Trump says Project Vault will include a strategic uranium reserve. Energy Fuels has been the leading U.S. producer of natural uranium concentrate for the past several years.
In a recent MarketBeat interview, InvestorPlace's Luke Lango suggested 2026 is setting up for more of the second kind. The White House has started placing targeted bets in industries it views as mission-critical to the AI era, and those moves can reprice a stock in days instead of quarters.
The Department of Energy is inviting states to host Nuclear Lifecycle Innovation Campuses. DOE last week announced $83 billion in funding cuts for energy loans, while keeping nuclear funding intact.
Trade-related news from Washington, including the push for Greenland, is sending ripples of volatility through rare-earth mining stocks. However, these stocks are well-positioned in 2026, as they are insulated from broader macroeconomic concerns through domestically focused production strategies and government support.
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