Fact Sheet: President Donald J. Trump Reinvigorates the Nuclear Industrial Base

Fact sheetInvestment or subsidyPublished 25/05/23Open the original

Summary

President Trump orders the nuclear industrial base reinvigorated: DOE plans to expand domestic uranium conversion and enrichment, prioritizes 5 GW of uprates and construction of 10 new large reactors by 2030, and prioritizes federal loans for restarting and completing nuclear plants.

By industry

Nuclear Power1 trading day+7.8%p15 stocks5 trading days+6.7%p15 stocks20 trading days+16.9%p15 stocks
“5 GW of power uprates to existing nuclear reactors and construction on 10 new large reactors by 2030”

Day by day after the announcement

Nuclear Power stocks and the S&P 500 after the announcement, cumulative %
Day	Nuclear Power stocks	S&P 500
25/05/22	0.0%	0.0%
25/05/23	+7.0%	−0.8%
25/05/27	+11.1%	+1.4%
25/05/28	+9.8%	+2.1%
25/05/29	+7.6%	+1.1%
25/05/30	+7.7%	+1.0%
25/06/02	+8.1%	+1.7%
25/06/03	+10.1%	+2.1%
25/06/04	+9.9%	+2.1%
25/06/05	+8.3%	+1.6%
25/06/06	+11.1%	+2.8%
25/06/09	+12.8%	+2.8%
25/06/10	+10.8%	+3.3%
25/06/11	+17.1%	+3.1%
25/06/12	+17.1%	+3.4%
25/06/13	+16.8%	+2.3%
25/06/16	+20.3%	+3.3%
25/06/17	+19.2%	+2.4%
25/06/18	+20.8%	+2.5%
25/06/20	+19.9%	+2.0%
25/06/23	+20.3%	+3.5%

Korean stocks in these industries

Doosan Enerbility 034020
Hyundai E&C 000720
KEPCO E&C 052690
KEPCO 015760

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Carrie Lee KirbyEVP and Chief Admin. Officer
SellVistra
Sell
Vistra
VST
$16.9M
107,494 sh
$16.9M
Filed 25/05/21
Traded 25/05/19
M. Klein AssociatesDirector
SellOklo
Sell
Oklo
OKLO
$9.4M
150,000 sh
$9.4M
Filed 25/06/23
Traded 25/06/20
Scott A. HudsonEVP & President Vistra Retail
SellVistra
Sell
Vistra
VST
$8.8M
56,000 sh
$8.8M
Filed 25/05/22
Traded 25/05/20
Scott B. HelmDirector
SellVistra
Sell
Vistra
VST
$8.6M
50,000 sh
$8.6M
Filed 25/06/06
Traded 25/06/05
Kristopher E. MoldovanEVP and CFO
Sell10b5-1 planVistra
Sell10b5-1 plan
Vistra
VST
$7.2M
45,000 sh
$7.2M
Filed 25/05/29
Traded 25/05/27
Kristopher E. MoldovanEVP and CFO
Sell10b5-1 planVistra
Sell10b5-1 plan
Vistra
VST
$7M
49,668 sh
$7M
Filed 25/05/02
Traded 25/05/01
M. Klein AssociatesDirector
SellOklo
Sell
Oklo
OKLO
$6.4M
100,000 sh
$6.4M
Filed 25/06/23
Traded 25/06/18
Kristopher E. MoldovanEVP and CFO
Sell10b5-1 planVistra
Sell10b5-1 plan
Vistra
VST
$6.3M
34,944 sh
$6.3M
Filed 25/06/18
Traded 25/06/17
Stephanie Zapata MooreEVP and General Counsel
SellVistra
Sell
Vistra
VST
$5.7M
35,000 sh
$5.7M
Filed 25/05/29
Traded 25/05/27
John R. SultDirector
SellVistra
Sell
Vistra
VST
$4.3M
25,000 sh
$4.3M
Filed 25/06/10
Traded 25/06/06
John Lawrence HopkinsCEO
SellNuscale Power
Sell
Nuscale Power
SMR
$379.6K
22,674 sh
$379.6K
Filed 25/05/09
Traded 25/05/08
Scott B. HelmDirector
SellVistra
Sell
Vistra
VST
$3.1M
20,000 sh
$3.1M
Filed 25/05/21
Traded 25/05/19
Kristopher E. MoldovanEVP and CFO
Sell10b5-1 planVistra
Sell10b5-1 plan
Vistra
VST
$1.5M
10,313 sh
$1.5M
Filed 25/05/14
Traded 25/05/13
Robert Ramsey HamadyCFO
Sell10b5-1 planNuscale Power
Sell10b5-1 plan
Nuscale Power
SMR
$1.3M
40,000 sh
$1.3M
Filed 25/06/02
Traded 25/05/30
Robert Ramsey HamadyCFO
Sell10b5-1 planNuscale Power
Sell10b5-1 plan
Nuscale Power
SMR
$962.5K
29,984 sh
$962.5K
Filed 25/06/02
Traded 25/05/30
John Lawrence HopkinsCEO
Sell10b5-1 planNuscale Power
Sell10b5-1 plan
Nuscale Power
SMR
$623.3K
26,345 sh
$623.3K
Filed 25/05/16
Traded 25/05/15
John Lawrence HopkinsCEO
Sell10b5-1 planNuscale Power
Sell10b5-1 plan
Nuscale Power
SMR
$589.5K
34,675 sh
$589.5K
Filed 25/05/06
Traded 25/05/05
Jose N. Reyes Jr.CTO
SellNuscale Power
Sell
Nuscale Power
SMR
$264.3K
16,134 sh
$264.3K
Filed 25/05/06
Traded 25/05/05
Kimberly A. FontanEVP & CFO
Sell10b5-1 planEntergy
Sell10b5-1 plan
Entergy
ETR
$2.3M
27,890 sh
$2.3M
Filed 25/05/30
Traded 25/05/29
Kevin J. HarrillCFO & Treasurer
SellCentrus Energy
Sell
Centrus Energy
LEU
$217.7K
1,728 sh
$217.7K
Filed 25/06/02
Traded 25/05/30