Ordering the Reform of the Nuclear Regulatory Commission

Executive orderRegulation easedSigned 25/05/23Federal Register 25/05/29Executive Order 14300Open the original

Summary

President Trump orders the Nuclear Regulatory Commission reorganized, with proposed rules for a wholesale revision of its regulations within 9 months, final rules within 18 months and fixed deadlines for licensing decisions. The policy is to expand U.S. nuclear capacity from about 100 GW in 2024 to 400 GW by 2050.

By industry

Nuclear Power1 trading day+7.8%p15 stocks5 trading days+6.7%p15 stocks20 trading days+16.9%p15 stocks
“Ordering the Reform of the Nuclear Regulatory Commission”

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.

David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$22.7M
76,545 sh
$22.7M
Filed 25/06/27
Traded 25/06/27
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$22.7M
76,545 sh
$22.7M
Filed 25/06/27
Traded 25/06/27
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
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$15.3M
51,810 sh
$15.3M
Filed 25/06/27
Traded 25/06/27
David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$15.3M
51,810 sh
$15.3M
Filed 25/06/27
Traded 25/06/27
David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$12.8M
44,343 sh
$12.8M
Filed 25/06/27
Traded 25/06/25
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$12.8M
44,343 sh
$12.8M
Filed 25/06/27
Traded 25/06/25
David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$9.7M
33,121 sh
$9.7M
Filed 25/06/27
Traded 25/06/26
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$9.7M
33,121 sh
$9.7M
Filed 25/06/27
Traded 25/06/26
David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$9.7M
32,924 sh
$9.7M
Filed 25/06/27
Traded 25/06/26
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$9.7M
32,924 sh
$9.7M
Filed 25/06/27
Traded 25/06/26
M. Klein AssociatesDirector
SellOklo
Sell
Oklo
OKLO
$9.4M
150,000 sh
$9.4M
Filed 25/06/23
Traded 25/06/20
Michael Stuart KleinDirector
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
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$7.7M
25,903 sh
$7.7M
Filed 25/06/27
Traded 25/06/27
David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$7.7M
25,903 sh
$7.7M
Filed 25/06/27
Traded 25/06/27
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
Michael Stuart KleinDirector
SellOklo
Sell
Oklo
OKLO
$6.4M
100,000 sh
$6.4M
Filed 25/06/23
Traded 25/06/18