Nuclear and hydrogen energy stocks see increased market interest

Several companies in the nuclear, hydrogen, and rare-earth sectors are seeing significant market activity. Energy Fuels is expanding its footprint in both uranium and rare-earth elements, operating the White Mesa Mill in the United States and managing uranium projects such as the Sheep Mountain Project.

In the nuclear energy sector, NuScale Power is developing modular light water reactor plants for electricity, hydrogen production, and desalination. Other notable companies include Oklo Inc., which focuses on fission power plants and nuclear fuel recycling, and Centrus Energy Corp., a supplier of nuclear fuel components. Nano Nuclear Energy has also been highlighted following a contract with the Air Force.

In the hydrogen economy, companies like Plug Power and CF Industries are being monitored for their roles in producing and distributing hydrogen for industrial and energy applications.