--- title: "3 overlooked nuclear fuel supply chain winners" type: "News" locale: "en" url: "https://longbridge.com/en/news/284112107.md" description: "The International Atomic Energy Agency has raised its global nuclear power capacity projections for the fifth consecutive year, anticipating a doubling of capacity by 2050. Despite this growth, many investors remain unaware of the complexities of the nuclear fuel supply chain, which includes mining, enrichment, fabrication, reactor operation, and waste disposal." datetime: "2026-04-26T12:15:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/284112107.md) - [en](https://longbridge.com/en/news/284112107.md) - [zh-HK](https://longbridge.com/zh-HK/news/284112107.md) --- # 3 overlooked nuclear fuel supply chain winners The International Atomic Energy Agency recently increased its projections for capacity of global nuclear power for a fifth straight year, and it now expects capacity to more than double by 2050. Still, nuclear energy is unfamiliar enough to many that it's easy for investors to be unaware of the intricacies of the nuclear fuel supply chain, including processes such as mining, enrichment, fabrication, reactor operation, waste disposal, and more.... ### Related Stocks - [NLR.US](https://longbridge.com/en/quote/NLR.US.md) - [URAN.US](https://longbridge.com/en/quote/URAN.US.md) - [URNM.US](https://longbridge.com/en/quote/URNM.US.md) - [SMRF.US](https://longbridge.com/en/quote/SMRF.US.md) - [URA.US](https://longbridge.com/en/quote/URA.US.md) ## Related News & Research - [Nuclear Buildout Accelerates With Goldman Now Including SMRs Into Forecast](https://longbridge.com/en/news/286495520.md) - [Lightbridge Shareholders Approve Directors, Executive Pay and Auditor](https://longbridge.com/en/news/286478727.md) - [NANO Nuclear's Reactor Construction Permit Accepted For Review](https://longbridge.com/en/news/287066477.md) - [Nano Nuclear Energy Shares Rise After NRC Moves Forward with Microreactor Permit](https://longbridge.com/en/news/287071928.md) - [US considering financing billions of dollars in long-lead time parts of nuclear plants-NEI says](https://longbridge.com/en/news/286126050.md)