nuclear

here we go. 
⚛️ trump's eo bundle of nuclear executive orders this friday.

highlights:
- energy security is national security
- nuclear is national security
- invokes defense production act to on-shore haleu + enrichment  
- carves “green-zone” sites on federal land, 1-yr nrc shot-clock  
- pumps doe loan office, cheap debt for smrs  
- ai + data-center load = demand rising fast 

window for builders → lock fuel, lock sites, lock capital.

https://www.reuters.com/business/energy/trump-sign-orders-boost-nuclear-power-soon-friday-sources-say-2025-05-22/

nuclear eo read here: https://www.whitehouse.gov/presidential-actions/2025/05/ordering-the-reform-of-the-nuclear-regulatory-commission/