The Uranium Fuel Cycle under a U.S. Nuclear Renaissance: An Introduction to the Payne Institute’s Two-Part Primer

The Payne Institute Energy Finance Lab is pleased to publish the first of a two-part primer on the nuclear fuel cycle. Part I addresses the front end — from mining through to fuel fabrication. We cover existing infrastructure capacity and the market mechanics and buying behavior for each step along the chain, as well as how U.S. policy is spurring expansion in fuel cycle capacity.  June 17, 2026.