Hey Influence Traders,

So far this year, the U.S. government’s made strides to support the rare earth and lithium industries.

Now it’s nuclear tech’s turn.

Back in May, President Trump signed an executive order pledging to quadruple nuclear capacity by 2050.

Last week, the U.S. government signed a strategic partnership with Westinghouse to deploy at least $80 billion of new nuclear reactor investment across the States.

Westinghouse is owned jointly by Cameco (CCJ) and Brookfield (BN).

The government will facilitate financing, permitting and approvals, and support long-lead items, essentially using federal policy tools to accelerate deployment of Westinghouse reactor technology.

The reactors are Westinghouse’s technology, including the AP1000 design.

The move’s timely.

The need for nuclear power is growing.

Particularly with A.I. advances.

The new reactors are expected to support “significant data center and compute capacity” growth.

Nuclear power’s not just about electricity for households but high-intensity power loads.

Building U.S. supply chain resiliency’s also critical.

And it’s also the best power move for the environment.

For CCG and BN, the investment signals positive long-term growth prospects.

It’s a catalyst.

And CCG and BN aren’t the only government money flow business.

ReElement Technologies Corporation, which is owned by American Resources Corporation (AREC) and Vulcan Elements have entered into a partnership with the U.S. government.

They secured a joint $1.4 billion funding partnership with the Office of Strategic Capital (OSC), part of the One Big Beautiful Bill Act (OBBBA) lending authority.

OSC will provide a $620 million direct loan to Vulcan and an $80 million direct loan to ReElement Technologies.

The loans are matched by private capital, bringing the total to $1.4 billion.

The government wants to help create a 100% vertically-integrated domestic supply chain for neodymium-iron-boron (NdFeB) rare earth magnets.

ReElement transforms end-of-life magnets, electronics waste and mined concentrates into high-purity rare-earth oxides (the feedstock).

Vulcan will convert those into high-purity metals and then sinter NdFeB magnets for defense and commercial applications.

The Department of War will receive warrants in ReElement Technologies (and equity/interest in Vulcan), implying potential dilution and government-stake oversight.

But achieving 10,000 tons of NdFeB magnet capacity would represent a significant step toward domestic independence from foreign supply chains.

We’ll keep an eye on the contract finalizing for this deal and look for a trade.

Tap here to find another winning trade with us in our next live session at 2 p.m.

Cutting Through the Noise for You,

Frank Gregory