The YouTuber highlights Centrus Energy as the only US-based uranium enrichment provider, benefiting significantly from Russia's ban on supplying enriched uranium to the US. Its backlog has grown to over $2 billion in federal and utility contracts, indicating strong demand and a critical role in the domestic market.
“Centrus Energy, the only United States-based uranium enrichment provider. So, after Russia got banned from supplying enriched uranium to the US, the domestic market opened wide up, and they're the only player that's positioned to fill it.” — ▶ 7:50