Centrus Energy: Key Role in the US Nuclear Fuel Market and Growth Driver through HALEU. Evercore ISI Sees 55% Potential.

Centrus Energy (LEU) is a provider of enriched uranium and advanced nuclear fuel technology. The largest customers are US energy suppliers (operators of nuclear power plants) and the US Department of Energy (DOE), particularly under the HALEU program and other government contracts. The customer structure is characterized by long-term contracts and governmental programs. The company is expected to benefit from the growing demand for HALEU for new reactor types and national security applications in the coming years. The order backlog stands at...