Orano Secures $900 Million for US Enriched Uranium Facility
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 06 2026
0mins
Should l Buy ORA?
Source: Businesswire
- Funding Support: Orano has secured $900 million from the U.S. Department of Energy to build an enriched uranium production facility in Oak Ridge, Tennessee, with a total project cost nearing $5 billion, demonstrating strong governmental backing for this initiative.
- Compliance and Licensing Process: The project is set to finalize contracts and submit a license application to the U.S. Nuclear Regulatory Commission by the first half of 2026, ensuring timely progress to meet future market demands.
- Energy Security Assurance: The new facility will provide a reliable source of enriched uranium for U.S. nuclear reactor operators, complying with regulations that prohibit the import of Russian uranium by 2028, thereby securing energy supply stability.
- Strategic Investment Expansion: This project will complement the ongoing expansion of the Tricastin enrichment plant in France, enhancing Orano's competitiveness in the global nuclear energy market and addressing the growing demand for low-carbon electricity driven by artificial intelligence and data centers.
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Analyst Views on ORA
Wall Street analysts forecast ORA stock price to fall
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 120.400
Low
111.00
Averages
120.00
High
135.00
Current: 120.400
Low
111.00
Averages
120.00
High
135.00
About ORA
Ormat Technologies, Inc. is a geothermal and vertically integrated company engaged in geothermal and recovered energy generation (REG). The Company owns, operates, designs, manufactures and sells geothermal and REG power plants primarily based on the Ormat Energy Converter, a power generation unit that converts low-, medium- and high-temperature heat into electricity. The Company has engineered, manufactured and constructed power plants, which it owns or has installed for utilities and developers worldwide, totaling approximately 3,400 megawatts (MW) of gross capacity. Its segments include Electricity Segment, Product Segment and Energy Storage Segment. Its Electricity segment develops, builds, owns and operates geothermal, solar PV and recovered energy-based power plants in the United States and geothermal power plants in other countries around the world. Product segment designs, manufactures, and sells equipment for geothermal and recovered energy-based electricity generation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Lack of Near-Term Catalysts: While Ormat's shares have performed strongly through 2025, the analyst sees few near-term catalysts to drive incremental upside, particularly as enhanced geothermal system technology remains hypothetical and execution lags behind 2028 capacity targets.
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- Technology Pilot: Sage plans to pilot its Pressure Geothermal technology at an existing Ormat power plant, with the goal of extracting geothermal heat from hot dry rock to accelerate the market introduction of next-generation geothermal solutions.
- Development Rights: Upon successful completion of the pilot, Ormat will have the right to develop, build, own, and operate geothermal power plants and energy storage projects utilizing Sage's technology, thereby enhancing its market position in renewable energy.
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