Lightbridge announces expedited fuel testing and broadened industry collaborations while maintaining a robust cash position.
Management Highlights: Lightbridge Corporation achieved significant operational milestones in Q3 2025, including advancements in fuel development at Idaho National Laboratory and an expanded collaboration with Oklo for advanced fuel manufacturing.
Financial Performance: The company reported a net loss of $12.4 million for the first nine months of 2025, with increased R&D expenses and a strong liquidity position of $153.3 million, supported by a substantial equity raise.
Outlook and Strategy: Management anticipates the start of irradiation testing soon, with a focus on leveraging supportive government policies and industry demand to drive future growth and further collaborations.
Risks and Concerns: Increased R&D and G&A expenses pose a higher burn rate, but management remains optimistic about mitigating risks through ongoing testing and strategic partnerships.
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Trump Administration Seeks State Support for Nuclear Waste Storage, Aiming for 400 GW Nuclear Capacity by 2050
- Nuclear Expansion Goals: The Trump administration plans to seek input from states this week to incentivize nuclear reactor construction, aiming to increase U.S. nuclear power capacity to 400 GW by 2050 to meet rising electricity demand.
- Waste Storage Challenges: Overcoming local opposition to nuclear waste storage is deemed critical for achieving nuclear expansion goals, as radioactive waste is currently stored onsite at nuclear plants, posing safety and environmental risks.
- Historical Context: A previous plan to designate Yucca Mountain in Nevada as a single repository for U.S. nuclear waste was halted by the Obama administration due to local opposition, highlighting the importance of local support.
- Market Reaction: Trump's remarks at the World Economic Forum emphasized the safety and affordability of nuclear power, leading to a rise in nuclear-related stocks such as Cameco and Denison Mines, reflecting positive market expectations for nuclear policy.

Trump Positions Nuclear Energy as Key to US Manufacturing Growth
- Nuclear Sector Rally: Following Trump's address at the World Economic Forum framing nuclear energy as a safe and efficient solution, nuclear stocks surged, indicating strong market confidence in the sector.
- Policy Initiatives: The executive orders mentioned by Trump aim to streamline nuclear reactor licensing and fast-track small modular reactors (SMRs), which are expected to further solidify the U.S. position as an energy superpower.
- Investor Enthusiasm: Stocks of companies like Oklo, Nano Nuclear Energy, and NuScale Power spiked in response to Trump's support for nuclear power, reflecting investor optimism in the nuclear industry.
- Economic Confidence: Trump asserted that the U.S. is the economic engine of the world, with all three major indexes rising, including a 0.32% increase in the S&P 500, showcasing market confidence in the recovery of the American economy.






