Americas Clean Energy Nuclear

This report summarizes key takeaways from a Solstice Advanced Materials (SOLS) nuclear business webinar. It highlights capacity expansion plans and positive growth outlooks for the company's uranium conversion business.

Key Takeaways

• 1.SOLS plans to expand uranium conversion capacity to over 10k metric tons of UF6 per year by 2026.
• 2.Conversion market demand and pricing are strengthening due to the depletion of secondary supply.

Table of Contents

• Americas Clean Energy: Nuclear: Read-across from SOLS nuclear webinar
• Valuation and Key Risks
• Disclosure Appendix