There are three key factors to understand when investing in nuclear companies: a growing acceptance of nuclear energy, increased electricity demand from data centers, and the desire to produce that electricity without fossil fuels.
“The outlook for the nuclear industry has never been more promising, with a renewed global interest from both public and private sectors driving unprecedented momentum,” says James Walker, a nuclear physicist and CEO of reactor technology company Nano Nuclear Energy Inc. (NNE).
“With the insatiable energy demands of AI, the world is returning to nuclear power,” says Blaine Townsend, director of sustainable, responsible and impact investing at Bailard. “Its low emissions and near-constant baseload of power should make it part of the solution.”
With that backdrop, let’s take a look at stocks and funds that touch on aspects of the nuclear supply chain.
This post originally appeared at U.S. News & World Report.