France has fundamentally shifted its energy strategy, providing a significant tailwind for the nuclear sector.
Investors today frequently associate the bull case for the nuclear energy sector with the adoption of AI and the construction of data centers. While the AI story bolsters the case for nuclear power adoption, it is far from the only reason nuclear energy has received increased attention over the past couple years.
The nuclear renaissance is not just taking place in the United States; it is a global movement. The U.K. is in the middle of constructing the multi-gigawatt Hinkley Point C nuclear power plant with a second massive project, Sizewell C, in active planning.
The nuclear energy sector is entering a period of significant capital deployment as nations pivot toward carbon-free baseload power to support rising electricity demand and energy security. A recent industry analysis indicates the nuclear reactor construction market is projected to grow by $13.
U.S. government support for the nuclear renaissance has taken many forms over the past couple years. These include funding advanced reactor development, awards for increasing fuel production capacity, and speeding up licensing processes.
Nuclear energy has seen a hot start to 2026, benefiting from robust government support, significant backing from Big Tech, and a growing trend among states and countries to commit to adding gigawatts of carbon-free capacity.
As the market transitions into a new phase of the economic cycle, VettaFi's Winter Symposium offered a vital framework for tactical portfolio adjustments. Top strategists joined VettaFi on January 29 to provide data-backed forecasts on the trajectory of global interest rates, persistent inflationary pressures, and the resilience of corporate earnings.
This year's National Defense Authorization Act (NDAA) has emerged as a perhaps surprising catalyst for the nuclear energy sector, reinforcing the “nuclear renaissance” investment theme. The passage of the fiscal year 2026 defense policy bill marks a key moment for the nuclear energy sector, as the U.S.
Range Nuclear Renaissance ETF holds nuclear reactors, utilities, and uranium mining companies. These firms have been on the rise lately, and I remain bullish on the NUKZ ETF as more catalysts are ahead. Most importantly, I see the catalyst of the Tennessee Valley Authority deploying SMRs as essential to future adoption; this is happening faster than I assumed.
The race to power the world's rapidly expanding data centers and artificial intelligence infrastructure is becoming the defining story of the energy sector, driving significant market activity across nuclear, solar, and power generation stocks.
Summary While the latest reactors built in the U.S. saw severe delays and cost overruns, the United Arab Emirates saw strong success with its first nuclear plant. The strong execution of the Barakah plant in the UAE was attributed to rigorous planning, global collaboration, and thorough budgeting.
The global push to triple nuclear energy capacity has shifted from aspiration to a quantified roadmap. Global nuclear capacity is on track to potentially reach 1,428 gigawatt electrical (GWe) by 2050, according to the “World Nuclear Outlook Report 2025,” released by the World Nuclear Association (WNA) at COP30.