The recent nuclear deal between Russia and Myanmar highlights a growing trend of emerging economies turning to nuclear power. This collection features companies across the entire nuclear energy supply chain that could benefit from this expanding market, from uranium miners to advanced reactor developers.
Published on July 1
Countries are increasingly turning to nuclear power for clean, reliable energy. This growing trend could create long-term demand for everything from uranium to reactor technology.
Nuclear power is gaining recognition as a key player in the clean energy transition. These companies are at the forefront of providing alternatives to fossil fuels in emerging markets.
From mining raw materials to building advanced reactors, this collection gives you access to every stage of the nuclear industry's value chain as global adoption accelerates.
This collection captures the full nuclear energy value chain poised for growth as more emerging economies seek energy independence through nuclear power. The Russia-Myanmar deal signals a broader trend that could benefit companies involved in uranium production, reactor design, and component manufacturing.
These stocks represent different segments of the nuclear industry, from fuel suppliers to technology developers. While offering exposure to a growing sector, nuclear energy investments can be influenced by regulatory changes, public sentiment, and geopolitical developments.
Each company was selected for its strategic position in the nuclear supply chain and potential to benefit from increased global nuclear adoption. The basket includes established uranium producers, innovative reactor designers, and specialized component manufacturers essential to new nuclear projects.
Interpretation of a stock basket's market capitalisation and investor takeaways
SMR: $10.93B
CCJ: $36.04B
LEU: $6.86B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
NUSCALE POWER CORPORATION
SMR
Current Price
$9.18
As a leading developer of Small Modular Reactors (SMRs), NuScale is positioned to benefit from the trend of adopting smaller, scalable nuclear plants,...
As a leading developer of Small Modular Reactors (SMRs), NuScale is positioned to benefit from the trend of adopting smaller, scalable nuclear plants, similar to the one planned in Myanmar.
CAMECO CORP
CCJ
Current Price
$97.56
As one of the world's largest uranium producers, Cameco is a direct beneficiary of any expansion in global nuclear capacity driven by new geopolitical...
As one of the world's largest uranium producers, Cameco is a direct beneficiary of any expansion in global nuclear capacity driven by new geopolitical energy agreements.
CENTRUS ENERGY CORP
LEU
Current Price
$182.53
Supplies enriched uranium fuel, a critical component for new nuclear reactors worldwide, including those in emerging markets seeking to build out thei...
Supplies enriched uranium fuel, a critical component for new nuclear reactors worldwide, including those in emerging markets seeking to build out their energy infrastructure.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+25.85%
On average, analysts expect assets in this group to grow 25.85% over the next year.
8 of 15 assets in this group are rated Buy by professional analysts.
