What is the Nuclear Regulatory Commission (NRC)?

The Nuclear Regulatory Commission is the U.S. government agency responsible for regulating commercial nuclear power plants and other uses of nuclear materials. It issues licenses for nuclear facilities, oversees their safety, and determines when plant lifespans can be extended. Their decisions, like the 20-year extension for Dominion Energy's V.C. Summer plant, directly impact the companies in this stock group.

What are small modular reactors (SMRs)?

Small Modular Reactors are a new generation of nuclear power plants that are smaller, safer, and more flexible than traditional large reactors. Companies like NuScale (SMR) are developing these compact designs that can be factory-built and transported to sites for installation, potentially lowering costs and construction time. SMRs are expected to complement and eventually replace older nuclear facilities as they reach the end of their extended lifespans.

Why is extending the life of existing nuclear plants important for investors?

Extending nuclear plant licenses creates predictable, long-term revenue streams for operators and steady demand for the entire supply chain. It's significantly more cost-effective than building new plants, meaning better returns on existing assets. For investors, this provides exposure to carbon-free energy with more stability than many renewables, plus defensive characteristics during economic uncertainty since electricity demand remains relatively constant.

What's the difference between uranium miners and nuclear utilities in this stock group?

Uranium miners (like UUUU, URG, UEC, CCJ) extract and process the raw material needed for nuclear fuel, benefiting from higher uranium prices and increased demand. Nuclear utilities (like NEE, KEP, SO) own and operate the power plants themselves, generating steady revenue from electricity sales. Both benefit from plant life extensions, but miners tend to be more commodity-price sensitive while utilities offer more stable income streams and often pay dividends.

What are ETFs like NLR and URNM in this stock group?

ETFs (Exchange Traded Funds) like NLR and URNM are investment vehicles that hold a basket of stocks related to a specific theme. NLR provides broad exposure to the entire nuclear industry ecosystem including plant operators, equipment manufacturers, and fuel suppliers. URNM focuses specifically on uranium mining companies. These ETFs offer a convenient way to invest in the nuclear trend without picking individual stocks, providing instant diversification within the sector.

13 handpicked stocks

Nuclear's Extended Lifecycle

This carefully selected group of stocks represents companies benefiting from the trend of extending nuclear plant lifespans. From uranium miners to plant operators, these investments offer exposure to a stable, carbon-free energy future with strong long-term potential.

Han Tan | Market Analyst

Published on July 2

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NuScale Power Corp

SMR

Current price

$39.51

As a developer of small modular reactors, NuScale represents the next generation of nuclear technology that will complement and eventually replace old...

As a developer of small modular reactors, NuScale represents the next generation of nuclear technology that will complement and eventually replace older, life-extended plants.

Centrus Energy Corp

LEU

Current price

$339.80

A key supplier of enriched uranium fuel, essential for the continued operation of nuclear reactors like V.C. Summer over their extended lifespans.

Lightbridge Corp

LTBR

Current price

$20.88

Develops advanced nuclear fuel technology designed to enhance the safety and efficiency of existing reactors, making it a key player in plant life ext...

Develops advanced nuclear fuel technology designed to enhance the safety and efficiency of existing reactors, making it a key player in plant life extension projects.

Energy Fuels Inc/Canada

UUUU

Current price

$15.77

UR-ENERGY INC

URG

Current price

$1.75

Uranium Energy Corp.

UEC

Current price

$13.24

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About This Group of Stocks

Our Expert Thinking

The NRC's approval of a 20-year extension for Dominion's plant highlights a powerful trend: extending existing nuclear plants is far more economical than building new ones. This creates predictable, long-term demand across the entire nuclear value chain from fuel suppliers to operators.

What You Need to Know

This group offers exposure to the complete nuclear ecosystem, including uranium miners, fuel enrichers, utilities that operate plants, and innovative companies developing next-generation nuclear technology. It's a balanced approach to investing in carbon-free energy with defensive characteristics.

Why These Stocks

These companies were carefully selected to provide comprehensive exposure to the nuclear lifecycle extension trend. The basket includes established players with reliable cash flows as well as innovative firms positioning for the industry's future, offering both stability and growth potential.

Group Performance Snapshot

12 of 13

Stocks Rated Buy by Analysts

12 of 13 assets in this group are rated Buy by professional analysts.

0.6%

Group Growth

This group averaged a 0.6% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

⚡

Steady Energy, Steady Returns

Nuclear plants operating for 60+ years create predictable, long-term revenue streams. These companies benefit from this remarkable stability in an otherwise volatile energy market.

🌱

Green Without the Uncertainty

Unlike weather-dependent renewables, nuclear provides carbon-free power 24/7. As climate goals tighten, these proven assets become increasingly valuable to investors seeking reliable green exposure.

🔮

The Future Is Already Here

While others wait for new nuclear builds, these companies are generating profits today from existing assets while positioning for next-generation technology. Don't miss this dual opportunity.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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