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15 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.

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Han Tan | Market Analyst

Updated today | Published at 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.

SMR

NuScale Power Corp

SMR

Current price

$35.47

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.

LEU

Centrus Energy Corp

LEU

Current price

$183.41

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

LTBR

Lightbridge Corp

LTBR

Current price

$15.62

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.

About This Group of Stocks

1

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.

2

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.

3

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

13 of 13

Stocks Rated Buy by Analysts

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

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.

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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.

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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.

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