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.
Published on July 2
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.
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.
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.
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.
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.
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.
Total market capitalisation and investor takeaways for the provided basket, emphasising large-cap dominance and implications for risk and role.
SMR: $10.93B
LEU: $6.86B
LTBR: $694.38M
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Earn 6% AER on uninvested cash with daily interest payments.
+5
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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 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.
LIGHTBRIDGE CORPORATION
LTBR
Current Price
$8.00
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.
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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:
+19.90%
On average, analysts expect assets in this group to grow 19.9% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
