What is the "nuclear renaissance" and why is it happening now?

The nuclear renaissance refers to the renewed global interest in nuclear energy after years of declining investment. It's driven by the urgent need for carbon-free electricity that's reliable 24/7 (unlike wind and solar), growing energy demands from AI data centers, and new government incentives. Modern nuclear technology is also safer and more efficient than previous generations.

What are Small Modular Reactors (SMRs)?

Small Modular Reactors are next-generation nuclear reactors that are smaller, safer, and more flexible than traditional large nuclear plants. They can be factory-built and transported to installation sites, making them quicker and less expensive to deploy. SMRs produce the same carbon-free energy as conventional reactors but with enhanced safety features and the ability to scale capacity as needed.

How does uranium mining work?

Uranium mining extracts uranium ore from the ground using several methods. Traditional methods include open-pit and underground mining. However, many companies in this collection use "in-situ recovery" (ISR), which involves injecting a solution into the ground to dissolve uranium and pumping it to the surface—a method that's generally more environmentally friendly than conventional mining.

What is the uranium fuel cycle?

The uranium fuel cycle is the process that transforms uranium from raw ore into nuclear fuel and manages spent fuel. It includes mining, milling (crushing and processing ore), conversion, enrichment (increasing the concentration of uranium-235), fuel fabrication, use in reactors, and finally, storage or recycling of spent fuel. Companies in this collection participate in different stages of this cycle.

Why are governments supporting nuclear energy again?

Governments are increasingly supporting nuclear energy because it provides reliable, carbon-free electricity crucial for meeting climate goals while ensuring grid stability. Nuclear power can operate continuously regardless of weather conditions, making it an essential complement to intermittent renewable sources like wind and solar. Additionally, concerns about energy security and independence have made domestic nuclear capacity more attractive.

15 handpicked stocks

Nuclear Renaissance

Looking to invest in the future of clean, reliable energy? These carefully selected stocks represent companies driving the comeback of nuclear power. From uranium miners to cutting-edge reactor designers, our experts have assembled the key players in this growing sector.

Han Tan | Market Analyst

Updated 2 days ago | Published at juin 17