Core Insights - Nuclear energy is projected to be a $10 trillion market opportunity, addressing global power shortages driven by increasing demand from data centers, AI, and electrification projects [1][2] - The nuclear power sector has seen a resurgence due to rising electricity needs, improved public perception, and strong government support [2] Investment Opportunities - OKLO stock has surged 90% this month, while Oklo Inc. has gained 350% year-to-date, with plans to provide energy by 2027 [1][5] - NuScale Power Corp., the only U.S. company with an NRC-approved SMR design, expects to deliver reactors by 2030, with its stock up 100% this year [4] - Centrus Energy Corp., the only licensed producer of HALEU in the U.S., has seen its shares rise over 265% this year [6] Market Dynamics - The global nuclear capacity must triple by 2050, requiring over $3 trillion in investment over the next 25 years [3] - Small Modular Reactors (SMRs) are highlighted as a key technology for the next 25 years, being cheaper and quicker to build than traditional plants [4] Supply Chain and Fuel - Current nuclear reactors depend on low-enriched uranium (LEU) and high-assay, low-enriched uranium (HALEU) [5] - U.S. efforts are underway to rebuild domestic uranium enrichment capacity, historically dominated by Russia [6] Mining and ETF Performance - Mining companies like Uranium Energy Corp. (80% increase), Ur-Energy Inc. (30% increase), and Energy Fuels Inc. (170% increase) have shown substantial gains year-to-date [7] - The Global X Uranium ETF, which tracks uranium-focused firms, is up over 80% in 2025 [7] Future Outlook - Analysts predict continued growth in the nuclear energy industry as power demand rises, particularly driven by energy needs in the U.S. [8]
Oklo, NuScale, Nano Nuclear Stocks Soar—The $10 Trillion Nuclear Bet Is On