The Geopolitical Bull Case for Nuclear

Core Insights - The nuclear energy sector is gaining attention not only due to AI and data centers but also due to geopolitical factors and U.S. initiatives to promote nuclear exports [1] Geopolitical Strength of Nuclear Energy - Nations lacking industrial capabilities for nuclear energy will seek support from other countries, leading to stability in their energy grids and job creation [1] - The exporting country gains significant political leverage by providing nuclear technology, fostering long-term relationships that can last over a century [1] U.S. Nuclear Export Initiatives - The U.S. government is prioritizing nuclear exports through executive orders aimed at securing agreements with other nations for advanced reactor technologies [1] - Recent agreements have been signed with countries like Saudi Arabia, Czech Republic, Slovakia, and Armenia, focusing on reducing reliance on Russian and Chinese nuclear technology [1] - The U.S. is taking over engineering and fuel services previously managed by Russia, with companies like Westinghouse and Lightbridge developing compatible fuel for various reactor designs [1] Investment Opportunities - The VettaFi Nuclear Renaissance Index (NUKZX) includes companies involved in the nuclear value chain, such as reactor developers and fuel service providers [1] - The Range Nuclear Renaissance Index ETF (NUKZ) is linked to this index, offering investors exposure to the growth potential in the nuclear sector [1]