It's just much easier to sell fear than to sell reassurance. Of course, it was an early reactor with some bad designs and a human error, but that shouldn't even be possible to happen. But you're right, even with mechanical system design problems, human errors, no meaningful radiation was released, no impacts on human health.But it scared everyone. And the China Syndrome movie was out then, and we had a society ready to be fearful of nuclear power. Fortunately, now we've got, you know, 70 years of data from ...

The governor of Japan’s Niigata prefecture says he will decide “soon” on whether to approve the restart of the world’s biggest nuclear power plant https://t.co/iAmVpieUvs ...

A global pledge to triple nuclear power capacity by 2050 has drawn support from two more nations, meaning 33 countries now back efforts to expand the world’s fleet of atomic plants https://t.co/zmIzTCMB9l ...

Core Viewpoint - The uranium sector is viewed as a long-term investment opportunity, with expectations of continued market deficits and tight supply for the foreseeable future [2][3]. Industry Trends - The uranium market has been in deficit for the past three to four years and is expected to remain so until the end of the decade, with inventories currently supplying the shortfall [2][3]. - There is a global shift towards nuclear energy acceptance, with 20 countries pledging to triple their nuclear capacity by 2050, and the US aiming to quadruple its capacity [6][7]. - The perception of nuclear energy has changed from being viewed as a "dirty" source to being recognized as a stable and green energy source, leading to increased government support for nuclear projects [7][8]. Market Dynamics - The demand for uranium is expected to grow significantly, driven by utilities needing to meet power demands, particularly from hyperscalers looking to add substantial power capacity [10][12]. - There is a notable increase in the number of old mothballed reactors being restarted, indicating a shift in regulatory attitudes towards nuclear energy [5][6]. - The market is characterized by tight supply conditions, with utilities potentially facing pressure to secure uranium at any cost to meet rising energy demands [9][12].

For more on where the nuclear trade is headed, TD Cowan's Craig Hutchinson joins us now. He is a firm's base metals analyst. Craig, great to have you with us.Um, I saw you sort of smiling when when Kramer was going off on the end of magical investing. Um, can you sort of tell us why Kramer's wrong. >> Yeah.No, I I respectfully disagree and thanks for having me on the show. Um, I think you you got to look at the uranium sector really as a long-term play. Um the uranium miners, the developers, they're looking ...

Constellation’s plan to restart its shuttered Three Mile Island nuclear plant is getting $1 billion in backing from the US government as the Trump administration pushes to add more atomic power on the electric grid https://t.co/FQ6nGt1wIs ...

Group 1 - Jim Cramer highlights GE Vernova Inc. (NYSE:GEV) as a leading stock in the nuclear power sector, particularly in the context of power generation equipment [2][3] - A Morgan Stanley report indicates that the US could face a 20% shortfall in power supply for data centers by 2028, emphasizing the importance of companies like GE Vernova in addressing these challenges [2] - Cramer notes that GE Vernova has a significant position in his investment trust and expresses a desire for it to grow larger, citing the limited production of turbines as a critical factor in the power ecosystem [3] Group 2 - The discussion around GE Vernova also touches on the role of batteries in energy storage, with references to industry figures like Elon Musk, indicating a broader context of innovation in energy solutions [3] - While acknowledging the potential of GE Vernova, there is a belief that certain AI stocks may offer higher returns with lower risk, suggesting a competitive landscape for investment opportunities [3]

Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer mentioned in his latest comments. Cramer said that the company’s gains for the year present a “terrific opportunity to ring the register,” as he commented: “Maybe you bought OKLO because… I’ve spoken highly about nuclear power. Oklo is working to develop as much nuclear power as possible with smaller form reactors, and the conference call yesterday was extremely bullish and really good. At the same time, though, we got to admit that Oklo is a pre-reven ...

A Japanese regional governor who holds sway over the fate of the world’s largest nuclear power plant said security measures at the idled facility had improved since his last visit https://t.co/NnRsgflyap ...

Key Takeaways Uranium Energy's stock has surged 69.4% in 2025, outpacing the industry but lagging close peers.UEC reported $66.84M in FY25 revenues but posted a wider 20-cent per-share loss.The company advanced ISR mining projects, stayed debt-free and acquired Rio Tinto's Sweetwater Complex.Uranium Energy (UEC) is currently trading at a forward price-to-sales ratio of 66.55X, a significant premium to the industry's 1.42X. The company’s Value Score of F suggests that the stock is not so cheap and has a stre ...