Key Takeaways OKLO targets long-term growth with Aurora microreactors but faces steep risks and delays.Southern Company offers 78 years of dividends, steady EPS growth, and a $76B capital plan.OKLO surged 400% YTD on SMR hype, while SO gained 15% with stable valuations and earnings.Nuclear energy is enjoying a global revival, with policymakers pushing for tripled capacity by 2050 and investors eyeing clean baseload power as essential for both electrification and artificial intelligence. Against this backdro ...

Some governments, companies and billionaires say a nimbler approach to nuclear power can help meet the electricity demands of AI data centers. Here's what to know about small modular reactors. https://t.co/njgpgFljRn ...

Many new ideas for small reactors will fail and be quietly buried. But for one firm, burial would be just the start https://t.co/pcGCx9kSHc ...

What is the opportunity here for you as a business. Huge opportunities, you see. And I say more the size of that market.We think the addressable market is about 400 equivalents of the same ours huge opportunity coming forward. As you think about how you we're going to support energy resilience going forward, it has to figure we have a leading position in that market. As you said, we won the contract with the U.K. government for the first three small modular reactors. We've actually won a contract with the C ...

Company Overview - Oklo, a nuclear startup, has seen a remarkable increase of 265% in 2025, significantly outperforming the S&P 500's 10% rise, driven by federal project approvals, rising energy demands from AI and data infrastructure, strategic partnerships, and a favorable regulatory environment for nuclear energy [2] - The company operates the Aurora reactor, a small, fast-neutron reactor generating between 15–75 megawatts, suitable for powering data centers, industrial facilities, military bases, or isolated towns, featuring integrated safety, nuclear fuel recycling, and improved efficiency with High-Assay Low-Enriched Uranium fuel [4] Business Model - Instead of selling reactors, Oklo plans to provide electricity through long-term power purchase agreements (PPAs), managing operations from construction to output, with current clients including the U.S. Air Force and Wyoming Hyperscale data centers [5] Growth Drivers - Key developments driving Oklo's momentum include a long-term PPA for deploying its Aurora microreactor at Eielson Air Force Base, increased investor interest in small modular reactors due to rising energy demands from AI, and a collaboration with Vertiv to explore nuclear-powered cooling systems at Idaho National Laboratory for large-scale data center applications [6][7] - Oklo's market capitalization stands at approximately $11.4 billion, with a current ratio improving to –13× from –32× in late 2024, despite reporting no revenue and an operating loss of $17.9 million in Q2, while maintaining over $680 million in liquidity for its anticipated Aurora reactor rollout in late 2027 or early 2028 [6][7]

NuScale Power's stock has traded in a wide range over the past year, with investors left to wonder if the stock is a risk or an opportunity. Shares of NuScale Power (SMR -2.28%) have been as low as roughly $7 a share over the past 52 weeks. They have risen as high as $51 or so. And in between those two extremes there was a nearly 58% drawdown, even though the stock is up a whopping 400% over the past year. And this opportunity is hitting at roughly the same time as a massive uptick in demand for electricity ...

When will Western countries start building small modular reactors? The Zero podcast explores the future of nuclear power https://t.co/sx7LGXnyEm ...

companies founded by Glenn Curtiss, the father of naval aviation, and the Wright brothers, who so famously made the first flight. Joining us now on set exclusively is Curtiss-Wright chair and CEO Lynn Bamford. This is her first broadcast interview in the role, and it's so good to have you here.Welcome. >> Thank you very much for having me here. It's my pleasure to get to talk a little bit more about Curtiss-Wright and share it with your audience.>> So I just mentioned it's almost century old company, but yo ...

Financial Data and Key Metrics Changes - Ameresco reported a strong financial performance with second quarter revenue growing 8% and adjusted EBITDA increasing 24% year-over-year [15][17] - Net income attributable to common shareholders was $12.9 million, or $0.24 per share, with non-GAAP EPS of $0.27, reflecting a 30% growth compared to last year [17] - Total project backlog increased 16% to a record $5.1 billion, with contracted project backlog rising 46% to $2.4 billion [18] Business Line Data and Key Metrics Changes - Projects revenue grew 8%, driven by strong performance across geographies, particularly from a European joint venture [15][16] - Energy asset revenue grew 18%, supported by an increase in operating assets, which now total approximately 750 megawatts [16] - Recurring O&M revenue maintained steady growth, while revenue from other business lines declined due to the divestiture of the AEG business [16] Market Data and Key Metrics Changes - Europe now accounts for approximately 20% of the total project backlog, indicating significant growth potential in that region [10] - The company is well diversified across public and private customers, with independent power producers now representing over 20% of the total project backlog [9] Company Strategy and Development Direction - Ameresco's strategy focuses on diversification across customer base, technology portfolio, and geographic reach to capitalize on growth opportunities [10][11] - The company is investing in human capital and technology, including small modular reactors and battery storage, to stay ahead of market trends [12] - The management highlighted the importance of energy infrastructure solutions in response to increasing electricity demand and utility rates [6][8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the improved business environment with the federal government and ongoing federal contracts [13][88] - The company anticipates continued growth driven by rising electricity prices and the need for reliable energy supply [7][8] - Ameresco reaffirmed its guidance for 2025, indicating confidence in future performance despite potential regulatory changes [21] Other Important Information - The company raised approximately $170 million in new project financing during the quarter, including a $78 million note issuance [19] - Ameresco has a claim of approximately $27 million against a battery supplier that recently filed for bankruptcy, but this is not expected to impact project execution [20] Q&A Session Summary Question: Cash generation and net leverage perspective - Management indicated comfort with current leverage levels and expects to potentially reduce leverage as EBITDA grows and project collections occur [28] Question: Contracted backlog conversion trends - The increase in contracted backlog is driven by expanded service offerings and higher market demand, with margins trending positively [31][34] Question: Data center infrastructure exposure - Ameresco is actively working on energy supply projects for data centers, addressing the power shortage driven by new AI loads [36] Question: Equipment supply impact on growth - Supply tightness exists for certain equipment, but the company has managed to avoid delays in project implementation [42] Question: European operations strategy - Ameresco is focusing on organic growth in Europe while remaining open to acquisitions, particularly in battery storage and solar [46][47] Question: Federal business outlook - Management expressed optimism about federal contracts and the value proposition of energy savings in infrastructure upgrades [88][90] Question: Energy asset deployment guidance - The company maintains guidance of deploying 100 to 120 megawatts of energy assets by year-end, with expectations for a stronger Q4 [51][94] Question: RNG business outlook - Ameresco remains positive about the RNG business, especially with the ability to monetize investment tax credits [65] Question: SMR partnership with Terrestrial Energy - The partnership aims to explore next-generation firm energy solutions, with projects expected to take several years to develop [68]

Nuclear Energy Development - Next generation Gen 4 reactors are critical, with three reactors expected to be operational at Idaho National Lab next summer [1] - The company is supplying Halo fuel for these next generation reactors [1] - The company has committed to providing fuel to five next-generation reactor companies and plans to expand to a dozen [2] Government Support and Industry Growth - Tax credits for nuclear energy were included in a major bill to support the industry, which had been suppressed for three decades [2] - The industry may require assistance to initiate growth, even from a free market perspective [2] Future Outlook - The nuclear energy industry anticipates a transition to a free market within approximately 10 years [3] - This transition is dependent on the learning curve associated with small modular reactors, supply chain development, and volume production to reduce costs [3]