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核电要点 - 全球反应堆追踪(12 月版):2026 年核心主题聚焦-Nuclear Nuggets_ Global reactor tracker - December edition; 2026 Key Themes in Focus
2025-12-15 01:55
11 December 2025 | 4:02PM EST Equity Research Nuclear Nuggets: Global reactor tracker - December edition; 2026 Key Themes in Focus In the December edition of the Global Reactor Tracker, we highlight (1) a 2026 outlook for nuclear focused on a Q&A on key debates/themes into the new year (2) updated supply and demand forecasts through 2045 (3) recent data on pricing and contracting and (4) investor positioning and performance for nuclear equities under our coverage. Top questions on the nuclear theme heading ...