ab 8 October 2025 An "All-Of-The-Above" Energy Future Is nuclear bad for solar? In our view, it is not. Rather, the increased interest in nuclear is further evidence of the U.S. market being drastically short of clean electricity generation. In this note, we sketch out the depth of the need for clean electricity capacity, of which AI data center driven demand is only a portion. The larger pool of demand includes the displacement of fossil fuel generation and the eventual replacement of an aging nuclear and ...

Urenco USA, the only US supplier of nuclear fuel for conventional reactors, has received permission from regulators to make a new type of uranium fuel https://t.co/bVgCz86ouy ...

BWX Technologies, Inc. (NYSE:BWXT) is one of the stocks Jim Cramer recently commented on. Cramer noted that it is one of the nuclear specs that make money. He said: “What sectors count as speculative here? Okay, they can be pretty easily grouped, thankfully. There are the nuclear stocks like Energy Fuels, that means Oklo, Nano Nuclear, and BWX Technologies. I’d include Bloom Energy, BE, I saw them on TV today… hydrogen fuel cells. BWX and Bloom make money, the rest don’t, but they’re all expensive.” Ph ...