On The Markets: How To Play The Revival In Nuclear Power thumbnail

On The Markets: How To Play The Revival In Nuclear Power

By Neland Nobel

Written by Neland Nobel

After the events of Three Mile Island and the subsequent misleading movie The China Syndrome, nuclear power was all but dead by 1980. While nuclear power was moribund in the private sector, that was not true, ironically, for the public sector. The biggest users of small nuclear reactors have been the US Navy. The recrudescence of nuclear power in the United States has been significantly influenced by the political rise of Donald Trump, particularly in his second term beginning in 2025. The President has focused on policy initiatives, executive orders, and their impact on the nuclear energy sector, with emphasis on small modular reactors (SMRs), mothballed plant restarts, and support for AI-driven energy demands.

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