Enhancements Suggested by the Commission for Betterment
Nuclear Energy: A New Frontier for Investment and Clean Energy
In 2025, the nuclear energy sector is experiencing a resurgence as artificial intelligence drives massive orders for stable energy sources, making nuclear power an attractive option. This renewed interest has led to billions in investments in advanced nuclear and atomic energy sectors.
Policy and Regulatory Boosts
The U.S. government is aggressively pushing for nuclear capacity growth, aiming for a fourfold increase in nuclear generation capacity by 2050. Regulatory processes are being streamlined to accelerate approvals and construction. Investment and production tax credits are also continuing, further incentivizing new nuclear builds and advanced reactor deployment.
Advanced Reactor Projects and Companies
Companies like NuScale Power, Oklo, and Nano Nuclear Energy are at the forefront of this growth, focusing on Small Modular Reactors (SMRs) and innovative nuclear technologies. NuScale Power, a leader in SMR technology, is gaining traction globally due to its modularity, safety, and scalability advantages. Oklo has secured a significant contract to deploy SMRs at a U.S. military base, illustrating military and federal support for advanced nuclear applications.
Tech Industry Engagement
Major technology firms, including Meta and Amazon, are signing long-term power purchase agreements to secure clean, reliable nuclear energy to power data centers and meet carbon reduction goals. This corporate demand is a substantial catalyst for nuclear investments worldwide. However, competition from fossil fuel plants remains as tech companies balance reliability and nuclear’s longer lead times with gas-fired turbines.
Uranium Mining and Supply Chain
Companies such as Cameco Corporation, Uranium Energy Corp, and Kazatomprom (the world’s largest uranium producer) are positioned to benefit from increased nuclear buildout given the projected rise in uranium demand. Kazatomprom, trading as National Atomic Co Kazatomprom JSC ADR, continues its dominant global market presence, essential for fuel supply to new reactors.
Investment Vehicles and Market Access
The Global X Uranium UCITS ETF provides diversified exposure across the uranium and nuclear value chain, including miners, utility companies, and advanced reactor developers like NuScale Power. These ETF vehicles reflect growing investor interest in nuclear as a clean energy investment theme.
Global and Geopolitical Context
China and other emerging economies, including Russia via Rosatom, continue securing nuclear contracts and building reactors, contributing to the overall nuclear investment growth globally. The U.S. leads on advanced reactor deployment and regulatory reform but faces competition in the supply chain and technology leadership.
Investors can benefit from this development with stocks like Cameco Corporation, Uranium Energy Corp, and National Atomic Co Kazatomprom JSC ADR being potentially interesting. These companies are active in uranium mining and could benefit from the increased demand for uranium in the nuclear sector. The Global X Uranium UCITS ETF is an investment vehicle for diversification across the entire nuclear industry.
- Technology firms, such as Meta and Amazon, are investing in nuclear energy to power data centers and meet their carbon reduction goals, which is accelerating investments in the nuclear sector, particularly in advanced reactor deployment.
- The nuclear energy sector is attracting investments from various sources, including finance, such as the Global X Uranium UCITS ETF, which provides diversified exposure across the uranium and nuclear value chain, including technology-focused advanced reactor developers like NuScale Power.
