Investment opportunities for nuclear energy

October 19, 2023, 9:30AMANS Nuclear Cafe


Nuclear energy stocks “have become far more compelling to many investors in recent years,” and “there are good reasons to support this carbon-free source of energy,” according to investment entrepreneur and financial lecturer Jason Hall. In an article recently published by The Motley Fool, Hall discusses the opportunities and risks of investing in nuclear energy companies and offers his perspective on three top nuclear energy stocks.

Nuclear basics and new innovations: Hall started at the beginning, describing the most basic aspects of nuclear energy: the production of heat through fission, the generation of electricity via turbines, and the mining and enrichment of uranium for fuel. He noted that there “are only a small handful of companies with the expertise and financial strength to deal with nuclear reactors, and almost all are either private, state-owned, or the subsidiary operation of a large industrial conglomerate.”

WNA publishes report on the world’s nuclear supply chain

August 21, 2023, 9:30AMNuclear News

In the newly released 2023 edition of The World Nuclear Supply Chain report, the World Nuclear Association recommends a number of actions to ensure that the international supply chain remains “suitably robust, competitive, and adaptive to meet the anticipated need for long-term operation and new nuclear build.”

The fifth edition of the report provides a market-oriented view that focuses on opportunities and challenges related to nuclear-grade structures, systems, components, and services. Evaluated are supply chain considerations ranging from large-scale reactors to small modular reactors to reactor refurbishment.

Investors confident in uranium bull market

July 12, 2023, 9:30AMANS Nuclear Cafe

The current bull market for uranium seems to be heating up. “Fundamentals are strong, and new political incentives are in place to spur nuclear development,” according to an article on the Proactive Investors website, which also noted that the uranium supply “will need to increase significantly to meet the market’s needs if nuclear is to become a key source of energy in the global push to reduce carbon emissions.”

New GAO report focuses on fusion

April 7, 2023, 7:02AMANS Nuclear Cafe

The latest advances in nuclear fusion, the remaining challenges, and proposals to overcome those challenges are the focus of a new report, Fusion Energy: Potentially Transformative Technology Still Faces Fundamental Challenges, published by the Government Accountability Office.

Jigar Shah talks about the DOE’s Loan Programs Office

December 14, 2022, 9:30AMANS News


American Nuclear Society executive director/chief executive officer Craig Piercy interviewed Jigar Shah, the director of the Department of Energy’s Loan Programs Office (LPO), in an ANS members-only online event on December 7. Shah and Piercy discussed the LPO’s role in assisting the U.S. nuclear energy industry both domestically and internationally in working toward the decarbonization of the power sector. The interview served as a follow-up to Shah’s article in Nuclear News, “Deploy, deploy, deploy: Achieving our climate goals requires nuclear this decade” (November 2022, p. 12).

Shah’s expertise: Before becoming LPO director in early 2021, Shah was president of Generate Capital, which he cofounded as an investment and operating platform for sustainable infrastructure, including distributed energy storage, microgrids, fuel cells, electric vehicles, and organic waste management. He also founded SunEdison, which pioneered “pay as you save” financing for solar energy. In addition, he was the founding CEO of the Carbon War Room, a nonprofit organization that helps entrepreneurs address climate change.

X-energy to become publicly traded company

December 12, 2022, 7:00AMANS Nuclear Cafe

X-energy, a developer of small modular reactors and nuclear fuel technology, has entered into a definitive business combination agreement with Ares Acquisition Corporation (AAC). As a result of the agreement, X-energy will become a publicly traded company, a status that is expected to boost its growth strategy, investment opportunities, and financial flexibility. In addition, X-energy will receive differentiated sponsorship by Ares Management Corporation, which describes itself as a “leading global alternative investment manager.” The transaction is expected to be finalized in the second quarter of 2023.

Report touts nuclear energy’s investment attractiveness based on ESG standards

November 17, 2022, 9:30AMANS Nuclear Cafe

Nuclear energy “has exceptional characteristics that make it uniquely qualified to address all three facets of the energy trilemma: affordability, sustainability, and reliability,” according to a new report, Solving the Energy Trilemma: The Case for Nuclear as a Sustainable Investment. Developed by the Center for ESG and Sustainability (CESG), which has a partnership with Columbia University’s International Research Institute for Climate and Society, the report concludes, “Even absent ESG [environmental, social, and governance] considerations, nuclear is an investible asset. However, its strong ESG performance makes the case for investment even stronger.”

More big-tech billionaires backing next-gen nuclear startups

March 29, 2022, 9:29AMANS Nuclear Cafe
Data from research firm PitchBook show a spike in nuclear investment. (Graph: Bloomberg)

The trend of big-tech billionaires of Silicon Valley investing in next-generation nuclear energy startup companies continues. In a March 22 article on the Bloomberg website, Lizette Chapman, of the site’s venture capital group, writes that these investors view nuclear power as “a solution to both cutting carbon emissions and weaning the world off now-controversial Russian gas.”