Nuclear power(ing up) – opportunities for investors – Columbia Threadneedle Investments

Columbia Threadneedle Investments project that a powering up of the nuclear sector will result in a $550bn investment opportunity over the next decade.

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... At a glance:
  • COP28 saw over 20 countries commit to tripling nuclear power capacity by 2050. Energy security, electrification and AI growth are strong drivers supporting the investment thesis.
  • Nuclear power can provide round-the-clock energy and be an important component of the broader mix. Higher initial costs and extended delivery times pose a challenge.
  • Small modular reactors promise cost-effective solutions and their development is attracting significant investment.
  • Sectors and industries set to benefit include uranium producers, specialist engineering and construction names, reactor manufacturers and select utility names.

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