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.
Posted on Apr 11, 2025
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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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