RISING TIDES
Observations from the IMC Research Process

America’s Atomic Moment

 

Nuclear’s heating up – multiple Executive Orders and AI-fueled demand are giving nuclear-related stocks a boost.

  • Nuclear stocks surged following President Trump’s Executive Orders aimed at accelerating nuclear development. If implemented, this may reduce nuclear plant approval timelines from 5-7 years to 1-2 years. America’s target for 35GW of nuclear capacity by 2035 would unlock a $100B+ nuclear plant equipment market. Constellation Energy $CEG estimates demand for nuclear power will increase by 167% over the next 5 years.
  • Newer nuclear technology adoption may accelerate. Booming demand for AI power may accelerate the adoption of small modular reactors to power data centers – SMR hitting a 52-week high.
  • Momentum is building across the board. US and South Korean nuclear equipment suppliers (GEV, CW), nuclear power producers (NRG), and Korean nuclear plant construction companies (Doosan Enerbility) are all hitting 52-week highs.

This report is provided for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. IMC or its clients may hold positions in securities mentioned; the mention of specific companies does not imply endorsement or a recommendation. Past trends do not guarantee future results.