Research Café: Nuclear Power - Considerations for Institutional Investors

Greg DeForrest, CFA, and Julia Moriarty, CFA, discuss renewed interest in nuclear power as a low-emissions, reliable energy source amid rising electricity demand, aging reactor fleets, and growing data-center needs, including the potential of small modular reactors and recent activity such as permitting and efforts to restart shut units. They also explain what nuclear decommissioning trusts fund, how they are financed and regulated, and investment opportunities for managers and private equity as assets persist and new trusts may form.

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