Three things on the nuclear energy market
In this short video, Partner, Axel Leichum shares three key things on the nuclear energy market and how it is evolving.
A renewed focus on nuclear energy is taking shape as power demand rises and pressure on fossil fuels increases. Electrification and AI are driving long-term growth in electricity consumption, while intermittency limits the role of renewables. Against this backdrop, nuclear is reemerging as a scalable source of baseload power, supported by policy momentum and long-term capacity ambitions.
The supply chain is also reawakening. Operators are committing significant capital to plant upgrades, restarts, and new builds, while reactor developers and small modular reactor platforms continue to attract investment. Design, engineering, and licensing activity is accelerating, creating near-term opportunities across the ecosystem.
Investors are already positioning around the operating fleet. Strategic buyers and private equity are backing businesses focused on maintenance, compliance, safety equipment, and plant upgrades, reflecting growing momentum across enabling services.
If you would like to discuss what this means for your business, please get in touch.
