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Unlocking Investment Opportunities in Nuclear Power
A Deep Dive into the Companies and Innovations Shaping the Future of Clean Energy
3 min readJan 6, 2025
Nuclear power is gaining renewed attention as a cornerstone of a sustainable energy future. Its promise of clean, reliable, and scalable energy solutions aligns with global goals to combat climate change and ensure energy security. Below, we break down key players and opportunities in the nuclear sector for easy reference.
The Rise of Small Modular Reactors (SMRs)
Oklo ($OKLO)
- Focus: Compact, efficient SMRs like the Aurora Powerhouse.
- Applications: Data centers and industrial facilities.
- Potential: Strategic partnerships with tech giants position Oklo for significant growth.
NuScale Power ($SMR)
- Focus: Scalable SMR technology (VOYGR design).
- Notable Projects: Carbon Free Power Project in Idaho.
- Advantage: Regulatory approval and legislative incentives support rapid commercialization.
Rolls-Royce Holdings ($RR.L)
- Focus: SMRs for the UK’s clean energy goals.