Barclays Maintains Bullish Stance On Nuclear

Barclays Maintains Bullish Stance On Nuclear Barclays is out with a report on nuclear and how the industry is progressing from conviction to construction. The report highlights year-to-date regulatory developments, demand and execution signals and market pricing across the industry.  Last year, Barclays argued three core points regarding nuclear energy: A nuclear renaissance is underway driven by energy security, decarbonization, and AI power demand The nuclear fuel cycle is likely to be an upstream bottleneck that requires reshoring As the theme matures, practical hurdles will take center stage, such as speed to power, labor,...