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2 Nuclear Energy Stocks Poised to Ride the Industry's Historic Revival

Nuclear energy could be a $10 trillion opportunity.

2 Nuclear Energy Stocks Poised to Ride the Industry's Historic Revival

Published July 25, 2026 · Category: Finance

Overview

The nuclear renaissance is upon us. Investors will have ample opportunity to profit from the energy transition. But there's a lot to understand first before diving in. From the 1960s through much of the 1980s, global nuclear energy capacity consistently rose. Then, in the 1990s, nuclear energy generation capacity plateaued. Growth would remain stagnant for decades.

In 1990, nuclear energy contributed roughly 17% to 18% of the world's electricity generation. Today, nuclear meets less than 10% of global electricity demand. There are many reasons for this, but the takeaway for investors was clear: Very little growth was expected from the nuclear energy industry for many decades.

Details

That growth plateau, however, is already a relic of history. "[N]uclear energy has, in many ways, been recently 'rediscovered' amid surging electricity demand," concludes a recent report from Bank of America.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.