The Trump administration has made no bones about its desire to revitalize the US’s nuclear power industry. With four new executive orders hot off the president’s desk, nuclear is being treated as a silver bullet, capable of meeting AI power demand while shoring up the country’s energy independence. The US is also looking to counter China and Russia, which in recent years have led the way in nuclear technology rollout both at home and abroad. But can this new policy push elicit the market response required to rebuild the US’s nuclear energy industrial base? On today’s show, Tom Rowlands-Rees is joined by BloombergNEF’s lead nuclear analyst, Chris Gadomski, to discuss findings from his note “Trump Pushes Nuclear But Market Pull Is Uncertain.”
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com
Links to research notes from this episode:
Trump Pushes Nuclear But Market Pull Is Uncertain - https://www.bnef.com/insights/36697
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