Nuclear energy stocks are posting impressive returns
In an era where technologies like artificial intelligence require massive amounts of energy, nuclear energy stocks are making a remarkable comeback. Returns of tens of percent within just one year – the quiet revolution unfolding in the nuclear energy sector is one of the leading economic phenomena of 2025.

The Nuclear Energy Revolution – Why Now?

A few years ago, most investors were seeking growth opportunities in technology stocks, but today the picture is changing rapidly. While the tech sector remains dominant, the nuclear energy sector offers impressive returns, with some of the leading companies in the field posting increases of hundreds of percent since the beginning of the year.

The Remarkable Surge: Numbers that Tell the Story

The data coming from most of the companies in the nuclear energy sector point to exceptional performance. For example, Vistra Corp, one of the largest electricity producers in the U.S., recorded a 99% increase in its stock price compared to last year – a result that leaves most tech stocks behind. Equally impressive is Cameco Corporation, the world’s largest Canadian uranium producer, whose stock has risen by 28%, driven by a 60% surge in raw uranium prices.

Government Support: Trump’s Aggressive Plan

The impressive surge in the nuclear energy sector is clearly and unmistakably supported by vigorous government policy. In May 2025, President Donald Trump signed four executive orders that will significantly expand nuclear infrastructure in the U.S., particularly through the construction of new reactors and increasing nuclear energy capacity. The policy aims to increase the U.S. nuclear capacity from 100 gigawatts today to 400 gigawatts by 2050 – a 300% increase over 25 years.

Additionally, the orders encourage the construction of new reactors near military facilities and data centers operated by artificial intelligence technologies, which require enormous amounts of energy.

New Technology as a Catalyst: AI Boosting Demand

The real revolution in the nuclear energy sector stems, in part, from the unprecedented demand for energy from artificial intelligence systems. The U.S. Department of Energy reported in December 2024 that energy consumption from data centers is expected to double or triple by 2028. According to estimates, tech giants like Microsoft, Meta, and Google will require massive amounts of electricity to power their data centers, and nuclear energy seems to be the most reliable and clean solution.

Recently, Microsoft signed an agreement with Constellation Energy to invest $1.6 billion in operating a nuclear reactor at the Three Mile Island facility in Pennsylvania, and Meta signed a similar agreement for supplying nuclear energy to its data centers in Illinois.

The Technological Revolution: Small Modular Reactors (SMRs)

The new technology expected to drive the sector forward is Small Modular Reactors (SMRs). These reactors offer the benefits of low cost, great flexibility, and high safety, serving as an alternative to large, traditional reactors. Collaborations between tech companies like BWX Technologies and NuScale Power will enable the development of the next generation of nuclear power plants.

The Global Dimension: International Race

The revolution is not only taking place in the U.S. According to a report from the International Energy Agency, global nuclear energy production is expected to reach record levels in 2025. Canada, Kazakhstan, and other countries are joining the race to develop innovative nuclear infrastructure.

Dramatic Supply Deficit: The Gap That Creates a Golden Opportunity

One of the strongest drivers of the nuclear energy boom in 2025 is the dramatic supply deficit developing in the global uranium market. According to data from Global X Funds, global demand for uranium is expected to reach 190-200 million pounds by 2025, while initial production is expected to fall short by 60-70 million pounds.

This gap has emerged primarily due to a decrease in secondary supply from existing stockpiles, a reduction in activity from traditional reactors, and the sharp rise in demand from technology companies. Industry experts predict that by mid-2025, uranium prices may return to levels of $90-100 per pound, compared to about $65 at the start of the year. The expected shortage puts uranium mining and processing companies in the position of potential “price makers,” which explains the remarkable surge in stocks like Cameco and NexGen Energy.

Risks and Warnings: Challenges and Concerns

Despite the impressive growth, it’s important to remember that the nuclear energy sector is subject to uncertainties, including regulatory changes, environmental regulations, and the risk of nuclear accidents. These factors could impact the performance of stocks in the sector. Furthermore, issues like radioactive waste management, high water consumption, and facilities vulnerable to terrorist attacks pose additional challenges.

Investment Opportunities: Diversification and ETFs

Investors looking to expose their portfolios to the nuclear energy sector can choose from specialized ETFs like the VanEck Uranium and Nuclear ETF (NLR) or the Sprott Uranium Miners ETF (URNM), which provide broad exposure to the sector while reducing risk.

Conclusion: The Nuclear Future

The data clearly shows that nuclear energy stocks represent one of the most significant opportunities in the global energy market in 2025. With unprecedented government support, growing demand for clean energy, and new technological solutions, this sector is expected to continue growing and capture a significant share of the global energy market.