Nuclear Stocks Sell Off After U.S. Army Launches Microreactor Program
Analysts warn the nuclear sector may be overheating, as investor enthusiasm has driven up valuations of early-stage firms like Oklo and NuScale with little or no revenue.
The U.S. nuclear sector has been on a tear over the past couple of years, fueled by the global energy crisis, the clean energy revolution, and the AI boom, even as global electricity demand soars.
Meanwhile, the uranium market is experiencing a structural supply deficit, creating potential challenges for nuclear operators.
Analysts warn the nuclear sector may be overheating
Author summary: Nuclear sector may be overheating.
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