Big Tech is creating a new market for small nuclear reactors — these stocks are ways to play it

  • 📰 CNBC
  • ⏱ Reading Time:
  • 23 sec. here
  • 18 min. at publisher
  • 📊 Quality Score:
  • News: 68%
  • Publisher: 72%

Breaking News: Investing Nachrichten

Markets,Breaking News: Markets,Energy

The outlook for small modular reactors is improving and the potential market is bigger than appreciated, according to Morgan Stanley.

The next generation of nuclear technology could be moving closer to becoming a reality, driven by the tech sector's growing demand for electricity to power artificial intelligence. Small modular reactors promise to reduce capital costs and accelerate construction timelines that typically plague nuclear plants, but the technology has struggled to reach the commercial stage. The difference now is the appetite of tech companies for fossil-free fuel.

Microsoft , for example, agreed to pay $130 per megawatt hour for electricity from the mothballed Three Mile Island nuclear plant in Pennsylvania that Constellation Energy is restarting, according to Percoco. "The cost of an SMR is highly uncertain but could potentially be feasible price level," the Morgan Stanley analyst said. Investor options limited Investors who want exposure to SMRs have limited options right now.

 

Vielen Dank für Ihren Kommentar.Ihr Kommentar wird nach Prüfung veröffentlicht.
Wir haben diese Nachrichten zusammengefasst, damit Sie sie schnell lesen können. Wenn Sie sich für die Nachrichten interessieren, können Sie den vollständigen Text hier lesen. Weiterlesen:

 /  🏆 12. in DE

Deutschland Neuesten Nachrichten, Deutschland Schlagzeilen

Similar News:Sie können auch ähnliche Nachrichten wie diese lesen, die wir aus anderen Nachrichtenquellen gesammelt haben.

5 clean tech stocks to buy 'on any election-related weakness': Morgan Stanley5 clean tech stocks to buy 'on any election-related weakness': Morgan Stanley
Herkunft: Investingcom - 🏆 450. / 53 Weiterlesen »