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 뉴스

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.

 

귀하의 의견에 감사드립니다. 귀하의 의견은 검토 후 게시됩니다.
이 소식을 빠르게 읽을 수 있도록 요약했습니다. 뉴스에 관심이 있으시면 여기에서 전문을 읽으실 수 있습니다. 더 많은 것을 읽으십시오:

 /  🏆 12. in KR

대한민국 최근 뉴스, 대한민국 헤드 라인

Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.

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
출처: Investingcom - 🏆 450. / 53 더 많은 것을 읽으십시오 »