Nuclear Power: Understanding a Changing Frontier of Opportunity and Risk

Nuclear Power: Understanding a Changing Frontier of Opportunity and Risk

With the growing pressure to meet climate goals, the global surge in energy consumption, and new nuclear technological advancements, there is renewed interest in nuclear energy as a means to overcome the energy deficit.

Although traditional nuclear technologies pose significant financial, safety, and environmental risks, a growing array of innovations offer the potential to mitigate these risks and make nuclear power a more viable and palatable alternative to fossil fuels.

Around the world, companies are creating long-term shareholder value by mitigating key risks with "new" nuclear strategies, which we explore in our new white paper, "Nuclear Power: Understanding a Changing Frontier of Opportunity and Risk." Specifically, the paper highlights how …

• Skyrocketing global energy consumption has intensified the demand for low-carbon solutions.
• Nuclear power could provide a powerful tool to address this challenge, provided the proper guardrails are in place to prevent current risks.
• Nuclear power has been on the decline because of the risks and costs associated with traditional technologies.
• "New" nuclear innovations are overcoming many of the past risks, costs, and hurdles.
• While our team maintains our long-established avoidance of companies exclusively involved in nuclear power generation, we are finding opportunities to invest in innovative companies that make nuclear power safer and more environmentally friendly. We believe these opportunities will grow over time.

Click to download the white paper.