Mon, Mar 23

NEWS: Japan-U.S. Trade Deal Boosts Nuclear Energy. These 3 Companies Could Benefit.

Japan is putting major money behind the US energy buildout—up to $40B for SMRs and $33B for gas plants. (Barron’s)

  • The nuclear piece: Up to 3 GW of GE Vernova Hitachi's 300-MW SMRs in Tennessee and Alabama. This design is under construction in Canada…but not yet built or licensed in the US.

  • The gas piece: NextEra Energy would operate gas plants in Texas and Pennsylvania, building on hubs it's already developing with Comstock Resources.

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