Nuclear energy now offers just under 10% of global electricity supply, becoming the second largest source of low-emission electricity in the world. It is expected that this number will grow significantly, as according to the International Energy Agency, more than 70 GW new nuclear capacity is under construction worldwide, while more than 40 countries around the world are planning to expand the role of nuclear in their energy systems. Nuclear energy also provided more than 19% of United States electricity by 2024, despite less than 8% of the country’s total operational capacity.
Nuclear energy has also appeared as a precursor to feeding the BOom of the ongoing IA and its accompanying data centers. According to Deloitte’s latest estimates, the data center’s demand for electricity could increase by five35 to reach 176 GW. About 10% of this demand is expected that nuclear energy. Last month, several technology giants met as far as the Ceraweek conference in Houston and signed a commitment to support the goal of triple at least the world’s nuclear energy capacity by 2050.
The problem is that many of these projects will take years to build -with some of them even a decade or more. They also cost billions of dollars and often face challenges related to construction deadlines and cost expenses, which can make it difficult to economic viability and competitiveness. A solution to this has arisen in the form of SMRS, or small modular reactors, which have a power capacity of up to 300 MW per unit and are faster to create with a higher reach for cost reductions. In addition, they can be built at the factory from the standard parts and are considered flexible enough to be demolished for a single client, such as a data center or an industrial complex. The IEA estimates that with the right support, SMR facilities could reach 80 GW in 2040, representing 10% of global nuclear capacity worldwide.
Despite a record increase in demand, a large number of nuclear energy shares have witnessed a significant decrease in the last year due to a decrease in uranium price, which has fallen around 37% since January 2024. A part of this drift of increasing tensions between the United States and Canada, which is the largest uranium supplier with its neighbor in the South. It is believed that another reason for the low price of uranium is the potential lifting of sanctions in Russia, which was the largest supplier of uranium enriched in the United States commercial sector in 2022 and 2023.
However, the country banned the import of Russian uranium last year, with the aim of encouraging domestic manufacturing. The Department of Energy also received $ 2.7 billion in funding, to try to promote the growth of the US nuclear fuel supply chain. As a result, five North -American facilities in Wyoming and Texas have driven a 24% increase in uranium domestic production in 2024. In addition, after President Trump recently ordered a probe on potentially imposing rates for critical mineral imports, including uranium, investors accumulate to acquire stakes in household uranium companies.
Vistra Corp. (Vst) is the best nuclear energy stock to buy according to billionaires?
To collect data from this article, we scanned Monkey’s database and chose the 10 best companies operating in the nuclear energy sector with the largest number of coverage fund investors in the 4th of 2024.When two or more companies had the same number of billionaires invested in them, we classified them for the market lid as this piece was written. Below are the The best nuclear energy stocks according to billionaires.
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Number of billionaire holders: 25
Fulfill our list of The best nuclear energy shares to buy now Is Vistra Corp. (NYSE: VST), the largest U.S. competitive energy generator with a capacity of approximately 41,000 MW, fed by a diverse portfolio that includes nuclear, nuclear, solar and batteries storage facilities.
Vistra Corp. (NYSE: VST) reported an EPS of $ 2.41 in the fourth quarter of 2024, according to market expectations. However, $ 4.04 million company revenue reached the most important estimates at $ 124 million, as well as raising 31.16%. Vistra’s basic basic benefit from continued operations during the quarter increased to $ 1.99 billion, compared with $ 965 million the previous year, as a strong electricity demand from the IA data centers helped increase their results. The company also maintains a strong balance, generating a cash flow of more than $ 4.56 billion by 2024 and ending the year with $ 1.2 billion by hand cash. In addition, VST has committed to a minimum of $ 2.25 billion in actions rewards until 2025, with an additional $ dollars.
Vistra Corp. (NYSE: VST) started by 2024 with “only” 2.4 GW of nuclear generation capacity, but it was significantly added to this figure with the end of an agreement to acquire Energy Harbor in March. The agreement added 4 GW of nuclear generation capacity to the company’s portfolio, making it the owner of the second largest competitive nuclear fleet in the United States.
“ Volatility also created entry points to motivate our first purchase in the utility sector, Vistra Corp. (NYSE: VST), as well as reducing our weight in the consumer’s discretionary sector with the addition of Cava Group. Vistra is the largest competitive power generator in the United States with a 41 -GW fleet of diversified food and fuel sources. From most of the PJM markets (Pennsylvania, New Jersey, the Interconnection of Maryland) and Ercot (Texas), they could also launch the additional power shopping agreements with hyperscalers and act as a positive catalyst for the stocks of independent producers.
Usually vst Ranks 1st In our list of the best nuclear energy shares to buy according to billionaires. Although we recognize the potential of VST to grow, our conviction lies in the belief that the stocks of the AI have a greater promise to obtain higher returns and to do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia more promising than VST but sells less than five times, see our report on this Ia stock cheap.
