The Nuclear Renaissance Disconnect: Utilities Plan Big While Stocks Lag

The Nuclear Renaissance Disconnect: Utilities Plan Big While Stocks Lag The Nuclear Energy Institute's (NEI) newly released 2026 Future of Nuclear Power survey captured American nuclear energy ambitions across 21 utility companies covering 95 commercial reactors. Reactor owners find themselves planning new reactors to meet the AI-juiced electricity demand of the future , along with the added demand from increased domestic manufacturing and electrification. More than 97% of the units surveyed are