---
title: "Cameco and NuScale seen as top picks in US nuclear push"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286755754.md"
description: "The U.S. plans to increase nuclear capacity from 100 GW in 2024 to 400 GW by 2050, indicating strong policy support. Cameco, producing 17% of global uranium, is well-positioned to benefit from rising fuel demand due to its scale and stake in Westinghouse. NuScale, with the only NRC-approved U.S. SMR design, has a competitive edge in the small reactor market."
datetime: "2026-05-18T10:33:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286755754.md)
  - [en](https://longbridge.com/en/news/286755754.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286755754.md)
---

# Cameco and NuScale seen as top picks in US nuclear push

Nuclear capacity surge: The U.S. aims to expand nuclear capacity from 100 GW in 2024 to 400 GW by 2050, signaling strong policy support. Cameco’s market power: Producing 17% of global uranium, Cameco’s scale and stake in Westinghouse position it to benefit from rising fuel demand. NuScale’s SMR advantage: NuScale holds the only NRC-approved U.S. SMR design, giving it a head start in the emerging small reactor market.

### Related Stocks

- [CCJ.US](https://longbridge.com/en/quote/CCJ.US.md)
- [SMR.US](https://longbridge.com/en/quote/SMR.US.md)

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