<div id="readability-page-1">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.</div>

<p>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.</p>

Cameco and NuScale seen as top picks in US nuclear push