Renewable electricity and uranium/small modular reactors (SMRs) moved in opposite directions today 😳
NextEra Energy rose slightly today, while Junda shares rose over 6%; Cameco also fell, Nano Nuclear fell nearly 8%, and Plug Power also fell.
Is this wave of decline in nuclear energy due to uranium valuations digesting overly high expectations, or is the market re-evaluating the commercial deployment timeline for SMRs? The corresponding investment logic for these two explanations is completely different—the former might be a buying opportunity, while the latter is a fundamental issue.
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