2025 looks like it will be a great year for nuclear energy companies. Energy demand has never been higher – the U.S. Energy Information Administration estimates that total U.S. energy demand for 2024 will reach 4.1 trillion kilowatt-hours, a record high, and the estimate for 2025 is even greater. Furthermore, demand is particularly high for clean energy sources that have little negative impact on the climate, and nuclear energy fits this bill well.
There are more reasons to be excited about nuclear stockpiles in 2025: Companies finally have clarity about them Tax credits for clean hydrogen production As outlined in the Inflation Reduction Act of 2022, nuclear companies will benefit; Congress in 2024 banned imports of enriched uranium from Russia, a major supplier, further stimulating domestic companies; Microreactor technology is booming, which could shorten the path to clean energy solutions for remote areas and other underserved populations.
Amid all this, the boom in artificial intelligence is a major driver of interest in nuclear energy. AI power requirements are growing dramatically and may require 14 GW of new power by 2030; In some cases, AI energy demand is expected to reach a third of the country’s total energy needs by 2018. Early next year. Although investors can certainly look into nuclear-themed ETFs like VanEck Uranium and Nuclear ETF NYSEARCA: NLRThree companies in particular may be worth watching at this time.
Oklo: Catering to data center customers, with the agreements to prove it
Oklo today
- 52 week range
- $5.35
▼
$31.91
- Price target
- $22.33
If it appears that Oklo Inc. New York Stock Exchange: OCLO Designed specifically to meet the needs of AI companies, it may come as no surprise that the CEO of this nuclear company is Sam Altman, the leader of OpenAI. Oklo’s modular reactors specialize in producing continuous, low-carbon power that perfectly matches the needs of AI companies looking to power data centres. The company is on its way to being one of the first nuclear companies to put its small modular reactors on the market.
Data center providers are listening. In December 2024, Oklo announced It has signed a non-binding agreement to provide a total capacity of 12 gigawatts of power to the Las Vegas data center operator Switch until 2044.
Oklo is still a small company, with a market capitalization of just $3.0 billion as of January 16, 2025. However, shares have already risen quickly, rising more than 128% in the year leading up to that date. If deals like those with Switch continue, it could help push Oklo stock higher.
Oklo Corporation (OKLO) price chart for Friday, January 17, 2025
Kamiko: Distinctive location and investments
Kamiko today
- 52 week range
- $35.43
▼
$62.55
- Dividend yield
- 0.23%
- P/E ratio
- 274.07
- Price target
- $66.56
Cameco Company New York Stock Exchange: CCJ It is the largest publicly traded uranium company with a market capitalization of over US$21.5 billion as of January 16, 2025. With the recent move toward Increasing the capacity to enrich uranium In the United States by the Department of Energy, Cameco stands poised to benefit.
It is unclear how the US government’s policies toward nuclear energy might change with a new administration, but Cameco’s large reserves and significant production capacity should ensure it remains competitive regardless. The company also has strategic investments including a 49% stake in nuclear plant technology company Westinghouse, giving it a clear path to help streamline operations and increase revenue potential.
Analysts are bullish on Cameco, with all seven analyst ratings for the company listed as Buy and ~35% upside potential as of January 16, 2025.
Cameco (CCJ) price chart for Friday, January 17, 2025
Nano-nuclear energy: the promise, with a focus on micro-reactors
Nanonuclear energy today
Nano nuclear energy
- 52 week range
- $3.25
▼
$37.51
- Price target
- $58.00
Nano Nuclear Energy Company NASDAQ:NNE It is a small nuclear start-up company that was founded only three years ago. It has a market capitalization of about $857 million, which is much smaller than many other players in this space. It is a pre-revenue company, a riskier bet than an established nuclear company like Vistra. New York Stock Exchange: FST.
However, NANO’s developments in microreactors, mentioned above, may warrant a closer look for investors with a higher risk tolerance. Furthermore, NANO is strengthening its position in this sub-industry, having in mid-January completed the purchase of undisclosed assets related to Ultra Safe Nuclear Corp’s modular nuclear reactor business. Two analysts have rated NANO a Buy and assigned it a consensus price target of $1.58.00, roughly 148% above current levels as of January 16.
Cameco (CCJ) price chart for Friday, January 17, 2025
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