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Goldman Adds SMRs to Nuclear Model, Sees 17% Upside in Uranium Demand
Goldman’s latest edition of Nuclear Nuggets: Global Reactor Tracker reinforces that the buildout of the cleanest and most reliable form of so-called “green” energy, nuclear power, continues to gain momentum.
AI Summary
Goldman Sachs has updated its Nuclear Nuggets model to include small modular reactors (SMRs) alongside large‑scale plants, reflecting accelerating construction of both reactor types. The revision notes that the expansion of nuclear power is increasing momentum as a clean, reliable energy source. However, the model also flags a rising risk of a significant uranium supply shortfall as reactor buildouts speed up. This assessment was published in the firm’s May 2026 Global Reactor Tracker.
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