Insight
Nuclear: 5 things to look for in 2026
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
This report examines five key themes to watch in the nuclear space in 2026, ranging from lifetime expansions and plant restarts to SMR pipeline materialisation, enrichment capacity expansion, policy support frameworks, and fusion investment opportunities.
Table of contents
- 1. Conventional nuclear: AI will drive more lifetime expansion and plant restarts
- 2. SMR: moving past announcements into concrete FID
- 3. Policy support: licensing reform in the US will address critical hurdles for new projects
-
4. Supply chain: US enrichment capacity to expand but not match demand
- US enrichment demand vs operational capacity, million SWU
-
5. Nuclear fusion: investments set to exceed US$12.3 billion
- Investments in nuclear fusion until 2025 and 2026 projection, US$ million
Tables and charts
This report includes the following images and tables:
What's included
This report contains:
Other reports you may be interested in
Insight
Rare earths: 5 things to look for in 2026
How will China's supply dominance and the global drive for alternatives shape the rare earth market in 2026?
$1,050
Insight
Zinc: 5 things to look for in 2026
2026 looks set to be a dramatic and volatile year. We review some zinc specific issues to look out for:
$1,050
Insight
Lead: 5 things to look for in 2026
2026 will be a volatile year for silver impacting lead mine revenues and smelter treatment charges. We review some lead specific issues.
$1,050
