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24.09.26 - 21:42
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Wall Street′s Nuclear Bull Case Requires Reactors To Actually Get Built (ZeroHedge)
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Wall Street's Nuclear Bull Case Requires Reactors To Actually Get Built
Wall Street is largely on board with the nuclear bull case. But investor patience is thinning with an industry that is enjoying both political support and demand from deep-pocketed customers, yet still struggles to this day to get any projects actually started.
We noted a similar sentiment with Barclay's nuclear outlook, as investors increasingly want evidence of real delivery.
New research from Jefferies and Bank of America echo similar verbiage (Professional subscribers can read the full notes here at our marketdesk.ai portal).
Jefferies' Laurence Alexander projects global nuclear capacity reaching 1,903 GW by 2100, (almost 5x from 2025 baseline). Their forecast also has solar capacity expanding roughly 22x, geothermal 18x, and wind 12x.
Jefferies frames the rising electricity consumption as leaving room for generation expansion growth across all four low-carbon sources, instead of one just taking over.
Most of the co...
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24.09.26 - 17:06
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ROUNDUP/Aktien New York: Weiter auf Talfahrt (DPA-AFX)
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NEW YORK (dpa-AFX) - Die US-Aktienmärkte haben am Donnerstag an ihre Vortagesverluste angeknüpft. Der Dow Jones Industrial sank um 0,5 Prozent auf 51.260 Punkte. Der marktbreite S&P 500 büßte ......
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24.09.26 - 16:21
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Aktien New York: Weiter auf Talfahrt (DPA-AFX)
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NEW YORK (dpa-AFX) - Die US-Aktienmärkte haben am Donnerstag an ihre Vortagesverluste angeknüpft. Der Dow Jones Industrial sank im frühen Handel um 0,2 Prozent auf 51.409 Punkte. Der marktbreite S&P ......
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