Sentiment for nuclear energy appears to be on the rise in the United States, according to a report by UBS Asset Management, “Nuclear and the energy transition: AI, small modular reactors and lessons learned from the lost decades,” which was published in the September issue of Institutional Investing in Infrastructure. The supporting infrastructure is more essential to the success and safety of nuclear energy than perhaps any other type of energy.
Author Alex Leung, head of infrastructure research and strategy, UBS Asset Management, Real Estate & Private Markets, explores the nuances involved in the discussion, including safety, public opinion and cost. “For the nuclear renaissance to become a reality, it must be worth the effort for all stakeholders across the entire value chain, not just for the nuclear power plants,” says Leung. “This means a new ecosystem will need to be scaled up almost from scratch. It will take time and effort, but we believe th