What nuclear due diligence actually requires
Nuclear M&A has entered a new phase of activity. Indeed, the value of mergers and acquisitions involving the global nuclear industry in the first half of 2026 doubled to $7 billion compared with a year earlier. The European, Middle East and Africa region saw an aggregate increase in deal values from USD1.2 billion in the […]
Nuclear financing in the new era
Something structural has changed in nuclear energy finance. Between 2020 and 2025, capital flows to nuclear power grew by 50 percent. They were on course to reach approximately $75 billion in 2025 alone, compared to a 2017–2023 annual average of around $50 billion and surpassed $80 billion by the end of 2025. On June 11, […]
What nuclear procurement and project delivery can learn from aerospace
The conventional explanation for nuclear power’s cost and schedule failures runs roughly as follows: nuclear is uniquely complex, burdened by regulation, politically contested in some regions, and too capital-intensive for private markets to bear. The implication is that the solution lies in regulatory simplification, public financing, and political wi
The SMR commercial model problem
The nuclear industry has spent the past decade focused on technology. Reactor designs, safety systems, fuel types, modular construction methods, passive cooling architectures, the engineering conversation around Small Modular Reactors has become increasingly sophisticated and increasingly crowded. While over 80 SMR designs and concepts are currently under de
Nuclear energy and the industrial decarbonization imperative
Every credible net-zero pathway agrees on one thing: electricity must decarbonize. Wind, solar, and storage dominate the public conversation around the energy transition. They attract the majority of political attention, investment flows, and infrastructure planning. They are necessary. They are not sufficient. Because electricity is only part of the challen
Why nuclear desalination is the GCC’s most overlooked strategic asset
The global energy transition commands enormous attention, from boardrooms and parliaments to investment committees and international summits. Water security receives considerably less. That asymmetry is becoming difficult to justify. Water stress already affects large parts of the Middle East, North Africa, South Asia, and southern Europe. According to the W
Nuclear in a multi-technology energy system
For decades, nuclear energy has been assessed in isolation.The central question was whether to build it, with alternatives evaluated on cost, safety, and delivery. That framing is becoming increasingly outdated. As energy systems decarbonise, the challenge is no longer to choose between technologies. It is to make them work together. Nuclear now operates alo
The new geography of nuclear: energy security, supply chains and strategic autonomy
For most of its history, nuclear energy has been discussed through three familiar lenses: technology, safety, and financing. Reactor design, regulatory oversight, and project economics dominated conversations. That framework is no longer sufficient. What is increasingly reshaping nuclear today is geography, where critical materials originate, who controls ke
Why the next wave of electricity demand is a strategic issue for the nuclear industry
Electricity demand is entering a new phase. Not a gradual increase, not a cyclical rebound, but a structural shift driven by the rapid expansion of data centres and artificial intelligence workloads. For the nuclear industry, this evolution is not peripheral. It goes to the heart of how future capacity is planned, financed, regulated and integrated […
Why nuclear strategy decisions made today will define the next 20 years
In nuclear energy, timing is not a side consideration. It is the backbone of the deployment strategy. Decisions made today regarding technologies, industrial partnerships, supply chains, workforce development, and delivery models will shape energy systems well into the 2040s and beyond. Nuclear assets are designed today to operate for at least 60 years. Once