NYSE:CCJ 12 October 2025 - 29 October 2025

After decades of stagnation, nuclear power is enjoying a dramatic comeback. In 2024–2025, dozens of governments have either restarted plants or greenlit new ones to meet climate and energy-security goals. The U.S. Congress funneled record funding into nuclear R&D and fuel as part of a clean-energy spending billenergy.govenergy.gov. Likewise, Congress passed bipartisan laws to speed up licensing of new reactor designsnrc.gov. Globally, countries from France and the UK to China, India, and even some historically anti-nuclear nations are planning reactor projectsnei.orgnei.org. Industry executives credit this shift to both decarbonization and energy securityworld-nuclear-news.orgworld-nuclear-news.org. Uranium markets reflect the revival. Spot prices recently climbed into the mid-$70s per pound, and industry analysts now forecast further gains. A Forbes analysis notes that “revived interest in nuclear power as a source of clean energy is providing the demand” while supply has tightenedans.org. Wall Street firms see uranium reaching $80–$100 soonans.org. In short, baseload nuclear looks poised for a strong multi-year run, and investors are hunting ways to play it.