Nuclear Energy Stocks

[gfp927z]

6of1, Yes, the nuclear sector got a big boost from the recent Trump executive orders. The huge demand for mega gobs of continuous power for AI and data centers makes nuclear the obvious solution. New nuclear plants are already being built in large numbers around the world, so the US is playing catch up.

With nuclear stocks though, one thing I worry about is that somewhere in the world a nuclear power plant will be blown up by a missile / drone, and that will throw a major wrench into the sector. An exploded nuclear plant would make a sizable part of that country uninhabitable for centuries. Once the extreme vulnerability of these plants to attack is realized, many countries would reverse course on nuclear.

One conservative stock in the sector is BWX Technologies (BWXT). In addition to the US navy's nuclear ships and submarines, BWXT has commercial operations, so it is well diversified -


>>> BWX Technologies, Inc. (BWXT) manufactures and sells nuclear components in the United States, Canada, and internationally. It operates through two segments, Government Operations and Commercial Operations. The company manufactures precision naval nuclear components, reactors, and nuclear fuel; close-tolerance and high-quality equipment for nuclear applications; critical nuclear components, fuels and assemblies for government and limited other uses; down blend government stockpiles of uranium; and fabricate fuel-bearing precision components. It also supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers; research reactor fuel elements for colleges, universities, and national laboratories; and components for defense applications. In addition, the company manufactures commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems; and containers for the storage of nuclear fuel and other high-level nuclear waste. Further, it supplies nuclear fuel, fuel handling systems, tooling delivery systems, nuclear-grade materials and precisely machined components; and manufactures medical radioisotopes, radiopharmaceuticals, and medical devices. Additionally, it provides specialized engineering services that include structural component design, 3-D thermal-hydraulic engineering analysis, weld and robotic process development, electrical and controls engineering and metallurgy and materials engineering; in-plant inspection, maintenance and modification services; and non-destructive examination and tooling/repair solutions. It also offers nuclear power plant lifecycle support services. The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015. BWX Technologies, Inc. was founded in 1867 and is headquartered in Lynchburg, Virginia.

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https://finance.yahoo.com/quote/BWXT/profile/


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