Nuclear Energy Stocks

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>>> U.S. Strikes $80 Billion Nuclear Deal With Brookfield, Cameco



Guru Focus

by Moz Farooque

October 28, 2025


https://finance.yahoo.com/news/u-strikes-80-billion-nuclear-183023260.html


The U.S. government has inked a massive $80 billion nuclear energy deal with Brookfield Asset Management (BAM) and Cameco (CCJ), partners in the Westinghouse Electric venture. The agreement marks one of the largest nuclear investments in U.S. history and a major step toward revitalizing the country's long-stalled nuclear industry.

According to the Commerce Department, the deal will provide financing and regulatory support for at least $80B worth of new nuclear power from Westinghouse which is owned 51% by Brookfield and 49% by Cameco. Both stocks surged on the news, with Cameco jumping more than 22%.

Analysts say the government's move could finally unlock progress on new nuclear projects after decades of limited activity. Only three reactors have been built in the U.S. this century, largely due to cost and regulatory hurdles. JPMorgan estimates the funding could finance up to eight large-scale reactors nationwide, each generating long-term revenue from fuel and maintenance contracts.

Under the deal, the government will receive 20% of any cash distributions above $17.5B once the full $80B investment is reached. The approach contrasts with other countries, where governments typically take direct ownership, as seen in China's state-led nuclear expansion.

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