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U.S. Nuclear Output Forecast to Surge 27% After 2035
Market Intelligence Analysis
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Why This Matters
A new analysis predicts a 27% increase in U.S. nuclear output between 2035 and 2060, driven by the growing demand for electricity from AI and cloud computing. This potential resurgence in the nuclear sector may stabilize its contribution to total electricity generation at around 20% by 2040.
Market Impact
Market impact analysis based on bullish sentiment with 85% confidence.
Sentiment
Bullish
AI Confidence
85%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
U.S. nuclear generation is projected to rise by 27% between 2035 and 2060, according to new analysis from Wood Mackenzie, as the rapid build-out of artificial-intelligence and cloud-computing infrastructure reshapes national electricity demand. The findings, cited by Reuters, suggest that a long-stagnant sector could enter a second expansion phase once legacy plants are extended and modular technologies reach commercial scale. The firm said U.S. nuclear power’s share of total electricity generation could stabilize near 20% through 2040 before…
Original article published by
OilPrice.com
on October 29, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.