Nuclear Power: Strategic Intelligence

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Nuclear power is re-emerging as a critical pillar of the global energy transition, driven by the twin demands of deep decarbonization and dependable baseload electricity. As energy systems evolve, nuclear energy is increasingly being reassessed for its ability to deliver long-term reliability, grid stability, and low-carbon power at scale.

Advances in reactor technology, particularly small modular reactors (SMRs), alongside modular construction approaches, are revitalizing global interest in nuclear power. These innovations are reshaping deployment models, timelines, and investment attractiveness across mature and emerging markets.

Investment momentum in nuclear power is accelerating as governments, utilities, and private investors reposition the technology within broader decarbonization, energy security, and reliability strategies. According to GlobalData forecasts, new investment in nuclear power reached $27.9 billion in 2024 and is projected to rise to $41.8 billion by 2030, growing at a CAGR of 8% between 2025 and 2030.

SMR deployment is expected to gain further traction in the coming years as countries diversify energy portfolios, decarbonize electricity generation, and strengthen long-term energy security.

Scope

  • This report examines nuclear power as a strategic theme within the global power sector.
  • It delivers an industry-level analysis of nuclear power, including market size and growth forecasts.
  • The report assesses the recent acceleration in nuclear power investments and the drivers behind renewed capital inflows.
  • It analyzes how small modular reactors are disrupting traditional nuclear power models and reshaping the industry landscape.
  • The report covers patent activity and deal trends across the nuclear power ecosystem.
  • It includes an overview of M&A activity linked to the nuclear power theme, along with a timeline highlighting key milestones in the sector’s evolution.
  • The report evaluates nuclear power trends across technology, macroeconomic, and regulatory dimensions.
  • It also provides insight into the competitive positioning of power utility companies adopting nuclear power solutions.

How industry leaders are using this report

Industry leaders use this report to:

  • Benchmark their nuclear power strategies against peers and emerging competitors.
  • Identify where SMRs and advanced reactor designs fit into future generation portfolios.
  • Support investment decisions with a clear view of market momentum, deal activity, and technology trends.
  • Inform long-term capacity planning and capital allocation discussions.
  • Strengthen board-level conversations around energy security, reliability, and decarbonization trade-offs.
  • Align corporate strategy with regulatory, technological, and macroeconomic trends shaping nuclear power adoption.

Reasons to Buy

This report provides:

  • A comprehensive industry analysis of the expanding nuclear energy market within the global power sector.
  • Clear insights into leading nuclear power players and their positioning across the value chain.
  • An overview of leaders and challengers shaping the nuclear power value chain.
  • A technology briefing covering nuclear fission, reactor types, the nuclear fuel cycle, and waste management.
  • A detailed breakdown of the nuclear power value chain and its strategic implications.
  • Company profiles of key adopters of nuclear energy within the power sector.
  • An overview of nuclear reactor developers active across different reactor technologies.
  • A power sector scorecard that assesses and predicts the positioning of leading power companies within the nuclear power theme.

Who should buy this report

This report is essential for decision-makers and stakeholders across the energy ecosystem who need a clear, strategic view of how nuclear power is evolving as a global energy theme:

  • Energy & Utility Companies
  • Government Agencies & Regulators
  • Investors & Financial Institutions
  • Nuclear Technology Developers & OEMs
  • Consultants & Strategic Advisors
  • Environmental & Climate Strategy Teams
  • Infrastructure & Engineering Firms
  • Academia & Research Institutions

China Huaneng Group
Duke Energy
EDF
Fortum
Eskom
Korea Electric Power Corporation
Rosatom
Tennessee Valley Authority
Vattenfall
China National Nuclear Corporation
Framatome
GE-Hitachi Nuclear Energy
Nuscale Power Corp
Rolls-Royce
Westinghouse Electric Company

Table of Contents

Table of Contents

1. Executive Summary

2. Players

3. Technology Briefing

4. Trends

5. Industry Analysis

6. Signals

7. Value Chain

8. Companies

9. Sector Scorecards

10. Glossary

11. Further Reading

12. Our Thematic Research Methodology

13. About GlobalData

Contact Us

Nuclear Power: Strategic Intelligence thematic reports
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$995

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$1,995

Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company


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