{"id":454501,"date":"2022-10-31T10:15:02","date_gmt":"2022-10-31T14:15:02","guid":{"rendered":"https:\/\/www.investmentexecutive.com\/?p=454501"},"modified":"2022-11-24T14:39:57","modified_gmt":"2022-11-24T19:39:57","slug":"the-investment-case-for-nuclear-power","status":"publish","type":"post","link":"https:\/\/www.investmentexecutive.com\/news\/research-and-markets\/the-investment-case-for-nuclear-power\/","title":{"rendered":"The investment case for nuclear power"},"content":{"rendered":"

Following almost a decade of bearish sentiment, nuclear is making a comeback.<\/span><\/p>\n

\u201cThe road of nuclear energy has been a very bumpy one,\u201d said Nick Piquard, portfolio manager and options strategist with Horizons ETFs Management (Canada) Inc., speaking at the ETFinsight Conference on Thursday.<\/span><\/p>\n

For the past decade, there’s been anti-nuclear sentiment following the Fukushima meltdown in Japan. However, Russia’s invasion of Ukraine sparked an energy crisis and<\/span> brought near-term policies with nuclear power as a clean fuel source back in favour.<\/span><\/p>\n

For investors, this presents a number of opportunities, Piquard said.\u00a0<\/span><\/p>\n

Uranium stocks are finally emerging from a bear market that lasted several years. As countries around the world rethink their energy policies, \u201cnuclear energy is going to have to be a part of the equation,\u201d Piquard said. <\/span><\/p>\n

Greater consumption of nuclear power will drive demand for uranium higher, and Piquard said investors should look to uranium producers for opportunities: <\/span>\u201cOverall, there are a lot of positives in the sector.\u201d<\/span><\/p>\n

However, for investors interested in sustainability, the question remains: Does nuclear belong in a fund that incorporates ESG?<\/span><\/p>\n

Jeremy Lin, portfolio manager at Purpose Investments, said he doesn\u2019t think ESG investors have fully appreciated how far the technology has come. From a safety standpoint, he said there is still a disconnect in the way investors view nuclear power.\u00a0<\/span><\/p>\n

\u201cI always blame The Simpsons<\/em> for showing that radiative gooey green in every episode,\u201d he said.\u00a0<\/span><\/p>\n

Advanced technology is being developed to make nuclear energy more scalable, easier to build and easier to deploy, Lin said. He argues that nuclear power should be an integral part of global energy solutions, \u201cespecially if you are in a country without natural resources\u201d such as Japan and Germany, which had halted nuclear production.\u00a0\u00a0<\/span><\/p>\n

Lin said he thinks the general population underestimates just how much fossil fuel is used on a daily basis. There isn\u2019t enough oil to go around, he said, and renewables aren\u2019t making up the difference.\u00a0<\/span><\/p>\n

The Russia-Ukraine conflict accentuated that fact. \u201cPeople now have this appreciation that we can\u2019t transition overnight,\u201d Lin said.\u00a0<\/span><\/p>\n

Hydroelectricity, wind, solar and geothermal alone won\u2019t get the economy to net-zero; nuclear can step in to meet base energy demand immediately, he said. <\/span><\/p>\n

\u201cIt\u2019s only a matter of time, globally, until we recognize that this has to be a part of the solution,\u201d he said.\u00a0<\/span>\u201cWe are definitely very excited about the space.\u201d<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

As countries rethink their energy policies, nuclear energy is back in the conversation<\/p>\n","protected":false},"author":173895,"featured_media":394720,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[2313,2312],"tags":[2801,2756],"yst_prominent_words":[8610,106379,28051,24502,21822,16534,13656,13154,11500,10428,8812,2235,7460,6781,6754,5029,5024,4996],"acf":[],"_links":{"self":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts\/454501"}],"collection":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/users\/173895"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/comments?post=454501"}],"version-history":[{"count":4,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts\/454501\/revisions"}],"predecessor-version":[{"id":454596,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts\/454501\/revisions\/454596"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/media\/394720"}],"wp:attachment":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/media?parent=454501"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/categories?post=454501"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/tags?post=454501"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/yst_prominent_words?post=454501"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}