Nelson表示：“很明显的是，这些公司的高管们对能源问题有点措手不及防，他们正争先恐后地了解能源。”Nelson指出“核能是一种特殊的能源形式”，但他对2025年的基础设施发展仍持乐观态度，称事态正朝着“正确的方向发展”。Nuclear Power became the focus of market attention in 2024.
According to Zhitong Caijing APP, Nuclear Power became the focus of market attention in 2024. Mark Nelson, managing director of Radiant Energy Group, stated that although interest in nuclear power from Technology companies increased in 2023, in 2024, "it's as if the whole world has discovered Nuclear Power."
He explained that the intersection of AI and Energy demand made people realize that "Technology companies do not have realistic Energy growth strategies," which has created opportunities for Nuclear Power. However, he warned that despite many "commitments" made by major companies this year, 2025 would be a year of 'show me the results.'
Nelson stated, "It is clear that the executives of these companies are somewhat caught off guard by Energy issues, and they are rushing to understand Energy." Nelson pointed out that "nuclear energy is a special form of Energy," but he remains optimistic about the infrastructure development in 2025, stating that things are moving in the "right direction."
Nelson also commented on the nomination of Chris Wright by US president-elect Donald Trump for the position of Energy Secretary, saying, "All I hear is good news."
Since the beginning of this year, US Nuclear Power stocks have surged strongly, with NANO Nuclear Energy (NNE.US) skyrocketing by 600%, NuScale Power (SMR.US) rising over 500%, Vistra Energy (VST.US) and Talen Energy (TLN.US) rising over 200%, and Graham (GHM.US) and Oklo Inc (OKLO.US) rising over 100%.
