New U.S. nuclear power boom begins with old, still-unsolved problem: What to do with radioactive waste

Impact · against what's priced in

The announcement of an $80 billion deal for nuclear plant construction and federal mandates to quadruple output provide strong catalysts for BAM and CCO, while OKLO's investment in waste reprocessing addresses a critical industry bottleneck. While historical cost overruns and the lack of a permanent waste repository remain systemic risks, the immediate capital infusion and policy tailwinds outweigh these long-term uncertainties.

BAM+0.80

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