Oil above $100 and warnings from the IMF about stubbornly high energy costs put one thing in sharp focus: reliable, round-the-clock low-carbon power is becoming a critical input for everything from AI data centers to heavy industry. Investors are not just looking at fuels; they are looking at the long-term infrastructure behind them. This article highlights three stocks tied to that structural power build-out. The three stocks in this Nuclear Renaissance article are just a sample, with the full screen surfacing 13 more companies with equally compelling infrastructure stories tied to long-term power demand from AI and decarbonisation.
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