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Wire · operational-macro

Ticker: Nuke power on the upswing; Helium designated critical material

Published

25 October 2026

Topic

operational-macro

◆ Sectors

Climate Tech

◆ Geography

United States

◆ Source

Read at bostonherald.com →

◆ Verified

Fusion42 · 25 October 2026 · Fusion42 review

The International Atomic Energy Agency projects nuclear power use could more than triple by 2060, driven by demand from electrification, AI data centres, and technology companies seeking reliable, carbon-free energy. The U.S. has designated helium as a critical material essential for semiconductor manufacturing, promising more federal support and closer supply monitoring due to risks of global disruption.

This Wire brief sits within Fusion42's coverage of Climate Tech, and 4 sources have reported it between 23 Oct 2026 and 25 Oct 2026.

◆ ◆ The Wire takeaway

You must prepare for a surge in nuclear energy projects as governments ramp up carbon-free power capacity. Helium supply risks mean semiconductor makers could face tighter material availability, pushing you to secure supply chains now.

◆ Coverage

4 sources · first reported 23 Oct 2026 · latest 25 Oct 2026

◆ Related on Wire

◆ Topics

Climate Technuclear-powerheliumcritical-materialsemiconductorsenergy-security