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This Unstoppable Trend Could Mint the Industrial Sector's Next Big Winners

Published

2 September 2026

Topic

opportunities

Sectors

Industrial

Geography

United States

Source

Read at theglobeandmail.com

Verified

Fusion42 · 2 September 2026 · Fusion42 review

Data centers in the U.S. could increase their electricity use from 5% to 20% by 2035, driving demand for reliable, low-carbon energy sources like nuclear power. The U.S. and countries worldwide plan major nuclear capacity expansions by 2050, creating opportunities for uranium miners, advanced nuclear reactor developers, and companies building small modular reactors (SMRs).

This Wire brief sits within Fusion42's coverage of Industrial.

◆ The Wire takeaway

You must prepare for a surge in energy demand from data centres that fuels growth in advanced nuclear solutions. Nuclear fuel suppliers and SMR developers are poised to outgrow their traditional markets and create new industrial opportunities.

Coverage

1 source · 2 Sep 2026

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Topics

Industrialnuclear-energydata-centersenergy-demandsmall-modular-reactorsuranium-mining