Maros Szentkereszti @Marosoo: "ᴇᴜʀᴏᴘᴇ ᴍᴀʏ ʙᴇ Qᴜɪᴇᴛʟʏ ꜱʜɪꜰᴛɪɴɢ..."

Slovakia

ᴇᴜʀᴏᴘᴇ ᴍᴀʏ ʙᴇ Qᴜɪᴇᴛʟʏ ꜱʜɪꜰᴛɪɴɢ ɪᴛꜱ ᴇɴᴇʀɢʏ ꜱᴛʀᴀᴛᴇɢʏ The EU is now promoting Small Modular Reactors (SMRs) as part of its future energy mix. These smaller nuclear reactors (typically under 300 MW) are designed to be factory-built and deployed faster than traditional nuclear plants. 𝐖𝐡𝐲 𝐭𝐡𝐞 𝐫𝐞𝐧𝐞𝐰𝐞𝐝 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭? • Energy security after the gas and oil crisis • Energy bullying protection • Rapid growth in electricity demand (AI, electrification, industry) • The need for stable baseload power alongside renewables The SMR market is still small today (around $4B globally), but projections suggest it could exceed $20B by 2035 if deployment accelerates. For investors, the opportunity may not only lie with reactor developers but with the entire nuclear supply chain. 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐰𝐢𝐭𝐡 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 𝐞𝐱𝐩𝐨𝐬𝐮𝐫𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞: ⚛️ Utilities / developers $EDF – developing the NUWARD SMR project $CEZ – exploring SMR deployment in Czechia $RR.L (Rolls-Royce) – Rolls-Royce SMR development ⚛️ Industrial & engineering supply chain $ENR (Energizer Holdings Inc) – Siemens Energy (turbines and grid technology) $SU.PA (Schneider Electric SE) – Schneider Electric (electrical infrastructure) ⚛️ Uranium suppliers $CCJ (Cameco Corp) – Cameco $KAP.L (Nac Kazatomprom Jsc-Gdr Regs) – Kazatomprom If SMRs scale over the next decade, nuclear could become an important complement to renewables in Europe’s energy transition. Still early but definitely a sector worth watching. But... Will SMRs actually scale in Europe?