If I were going to buy into the nuclear story....which is a very long term story...I would be looking at the companies that are involved with the engineering and design issues that will be necessary to clear to get approvals from the States and the NRC. I would also look to those companies supplying the reactors.
I don't get this article, Duke owns nukes, so does PGN (which I believe just got state approval to build two more reactors in Florida)...I think the author needs to recognize that ETR, EXC and NRG have merchant generation, not just nukes.
New Enthusiasm for Nuclear Power [View article]
New Enthusiasm for Nuclear Power [View article]