Nuclear Power: Understanding A Changing Frontier Of Opportunity And Risk

Summary

• Calamos Sustainable Equities Team’s proprietary research approach seeks to reduce risk exposure and find investment opportunities via a three-step sustainable research process that recognizes two main drivers: improving human lives and reducing ecological overshoot.
• The energy sector is in a period of rapid transition. Global demand is growing, and at the same time, countries worldwide are seeking to address climate crises through reduced reliance on fossil fuels.
• The increased use of nuclear power could provide a powerful tool in addressing these challenges, provided that the proper guardrails are implemented to address current risks.
• Although we do not invest in companies exclusively involved in nuclear power generation, we have found opportunities to invest in innovative companies making nuclear power safer and more environmentally friendly. We believe these opportunities will grow over time.

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By Beth Williamson & Valia Tsoukopoulou

Skyrocketing global energy consumption intensifies demand for low-carbon solutions

Demand for energy is growing in many countries as people get richer and populations increase. Globally, primary energy consumption¹