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Nuclear Power: Understanding a Changing Frontier of Opportunity and Risk
September 11, 2024
With the growing pressure to meet climate goals, the global surge in energy consumption, and new nuclear technological advancements, there is renewed interest in nuclear energy as a means to overcome the energy deficit.
Identifying and investing in safer and greener nuclear energy innovations. Although the Calamos Sustainable Equities Team does not invest in companies exclusively involved in nuclear power generation, the team has found opportunities to invest in innovative companies making nuclear power safer and more environmentally friendly. We believe these opportunities will grow over time.
Although traditional nuclear technologies pose significant financial, safety, and environmental risks, a growing array of innovations offer the potential to mitigate these risks and make nuclear power a more viable and palatable alternative to fossil fuels.
Around the world, companies are creating long-term shareholder value by mitigating key risks with “new” nuclear strategies, which we explore in our new white paper, “Nuclear Power: Understanding a Changing Frontier of Opportunity and Risk.” Specifically, the paper highlights how …
- Skyrocketing global energy consumption has intensified the demand for low-carbon solutions.
- Nuclear power could provide a powerful tool to address this challenge, provided the proper guardrails are in place to prevent current risks.
- Nuclear power has been on the decline because of the risks and costs associated with traditional technologies.
- “New” nuclear innovations are overcoming many of the past risks, costs, and hurdles.
- While our team maintains our long-established avoidance of companies exclusively involved in nuclear power generation, we are finding opportunities to invest in innovative companies that make nuclear power safer and more environmentally friendly. We believe these opportunities will grow over time.
Click to download the white paper.
Environmental, social and governance (ESG) is based on the premise of investing in companies that have good environmental records, are ethically run and have a positive social impact.
Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.
Calamos Advisors LLC
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