Goldman Adds SMRs to Nuclear Model, Sees 17% Upside in Uranium Demand ...Middle East

Goldman’s latest edition of Nuclear Nuggets: Global Reactor Tracker reinforces that the buildout of the cleanest and most reliable form of so-called “green” energy, nuclear power, continues to gain momentum. The theme we first laid out in December 2020 continues to broaden, with buildouts accelerating across both large-scale and small modular reactors, even as the growing risk of a massive uranium supply deficit emerges. Focusing on the latest North American reactor progress and announcements: 4/16/2026 – Canada –…

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