Constellation Energy's venture arm has made its first equity investment in Blue Energy, a U.S. developer of advanced small modular reactors (SMRs). This move supports Blue Energy's efforts to scale nuclear power projects using a gas-to-nuclear model in partnership with GE Vernova, accelerating clean energy deployment. The investment aligns with Constellation's plans to commercialize SMRs like the BWRX-300 and meet rising national power demands. Investors can access exposure to these companies through the Range Nuclear Renaissance ETF (NUKZ).
The U.S. Department of Energy has officially established the Nuclear Fuel Cycle Consortium under the Defense Production Act, enabling coordinated industry efforts across the entire nuclear fuel supply chain. This consortium includes miners, enrichers...
Constellation Energy (CEG) controls over half of the US merchant nuclear pool, giving it the largest deliverable carbon-free inventory. Its investment appeal is based on structural scarcity, as the uncontracted nuclear supply is smaller than the grow...
