RE: Countdown T-28 Days SMR awards15 May 2025 13:11
The future is Nuclear
Rolls-Royce is also investing in the nuclear energy markets, which could be a big winner for the firm in the long term. It’s doing this through the use of SMR technology. This changes the approach of nuclear energy from a large, complex infrastructure project into a factory-built, commoditized product. There are significant benefits to SMRs. Most notably, they’re a lot quicker to produce than traditional nuclear energy power plants, there’s less capital investment required, there’s more flexibility with sitting, and they are cleaner for the environment. Fundamentally, what’s most important for investors is the size of this market. This market is fairly new, but because of its many benefits, it’s expected to supply 2% of the world's electricity by 2043, valuing the opportunity at $295bn.