Cathie Wood's Ark Invest Says Nuclear Energy Could Overtake Solar As Cheapest Power Source: Here's A List Of Nuclear Energy Linked ETFs To Consider
Nuclear Energy's Cost Competitiveness: Ark Invest's research suggests that nuclear energy could become the lowest-cost electricity source, potentially outpacing solar energy when considering utilization rates, as nuclear plants operate at over 80% capacity compared to solar's low 20%.
Challenges for Solar Deployment: Despite declining costs, solar energy faces significant logistical challenges, including extensive land requirements and complex real estate negotiations, which may hinder large-scale deployment and highlight the importance of alternative energy sources like nuclear.
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Lightbridge Corporation to Announce FY 2025 Financial Results
- Earnings Announcement Schedule: Lightbridge Corporation is set to release its financial results for fiscal year 2025 on February 25, 2026, after market close, which is expected to positively influence investor confidence, particularly in the context of ongoing advancements in nuclear technology.
- Conference Call Details: The company will host a conference call on February 26, 2026, at 4:00 p.m. ET, led by CEO Seth Grae, with other executives available for Q&A, aiming to enhance investor engagement and transparency.
- Technology Development Progress: Lightbridge is developing Lightbridge Fuel™, a next-generation nuclear fuel technology designed to improve safety and economics for existing reactors while enabling load-following capabilities for small modular reactors, aligning with zero-carbon grid requirements.
- Strategic Partnership Agreements: The company has entered into long-term framework agreements with Battelle Energy Alliance, receiving support from the U.S. Department of Energy, which underscores its leadership in nuclear R&D and aids in advancing the market application of its fuel technology.
Trump Administration Seeks State Support for Nuclear Waste Storage, Aiming for 400 GW Nuclear Capacity by 2050
- Nuclear Expansion Goals: The Trump administration plans to seek input from states this week to incentivize nuclear reactor construction, aiming to increase U.S. nuclear power capacity to 400 GW by 2050 to meet rising electricity demand.
- Waste Storage Challenges: Overcoming local opposition to nuclear waste storage is deemed critical for achieving nuclear expansion goals, as radioactive waste is currently stored onsite at nuclear plants, posing safety and environmental risks.
- Historical Context: A previous plan to designate Yucca Mountain in Nevada as a single repository for U.S. nuclear waste was halted by the Obama administration due to local opposition, highlighting the importance of local support.
- Market Reaction: Trump's remarks at the World Economic Forum emphasized the safety and affordability of nuclear power, leading to a rise in nuclear-related stocks such as Cameco and Denison Mines, reflecting positive market expectations for nuclear policy.
Trump Positions Nuclear Energy as Key to US Manufacturing Growth
- Nuclear Sector Rally: Following Trump's address at the World Economic Forum framing nuclear energy as a safe and efficient solution, nuclear stocks surged, indicating strong market confidence in the sector.
- Policy Initiatives: The executive orders mentioned by Trump aim to streamline nuclear reactor licensing and fast-track small modular reactors (SMRs), which are expected to further solidify the U.S. position as an energy superpower.
- Investor Enthusiasm: Stocks of companies like Oklo, Nano Nuclear Energy, and NuScale Power spiked in response to Trump's support for nuclear power, reflecting investor optimism in the nuclear industry.
- Economic Confidence: Trump asserted that the U.S. is the economic engine of the world, with all three major indexes rising, including a 0.32% increase in the S&P 500, showcasing market confidence in the recovery of the American economy.
Lightbridge Corporation to Participate in Multiple Investor Conferences
- Investor Conference Schedule: Lightbridge Corporation's management team will participate in the 28th Annual Needham Growth Conference on January 14, 2026, in New York City, where CEO Seth Grae will present at 4:30 PM, likely drawing investor interest in its nuclear fuel technology advancements.
- Global Cleantech Gala: On January 19, Seth Grae will deliver a presentation titled “The Need for Nuclear” at the Global Cleantech Investor Gala in Davos, Switzerland, aiming to enhance public awareness of nuclear energy's critical role in the clean energy transition.
- Nuclear Financing Summit Participation: Lightbridge will engage in discussions at the Nuclear Financing Summit on January 28, focusing on technology, supply, and recycling opportunities in the new nuclear fuel cycle, further solidifying its leadership in the nuclear energy sector.
- International Nuclear Congress: At the 3rd World Nuclear SMR & Advanced Reactor Congress on February 10-11, 2026, Seth Grae will present on advanced fuels for existing reactors and new SMRs, showcasing the company's innovative capabilities in nuclear fuel technology.
Lightbridge Begins Irradiation Testing of Enriched Uranium-Zirconium Alloy Samples at Idaho National Laboratory's Advanced Test Reactor
Irradiation Testing Initiated: Lightbridge Corporation has commenced irradiation testing of its enriched uranium-zirconium alloy fuel samples at the Advanced Test Reactor (ATR) in Idaho, marking a significant advancement in its fuel development program.
Data Generation for Fuel Qualification: The testing campaign aims to gather critical data on the fuel alloy's performance, including microstructural evolution and thermal conductivity, which are essential for the qualification and licensing of Lightbridge Fuel™ for commercial use.
Progress from Manufacturing to Testing: This milestone follows the successful fabrication and loading of fuel samples into the ATR, demonstrating ongoing progress in Lightbridge's fuel development roadmap.
Collaboration with Idaho National Laboratory: The testing is part of a Cooperative Research and Development Agreement with INL, which serves as a key platform for evaluating advanced nuclear materials under realistic conditions.
Lightbridge announces expedited fuel testing and broadened industry collaborations while maintaining a robust cash position.
Management Highlights: Lightbridge Corporation achieved significant operational milestones in Q3 2025, including advancements in fuel development at Idaho National Laboratory and an expanded collaboration with Oklo for advanced fuel manufacturing.
Financial Performance: The company reported a net loss of $12.4 million for the first nine months of 2025, with increased R&D expenses and a strong liquidity position of $153.3 million, supported by a substantial equity raise.
Outlook and Strategy: Management anticipates the start of irradiation testing soon, with a focus on leveraging supportive government policies and industry demand to drive future growth and further collaborations.
Risks and Concerns: Increased R&D and G&A expenses pose a higher burn rate, but management remains optimistic about mitigating risks through ongoing testing and strategic partnerships.
Lightbridge Corporation to Announce FY 2025 Financial Results
- Earnings Announcement Schedule: Lightbridge Corporation is set to release its financial results for fiscal year 2025 on February 25, 2026, after market close, which is expected to positively influence investor confidence, particularly in the context of ongoing advancements in nuclear technology.
- Conference Call Details: The company will host a conference call on February 26, 2026, at 4:00 p.m. ET, led by CEO Seth Grae, with other executives available for Q&A, aiming to enhance investor engagement and transparency.
- Technology Development Progress: Lightbridge is developing Lightbridge Fuel™, a next-generation nuclear fuel technology designed to improve safety and economics for existing reactors while enabling load-following capabilities for small modular reactors, aligning with zero-carbon grid requirements.
- Strategic Partnership Agreements: The company has entered into long-term framework agreements with Battelle Energy Alliance, receiving support from the U.S. Department of Energy, which underscores its leadership in nuclear R&D and aids in advancing the market application of its fuel technology.
Trump Administration Seeks State Support for Nuclear Waste Storage, Aiming for 400 GW Nuclear Capacity by 2050
- Nuclear Expansion Goals: The Trump administration plans to seek input from states this week to incentivize nuclear reactor construction, aiming to increase U.S. nuclear power capacity to 400 GW by 2050 to meet rising electricity demand.
- Waste Storage Challenges: Overcoming local opposition to nuclear waste storage is deemed critical for achieving nuclear expansion goals, as radioactive waste is currently stored onsite at nuclear plants, posing safety and environmental risks.
- Historical Context: A previous plan to designate Yucca Mountain in Nevada as a single repository for U.S. nuclear waste was halted by the Obama administration due to local opposition, highlighting the importance of local support.
- Market Reaction: Trump's remarks at the World Economic Forum emphasized the safety and affordability of nuclear power, leading to a rise in nuclear-related stocks such as Cameco and Denison Mines, reflecting positive market expectations for nuclear policy.
Trump Positions Nuclear Energy as Key to US Manufacturing Growth
- Nuclear Sector Rally: Following Trump's address at the World Economic Forum framing nuclear energy as a safe and efficient solution, nuclear stocks surged, indicating strong market confidence in the sector.
- Policy Initiatives: The executive orders mentioned by Trump aim to streamline nuclear reactor licensing and fast-track small modular reactors (SMRs), which are expected to further solidify the U.S. position as an energy superpower.
- Investor Enthusiasm: Stocks of companies like Oklo, Nano Nuclear Energy, and NuScale Power spiked in response to Trump's support for nuclear power, reflecting investor optimism in the nuclear industry.
- Economic Confidence: Trump asserted that the U.S. is the economic engine of the world, with all three major indexes rising, including a 0.32% increase in the S&P 500, showcasing market confidence in the recovery of the American economy.
Lightbridge Corporation to Participate in Multiple Investor Conferences
- Investor Conference Schedule: Lightbridge Corporation's management team will participate in the 28th Annual Needham Growth Conference on January 14, 2026, in New York City, where CEO Seth Grae will present at 4:30 PM, likely drawing investor interest in its nuclear fuel technology advancements.
- Global Cleantech Gala: On January 19, Seth Grae will deliver a presentation titled “The Need for Nuclear” at the Global Cleantech Investor Gala in Davos, Switzerland, aiming to enhance public awareness of nuclear energy's critical role in the clean energy transition.
- Nuclear Financing Summit Participation: Lightbridge will engage in discussions at the Nuclear Financing Summit on January 28, focusing on technology, supply, and recycling opportunities in the new nuclear fuel cycle, further solidifying its leadership in the nuclear energy sector.
- International Nuclear Congress: At the 3rd World Nuclear SMR & Advanced Reactor Congress on February 10-11, 2026, Seth Grae will present on advanced fuels for existing reactors and new SMRs, showcasing the company's innovative capabilities in nuclear fuel technology.
Lightbridge Begins Irradiation Testing of Enriched Uranium-Zirconium Alloy Samples at Idaho National Laboratory's Advanced Test Reactor
Irradiation Testing Initiated: Lightbridge Corporation has commenced irradiation testing of its enriched uranium-zirconium alloy fuel samples at the Advanced Test Reactor (ATR) in Idaho, marking a significant advancement in its fuel development program.
Data Generation for Fuel Qualification: The testing campaign aims to gather critical data on the fuel alloy's performance, including microstructural evolution and thermal conductivity, which are essential for the qualification and licensing of Lightbridge Fuel™ for commercial use.
Progress from Manufacturing to Testing: This milestone follows the successful fabrication and loading of fuel samples into the ATR, demonstrating ongoing progress in Lightbridge's fuel development roadmap.
Collaboration with Idaho National Laboratory: The testing is part of a Cooperative Research and Development Agreement with INL, which serves as a key platform for evaluating advanced nuclear materials under realistic conditions.
Lightbridge announces expedited fuel testing and broadened industry collaborations while maintaining a robust cash position.
Management Highlights: Lightbridge Corporation achieved significant operational milestones in Q3 2025, including advancements in fuel development at Idaho National Laboratory and an expanded collaboration with Oklo for advanced fuel manufacturing.
Financial Performance: The company reported a net loss of $12.4 million for the first nine months of 2025, with increased R&D expenses and a strong liquidity position of $153.3 million, supported by a substantial equity raise.
Outlook and Strategy: Management anticipates the start of irradiation testing soon, with a focus on leveraging supportive government policies and industry demand to drive future growth and further collaborations.
Risks and Concerns: Increased R&D and G&A expenses pose a higher burn rate, but management remains optimistic about mitigating risks through ongoing testing and strategic partnerships.
