MenuThe rise of AI, the shift from renewables to fossil fuels and nuclear, and other changes in Trump Administration policies indicate that 2026 will continue to reshape U.S. energy. The growing focus on energy as a national security instrument is driving a chain reaction, shifting priorities across sectors, easing restrictions, and prioritizing the expansion of conventional energy infrastructure. In 2026, nuclear energy and reactor development, as well as grid build out, will be at the forefront, generating winners and losers in capital markets.
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