Haim Israel, Head of thematic investing at BofA Research, dives into the promising future of nuclear power, discussing fission, small modular reactors (SMRs), and fusion. He highlights the impact of AI on energy demand and geopolitical risks, making a strong case for nuclear's urgent role. With estimates of SMRs potentially supplying 10% of energy and a massive investment outlook of $3–4 trillion, Haim also explores how investors can capitalize on this sector, focusing on infrastructure and emerging workforce needs.
