Jefferies analyst Dumoulin Smith told clients in a note that DAEC would be costly to restart...
"We believe a Duane Arnold restart is challenging, given the plant damage and robust regional wind generation."
Bloomberg quoted NextEra Energy President Rebecca Kujawa as saying that DAEC's potential customers could include two Fortune 50 customers:
"This is a robust sign of a significant, broad-based demand," Kujawa said on the call. "They have big, important and urgent energy needs."
The latest news from big tech firms diving into nuclear and reviving the industry provides a substantial tailwind for our "Next AI Trade" which we laid out in April as our long-term favorite trade, and where we outlined various investment opportunities for powering up America, playing out.