The US nuclear fleet has lost approximately 10 gigawatts of capacity through reactor retirements since Fukushima, and is now looking at 3 gigawatts of restarts (Palisades, Duane Arnold, Three Mile Island 3) plus an estimated 6 gigawatts of uprating, totaling approximately 9 gigawatts of new capacity or capacity recovery in the near term.

factualpending

Speaker

Brandon Monroe

Evidence Quote

the US fleet has lost about let's call it 10 gigawatts through retirements since Fukushima. We're now looking at three gigawatts of restarts... I estimate that we will see about six gigawatts of uprating.

Source

[Betashares Webinar] Global Uranium OutlookBetashares
Created: 8/12/2026, 1:47:04 AM

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