The S&P 500 currently allocates only 4% weight to energy stocks, historically low relative to the 12-16% typical allocation and peaks of 20%, while simultaneously allocating historically high weight to tech/AI stocks (Magnificent 7), creating an imbalance where the very electricity-consuming companies driving energy demand are crowding out energy supply companies from portfolio allocation.

Ontario's government has an 'incredibly robust' and 'Forward Thinking' nuclear plan for nuclear power development, suggesting regional policy support for nuclear expansion in Canada.