Nuclear Investment Rises as Global Energy Demand Grows: Key Trends and Challenges

Nuclear power is gaining momentum as a low-carbon electricity source. The World Nuclear Association reports record generation of about 2,700 terawatt-hours in 2025, roughly 9% of global electricity. With 78 gigawatts under construction across 15 countries in early 2026, China leads the buildout, while India, Turkey, and Egypt also expand. France and the UK are advancing new reactors, and the US is eyeing nuclear to power data centers and AI infrastructure. Small modular reactors (SMRs) promise shorter timelines and lower upfront costs, but they have yet to prove commercial viability at scale. Financing, construction delays, waste management, and public acceptance remain major hurdles. Uranium supply and specialized skills also need investment. Nuclear won't replace renewables, but its ability to provide continuous low-carbon power could make it a key part of the global energy mix for decades.