ENB Pub Note: This is a fundamental question. Will DeepSeek lead to the cancellation of some nuclear power generation projects? What is the impact on the uranium market and the nuclear supply chain? Anas Alhajii brought this question up on X, and I think that it has several key issues. We are seeing a global nuclear renaissance, and microreactors are a vast emerging market. I believe there will still be a huge increase in nuclear, but there will be a more significant increase in natural gas generation. That will come in the increased pipelines, reduced regulations, increased LNG exports, and quality tracking of continued lower emissions from nuclear and natural gas electrical generation.
Will DeepSeek lead to the cancellation of some nuclear power generation projects? What is the impact on the uranium market and the nuclear supply chain?
$300 Billion in Global Nuclear Energy Investmenthttps://t.co/gV4tLZTZ2n pic.twitter.com/6Mr0Pw0hDr
— Anas Alhajji (@anasalhajji) February 8, 2025
The vast energy potential and clean nature of generating power through nuclear reactions have caused a surge in global demand, with nearly every region increasing nuclear energy investment by at least 50% over the last five years.
For this graphic, Visual Capitalist has partnered with Global X ETFs to analyze the increasing investments in nuclear energy and identify the regions with the highest levels of investment.
Over the last five years, the International Energy Agency (IEA) has estimated that over $300 billion has been invested in nuclear energy globally. Here’s how this breaks down by region:
| Region | 2020–2024 Investment Total |
|---|---|
| Europe | $132B |
| Asia-Pacific | $106B |
| North America | $35B |
| Eurasia | $17B |
| Middle East | $12B |
| Central and South America | $8B |
| Africa | $2B |
While all regions have invested significantly in nuclear energy, investment is growing further in advanced economies like the U.S., which has pledged an additional $2.7 billion to the nuclear fuel supply chain on top of the $7.5 billion it already invests in nuclear power yearly.
Growing global investment in nuclear energy emphasizes its essential role in the shift towards clean energy. South America and Eurasia, in particular, have seen the potential in nuclear power and have chosen to invest heavily, more than doubling their annual investment rates.
Energy News Beat