Electric Power

June 04, 2026

Don’t call it a comeback: Nuclear’s been here for years

HIGHLIGHTS

Nuclear revival gains steam in US market

Gas generation once stalled nuclear growth

Power demand shifts reshape energy outlook

A nuclear renaissance in the US stalled 20 years ago when gas-fired generation won market share and power demand flattened. This time, many believe, is different.

S&P Global Energy expert Bill Freebairn joins hosts Hill Vaden and Sam Humphreys to put America's history with nuclear power into perspective and highlight some of the signposts to watch as the current revival gathers steam.

Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

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