The Nuclear Industry at a Turning Point: Policy Reform, Market Expansion, and Risk Considerations for 2026

The nuclear energy industry entered 2025 at a pivotal moment as rising electricity demand from artificial intelligence (AI), data centers, and electrification collided with decarbonization, energy security, and industrial policy priorities. Against this backdrop, federal policymakers advanced regulatory reforms, leadership changes reshaped agency direction, and market participants reassessed deployment pathways for both existing and advanced nuclear technologies. This report examines the key developments that defined 2025 and the issues shaping the industry’s trajectory into 2026.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations. Attorney Advertising.

© Morgan Lewis

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