Why it’s on the map
Largest US nuclear fleet; Northeast power-price beneficiary if Ontario/Québec curtail exports (NY averages 1,400 MW from Hydro-Québec + 800 MW from Ontario).
Government money & contracts
DOE loan support for restarts.
Customers & commercial
Data centers, utilities.
Catalysts
2026 EPS guide $11.50–12.50.
Risk
Fuel-cost risk if Canadian uranium restricted.
Tariff durability
Two-sided.