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Cameco Sees Path To 20 New U.S. Large-Scale Reactors

Source: SeekingAlpha

2026-05-18 17:20:00 ET

By Steffan Szumowski

Cameco ( CCJ ) provided a robust outlook for the deployment of Westinghouse’s AP1000 reactor technology on its first-quarter 2026 earnings call earlier this month. Company leadership now sees a realistic near-term path to as many as 20 of the large-scale reactor units entering construction in the United States. This builds directly on the $80 billion strategic partnership announced last October with the U.S. government and Brookfield Asset Management ( BAM ). Cameco holds a 49% stake in Westinghouse alongside Brookfield’s 51% ownership....

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Cameco Sees Path To 20 New U.S. Large-Scale Reactors
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