Energy Transition & Nuclear Revival

  • 02 August 2025 |
  • Written by  Skot Kortje, Stock Trends Analyst
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Energy Transition & Nuclear Revival header
Energy Transition & Nuclear Revival header

Clean energy is entering a structural super-cycle. The International Energy Agency (IEA) estimates that global nuclear generating capacity will increase from about 417 GW in 2022 to roughly 620 GW by 2050, reflecting a steady commitment to low-carbon power in its Stated Policies Scenario. In addition, global nuclear power output is forecast to reach a new record high by 2025 as plants in France, Japan, China, India, South Korea and Europe restart or come online. More than 20 countries have signed a declaration to triple nuclear capacity by 2050, underscoring broad policy support for the technology. Demand for critical minerals such as uranium, lithium, and rare earths, and investments in grid resilience and electrification, are accelerating. Stock Trends Weekly Reporter (STWR) helps subscribers navigate this macro shift by filtering stocks through momentum-driven reports.

How the Stock Trends indicator and reports work

The core Stock Trends indicator compares a stock’s 13-week and 40-week moving averages and looks for price breakouts beyond a 3 % envelope. When the short-term average crosses above the long-term average, a Bullish Crossover (ST BullishXoverSmall) is recorded, signalling the start of an up-trend. If the stock stays above the 13-week envelope, the trend becomes strongly Bullish (ST BullishSmall). A Weak Bullish (ST WeakBullishSmall) signal appears when the price dips below the 13-week envelope but remains above the 40-week average. STWR also calculates a relative strength index (RSI) that compares a stock’s 13-week return with its benchmark index; values above 100 mean the stock is outperforming.

The platform offers several reports. Bullish Crossovers lists stocks that have just generated a ST BullishXoverSmall signal—often early in an up-trend. Top Trending requires a closing price above US $5, weekly volume over 100k shares, positive 4- and 13-week returns and an RSI above 100, highlighting momentum leaders. High Momentum Gains flags stocks with large weekly price jumps, while Relative Volume highlights names trading at unusually high volumes. By cross-referencing these reports, STWR subscribers can quickly identify which sectors are attracting attention and why.

Nuclear fuel & uranium producers

The Aug 1 STWR data show strong signals across uranium miners. Established producers like Cameco (CCJ/CCO) carry a strong Bullish ST BullishSmall indicator with six weeks in the current trend and seven in the major trend. The U.S. listing qualifies for the Top Trending report thanks to a high RSI and a 13-week gain of 55 %. 

Up-and-coming developer NexGen Energy (NXE) appeared in the TSX Bullish Crossovers report, and is now very early in its Bullish ST BullishSmall trend. NexGen’s Rook I project could become one of the world’s largest and lowest-cost uranium mines once federal approval is secured.

Early stage signals appear in Denison Mines (DNN) and Uranium Energy (UEC), both showing fresh ST BullishXoverSmall Bullish Crossovers with high RSIs and strong 13-week gains. These names feature prominently in the NYSE - American  Bullish Crossovers report. Royalty specialist Uranium Royalty (UROY) carries a ST BullishSmall indicator with one week in the current trend and appears in the NASDAQ Top Trending report. Energy Fuels (UUUU/EFR) also sports a ST BullishSmall signal and shows up in both the Top Trending and Relative Volume reports as investors bet on its plans to increase uranium output and build a domestic rare-earths supply chain.

Nuclear technology & micro-reactors

Momentum is not limited to fuel suppliers. NuScale Power (SMR), the only publicly traded small-modular-reactor developer, has a ST BullishSmall indicator with eight weeks in the current trend and an RSI above 230. It appears in the NYSE Top Trending and Relative Volume reports. NuScale’s VOYGR design recently received standard design approval, and the company is pitching its reactors to data-centre operators and international utilities.

 

Oklo Inc. (OKLO), a micro-reactor developer that topped the NYSE Top Trending list earlier this summer, remains a key name in the STWR universe. The company was selected by the U.S. Air Force to build a micro-reactor at Eielson Air Force Base, and its Aurora design can run for up to ten years without refuelling. Oklo continues to appear in recent STWR reports and underscores investor interest in micro-reactors.

MP Materials (MP), the only operational U.S. producer of rare-earth magnets, occasionally surfaces in the NYSE Top Trending report. Apple plans to invest US $500 million in MP’s Texas magnet plant and purchase magnets for its devices, while the U.S. Department of Defense will take up to a 15 % stake and commit to long-term purchases. MP is integral to the nuclear supply chain because rare-earth magnets are essential for wind turbines, electric vehicles and medical devices.

Battery & critical-minerals innovators

Several lithium and battery-materials companies are highlighted in the STWR reports. Standard Lithium (SLI) carries a ST BullishSmall signal with four weeks in its current trend and an RSI around 144; it appears in the Top Trending report as investors anticipate the viability of direct-lithium extraction in Arkansas. American Battery Technology (ABAT) is also ST BullishSmall with five weeks in its current trend; despite a sharp weekly pullback, it shows a 46% 13-week gain and features in the Top Trending report. ABAT recycles lithium-ion batteries and is building a lithium-hydroxide refinery in Nevada, benefiting from U.S. incentives for domestic battery materials.

Grid & power generation: electrifying the network

Rising electricity demand from AI data centres and electrification projects is propelling shares of grid and power-equipment companies into the STWR reports. American Superconductor (AMSC) leads the NASDAQ Top Trending report with a ST BullishSmall indicator, four weeks in its current trend and an RSI around 232. First-quarter FY2025 revenue jumped 80 % to US $72.4 million and net income was US $6.7 million [5]. These results support the stock’s momentum.

GE Vernova (GEV) shows up in the NYSE Top Trending report with a ST BullishSmall signal and 15/32 trend counters. A recent Reuters article notes that GE Vernova raised its free-cash-flow target to US $3–3.5 billion and expects 2025 revenue near the high end of US $36–37 billion. Second-quarter power segment profit rose 27 % to US $778 million, while the electrification unit’s profit more than doubled [6]. This optimism, coupled with record U.S. electricity demand forecasts, underpins GEV’s up-trend.

Talen Energy (TLN) and Vistra (VST) are diversified power producers with nuclear and renewable portfolios; both carry ST BullishSmall indicators and feature in the Top Trending report. TLN has 15 weeks in its current trend and 16 in the broader trend, while VST has 5 and 6 weeks respectively. Both benefit from battery-storage expansion and clean-energy investment.

Traditional utilities like Korea Electric Power (KEP) and Eversource Energy (ES) also show ST BullishSmall signals as they pivot toward nuclear and renewables. Bloom Energy (BE) provides solid-oxide fuel cells that generate electricity and hydrogen. BE is ST BullishSmall with 1/2 trend counters and an RSI around 204, and appears in both the Top Trending and Relative Volume reports. Highlights of its Q2 2025 results: revenue rose 19.5 % to US $401.2 million, adjusted earnings per share of US $0.10 beat expectations, and management reiterated full-year revenue guidance .

Aggregate indicator insights

  • High relative strength: NuScale, Bloom Energy, American Superconductor and Energy Fuels top the RSI rankings, reflecting investor enthusiasm for next-generation power and storage.
  • Fresh crossovers: Denison and Uranium Energy are just beginning their up-trends, offering potential entry points before momentum accelerates.
  • Utilities adapt: Vistra, Talen, KEP and Eversource show strong technical patterns as they embrace nuclear, battery storage and grid modernisation.
  • Volatility equals opportunity: Some stocks—including Energy Fuels, UROY, ABAT and SLI—experienced weekly pullbacks. STWR trend counters help distinguish temporary dips from deeper reversals.

Summary of key energy-transition stocks

SymbolST indicatorTrend counters (current/major)1-week change (%)13-week change (%)RSIPrice (USD)
CCJ ST BullishSmall 6/7 -8.4 +55.1 141 72.93
NXE ST BullishSmall 1/2 -11.2 +21.6 111 6.48
DNN ST BullishXoverSmall 1/1 -8.1 +39.7 127 2.04
UEC ST BullishXoverSmall 1/1 -2.7 +64.2 150 8.67
UUUU ST BullishSmall 2/3 -11.6 +91.1 174 8.85
UROY ST BullishSmall 1/2 -19.0 +32.1 120 2.51
SMR ST BullishSmall 8/9 -14.0 +154.5 232 44.43
BE ST BullishSmall 1/2 +6.9 +123.4 204 36.72
TLN ST BullishSmall 15/16 +9.1 +67.3 153 378.01
VST ST BullishSmall 5/6 +8.3 +49.4 136 208.05
AMSC ST BullishSmall 4/5 +24.4 +154.7 232 53.75
GEV ST BullishSmall 15/32 +1.9 +65.7 151 656.50
SLI ST BullishSmall 4/5 -13.3 +57.9 144 2.29
ABAT ST BullishSmall 5/6 -30.4 +46.7 134 2.20

Trend counters show weeks in the current indicator and weeks in the broader bullish category. Prices and percentage changes reflect the week ending 1 Aug 2025

Conclusion: positioning for the clean-energy era

Stock Trends Weekly Reporter empowers investors to identify where momentum and macro trends intersect. The August 1 Stock Trends data reveal leadership across uranium miners, micro-reactor and magnet innovators, battery and critical-materials developers, grid-technology companies, and utilities embracing nuclear and renewables. Most names carry strongly Bullish(ST BullishSmall) signals or freshly minted Bullish Crossovers (ST BullishXoverSmall), with high RSIs and double-digit 13-week gains. Macro drivers—record nuclear-output forecasts and new country pledges to triple capacity —provide fundamental backing. Investors should pair technical signals with fundamental research: uranium prices can be volatile, SMR projects face regulatory hurdles, and lithium technologies must scale cost-effectively. By leveraging STWR reports and looking for convergence between technical strength and industry catalysts, investors can position for the multi-decade transition towards cleaner, more resilient power.

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