Global Nuclear — Postcard from the 2026 WNA Symposium: converting big ambition to bold action

BofA Securities remains constructive on nuclear energy. We recently attended the 2026 edition of the annual World Nuclear Association (WNA) Symposium. Attendance was a record, up 17% vs. last year. Key idea: while the nuclear skepticism of the 2010s has yielded to ambitious plans for deployment, supported by decarbonization, energy security, and national security goals, the industry must now take bold action. We believe policy makers, end users, power providers, and fuel cycle players are moving in the right direction. At COP28 in December 2023, WNA set a goal to triple global nuclear capacity from the 2020 baseline of 392 GWe to nearly 1,200 GWe in 2050;