Nuclear energy is set for a “renaissance” that will be accelerated by support from US President Donald Trump’s administration.
According to Jurija Kadhodjamirian, the head of the ETFS topic director, who noted that Trump’s administration is “very, very interested in supporting this technology”. However, he also warned investors that he would develop this source of energy “take time”.
Nova nuclear technology approvals need “10 years to finish,” Kohodjamirian said, but added that the nuclear re -effect is likely to accelerate under the new Trump administration.
In an interview with CNBC Silvia Amaro on Tuesday at “Squawk Box Box Europe”, Kodhjamirian said his investment fund has a view of companies with a history of nuclear technology development, such as the US based in the US BWX Technologieswhich builds nuclear reactors for military carriers and submarines.
Kadhodjamirian said the topic is “very selective in new technology called small -scale modular reactors.”
Modular reactors of small proportions (SM) are advanced nuclear reactors with the ability to provide about one -third of the generating capacity of traditional nuclear energy reactors, according to the International Atomic Energy Agency.
Deaths occupy less physical space compared to conventional reactors and produce a large amount of electricity with low carbon content.
“There is a lot of excitement there, and there are also a lot of companies that produce losses that have unproven technology, and we are going for companies that have approved projects,” said Kodhodjamirian.
The nuclear energy renaissance is partly guided by the wave of people who “realize that it is a stable, pure energy source,” said the CEO of investment, adding that he believes that “there is a need for additional investments” in nuclear, in addition to green energy sources that are variable in Electricity production.
“Renewable sources are good. They can speed up quickly, but they require the battery storage,” he said.
Trump quickly moved to his energy plan from returning to the White House. American Senate on Monday confirmed to Chris WrightFracking CEO and Trump’s ally, as an energy secretary.
Wright is a well -known supporter of nuclear energy, which previously served on the Committee of the Advanced Rector Company Okla, as well as holding the position of executive director in Liberty Energy. Energy company has since appointed a new executive director after Wright’s confirmation as an American energy secretary.
Digital boundaries
Kadhodjamirian also closely monitors the volatility of artificial intelligence, after the appearance of the Chinese open AI model Deepseek caused by concern How much money will be invested in AI.
European countries have expressed security concerns about Deepseek.
Italy was the first country on Block Deepseek about concern for data protection. FranceThe privacy guard expressed concern, and the Ministry of the South Korea industry temporarily limited access to an AI AI model for AI Chinese startup.
In the meantime, Taiwan banned state departments to use chatbot based in Beijing, cautiously from potential safety threats from Beijing.
An international return blow shows that “no one really knows exactly how to defend the digital boundaries,” according to Kadhodjamirian.
Global concern “will limit the growth of this model because it leaves China, but it is clear to you that the West must be aware that there is a lot of technical development,” he said.
“[But] I think it draws some lines, and it will be interesting to see how they are particularly reacting now, “he added.
