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Utilities plan nuclear fleet growth through 2039, NEI survey shows

In a 2026 update, NEI surveyed more than 20 U.S. utilities covering over 90 reactors and found plans for more than 30 GW of additional nuclear generation through 2039.

Reported · Written up by our desk · Fund Industry

ETF Trends reports that owners and operators of U.S. commercial nuclear reactors are planning for a larger, longer-lasting fleet, with expectations that reactors can operate beyond 80 years.

According to a 2026 update from the Nuclear Energy Institute, NEI surveyed more than 20 utility companies in the U.S., covering over 90 commercial reactors, and respondents identified plans for more than 30 gigawatts of additional nuclear generation through 2039.

The outlook includes both large and small reactors, and the survey points to opportunities spanning utilities and companies that build and maintain reactor plants.

ETF Trends also notes that long term power purchase agreements with hyperscalers are cited as a demand signal supporting nuclear capacity investment, including a 20 year agreement Constellation Energy signed with Meta to support reactor operations.

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