The U.S. Department of Energy recently announced a $2.7 billion investment to accelerate nuclear power plant reconstruction plans, which is not only a shift in energy strategy but also potentially reshapes the investment logic of the entire industry chain.

This funding primarily flows into three key areas. First is fuel security, involving uranium enrichment and supply chain stability; second is capacity expansion, with new small modular reactor technology and related manufacturers becoming focal points; finally, on the grid side, distributed energy ownership and grid connection infrastructure are also included as priorities.

From a market perspective, this signifies that the U.S. is building nuclear power as the core infrastructure for the next electricity cycle. Whether at the raw material end, the technology end, or the application end, the entire industry chain is experiencing policy-driven long-term benefits. For investors focused on the long cycle and energy transition narratives, this could be an important signal worth tracking.