must read - great artilce

http://www.fool.com/investing/general/2014/03/09/is-this-the-start-of-the-nuclear-renaissance.aspx


Even Japan has decided it should revisit its total shutdown. For example, Grant Isaac, CFO of pure-play uranium miner Cameco (NYSE: CCJ), noted late last year that "There are six utilities representing 16 reactors that are currently in the restart process" in Japan. Although no decisions have been made, it's highly likely that Japan will eventually go nuclear again.

As new technologies from the likes of GE, Babcock & Wilcox, and TerraPower continue to improve the safety and reliability of nuclear power, look for more support to build for nuclear. In the meantime, watch developing nations like China and India. While the U.S. is looking to "jump-start" its nuclear industry, Cameco expects there to be three times as many reactors operating in China in 2022 (59) as there were in 2013 (19). It projects that India will go from 21 reactors to 36.