Nuclear is making a global comeback, and we see accelerating developments across the APAC region as nuclear plays role in de-carbonization. Since early 2022, at least 14 countries have approved new nuclear units or announced supportive policies. This echoes IEA’s earlier forecast that nuclear power capacity will need to double in size in the next two decades for the world to meet net-zero. We expect this trend to be particularly pronounced in Asia.

Speakers:

Thomas Salopek, Head of Global Cross Asset Strategy

Alan Hon, Head of Asia Power, Utilities and Renewables Research

Tomohiko Sano, Co-Head of Japan Equity Research and Head of Japan ESG & Sustainability and Machinery Research

SM Kim, Korean Autos Analyst

Sanjay Mookim, Head of India Research and India Equity Strategist

Hannah Lee, Head of Asia ESG Equity Research

This podcast was recorded on 20 October 2023.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4527125-0, www.jpmm.com/research/content/GPS-4531807-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

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