After the 2011 Fukushima nuclear disaster, the industry stalled for years as plants closed and new projects stalled. Now, surging electricity demand from AI data centers, robotics, and advanced manufacturing is changing the equation. Add ambitious carbon-reduction targets, and reliable, emissions-free nuclear energy looks increasingly appealing. Centrus Energy (NYSE: LEU) and BWX Technologies (NYSE: BWXT) occupy critical positions in the U.S. nuclear supply chain. Both stocks soared with the nuclear revival narrative last year but have since declined 54% and 22%, respectively, in 2026. With shares down significantly, which nuclear supply chain stock is the better buy right now?
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