The United States’ renewable power capacity is forecast to expand from 414.5 GW in 2024 to approximately 1.06 TW by 2035, more than doubling over the period, despite federal policy shifts emphasizing energy security and domestic manufacturing over climate objectives, according to GlobalData analysis.
Sweden’s renewed nuclear ambitions are shifting from policy to project finance as Videberg Kraft, the company tasked with developing new reactors on the Värö Peninsula, formally applies for state aid under a framework adopted earlier this year.
Global electricity demand projections are being recalibrated as artificial intelligence and hyperscale data centers move from marginal load drivers to structural forces in energy planning. According to Uranium Unlocked: The Future of AI & Global Energy Demand, a new institutional research study commissioned by Uranium.io and based on responses from more than 600 investors, this shift is already altering long-term expectations for nuclear generation and uranium procurement at a time when supply fundamentals are tightening.
China’s nuclear buildout continues to progress through methodical construction milestones rather than capacity announcements, and the completion of cold functional testing at Xudabao Nuclear Power Plant’s Unit 3 is one such inflection point.
Sweden’s industrial sector is deepening its commitment to fossil-free power as Vattenfall and Industrikraft in Sweden AB sign a joint investment agreement to advance the development of new nuclear power on the Värö Peninsula near Ringhals.
OECD electricity generation reached 1,027.6 TWh in July 2025, marking a modest 2.3% year-on-year increase, yet beneath this incremental growth lies a sharply bifurcated energy transition—one where renewable capacity expansion accelerates while structural vulnerabilities in traditional power systems emerge.
