️ UPDATE: Nuclear led all major power sources in 2025 with a 91% capacity factor, far ahead of natural gas, coal, wind, and solar.

What happened

In 2025 nuclear power achieved a 91% capacity factor, the highest among major power sources, surpassing natural gas, coal, wind, and solar.

Confirmed

Global impact / market context

A high capacity factor means nuclear plants generate electricity almost continuously, indicating reliable and efficient power supply, which can lower overall energy costs and reduce reliance on intermittent sources.

Analyst inference

Utilities and investors view nuclear’s strong performance as a sign of stable returns, potentially shifting capital toward nuclear projects while questioning the economic viability of lower‑capacity renewables.

Analyst inference

What to watch

1. Regulatory decisions on new nuclear plant approvals, which could either enable further capacity growth or create hurdles for expansion. Proposed
2. Investment flows into nuclear versus renewable projects, showing how capital allocation responds to the capacity factor advantage. Proposed
3. Potential changes in electricity pricing structures that reward high‑capacity‑factor generation, influencing utility revenue models. Proposed

Evidence

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