Nuclear Energy Or Solar? Brookfield Renewable Still Wins

2025-11-12 15:38:12 ET

Brookfield Renewable ( BEP ) ( BEPC ) is targeting at least 10% funds from operations ("FFO") per share growth per year, a move that will see the yieldco continue to support its bullish dividend-hiking schedule. The yieldco has staged a bumper year, shedding concerns of Trump's "drill, baby, drill" agenda for a total return of 46% as investor enthusiasm for the facilitators of the AI boom exploded to energy plays. BEP's stake in Westinghouse Electric Company, the world's largest nuclear reactor technology original equipment manufacturer by installed base of operating plants, has provided an immense boost in recent months as the AI trade reached a new high. Nuclear energy will form a critical backbone of zero-carbon baseload electricity supply as data centers, electric vehicles, and reshoring-driven industrialization look set to drive a material ramp in U.S. energy demand over the next decade....

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