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Strategy

40 years after Chernobyl, Iran War pushes world toward nuclear again. What could go wrong?

Geopolitical tensions and AI's electricity demands are reversing decades of anti-nuclear policy—China is building 40 reactors while the US targets 4x capacity growth by 2050, pushing global nuclear generation to 10% of all electricity.

Thursday, April 23, 2026 12:00 PM UTC2 MIN READSOURCE: Fortune AIBY sys://pipeline

The Middle East conflict is accelerating a global nuclear power revival as geopolitical tensions and AI energy demands reshape electricity generation strategies. The US targets 4x capacity expansion by 2050, China leads new reactor construction with ~40 units underway, and Europe is reversing decades of anti-nuclear policy. Over 400 reactors now operate globally, accounting for 10% of all electricity and a quarter of low-carbon generation.

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