I assume it's because there's a general impression that the Biden administration is, if not pro-nuclear, a lot more open to the idea of nuclear than a lot of previous administrations.
Obviously the President can't just wave his hand a cause a few dozen new reactors to spring up in the US, and four years may not be enough time to make a committed push that can't be quickly reversed by the next administration, but that's what's got everyone who's interested in nuclear so excited.
Heck, the URA ETF is up 70% since the election, from the low it had been hanging around since Fukushima.
Obviously the President can't just wave his hand a cause a few dozen new reactors to spring up in the US, and four years may not be enough time to make a committed push that can't be quickly reversed by the next administration, but that's what's got everyone who's interested in nuclear so excited.
Heck, the URA ETF is up 70% since the election, from the low it had been hanging around since Fukushima.