Rathi: The nuclear reactor market will remain fragmented via national champions
Akshat Rathi · Calibrating hype with Akshat Rathi · Oct 16, 2025 · at 40:51
Akshat Rathi responds to Shayle Kann's thesis on market consolidation, arguing geopolitical factors and IAEA regulations will fragment nuclear reactor manufacturing across national champions.
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“I think there'll be national champions and more of them, whereas Siemens GE and Mitsubishi are more than national champions.”
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