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February 2026, In the Spotlight
Beyond the Core: Advancing Nuclear Solutions for the Future
Overview
For the season’s final episode, Jackie Fortner is joined by Rick de los Reyes and Maria Elena Drew to discuss the resurgence of nuclear power. As governments seek secure and low-carbon energy sources to meet rising demand—particularly from AI and digitalization—nuclear energy is re-emerging as a reliable solution. The discussion covers the barriers to scaling nuclear capacity, including regulatory, financial, and supply chain challenges, as well as the promise of small modular reactors (SMRs) and the critical role of uranium supply.
Jacqueline H. Fortner (Host)
Portfolio Specialist
Speakers
Maria Elena Drew
Head, Global Sustainability
Rick de los Reyes
Co-Portfolio Manager
Further Listening
Janaury 2026
Energy Transition: Charting the Path to Cleaner and Cheaper Power
Vineet Khanna joins Jackie Fortner to explore the interplay between energy infrastructure and the accelerating growth of artificial intelligence. As AI drives a surge in electricity demand, the episode investigates the challenges and opportunities facing utilities and the wider power industry. From the need for significant investment in generation and grid modernization, to the evolving economics of electricity pricing, this conversation unpacks how the AI revolution could reshape the utility sector.
Janaury 2026
Energy Transition: Charting the Path to Cleaner and Cheaper Power
In this episode, Jackie Fortner welcomes Maria Elena Drew, Head of Global Sustainability at T. Rowe Price, for an in-depth discussion on the global energy transition. Listeners will gain insights into how different regions are navigating the “energy trilemma” of sustainability, security, and affordability, and how technological and political shifts are accelerating the move towards zero-carbon energy sources.
Janaury 2026
Financial History as Superpower: Sir Niall Ferguson on Markets, Mistakes, and Making Big Calls
Justin Thomson, head of the T. Rowe Price Investment Institute, sits down with renowned historian and author Sir Niall Ferguson to discuss the value of financial history for investors. Together they explore how understanding long-term historical patterns, rather than relying solely on recent data or economic theory, can offer critical insights for navigating markets and making big investment calls.
The Angle from T. Rowe Price
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