Well, if post-Cold War globalized trade looks more like it might be regressing to a more fractured and unstable landscape, it would make sense to maximize one’s own readiness and make robust, safe investments that were previously hoped to be unnecessary.

In that context, spinning up local (and tightly allied) nuclear power might make more sense than it did in an idealized globalist world where you could trust that your investment in some North African solar array was less likely to be disrupted by some political realignment or exploited leverage.