South Korea-US deal to include building 8 nuclear plants in US

This moves nuclear energy from a purely domestic or regional issue into a bilateral strategic arrangement, potentially reshaping supply chains for reactor components and services. For the RWA sector, it underscores how infrastructure of this scale can become a tokenizable asset class, though the lack of timeline or value leaves the financial scope unclear. The open question is whether such government-to-government deals will attract private capital structures or remain state-backed, which would affect how these projects are priced and securitized.