Nuclear & Uranium

SMR progress is unfolding along parallel state and private routes, yet remains at the planning and demonstration stage.

• India's state-backed path:...

Western enrichment diversification is advancing slowly, with major new capacity delayed until 2028 or 2032.

• Russia still supplied 26% of US...

AI-driven demand is enabling lower-risk nuclear growth: Google will back 96 MW of uprates at Vogtle and Hatch, adding firm zero-carbon capacity faster...

Michigan's approval of DTE-Google contracts shows regulators can shield existing customers from AI-driven grid costs.

• Strong safeguards in place:...

• Investor attention fixates on Oklo and NuScale SMR deals, yet commercial deployment hinges on scalable HALEU production.
• Centrus holds the first...

Even a brand-new 1600 MW reactor faces veteran-level scrutiny during its first complete inspection.

• Workload: 20,000 tasks, 2,500 peak staff, and...

Russia aggressively exports nuclear plants abroad while its ageing fleet at home creates a massive, underfunded decommissioning liability.

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New England's nuclear enthusiasm collides with deregulated markets that block utility ownership, voter-approval mandates in four states, and zero...

Gold's 3.7% drop tests support near $3,950-$4,000 after losing key retracements, with potential pullback to the 50-day MA before resuming higher.
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New England is eyeing nuclear for rising demand, yet practical obstacles remain.

• Demand surge: ISO New England projects 9% electricity growth...

Fission products like samarium, europium, and tellurium threaten to undermine the fuel efficiency and durability gains promised by molten salt...

Canada's new Nuclear Energy Strategy positions nuclear as essential for energy sovereignty, affordability, and net-zero by 2050 amid skyrocketing...

Can a non-binding $120 billion Korean financing deal turn into eight operational Westinghouse reactors?

• Framework details: Funds six AP1000s and...

A $4.2 billion US government loan to Vistra will accelerate nuclear uprates at existing reactors, offering a quicker route to added capacity than greenfield projects. Utilities can boost output simply by refueling with slightly more enriched fuel.

Constellation Energy rose on its major Amazon power deal and data-center supply potential while the broader utility sector fell 13% amid Fed rate...

GE Vernova leads with proven traction: construction underway on its 1.2 GW SMR in Ontario and 300 MW cleared in Tennessee, despite SMRs under 3% of...

Nuclear revival is shifting its bottleneck from reactors to fuel, with miners and enrichers racing to close LEU and HALEU gaps.

• Cameco tripled...

Holtec's submission of the Preliminary Safety Analysis Report finishes the two-part construction permit application for the 680 MW Pioneer twin SMRs,...

The US plans to halt Russian enriched uranium imports starting in 2028 while expanding its supply chain, directly tying fuel security to the pace of nuclear expansion.

Regulatory delays on transmission infrastructure could push Oracle's Wisconsin AI datacenter past its 2027 target, with Aterio's base case estimating...