Nuclear & Uranium

Reactor Life Extensions

• 🔥 Constellation License Renewals: Constellation filed applications to extend Ginna and Nine Mile Point Unit 1...

AI data center power needs are driving real utility moves today, not just forecasts. Constellation's filings to run Ginna and Nine Mile Point Unit 1...

Uranium prices have climbed to around $86 per pound with 24% year-over-year gains, fueled by AI data center demand and new nuclear contracts.

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UK SMR efforts are advancing on two fronts, backed by government policy and industry moves.

• Holtec and EDF submitted plans for four SMR-300 units...

Key developments from today's energy news:

• OPEC+ approved another 188,000 bpd production increase next month amid recovering Strait of Hormuz...

US advanced nuclear projects are moving rapidly from first-of-a-kind demos to utility-scale partnerships and regulatory milestones.

• Valar Atomics...

Cameco's realized price of $78/lb trails the $122 spot amid legacy fixed-price contracts, but record McArthur River output and 2027 roll-offs will...

Nvidia is partnering directly with Valar Atomics to build a 30 MW microreactor-powered data center in Utah that runs entirely behind-the-meter. The...

AI data center power demand has turned the Global X Uranium ETF (URA) into a mainstream vehicle for nuclear exposure, amplifying miner gains as spot...

The July 4 milestone marks the first self-sustaining chain reaction for Aalo Atomics' 10-MWe Aalo-X reactor at Idaho National Laboratory, using...

The UK's quiet regulatory approval of Rolls-Royce's SMR design validates a factory-built 470 MW reactor that could cut build times dramatically. This...

AI infrastructure demand is hitting an inflection point, with hyperscalers securing massive dedicated power capacity while regulators grapple with who...

The DOE awarded Centrus a $900 million contract to expand commercial-scale HALEU production at its Piketon, Ohio plant, transitioning from the...

Three new US microreactors hit criticality in 30 days, a first for any country.

• One 1 MW unit built in 150 days on single-digit-million budget and...

Market participants are monitoring NexGen's narrowing Saskatchewan window and DOE HALEU milestones this week to determine if the Western uranium supply rebuild remains on schedule amid tight spot price consolidation.

Nuclear innovation is progressing on multiple fronts, with microreactors hitting operational milestones while SMRs enter formal regulatory review.

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Idle uranium capacity and grid storage demand create structural opportunities beyond hype.

• ISR beneficiaries: Ecolab and BASF stand to gain as five...

SMR Regulatory Progress

• 🔥 TVA Clinch River Milestone: TVA cleared a major regulatory hurdle when the NRC issued a final safety evaluation...

Detroit's City Planning Commission is fast-tracking zoning rules to block hyperscale data centers, citing insufficient land, resident opposition, and...

AI data center demand is driving nuclear expansion across regions.

• Texas (CPS Energy): Increasing stake in South Texas Project to 42% and eyeing...