Nuclear & Uranium

Constellation Energy signed new long-term power purchase agreements providing roughly 920 MW of nuclear power to new partners.

• The deals were...

• Nuclear priority: TVA will prioritize adding more nuclear power to meet East Tennessee's energy surge tied to Oak Ridge.
• Data center demand: Data...

• Specific TRISO agreement: Standard Nuclear signed a multi-metric-ton supply deal with Radiant to deliver TRISO fuel through 2031 for 1MW...

Two concrete steps highlight real progress on plant life extensions and restarts.

• WE Energies locked in Point Beach power purchases through 2053,...

South Korea’s AI and semiconductor boom is forcing an aggressive nuclear buildout, while Japan inches forward under heavy constraints.

• Demand...

AI data center demand is validating the nuclear thesis from utility pricing to supply deals.

• TVA approved a new data center rate class charging...

Apollo Atomics raised $31 million in seed funding from Y Combinator to advance its pressurized water reactor with a 40-fold smaller footprint and...

Market skepticism is hammering nuclear stocks, with NuScale, Oklo and Centrus falling 5-6% as investors prioritize near-term execution over long-term...

Korea revised 2040 peak demand up 26.8 GW from April estimates, driven by AI data centers and semiconductor clusters — equivalent to 19 APR1400...

Urenco is adding 2.1 million SWU of new capacity at its New Mexico facility, nearly a 50% increase, using 24 gas centrifuge cascades.

• Commercial...

TerraPower's Natrium design pairs a 345 MW sodium-cooled reactor with molten salt storage, enabling a 50% on-demand power boost for several hours...

NorthWestern Energy has committed over $800,000 to explore small modular reactors in South Dakota, including site assessments and creation of the...

NANO Nuclear's MoU with Quadrant Nuclear aims to secure HALEU offtake from the planned Vanguard facility at Idaho National Laboratory for its KRONOS...

U.S. data centers consumed 4.4% of electricity in 2024 but could triple usage by 2028 and hit 20% by 2035, with some states seeing shares jump to 30-57%. Developers are already linking to older nuclear plants amid grid constraints.

Extreme drought pushed Hungary's Paks nuclear plant to just over 10% capacity as Danube levels hit record lows.

Emergency measures including sunk...

Silicon Valley's focus on Washington fights over content and privacy has left it unprepared for local battles over power plants and permits, allowing...

Kairos Power's new NuCAMP initiative shows that scaling advanced reactors hinges on solving manufacturing bottlenecks and building skilled talent...

Nuclear revival collides with fuel supply risks as demand doubles by 2040 while companies build domestic capacity.

• Uranium scramble: Mines reopen...

Deep Fission aims to deliver commercial grid electricity from a 5-megawatt pressurized-water reactor placed one mile underground in Parsons, Kansas,...

We Energies signed a 20-year PPA to purchase 86% of output from Wisconsin's Point Beach nuclear plant, delivering fuel cost savings versus the current...