Near-term large-reactor restarts pulling uranium demand forward [developing]

DOE UPRISE 2.5GW 2027/FY27 $54B: Diablo Canyon NRC 20yr ext to 2045 cleared; AZ Palo Verde 2067 APS Buckeye hub; NextEra Duane Arnold IA full own 2029 Google PPA; Constellation TMI Crane MSFT delayed 2030 PJM transmission; Palisades '26; Vistra 3 MSFT 2028; Taiwan 2028/EU Italy/Belgium/Japan 20%; Westinghouse AP1000 Rev20 Vogtle ref fleet Mar27 2026; KHNP Gori2/Kori2; NE pact Seabrook/Millstone SMR fund; NY Hochul 1GW NYPA.