Nuclear policy, alliances and NRC rule changes could reshape deployment economics

An NRC proposal to remove or materially alter ALARA requirements has industry support but faces safety opposition, a November deadline and likely litigation. Six House nuclear bills advanced unanimously in committee, Korea's SMR law adds commercialization mechanisms, and the U.S., Japan and South Korea are coordinating on non-Chinese, non-Russian nuclear supply chains; implementation, financing and actual project starts remain unresolved.