Near-term large-reactor restarts and life extensions pulling demand

Palisades restart progress: turbine on turning gear, seasoned safety leadership. TMI Unit 1 restart real with Microsoft PPA; NRC public meeting July 28, final action early 2027. EDF extended life of UK's Heysham 1 and Hartlepool AGRs by two years (28 TWh). NRC accepted Ginna SLR application for 20-year extension. Diablo Canyon to 2045. Bruce Power Unit 3 refurb early/under budget. Sizewell B life extension to 2055. Westinghouse potential V.C. Summer revival. South Korea approved restart of Wolsong Unit 3. Linn County, Iowa considering nuclear exception for Duane Arnold restart with Google. European Investment Bank approved €800M for Cernavodă Unit 1 life extension, adding to European nuclear momentum.