Nuclear & Uranium

Advanced reactors are shifting from concepts to active demonstrations via targeted suppliers and site projects.

• U.S. DOE Reactor Pilot Program...

Nuclear power, especially SMRs, is emerging as a strategic infrastructure advantage for data centers facing sixfold demand growth from AI, offering...

• Demand response lets data centers shift or reduce power use during peaks, easing U.S. grid pressure as AI demand surges.
• Peak reductions of...

AI infrastructure is turning into a regional contest for electricity, water, and political legitimacy rather than a simple buildout race. Spain's...

NuScale's 49% YTD drop to $7.18 reflects near-term execution risks, not the long-term SMR promise.

Key contrasts:

• Revenue reality: Just $75,000...

The DOE is committing up to $50 million to develop 12-foot silicon carbide cladding rods, strengthening safety barriers and enabling greater...

IAEA is expanding cooperation to support SMR deployment through energy planning, nuclear knowledge management, and stakeholder engagement, addressing conditions beyond reactor technology for successful commercialization.

Private investors committed 500 million zlotys (134 million euros) to support small modular reactor development in Poland. This marks an early step in moving SMR efforts from policy vision toward financeable projects.

DOE is leasing federal sites for privately funded, self-powered AI data centers to bypass slow grid connections amid surging demand.

Key...

• Centrus's multi-year HALEU deal with Antares underscores fuel supply as the key constraint for next-gen reactors.
• Terrestrial's IMSR design uses...

The BAJAA bill would streamline permitting for transmission and enhanced geothermal while mandating that hyperscalers cover their full grid impacts...

• Uranium hits $97/lb: Long-term U3O8 prices rose 13% since Sept 2025, highest in 18 years, fueled by surging power demand.
• Mining projects...

The Beck Creek Energy proposal marks an early shift from SMR concepts to site-specific environmental studies in Amherst County, Virginia, driven by...

AI is reshaping nuclear energy from both directions amid surging data center power needs.

• Data centers fuel demand for reliable baseload power,...

• Blue Energy files ERCOT interconnection for up to 1.5GW of BWRX-300 reactors at Port of Victoria, alongside first NRC construction permit submission...

DNN pulls back from $2.93 highs into a tight $2.37–$2.60 range, showing controlled consolidation rather than thesis damage. The $465M cash pile against $317M debt gives runway for Phoenix execution while traders await volume-driven reclaim of $2.60s.

Terrestrial Energy's TEF Topical Report to the NRC would let site-specific heat and power systems be built and operated before nuclear licensing,...

Analysts see greater potential for companies that can generate capacity from existing nuclear sites instead of building new reactors. This positions restarts, uprates, and expansions as the most credible near-term foundation for the renaissance.

• Indigenous-led pilot: Pabineau and Eel River Bar First Nations own the Belledune, NB TNPP using BWXT's BANR microreactor
• Transportable design:...

Fuel supply chains are as critical as reactor development itself for molten salt reactors to reach commercial scale. Thorizon's new partnership with...