Nuclear & Uranium

Arizona's taskforce report exposes data center boom challenges to the grid:

• Rapid growth outpaces utility planning and investments
• Continuous...

Oklo's plunge signals market skepticism on SMR startups amid AI data center demand:

• 40% Drop in 2026: $10k peak investment now worth $2,840 due to...

New Jersey advances nuclear for stable energy:

• Gov. Mikie Sherrill signed bill outside Salem Nuclear Plant
• Lifts 40-year moratorium on new sites,...

Key spotlight: A new metric related to data centers and electricity that may matter.

• ISO-NE wholesale costs subside in March after costly winter
  -...

Oklo's mid-2026 reactor timeline under pressure from dual vulnerabilities:

• Fading retail hype/buzz dims momentum, but rebound possible
• AI data...

Leading SMR players advance AI power strategies amid surging data center demand:

• Oklo eyes data centers with Meta 1.2GW deal by 2030; smaller...

Italian-French JV NextCleo launches to build nuclear plants using Newcleo’s 200 MW LFR-AS-200 lead-cooled fast reactors.

• Nextchem (60% stake)...

SMR and Microreactor Progress

• 🔥 Idaho DOME Test Bed Opens: Idaho National Laboratory opened the DOME nuclear test bed for privately developed...

SMRs target diesel-dependent remote mines, replacing high-carbon power amid ESG mandates and rising fuel costs.

• Reliable baseload: Up to 300 MW...

ERCOT overwhelmed: Data centers drive 87% of requests for 410,000 MW – 4-5x current peak of 85,000 MW.

• Republicans ignored long-term planning,...

• New standards regulate data center construction, installation, and operation
• Revisions target solar and nuclear requirements for alternative...

• Established hub: Oswego County hosts three reactors (Nine Mile Point 1&2, FitzPatrick) – nation's oldest operating – providing nearly half NY's...

Nuclear microreactor infrastructure accelerates amid AI-driven energy demands:

• DOME opens at Idaho National Lab – world's first test bed for private...

Key insights from Iowa's Nuclear Energy Task Force briefing:

• First-of-a-kind SMR costs ~$4B, 5 years to build
• Tax credits crucial: federal...

Key supply milestone for tightening US uranium market:

• Burke Hollow starts output in Texas with 6M lb resources—first new ISR mine since 2013's Lost...

OpenAI halts Stargate UK over high energy costs and regulatory uncertainty, stalling UK's AI hub ambitions. Stargate buildout continues elsewhere – underscoring power woes that fuel nuclear demand for AI data centers.

AI data centers drive 48.3 GW demand by 2026, exploding to 134.4 GW by 2030 and straining US grids.

• PJM pursues 15 GW emergency resources and...

NuScale Power (SMR) offers a compelling buy before May 7 earnings despite a 30%+ drop post-$507M hit:

• Pipeline revival: Updates on delayed projects...

Utility uranium procurement faces long lead times, dictated by fuel fabrication, conversion, and enrichment needs three to..., as governments decide who benefits in the nuclear supply chain.

Uranium Supply Constraints

• 🔥 Kazatomprom Cuts 2026 Targets: Kazatomprom announced a 10% reduction in its 2026 nominal production capacity to...