Nuclear & Uranium

No significant updates today.

Oklo was selected for advanced DOE negotiations to convert surplus weapons-grade plutonium into reactor fuel, positioning it as a bridge fuel for SMRs...

• Amazon locks in 2 GW: 17-year behind-the-meter PPA with Talen for Susquehanna's full output powers adjacent AI data centers.
• PJM's urgent warning:...

Poland is advancing BWRX-300 SMRs through Orlen Synthos Green Energy to deliver the stable 24/7 baseload AI data centers require, as intermittent...

The NRC has rolled out reforms to accelerate small reactor licensing, creating a clear regulatory tailwind that could shorten timelines for SMR projects.

NuScale anticipates a TVA power purchase agreement later this year to trigger site-specific pre-OEM services and support its 6 GW ENTRA1 SMR program,...

The AI boom is forcing a coordinated nuclear pivot rather than scattered moves.

• Microsoft is approving diesel backups for data centers while its...

BLSK Energy's planned 2034 pilot plant will use pyroprocessing to convert US nuclear waste into fuel for fast reactors, unlocking up to 100 times more...

• Studsvik submits second 2026 application for 600-1,400 MW SMR park at Nyköping site, targeting first reactors in the 2030s.
• Brings Sweden's total...

Oklo is advancing talks with the U.S. Energy Department to repurpose Cold War-era plutonium stockpiles as fuel for its advanced reactors, partnering...

• Oklo selected for US Energy Department talks on recycling Cold War plutonium into reactor fuel, sending shares up 12%
• Radiant chosen to site a...

X-energy and Dow cleared a major regulatory hurdle when the NRC issued an environmental assessment with a finding of no significant impact for the...

• TVA-ENTRA1 framework targets up to 6 GW of NuScale capacity as the key near-term catalyst toward binding contracts.
• NRC-approved design with...

Hadron Energy lists on Nasdaq as HDRN following its $31M SPAC merger, becoming the first publicly traded light-water micro-modular reactor company...

Sweden's SMR momentum builds with Studsvik's third government application, proposing 2-4 light-water reactors (600-1,400 MWe) at Nyköping for 2030s...

HALEU Fuel Supply Agreement

• 🔥 Antares-Urenco Deal: Antares signed a long-term enrichment services agreement with Urenco on May 25, 2026 to...

• Microsoft is rebooting an infamous US nuclear plant to power its AI data centers
• Oklo surges on BofA Buy rating, Meta 1.2 GWe deal and 14+ GWe...

Big Tech and investors are accelerating nuclear restarts and SMR development through direct PPAs and early-stage capital to meet AI's massive,...

Is the TVA-ENTRA1 project finally commercializing NuScale's SMRs?

• Deep-dive view: Up to 6 GW deployment, NRC approvals already secured, and...

Data center operators have doubled nuclear agreements to 45 gigawatts amid AI power demands tripling by 2030.

• Uranium investor Justin Huhn stays...