Nuclear & Uranium

• Blykalla filed for a second Swedish reactor park with up to eight lead-cooled units totaling 440 MW, following its May application and aligning with...

AI data-center growth is accelerating both new nuclear deployments and uranium supply pressure.

• Major deal signed: NANO Nuclear and Tillman target...

NuScale Power leads as the top SMR pure-play with its NRC-certified 77 MWe module, $4B market cap, and $1.9B liquidity, though minimal $11M revenue and dependence on major PPAs like TVA keep it pre-earnings with dilution risks.

Ontario's threat to cut refined uranium exports has lifted Oklo shares 11.41% to $44.22, as investors see domestic SMR developers gaining from heightened US fuel supply vulnerabilities.

• Criticality milestone: Groves test reactor achieved first criticality August 5, 2026, the fifth under DOE's Reactor Pilot Program and first on...

The DOE's Fuel Line Pilot Program will fast-track private U.S. companies to build and operate nuclear fuel fabrication lines for test reactors outside...

The Canadian Nuclear Safety Commission approved Bruce Power to run its eight reactors at higher power levels, with Bruce A now cleared for 95.5% and...

Myriad completed a CA$10.49M acquisition of Rush Rare Metals, issuing 24.98M shares to secure 100% ownership of the Copper Mountain Uranium...

Prologis launched eight commitments to address community opposition that could slow data center growth and its power needs.

• Grid and cost...

Oswego's deep familiarity with nuclear power fuels strong local backing for a new reactor, unlike much of New York.

• Local advantages: The county...

Russia positions itself as the sole nation with complete nuclear competencies from mining to closed fuel cycles.

Key expansion elements:

• 30 GWe new...

Data center power hunger is forcing nuclear policy shifts on both sides of the Atlantic as grids hit capacity limits.

• Ireland is reconsidering its...

US government and industry are deploying targeted tools to speed advanced nuclear commercialization.

• Launch Pad initiative selected 13 projects for...

Uranium futures are approaching $89/lb in August 2026 after five months rangebound in the mid-$80s, marking the highest level since early February.

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Japan's Small Modular Reactor market is projected to expand from $652.4 million in 2024 to $779.4 million by 2029 at a 3% CAGR, positioning SMRs as a...

North Carolina Senate candidate Michael Whatley stated data centers must not raise electricity or water rates on consumers and should fund their own...

X-Energy is pushing ahead on two fronts to serve AI data centers' need for reliable power.

• Fuel supply: Clark Construction has started interior...

Atomic Canyon trained nuclear-specific AI models at Diablo Canyon using DOE supercomputers and NRC data, launching Neutron there in Nov 2024 before...

Nuclear stocks fell 5-6% on interest rate worries despite strong long-term demand, while analysts rate Cameco a Moderate Buy with $145 average price...

AI is creating a virtuous cycle by accelerating nuclear development for AI-driven power demand.

• NuScale deploys nuclear AI: Purpose-built tools...