Nuclear & Uranium

National energy security begins with securing needed energy when required at bearable prices.

• IEA core definition: uninterrupted availability of...

The NRC wants to narrow NEPA reviews, exempting reactor reapprovals and some new builds while dropping non-radiological factors like noise and air...

AI data center growth is stretching transformer lead times from one year to several years, with utilities now ordering equipment up to five years...

The UK approved a 20-year life extension for Sizewell B to 2055, backed by ~$1.07 billion from EDF and Centrica.

This delivers:

• Reliable low-carbon...

Tech giants have pledged more than 10 gigawatts of new nuclear capacity to meet AI data center needs for steady, carbon-free power.

• This corporate...

Long-term uranium contracts hit $93-94/lb in Q1 2026, a $9 premium over spot, as utilities pay for delivery certainty amid rigid multi-decade fuel...

NRC approval of a second SMR design marks regulatory momentum for factory-built reactors as utilities eye flexible nuclear additions to meet data...

Two major UK SMR bids highlight contrasting strategies amid rising AI-driven power demand.

• Holtec-EDF proposal: Single 300MW SMR-300 at Cottam...

PUR-1, America’s first fully digital research reactor, has launched live experiments testing AI-assisted monitoring, cybersecurity tools, digital...

NuScale's 7.4% stock drop after project delays and cost concerns directly challenges near-term revenue from its ENTRA1 partnership, including the...

Holtec's IPO filing positions the company as a bellwether for nuclear sector funding amid competing narratives.

• AI demand driver: Article 1 ties...

Missouri is advancing nuclear expansion via a new state task force to meet surging electricity demand from AI data centers and manufacturing, while...

Holtec IPO and Palisades Restart

• 🔥 Holtec Nasdaq Filing: Holtec filed for a US IPO on Nasdaq under ticker HNUC to fund SMR-300 deployment and...

Finnish regulator STUK's review of the LDR-50 SMR design is boosting its development.

Holtec Nuclear's Nasdaq IPO filing positions the vertically integrated player as a direct beneficiary of AI-driven power demand, with proceeds...

Argentina has announced a privately-financed SMR plan, marking a distinct approach in the region. This stands out as the key development from the source.

USTDA is prioritizing Türkiye for SMR cooperation to help American firms seize nuclear opportunities and support base-load power needs. The agency will focus on regulations and investment decisions to enable future commercial deployment.

• Holtec files for US IPO to ride AI power demand and SMR momentum, backed by $400M DOE funding for Palisades restart.
• USNIC stresses that reactors...

• State-funded study examines costs, benefits, and feasibility of new nuclear plants to lift decades-old ban
• Supporters argue nuclear is needed for...

TVA's Clinch River SMR project solidifies its frontrunner status in the US small modular reactor race after the NRC's final safety evaluation deemed...