Topic
US
Google, Constellation plan 890 MW in nuclear uprates
Google and Constellation signed a 20-year deal to add 890 MW through uprates at 11 existing reactors, with the first increase expected by 2028.
DOE offers Vistra up to $4.2B for nuclear uprates
DOE offered Vistra up to $4.2 billion in conditional financing for nuclear uprates and modernization, with 433 MW of added capacity planned.
Holtec files Palisades SMR safety report with NRC
Holtec filed a safety report for two proposed 340-MWe SMR-300 units at Palisades, completing the application package's second phase, not winning approval.
US, South Korea outline $120bn plan for eight reactors
The US and South Korea outlined Project Power, a $120 billion framework for eight reactors, but sites, schedules and commercial terms remain unsettled.
NRC approves TVA’s Clinch River BWRX-300 permit
The NRC approved TVA’s Clinch River construction permit after a 14-month review, clearing the way for a 300-MW BWRX-300 but not authorizing operation.
The U.S. nuclear fuel supply chain, explained
U.S. uranium output reached 2.1 million pounds in 2025, but domestic mines supplied just 7% of reactor uranium deliveries as enrichment investment expands.
Fuel assembly incident pauses Palisades loading
Holtec paused fuel loading at Palisades after a used assembly tilted in the reactor vessel; all 204 assemblies must be loaded before startup can advance.
Bechtel splits with TerraPower on Natrium, files 200-job WARN notice
Bechtel quit TerraPower's $4B Natrium reactor in Wyoming after the partners failed to agree on the next phase, filing a WARN notice for ~200 Reston HQ jobs.
USDA opens $175M rural co-op fund to buy, build, or restart nuclear
USDA opened a $175M loan and grant program for rural electric cooperatives to buy, build, or restart nuclear plants. Letters of interest open October 19.
Centrus and Antares sign multi-year HALEU supply contract
Centrus signed a multi-year HALEU supply contract with Antares Nuclear, with deliveries before 2030 and customer prepayments funding its Piketon expansion.
Blue Energy files NRC application for Texas gas-to-nuclear plant
Blue Energy filed Part 1 of its NRC construction permit for a Texas gas-to-nuclear plant: gas turbines first, up to five BWRX-300 SMRs behind them.
US Navy's first shore microreactor to power NWS Crane by 2028
The Department of War picked Naval Weapons Station Crane, Indiana for the Navy's first shore-based microreactor, targeting operation by September 2028.
Cameco signs exclusive offtake for all Paducah laser-enrichment output
Cameco will buy all future output from GLE's planned Paducah laser-enrichment plant under an exclusive offtake, anchoring demand for SILEX-made fuel.
NNSA market-sounds ~4M lbs/yr of U.S. uranium through the 2040s
The NNSA wants ~4M lbs/yr of U.S.-mined uranium through the 2040s, more than double projected 2025 output. Producer registration closes Sept 15.
South Korea nears $100B deal to build eight US reactors
WSJ: South Korea is finalizing a $100B-plus US energy deal — up to eight reactors, AP1000 first then APR1400, plus a Texas gas plant for AI data centers.
Centrus to supply Radiant with HALEU for Kaleidos microreactors
Definitive multi-year HALEU supply contract: Centrus will fuel Radiant's Kaleidos microreactors, with unobligated US-origin deliveries before 2030.
DOE closes $1.9B loan to restart NextEra's Duane Arnold plant
US DOE closed a loan of up to $1.9 billion to NextEra Energy to restart Iowa's Duane Arnold plant, targeting a 2029 return under a 25-year Google power deal.
NRC finds two Green radiation-safety lapses during Palisades restart
The NRC issued two Green, non-cited violations to Holtec's Palisades plant over airborne contamination and missed dose evaluations during restart work.
Unity microreactor goes viral in Australia's nuclear ban debate
A viral X thread on Deployable Energy's 1-MWe Unity microreactor, framed as 'banned in Australia,' drove a nuclear advocacy surge — here's the verified core.
US uranium production more than triples in 2025
US uranium concentrate production rose to 2.1 million pounds in 2025, more than triple 2024 output, as drilling and industry employment also climbed.
Tennessee issues first state fusion license to Type One Energy
Tennessee issued the first fusion-specific state license in the US, clearing Type One Energy to break ground on its stellarator campus at Bull Run.
Palisades fuel loading: Holtec restart timeline and what comes next
Holtec began loading fuel at Palisades, moving the 805-MWe reactor to Mode 6. Inspections and startup tests ahead of the first US restart from shutdown.
US Army picks five vendors for Janus microreactors
The US Army selected five microreactor vendors for five bases under Janus, with up to $2.2 billion planned from fiscal 2027 through 2031.
HALEU, explained: the fuel advanced reactors need
HALEU is uranium enriched above 5% and below 20% U-235 — the fuel most advanced reactors need, with U.S. supply still at demonstration scale.
Natrium timeline: every milestone from ARDP award to first power
Every dated milestone in TerraPower's Natrium project — from the October 2020 ARDP award to construction at Kemmerer and the 2031 completion target.
NRIC picks 13 projects for Nuclear Energy Launch Pad's second round
DOE's NRIC picked 13 projects from 12 developers for the Nuclear Energy Launch Pad on Aug. 24. Eight are first-time entrants; six will build on INL land.
Westinghouse eVinci microreactor reaches zero-power criticality
Westinghouse completed zero-power criticality testing of its eVinci microreactor at the US NCERC with Los Alamos and Idaho National laboratories.
Gallup: 71% oppose local AI data centers, vs. 53% for nuclear
Gallup found 71% of Americans oppose a local AI data center, compared with 53% for a nuclear plant, complicating the race to add power.
Doosan lands TerraPower Natrium contract: core barrel, guard vessel
Doosan Enerbility will forge the core barrel, guard vessel and internal supports for TerraPower's first 345 MWe Natrium reactor in Kemmerer, Wyoming.
NRC opens hearing window for Orano’s Project Ike
The NRC opened a 60-day hearing window for Orano’s $5 billion Project Ike enrichment plant and targets a 12-month license review.
FANCO tells NRC it plans HALEU fuel facility
FANCO docketed an NRC engagement plan for a Category II HALEU fuel facility supporting its 240 MWe EAGL-1 reactor and other customers.
Urenco breaks ground on New Mexico enrichment expansion
Urenco began a 2.1 million SWU expansion at its New Mexico enrichment plant, with first new cascades planned for 2032 and more through 2036.
Radiant’s Kaleidos microreactor heads to Idaho
Radiant shipped its 1 MWe Kaleidos microreactor more than 1,000 miles to Idaho National Laboratory for a five-phase DOME test campaign.
Diablo Canyon receives $271 million nuclear credit payment
DOE paid PG&E $271 million under the Civil Nuclear Credit program to support continued operation of Diablo Canyon Unit 1 in California.
Blue Energy and GVH advance 2.5 GW gas-plus-nuclear plant in Texas
Blue Energy and GVH advanced their 2.5 GW Texas gas-plus-nuclear plant: 1 GW of gas turbines by 2030, then up to five BWRX-300 SMRs from 2032. FID is 2027.
TerraPower names Hyundai E&C as EPC for up to eight Natrium reactors
TerraPower named Hyundai E&C as EPC for up to eight Natrium reactors with completion, price and performance guarantees, plus an SK Innovation Korea term sheet.
Aalo turns its July 4 criticality into a reactor mass-production push
Aalo Atomics says its July 4 zero-power criticality validated its supply chain and it is expanding into a one-million-sq-ft factory to mass-produce Aalo Pods.
Prometheus says 32 partners. INL's own roster names 33.
Every press release says DOE's Prometheus AI-nuclear program has 32 partners. INL's own roster names 33 — and archived captures show it always has.
X-energy and Centrus sign HALEU deal for Xe-100
X-energy and Centrus signed a phased LEU and HALEU enrichment agreement tied to initial Xe-100 fuel needs across an 11.5 GW commercial pipeline.
Oklo's Groves reactor reaches first criticality in Texas
Oklo says its Groves Isotope Test Reactor reached first criticality in Texas less than a year after groundbreaking under the DOE pilot program.
The ADVANCE Act, explained: what changed and where the NRC stands
The ADVANCE Act changed NRC licensing and fees. NRC’s dashboard showed 33 completed milestones and 3 in progress on September 28, 2026.
DOE nuclear funding, explained: every program paying for the buildout
DOE backs nuclear through loans, cost-shared demos, HALEU contracts and tax credits — $17.5bn in supply chain loans leads the 2026 lineup. The full map.
NRC reactor licensing process, explained
NRC reactor licensing uses safety, environmental and public reviews. Compare Parts 50, 52 and the optional Part 53 framework, effective April 2026.
How states procure new nuclear power
States buy new nuclear through a chain of planning, site readiness, competitive bids, financing, licensing and ratepayer review, not one approval.
Westinghouse files for IPO as Cameco touts AP1000 pipeline
Westinghouse Electric, owned by Cameco and Brookfield, confidentially filed for an IPO, disclosing a pipeline of up to 91 potential AP1000 reactors (~105 GWe).
CFS raises another $1 billion for commercial fusion path
Commonwealth Fusion Systems raised another $1 billion in equity, lifting total capital to $4 billion as SPARC assembly nears completion.
DOE names five states for nuclear fuel-cycle campus finalists
DOE picked Idaho, Louisiana, Oklahoma, Tennessee and Utah as finalists for Nuclear Lifecycle Innovation Campuses after 28 applications from 26 states.
NRC clears Framatome Richland for TRISO fuel work
NRC approved Framatome Richland to handle under 10% U-235 and make TRISO fuel; Lightbridge and QNI also signed a HALEU supply MoU.
DOE: four advanced reactors hit criticality in 2026
DOE says four advanced test reactors reached criticality in 2026, beating the July 4 Reactor Pilot Program target of three.
TRISO fuel, explained
TRISO is coated-particle nuclear fuel that keeps fission products inside ceramic layers — the form many advanced reactors and microreactors now specify.
TerraPower becomes first advanced reactor company to join INPO
TerraPower joined the Institute of Nuclear Power Operations on July 21, 2026 — the first advanced reactor company admitted, backing the 345-MWe Natrium build.
Oklo gets DOE startup authorization for Groves reactor
DOE authorized Oklo's Groves Isotope Test Reactor to load fuel and move toward first criticality after a just-over-10-month private-land build in Texas.
DOE picks 278 Genesis Mission projects; nuclear takes largest award
The US Department of Energy selected 278 Genesis Mission projects backed by $5B, with the $60M INL-led Prometheus nuclear project the largest award.
DOE puts $60M behind INL-led Prometheus to build reactors with AI
DOE awarded $60M over three years to the INL-led Prometheus project, a 32-partner push to apply AI across reactor design, licensing and construction.
Power NJ Act, explained
New Jersey's Power NJ Act creates a competitive procurement path for at least 1,100 MW of new nuclear, with deadlines running to July 2028.
New Jersey keeps its 1,100 MW nuclear procurement moving
Governor Mikie Sherrill keeps New Jersey's Power NJ Act on a procurement clock, with at least 1,100 MW of new nuclear and deadlines to July 2028.
New Jersey sets timeline for 1,100 MW nuclear procurement
New Jersey's Power NJ Act sets a 1,100 MW nuclear procurement clock with 180-day, 60-day, 90-day and 12-month milestones.
TerraPower begins excavation at Kemmerer Unit 1
TerraPower says crews have begun excavation at Kemmerer Unit 1, moving the 345-megawatt Natrium reactor and storage system toward foundation work.
New Jersey opens 1,100 MW nuclear procurement process
New Jersey launched a procurement program for at least 1,100 MW of new nuclear, giving the state its first competitive route to build.
Newcleo lays out NRC licensing path for 200 MWe reactor
Newcleo filed a Regulatory Engagement Plan with the U.S. Nuclear Regulatory Commission for its 200 MWe LFR-AS-200, opening pre-application talks.
NRC clears Westinghouse AP1000 exemption request
The NRC approved Westinghouse's AP1000 exemption request, removing a scheduling hurdle and keeping the design-certification renewal path open.
The nuclear decommissioning market in 2026: size, players, pipeline
Nuclear decommissioning is an $8–11bn market in 2026: 220 shut reactors, a $120bn European pipeline, US trust funds near $100bn — and a restart wrinkle.
NRC proposes removing ALARA from radiation protection rules
The NRC wants to replace ALARA with a graded approach and raise effluent dose limits, reframing how radiation compliance is judged.
GridMarket, Deployable Energy announce $22.5B data-center nuclear deal
GridMarket and Deployable Energy say a data-center nuclear partnership could reach $145 billion in lifetime value and 3 GW through 2035.
TVA's 2026 IRP puts advanced nuclear in the grid plan
TVA's 2026 IRP models 1–5 GW of new nuclear capacity, signaling that SMRs are part of long-range load planning as demand grows.
NRC lets Westinghouse seek AP1000 design certification renewal
The NRC says Westinghouse can seek renewal of the AP1000 design certification, keeping a reusable licensing path open for future reactors.
Centrus signs $900M DOE task order to scale HALEU production
Centrus says it signed a $900 million DOE task order to commercialize HALEU output, with first capacity by 2029 and total value up to $1.07 billion.
NRC targets faster nuclear licensing with NEPA streamlining proposal
The NRC would narrow NEPA reviews to impacts it can regulate, add deadlines and page limits, and give applicants a faster review path.
DOE to offer $17.5bn in nuclear supply chain loans
The US Department of Energy is offering up to $17.5bn in supply-chain loans to rebuild the nuclear industrial base and back ten new large reactors.
NRC opens environmental review of Holtec's Palisades new-build
The NRC has begun the environmental review of Holtec's plan to site two SMR-300 reactors at Palisades, pushing the Michigan project deeper into licensing.
US opens DOME, a first-of-a-kind microreactor test bed
Built inside the repurposed EBR-II containment at Idaho National Laboratory, the DOME test bed gives microreactor developers a fast track to fission testing.
