Fission today, fusion research tomorrow.
Existing fleets, life extensions, SMRs, advanced reactors, fuel and fusion research.
Nuclear power provides large amounts of steady, low-carbon electricity, and interest in it has revived as data centres and electrification push demand higher. This hub covers existing reactor fleets, life extensions, restarts, new large reactors and small modular reactors.
We focus on cost, schedule and licensing, because nuclear projects historically succeed or fail on those. Briefs separate signed contracts and regulatory approvals from memoranda of understanding and design announcements. We also follow fuel supply, including enriched uranium and HALEU, and the long-term question of waste. The aim is a clear-eyed view of what is actually being built.
EIA reports U.S. uranium production more than tripled in 2025, reaching its highest since 2017, strengthening domestic supply but not proving self-sufficiency.
DOE closed a $1.9 billion loan to restart the Duane Arnold nuclear plant, advancing financing while execution, licensing and operating risks remain.
Owners of two shuttered light-water plants filed regulatory engagement plans this quarter, with commercial power purchase counterparties disclosed in filings.