Commodities Report: Uranium futures | 2026-03-11 06:00 UTC [XZPW] | Bullish | tightening

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1. https://news.ltn.com.tw/news/world/breakingnews/5365933 - * European Commission President von der Leyen acknowledged that Europe’s abandonment of nuclear power was a 'strategic mistake'. * She announced EU plans to support innovative nuclear technologies, including funding for small modular reactors (SMRs), targeting operation in the early 2030s. * Policy shift is driven by geopolitical crises, energy security concerns, and energy costs impacting competitiveness. * EU funding for nuclear includes 200 million euros sourced from the Emissions Trading System (ETS), alongside streamlining regulations. * EU countries such as France, the Netherlands, Sweden, and Belgium are embracing nuclear power, while Austria remains opposed and Spain supports green energy.
2. https://www.panarmenian.net/eng/news/331440/ - * Armenia's government has adopted a policy to keep nuclear energy as a key part of energy security. * Prime Minister Nikol Pashinyan announced the extension of the Armenian Nuclear Power Plant's operating life until 2036. * Armenia is evaluating small modular reactor (SMR) technologies with international partners. * The country aims to develop a qualified nuclear workforce by 2050 through training and education. * US-Armenia negotiations on a '123 Agreement' could lead to up to $5 billion in exports and support for nuclear projects.
3. https://energia.rp.pl/atom/art43941491-energia-jadrowa-wraca-do-lask-w-ue-bruksela-zmienia-podejscie - * Ursula von der Leyen, przewodnicząca KE, wyraziła przekonanie, że odwrót od energii jądrowej był strategicznym błędem.* * Przemówienie wygłosiła podczas sesji plenarnej Międzynarodowej Agencji Energii Atomowej w Paryżu.* * KE zmieniało swoje stanowisko wobec energii jądrowej, uznając ją za zrównoważone źródło energii w 2022 r.* * KE planuje finansowanie rozwoju małych reaktorów jądrowych.* * Von der Leyen podkreśliła znaczenie energii jądrowej w strategiach UE i bezpieczeństwie energetycznym.*
4. https://mg.co.za/partner-content/2026-03-10-africa-energy-indaba-2026-celebrates-landmark-success-with-presidential-keynote-and-strong-continental-participation/ - * The 18th Africa Energy Indaba took place from 3–5 March 2026 at CTICC in Cape Town, South Africa. * President Cyril Ramaphosa delivered a keynote emphasising energy security, regional cooperation, and natural resources. * Announcements included an additional US$10 million support for Mission 300 to connect 300 million Africans to electricity by 2030. * South Africa’s Necsa signed a cooperation agreement with Russia’s Rosatom on nuclear skills development. * The Declaration to Triple Global Nuclear Capacity by 2050 was signed during the Nuclear Forum. * The event promoted regional infrastructure projects, cross-border energy integration, and private sector investment in South Africa’s energy sector.
5. https://www.chemengonline.com/equilibrion-and-rolls-royce-smr-collaborating-to-advance-the-development-of-saf-production-via-nuclear-energy/ - * Equilibrion and Rolls-Royce SMR sign a Memorandum of Understanding to assess nuclear-powered SAF production. * The UK-based project aims to demonstrate the system by 2030, with a target of over 160 million litres of SAF annually. * The collaboration explores powering Equilibrion’s Eq.flight system with Rolls-Royce SMR’s nuclear power. * The initiative supports UK SAF targets, energy security, and decarbonisation goals, potentially creating around 10,000 jobs per facility. * The project aligns with national and international net-zero commitments and aims to enhance global SAF adoption.
6. https://world-nuclear-news.org/articles/von-der-leyen-it-was-strategic-mistake-to-turn-against-nuclear - * European Commission President Ursula von der Leyen announced EUR200 million support for innovative nuclear technologies and a strategy for small modular reactors (SMRs) in the EU. * She stated that nuclear energy's share in Europe's electricity has dropped from one-third in 1990 to 15%, which she considers a strategic mistake. * The EU aims to facilitate SMR deployment by creating regulatory sandboxes, aligning rules across member states, and supporting private investment. * The support includes a EUR200 million guarantee to de-risk investments, funded via the Emissions Trading System. * The EU seeks to strengthen its nuclear ecosystem, promote cooperation across borders, and improve skills and supply chains, despite split member state opinions on nuclear energy.
7. https://europeantimes.news/2026/03/europes-energy-shock-reopens-nuclear-debate/ - * Europe faced energy security challenges due to external shocks, notably from Middle East crises, impacting prices and industrial costs. * European Commission President Ursula von der Leyen highlighted that reducing nuclear energy increased dependence on imported fossil fuels. * The EU is considering investments in small modular reactors and faced divided member state opinions on nuclear power. * The EU is reviewing its Emissions Trading System to address volatility and affordability issues. * The energy crisis has intensified debates on sovereignty, social fairness, and the role of nuclear within Europe's energy transition.
8. https://www.emirates247.com/news/why-europe-braces-for-major-losses-in-iran-war-without-fighting/98 - * Europe faces strategic paralysis and energy insecurity due to the regional war in the Middle East. * German Chancellor Friedrich Merz criticises the decision to phase out nuclear power as a strategic mistake. * EU Commission President Ursula von der Leyen and French President Emmanuel Macron promote increased adoption of civil nuclear energy. * Von der Leyen announced a €200 million guarantee to support nuclear innovation, focusing on Small Modular Reactors (SMRs). * The share of nuclear power in Europe’s energy mix has decreased from 33% in 1990 to 15% today, prompting calls for reviving nuclear energy to enhance energy independence and reduce carbon emissions.
9. https://www.cmjornal.pt/mundo/detalhe/bruxelas-rejeita-crise-energetica-como-em-2022-mas-pede-apoios-temporarios-na-uniao-europeia - *The European Commission announced that the EU is not in a crisis as severe as in 2022 but emphasised the need for temporary, targeted measures.* *Commissioner Dan Jørgensen stated that lessons from 2022 will be considered if a future crisis occurs.* *Portugal has implemented fuel tax discounts and may extend these measures; Brussels will monitor their impact.* *The EU proposed a package of energy measures to enhance energy independence, including investments, infrastructure, and nuclear technology.* *The strategy aims to reduce fossil fuel dependence, protect vulnerable consumers, and boost EU economic competitiveness.*
10. https://radioyskl.com/2026/03/10/ue-promete-200-millones-a-tecnologias-nucleares-innovadoras/ - * The European Commission announced a €200 million fund to support private investment in low-carbon nuclear technologies, including small modular reactors (SMRs). * The funds aim to reduce investment risks and accelerate the deployment of nuclear at the start of the 2030s. * The strategy includes creating regulatory testing environments and harmonising standards across EU member states. * Ursula von der Leyen highlighted the importance of nuclear and renewable energy for energy independence and security. * The EU seeks to become a global leader in next-generation nuclear energy, reducing reliance on fossil fuel imports.
11. https://news.ltn.com.tw/news/world/breakingnews/5365933 - * European Commission President Von der Leyen acknowledges that abandoning nuclear power was a 'strategic mistake'. * She states the EU will support innovative nuclear technologies to ensure energy security amid rising oil prices and geopolitical crises. * The policy shift is in response to recent events including US-Israel actions against Iran and disruptions in the Hormuz Strait. * The EU plans to allocate €200 million for small modular reactors (SMRs) and streamline regulatory processes by 2030. * Public and political attitudes towards nuclear energy in Europe have shifted post-Fukushima, balancing between renewables and nuclear. * Europe’s current energy mix in 2024 comprises 47% renewable energy and 23% nuclear power.
12. https://ceenergynews.com/nuclear/eu-nuclear-reverse/ - * European Commission President Ursula von der Leyen announced a return to nuclear power, supporting innovative technologies such as Small Modular Reactors (SMRs), with a 200 million euro guarantee.* * The policy shift follows a historical avoidance of nuclear funding after Fukushima, citing energy supply risks and geopolitical tensions.* * European leaders, including German Chancellor Friedrich Merz, echoed the need for nuclear reopening, citing previous decommissioning as a strategic mistake.* * The European Union will work to align regulatory frameworks and speed up permitting processes for modular reactors.*
13. https://www.ilfattoquotidiano.it/2026/03/10/von-der-leyen-nucleare-errore-strategico-europa-news/8319216/ - * Ursula von der Leyen, presidente della Commissione europea, critica la riduzione della quota di energia nucleare in Europa, definendola un errore strategico. * Presenta una nuova strategia europea per i piccoli reattori modulari, puntando ad averli operativi entro gli anni '30. * Il presidente francese Emmanuel Macron fa appello a investimenti nel nucleare civile. * In Italia, Matteo Salvini sottolinea l’importanza del nucleare come elemento strategico per sicurezza energetica. * La Commissione europea ha sostenuto il nucleare nella tassonomia verde e ne riconosce il ruolo insieme alle energie rinnovabili.
14. https://thefrontierpost.com/global-nuclear-energy-governance-critical/ - • The second Nuclear Energy Summit was hosted by France in Paris, emphasising nuclear energy's role in global decarbonization. • The summit focused on regional cooperation, financing models, technological innovation, and international governance. • Challenges include inequality in access, capital-intensive projects, supply chain fragility, waste management, and safety regulation. • China expressed willingness to participate in inclusive nuclear governance and development. • The summit recognised that achieving climate goals without nuclear energy is unlikely under current technology and governance systems.
15. https://world-nuclear-news.org/articles/von-der-leyen-it-was-strategic-mistake-to-turn-against-nuclear - * European Commission President Ursula von der Leyen announced a new EUR200 million investment via the Emissions Trading System for innovative nuclear technologies. * She highlighted the EU's strategic shift towards nuclear power, emphasising its reliability and low emissions. * A European Strategy for Small Modular Reactors was introduced, focusing on regulation, investment, and cross-border cooperation. * The strategy aims for reactors to be operational in Europe by the early 2030s. * The EU's nuclear sector contributes EUR251.2 billion annually to the economy and sustains over 883,000 jobs.
16. https://www.zerohedge.com/markets/material-progress-canaccord-reiterates-buy-rating-asp-isotopes - * ASP Isotopes announces material progress towards commercial uranium enrichment. * QLE signs a Pre-Implementation Services Contract with Necsa in South Africa for an enrichment facility. * US utility and partnerships discussed for HALEU and LEU+ capacity development. * Regulatory approvals and milestones achieved for LEU+ and HALEU in US facilities. * The company's developments aim to fill the HALEU gap ahead of the 2028 Russian uranium import ban. * Stocks beaten down but expected to attract more coverage as development continues.
17. https://www.france24.com/en/tv-shows/business/20260310-eu-chief-says-turning-away-from-nuclear-energy-was-a-strategic-mistake - * The EU hosted a summit in Paris to promote civilian nuclear energy. * The European Commission announced a €200 million guarantee for innovative nuclear technologies. * Ursula von der Leyen stated it was a strategic mistake for Europe to decrease its nuclear power share. * The context includes disruptions in oil supplies due to the Iran war.
18. https://dailysceptic.org/2026/03/10/ursula-von-der-leyen-calls-abandoning-nuclear-power-a-strategic-mistake-15-years-after-supporting-the-nuclear-phase-out/ - * Ursula von der Leyen, President of the European Commission, calls abandoning nuclear power a 'strategic mistake'. * She advocates for Europe to become a global leader in nuclear technology. * The EU's share of nuclear energy has declined from one-third in 1990 to about 15%. * Germany continues to phase out nuclear power, with no plans to reverse this decision. * The article discusses policy shifts and future prospects for nuclear energy within European energy strategies.
19. https://www.emirates247.com/news/why-europe-braces-for-major-losses-in-iran-war-without-fighting/98 - * Europe faces 'major losses' due to escalation of Middle East conflict, exposing energy insecurity. * German Chancellor Friedrich Merz criticised the nuclear phase-out, describing it as a 'strategic mistake'. * European leaders, including Ursula von der Leyen and Emmanuel Macron, promote accelerated adoption of civil nuclear energy. * Von der Leyen announced a €200 million support for nuclear innovation, focusing on Small Modular Reactors. * The EU aims to have advanced SMR technology operational by the early 2030s amid global supply chain disruptions.
20. https://radioyskl.com/2026/03/10/ue-promete-200-millones-a-tecnologias-nucleares-innovadoras/ - • The European Commission announced €200 million to support private investment in innovative nuclear technologies, including small modular reactors, aiming for deployment by the early 2030s. • The funds will come from the EU Emissions Trading System and aim to reduce investment risks in low-carbon nuclear energy. • The strategy includes creating regulatory testing environments, harmonising norms, and strengthening industrial cooperation. • President Ursula von der Leyen emphasised Europe's goal to become a global leader in next-generation nuclear energy. • The EU aims to reduce dependency on fossil fuel imports, prioritising nuclear and renewable energy for energy security and industrial competitiveness.
21. https://www.wort.lu/wirtschaft/eu-setzt-auf-kleine-atomkraftwerke/140805296.html - * The European Union aims to strengthen nuclear energy as part of its climate-friendly and affordable energy strategy. * EU-Kommissionspräsidentin Ursula von der Leyen announced support for research and investments in small modular reactors (SMRs). * The EU plans to have these new technologies operational in Europe by the early 2030s. * Investment of 200 million euros will be mobilised to develop innovative nuclear technologies. * Several countries, including the UK, Czechia, Poland, China, and Russia, are advancing SMR development, with concerns about safety and waste among opponents.
22. https://peoplesworld.org/article/safety-meltdown-trumps-weakening-of-nuclear-reactor-regulations-sparks-opposition/ - * On March 4, attorneys general from several states formed a coalition to oppose the Trump administration’s new rules reducing safety and environmental requirements for experimental nuclear reactors. * The Department of Energy (DOE) overhauled safety directives, eliminating hundreds of pages of security requirements, and establishing a categorical exclusion from environmental assessments. * Critics, including scientists and officials, argue that these changes increase environmental and safety risks, citing insufficient operating experience and potentially greater radioactive waste. * The overhaul is linked to President Trump’s executive order to accelerate experimental reactors by July 4, 2026. * Reports indicate advanced reactors can produce more waste and leak more neutrons, with industry backing from tech giants such as Amazon, Google, and Meta. * The coalition warns that deregulation could harm environmental and community safety, with concerns about lack of proven safety track record for advanced reactors.
23. https://www.novinite.com/view_news.php?id=237417 - * European Commission President Ursula von der Leyen criticises EU's decision to diminish nuclear energy dependence at the Second International Nuclear Energy Summit near Paris. * She highlights that nuclear's share of EU electricity dropped from one-third in 1990 to 15% currently. * The EU plans to promote small modular reactors with a €200 million guarantee, aiming for operational status in the early 2030s. * The summit was held in Boulogne-Billancourt, France, with Bulgarian Prime Minister Andrey Gyurov and French President Emmanuel Macron in attendance. * Von der Leyen emphasised nuclear power's role in energy security, affordability, and sustainability amid rising energy prices due to Middle East conflicts.
24. https://www.latimes.com/business/story/2026-03-10/nuclear-power-promised-to-fuel-ai-soaring-costs-delays-tell-another-story - * China is building reactors at an unprecedented pace, exceeding the US in capacity by 2032. * The US plans to subsidise new facilities but has seen delays and cost overruns, exemplified by Vogtle in Georgia. * The US and Europe face industry stagnation due to past accidents, ageing reactors, and execution challenges. * China’s nuclear costs are less than a fifth of Western nations, driven by government support and domestic supply chain. * Countries like India and Russia are expanding capacity, while Europe and Japan are struggling to maintain existing plants. * Future nuclear expansion depends heavily on government backing amidst declining costs of renewables.
25. https://www.france24.com/en/tv-shows/business/20260310-eu-chief-says-turning-away-from-nuclear-energy-was-a-strategic-mistake - • European Commission President Ursula von der Leyen announced a €200 million guarantee for innovative nuclear technologies. • The summit in Paris aimed to promote civilian nuclear energy amid disruptions caused by the Iran war. • She stated that reducing nuclear power in the energy mix was a strategic mistake for Europe. • The event focused on boosting nuclear energy as a response to energy security concerns.
26. https://dailysceptic.org/2026/03/10/ursula-von-der-leyen-calls-abandoning-nuclear-power-a-strategic-mistake-15-years-after-supporting-the-nuclear-phase-out/ - - Ursula von der Leyen condemns Germany's nuclear phase-out decision in 2011, describing it as a strategic mistake. - As President of the European Commission, she promotes Europe as a leader in nuclear technology. - Vows to increase nuclear energy's share in Europe's power mix, citing its reliability and low emissions. - Germany's policy to phase out nuclear energy remains unchanged according to German officials. - The article emphasises Europe's shift in stance regarding nuclear power and its strategic implications.
27. https://www.haitinews.net/news/278914383/global-leaders-convene-in-france-for-second-nuclear-energy-summit - * The summit aims to promote understanding of nuclear energy's role in sustainable development and energy planning. * Participants will discuss extending reactor lifespans, constructing new plants, deploying small modular reactors, and developing advanced safety features. * Financing models supporting nuclear deployment and aligning climate finance are core topics. * The IAEA expands cooperation with international financial institutions, including the World Bank Group, the Asian Development Bank, and EBRD. * The event highlights the importance of predictable policies and standardisation for scaling nuclear energy.
28. https://newtalk.tw/news/view/2026-03-11/1023747 - * The second World Nuclear Conference in Paris in March 2026 signals a European policy shift towards nuclear energy. * France emphasises nuclear energy as key to independence, sovereignty, and decarbonisation. * International Atomic Energy Agency calls for increased funding and global standardisation of nuclear technology. * Multiple Eastern European countries support nuclear revival as a means to address geopolitical energy pressures and climate goals. * Germany promotes nuclear fusion research as part of its energy transition, while phasing out nuclear fission power plants.
29. https://www.novinite.com/view_news.php?id=237417 - * European Commission President Ursula von der Leyen criticises EU's decision to reduce nuclear reliance, citing dependence on imported fossil fuels. * At the Second International Nuclear Energy Summit in Boulogne-Billancourt near Paris, she highlighted the decline of nuclear power’s share from one-third in 1990 to nearly 15% today. * EU plans to promote small modular reactors with a €200 million guarantee supported by the EU Emissions Trading System, aiming for operational status in the early 2030s. * She stressed nuclear energy as a key factor for energy security, affordability, and sustainability amid recent energy price spikes caused by Middle East conflicts.
30. https://newtalk.tw/news/view/2026-03-11/1023747 - * The second world nuclear energy summit in Paris in March 2026 saw over 60 national leaders and international organisations discussing energy policy changes in Europe. * European nations are increasingly supporting nuclear power due to energy supply pressure from conflicts and geopolitical tensions, with France emphasising nuclear energy as a cornerstone of sovereignty. * France plans to build 6 new EPR2 reactors and extend existing nuclear plants to meet decarbonisation and energy independence goals. * IAEA Secretary-General Grohsi urged relaxing nuclear funding restrictions and promoting international standards for SMRs to reduce costs and improve safety. * Central European countries, including Croatia, Czech Republic, Poland, and Hungary, support nuclear power as a strategic solution to geopolitical and climate challenges. * The summit concluded with a joint statement focusing on extending current nuclear operations, standardising technologies, and developing training programmes. * Germany did not attend, instead advancing a $20 billion nuclear fusion research programme, with plans for fusion centres and a commercial fusion power plant by 2029.
31. https://thefrontierpost.com/global-nuclear-energy-governance-critical/ - • The second Nuclear Energy Summit in Paris emphasised the role of nuclear power in global decarbonisation. • Themes included regional cooperation, financing models, and technological innovation such as small modular reactors and Generation-IV systems. • Challenges identified were inequality in access, financing, supply chain fragility, safety regulation, and waste management. • China’s participation signalled its commitment to nuclear cooperation and development. • The summit underscored the need for international governance to ensure safe, equitable, and collaborative nuclear energy expansion.
32. https://www.fool.com/investing/2026/03/10/europes-first-nuscale-powered-modular-reactor-proj/ - • NuScale Power's first European project involves small modular reactors (SMRs) connected by RoPower in Romania. • NuScale's role is primarily as a consultant, with plans to build and sell SMRs but none have yet been sold. • RoPower's decision to construct the plant hinges on securing funding, which could take over six months. • NuScale's ability to scale production and deliver the first SMR remains untested, with profitability and execution risks. • The project marks a key step, but NuScale's commercial viability depends on successful reactor deployment.
33. https://azertag.az/en/xeber/eu_proposes_new_strategy_for_small_modular_reactors_232m_guarantee_to_spur_investment-4068855 - * The European Commission announced a new strategy to accelerate development of small modular nuclear reactors (SMRs), aiming for operational use in Europe by the early 2030s. * A €200 million ($231 million) guarantee will support private investment through revenues from the EU Emissions Trading System. * The goal is for SMRs to complement traditional nuclear reactors in Europe’s energy system, with emphasis on safety, flexibility, and efficiency. * The strategy aims to strengthen Europe's position in next-generation nuclear technology and promote exports. * European Commission calls for closer cooperation among EU states to streamline regulation, permitting, and workforce development.
34. https://energiesmedia.com/nuscale-power-partners-oak-ai-driven-nuclear/ - * NuScale Power in collaboration with Oak Ridge National Laboratory (ORNL) aims to develop AI-enabled nuclear fuel management systems. * The initiative focuses on analysing and optimising fuel use across a multi-reactor nuclear power plant. * The partnership intends to enhance efficiency by integrating advanced computing, machine learning, and nuclear engineering. * The system allows up to twelve modular units to operate together, processing large datasets and simulation models more efficiently. * The project suggests a shift in nuclear development towards smarter, optimised fuel management, especially for small modular reactors (SMRs).
35. https://world-nuclear-news.org/articles/von-der-leyen-it-was-strategic-mistake-to-turn-against-nuclear - * European Commission President Ursula von der Leyen announced new financial support for innovative nuclear technologies and a strategy for small modular reactors (SMRs) in the EU. * EUR200 million investment will support private investment and regulatory simplification, aiming for SMRs to be operational in Europe by the early 2030s. * She highlighted the strategic value of nuclear energy, arguing it was a mistake for Europe to reduce its nuclear share, and called for increased cooperation among member states. * The EU's nuclear sector contributes EUR251.2 billion annually to its economy and sustains over 883,000 jobs, with 13 of 27 member states currently generating nuclear power.
36. https://radioyskl.com/2026/03/10/ue-promete-200-millones-a-tecnologias-nucleares-innovadoras/ - * The European Commission will mobilise €200 million to support private investment in innovative nuclear technologies, including SMRs.
37. https://www.marketbeat.com/instant-alerts/nuscale-power-nysesmr-stock-price-down-11-should-you-sell-2026-03-10/ - * NuScale Power's stock fell 1.1% during trading, last traded at $12.03. * Several analyst reports issued, with some raising price targets and ratings, others reaffirming sell ratings. * The company's market cap is $3.59 billion, with a PE ratio of -4.16. * Last earnings report showed a loss of $0.80 per share, revenue of $1.81 million. * Executives sold shares; hedge funds acquired stakes, institutional ownership is over 78%. * NuScale Power develops small modular nuclear reactors, headquartered in Portland, Oregon.
38. https://www.benzinga.com/trading-ideas/movers/26/03/51156411/uranium-energy-q2-revenue-beats-estimates-on-uranium-sales-shares-hold-steady - * Uranium Energy reported second-quarter revenue of $20.20 million, beating estimates of $5.0 million. * Sales included 200,000 pounds of U₃O₈ at an average price of $101 per pound. * The firm produced 45,743 pounds of uranium concentrate at a cost of $44.14 per pound. * Construction of the Burke Hollow in-situ recovery uranium project in Texas is pending final regulatory approval. * Production capacity was expanded at Christensen Ranch, Wyoming. * Assets included $818 million in liquid assets, with no debt and 1,456,000 pounds of U₃O₈ inventory valued at $144 million. * Shares traded flat, down 1.70% at $13.33.
39. https://www.mining-technology.com/news/denison-mines-begins-wheeler-north-2026-exploration/ - * Denison Mines, in partnership with Skyharbour Resources, launches a 2026 exploration programme at Wheeler North, Saskatchewan. * The programme includes around 2,500m of diamond drilling, part of a 7,500m campaign. * The project is fully funded, with Denison aiming to increase its stake to 70% through exploration investment. * Targets include the Fox Lake Trail, Fork, and Sphinx areas, with recent geophysical surveys enhancing prospectivity. * The exploration focuses on high-grade uranium mineralisation potential, including a notable discovery hole at Fork.
40. https://www.marketbeat.com/instant-alerts/uranium-energy-nyseamericanuec-shares-up-79-heres-what-happened-2026-03-10/ - * Uranium Energy Corp. shares increased by 7.9% during mid-day trading. * The stock traded as high as $14.75 and last traded at $14.63. * Several analysts issued new price targets and ratings, including Goldman Sachs and National Bank Financial. * The company's market capitalisation is $7.28 billion, with a negative P/E ratio of -125.05. * Institutional investors increased their holdings in the stock in recent quarters. * Uranium Energy focuses on uranium exploration and production via in-situ recovery methods, with operations in South Texas.
41. https://www.marketbeat.com/instant-alerts/ur-energy-nyseamericanurg-trading-up-87-should-you-buy-2026-03-10/ - ['* Ur Energy Inc (NYSEAMERICAN:URG) stock increased by 8.7% during mid-day trading.', '* The company traded as high as $1.57 with trading volume of approximately 3,313,691 shares.', "* Ur Energy's core activity involves uranium exploration, development, and production in the US.", '* The flagship Lost Creek Project in Wyoming commenced commercial production in 2013.', '* Institutional investors like AQR Capital Management and Fourth Sail Capital increased holdings.']
42. https://www.gurufocus.com/news/8696000/urenergy-urg-reports-decline-in-revenue-and-earnings - * Ur-Energy Inc. (URG) reported a fiscal year GAAP earnings per share of -$0.20 and a 19.3% revenue decline. * The company's revenue was $27.21 million, short of expectations by $0.66 million. * Ur-Energy operates uranium mining and recovery in Wyoming, including the Lost Creek in-situ recovery facility. * The mine received a licence amendment allowing expansion of existing mining activities. * The company issued $100 million in convertible notes following a stock drop. * Financial health indicators suggest potential distress and operational issues.
43. https://www.marketbeat.com/instant-alerts/cameco-nyseccj-trading-34-higher-on-analyst-upgrade-2026-03-10/ - * Cameco Corporation (NYSE:CCJ) increased by 3.4% after an analyst upgrade and target adjustment. * Multiple brokerages have issued bullish ratings and raised target prices for Cameco. * Institutional investors have increased their stakes, with Tobam acquiring significant shares. * Cameco reported quarterly earnings of $0.36 EPS, beating estimates, with revenue of $874.57 million. * The company is a major uranium producer engaged in exploration, mining, and sale of uranium concentrate.
44. https://www.prnewswire.com/news-releases/denison-reports-financial-and-operational-results-for-2025-and-final-investment-decision-to-construct-the-phoenix-isr-uranium-mine-302710200.html - * Denison Mines reported its 2025 financial and operational results alongside its final investment decision to construct the Phoenix ISR uranium mine. * The company received all necessary permits and regulatory approvals in February 2026 to begin construction, with site preparation planned to start in March 2026. * The Phoenix project has an updated estimated capital cost of approximately $600 million and aims for first production by mid-2028. * Denison advanced its exploration activities, including discovery of high-grade mineralisation near Gryphon and ongoing development of Midwest deposits. * In 2025, Denison-based joint ventures aimed at uranium exploration saw new formations and partnership agreements, including with Skyharbour Resources and Cosa Resources.
45. https://mining.com.au/high-grade-uranium-samples-at-skull-creek-in-colorado/ - * High-grade uranium results with samples up to 4,257ppm in Colorado's Skull Creek uranium project. * Uranium mineralisation identified across a 17km strike of sandstone. * Exploration includes soil sampling, geochemistry, and permitting for drilling. * Pioneer Minerals, an ASX-listed company, advancing exploration activities in Colorado. * Project aims at low-cost in-situ recovery mining.
46. https://www.capital.bg/politika_i_ikonomika/sviat/2026/03/10/4890326_iadrenoto_vuzrajdane_na_franciia/?ref=rss - * France’s government confirms plans to build six new nuclear reactors, targeting increased low-carbon electricity production. * The strategy involves extending operations of existing reactors and adding new large-scale reactors, including near Flamanville. * The Flamanville nuclear plant’s new reactor, delayed since 2007 due to technical issues, was connected to the grid in December 2024. * The government aims to decide by 2026 on building an additional eight reactors, with the first new one not expected before 2038. * This reflects France's broader energy policy focusing on nuclear power amidst debates on renewable energy expansion.
47. https://nuclear-news.net/2026/03/10/1-b1-canada-will-soon-release-new-electricity-and-nuclear-strategy-minister-says/ - * Canada’s Energy and Mining Minister Tim Hodgson announced the government will release a new electricity and nuclear strategy in the coming months. * The strategy aims to address rising demand for nuclear energy. * The statement was made at CIBC’s nuclear summit. * The timing is expected to be within weeks, according to Hodgson.
48. https://www.thediplomat.ro/2026/03/10/interview-cosmin-ghita-nuclearelectrica-romania-is-moving-from-a-low-cost-location-to-a-strategic-value-creation-platform-within-cee/ - * Romania's energy security and decarbonisation are central to its strategic agenda, with nuclear energy playing a key role. * The country has seen a 57% increase in FDI project numbers in 2024 and ranks 13th in Europe for FDI attractiveness. * Investments in nuclear, renewable, and gas projects aim to secure stable, low-carbon energy supply. * Romania's advantages include a diversified energy mix, indigenous resources, and EU funding instruments. * Future growth opportunities involve developing indigenous energy projects, digitalisation, and regional energy exports. * Nuclearelectrica plans capacity expansion, innovative nuclear projects, and human resource development over the next 3–5 years. * The country’s economic strategy should prioritise stable policies, interconnectivity, and EU integration. * Key reforms include predictability, speed, institutional stability, and sector synergies.
49. https://african.business/2026/03/energy-resources/africa-energy-indaba-highlights-urgency-of-power-investment - - The 18th Africa Energy Indaba was held from 3–5 March 2026 at the Cape Town International Convention Centre. - South African president Cyril Ramaphosa emphasised energy security, infrastructure development, and regional cooperation. - The event highlighted Africa’s natural resource potential and the need to address the electricity access gap for over 600 million Africans. - The Rockefeller Foundation announced an additional $10 million to support the Mission 300 initiative targeting electricity connection for 300 million Africans by 2030. - South Africa’s Necsa signed an MOU with Russia’s Rosatom to expand nuclear power capacity and strengthen nuclear skills development. - The Declaration to Triple Global Nuclear Capacity by 2050 was signed, supporting nuclear energy’s role in energy security and decarbonisation.
50. https://southernmarylandchronicle.com/2026/03/10/marylands-main-energy-producer-is-growing-but-concerns-about-nuclear-energy-remain/ - * Calvert Cliffs, Maryland’s main energy producer, underwent a $100 million upgrade, increasing its capacity by 10%. * Constellation proposed further expansion, potentially producing 5,800 MW, to meet rising electricity demand. * The plant's expansion aims to support climate goals by providing carbon-free energy, preventing millions of tons of CO2 emissions annually. * Environmental concerns persist due to historical nuclear accidents and waste storage issues. * Experts highlight costs, safety, waste management, and global nuclear expansion trends as key factors influencing nuclear energy's future.
51. https://www.cmjornal.pt/mundo/detalhe/von-der-leyen-anuncia-200-milhoes-de-euros-para-ue-investir-no-nuclear-e-evitar-vulnerabilidades - • A presidente da Comissão Europeia anunciou uma garantia de 200 milhões de euros para incentivar investimento privado em tecnologias nucleares inovadoras, durante a Cimeira sobre Energia Nuclear em Paris. • A iniciativa visa reduzir vulnerabilidades na dependência de importações de gás e petróleo do Médio Oriente. • O objetivo inclui reforçar a segurança energética e a competitividade industrial através de uma combinação de energia nuclear e renováveis. • A estratégia inclui o desenvolvimento de pequenos reatores modulares na Europa na década de 2030 e uma reforma regulatória. • O anúncio ocorre num contexto de tensões militares na região do Médio Oriente que ameaçam colapsar os mercados energéticos internacionais.
52. https://conservativehome.com/2026/03/10/peter-franklin-our-shallow-and-simplistic-debate-over-energy-policy-is-a-threat-to-national-security/ - • The article discusses the UK's energy insecurity amid geopolitical conflicts, notably with Iran and Russia. • It critiques current policies such as the 2030 decarbonisation target and bans on new oil exploration in the North Sea. • The article examines the challenges and costs associated with nuclear power, including delays at Hinkley Point C and the potential of Small Modular Reactors. • It advocates for aligning environmental and energy security policies, reducing decarbonisation targets, and adopting a strategic industrial approach. • The article underscores the need for a realistic, practical energy policy emphasising security, affordability, and technological progress.
53. https://www.ceskenoviny.cz/zpravy/jadro-je-klicem-k-energeticke-nezavislosti-eu-rekl-na-summitu-macron/2797330?utm_source=rss&utm_medium=feed - * French President Emmanuel Macron stated nuclear energy is essential for European energy independence, sovereignty, decarbonisation, and competitiveness. * Macron called for EU standardisation, better energy market connections, and consolidation of government support frameworks. * He criticised the EU taxonomy for nuclear as currently categorised as a temporary green source and advocated for its recognition as a long-term resource. * Macron highlighted the need for EU countries to enhance uranium enrichment capacities, noting current reliance on imports from Russia. * The summit also included the participation of other national leaders and IAEA head Rafael Grossi, with discussions on uranium capacity and Russian oil transit through Ukraine.
54. https://index.hu/kulfold/2026/03/10/ursula-von-der-leyen-nemetorszag-atomenergia-europai-unio-emmanuel-macron/ - * Ursula von der Leyen stated at the Paris Nuclear Energy Summit that Europe must rely on low-carbon energy sources, including nuclear and renewables, for energy stability and independence. * She emphasised the reliable, 24/7 power generation capability of nuclear energy and Europe's long-standing role in nuclear technology development. * The European Commission announced a new strategy to develop small modular reactors (SMRs) and will allocate 200 million euros to promote their development. * French President Emmanuel Macron called for enhanced EU-wide financing and support for nuclear projects, especially SMRs, and for cross-border cooperation to facilitate zero-carbon electricity across Europe.
55. https://www.abendzeitung-muenchen.de/politik/von-der-leyen-kuendigt-strategie-fuer-kernenergie-ausbau-an-art-1117724 - * Europa plant ein neues strategisches Programm für den Ausbau der Kernenergie, insbesondere für kleine Reaktoren, bis Anfang der 2030er Jahre. * Die EU verfolgt das Ziel, die Technologie für kleinere modulare Reaktoren zu entwickeln und zu implementieren. * Es werden Investitionen in innovative Kerntechnologien in Höhe von 200 Millionen Euro angekündigt, um Risiko und Investitionsbedingungen zu verbessern. * Die Strategie beinhaltet Vorschriftenangleichungen, um die Zusammenarbeit über europäische Grenzen hinweg zu erleichtern. * Ziel ist es, Europa als globalen Führer in der nächsten Generation der Kernenergie zu positionieren.
56. https://www.bernama.com/misc/rss/news.php?id=2532804 - * French President Emmanuel Macron advocates for nuclear energy as key to independence, energy sovereignty, and decarbonisation. * He calls for greater cooperation, standardisation, and investment at the Nuclear Energy Summit in Paris. * Macron highlights the importance of standardisation among countries for competitiveness. * He urges the EU to advance large-scale projects, pooled resources, and collective financing. * The speech emphasizes nuclear energy's role in European energy strategies and economic growth.
57. https://www.focus.de/politik/ausland/von-der-leyen-abkehr-von-atomkraft-war-strategischer-fehler_c9bfb2a6-dbb1-4844-80b3-7db1a5acebba.html - * EU-Kommissionspräsidentin Ursula von der Leyen bezeichnete die Abkehr von Atomkraft als 'strategischen Fehler'. * Sie kündigte eine Risiko-Absicherung in Höhe von 200 Millionen Euro für Investitionen in neue Atomtechnologien an. * Die Mittel stammen aus dem Emissionshandel, um die Entwicklung kleiner modularer Reaktoren in Europa bis Anfang der 2030er Jahre zu fördern. * Von der Leyen möchte die Entwicklung der Mini-Atomkraftwerke durch angeglichene Vorschriften vorantreiben. * Ziel ist es, Investitionen in innovative Kerntechnologien zu fördern und die Energieversorgung in Europa zu sichern.
58. https://taarifa.rw/2026/03/10/nuclear-energy-key-to-rwandas-vision-of-becoming-a-high-income-nation-by-2050-kagame-says/?utm_source=rss&utm_medium=rss&utm_campaign=nuclear-energy-key-to-rwandas-vision-of-becoming-a-high-income-nation-by-2050-kagame-says - * Rwanda’s President Paul Kagame reaffirmed the country’s commitment to integrating nuclear energy into its development strategy during the Nuclear Energy Summit in France.* * The summit, hosted by France and organised with the IAEA, brought together representatives from around 60 countries in Boulogne-Billancourt near Paris.* * Kagame highlighted nuclear power's role in supporting Rwanda’s ambition to become a high-income country by 2050.* * Rwanda plans to explore Small Modular Reactors (SMRs) to meet its growing energy demand, with assessments conducted by the IAEA.* * The summit discussed nuclear energy’s contribution to development, energy security, and climate challenges, amidst geopolitical tensions and global energy demands.*
59. https://www.kathimerini.gr/world/564117547/oyrsoyla-fon-nter-laien-ape-kai-pyriniki-energeia-gia-ti-meiosi-ton-timon-ilektrikoy/ - • The European Commission President emphasised the importance of nuclear energy alongside renewables in reducing energy prices. • She proposed developing small modular reactors (SMRs) to enhance energy security and reduce emissions. • The European Union's strategy includes combining renewable and nuclear energy sources to create a resilient, low-carbon energy system. • She highlighted Europe's decline in nuclear energy share as a strategic mistake. • The Commission plans measures such as simplifying regulations, mobilising investment, and fostering EU collaboration for nuclear technology.
60. https://almassaa.com/%D8%A8%D8%A7%D8%B1%D9%8A%D8%B3-%D8%A3%D8%AE%D9%86%D9%88%D8%B4-%D9%8A%D9%85%D8%AB%D9%84-%D8%A7%D9%84%D9%85%D9%84%D9%83-%D9%85%D8%AD%D9%85%D8%AF-%D8%A7%D9%84%D8%B3%D8%A7%D8%AF%D8%B3-%D9%81%D9%8A-%D8%A7/ - * The summit began in Paris, organised by French President Emmanuel Macron and the International Atomic Energy Agency. * Moroccan Prime Minister Aziz Akhannouch represented King Mohammed VI at the event. * The summit includes heads of states, government officials, international organisations, financial institutions, industrial actors, and experts. * It aims to discuss the role of civil nuclear energy in addressing global energy and climate challenges. * The summit seeks to promote nuclear energy for energy security, low-carbon transition, and industrial development. * It follows the first summit held in Brussels in March 2024, and is part of a broader international framework with key meetings in 2026.
61. https://www.lavieeco.com/pouvoirs/akhannouch-le-maroc-considere-lintegration-du-nucleaire-civil-dans-le-mix-energetique-comme-un-prolongement-naturel/ - * Morocco's Prime Minister Aziz Akhannouch states the country's intention to integrate civil nuclear energy, highlighting its strategic importance and potential applications. * The global summit on nuclear energy, held in Paris, discusses the role of nuclear power in energy transition, security, and climate goals. * Morocco's energy strategy includes renewable energy development, with targets of over 46% capacity from renewables by 2025 and 52% by 2030. * The country leverages its phosphates containing natural uranium, underlining a strategic advantage. * The summit aims to shape international policies on nuclear energy's role in climate change adaptation and energy security.
62. https://skillings.net/uraniums-geopolitical-fault-line-kazakhstan-moves-toward-nationalization-forcing-western-exit/ - * Kazakhstan's government amended the Subsoil Use Code on December 26, 2025, effectively ending foreign-led uranium exploration in the country. * New amendments grant Kazatomprom priority rights, with private companies facing 75%-90% state stakes and restrictions on technology transfer and off-take guarantees. * Western companies, including Laramide Resources, have abandoned projects due to the new legal environment. * Kazakhstan, responsible for 40% of global uranium, aims to consolidate resources amid declining reserves and strategic shift towards Russia and China. * The move could create a supply gap of 400 million pounds of uranium by 2040, impacting global energy security and the green energy transition.
63. https://nuclear-news.net/2026/03/10/1-b1-canada-will-soon-release-new-electricity-and-nuclear-strategy-minister-says/ - • Canada’s Energy and Mining Minister Tim Hodgson announced the government will release a new electricity and nuclear strategy in the coming months. • The strategy aims to address rising demand for nuclear energy. • Minister emphasised investor clarity, speed, and direction as key priorities. • The announcement was made at CIBC’s nuclear summit. • Publication date: 5th March 2026.
64. https://www.onlygoodnewsdaily.com/post/bill-gates-company-approved-to-build-nuclear-power-station - * The US Nuclear Regulatory Commission approved TerraPower's Natrium reactor for construction in Kemmerer, Wyoming. * The approval marked the first US reactor construction approval in a decade. * The project was accepted in May 2024 and is scheduled to come online in 2030. * The plant is expected to cost approximately US$4 billion. * TerraPower was founded by Bill Gates and backed by the US Department of Energy, with efforts to streamline nuclear regulations in the US.
65. https://cowboystatedaily.com/2026/03/09/nrc-hands-terrapower-nuclear-plant-construction-permit-in-historic-ceremony/ - * TerraPower awarded construction permit for the Kemmerer Unit 1 Natrium reactor after extensive safety reviews and preparations. * The reactor is the first Generation 4 commercial power reactor approved in the US and the first advanced sodium fast reactor. * The permit process involved innovative safety reviews, environmental assessments, and cooperation with the NRC. * The approval signals US commitment to advancing nuclear technology and aims to facilitate international deployment. * Construction of the plant will begin soon, with further licensing steps pending to enable operation.
66. https://www.abendzeitung-muenchen.de/politik/von-der-leyen-kuendigt-strategie-fuer-kernenergie-ausbau-an-art-1117724 - * Europa will den Ausbau der Kernenergie fördern, um eine erschwingliche und klimafreundliche Stromversorgung zu sichern. * EU-Kommissionspräsidentin Ursula von der Leyen stellte eine neue Strategie für kleine modulare Reaktoren vor, mit Ziel der Einsatzfähigkeit bis Anfang 2030er Jahre. * Vorschriften sollen angeglichen werden, um die Entwicklung von Mini-Atomkraftwerken zu fördern. * Investitionen in innovative Kerntechnologien werden durch eine Garantie in Höhe von 200 Millionen Euro unterstützt. * Ziel ist es, das gesamte nukleare Ökosystem von Brennstoffen bis Technologie zu stärken, um Europa zu einem führenden Zentrum in der Kernenergie der nächsten Generation zu machen.
67. https://www.zeit.de/politik/ausland/2026-03/frankreich-emmanuel-macron-atomenergie-gipfel-paris-eu - * EU-Kommissionspräsidentin Ursula von der Leyen bezeichnete die Abkehr von der Atomkraft als 'strategischen Fehler' und bedauerte den Rückgang am europäischen Energiemix. * Sie kündigte Risikoabsicherungen in Höhe von 200 Mio. Euro für private Investitionen in neue Atomtechnologien an, finanziert aus dem EU-Emissionshandel. * Die EU plant eine Strategie für kleine modulare Reaktoren, mit Ziel, diese bis Anfang der 2030er Jahre einsatzbereit zu haben. * Frankreichs Präsident Macron forderte einen Ausbau der Atomenergie und bessere Finanzierungsmöglichkeiten, sowie die Gleichstellung von Atomenergie und erneuerbaren Energien. * Macron erwähnte die Nutzung von Atomstrom für KI und Rechenzentren in Frankreich. * Griechenland plant die Entwicklung kleiner Kernreaktoren, um zum nationalen Energiemix beizutragen. * US-Unterstaatssekretär Thomas DiNanno kündigte Unterstützung der USA für die Entwicklung ziviler Kernenergie an. * Über 40 Staaten nehmen am Gipfel teil, Fokus auf Atomenergie als Alternative zu fossilen Brennstoffen nach Energieversorgungskrisen.
68. https://www.capital.bg/politika_i_ikonomika/sviat/2026/03/10/4890326_iadrenoto_vuzrajdane_na_franciia/?ref=rss - * France's energy strategy plans to build six new nuclear reactors and extend the lifespan of existing reactors. * The strategy reduces ambitions for renewable energy expansion in favour of nuclear, influenced by debates over funding. * The Flamanville nuclear power plant near France's north-west coast reached full capacity in December 2025 after delays. * The government will decide in 2026 whether to continue building up to eight additional reactors. * The strategy aims to increase low-carbon energy efforts amid broader global trends and forecasts of nuclear capacity doubling by 2050.
69. https://www.thediplomat.ro/2026/03/10/interview-cosmin-ghita-nuclearelectrica-romania-is-moving-from-a-low-cost-location-to-a-strategic-value-creation-platform-within-cee/ - * Cosmin Ghiță, CEO of Nuclearelectrica, discusses Romania's potential to lead in nuclear energy and regional energy resilience. * Highlights the country's diversified energy mix, indigenous resources, and strategic position within CEE. * Notes recent FDI growth (57% in 2024) and projects like Cernavoda Units 3 and 4, SMRs, wind, solar, and gas developments. * Emphasises the importance of regulation, predictability, and long-term planning for investment. * Mentions future priorities including capacity expansion, innovative projects, workforce development, and regional energy hub potential.
70. https://law.asia/nuclear-energy-regulation-india/ - * The Act supports India’s nuclear energy ambitions and AI-enabled nuclear technologies, with increased regulatory powers for the government and Atomic Energy Regulatory Board. * It establishes penalties for contraventions, with monetary fines and imprisonment up to five or ten years, depending on the offence. * The Act assigns responsibility for safety and security to licensees and facility owners, reversing the burden of proof. * Procedural safeguards are included, but some offences cannot be compounded. * Responses to the Act vary, with concerns over its impact on investment and innovation, especially in AI-enabled nuclear technology.
71. https://www.onlygoodnewsdaily.com/post/bill-gates-company-approved-to-build-nuclear-power-station - • The US Nuclear Regulatory Commission approved TerraPower's Natrium Gen IV reactor in May 2024, allowing construction in Kemmerer, Wyoming. • It is the first US reactor approval in a decade, with the project targeting online operation in 2030. • TerraPower was founded by Bill Gates and backed by the US Department of Energy. • The project aims to revive the US nuclear sector with streamlined safety regulations. • The estimated cost of the plant is around $4 billion, with future projects expected to cost about $1 billion.
72. https://www.cmjornal.pt/mundo/detalhe/von-der-leyen-anuncia-200-milhoes-de-euros-para-ue-investir-no-nuclear-e-evitar-vulnerabilidades - * The European Commission president Ursula von der Leyen announced a guarantee of 200 million euros to support private investment in innovative nuclear technologies.
73. https://index.hu/kulfold/2026/03/10/ursula-von-der-leyen-nemetorszag-atomenergia-europai-unio-emmanuel-macron/ - * Ursula von der Leyen outlined Europe’s need to rely on low-carbon energy sources, including nuclear power, at the Paris Nuclear Energy Summit. * She highlighted nuclear energy’s stability and its importance for Europe’s energy independence and climate targets. * The European Commission proposes a new strategy to develop small modular reactors (SMRs) with €200 million in guarantees to attract private investment. * French President Emmanuel Macron called for increased funding and support for nuclear expansion, especially SMRs, and for strengthened cross-border cooperation in the EU energy market. * Discussions included boosting competitiveness, technological development, and facilitating the free flow of low-carbon electricity across borders.
74. https://cowboystatedaily.com/2026/03/09/nrc-hands-terrapower-nuclear-plant-construction-permit-in-historic-ceremony/ - * TerraPower is approved by the NRC to begin construction of the Kemmerer Unit 1 Natrium reactor in Maryland. * The permit process involved the fastest environmental review and a significant safety review, both completed ahead of schedule. * The reactor is the first Generation 4 commercial power reactor approved for construction in the US. * Construction is set to begin soon, with testing facilities already in development. * The approval is positioned as a step forward for American nuclear technology globally. * TerraPower aims to commercialise advanced nuclear technology and expand to international markets. * The company emphasises that ratepayers in Wyoming and Utah will not bear initial costs.
75. https://www.abendzeitung-muenchen.de/politik/von-der-leyen-kuendigt-strategie-fuer-kernenergie-ausbau-an-art-1117724 - * Europa plant die Förderung des Ausbaus der Kernenergie, einschließlich kleiner Reaktoren. * Ursula von der Leyen stellte eine neue Strategie für kleine modulare Reaktoren vor, mit Ziel bis Anfang der 2030er Jahre Einsatzbereitschaft. * Vorschriften sollen harmonisiert werden, um grenzüberschreitende Kooperation bei Mini-Atomkraftwerken zu erleichtern. * Investitionen in innovative Kerntechnologien werden mit 200 Millionen Euro garantiert, um Investitionsrisiken zu senken. * Ziel ist die Stärkung des Nuklear-Ökosystems in Europa, um eine führende Rolle in der Kernenergie der nächsten Generation einzunehmen.
76. https://www.bernama.com/misc/rss/news.php?id=2532804 - * French President Emmanuel Macron advocates for nuclear energy to achieve independence, energy sovereignty, decarbonisation, and carbon neutrality by 2050, during the Nuclear Energy Summit in Paris. * Macron stresses the importance of competitiveness, standardisation, and reducing emissions through nuclear power. * He calls for European collaboration on large-scale projects, pooled resources, collective financing, and interconnections. * Macron urges public and private stakeholders to invest further in civil nuclear power development. * The speech highlights France's and Europe's focus on expanding nuclear energy policies and infrastructure.
77. https://www.focus.de/politik/ausland/von-der-leyen-abkehr-von-atomkraft-war-strategischer-fehler_c9bfb2a6-dbb1-4844-80b3-7db1a5acebba.html - * EU-Kommissionspräsidentin Ursula von der Leyen calls the move away from nuclear energy a 'strategic mistake' during an international meeting. * She announces a €200 million risk coverage fund from EU emissions trading for private investments in new nuclear technologies. * The EU aims to have small modular reactors operational in Europe by the early 2030s. * Regulations across Europe should be aligned to support the development and deployment of mini-nuclear reactors. * Investments will be supported to reduce risks and improve conditions for nuclear energy projects in Europe.
78. https://www.onlygoodnewsdaily.com/post/bill-gates-company-approved-to-build-nuclear-power-station - * The US Nuclear Regulatory Commission approved TerraPower's Natrium Gen IV reactor for construction in Kemmerer, Wyoming, in 2024. * This is the first US reactor approval in a decade. * TerraPower, founded by Bill Gates, is backed by US government and major investors. * The project aims to revive US nuclear sector with a streamlined regulatory process. * The reactor is scheduled to come online in 2030, with an estimated cost of around $4 billion.
79. https://www.abendzeitung-muenchen.de/politik/von-der-leyen-kuendigt-strategie-fuer-kernenergie-ausbau-an-art-1117724 - * EU-Kommissionspräsidentin Ursula von der Leyen kündigt eine neue europäische Strategie für kleine modulare Reaktoren bis Anfang der 2030er Jahre an. * Ziel ist, den Ausbau der Kernenergie zu fördern, um die Stromversorgung klimafreundlich und erschwinglich zu machen. * Vorschriften sollen innerhalb Europas angeglichen werden, um die Entwicklung der Mini-Atomkraftwerke zu beschleunigen. * Die EU wird Investitionen in innovative Kerntechnologien mit 200 Millionen Euro unterstützen, um Risiken zu senken und Investoren anzuziehen. * Es wird angestrebt, Europas nukleare Industrie zu stärken, inklusive Brennstoffe, Lieferketten und Kompetenzen, um ein führendes Zentrum der Kernenergie der nächsten Generation zu werden.
80. https://www.energyvoice.com/renewables-energy-transition/nuclear/593685/rolls-royce-smr-to-explore-role-of-nuclear-in-sustainable-aviation-fuel-production/ - ['* Rolls-Royce SMR and Equilibrion sign MoU to evaluate nuclear energy for sustainable aviation fuel (SAF) production using small modular reactors (SMRs).', '* The partnership aims to assess how heat and electricity from SMRs can power industrial processes like hydrogen and synthetic fuel synthesis.', '* Wylfa in North Wales selected as the site for the UK’s first SMR reactor, with a UK-based demonstration of Eq.flight planned for 2030.', '* The project could produce over 160 million litres of SAF annually, meeting about a third of the UK’s 2040 PtL target.', '* The initiative promotes decarbonisation in aviation and underlines nuclear energy’s role in the UK’s energy transition.']
81. https://skillings.net/uraniums-geopolitical-fault-line-kazakhstan-moves-toward-nationalization-forcing-western-exit/ - * Kazakhstan amended its Subsoil Use Code on December 26, 2025, ending foreign-led uranium exploration in the country. * Western companies, including Laramide Resources, exited Kazakhstan’s uranium projects by March 2026 due to new ownership and technology transfer rules. * Kazakhstan, accounting for roughly 40% of global uranium production, intends to retain all exploration upside and facilitate state control. * The move aims to secure domestic uranium supply for planned nuclear power plants amidst declining reserves. * The nationalisation risks creating a significant global supply gap, with projections of 400 million pounds needed by 2040, complicating international supply chains.
82. https://www.prnewswire.com/news-releases/uranium-energy-corp-reports-results-for-second-quarter-of-fiscal-2026-302708835.html - * Uranium Energy Corp (NYSE American: UEC) announced fiscal Q2 2026 results, including $818 million in liquid assets and no debt. * Operations expanded with new in situ recovery (ISR) facilities in Wyoming and Texas, pending regulatory approvals. * The company produced 45,743 pounds of uranium at a Total Cost per Pound of $44.14. * Construction of Burke Hollow ISR project in Texas was completed, with startup preparations ongoing. * The US government investigation concluded the country is overly reliant on foreign processing, with uranium added to the Critical Minerals List, prompting policy considerations.
83. https://www.insidermonkey.com/blog/10-must-buy-mining-stocks-to-invest-in-1711073/ - • The article discusses developments in the uranium mining industry, including exploration, licences, and technological methods. • It highlights investments and operational aspects related to the uranium sector. • Specific companies, projects, or geographical regions beyond general industry context are not detailed. • Focus is on sector-wide updates relevant to uranium exploration and mining.
84. https://skillings.net/uraniums-geopolitical-fault-line-kazakhstan-moves-toward-nationalization-forcing-western-exit/ - • Kazakhstan amends Subsoil Use Code, ending foreign-led uranium exploration. • New laws require foreign partners to transfer technology and accept 75–90% state stakes. • Western companies like Laramide Resources abandon projects; US and Canada explore safer jurisdictions. • Kazakhstan accounts for 40% of global uranium production; faces declining reserves. • Global uranium demand projected to reach 400 million pounds by 2040, risking supply shortages.
85. https://themarketonline.com.au/lotus-resources-ramps-up-kayelekera-uranium-production-2026-03-10/ - • Lotus Resources advances uranium production at Kayelekera mine in Malawi, with the acid plant commissioning underway. • The company completed a A$76 million placement to support ramp-up and steady state production planned for CY26. • Processing plant operated at 80% capacity in February; aims for steady-state output in Q2 CY26. • Acid plant cold commissioning is ongoing; hot commissioning planned for April. • Financial position strengthened with A$145 million cash after recent capital raising. • Progress includes pressure testing of key components for project upgrades.
86. https://www.theguardian.com/commentisfree/2026/mar/09/the-guardian-view-on-the-iran-crisis-exposing-britains-energy-vulnerability-clean-power-offers-protection - * The article discusses potential energy price spikes in the UK due to Middle East conflict and the importance of clean energy for stability. * It highlights that increased domestic fossil fuel extraction will not shield households from price shocks and mainly benefits oil companies. * Renewable energy offers a stabilising cost and reduces reliance on volatile global markets. * The article advocates for accelerating offshore wind, nuclear power, grid upgrades, and electrification to enhance energy security. * It stresses that a renewable-based system would reduce reliance on unstable fossil fuel regions and support climate commitments.
87. https://markets.financialcontent.com/stocks/article/marketminute-2026-3-9-the-electron-gold-rush-how-ai-demand-and-a-119-oil-spike-fuel-the-great-us-energy-renaissance - * The US energy sector has experienced a significant transformation in 2026, driven by geopolitical shocks and high AI electricity demand. * Brent crude peaked at $119.50 per barrel following the Strait of Hormuz blockade, influencing market focus. * Constellation Energy acquired Calpine, creating a major power generation entity with nearly 60 GW capacity. * Constellation’s merger enables combined nuclear and natural gas energy supply for tech needs. * Companies like Vistra and NextEra have increased P/E ratios, becoming technology enablers in energy. * Oil majors Exxon Mobil and Chevron benefit from high oil prices; Chevron invests in natural gas plants for data centres. * A "shadow grid" of private, on-site power generation is emerging, driven by regulation and industry trends. * The US faces a projected shortfall of 49 GW of power by 2028, prompting industry consolidation and innovation. * Focus shifts toward nuclear rebirth via Small Modular Reactors and revitalised nuclear plants. * Hyperscalers are investing in fusion and geothermal, aiming for energy independence. * Infrastructure modernization, including transmission and storage, remains a challenge. * Investors should monitor the "AI-Energy" nexus, regulatory changes, and strategic partnerships in energy markets.
88. https://uktechnews.co.uk/2026/03/09/equilibrion-and-rolls-royce-smr-announce-collaboration-to-advance-the-development-of-sustainable-aviation-fuel-using-nuclear-energy/ - * Equilibrion and Rolls-Royce SMR sign an MOU to assess nuclear-powered SAF using Small Modular Reactors (SMRs) in the UK. * The partnership aims to produce over 160 million litres of SAF annually, meeting a third of the UK's 2040 PtL target. * The UK demonstration of Eq.flight is planned for 2030, supported by a Department for Transport grant. * The collaboration focuses on advancing nuclear energy's role in low-carbon aviation fuel production to meet UK and global demand. * The project supports net-zero goals, energy security, and the creation of high-skilled jobs.
89. https://mugglehead.com/china-discovers-massive-uranium-deposit-in-inner-mongolia-desert/?utm_source=rss&utm_medium=rss&utm_campaign=china-discovers-massive-uranium-deposit-in-inner-mongolia-desert - * Chinese researchers identified a potential of over 30 million tons of uranium beneath the Ordos Desert, announced on Friday. * The find could significantly impact global uranium supply and strengthen China’s energy security. * The discovery supports China’s expansion of nuclear energy, with dozens of reactors currently operational and eleven more under construction. * Technologies such as geological modelling and deep drilling facilitated the discovery amid challenging environmental conditions. * The deposit could reduce China's reliance on imported uranium, influencing global supply and trade patterns. * Environmental and infrastructural challenges related to mining in arid regions are acknowledged. * The discovery aligns with China's strategy to diversify its energy sources by expanding nuclear alongside renewables. * The find may influence future global uranium markets and geopolitical dynamics around nuclear fuel supplies.
90. https://practicesource.com/thisll-end-well-the-u-s-department-of-energy-issued-new-rules-that-reduce-environmental-and-security-requirements-for-experimental-nuclear-reactors/ - ['* The U.S. Department of Energy issued new rules reducing environmental and security requirements for experimental nuclear reactors, in response to a Trump Administration executive order for more reactors by July 2026.', '* The new rules aim to modernise reactor authorisation processes while maintaining safety standards, but face criticism over potential safety and security risks.', '* The United States and Japan are finalising plans for a $550 billion bilateral investment package including a major nuclear power project.', '* The initiative focuses on developing small modular reactors and next-generation designs to enhance energy security, decarbonisation, and supply chain resilience.']
91. https://www.wired.it/article/reattore-terrapower-startup-nucleare-bill-gates-okay-usa-prima-volta-in-quasi-10-anni/ - * Construction of TerraPower's small modular nuclear reactor in Kemmerer, Wyoming, approved by US Nuclear Regulatory Commission. * First new commercial reactor permitting in the US in nearly a decade, supported by bipartisan efforts. * The reactor, named Natrium, is smaller (345 MW) and features a modular design for easier and faster assembly. * The project aims to reduce costs and facilitate nuclear power expansion to meet increasing energy demands. * The Natrium reactor uses liquid sodium technology to operate at lower pressures, enhancing safety and simplifying design. * The initial investment is at least 4 billion dollars, with expected cost reductions in subsequent units. * The US aims to quadruple nuclear capacity to 400 gigawatts by 2050. * Main drivers include climate action, technological progress, and supporting increased electricity needs for AI and data centres.
92. https://www.wired.it/article/reattore-terrapower-startup-nucleare-bill-gates-okay-usa-prima-volta-in-quasi-10-anni/ - * The US Nuclear Regulatory Commission approved the construction of TerraPower's small nuclear reactor in Kemmerer, Wyoming, marking the first new commercial reactor permit in nearly 10 years. * The project is supported by US deregulation efforts under Trump and aims to significantly expand nuclear capacity by 2050. * The Natrium reactor is smaller, modular, and designed to be more cost-effective, utilising sodium liquid technology instead of traditional water cooling. * The project faces high costs, with initial investment at least 4 billion dollars, but aims to reduce costs in future deployments through economies of scale. * The reactor's design prioritises safety, efficiency, and rapid assembly, marking an innovative step in nuclear energy technology.
93. https://www.esgtoday.com/bill-gates-terrapower-gets-green-light-to-build-first-u-s-advanced-nuclear-reactor/ - * TerraPower announced it received a construction permit from the US Nuclear Regulatory Commission for Kemmerer Unit One, an advanced nuclear reactor. * It is the first construction permit issued by the NRC for a commercial-scale advanced nuclear power plant. * The Natrium technology combines a 345 MW sodium fast reactor with molten salt energy storage. * The project aims for completion in 2030 and is located in Kemmerer, Wyoming. * The initiative is part of the US Department of Energy’s Advanced Reactor Demonstration Program and includes a 500 MW energy capacity during peak times. * Bill Gates serves as chair of TerraPower’s board, which was launched in 2008.
94. https://www.ans.org/news/2026-03-09/article-7827/doe-nuclear-energy-launch-pad-extends-and-expands-pilot-programs/ - * The Department of Energy (DOE) and National Reactor Innovation Center (NRIC) announced the Launch Pad initiative on March 5, expanding pilot programmes to support nuclear technology development. * Launch Pad opens access to land, infrastructure, and resources at Idaho National Laboratory (INL) for private developers. * The programme aims to facilitate the transition from pilot testing to commercial deployment of nuclear reactors. * NRIC will evaluate applications annually, with initial request for applications (RFA) expected soon. * The initiative includes two pathways: Launch Pad INL, offering extensive land and infrastructure access, and Launch Pad USA, providing access to other DOE sites and laboratories.
95. https://www.executivegov.com/articles/doe-nuclear-energy-launch-pad-reactor - * The Department of Energy introduced the Nuclear Energy Launch Pad to speed up development and deployment of advanced nuclear technologies. * The initiative expands on DOE programmes to support nuclear project development at Idaho National Laboratory and other sites. * The Launch Pad offers two pathways: INL and USA, providing infrastructure, technical support, and flexible regulatory frameworks. * It aims to support projects involving reactors, fuel fabrication, enrichment, and recycling. * The initiative aligns with a May 2025 executive order and the Genesis Mission to promote energy security and innovation.
96. https://www.namibian.com.na/paragon-and-knowledge-katti-express-interest-in-buying-10-2-stake-in-rossing-uranium/ - * Paragon Investment and Knowledge Katti show interest in buying a 10.2% stake in Rössing Uranium, currently held by IDC. * The IDC aims to exit its shareholding, with previous ownership including Iranian, Chinese, Namibian, and local shareholders. * Paragon aims to strengthen local participation in Namibia’s mineral sector and contribute to economic development. * Katti advocates for exclusive sale of IDC stake to a Namibian entity, emphasising community involvement. * Rössing is one of Namibia’s major uranium mines, with last year’s uranium exports valued at N$26 billion.
97. https://www.marketbeat.com/instant-alerts/cameco-nyseccj-trading-up-61-on-analyst-upgrade-2026-03-09/ - * Cameco stock increased by 6.1% on Monday following an analyst upgrade. * The Canadian Imperial Bank of Commerce raised its price target to $202.00. * Multiple analysts issued positive ratings and price targets for Cameco. * Institutional investors increased holdings; 70.21% of stock is owned by institutions. * Cameco reported quarterly earnings of $0.36 per share, beating estimates, with revenue of $874.57 million. * The company is a major uranium producer supplying to the nuclear power industry, mainly operating in Canada and the US.
98. https://www.business-standard.com/world-news/china-raises-nuclear-capacity-target-despite-missing-earlier-goals-126030900247_1.html - * China sets a new nuclear capacity goal of 110 gigawatts by 2030, a 76% increase from the previous year. * The country missed its 2020 and 2025 nuclear capacity targets. * China aims to overtake France and the US as the world's largest nuclear producer by the end of the decade. * The industry's progress has been affected by disruptions from the 2011 Fukushima disaster and Covid-19 supply chain issues. * The target may be missed unless construction timelines are shortened, and nuclear share of electricity generation is projected to remain under 10% by 2035.
99. https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge - * The article discusses US energy security and the importance of nuclear power within broader energy transition frameworks.* * It examines challenges like rising energy demand, infrastructure gaps, and climate change impacts.* * Recommendations include expanding nuclear capacity, improving grid infrastructure, and enhancing energy resilience.* * Emphasises that nuclear power can help the US achieve energy independence and support technological advancements.* * The context relates to US strategies for maintaining energy security and technological leadership, including core themes of infrastructure, innovation, and geopolitical resilience.
100. https://www.zerohedge.com/energy/why-nuclear-energy-more-vital-ever - * The escalation of geopolitical tensions in the Middle East has disrupted fossil fuel markets, highlighting energy security vulnerabilities. * Nuclear power plants maintain stability and independence from global supply chain disruptions, with fuel stockpiled for years. * Europe’s high import dependency, especially after phasing out nuclear, exposes it to risks from Middle East instability. * France’s consumption of nuclear power has contributed to energy stability and lower import reliance. * The article advocates for policy reevaluation to promote nuclear energy as part of a low-carbon, secure energy future.
101. https://www.wispolitics.com/2026/effort-to-revive-kewaunee-county-site-comes-amid-rising-interest-in-nuclear-energy/ - * A new effort to explore nuclear power development at Kewaunee Power Station in Wisconsin by WEC Energy Group and EnergySolutions. * The site has been offline since 2013, with plans for potential new nuclear generation. * State legislation supports nuclear energy, with bipartisan political backing and proposed bills for expansion and licensing. * Discussions about the timeline for building new reactors and local residents' support. * Political and legislative support for nuclear, alongside concerns over costs and regulatory processes.
102. https://turkmenistanlive.com/2026/03/09/%D0%BD%D0%BE%D0%B2%D1%8B%D0%B9-%D1%82%D0%B8%D0%BF-%D0%B0%D1%82%D0%BE%D0%BC%D0%BD%D0%BE%D0%B9-%D1%81%D1%82%D0%B0%D0%BD%D1%86%D0%B8%D0%B8-natrium-%D0%B1%D0%B8%D0%BB%D0%BB%D0%B0-%D0%B3%D0%B5%D0%B9%D1%81/ - * US nuclear regulatory commission grants permission for TerraPower to build the Natrium reactor in Wyoming.* The project involves a 345 MW fast reactor using liquid sodium cooling, with construction expected to finish by 2031.* The project includes a thermal storage system using molten salts, increasing short-term power output to 500 MW.* The technical review was completed in 18 months; application was submitted in March 2024.* US government supports the project with up to USD 2 billion funding.* The reactor aims to be the first commercial nuclear power plant of its kind in the US.* Construction will take place near the Kemmerer coal power plant, with a licence for operation not yet issued.
103. https://www.observer24.com.na/paragon-eyes-strategic-stake-in-rossing-uranium-a-milestone-for-namibian-investment/ - * Paragon Investment Holdings expressed interest in acquiring a 10.2% equity stake in Rössing Uranium, held by IDC, as of February 2026. * The move is part of Namibia’s strategic mineral ownership and development objectives. * Rössing Uranium is a major open-pit uranium mine in Namibia contributing to the economy and global supply. * Paragon aims to strengthen local participation in Namibia’s resource economy through sector investments. * The process is subject to IDC evaluation with further details to follow.
104. https://www.rionegro.com.ar/energia/argentina-y-estados-unidos-fortalecen-su-alianza-nuclear-estrategica-en-washington/ - * The 19th meeting of the Argentina–US Joint Committee on Nuclear Energy Cooperation took place from 25 to 27 February in Washington, D.C. * The meeting aimed to reinforce bilateral collaboration on peaceful nuclear energy development and regulation. * The countries emphasised strategic value of civil nuclear cooperation and reaffirmed commitments to safety standards and non-proliferation. * Participants included officials from the Argentine Ministry of Economy, Foreign Relations, Atomic Energy Commission, and US Department of State, Energy, and Nuclear Security. * They discussed developing small modular reactors (SMRs) and nuclear technologies, and agreed to work within the international FIRST programme. * Both nations expressed intent to conclude negotiations on a new bilateral agreement on peaceful nuclear uses to replace the current pact, valid until 2027.
105. https://www.zerohedge.com/energy/secretary-wright-calls-indian-point-nuclear-restart - * Energy Secretary Wright and Rep. Lawler advocate for immediate restart of Indian Point nuclear plant, citing its role in carbon-free electricity. * The plant's two reactors previously supplied about 25% of New York City’s and 10% of the state's electricity, supporting around two million homes. * The plant was closed in phases by agreement with then-Gov. Cuomo, citing safety and environmental concerns. * Holtec International indicates a modernised restart is technically feasible at an estimated cost of $10 billion and five years. * New York Gov. Hochul opposes reopening, favouring expansion of nuclear and hydro imports instead, citing safety and environmental reasons.
106. https://energiesmedia.com/nrc-awards-triso-x-inaugural-part-70-haleu-fuel/ - * The US Nuclear Regulatory Commission (NRC) granted a Part 70 license to TRISO-X, a subsidiary of X-energy, in February 2026. * The license permits HALEU fuel production at facilities in Oak Ridge, Tennessee, for an initial 40-year period. * The license is the first issued in over 50 years, signalling a revival in nuclear fuel development. * The license supports advanced reactors, including X-energy’s Xe-100 small modular reactor. * The development addresses the US’s need for a domestic supply chain for next-generation reactor fuels.
107. https://finance.yahoo.com/news/denison-mines-dnn-approves-major-162036104.html - * Denison Mines Corp. (NYSE:DNN) received approval from its board for an in-situ recovery uranium mine in the Athabasca Basin, Saskatchewan. * The project is the first of its kind in Canada and the first large-scale uranium mining project in 20 years. * The firm’s share price target was raised following expectations of approval, with upgrades from Roth Capital and Raymond James. * The project completion and approval were confirmed in SEC filings and industry analyses. * The article discusses sector investment and project approval in the uranium mining industry.
108. https://www.hapskorea.com/busan-breaks-ground-on-nations-first-smr-equipment-manufacturing-support-center/ - * Busan has started construction of the first Small Modular Reactor (SMR) auxiliary equipment manufacturing support centre in South Korea. * The groundbreaking ceremony occurred at the Mieum R&D Industrial Complex in Gangseo-gu, Busan. * The project is part of the Ministry of Climate, Energy and Environment’s SMR manufacturing support programme, with completion scheduled for 2027. * The centre will facilitate the development and testing of SMR components through shared manufacturing equipment. * The project involves collaboration among government institutions, universities, and industry associations. * The total investment is 29.5 billion won, covering a site of 3,991 square meters.
109. https://newatlas.com/energy/natrium-nuclear-plant-construction-green-light/ - * The Nuclear Regulatory Commission (NRC) approved TerraPower's Natrium Gen IV reactor for construction in the US, the first approval in a decade. * The project is part of the US Department of Energy’s Advanced Reactor Demonstration Program, with civil engineering underway since 2024. * The Natrium reactor is a fast-neutron design using liquid sodium coolant, enabling higher efficiency and safety features. * The project includes a power buffer with molten-salt energy storage to improve grid stability. * The approval signals a potential revival of US civilian nuclear power since decades of stagnation.
110. https://www.larazon.es/tecnologia-consumo/tecnologia/bill-gates-gana-en-ee-uu-y-no-es-sobre-el-caso-epstein-construira-un-reactor-nuclear-refrigerado-por-sodio_2026030769a93e986cf703292f621757.html - * The US Nuclear Regulatory Commission (NRC) approved the construction of TerraPower's Natrium reactor in Wyoming. * This marks the first commercial-scale advanced nuclear plant of its type in the US. * Natrium is a fast reactor cooled by sodium, combining novel energy storage with molten salts, generating 345 MW with a capacity to temporarily increase to 500 MW. * The NRC completed its review in 18 months, ahead of the scheduled 27 months. * Construction is set to start within weeks, aiming for operational status in the early 2030s. * The reactor will use HALEU, enriched uranium, with the US government investing $2 billion to produce it domestically.
111. https://www.indiandefensenews.in/2026/03/indias-thorium-powered-nuclear-ambition.html - * India plans to expand its nuclear capacity from 9 GW to 100 GW by 2047, utilising thorium in a three-stage programme * The strategy is led by Bhabha Atomic Research Centre (BARC) and overseen by Nuclear Power Corporation of India Limited (NPCIL) * Projects include traditional large reactors and innovative small modular reactors (SMRs), such as Bharat SMR-200 * Government has increased nuclear budgets by 170% since 2014, with prototype reactors expected by the end of the decade * Challenges include high costs, scaling fuel infrastructure, regulatory hurdles, and land acquisition issues
112. https://www.greenbuildingafrica.co.za/africa-energy-indaba-2026-celebrates-landmark-success-with-presidential-keynote-and-strong-continental-participation/ - * The 18th Africa Energy Indaba was held from 3–5 March 2026 at CTICC, Cape Town. * President Cyril Ramaphosa delivered a keynote emphasising Africa's natural resources and energy access issues. * The Rockefeller Foundation announced an additional US$10 million support for Mission 300. * South Africa’s Necsa and Russia’s Rosatom signed a MoU to develop nuclear skills and research. * The Declaration to Triple Global Nuclear Capacity by 2050 was signed during the Nuclear Forum. * The Indaba discussed regional infrastructure, cross-border interconnectivity, and energy investment opportunities. * The event reinforced nuclear power’s role in global energy security and Africa’s development.
113. https://www.marketbeat.com/instant-alerts/filing-spx-gestao-de-recursos-ltda-has-287-million-position-in-uranium-energy-corp-uec-2026-03-07/ - * Institutional investors increased holdings in Uranium Energy Corp., with SPX Gestao de Recursos Ltda holding $2.87 million worth of shares. * Uranium Energy stock opened at $12.93, with a 12-month low of $3.85 and high of $20.34. * The company’s market capitalisation is approximately $6.25 billion. * Recent analyst actions include ratings from Roth Mkm, Zacks Research, Goldman Sachs, and National Bank Financial. * Uranium Energy is focused on uranium mining and exploration, primarily operating in South Texas.
114. https://www.gurufocus.com/news/8686292/terrestrial-energy-to-participate-in-upcoming-investor-conferences - * Terrestrial Energy announced participation in investor conferences in March 2026, including Cantor Fitzgerald’s and Canaccord Genuity’s events. * The company will be presenting on March 11th and 12th, 2026, with webcast availability. * Terrestrial Energy develops small modular nuclear plants using Generation IV reactor technology, specifically the IMSR. * The company aims to extend nuclear energy applications beyond electric power, including industrial heat and data centres. * Their projects are targeted for early 2030s deployment, pending regulatory approvals.
115. https://www.indexbox.io/blog/government-confirms-plan-to-extend-financial-support-to-existing-nuclear-plants/ - • UK government plans to amend legislation to allow nuclear plants to qualify for Contracts for Difference support for operational lifetime extensions. • The legislative change requires parliamentary approval, with assessments ensuring value for money and compliance. • The consultation received thirteen responses from the energy sector, with broad backing but some concerns over market disruption and costs. • The policy aims to incentivise investment in prolonging existing nuclear plant operations, subject to approval and value assessments. • Stakeholders include devolved governments, Ofgem, and the National Energy System Operator.
116. https://k2radio.com/ixp/961/p/terrapower-granted-permit/ - * The Nuclear Regulatory Commission granted TerraPower a permit to build advanced reactors in Wyoming, expected to come online in 2031. * The reactors will use liquid sodium instead of water, operating at lower pressures. * The project initially faced issues sourcing HALEU, previously reliant on a Russian company. * TerraPower secured a 10-year contract with ASP Isotopes to supply HALEU from South Africa, starting in 2028. * The strategy aims to bypass global HALEU shortages and Russian dependence. * The Wyoming site has all necessary infrastructure except enrichment and processing capabilities. * TerraPower is funding the South African enrichment facility and exploring domestic options with Centrus Energy.
117. https://cen.acs.org/policy/terrapower-advanced-nuclear-reactor-nrc-hhs-epa-usda-pesticides-nsf-delays-csb-dow-chemical-safety-ethylene-oxide/104/web/2026/03?sc=230901_cenrssfeed_eng_latestnewsrss_cen - * The Nuclear Regulatory Commission (NRC) grants a construction permit to TerraPower for its first commercial-scale advanced nuclear reactor in the US, scheduled to operate by 2031. * The approval follows an 18-month review process, with support from US senators and officials. * TerraPower, founded by Bill Gates, develops smaller, safer, and cheaper next-generation reactors. * The project faces fuel supply challenges, specifically with high-assay low-enriched uranium (HALEU). * The US Department of Energy is investing in domestic HALEU production capacity.
118. https://www.globenewswire.com/news-release/2026/03/06/3251312/0/en/Terrestrial-Energy-to-Participate-in-Upcoming-Investor-Conferences.html - ["* Terrestrial Energy announced participation in investor conferences in March 2026, including Cantor Fitzgerald’s Global Technology & Industrial Growth Conference in New York City on March 11th and Canaccord Genuity's CG Virtual Sustainability Summit on March 12th.", '* The company will showcase its Generation IV nuclear plants utilising its Integral Molten Salt Reactor technology, designed to provide small, modular nuclear energy solutions.', '* The company aims to build and license the first IMSR plants in the early 2030s, focusing on industrial heat, electricity, and various industrial applications.', '* The statement includes forward-looking risk disclosures and strategic outlooks related to nuclear reactor development and regulatory processes.']
119. https://republicofmining.com/2026/03/06/nuclear-regulator-grants-licence-for-nexgen-to-build-uranium-mine-in-northern-sask-by-jeremy-warren-cbc-news-saskatchewan-march-5-2026/ - * The Canadian Nuclear Safety Commission approved a licence for NexGen Energy Ltd. to build a uranium mine in the Athabasca Basin, Saskatchewan, in March 2026. * Construction scheduled to start summer 2026 with completion in four years. * The mine could produce up to 30 million pounds of uranium annually, accounting for about 20% of global fuel supply. * The Rook 1 project is an underground mine located about 150 kilometres north of La Loche. * NexGen plans to apply for a licence to operate the mine after construction is completed.
120. https://namibiadailynews.info/rosatom-showcases-innovative-nuclear-technologies-at-africa-energy-indaba-in-south-africa/ - * Rosatom Central and Southern Africa presents floating power unit (FPU) technology at Africa Energy Indaba. * Rosatom’s floating nuclear power plant (FNPP) Akademik Lomonosov supplies electricity to Arctic Russia and will develop FPU technology for tropical climates in 2024. * Rosatom is involved in constructing Egypt’s El Dabaa nuclear power plant, the first in Africa, using Russian VVER-1200 reactors. * Participants discussed nuclear power’s strategic role in Africa’s energy security and low-carbon transition. * The forum examined small modular reactors (SMRs), regulatory challenges, and investment opportunities in African markets.
121. https://www.insurancejournal.com/news/west/2026/03/06/860828.htm - * The U.S. Nuclear Regulatory Commission approved a permit for TerraPower to build a sodium-cooled reactor in Wyoming. * Construction is set to begin within weeks, with completion targeted for 2030. * The $4 billion plant is located near Kemmerer and aims to produce up to 500 megawatts. * This is the NRC’s first permit for a non-light-water reactor in over 40 years. * The reactor uses molten sodium as a coolant and aims to produce less nuclear waste. * TerraPower’s project is linked to advancements in nuclear technology and government interest.
122. http://www.ecns.cn/news/2026-03-06/detail-ihfaizcc2504943.shtml - * Lu Tiezhong of China National Nuclear Power calls for increased nuclear development to meet AI industry’s surging energy needs. * Global IT loads projected to increase by 106 GW between 2025 and 2030, driven by AI advancements. * China aims for nuclear capacity of 110 GW by 2030 and 150 GW by 2035. * China is localising key nuclear equipment and accelerating new nuclear project approvals. * Strategic plans include integrating nuclear with renewable energy for a stable, low-carbon energy system aligned with China’s carbon neutrality goals by 2060.
123. https://spectrumnews1.com/ky/louisville/news/2026/03/06/nuclear-energy-development-ky - * Kentucky Nuclear Energy Development Authority announces six grants of up to $2 million each for nuclear projects, including siting, supply chain, and workforce training.* Projects aim to impact all of Kentucky, with a focus on economic development.* Grants support small modular reactor site identification, workforce training programmes, and community readiness.* A separate bill proposes a Nuclear Reactor Site Readiness Pilot Program, awaiting House approval.* Key organisations include American Electric Power, General Matter, Global Laser Enrichment, WKEC, and West Kentucky Community and Technical College.
124. https://www.etftrends.com/etf-strategist-content-hub/the-nuclear-energy-palimpsest/ - * The interest in nuclear energy has increased, especially following the completion and online operation of Vogtle units 3 and 4 in 2023 and 2024. * US nuclear capacity was about 97.0 GW as of early 2026, providing 18–19% of US electricity and 55% of carbon-free electricity in 2024. * Traditional nuclear power relies on fission using uranium, with current US plants mostly being light-water reactors such as PWRs and BWRs. * New sources include extending existing plant lifespans, small modular reactors (SMRs), and advanced non-light-water reactors, though these are still in development. * Fusion energy remains theoretical with commercial viability unlikely before 2040 or 2100. * Investment in nuclear sector is rising, involving utilities, independent power producers, and suppliers, though direct uranium exposure is limited and market size small.
125. https://k2radio.com/ixp/961/p/terrapower-granted-permit/ - * The Nuclear Regulatory Commission granted a construction permit to TerraPower for a new nuclear plant in Wyoming. * The plant is expected to come online in 2031, using liquid sodium reactor technology. * The fuel will be supplied through a 10-year contract with ASP Isotopes in South Africa, involving a dedicated enrichment facility. * The strategy aims to avoid dependence on Russian HALEU sources and establish a Western supply chain. * Domestic enrichment capabilities are being explored by TerraPower and other US companies.
126. https://www.washingtonpost.com/opinions/2026/03/06/terrapower-advanced-nuclear-energy-nrc-approval/ - * The US Nuclear Regulatory Commission approved construction of a new reactor in Wyoming, the first approval in nearly a decade. * The reactor design uses liquid sodium as a coolant, a technology tested by China in 2023. * The approval was expedited following bipartisan support and legislative reforms via the Advance Act in June 2024. * TerraPower, backed by Bill Gates, still needs to secure an operating license, which could pose challenges. * The project is part of a broader push for climate-friendly nuclear energy and innovation to meet rising energy demands for artificial intelligence.
127. https://simplywall.st/stocks/us/capital-goods/nasdaq-nne/nano-nuclear-energy/news/nano-nuclear-eyes-gulf-growth-with-uae-mou-and-valuation-dis - * Nano Nuclear Energy (NasdaqCM:NNE) signed an MOU with UAE-based EHC Investment to deploy its KRONOS MMR Energy System in the Gulf region. * The agreement aims at potential projects in the UAE and other Gulf countries, including nuclear fuel and supply chain development. * The MOU focuses on deploying micro modular reactors for clean energy infrastructure. * The company seeks to expand its technology into the Gulf, building on regional nuclear capacity expansion. * The move connects NNE with a regional investor closer to regulators and infrastructure owners.
128. https://jesseltontimes.com/2026/03/06/twin-energy-anchors-at-sogip-petroventure-storage-refinery-and-the-gibson-energy-hub-as-pillars-of-sabahs-resilience-strategy/ - * Petroventure’s storage and refinery project and the Gibson Energy Hub at SOGIP are key infrastructure projects in Sabah aimed at enhancing energy security and supporting energy transition.* * The Petroventure project combines a large refinery with storage capacity, reducing dependence on distant terminals and diversifying supply sources.* * The Gibson Energy Hub is designed as an energy port supporting LNG imports, energy storage, and renewable fuel integration, promoting system flexibility.* * Both projects align with Malaysia’s National Energy Policy 2022–2040 and Sabah’s energy roadmap, focusing on cleaner fuels and renewable integration.* * The projects aim to create resilience against geopolitical risks, supply shocks, and to facilitate low-carbon energy development.*
129. https://broadbandbreakfast.com/u-s-issues-first-commercial-construction-permit-for-a-nuclear-reactor-in-years/ - * The US Nuclear Regulatory Commission approved its first non-light-water commercial nuclear reactor construction permit in over 40 years for TerraPower in Wyoming. * Construction of the $4 billion plant is set to begin within weeks, targeting completion in 2030. * The reactor, using molten sodium as coolant, will produce up to 500 MW, enough for 400,000 homes. * TerraPower is backed by Bill Gates, who aims to develop next-generation nuclear power. * The permit marks a renewal in US non-light-water reactor development and aligns with government efforts to advance nuclear energy.
130. https://blog.lukmaanias.com/2026/03/06/the-shanti-bill/ - * The Shanti Bill, 2025, aims to replace older laws to facilitate India's nuclear energy expansion.* The legislation enables private sector participation, strengthens regulatory oversight, and introduces new institutional frameworks.* It sets a target of 100 GW nuclear capacity by 2047, up from around 9 GW in 2024-25.* The Bill enhances safety, security, liability frameworks, and strategic oversight in India's nuclear sector.* The bill supports India’s goal of expanding nuclear power for clean energy and national security.*
131. https://www.stern.de/news/verteter-von-30-laendern-zu-atomenergie-gipfel-in-paris-erwartet-37197830.html - * France prepares to host a nuclear energy summit in Paris organised with the IAEA, involving representatives from 30 countries. * The summit focuses on financing new reactors, developing small modular reactors (SMRs), and establishing a permanent civil nuclear conference. * France, which generates over 70% of its electricity from nuclear power, seeks recognition of nuclear energy as a key part of the energy transition and decarbonisation. * The EU plans to increase the Euratom framework to €10 billion, potentially funding new nuclear power plants, including six new reactors in France. * Topics also include nuclear capacity expansion by 2050, fuel supply security, and handling of spent fuel, amid discussions on uranium transport and sanctions.
132. https://www.globenewswire.com/news-release/2026/03/06/3250980/0/en/Quantum-Leap-Energy-Enters-into-Memorandum-of-Understanding-with-a-Large-U-S-Energy-Company-Regarding-Evaluation-of-Support-to-Advance-Domestic-Enriched-Uranium-Fuel-Supply-Chain.html - * Quantum Leap Energy (QLE), a subsidiary of ASP Isotopes Inc., enters into a Memorandum of Understanding with a US energy company. * The MOU aims to evaluate plans for US-based nuclear fuel cycle facilities producing HALEU and LEU+, including uranium conversion services. * QLE's focus is on building domestic capacity for advanced nuclear fuel production, supporting next-generation reactors. * The initiative responds to increased demand and the US federal ban on Russian uranium imports starting 2028. * The collaboration aims to strengthen America's nuclear fuel supply chain and establish long-term commercial pathways.
133. https://www.derstandard.at/story/3000000311214/bill-gates-terrapower-darf-ersten-kleinen-atomreaktor-in-wyoming-bauen?ref=rss - * US Nuclear Regulatory Commission (NRC) grants approval for Terrapower to build a sodium-cooled reactor in Kemmerer, Wyoming. * The reactor, with 345 MW capacity, is planned for commercial operation in the early 2030s. * The project involves a Small Modular Reactor (SMR) with enhanced uranium fuel, Haleu, to increase efficiency. * US government funding of 3.2 billion USD allocated for new reactor projects by Terrapower and X-Energy. * The reactor will use high-enriched low uranium (Haleu) fuel, marking a significant development in US nuclear policy.
134. https://powerline.net.in/2026/03/06/powering-the-transition-budget-2026-27-seeks-to-build-capacity-and-energy-security/ - * The Budget proposes Rs 200 billion over five years for carbon capture, utilisation, and storage (CCUS) across five industrial sectors. * The Ministry of Power's allocation increased to Rs 299.96 billion, with an emphasis on distribution reform and grid flexibility. * The Ministry of New and Renewable Energy received Rs 329.14 billion, supporting distributed solar projects and renewable initiatives. * Customs duty exemptions extended for nuclear project goods, battery energy storage, and critical minerals until 2035. * Restructuring of Power Finance Corporation and REC Limited to improve efficiency and scale. * Introduction of infrastructure risk guarantee fund to promote private sector investments. * Announcement of dedicated rare earth corridors to reduce import dependence. * Budget emphasises energy transition strategies, including nuclear energy and renewable integration.
135. https://www.miningreview.com/news/atomic-eagle-uranium-resources-muntanga-project/ - * Atomic Eagle Limited reports a 24% increase in total mineral resources at its Muntanga Uranium Project in Zambia. * The resource upgrade follows maiden drilling results, with an additional 11.4 Mlbs of uranium resources. * Completed maiden pit-constrained Mineral Resource Estimates for Chisebuka and Muntanga East. * Discovery costs are US$0.05 per pound, significantly below the spot uranium price of US$89 per pound. * Atomic Eagle plans to commence the largest drill programme in nearly 20 years to expand resources further.
136. https://mining.com.au/wolfe-energy-launches-ipo-to-build-wyoming-focused-explorer/ - * Wolfe Energy is launching an IPO on the Australian Securities Exchange (ASX) to fund uranium exploration in Wyoming. * The IPO involves 35 million shares at $0.20 each, raising $7 million. * Funds will support exploration at the Elkhorn Project in Crook County, Wyoming, and additional uranium acquisitions. * Wolfe Energy follows a merger of 12 months of strategic work involving three companies. * The company aims to move to ASX quotation in late March 2026.
137. https://en.yna.co.kr/view/AEN20260305007100320 - * TerraPower LLC, founded by Bill Gates, wins a construction permit from the U.S. Nuclear Regulatory Commission for its small modular reactor (SMR) in Wyoming.* * The permit is the first for a new commercial nuclear plant in 10 years and the first ever for an SMR.* * The plant is expected to be operational in 2030.* * SK Group, a South Korean conglomerate, invested US$250 million in TerraPower in 2022 and maintains significant ownership.* * The approval signifies U.S. recognition of TerraPower's technological capabilities in SMRs.* * SK Innovation aims to develop a SMR ecosystem using its energy sector expertise and KHNP's reactor operation experience for global expansion.*
138. https://sightlineu3o8.com/2026/03/nexgen-receives-final-federal-approval-for-the-rook-i-uranium-project/ - * NexGen Energy announces that the Canadian Nuclear Safety Commission has approved the environmental assessment and issued a licence for the Rook I Project. * The approval allows NexGen to commence full construction, with official start in summer 2026 and project duration of four years. * Rook I Project is located in Saskatchewan’s Athabasca Basin and aims to be a major global uranium producer, capable of producing 30 million pounds annually. * The project will supply over 20% of global uranium fuel and over 50% of western world supply. * NexGen plans to contribute to Canada's nuclear energy leadership and global nuclear energy demand.
139. https://www.marketbeat.com/instant-alerts/nuscale-power-nysesmr-shares-down-3-whats-next-2026-03-05/ - * NuScale Power's stock decreased by 3% during trading, with a low of $11.75 on Thursday. * Several brokerages revised their price targets downward; one issued a Strong Buy rating, while others maintained Hold or issued Sell ratings. * The company reported a quarterly loss of ($0.80) EPS and revenue of $1.81 million, missing analysts' estimates. * Insider and institutional transactions included insider sales and hedge fund investments. * NuScale Power is a developer of small modular nuclear reactors, based in Portland, Oregon.
140. https://neutronbytes.com/2026/03/05/nrc-approves-construction-permit-for-terrapower/ - * NRC issues its first commercial reactor construction approval in 10 years for TerraPower in Kemmerer, Wyoming, in December 2025. * The 345 MW sodium-cooled reactor includes advanced energy storage technology. * TerraPower plans to begin construction shortly and aims to bring the reactor online within a few years. * The NRC's review process was streamlined and completed in 18 months. * The Natrium reactor supports US energy needs and the transition to advanced nuclear technologies.
141. https://neutronbytes.com/2026/03/05/nrc-approves-construction-permit-for-terrapower/ - * The Nuclear Regulatory Commission (NRC) approved a construction permit for TerraPower's Kemmerer Power Station in Wyoming, marking the first commercial reactor approval in nearly a decade.* The 345 MW sodium-cooled, advanced reactor, known as the Natrium reactor, includes an energy storage system and is supported by US Department of Energy initiatives.* The review process was completed in 18 months, faster than the initially scheduled 27 months, due to application completeness and regulatory support.* TerraPower aims to start construction shortly and plans to bring the reactor online around 2030.* TerraPower’s Natrium reactor design has entered the UK’s Generic Design Assessment process, indicating international regulatory progress.* The company has plans involving grid-scale fusion energy and collaboration with major industry players, including Meta and RWE.* The US NRC is developing regulatory frameworks for fusion technologies, supporting future commercialisation efforts.
142. https://www.benzinga.com/markets/tech/26/03/51058526/bill-gates-backed-terrapower-wins-historic-us-approval-for-natrium-reactor-as-trump-pushes-nuclear-p - * The U.S. Nuclear Regulatory Commission approved construction of a small nuclear reactor backed by TerraPower. * The approval is the first in nearly a decade for a new commercial nuclear reactor in the US. * The project involves a 345-megawatt sodium-cooled reactor called Natrium, planned for Kemmerer. * The reactor will include an energy storage system capable of increasing output to about 500 megawatts. * The approval coincides with a push by President Trump to expand nuclear power capacity and includes efforts to accelerate nuclear project permits. * The Natrium reactor runs on HALEU fuel, enriched to nearly 20%, compared to 5% in most reactors. * Supporters claim HALEU improves efficiency and enables smaller modular reactors, while critics raise fuel security concerns. * TerraPower has signed an agreement to supply nuclear electricity to Sabey Data Centers, indicating growth in nuclear energy use by tech companies.
143. https://www.enerdata.net/publications/daily-energy-news/indonesia-targets-start-first-nuclear-power-plant-2032.html - * Indonesia’s National Energy Council plans to start its first nuclear power plant between 2032 and 2034. * The project has a planned initial capacity of 500 MW, starting in 2032. * Possible locations include Sumatra and Kalimantan. * The government prioritises SMR technology for electricity system integration. * The plan supports Indonesia’s energy transition strategy and net zero emissions goal, aiming for 44 GW of nuclear capacity by 2060.
144. https://hotair.com/john-s-2/2026/03/05/terrapower-gets-federal-permit-to-build-reactor-but-theres-a-problem-n3812558 - * TerraPower, founded by Bill Gates, obtains its first federal construction permit for a small modular reactor in Kemmerer, Wyoming, expected to come online in 2031. * The project aims to develop a cheaper, advanced reactor technology using liquid sodium instead of water, with a capacity of 345 MW. * The reactor's design relies on high-assay, low-enriched uranium (HALEU), which is currently only produced in Russia, raising supply chain concerns. * A US-based company is developing domestic HALEU production, but is not expected to meet the reactor’s demand in the near future. * The project signifies progress for the US nuclear industry but faces logistical and fuel supply challenges.
145. https://siliconcanals.com/sc-n-us-approves-terrapowers-sodium-cooled-reactor-testing-whether-next-gen-nuclear-can-meet-ai-era-power-demands/ - * The US Nuclear Regulatory Commission granted construction approval for TerraPower’s sodium-cooled reactor in Kemmerer, Wyoming. * The Natrium reactor, developed by TerraPower and GE Hitachi, is part of the Department of Energy’s Advanced Reactor Demonstration Program. * The reactor uses liquid sodium cooling and incorporates a salt-based energy storage system to respond dynamically to renewable energy fluctuations. * Construction approval was completed nearly 10 months ahead of schedule, influenced by the 2024 ADVANCE Act. * The project aims to address grid decarbonisation and meet increasing data infrastructure power demands, with a planned completion in 2030.
146. https://globalsecurityreview.com/beyond-a-pacific-defense-pact-why-the-indo-pacific-requires-a-nuclear-alliance/ - * The Indo-Pacific faces a more dangerous strategic environment due to military modernisation and nuclear expansion, especially by China and Russia. * A proposed explicit Indo-Pacific nuclear alliance aims to deter large-scale conventional war and nuclear attack, with clear thresholds and limited scope. * Historical examples from NATO, China, India–Pakistan, and Russia–Ukraine demonstrate nuclear deterrence’s role in preventing large-scale conflict. * Current bilateral arrangements are insufficient; a nuclear alliance would strengthen deterrence, coordination, and credibility. * The alliance would institutionalise shared policies, strategic consultations, and extended deterrence, without requiring new nuclear states.
147. https://neutronbytes.com/2026/03/05/nrc-approves-construction-permit-for-terrapower/ - * The Nuclear Regulatory Commission (NRC) issued a construction permit to TerraPower for the Kemmerer Power Station Unit 1 in Wyoming. * The permit is the first for a commercial reactor in nearly a decade and the first for a non-light water reactor in over 40 years. * The 345 MW sodium-cooled reactor features energy storage to boost output up to 500 MW. * TerraPower plans to begin construction shortly, with the first commercial deployment expected in Wyoming. * The project demonstrates advancements in reactor safety, design approval processes, and regulatory frameworks within nuclear energy.
148. https://radioplusinfo.com/2026/03/05/3-5-26-governor-evers-tours-uw-nuclear-reactor/ - * Governor Tony Evers visited the University of Wisconsin Nuclear Reactor (UWNR) at UW-Madison and announced a research partnership with the Public Service Commission of Wisconsin (PSC) to explore nuclear energy opportunities. * The partnership aims to develop nuclear and fusion energy research, support the state's Clean Energy Plan, and foster nuclear power expansion. * Wisconsin's only nuclear power plant is Point Beach Nuclear Plant, contributing 16% of the state's energy; new studies focus on nuclear technology advancements. * Legislation signed in July 2025 launched a nuclear power siting study, supported by $2 million, with completion expected by early 2027. * Additional efforts include purchasing renewable energy certificates (RECs) for 20 years to power over half a million Wisconsin homes, supporting clean energy goals.
149. https://republicofmining.com/2026/03/05/poland-considers-developing-nuclear-program-by-jakub-bornio-jamestown-org-march-4-2026/ - * Polish President Karol Nawrocki supports initiating a nuclear programme in Poland, citing international regulations and regional security concerns, in February 2026. * Nawrocki’s statement marks a shift as he is the first senior Polish leader to openly advocate for developing autonomous nuclear capability. * Poland's 2020 National Security Strategy indicated intent to shape NATO’s nuclear deterrence policy and participate in NATO’s Nuclear Sharing programme. * The debate on nuclear deterrence in Poland has been ongoing since 2020, linked to regional security and NATO strategy. * The article discusses Poland’s potential nuclear programme and its implications for NATO and regional security.
150. https://natlawreview.com/article/recent-years-have-seen-major-shifts-nepa-landscape - * In 2023, Congress enacted the Fiscal Responsibility Act, amending NEPA to reduce project delays and increase efficiency. * In 2025, the Supreme Court clarified NEPA's procedural scope, emphasising its role as a procedural, not substantive, law. * The CEQ rescinded its regulations in February 2025, directing agencies to revise their procedures consistent with recent amendments and case law. * Several US agencies, including DOI, FERC, DOE, and others, issued updated or interim NEPA regulations or guidance, focusing on streamlining reviews. * Ongoing legal challenges and pending legislation, such as the SPEED Act, may further impact US environmental review processes.
151. https://dariknews.bg/novini/bylgariia/borisov-s-obshti-usiliia-bylgariia-i-franciia-mogat-da-zadylbochat-sytrudnichestvoto-si-v-energetikata-2447724 - * Bulgarian Prime Minister Borisov discusses energy security and nuclear energy with French officials. * Emphasises the importance of nuclear energy for stability and low-carbon development. * Highlights the strategic role of Kozloduy Nuclear Power Plant and diversification of nuclear fuel supplies. * Mentions potential cooperation between EDF and Bulgarian energy sector. * Stresses energy independence and nuclear development are crucial for European competitiveness and sustainability.
152. https://www.australianmining.com.au/boss-sticks-to-guidance-despite-rain-hit-quarter/ - * Boss Energy reaffirms its 1.6 million pounds uranium concentrate guidance for FY26, despite a drop in quarterly production due to heavy rain in South Australia. * The company’s March quarter (Q3) output is expected to be between 240–270,000 pounds, affected by disruption of reagent deliveries. * Weather-related road closures and supply delays impacted operations at the Honeymoon uranium project. * Upgrades to IX columns, power, and pumps aim to enable record production in the final quarter of the financial year. * The project is part of Boss Energy’s strategy to develop as Australia’s next uranium producer, with $205 million previously raised for expansion.
153. https://dariknews.bg/novini/bylgariia/borisov-s-obshti-usiliia-bylgariia-i-franciia-mogat-da-zadylbochat-sytrudnichestvoto-si-v-energetikata-2447724 - * Bulgarian Prime Minister Boyko Borisov highlights the need for Bulgaria to develop a clear energy strategy and play an active role in Europe's energy security. * He discusses Bulgaria's focus on nuclear energy and its strategic importance for stability and low-carbon development. * Borisov shared his position during meetings with Bernard Fontana of EDF and French ambassador Marie Dumoulin. * The discussions included the role of nuclear power, the significance of Kozloduy NPP, and diversification of nuclear fuel supplies. * Borisov stressed that Bulgaria and France can strengthen cooperation in energy to build a secure, clean, and sustainable European energy system.
154. https://ecobiz.asia/indonesia-partners-japan-u-s-to-lay-foundations-for-nuclear-power-development/ - * Indonesia collaborates with Japan and the United States to develop nuclear power, focusing on SMR technology and regulatory frameworks. * The FIRST Workshop in Jakarta marked the trilateral cooperation, supported by multiple organisations. * Indonesia aims to produce 11.7–12.1% of its energy from nuclear by 2060, with first plant operational by 2032. * U.S. and Japan highlight support for Indonesia's safe nuclear energy development and safety standards. * The initiative aligns with Indonesia’s energy policy to enhance energy security and economic growth.
155. https://www.ans.org/news/2026-03-04/article-7816/nrc-looks-to-streamline-hearing-timelines-under-new-rule/ - • The Nuclear Regulatory Commission (NRC) proposes a rule to streamline contested hearing procedures, aligning with Executive Order 14300 and the ADVANCE Act of 2024. • The rule aims to accelerate licensing timelines, resolve evidentiary hearings within months, and start hearings early after challenges. • The proposal seeks to reduce procedural burdens, ensure fairness with independent judges, and generate estimated savings of $51.7 million over five years. • Public comments are open until April 2, 2023.
156. https://k2radio.com/kemmerer-nuclear-reactor-approval/ - * The Nuclear Regulatory Commission authorised a construction permit for TerraPower’s Kemmerer Power Station Unit 1 in Wyoming. * The reactor will be the first commercial nuclear reactor approved in the US in nearly a decade. * It will generate 345 megawatts, with capacity to boost to 500 megawatts. * The permit follows a technical review completed in under 18 months; final operating licence needed before production. * The project marks a milestone for advanced nuclear technology in the US and is seen as a solution to local economic uncertainty.
157. https://k2radio.com/kemmerer-nuclear-reactor-approval/ - * The Nuclear Regulatory Commission authorised a construction permit for TerraPower’s subsidiary, US SFR Owner, for Kemmerer Power Station Unit 1. * It is the first commercial nuclear reactor approved in the US in nearly a decade and the first non-light water reactor in over 40 years. * The plant will generate 345 MW, with a capacity to boost to 500 MW, and requires a separate operating licence. * The project signifies a major milestone for advanced nuclear technology in the US. * Wyoming, rich in uranium, is positioned as an ideal location for modern nuclear infrastructure, supporting economic diversification.
158. https://cowboystatedaily.com/2026/03/04/terrapower-gets-ok-to-build-wyoming-nuclear-plant-first-approval-in-10-years/ - * TerraPower gains federal approval from the Nuclear Regulatory Commission to construct its first sodium-cooled reactor in Kemmerer, Wyoming, marking the first approval of a new nuclear reactor in ten years. * The project includes the Natrium reactor producing 345 MW, with capacity to peak at 500 MW, using liquid sodium as coolant. * The approval fast-tracked by the Trump administration, completed in 18 months, ahead of the initial schedule. * The project receives support from Wyoming’s congressional delegation and state officials, highlighting its local economic and energy importance. * TerraPower is also constructing a training facility near the site, with ongoing infrastructure development. * The reactor's design aims to be safer, cheaper, and more adaptable, utilising molten sodium instead of water for cooling.
159. https://www.bostonherald.com/2026/03/04/ticker-warsh-formally-nominated-to-be-fed-chair-nuke-plant-permitted-in-wyoming/ - * The U.S. Nuclear Regulatory Commission approved a permit for a sodium-cooled nuclear reactor in Wyoming, with construction set to start soon and completion targeted for 2030. * TerraPower, backed by Bill Gates, filed for the permit in 2024; the plant is to cost up to $4 billion. * The reactor is designed to generate up to 500 megawatts, powering approximately 400,000 homes. * Kevin Warsh was formally nominated for the Fed chair position, with the nomination forwarded to the Senate for consideration. * The nomination could face delays due to opposition from Senator Thom Tillis regarding an investigation into Jerome Powell.
160. https://www.bostonherald.com/2026/03/04/ticker-warsh-formally-nominated-to-be-fed-chair-nuke-plant-permitted-in-wyoming/ - * The U.S. Nuclear Regulatory Commission granted a construction permit for a sodium-cooled reactor in Wyoming, set to start construction within weeks, with completion targeted for 2030. * TerraPower, backed by Bill Gates, filed for the permit in 2024 and aims to finish the plant costing up to $4 billion. * The reactor is expected to generate up to 500 megawatts, enough for 400,000 homes. * Kevin Warsh was formally nominated to be the next Fed chair, with the nomination forwarded to the Senate Banking Committee. * The nomination faces potential opposition from Senator Thom Tillis due to an ongoing investigation into Jerome Powell's previous Senate testimony.
161. https://www.geekwire.com/2026/terrapower-becomes-first-next-gen-nuclear-company-to-get-u-s-green-light-for-building-reactors/ - * TerraPower, backed by Bill Gates, receives federal approval from the US Nuclear Regulatory Commission to construct its next-generation nuclear power plant. * The approval was granted in 18 months, significantly faster than the initial estimate. * The company aims to build hundreds of Natrium reactors, with the first two potentially operational by 2032 and all by 2035. * TerraPower is developing smaller, less expensive reactors designed for rapid production, with a demonstration plant under construction in Kemmerer, Wyoming. * US government supports regulation easing and fast-tracking of nuclear plant deployment, including the Atomic Energy Advancement Act.
162. https://www.geekwire.com/2026/terrapower-becomes-first-next-gen-nuclear-company-to-get-u-s-green-light-for-building-reactors/ - * TerraPower, backed by Bill Gates, becomes the first company in the US to receive NRC approval for constructing its next-generation nuclear power plant. * The approval was granted by the Nuclear Regulatory Commission (NRC) after an 18-month review. * The company plans to build multiple advanced Natrium reactors, with first operations targeted as early as 2032. * Construction of the demonstration plant in Kemmerer, Wyoming, began in 2024, with the goal of start-up by 2030. * TerraPower's reactors are smaller, less expensive, and can be assembled in three years, supporting increased nuclear capacity for energy demands.
163. https://www.gurufocus.com/news/8678845/terrapowers-small-nuclear-reactor-approved-for-construction - * The U.S. Nuclear Regulatory Commission approved TerraPower's Natrium reactor design for construction in Wyoming. * The reactor design utilizes molten salt cooling, with a capacity increase from 345 MW to 500 MW. * The plant is expected to operate by 2031 and will use HALEU fuel. * The approval marks the first in nearly ten years for a next-generation nuclear reactor. * TerraPower plans to deliver more reactors globally by 2035. * The article also discusses the financial performance of the VanEck Uranium Nuclear Energy ETF (NLR).
164. https://arstechnica.com/science/2026/03/terrapower-gets-ok-to-start-construction-of-its-first-nuclear-plant/ - * The US Nuclear Regulatory Commission issued construction approval to TerraPower for a site in Kemmerer, Wyoming. * The project involves a sodium-cooled reactor called Natrium, developed with GE Hitachi. * The reactor features liquid sodium cooling and energy storage, with a capacity of 245 MW and the ability to temporarily output 500 MW. * The approval marks a key step in the reactor's development, not necessarily its operational approval. * The design aims to operate alongside renewable energy sources, utilising salt-based thermal storage.
165. https://www.ans.org/news/2026-03-04/article-7818/nrc-approves-terrapower-construction-permit/ - * The NRC formally accepted TerraPower’s Part 50 construction permit application for the Kemmerer project in May 2024. * The NRC aimed to decide on the permit by the end of 2025 but completed its review five months earlier. * The Kemmerer project is the fourth non-LWR reactor to receive a construction permit in recent years. * TerraPower plans to start construction within weeks, subject to NRC approval of a separate operating license. * The project is part of US advanced nuclear energy development, with a timeline extension to 2030.
166. https://www.power-eng.com/nuclear/smrs/nrc-authorizes-construction-permit-for-terrapower-natrium-reactor-in-wyoming/ - * The U.S. Nuclear Regulatory Commission (NRC) approved a construction permit for TerraPower’s Natrium reactor in Wyoming. * This marks the NRC’s first approval of a commercial-scale advanced nuclear reactor in the US in nearly a decade. * TerraPower’s project plans to start construction in the coming weeks, with a target to complete by 2030. * The project involves a 345 MW sodium-cooled fast reactor with molten-salt energy storage, capable of boosting output to 500 MW. * Funding and licensing delays were partly due to fuel supply issues, including reliance on high-assay low-enriched uranium (HALEU).
167. https://www.sweetwaternow.com/nrc-approves-kemmerer-nuclear-plant-construction-permit/?utm_source=rss&utm_medium=rss&utm_campaign=nrc-approves-kemmerer-nuclear-plant-construction-permit - * The Nuclear Regulatory Commission approved a construction permit for the Natrium nuclear power plant in Kemmerer in March 2024. * The approval marks the first commercial reactor approved by the NRC in nearly a decade and the first non-light water reactor in over 40 years. * The plant is a sodium-cooled, advanced nuclear reactor designed by TerraPower, with a capacity of 345 MWe, expandable to 500 MWe with energy storage. * ThePermit approval is a historic step for advanced nuclear energy in the United States, reflecting rapid safety review and regulatory progress. * Wyoming Senator Cynthia Lummis highlighted the permit as a significant development for energy independence and economic opportunities in Wyoming.
168. https://www.sweetwaternow.com/nrc-approves-kemmerer-nuclear-plant-construction-permit/?utm_source=rss&utm_medium=rss&utm_campaign=nrc-approves-kemmerer-nuclear-plant-construction-permit - * The Nuclear Regulatory Commission approved a construction permit for the Natrium nuclear power plant in Kemmerer. * The approval is the first for a non-light water reactor in over 40 years and the first in nearly a decade. * TerraPower filed the permit application in March 2024; the review began in May 2024. * The plant is a 345-MWe sodium-cooled reactor with an energy storage system, capable of boosting output to 500 MWe. * Formal operation permit pending the plant's operation approval. * Wyoming Senator Cynthia Lummis highlighted the project as a step forward in energy independence and economic opportunity.
169. https://ecobiz.asia/indonesia-partners-japan-u-s-to-lay-foundations-for-nuclear-power-development/ - * Indonesia advances nuclear power development through cooperation with Japan and the United States, focusing on regulatory frameworks, human resource development, and SMR technology, in Jakarta. * The trilateral collaboration involves the FIRST Workshop, aiming for sustainable deployment of nuclear energy, with Indonesia planning its first plant operational by 2032. * The project aligns with Indonesia’s energy policy, which targets nuclear contribution of around 12% by 2060, and an initial capacity of 250 MW. * U.S. and Japanese support emphasises safety standards, transparency, and technical cooperation for Indonesia’s nuclear energy sector. * The initiative includes regional cooperation with Southeast Asia’s energy consumers and aims to ensure safe, responsible, and sustainable nuclear energy use.
170. https://www.tribtoday.com/news/national-news-apwire/2026/03/us-issues-first-commercial-construction-permit-for-a-nuclear-reactor-in-years-to-a-wyoming-project/ - *The U.S. Nuclear Regulatory Commission approved its first permit in eight years for a non-light-water nuclear reactor.* *TerraPower filed for the permit in 2024 and construction is set to begin within weeks.* *The $4 billion plant is targeted for completion in 2030 in Wyoming.* *The reactor will use molten sodium as coolant, unlike traditional water-cooled reactors.* *Gates-backed TerraPower aims to revolutionise nuclear power generation, with the plant capable of producing up to 500 MW.*
171. https://www.zerohedge.com/technology/historic-day-nuclear-industry-novel-technology-reactor-gets-first-federal-approval - * The Nuclear Regulatory Commission approved TerraPower's Natrium reactor permit in Wyoming on March 4, 2026, allowing construction to start. * The Natrium is a sodium-cooled fast reactor with molten-salt energy storage, capacity of 345 MWe, using High-Assay Low-Enriched Uranium (HALEU) fuel. * This marks the first approval for a non-light-water commercial reactor in over 40 years. * Full commercial operation is targeted for 2030, supported by US DOE funding and a deal with Meta for multiple plants. * The reactor is designed to address grid intermittency and advance nuclear innovation in the US energy sector.
172. https://www.koreatimes.co.kr/business/companies/20260305/terrapower-wins-approval-to-build-1st-commercial-smr-in-us?utm_source=rss - * TerraPower wins approval from the U.S. Nuclear Regulatory Commission to build its first commercial SMR in Wyoming, US. * The project aims to start operation by 2030, marking the first construction approval for an SMR. * The reactor design uses liquid sodium coolant, enhancing safety and efficiency. * TerraPower, founded by Bill Gates, is a leader in next-generation SMRs and has received significant investment from SK Innovation. * The project signifies technological maturity and regulatory recognition for TerraPower's nuclear technology.
173. https://www.zerohedge.com/technology/historic-day-nuclear-industry-novel-technology-reactor-gets-first-federal-approval - * The Nuclear Regulatory Commission approved TerraPower's permit on March 4, 2026, for the Kemmerer Power Station Unit 1 in Wyoming, allowing construction to start. * The reactor is a sodium-cooled fast reactor with molten-salt energy storage, capable of ramping output and supporting grid flexibility. * This marks the first non-light-water commercial reactor approval in over 40 years, signalling a shift in US nuclear policy. * The project is part of innovative efforts to address grid intermittency and promote clean energy, with full commercial operation targeted for 2030. * TerraPower has a significant partnership with Meta for up to eight Natrium plants, aiming to provide firm, carbon-free power for AI data centres.
174. https://wattsupwiththat.com/2026/03/04/trump-iis-nuclear-renaissance-a-government-play/ - * The US Department of Energy announced efforts to accelerate nuclear power deployment under President Trump, with a focus on expanding nuclear capacity from 100 GW in 2024 to 400 GW by 2050. * The article highlights a shift away from previous policies, aiming to make energy more affordable and reliable, especially replacing retiring power plants. * The Trump administration is supporting next-generation nuclear technology and domestic supply chains through initiatives like the Energy Dominance Financing Program. * The policy aims to build long-term assets for energy security and independence in the US.
175. https://www.koreatimes.co.kr/business/companies/20260305/terrapower-wins-approval-to-build-1st-commercial-smr-in-us?utm_source=rss - * TerraPower, a small modular reactor developer, approved to build its first commercial SMR in Wyoming, US.* Construction approval granted by the US Nuclear Regulatory Commission.* The plant aims to start operation by 2030.* The approval signifies recognition of TerraPower’s safety and technical maturity.* TerraPower plans to collaborate with SK Innovation and KHNP on the project.
176. https://www.miningmx.com/news/energy/63863-niger-airport-attack-perilously-close-to-uranium-stockpile/ - * Assailants launched an attack near Niger's Niamey airport, close to uranium powder stored at a military facility, early Thursday. * The assault involved gunmen on motorbikes and drone strikes, resulting in casualties among attackers, security forces, and damage to aircraft. * Niger’s military government seized control of Orano’s Somair mine in 2024, removing uranium without proper protocols amid ongoing disputes. * The government has nationalised the uranium operation and shifted alliances towards Russia, severing ties with Washington and Paris. * The attack raises concerns about radioactive material travelling through jihadist-controlled territories amid ongoing political instability.
177. https://stockhead.com.au/energy/asx-uranium-stocks-return-to-the-spotlight-as-nuclear-renaissance-turns-up-the-volume/ - * Uranium prices and ASX-listed uranium stocks are increasing due to growing global nuclear energy adoption. * The nuclear renaissance is driven by restarting reactors in Japan and worldwide support for nuclear power expansion. * Demand for uranium is forecasted to rise significantly, with estimates reaching up to 150,000 tonnes by 2040. * Major uranium-producing nations include Kazakhstan, Russia, China, and Uzbekistan, with supply risks due to geopolitical factors. * Australian companies like Atomic Eagle and Alligator Energy are expanding resources and moving towards production in response to the favourable market outlook.
178. https://www.africanews.com/2026/02/04/niger-military-government-to-sue-french-uranium-giant-over-environment/ - * Niger’s military authorities announce plans to sue Orano over alleged ecological disaster and environmental damage caused by storing radioactive material.* Niger’s decision follows the recent nationalisation of Orano’s assets and the revocation of its uranium mining licence.* Orano, majority owned by the French state, opposes these legal actions and has launched its own proceedings against Niger.* The dispute involves uranium mine operations and blocked uranium shipment, amid political tensions following Niger’s 2023 coup and reversal of previous agreements.* Niger produces a significant portion of global uranium, with longstanding history dating back to French colonial times.
179. https://www.trend.az/casia/kazakhstan/4150513.html - * Kazakhstan's uranium production in 2025 reached 25,839 tonnes, an 11% increase from 2024. * Kazatomprom's enterprises boosted quarterly production by 9% in Q4 2025. * In 2025, Kazatomprom sold 18,495 tonnes of uranium, also up 11% from 2024. * The average sales price decreased by 6%, from $65.78 to $65.10 per pound. * Kazakhstan's Kazatomprom plans to produce 27,500-29,000 tonnes in 2026, with increased operation at the Budenovskoye joint venture.
180. https://energiesmedia.com/deep-fission-kansas-advanced-nuclear-reactor/ - * Deep Fission has selected Parsons, Kansas, for a DOE-supported advanced nuclear reactor pilot project. * The project involves developing a small modular reactor (SMR) designed for underground placement. * The DOE's Reactor Pilot Program aims to support the construction of at least three test reactors by July 2026. * Deep Fission was founded in 2023 and focuses on innovative nuclear technology with an underground safety design. * Community engagement and safety concerns are among the challenges faced by the project.
181. https://www.nucnet.org/news/south-korea-passes-smr-special-act-with-aim-of-becoming-global-leader-in-technology-2-5-2026 - * South Korea's Ministry of Science and ICT passes a law supporting small modular reactors (SMRs) development. * The act aims to establish an SMR development plan within one year, post-approval, with updates every five years. * The government plans to accelerate SMR technology development and commercialisation through public-private collaboration. * An SMR system development committee will oversee rapid deployment. * The act is intended to enhance R&D, public understanding, and positioning South Korea as a global SMR leader. * South Korea currently operates 26 nuclear units, contributing 31.7% of electricity, with ongoing projects for two more units.
182. https://www.nucnet.org/news/industry-group-calls-for-concrete-actions-as-von-der-leyen-says-nuclear-drives-prices-down-2-4-2026 - *Nucleareurope, representing nearly 3,000 firms in nuclear energy, advocates for policies supporting all clean and sovereign energy sources, including nuclear, to ensure energy security and affordability.* *European Commission President Ursula von der Leyen highlights the need to stabilise energy prices, noting gas prices drive prices up while renewables and nuclear reduce them.* *She emphasises the role of nuclear power, the largest energy source in the EU, in achieving climate neutrality and urges investments to support its expansion.* *EU leaders are meeting to discuss market integration, supply chain risks, and support for energy-intensive sectors.*
183. https://ceenergynews.com/nuclear/romania-fid-dociesti-smrs/ - * Romania becomes the first European country to make a final investment decision for small modular reactors (SMRs).
184. https://stockhead.com.au/resources/uranium-stocks-go-nuclear-as-forecasters-tip-higher-prices/ - * Canaccord Genuity raised long-term uranium price forecast to US$110/lb in the 2030s, a 22% increase. * Global uranium demand expected to grow from 187Mlb in 2025 to 289Mlb, with an additional 100Mlb of supply required within 10 years. * Geopolitical tensions, including US diplomatic isolation and Niger's suspension of sales, tighten supply outlook. * Uranium stocks, including Australian, US, and African companies, experienced significant gains. * Spot and term uranium prices show upward pressure, with supply constraints and rising demand impacting prices.
185. https://www.ft.com/content/1ff2c7f1-5d12-4a42-a32d-e1ec93b67148 - * France will increase nuclear power output from 57 reactors and reduce reliance on fossil fuels by 2035. * The country aims for one in three car purchases to be electric by 2026 and provides subsidies for EVs. * The revised energy strategy reduces solar and wind expansion ambitions, focusing on nuclear. * France plans to build six new nuclear reactors, with a decision on eight more by 2026. * European climate policies are fractured, with Germany and the EU debating carbon market strategies and increasing US LNG imports.
186. https://resourceworld.com/uraniumx-discovery-raising-4-0-million-from-upsized-financing/?utm_source=rss&utm_medium=rss&utm_campaign=uraniumx-discovery-raising-4-0-million-from-upsized-financing - * UraniumX Discovery Corp. upsized its financing from $1.5 million to $4.0 million due to strong investor demand. * Proceeds will fund exploration and development on properties in Saskatchewan’s Athabasca Basin. * The flagship property, Murphy Lake, aims for a 70% interest through an option agreement with F4 Uranium. * The company owns the Zoo Bay and NeoCore uranium projects, located near known deposits and infrastructure. * The funding supports uranium exploration activities in the Athabasca Basin sector.
187. https://www.deseret.com/opinion/2026/02/12/utah-leads-america-nuclear-renaissance/ - • Utah announces plans for a nuclear facility in Brigham City as part of 'Operation Gigawatt'. • The US Department of Energy commits $1 billion to restart a Pennsylvania nuclear plant. • Utah passes Nuclear Power Amendments, establishing institutions and funds for nuclear development. • Federal policies like the SPEED Act aim to accelerate energy infrastructure approval processes. • Utah actively engages in regional alliances to boost nuclear and geothermal energy, supporting national energy security.
188. https://neutronbytes.com/2026/02/13/final-investment-decision-approved-for-six-nuscale-smrs-in-romania/ - * Romanian shareholders approve final investment for NuScale SMRs, with a timeline aiming for commercial operation by 2033. * Romania plans to replace 600 MW of thermal power with 462 MW of clean energy using NuScale technology. * US commits up to $9 billion for SMR projects in Armenia, supporting construction and long-term fuel and maintenance. * Both projects show US interest in deploying small modular reactors as tools of geopolitical influence. * Multiple US companies involved in nuclear technology development, infrastructure, and safety advancements.
189. http://www.wise-uranium.org/upnaet.html - * Multiple studies, including scoping, definitive feasibility, and environmental assessments, have been conducted or are ongoing for the Etango uranium mine project in Namibia. * The project has received environmental approval, and a mining licence was issued for a downsized development. * Bannerman Resources remains the owner after acquiring a stake, amidst a Chinese takeover bid. * Infrastructure adjustments include expanding waste rock dumps and shifting processing plant location. * Water sourcing for operations will rely on desalinated water due to aquifer limits.
190. https://www.mining.com/web/australian-uranium-miners-in-namibia-bullish-on-outlook-as-prices-surge/ - * Australian miner Paladin Energy plans to complete the ramp-up of its Langer Heinrich uranium mine in Namibia to reach maximum output from July, aided by rising prices. * Uranium prices surged to a two-year high of $101 per pound in January, settling between $85-$90. * Namibia, the world's third-largest uranium producer, achieved record output last year and expects ongoing growth. * Two new projects, Etango and Tumas, are in development with combined costs around 12 billion Namibian dollars, potentially doubling uranium output. * Chinese companies hold significant stakes in Namibian mines, with plans to acquire further interests in new projects.
191. https://oilprice.com/Alternative-Energy/Nuclear-Power/Rolls-Royce-Is-Leading-Europes-Small-Nuclear-Reactor-Race.html - * Rolls-Royce is developing a 470-MW pressurised water reactor for UK SMRs, with first units planned at Wylfa, Wales. * The UK government has committed $3.3 billion to Rolls-Royce's SMR programme and has selected the company as a preferred bidder. * Rolls-Royce collaborates with Canada's BWXT on design and supply chain, expanding into Czechia and Hungary. * The company aims to deploy SMRs across Europe and develop a nuclear micro-reactor for space by the early 2030s. * Funding from the UK Space Agency supports the micro-reactor project, with collaborations involving universities.
192. https://smallcaps.com.au/article/bannerman-energy-secures-major-cnnc-financing-for-etango-uranium-project - * Bannerman Energy enters into a strategic financing and joint venture agreement with CNOL, a China National Nuclear Corporation subsidiary, for the Etango Uranium Project. * CNOL commits to invest up to US$321.5 million, acquiring a 45% stake in JVCo, which owns 95% of the Etango Project. * CNOL will provide debt-free construction funding and will secure a 60% offtake from future uranium production. * Project completion targeted for mid-2026, pending regulatory approvals from Chinese authorities and Namibian regulators. * The deal de-risks the project by securing investment and eliminating construction funding concerns.
193. https://www.observer24.com.na/langer-heinrich-targets-higher-production/ - • Paladin Energy’s Langer Heinrich Mine in Namibia increased production to 2.3 million pounds of U₃O₈ in H1 FY2026. • Full-year production forecasted between 4 and 4.4 million pounds. • The mine upgraded water infrastructure to enhance supply security. • Namibia remains the world’s third-largest uranium producer, contributing about 12% to global output. • Sector benefits from government support, infrastructure, and exports via Walvis Bay port. • Power supply is secured through a 66 kV line and emergency generators; Namibia’s grid remains low-emission.
194. https://www.rfi.fr/en/france/20260213-france-new-energy-law-slashes-targets-on-renewables-in-favour-of-nuclear - * France's new energy law (PPE) cuts wind and solar power targets and reverses a mandate for EDF to shut nuclear plants. * The law aims to set decarbonised electricity production targets between 650 and 693 TWh by 2035. * It reinforces nuclear as the backbone of France's electricity system with a new reactor planned by 2038. * The law has sparked debate over renewable and nuclear energy, with opposition from political groups. * The law was pushed through after nearly three years of disagreement among lawmakers.
195. https://kalkinemedia.com/au/news/market-updates/asx-300-spotlight-bannerman-energy-slides-after-etango-jv-deal-across-all-ordinaries - • Bannerman Energy announced a binding joint venture and funding agreement for its Etango Uranium Project in Namibia. • The deal involves CNOL investing capital and acquiring uranium offtake rights. • Share price declined following the announcement within the ASX uranium segment. • CNOL is a subsidiary of China National Uranium Corporation, part of China National Nuclear Corporation. • The ownership structure will see CNOL holding a significant minority stake in the project. • The agreement influences market perceptions of control, funding certainty, and future cash flows. • The uranium sector on ASX has experienced volatility related to project funding and policy developments.
196. https://www.fool.com/investing/2026/02/10/2-nuclear-energy-stocks-to-buy-in-february/ - * Countries are increasing nuclear energy capacity; US aims to quadruple capacity by 2050. * Supplies are tightening due to geopolitical risk, notably from Russia. * Cameco, a Canadian uranium miner, benefits from rising demand and US sanctions on Russian uranium. * Centrus Energy supplies enriched uranium and aims to replace Russian imports with domestic enrichment capacity. * Both stocks trade at high valuations but are considered long-term investments based on the nuclear buildout.
197. https://ca.news.yahoo.com/us-conducts-first-air-transport-051044940.html - * The US Departments of Energy and Defence transported a small nuclear reactor on a cargo plane from California to Utah to demonstrate deployment potential.
198. https://www.surfcoastnews.com.au/science/10236/ - * France's government plans to publish a new energy strategy, PPE3, focusing on nuclear energy for the next decade. * The strategy aims to increase nuclear reactors from 56 to 57 by 2035, producing 360 TWh of electricity. * France intends to reduce fossil energy use to no more than 29% by 2035, with renewable sources also contributing. * The strategy includes construction of six EPR2 reactors starting in 2024 and investments of nearly 50 billion euros. * A gap identified in heat sector innovation and research, with calls for more ambitious investments in nuclear innovation.
199. https://www.thehindubusinessline.com/markets/commodities/uranium-eases-from-over-100lb-as-analysts-differ-on-its-prospects-for-2026/article70620102.ece - * Uranium soared over $100/lb in recent months due to supply disruptions and market speculation.* Analysts are divided on the 2026 prospects, with some forecasting prices from $82 to $110/lb.* Supply from Kazakhstan, Canada, and Namibia is expected to increase in 2026, despite shortages of sulphuric acid.* US and global nuclear capacity expansion plans support long-term demand.* Investment vehicles and geopolitical factors are tightening uranium availability.* Market outlook is cautious, with prices struggling to surpass $100/lb in the near term, but long-term growth prospect remains positive.
200. https://www.datacenterknowledge.com/energy-power-supply/nrc-intervention-tests-the-data-center-case-for-smrs-in-texas - * The Nuclear Regulatory Commission’s Atomic Safety and Licensing Board (ASLB) allowed opposition to a Texas small modular reactor (SMR) project on financial grounds.* The decision marks a regulatory challenge for the proposed four-reactor project by Dow and X-energy.* SMRs are designed to generate 50-300 MW, with interest from tech companies aiming for deployment by the early 2030s.* The Texas project faced opposition over financial qualifications, raising concerns about future SMR project timelines and costs.* SMRs offer scalable, land-efficient, 24/7 carbon-free power, with short construction timelines and lower capital per module.* Regulatory processes and safety improvements are key challenges, with US licensing currently under development.* Practical steps for data centres include early engagement with regulators, transparent communication, realistic contract structuring, holistic power system design, and maintaining decarbonisation efforts.* The real growth depends on demonstrating repeatable deployment and viable financing structures.
201. https://thebitcoinstreetjournal.com/centrus-energy-plans-uranium-production-boost-amid-us-fuel-crunch/ - * The US nuclear energy industry faces a potential fuel shortage due to growing demand for enriched uranium. * The Department of Energy is investing $2.7 billion in three companies to build uranium enrichment plants. * Experts warn that a fuel crunch could disrupt President Donald Trump’s 'nuclear renaissance' plans by 2028. * The US currently relies heavily on foreign imports from Kazakhstan and Canada. * A ban on Russian uranium, effective in 2028, is expected to tighten global supply. * The Trump administration has prioritised domestic uranium enrichment to reduce dependency on foreign sources and support nuclear energy expansion.
202. https://americanfaith.com/pentagon-moves-next-gen-reactor-in-bold-nuclear-leap/ - * The Department of Defense transported a microreactor prototype as part of Project Pele, aiming to demonstrate advanced nuclear capabilities for military use. * The reactor is designed for portability, enabling deployment at domestic or overseas military bases. * The move underscores efforts to improve energy independence, resilience, and security amid global instability and cyber threats. * The project emphasises safety, rapid deployment, and compliance with federal nuclear regulations. * Testing and regulatory evaluations are ongoing before potential deployment, reflecting a focus on strategic energy security.
203. https://ccemagazine.com/news/advanced-nuclear-framework-signals-major-opportunity-for-uk-construction-sector/ - • UK government unveils new Advanced Nuclear Framework to support next-generation reactor deployment. • Aims to accelerate advanced modular and small modular reactors for power, industrial, and AI data centres. • Creates a pipeline for project submission, assessment, and government endorsement to attract private investment. • Highlights plans for projects supporting thousands of jobs and energy security. • Seeks to position the UK as a leader in nuclear supply chain, underpinned by strategic fuel and land policy measures.
204. https://interestingengineering.com/energy/energy-nuclear-reactor-melt - * X-energy is building a Generation IV nuclear reactor called Xe-100, claimed to be unable to melt down. * The reactor is pebble-bed, high-temperature gas-cooled, uses TRISO fuel particles within graphite spheres. * It employs helium gas as a coolant, which is inert and prevents pressure-related instabilities. * The reactor can be scaled and is designed for safety, with spent fuel stored on-site without active cooling. * The reactor's high temperatures allow for industrial applications such as hydrogen production.
205. https://kalkinemedia.com/au/stocks/energy/samphire-uranium-plant-moves-into-trial-operations - * Alligator Energy completed commissioning of its Samphire pilot plant in South Australia. * The company begins field recovery trials to validate uranium recovery performance. * Preparatory site testing activities are underway for operational readiness. * Resource expansion efforts include data integration from satellite prospect Plumbush and drilling at Samphire and Big Lake. * A feasibility study is being developed with external support to inform future project development. * Regulatory approval processes for mining lease and environmental compliance are ongoing. * The project reflects increased activity in the uranium sector amid energy security discussions. * Transition from construction to operational testing marks key project advancement.
206. https://www.eurasiareview.com/16022026-the-invisible-backbone-the-geopolitical-gravity-of-uranium-analysis/ - * Uranium has gained geopolitical importance as a key fuel for decarbonised energy and energy security.* * Kazakhstan, Canada, and Australia control the majority of uranium production in 2023.* * Kazakhstan produces nearly 43% and is tied to Russia, giving Moscow influence over uranium supply.* * Russia controls around 40% of enrichment capacity, creating dependency among Western nations.* * Africa, particularly Niger and Namibia, is now a focus for geopolitical contest in uranium supply.* * China is securing long-term access to uranium through investments in Namibia and Kazakhstan.* * Countries are increasing nuclear capacity to meet climate targets, reducing dependence on Russian enrichment.* * Uranium trade is tightly regulated due to proliferation risks, with suppliers exerting significant influence.* * The future of uranium involves 'cradle-to-grave' control across the nuclear cycle, impacting global power balances.*
207. https://lanouvelletribune.info/2026/02/uranium-le-niger-assume-ses-negociations-avec-la-russie-et-defie-les-droits-dorano/ - * The Niger government announces ongoing negotiations with Russia, China, and the US for uranium sales, indicating a geopolitical shift away from France. * The discussions involve a stock of 2,000 tonnes of uranium concentrate, with Niger proposing a new distribution plan, conflicting with Orano's contractual rights. * The Niger government seeks to assert sovereignty over natural resources and diversify partnerships, impacting the global uranium market. * The move follows the suspension of the Imouraren mine permit, signalling broader changes in Niger's uranium strategy. * France's reliance on Niger for 15-20% of its uranium needs poses strategic concerns amid these developments.
208. https://www.mining.com/niger-stockpiled-1000t-of-yellowcake-at-military-base-ft/ - * Niger’s government moved approximately 1,000 tonnes of uranium concentrate (yellowcake) to a military air base near Niamey late last year. * The stockpile remains unsold, exposed to security risks, and is subject to a dispute with French company Orano. * Niger’s military seized control of the Somaïr mine after a government takeover in late 2024. * Discussions have taken place with buyers from Russia, China, the US, and the UAE, but no deal has been finalised. * Orano filed arbitration with ICSID, which ordered the uranium not to be sold without its consent, amid ongoing tensions.
209. https://www.prnewswire.co.uk/news-releases/ceo-statement-natrium-reactor-accepted-into-uk-regulatory-process-302692932.html - * TerraPower's President and CEO, Chris Levesque, announced the acceptance of the Natrium reactor into the UK's Generic Design Assessment process. * The application was submitted in October 2025 and marks the company's first international regulatory filing for the Natrium plant. * The Natrium reactor is a 345 MWe sodium-cooled fast reactor with molten salt energy storage, capable of boosting output to 500 MWe. * The project aims to bring advanced nuclear energy to the UK, supporting the development of nuclear technology. * TerraPower is involved in US projects and aims to expand its advanced reactor technologies internationally, including the UK.
210. https://smallcaps.com.au/article/peninsula-energy-on-track-to-meet-forecast-production-guidance-from-lance-uranium-project-restart - * Peninsula Energy and subsidiaries are on track to meet the 0.5 million pounds uranium production guidance for the year at Lance project, US. * The project’s central processing plant is being finalised for ramp-up, with development of Mine Unit 4 progressing. * Installation issues with precipitation circuits are being addressed, with replacement kits expected within seven weeks. * An additional reverse osmosis plant is being installed to improve water quality, operational within six weeks. * Acidification processes at Header House 14 and 16 are advancing, with uranium grades being encouraging. * Lance was a major US uranium operation, halted in 2019, now being restarted with a shift to low-pH in-situ recovery method.
211. https://www.newswire.com/news/eagle-plains-provides-update-on-uranium-city-uranium-projects-and-announces - - Eagle Plains has provided a project update on its Uranium City uranium exploration projects in northern Saskatchewan, detailing staking and project developments. - The company has made applications for exploration permits and received geophysical survey results to refine drill targets. - The dispostions, exploration agreements, and mineral occurrences at Don Lake - Smitty and other projects are described. - Eagle Plains announced the appointment of Andrew Wilson as investor relations representative. - The company continues to focus on uranium exploration in the Athabasca Basin, seeking collaborative partnerships.
212. https://www.lmtribune.com/wire/us-military-airlifts-small-nuclear-reactor-21543515 - * The U.S. military airlifted a microreactor to Utah for testing, part of a focus on more efficient small modular reactors (SMRs). * The reactor, produced by Valar Atomics, can generate up to 5 megawatts, enough to power 5,000 homes. * The flight aims to demonstrate deployment capabilities, but safety and waste disposal concerns remain. * The demonstration includes a flight to Utah with a reactor for evaluation at the Utah San Rafael Energy Lab. * Officials highlight potential applications for energy security on military bases and in emergency situations.
213. https://www.gurufocus.com/news/8633045/denison-mines-dnn-gains-approval-for-phoenix-uranium-mine-construction - * Denison Mines (DNN) received final regulatory approval from the Canadian Nuclear Safety Commission for the Phoenix in-situ recovery uranium mine at Wheeler River, Saskatchewan. * Approval marks the first large-scale uranium mine in Canada in over 20 years. * Construction is expected to take about two years, with production starting by mid-2028. * Denison operates in the Athabasca Basin, focusing on uranium exploration and development. * The company faces financial challenges, including high valuation metrics and signs of financial stress. * Stock surged 3.4% following approval, despite financial and sector risks.
214. https://resourceworld.com/denison-wins-final-regulatory-approvals-for-uranium-mine/?utm_source=rss&utm_medium=rss&utm_campaign=denison-wins-final-regulatory-approvals-for-uranium-mine - * Denison Mines received final federal regulatory approval to construct the Pheonix in-situ recovery uranium mine in Saskatchewan. * The Canadian Nuclear Safety Commission approved the Environmental Assessment and issued the Licence to Prepare Site & Construct Mine. * Provincial approvals for the project had previously been granted, enabling construction to commence. * Denison has awarded Wood Canada Ltd. a construction management contract for the project. * Uranium production is scheduled to start by mid-2028, with in-situ recovery as the mining method.
215. https://www.enerdata.net/publications/daily-energy-news/croatia-aims-reach-30-nuclear-energy-within-its-power-mix-2040.html - * The Croatian government presented a law to develop nuclear energy for civil purposes on 17/02/2026. * The law aims to establish a legal framework for nuclear energy development and increase its contribution to 30% by 2040. * Croatia plans to develop a Programme of Activities within six months and a comprehensive nuclear plan within one year. * The final location for a nuclear power plant will be decided later through a special law. * Croatia has a total installed capacity of 5.4 GW as of 2024, with a diverse energy mix and interest expressed in nuclear energy since February 2025.
216. https://www.zerohedge.com/energy/us-rapidly-expanding-its-nuclear-supply-chain-its-not-nearly-fast-enough - * The US is rapidly expanding its nuclear fuel supply chain across all four stages of the fuel cycle. * Several uranium miners plan to boost US output, and Solstice Advanced Materials aims to increase capacity for uranium conversion. * Centrus Energy is constructing a multibillion-dollar enrichment facility in Ohio, supported by funding from the Department of Energy. * X-Energy Reactor received US approval for its new fuel fabrication plant, the first in over 50 years. * Despite supply chain growth, no new commercial-scale reactors are currently under construction in the US.
217. https://mugglehead.com/african-resource-nationalism-puts-uranium-markets-on-edge/?utm_source=rss&utm_medium=rss&utm_campaign=african-resource-nationalism-puts-uranium-markets-on-edge - * African governments in Niger, Mali, and Burkina Faso challenge colonial-era mining contracts to control strategic minerals, notably uranium. * Disputes, such as Niger’s conflict with Orano SA, impact global uranium supply, with prices rising from under USD$66,000 to over USD$180,000 per tonne between 2021 and 2025. * African uranium reserves, critical for nuclear energy, face increasing political and legal uncertainty amid resource nationalism. * Rising global demand from China, India, and South Korea, alongside political disruptions in Africa, threaten supply stability. * Disputes over resource sovereignty influence regional politics and highlight risks for nuclear fuel supply chains.
218. https://americanfaith.com/three-mile-island-revival-grid-must-handle-peak-demand/ - * U.S. Energy Secretary Christopher Wright highlighted the need for a resilient grid to handle peak demand amid rising electricity use. * The plan to restart the Three Mile Island Nuclear Generating Station, now called Crane Clean Energy Center, signals federal support for nuclear energy. * The restart aims to restore reliable baseload power, essential for grid stability during demand spikes and extreme weather. * The revival reflects a shift in U.S. policy to emphasise energy reliability and environmental goals, supporting energy independence and economic growth. * The plant was shut down in 2019 for economic reasons, but is now set to come back online with federal financing assistance.
219. https://thebull.com.au/news/paladin-energy-shares-jump-on-uranium-project-environmental-approval/ - * Paladin Energy's shares (ASX: PDN) increased by 5.44% following environmental approval for its Patterson Lake South uranium project in Saskatchewan, Canada. * The approval, received from the Minister under Saskatchewan’s Environmental Assessment Act, allows the project to progress toward construction, subject to federal licensing. * The company’s Langer Heinrich Mine in Namibia reported a 16% increase in uranium production in December 2025, with full-year guidance on track. * Paladin's financial position is robust, with US$278 million in cash and investments as of February, and a US$70 million revolving credit facility. * Market sentiment remains positive despite some analyst caution, driven by increasing interest in nuclear energy's role in decarbonisation.
220. https://www.powermag.com/partner-content/160-days-to-fission-nuclear-powers-sprint-to-execution/ - • Numerous US nuclear projects are under construction, targeting criticality by July 4, 2026. • Projects include Kairos Power, X-energy, TerraPower, and others across several states. • TerraPower's Natrium project advances from planning to early physical construction, with fuel loading planned for 2030. • Federal policy and executive orders in 2025 aim to expand nuclear capacity and accelerate licensing, testing, and deployment. • Challenges include supply chain bottlenecks, fuel availability, workforce limitations, and regulatory reform efforts.
221. https://www.independent.co.uk/news/business/edf-hinkley-point-energy-prices-profits-b2925974.html - * EDF plans to invest £15 billion in the UK over the next three years, including funding for Hinkley Point C and Sizewell C projects. * The company's UK profits declined due to lower nuclear output and reduced power prices. * EDF’s UK nuclear output decreased by 12 per cent last year, affected mainly by an outage at Hartlepool. * UK energy prices have been decreasing since spiking after Russia's invasion of Ukraine in 2022. * EDF intends to expand its renewable energy capacity alongside nuclear to support UK energy transition and decarbonisation goals.
222. https://www.ans.org/news/2026-02-19/article-7770/gov-pritzker-issues-eo-to-boost-nuclear-energy-in-illinois/ - * The executive order aims to deploy at least 2 gigawatts of new nuclear capacity in Illinois by 2033, with initial notices of intent issued to developers. * The Illinois Commerce Commission (ICC), Illinois Power Agency (IPA), and other state agencies will establish a working group to review regulatory barriers and propose legislation. * Reports will focus on safety, environmental, interconnection, and procurement regulations, alongside workforce needs, supply chain, and emerging technologies. * The order responds to energy demand growth, including phases of import dependency forecasted by 2045, and comes after a partial lifting of Illinois' nuclear moratorium. * Governor Pritzker’s policies have evolved from vetoing large reactor builds to actively supporting nuclear expansion to ensure affordable, reliable energy.
223. https://www.powerinfotoday.com/nuclear-energy/france-ppe3-energy-plan-confirms-nuclear-expansion-to-2035/ - * France's PPE3 energy plan for 2026-2035 confirms significant expansion of nuclear power, including construction of six EPR2 reactors and decision on eight more by 2026. * The plan sets a nuclear production target of 380–420 TWh annually between 2030 and 2035, aligned with EDF's target of 400 TWh. * The strategy involves extending reactor lifespans, building a small modular reactor in the 2030s, and abandoning previous reactor shutdown plans. * The plan maintains support for renewables, emphasising upgrades over extensive capacity expansion. * Implementation aims to create over 120,000 jobs by 2030, supporting nuclear, solar, and wind sectors.
224. https://www.azom.com/news.aspx?newsID=65224 - * ORNL and Kairos Power entered a $27 million partnership to advance fluoride salt-cooled high-temperature reactor technology, supporting the Hermes demonstration reactors in Oak Ridge, Tennessee. * The project aims to accelerate advanced nuclear reactor development through ORNL's facilities and expertise, with DOE investing up to $303 million in Kairos Power's reactor design. * The collaboration will involve testing, assessment, and infrastructure support at ORNL's specialised laboratories over five years. * The partnership is part of ongoing ORNL-Kairos collaborations since 2020, fostering East Tennessee's nuclear energy ecosystem. * The initiative aims to meet increased energy demand by expanding nuclear capacity, leveraging ORNL's nuclear innovation legacy.
225. https://mining.com.au/paladin-advances-patterson-lake-south-with-eis-approval/ - * Paladin Energy receives ministerial approval for the EIS of the Patterson Lake South project in Saskatchewan, Canada. * The approval is a milestone necessary for permits and licences prior to construction and operation. * Saskatchewan's Minister of Environment approved the EIS following technical acceptance in June 2025. * Saskatchewan Premier Scott Moe supports the project’s progress in uranium production. * Paladin is working with the Canadian Nuclear Safety Commission to progress licensing for the project.
226. https://www.thegrayareasubstack.com/p/u-say-something - * The article discusses the importance of uranium for nuclear energy and highlights dependency on foreign sources, especially in the US. * The Department of Energy announced a $2.7 billion investment to boost domestic uranium enrichment. * Uranium prices show strong bullish momentum, with potential targets up to $150-$300 per pound. * Kazatomprom in Kazakhstan announced a reduction in uranium mining forecast for 2026, raising supply concerns. * Uranium mining stocks like URNM are also showing bullish technical patterns, with potential outperformance over the stock market.
227. https://ceenergynews.com/nuclear/polish-modular-reactor-ge-osge/ - - Orlen Synthos Green Energy (OSGE) and GE Vernova Hitachi Nuclear Energy sign a contract to develop a Polish-specific BWRX-300 small modular reactor (SMR) design. - The contract, known as the Polish Generic Design Assessment (PGDA), aims to adapt the design to Polish and European regulatory standards. - OSGE will establish a nuclear training centre at Łukasiewicz–Electrotechnical Institute to support SMR deployment. - The project forms part of Poland’s broader strategy to diversify its energy mix and strengthen nuclear energy capacity. - The initiative aims to streamline approval processes and accelerate SMR deployment in Poland.
228. https://environmentjournal.online/energy/hartlepool-heysham-suffolk-torness-produced-12-of-uk-energy-in-2025/ - * EDF generated nearly one-quarter of UK's electricity in 2025, mainly from five nuclear sites, including Sizewell B, Heysham, and Torness. * The sites produced 12% of UK energy in 2025, with a notable fall due to an outage at Hartlepool. * EDF's earnings decreased from £2.9 billion to £1.9 billion, impacted by reduced nuclear output and energy value. * EDF pledged £15 billion for nuclear, wind, and solar projects in Britain over the next three years, including Hinkley Point C. * EDF invested £5 billion in 2025, up 30% compared to the previous year, aiming to enhance clean energy capacity.
229. https://rsc2018.co.uk/21-9997-french-nuclear-power-enters-a-real-golden-age/ - * France’s nuclear ecosystem is developing with three companies submitting designs to the nuclear safety authority, marking a new phase of reactor projects. * Newcleo, Stellaria, and Jimmy Energy are seeking approval for different advanced reactor designs, including fast reactors, molten salt reactors, and microreactors. * These filings indicate France's aim to modernise its nuclear industry, update technology, and maintain its role in low-carbon energy. * Newcleo's lead-cooled fast reactors and fuel recycling plans are progressing, with safety and regulatory processes ongoing. * Stellaria and Jimmy Energy are working on small modular reactors targeting industrial heat and micro-power applications. * France’s push in advanced nuclear is driven by replacing old reactors, EU climate goals, energy security concerns, and waste management strategies.
230. https://www.northernminer.com/news/kazatomprom-signs-uranium-supply-deal-with-india/1003887975/ - • Kazatomprom plans to sell over 50% of its output to India’s Department of Atomic Energy. • The deal could tighten the global nuclear fuel market. • Approval from Kazakh shareholders is required prior to finalising the agreement. • Kazatomprom produces approximately 20% of global uranium, with a production increase expected this year. • Despite growth, analysts forecast a sustained global uranium supply deficit amid rising demand.
231. https://www.journalduniger.com/uranium-niger-orano-dialogue-nationalisation-somair/ - * Orano souhaite ouvrir des négociations avec le Niger après la nationalisation de la Somaïr. * La déclaration a été faite lors de la présentation des résultats annuels d'Orano. * Le Niger a nationalisé Somaïr, détenue majoritairement par Orano, en juin 2024. * Le différend concerne les stocks d’uranium produits avant et après le changement de régime. * Orano estime la valeur des stocks à environ 300 millions d’euros et a lancé des procédures d’arbitrage international.
232. https://www.ans.org/news/2026-02-25/article-7794/inl-opens-molten-salt-testing-facility/ - * INL establishes MSTEC, a facility for molten salt testing and nuclear fuel cycle research. * The facility includes equipment for analysing irradiated nuclear materials and novel salts. * MSTEC will support research from 2027, including fuel salt irradiation experiments and collaborations with international partners. * The facility aims to advance next-generation nuclear reactor technologies. * INL’s broader capabilities include irradiating salts and conducting precise elemental analysis.
233. https://carboncredits.com/kazatomprom-deepens-strategic-ties-with-india-in-major-long-term-uranium-supply-deal/ - * Kazatomprom, Kazakhstan’s state uranium producer, is seeking shareholder approval for a major long-term supply deal with India’s Department of Atomic Energy. * The transaction involves sale of natural uranium concentrates, potentially exceeding 50% of Kazatomprom’s assets. * Kazatomprom produced 25,839 tonnes of uranium in 2025, representing a 10–11% increase from 2024. * India’s domestic uranium needs are not fully met, prompting reliance on imports and long-term contracts. * The deal could further tighten a global uranium market with existing supply deficits, affecting spot availability.
234. https://oilprice.com/Alternative-Energy/Nuclear-Power/Americas-Nuclear-Comeback-Is-Gaining-Momentum.html - * The United States is expanding nuclear power, supported by government and private funding.* The US aims to develop 400 GW of nuclear power by 2050, with significant projects planned for the decade starting 2026.* The Trump administration committed over $80 billion to Westinghouse for large-scale reactors, including AP1000 models.* The NRC has advanced regulations to support licensing and development of new reactors and SMRs.* Japan and major tech companies are investing in US nuclear projects to meet climate and operational goals.* TerraPower, supported by Bill Gates, is close to approval for its Natrium SMR in Wyoming.* Skilled workforce development is a challenge due to recent sector stagnation.* The US's nuclear capacity growth is expected to accelerate but will take several years to reach Trump’s ambitious targets.
235. https://www.edie.net/from-costs-to-carbon-capture-seven-key-gaps-facing-the-uks-clean-power-2030-mission/ - * The analysis, published by Wood Mackenzie, discusses pathways towards UK's energy transition, including a scenario aligned with Clean Power by 2030 and net-zero by 2050. * UK’s energy storage is projected to reach 29.5GW by 2030, exceeding the 27GW target, and renewables already contribute around half of power generation. * Major challenges include unlocking finance, modernising the grid, scaling wind farms, expanding carbon capture, deploying nuclear power, just transition for workers, and reducing energy bills. * The UK aims for 24GW of nuclear capacity by 2050, with current estimates at 10.5GW, and faces delays and costs in large projects. * The government plans to create two million green jobs by 2030, with a current count approaching 700,000. * Discussions around financing, infrastructure, supply chain, and policy support are ongoing to meet these ambitions.
236. https://www.jdsupra.com/legalnews/the-advanced-nuclear-framework-6244108/ - * The UK DESNZ published the Advanced Nuclear Framework, establishing a structured policy for private modular nuclear projects. * The Framework includes the UK Advanced Nuclear Pipeline, a multi-stage process for project assessment and progression. * It introduces Project Enablers, such as planning reform and grid connection reforms, to facilitate deployment. * The government may offer revenue support mechanisms, HILP protections, and Wales Wealth Fund investments. * The Framework emphasises modular nuclear technologies' role in UK energy security and net zero ambitions.
237. https://www.enerdata.net/publications/daily-energy-news/croatia-aims-reach-30-nuclear-energy-within-its-power-mix-2040.html - * The Croatian government introduced a law to develop nuclear energy for civil purposes. * The goal is to increase nuclear contribution to at least 30% of annual electricity demand by 2040. * The law requires development of a programme within six months and a comprehensive plan within a year. * The final decision on nuclear plant location to follow after regulatory procedures. * Croatia plans to support Ukraine’s energy system as part of its broader energy strategy.
238. https://americanfaith.com/three-mile-island-revival-grid-must-handle-peak-demand/ - * U.S. Energy Secretary Christopher Wright announced plans to restart the Three Mile Island Nuclear Generating Station in Pennsylvania, signalling federal support for nuclear energy. * The restart of Unit 1, now called Crane Clean Energy Center, aims to enhance grid reliability amid rising electricity demand. * The facility previously shut down in 2019 for economic reasons but produced carbon-free baseload power. * The revival is part of a broader U.S. energy policy shift towards reliability and environmental goals, emphasising nuclear’s role in a resilient grid.
239. https://www.jdsupra.com/legalnews/nrc-publishes-initial-revisions-to-new-6228915/ - * The US Nuclear Regulatory Commission (NRC) issued updates to its construction inspection guidance on February 5, 2026. * The revisions introduce the Advanced Reactor Construction Oversight Program (ARCOP), replacing the previous construction oversight process. * ARCOP is risk-informed, performance-based, and adaptable to various reactor technologies including small modular and non-light-water reactors. * The new framework includes pre-construction, baseline, supplemental, and reactive inspections. * The NRC will develop inspection matrices for each reactor design to ensure conformance with safety and security standards.
240. https://www.canadianminingjournal.com/news/canadas-first-new-large-scale-uranium-mine-in-over-20-years-moves-forward/ - * Denison Mines announces final investment decision to build the Phoenix in-situ recovery (ISR) uranium mine in Canada. * Construction planned to begin in March 2026, with site preparation and activities expected to last about two years. * The project received provincial and federal approvals, secured financing, and procurement of long-lead materials. * First production anticipated by mid-2028, marking a new phase in Canadian uranium mining. * Company aims to establish new uranium supply before the decade's end.
241. https://www.powermag.com/partner-content/160-days-to-fission-nuclear-powers-sprint-to-execution/ - * Multiple nuclear projects across the U.S. are advancing towards criticality by July 2026, marking a historic acceleration in nuclear construction since the 1970s. * Projects include Kairos Power in Tennessee, X-energy in Texas, TerraPower in Wyoming, and several microreactors in different states. * The US government has introduced executive orders to reform regulation, enhance fuel supplies, and support deployment, aiming for 10 large reactors under construction by 2030. * Industry’s focus is on scaling microreactors, advanced reactors, and large reactors, with efforts to reduce costs and build domestic manufacturing capacity. * Challenges remain in fuel supply, manufacturing, workforce, and supply chain logistics, critical for meeting aggressive deployment timelines.
242. https://interestingengineering.com/energy/deep-fission-gravity-nuclear-reactors-uranium-deal - * Deep Fission, a California-based startup, signed a fuel purchase agreement with Urenco USA to support its underground reactor testing and demonstration phases. * The fuel will power Deep Fission’s ‘Gravity’ reactor, a mile-deep small modular reactor (SMR) designed to reduce construction costs. * The company aims to participate in the US Department of Energy’s Reactor Pilot Program and scale production for AI data centres and electricity grids. * The ‘Gravity’ reactor's underground placement reduces the need for costly structures and passive shielding, potentially cutting costs by 80%. * Scaling suggests multiple reactors could provide 1.5 GW, enabling large-scale industrial and data centre applications.
243. https://www.azom.com/news.aspx?newsID=65224 - * ORNL and Kairos Power enter into a $27 million partnership to develop advanced nuclear reactors, supporting US nuclear energy goals in Oak Ridge, Tennessee. * ORNL provides expertise, facilities, and assesses technologies, focusing on fluoride salt-cooled high-temperature reactors. * The project supports Kairos Power's Hermes demonstration reactors and commercialisation plans. * DOE invests up to $303 million in Kairos Power's molten salt reactor via the Advanced Reactor Demonstration Program. * The collaboration aims to accelerate nuclear energy deployment to meet rising energy demand by 2050.
244. https://www.mining.com/denison-builds-canadas-first-in-new-type-of-uranium-mine/ - * Denison Mines plans to start constructing the Phoenix uranium mine in March in northern Saskatchewan. * The project is in-situ recovery (ISR) and will be operational by mid-2028. * The C$419 million build decision follows regulatory approval of environmental assessment and licences. * The project is expected to provide a new source of uranium, aligned with rising demand for nuclear energy. * Phoenix hosts proven reserves of 6,300 tonnes grading 24.5% U3O8 and probable reserves of 212,700 tonnes at 11.4% U3O8. * Denison owns 90% of the project and is the operator. * Similar developments include projects by Paladin Energy and NexGen Energy in Saskatchewan.
245. https://www.nucnet.org/news/europe-needs-to-end-energy-dogmas-and-back-nuclear-says-eesc-vice-president-2-3-2026 - * Alena Mastantuono calls for the European Union to adopt a nuclear strategy, emphasizing streamlined procedures, funding, and technological neutrality. * The EU needs to rebuild energy sovereignty due to strained geopolitical relations and reliance on Russian gas and LNG. * Mastantuono highlights Europe's existing nuclear capacity and the importance of low‑carbon options for achieving 2050 climate neutrality. * The European Economic and Social Committee advocates for nuclear's role within broader energy transition frameworks.
246. https://carboncredits.com/kazatomprom-deepens-strategic-ties-with-india-in-major-long-term-uranium-supply-deal/ - * Kazatomprom plans to sell a significant portion of uranium concentrates to India’s Department of Atomic Energy, requiring shareholder approval in Kazakhstan. * The deal could tighten the global uranium market and is valued at or above 50% of Kazatomprom’s total assets. * Kazakhstan accounts for about 20% of global uranium production, with 2025 output of 25,839 tonnes. * India’s domestic uranium production meets only 36% of its needs, with imports projected to be around 9,000 tonnes from 2025–2033. * The proposed deal reflects shifting geopolitical dynamics, with Kazakhstan and Canada expected to dominate uranium exports by 2050.
247. https://paherald.sk.ca/denison-mines-gets-green-light-for-uranium-project-in-northern-saskatchewan/ - * Denison Mines received regulatory approval for a uranium mine in northern Saskatchewan, part of the Wheeler River Project, announced on Feb. 19. * The mine will be located east of Cree Lake in the Athabasca Basin, with construction expected to begin in 2026 and production start in mid-2028. * The project includes high-grade uranium mining from the Phoenix deposit, with in-situ recovery (ISR) method approved for the first time in Canada. * The Canadian Nuclear Safety Commission issued a licence valid until 2031. * Métis Nation–Saskatchewan has a support and partnership agreement, with employment and royalties as benefits.
248. https://www.newswire.com/news/atha-energy-final-assays-from-2025-angilak-exploration-program-confirm-high - * Final assay results from 2025 Angilak exploration confirm high-grade uranium mineralisation at KU and Mushroom Lake targets, with grades up to 1.56% U3O8 and 1.10% U3O8 respectively. * The exploration operations included six drillholes at KU and two at Mushroom Lake, leading to discoveries and expansion of mineralised zones. * The programme also identified extensive mineralisation at the J4/Ray zone and broader district-scale potential across three mineralised corridors. * Results point to a possible uranium district within the Angikuni Basin, with ongoing technical and exploration activities planned.
249. https://www.innovationnewsnetwork.com/establishing-a-long-term-policy-vision-in-favour-of-net-zero-nuclear/67058/?utm_source=rss&utm_medium=rss&utm_campaign=establishing-a-long-term-policy-vision-in-favour-of-net-zero-nuclear - * Jessica Johnson of nucleareurope calls for a balanced, long-term nuclear policy within Europe's sustainability and energy security framework. * Emphasises nuclear's role in decarbonising the EU energy system, supporting stability, and industrial competitiveness. * Advocates for technology neutrality, expanding nuclear supply chain, and fostering renewable and nuclear integration. * Recommends policies supporting electrification, clean hydrogen, supply chain security, and skilled workforce development. * Stresses the importance of public and private investment, public financing, and inclusive policy mechanisms for nuclear projects. * Targets 150 GW nuclear capacity in the EU by 2050 as part of EU energy transition goals.
250. https://www.jdsupra.com/legalnews/the-advanced-nuclear-framework-6244108/ - * The Department for Energy Security and Net Zero (DESNZ) in the UK announced the Advanced Nuclear Framework to support privately led modular nuclear projects. * The Framework introduces the UK Advanced Nuclear Pipeline, a process to assess and progress next-generation nuclear projects, and enabler reforms. * Projects in the Pipeline may access government support, including revenue mechanisms and financial protections. * The Framework emphasises reforms in planning, grid connection, and regulatory processes to facilitate deployment. * The policy underscores UK focus on Small, Advanced, and Micro Modular Reactors (SMRs, AMRs, MMRs) as part of the transition towards net zero and energy security. * Challenges identified include capacity pressures on GBE-N, limited supply of HALEU fuel, and skills shortages. * The Framework aims to create a structured, predictable pathway for nuclear deployment, with increased international vendor participation.
251. https://stockhead.com.au/resources/american-uranium-delivers-fresh-uranium-hits-ahead-of-imminent-resource-update-at-lo-herma/ - * American Uranium confirms additional uranium mineralisation along trend at Lo Herma in Wyoming. * Ongoing drilling programme targets resource extension, with results supporting an update due by the end of March. * Four of five recent holes intercepted uranium mineralisation, with one hit showing a grade thickness of 0.6 over 5.8m. * Lo Herma's area remains open along a trend extending at least 1,200m, with further exploration planned. * Resource contains 8.57 million pounds U3O8; drill results aim to increase this and move towards production.
252. https://interestingengineering.com/energy/russia-strong-steel-next-gen-nuclear-reactors - * Russian scientists developed a new austenitic steel for lead-cooled fast neutron reactors operating at temperatures up to 600°C (1,112°F). * The development is part of the “Breakthrough” (Proryv) project aimed at implementing a closed nuclear fuel cycle. * The steel offers corrosion resistance and thermal stability; laser welding technology for critical equipment was tested. * CNIITMASH and Rosatom's division developed materials for high-temperature gas-cooled reactors using carbon-carbon composites. * These technological advances support the realisation of fourth-generation nuclear energy projects with higher efficiency.
253. https://www.mining.com/global-atomic-faces-potential-class-action/ - • Global Atomic faces potential lawsuit over disclosures between Nov 2023 and Jan 2025. • The company’s chief executive and disclosures are under investigation. • The lawsuit alleges misrepresentations and seeks damages, but is not yet certified. • An investor alert highlights issues with a $295 million US loan for the Dasa project in Niger. • The project’s financing is delayed due to political developments in Niger.
254. https://carboncredits.com/does-303m-bet-on-kairos-power-signals-americas-advanced-nuclear-push/ - * The U.S. Department of Energy finalised a $303 million performance-based agreement with Kairos Power to support the Hermes demonstration reactor in Oak Ridge, Tennessee. * Hermes is a low-power, Generation IV reactor based on fluoride salt-cooled high-temperature reactor (KP-FHR) technology, approved for construction by the NRC in December 2023. * The reactor aims to demonstrate safe, low-cost nuclear heat and advanced nuclear system operation, projected to be operational in 2027. * The project leverages technology such as TRISO-coated fuel and molten fluoride salt coolant to enhance safety and simplify operations. * The agreement marks a strategic step in the US nuclear re-emergence, aligning public-private funding, and promoting innovation in small modular and advanced reactors.
255. https://skillings.net/uraniums-indian-pivot-kazatomproms-massive-new-supply-pact/ - * Kazatomprom signed a binding long-term supply contract with India's Department of Atomic Energy, involving over 34-38 million pounds of uranium. * India also agreed a $2.8 billion supply deal with Cameco, covering approximately 31-32 million pounds over 10 years. * Combined, these deals lock up approximately 66-70 million pounds of uranium, representing a systematic acquisition of global capacity. * India’s nuclear capacity is projected to triple by 2031, with domestic uranium only meeting one-third of demand. * Global uranium demand is rising, while primary mine production struggles to keep pace, driving prices above $90 per pound.
256. https://www.pureskinmedispa.co.uk/28-11422-two-licence-applications-for-mini-nuclear-reactors/ - * France has received two licence applications for mini nuclear reactors, with the latest attracting attention. * Other countries, including China and the US, are building or operating nuclear demonstrators. * The Stellarium project involves a Generation IV molten salt reactor designed for industrial heat applications. * The reactor aims to compete with US, Chinese, and Canadian nuclear companies. * Concerns include waste management and safety features of advanced reactor designs. * The focus is on small modular reactors (SMRs), Generation IV technologies, and their role in decarbonising industrial heat.
257. https://www.eenews.net/articles/utah-requests-nrc-authority-to-regulate-nuclear-power/ - * Utah requests NRC authority to oversee small nuclear technology and uranium enrichment. * The request was made in a Nov. 10 letter to the NRC, seeking to expand state regulatory powers. * The letter included proposals for microreactor licensing, fuel storage, reprocessing, and a pilot project to streamline permits. * Utah is actively developing nuclear power industry initiatives, including alliances and partnerships. * The state aims to build a nuclear industry in Utah, collaborating with other states and companies.
258. https://energiesmedia.com/x-energy-tx-1-advanced-nuclear-fuel-fabrication/ - * X-energy launched construction of its TX-1 advanced nuclear fuel fabrication complex in Oak Ridge, Tennessee. * The project commenced vertical construction in November 2025, with support from the U.S. Department of Energy’s ARDP. * The 214,812-square-foot facility aims to produce fuel for next-generation small modular reactors, specifically for X-energy’s Xe-100 SMR. * Clark Construction Group was awarded a $48.2 million contract for its construction. * The complex is expected to strengthen U.S. energy security and decarbonisation efforts, supporting future SMR deployment and possibly international projects.
259. https://skillings.net/niger-moves-1000-tonnes-of-seized-uranium-to-military-base/ - * Niger’s military government relocates approximately 1,000 tonnes of uranium concentrate to a military airbase near Niamey in 2024. * The uranium, seized from Orano’s Somair mine, is valued at around $240 million. * In 2026, militants attacked the airbase, highlighting security vulnerabilities of the uranium stockpile. * Niger moved the uranium despite legal rulings and diplomatic tensions, leading to legal disputes with Orano. * Niger proposes returning 95,000 tonnes of yellowcake, but logistical and security challenges remain, with ongoing legal and diplomatic issues.
260. https://www.powermag.com/romanias-coal-to-nuscale-smr-conversion-secures-fid-moves-into-implementation-with-caveats/ - * Romania’s Nuclearelectrica approved a final investment decision for a 462‑MWe NuScale small modular reactor project at the former Doicești coal plant. * The project is set to begin implementation, contingent on conditions, with operational goals by early next decade. * The site has undergone extensive remediation, and the project will utilise NuScale’s VOYGR‑6 configuration. * Conditions linked to the FID remain confidential; the project aims to move into detailed engineering and licensing phases. * Romania’s nuclear strategy includes refurbishment of Cernavoda units and plans for new units, supported by US and international cooperation.
261. https://www.nucnet.org/news/europe-needs-to-end-energy-dogmas-and-back-nuclear-says-eesc-vice-president-2-3-2026 - * Alena Mastantuono calls for the European Union to support nuclear energy through streamlined procedures and equal funding. * She advocates for technological neutrality as a guiding principle. * The EU's geopolitical context, including Russian gas phase-out and strained LNG supply chains, emphasises energy sovereignty. * The EU benefits from over 100 nuclear reactors across 13 member states. * Achieving 2050 climate targets requires all credible low-carbon options, including nuclear.
262. https://canalaska.com/canalaska-intersects-new-high-grade-uranium-mineralization-250-metres-northeast-of-pike-zone-on-the-west-mcarthur-jv/ - * CanAlaska Uranium intersects new high-grade unconformity-associated uranium 250 metres northeast of Pike Zone during 2026 winter drill program in the Athabasca Basin. * Drillhole WMA101-02 detected 5.2 metres at 3.10% eU3O8 at the unconformity. * The mineralised footprint has expanded both northeast by approximately 250 metres and southwest by approximately 50 metres. * The programme aims to evaluate for additional high-grade uranium pods and extension of the hydrothermal alteration system. * Three drills are operational, with ongoing exploration expected to complete in April 2026, and a summer drilling plan is in place.
263. https://www.internationalaffairs.org.au/australianoutlook/a-convergence-critique-the-future-of-australian-uranium-and-us-ai-ambitions/ - * Australian legislative policies and uranium regulations are criticised for hindering nuclear energy development amidst rising energy demands and US AI infrastructure plans. * The US plans to expand nuclear capacity and increase use of high-assay low-enriched uranium (HALEU) for AI infrastructure, with significant Australian uranium exports supporting US needs. * Australian uranium exports are subject to strict international and national regulations, including the Non-Proliferation Treaty and safeguards by IAEA. * Political debates in Australia reflect divided views on nuclear energy, with legislative barriers and policy restrictions limiting development. * The article advocates for reform to streamline nuclear regulations in Australia to support domestic energy and international nuclear trade.
264. https://www.nsenergybusiness.com/analysis/nano-building-microreactors-for-a-growing-nuclear-market/ - * Nano Nuclear Energy Inc, founded by Jay Jiang Yu, focuses on microreactors to meet increasing nuclear demand and decarbonisation mandates. * Micro-reactors are aimed at remote and specialised markets such as military, disaster areas, and industry. * Two reactor designs, ZEUS and ODIN, explore different cooling methods and technology maturity levels. * Both reactors are designed for standard ISO containers, supporting mobility and portability. * The company engages early with regulators, including external validation, aiming for licensing around 2030. * Nano plans to develop a vertically integrated business including fuel fabrication and transportation systems. * NANO's energy-as-a-service model targets process heat applications primarily for industry. * The company aims for commercialisation in the early 2030s, with scaling manufacturing in Tennessee and ongoing model validation.". "accuracy": "high accuracy, low bias and no paid content
265. https://www.innovationnewsnetwork.com/establishing-a-long-term-policy-vision-in-favour-of-net-zero-nuclear/67058/?utm_source=rss&utm_medium=rss&utm_campaign=establishing-a-long-term-policy-vision-in-favour-of-net-zero-nuclear - * Jessica Johnson of nucleareurope calls for policy frameworks supporting nuclear energy's role in Europe's sustainability goals. * Emphasises nuclear's contribution to decarbonising EU energy, stabilising electricity, and supporting industry. * Recommends supporting net zero technologies, increasing electrification, and developing Europe's nuclear supply chain. * Highlights the need for secure, diversified nuclear fuel supply and cost-efficient electricity balancing. * Advocates for support of clean hydrogen, skills development, and public/private investment mechanisms. * Urges policy stability and equal treatment for nuclear in EU funding and innovation programmes.
266. https://www.openpr.com/news/4409436/nuclear-reactor-decommissioning-market-2026-amazon-backed - * X-Energy subsidiary TRISO-X obtains NRC approval to manufacture advanced TRISO nuclear fuel in the US. * Licences cover two plants, TX-1 (under construction) and TX-2 (design phase), supporting next-generation reactors. * Utilises HALEU pellets with multi-layer coatings for enhanced safety and efficiency. * The licence supports US energy security and reduces reliance on foreign uranium. * Takes a regulatory milestone after safety and environmental assessments. * Market focus on small modular reactors and advanced nuclear fuel technologies. * Market size was US$ 76.5 billion in 2022, with projected growth and strategic investments. * Key players include Westinghouse Electric, SNC-Lavalin, Babcock, and others. * Industry developments in decommissioning, robotics, and regulatory streamlining in 2026. * Regional growth driven by North America, Europe, and Asia-Pacific. * Market growth driven by aging reactors, safety regulations, and technological advances.
267. https://nuclear-news.net/2026/02/26/1-b-uk-regulators-to-begin-formal-assessment-of-terrapowers-345mwe-sodium-cooled-fast-reactor/ - * UK regulators to initiate a Generic Design Assessment (GDA) of TerraPower's Natrium nuclear reactor design. * The GDA will evaluate safety, security, and environmental aspects before site-specific approvals. * The assessment follows a readiness review after design preparation. * TerraPower, co-founded by Bill Gates, develops the sodium-cooled fast reactor as part of a US partnership. * The US Department of Energy supports the project with up to $2 billion funding. * Sodium-cooled reactors pose unique technical and regulatory challenges due to chemical reactivity of liquid sodium.
268. https://www.rfi.fr/en/france/20260301-france-s-nuclear-renaissance-faces-uncertainty-amid-uranium-crunch - * France’s multi-annual energy plan (PPE3) emphasises nuclear power, including six new reactors, by 2035. * Construction of the Flamanville reactor was delayed but reached full capacity in December 2025. * France relies on uranium imports, primarily from Niger, which ceased due to the 2023 military coup. * Niger’s uranium exports were revoked, creating a supply gap for France's nuclear sector. * France is seeking new uranium sources in Kazakhstan, Mongolia, Namibia, and Australia. * China’s expanding nuclear fleet and Belt and Road projects impact global uranium markets. * France’s nuclear strategy is part of its decarbonisation and energy sovereignty goals, but faces supply risks.
269. https://www.rfi.fr/en/france/20260301-france-s-nuclear-renaissance-faces-uncertainty-amid-uranium-crunch - * France's multi-annual energy plan supports nuclear power, aiming for increased contribution by 2035. * France’s attempt to expand nuclear capacity faces a supply crisis after Niger’s military coup revoked uranium export permits. * Niger's uranium supply, historically providing around 20% to France, has been halted since June 2025 due to nationalisation. * Global uranium market is dominated by Kazakhstan, Canada, Namibia, and others, with a projected demand rise to 87,000 tU by 2030. * France is seeking alternative uranium sources, visiting Kazakhstan and Mongolia, and expanding exploration in Namibia and Australia. * China's nuclear expansion and Belt and Road investments pose long-term supply and geopolitical risks.
270. https://www.ans.org/news/2026-02-26/article-7798/washington-legislators-look-to-nuclear/ - * Washington lawmakers, through H.J.M. 4016, seek to respond to the DOE's RFI regarding nuclear campuses and promote state participation in nuclear fuel activities. * The bill requests the governor to develop a response highlighting priorities, workforce development, infrastructure, and economic strategies. * Multiple bills, including H.B. 1249, S.B. 5821, and H.B. 1481, aim to support nuclear development and strategic frameworks. * Washington hosts the X-energy advanced reactor project near Columbia, supported by a $500 million investment from Amazon, with construction expected by 2030s.
271. https://climatechangedispatch.com/senate-nuclear-reform-biden-appliance-rules/ - * The U.S. Senate voted to pass legislation aimed at accelerating new nuclear plant approvals, reducing licensing fees, and expediting environmental reviews. * The measure seeks to support the US nuclear industry as many existing plants age. * A separate bill aiming to lower housing costs by repealing Biden-era energy efficiency rules is progressing in the Senate. * President Trump issued executive orders for NRC to streamline nuclear regulations and license issuance. * The US aims to regain global leadership in nuclear design and construction, challenging China's expansion.
272. https://www.aol.com/articles/small-modular-reactors-big-dreams-163020014.html - * Ontario plans to build four small modular reactors (SMRs) at Darlington Nuclear Generating Station by 2030, led by Ontario Power Generation. * The project involves a $20.9 billion investment, with initial costs of $6.1 billion for the first reactor. * SMRs are smaller, scaled-down versions of traditional reactors, producing 300 megawatts each, and use uranium as fuel. * Ontario aims to be a leader among G7 nations in SMR deployment, with support from federal and provincial governments. * The reactors will be tied to Ontario’s power grid, providing reliable electricity and potential for remote or industrial use.
273. https://www.fool.com/investing/2026/03/02/2-nuclear-energy-stocks-to-buy-in-march/ - * Small modular reactor stocks Oklo and NuScale Power have experienced declines in 2023. * SMRs could revolutionise nuclear power by making deployment faster, cheaper, and more efficient. * Experts believe SMRs have a long-term growth potential, especially with increased demand from data centres and AI. * NuScale received US regulatory approval for an SMR design in 2023, with first system likely operational by 2030; Oklo's first system may be ready by late 2027. * Both companies are still losing money and have diluted shareholders over the past three years. * Investors are advised to be cautious due to risks and long investment horizons.
274. https://www.ocregister.com/2026/02/26/not-a-moment-too-soon-california-moves-to-embrace-nuclear-energy/ - * Legislation introduced by bipartisan California lawmakers aims to exempt nuclear reactors approved since 2005 from the state's moratorium on new nuclear builds. * The bill aims to enable modern nuclear reactors with advanced safety features, including designs like AP1000. * California has historically implemented a moratorium on new reactors since 1976 and shut down existing ones, including San Onofre in 2013. * The legislation marks a significant shift in the state's energy policy, recognising nuclear as a future energy source. * The move is driven by rising electricity demand, grid reliability issues, and the need to meet emissions targets.
275. https://stockhead.com.au/resources/pioneer-charges-towards-skull-creek-uranium-drilling-after-standout-surface-results/ - * Pioneer Minerals approaches drilling at its Skull Creek uranium project in Colorado after rock chip sampling revealed high grades, with some samples reaching 4257ppm U3O8. * The project is now drill-ready, with identified targets across three blocks: Countyline, Blue Mountain, Skyline, and Railroad. * Results indicate high-grade uranium mineralisation and soil anomalies, supporting potential for concealed sandstone-hosted uranium deposits. * Pioneer plans to submit a notice of intent to drill to the Bureau of Land Management to test stratigraphic horizons and anomalies. * The project aligns with US initiatives to secure domestic uranium supply, given uranium’s status as a critical mineral.
276. https://energiesmedia.com/westinghouse-brookfield-cameco-80-billion-nuclear/ - * The United States announces an $80 billion nuclear buildout plan involving Westinghouse, Brookfield, and Cameco in late October 2025. * The initiative aims to accelerate nuclear infrastructure deployment and increase domestic power capacity by 2026. * The collaboration is supported by the U.S. federal government to assist with financing, permits, and regulation, supporting Westinghouse technology. * The partnership follows the Trump administration’s focus on expanding advanced nuclear energy, particularly Westinghouse’s AP1000 reactors. * The project could create over 100,000 construction jobs, with each AP1000 project projecting 45,000 jobs in engineering and manufacturing.
277. https://southeastasiainfra.com/philippines-establishes-seven-phase-licensing-framework-for-nuclear-power-projects/ - * The Philippines government has established a seven-phase licensing roadmap for nuclear power projects. * The framework aims for the first nuclear power plant to be commissioned by 2032. * The process includes site selection, safety assessment, environmental compliance, construction, commissioning, and operational licensing. * It aligns with international nuclear safety standards and aims to build regulatory capacity. * The initiative forms part of the country's energy diversification and security strategy.
278. https://www.business-standard.com/economy/news/india-canada-uranium-deal-nuclear-energy-mission-100gw-cepa-us-pact-126030200889_1.html - * India signed a $2.6 billion uranium supply deal with Canada to secure fuel for its nuclear reactors. * The agreement aims to support India's goal of achieving 100 GW of nuclear capacity by 2047. * The deal focuses on stabilising uranium supply for India's Pressurised Heavy Water Reactors (PHWRs). * India’s domestic uranium reserves can only meet about 25% of future demand. * The pact enhances India’s nuclear partnerships and supports its long-term energy and decarbonisation targets.
279. https://dailynews.co.tz/russias-rosatom-pushes-fleet-based-localised-nuclear-partnerships-as-india-opens-sector/?utm_source=rss&utm_medium=rss&utm_campaign=russias-rosatom-pushes-fleet-based-localised-nuclear-partnerships-as-india-opens-sector - * Rosatom promotes a fleet-based, localised partnership model for India’s nuclear programme. * Discussed at India Energy Week 2026, highlighting long-term cooperation including Kudankulam. * Approach involves multiple reactors with unified designs, digital systems, and common supply chains, reducing costs. * The SHANTI Bill enables Indian private sector involvement in operations and supply. * Rosatom emphasises lifecycle partnerships and collaboration beyond construction, including nuclear medicine and energy storage.
280. https://resourceworld.com/atomic-minerals-launches-south-lisbon-valley-east-drill-permitting-utah/?utm_source=rss&utm_medium=rss&utm_campaign=atomic-minerals-launches-south-lisbon-valley-east-drill-permitting-utah - * Atomic Minerals reports submission of drill permits for its South Lisbon Valley East property in Utah, located in the Colorado Plateau. * Permitting includes 18-20 drill holes to test for uranium mineralization, aiming to confirm the suspected uranium belt. * The project builds on historical drill data and gamma ray anomalies in the Chinle Formation associated with uranium deposits. * The Colorado Plateau hosts the largest uranium province in the USA, with previous production and exploration in surrounding areas. * Atomic's exploration aims to verify historic data and explore overlooked regions with potential for uranium mineralisation.
281. https://www.tacomadailyindex.com/2026/02/27/wa-lawmakers-push-for-state-to-embrace-nuclear-energy/ - * Washington state legislators have introduced bills to integrate nuclear energy into the state's strategy and promote the development of nuclear lifecycle innovation campuses.* * The Department of Energy is seeking a site in Washington for a Nuclear Lifecycle Innovation Campus (NLIC), with local officials encouraged to respond.* * Proposals aim to support nuclear fuel lifecycle activities and advanced reactor deployment, potentially boosting economic growth and job creation.* * Political debate exists, with Republicans generally supporting nuclear energy and Democrats more cautious.* * Experts emphasise nuclear's role in achieving net zero emissions by 2050, despite high upfront costs.*
282. https://www.nucnet.org/news/eu-industry-group-urges-stable-market-rules-to-cut-energy-system-costs-3-2-2026 - * Nucleareurope advocates for predictable market rules and carbon pricing to attract clean power investments in the EU. * It urges reforms to power purchase agreements and full support for nuclear reactor lifetime extensions. * The group recommends amending the CISAF framework to support industries using 100% decarbonised electricity. * The EU aims for at least a 55% reduction in greenhouse gases by 2030 and plans €241bn investment in nuclear by 2050. * The article discusses EU policies including market reforms, nuclear support, and climate targets.
283. https://www.powermag.com/nrc-proposes-first-dedicated-regulatory-framework-for-commercial-fusion-machines/ - * The U.S. Nuclear Regulatory Commission (NRC) has proposed the first federal licensing framework for commercial fusion machines, treating them as byproduct material facilities under the 10 CFR Part 30 rules. * The proposal aims to address licensing, safety, environmental, and waste disposal considerations for fusion technology approaching commercial deployment in the late 2020s and early 2030s. * The framework shifts regulation from reactor-based licensing to a risk-informed, technology-inclusive approach, with primary oversight delegated to Agreement States. * The proposal is part of broader policy support, industry advances, and increased private investment in fusion energy development in the US. * The comment period closes on 27 May 2026, with the aim to finalise the rule by October 2026.
284. https://energiesmedia.com/nano-nuclear-energy-modular-united-arab-emirates/ - * NANO Nuclear Energy signed a Memorandum of Understanding (MoU) with EHC Investment in Abu Dhabi to explore deployment strategies for micro-modular reactors in the UAE. * The agreement aims to develop supply chains, identify host sites, and create commercial agreements, with no binding obligations. * The partnership focuses on NANO’s KRONOS MMR™ Energy System, a high-temperature gas-cooled reactor designed for reliable, carbon-free power. * The UAE has traditionally relied on natural gas and oil, with a 20% contribution from the Barakah nuclear plant. * The initiative highlights the country's interest in nuclear energy and technological innovation in 2026.
285. https://skillings.net/denison-phoenix-mine-update-timeline-and-key-risks/ - * Denison Mines' Phoenix project in Saskatchewan received provincial EA approval in July 2025 and CNSC federal license in February 2026. * Construction is scheduled to start in March 2026, with first production targeted for mid-2028. * The project involves a $419 million capital expenditure and utilise ISR technology, avoiding traditional underground mining methods. * The move is designed to address the upcoming global uranium supply deficit, with the project set to be a significant new primary source. * Key risks include technical execution challenges, inflation, and labour infrastructure in northern Saskatchewan.
286. https://www.northernminer.com/news/pdac-secure-uranium-sources-key-to-fixing-supply-gap/1003888478/ - * Western countries need to develop more domestic or allied sources of uranium as demand exceeds supply over the next 15 years.* Demand for uranium from nuclear reactor builds is expected to increase significantly, with utility needs projected to rise over 12-fold by 2031.* Global demand for uranium is rising, with supply shortfalls forecasted by 2030 and widening by 2040.* Canadian producer Cameco signed a C$2.6 billion supply deal with India.* New mines in Saskatchewan and Namibia could increase supply, but geopolitical risks threaten existing projects.* Political instability and regulatory changes in countries like Niger, Mongolia, and Kazakhstan pose risks to uranium supply.
287. https://www.gurufocus.com/news/8675252/energy-fuels-inc-uuuu-q4-2025-earnings-call-highlights-strong-uranium-production-and-financial-position-amid-challenges - * Energy Fuels Inc exceeded its 2025 guidance in uranium mining, processing, and sales. * The company achieved milestones in rare earths, including pilot production of dysprosium. * Secured government approvals for the Donald joint venture in Australia. * Reported a net loss of $86 million for 2025, with increased operational costs. * Market conditions affected uranium spot prices, which declined by 13.8% in 2025.
288. https://www.northernminer.com/news/pdac-secure-uranium-sources-key-to-fixing-supply-gap/1003888478/ - * Western countries may need to develop domestic or allied uranium sources due to rising demand exceeding supply. * Utility uranium needs in the US and other countries could increase more than 12-fold by 2031. * Demand is projected to outpace global supply by 2030, with a widening shortfall expected by 2040. * Supply risks include geopolitical instability in countries like Niger and Mongolia, and Canadian project developments. * Developing projects in friendly nations such as Canada, the US, and Namibia is recommended.
289. https://fmdrc-zambia.com/atomic-eagle-announces-24-uranium-resources-increase-following-maiden-drill-program-in-zambia/?utm_source=rss&utm_medium=rss&utm_campaign=atomic-eagle-announces-24-uranium-resources-increase-following-maiden-drill-program-in-zambia - * Atomic Eagle Limited reveals a 24% increase in uranium resources at its Muntanga Project in Zambia following maiden drilling campaign. * The updated Mineral Resource Estimate (MRE) shows 58.8 million pounds U₃O₈, with significant contributions from new areas Chisebuka and Muntanga East. * Resources in new areas: Chisebuka with 9.7 Mlbs, Muntanga East with 1.7 Mlbs. * Exploration campaign cost approximately US$0.05 per pound, with total resources increased mainly in the Inferred category. * The company plans a large-scale drilling program, supported by US$19.2 million in funds, aiming to expand resources further.
290. https://sightlineu3o8.com/2026/03/nrc-approves-the-natrium-reactor-construction-permit/ - * TerraPower received NRC approval for the first Natrium 1 plant, Kemmerer Unit 1, with a construction permit.* * This milestone marks the first commercial-scale, advanced nuclear power plant to receive such a permit in the US.* * Construction is scheduled to start soon, with the project developed in Wyoming.* * The Natrium technology features a 345 MW sodium-cooled fast reactor with molten salt energy storage.* * The project, supported by the US Department of Energy's ARDP, aims to be operational by 2030.*
291. https://www.nucnet.org/news/us-regulator-clears-construction-permit-for-terrapower-advanced-reactor-in-wyoming-3-3-2026 - * The US Nuclear Regulatory Commission (NRC) granted a construction permit for TerraPower’s Natrium reactor in Kemmerer, Wyoming. * The permit allows the start of building the facility, marking the first such approval for a non-light-water reactor in over 40 years. * The project features a 345-MW sodium-cooled reactor with molten salt storage, capable of increasing to 500 MW. * The decision follows an 18-month review process, supported by congressional and executive backing. * TerraPower must submit a separate operating licence application before commencing operations. * The project is part of the US Department of Energy’s Advanced Reactor Demonstration Programme, with a total investment of around $4 billion.
292. https://constructionreviewonline.com/denison-mines-us-600-million-phoenix-mine-set-to-reopen-saskatchewans-uranium-era/ - * Denison Mines received federal construction licence and approval to develop the Phoenix uranium mine at Wheeler River, Saskatchewan, in March 2026. * The project involves USD $600 million capital investment and plans for production beginning in 2028. * Phoenix will employ in-situ recovery (ISR), a first for Canada, reducing surface disturbance compared to conventional methods. * The mine holds proven reserves of 56.7 million pounds of uranium and has a roughly 10-year mine life. * The project includes agreements with Indigenous groups, providing local employment and training opportunities, amid some community opposition and ongoing legal challenges.
293. https://localnews8.com/news/2026/03/04/barrasso-lummis-applaud-nrc-approval-of-terrapowers-kemmerer-advanced-nuclear-plant/ - * The U.S. Nuclear Regulatory Commission issued a construction permit for TerraPower’s Natrium reactor in Kemmerer, Wyoming. * This is the first NRC approval for a non-light water reactor in over 40 years. * The sodium-cooled advanced reactor will be built near a retiring coal-fired power plant. * The approval marks the first in nearly a decade for any commercial reactor construction. * Wyoming politicians emphasise the project's significance for energy independence and economic growth.
294. https://www.ans.org/news/2026-03-04/article-7814/u-prices-fall-in-february-remain-relatively-high/ - * Uranium futures at $86.45 per pound on March 2, trading near a two-year high from late January. * Futures are 32% higher than a year ago and nearly 10% above start-of-year levels. * Prices are driven by demand from power-hungry data centres and regulatory easing. * Recent developments include regulatory approval for Canada's first in situ recovery uranium mine, restart of uranium recovery at Savannah River Site, and expansion of uranium facilities in the US. * Industry interest is also focused on small modular reactors and advanced fuel production proposals.
295. https://energytransition.org/2026/02/is-trump-making-nuclear-great-again/ - * The US government aims to expand nuclear capacity from 100 GW to 400 GW by 2050, prioritising advanced reactors. * An USD 80 billion pledge is allocated to Westinghouse and partners to build new reactors using AP1000 technology. * The AP1000 reactors faced delays and cost overruns during construction; Westinghouse filed for bankruptcy. * The administration plans to reform the Nuclear Regulatory Commission and streamline reactor licensing, including for small modular reactors (SMRs). * US efforts include reviving 'zombie' reactors and supporting domestic fuel supply development, despite challenges with nuclear waste management.
296. https://www.powermag.com/beyond-reactors-the-full-fuel-cycle-investment-needed-for-a-nuclear-future/ - * The article discusses the importance of investing in the entire nuclear fuel cycle in the US, not just reactors. * Highlights the need for domestic uranium mining, conversion, enrichment, fuel fabrication, transportation, and long-term waste management. * Describes recent legislative and executive actions aimed at revitalising US nuclear infrastructure. * Notes regulatory challenges, infrastructure bottlenecks, and the importance of modernising policies. * Emphasises the economic, security, and technological benefits of a comprehensive approach to nuclear energy.
297. https://www.powermag.com/chinas-advanced-nuclear-efforts-are-pushing-frontiers/ - • China reported significant progress in advanced nuclear efforts, including first criticality of a thorium molten-salt reactor in 2023 and breeding uranium-233 in 2025. * Construction began on a hybrid PWR-HTGR plant in Jiangsu in 2026, combining Generation III and IV technologies. * The country expanded its fleet to 58 reactors by early 2026 and approved new reactor constructions. * A world’s first commercial supercritical CO₂ power plant started operation in December 2025. * China is developing SMRs, nuclear hydrogen, and fusion projects, with several milestones scheduled for the late 2020s and 2030s.
298. https://www.insurancejournal.com/news/west/2026/03/02/860079.htm - * California introduces legislation to approve next-generation nuclear technology. * State's nuclear ban in place since 1976, lifted in some states over the past decade. * Recent proposals in other states support easing nuclear limits. * Some California utilities remain cautious, analysing legislation impacts. * Legislation signals potential shift towards nuclear energy to meet climate targets.
299. https://www.nucnet.org/news/eu-industry-group-urges-stable-market-rules-to-cut-energy-system-costs-3-2-2026 - * Nucleareurope urges EU to maintain stable market rules and support for nuclear power and renewables. * The association advocates for lifetime extensions of nuclear reactors and reforms to power purchase agreements. * Calls for amendments to the Clean Industrial Deal State Aid Framework to support industries using 100% decarbonised electricity. * Emphasises importance of nuclear energy to meet EU net-zero targets and stresses €241bn investment needed by 2050.
300. https://www.jdsupra.com/legalnews/navigating-nuclear-unused-combined-2374047/ - * The US Department of Energy and NRC are working on nuclear deployment projects, including 11 reactors with goals for 2026, and a US$80 billion deal for AP1000 reactors. * There are 14 combined licences issued between 2012-2018 for large-light water reactors; 6 remain in effect, 4 of which are AP1000s. * Eight licences, with four for AP1000 reactors, could be used to start construction with minimal NRC involvement, potentially accelerating new builds. * Reactivating terminated licences may involve procedural complexities but could be more efficient than obtaining new licences. * The industry practice group is monitoring developments to assist clients in navigating these licensing options.
301. https://manaramagazine.org/2026/03/nrc-reform-and-nuclear-diplomacy/ - * The US overhauls the Nuclear Regulatory Commission (NRC) to improve nuclear energy export competitiveness and modernise regulations. * The reform aims to support US strategic nuclear exports, especially to Middle Eastern countries like the UAE and Egypt. * The Middle East's rising energy demand and geopolitical significance make it a key region for nuclear power development. * US partnerships in Middle East follow strict regulatory models, contrasting with Russia’s and China’s approaches. * Challenges include aging US nuclear infrastructure and potential impacts on US geopolitical influence.