Commodities Report: Uranium (U3O8) / nuclear fuel cycle | 2026-03-17 22:00 UTC [VJQM] | Bullish | tightening

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1. https://www.power-eng.com/nuclear/aps-seeks-license-extension-for-palo-verde-nuclear-plant/ - * Arizona Public Service (APS) has notified the U.S. Nuclear Regulatory Commission (NRC) of its intent to renew operating licences for all three units at Palo Verde Generating Station, potentially extending operations to 2067. * The plant's licences, originally issued in the 1980s for 40 years, have been renewed for 20 years, with a subsequent application planned for an additional 20-year renewal. * The license extension would bring Palo Verde's operational lifespan to 80 years. * APS is exploring additional nuclear energy solutions within Arizona, including small modular reactors and large reactors, in partnership with other utilities. * Palo Verde operates without access to surface water, using recycled wastewater for cooling.
2. https://energiesmedia.com/us-nuclear-regulator-terrapowers-natrium-reactor/ - * The U.S. Nuclear Regulatory Commission (NRC) approved the construction of TerraPower’s Natrium reactor in Wyoming in 2026. * This is the first construction permit for a non-light-water nuclear reactor in the United States in over four decades. * The design uses liquid sodium cooling, producing around 345 MW of electricity with a storage capacity of roughly 500 MW. * The Kemmerer Power Station Unit 1 project plans to deploy the Natrium reactor technology. * The approval signifies a historic milestone for advanced nuclear technology in the U.S.
3. https://kashmirreader.com/2026/03/18/india-stands-at-decisive-stage-in-global-transition-towards-green-future-jitendra-singh/ - * India is at a decisive stage in the global transition towards a green future, according to Union Minister Jitendra Singh. * Singh highlighted India’s expanding clean energy ecosystem and the role of nuclear energy through the SHANTI Act. * The reforms aim to open the nuclear sector for private participation and support clean energy development. * India’s green strategy involves integrating solar, wind, nuclear, hydrogen, and other energy sources with technological innovation. * The focus includes advanced energy storage, digitally enabled grids, climate modelling, and sustainable development.
4. https://wartakota.tribunnews.com/news/884934/ri-jepang-sepakat-garap-nuklir-hingga-lng-ekonom-ini-peluang-emas-ketahanan-energi-nasional - * Indonesia and Japan sign Memorandum of Cooperation to develop nuclear energy, LNG exports, and waste-to-power plants in Indonesia. * The collaboration aims to accelerate Indonesia's energy transition and strengthen national energy security. * The agreement was signed during a bilateral meeting at the Indo-Pacific Energy Forum in Tokyo. * It emphasises high safety standards and low-carbon energy development. * Indonesia's resource endowment, including nickel and rare earth metals, supports green energy development. * The cooperation may promote technology transfer and economic multipliers, including job creation. * Experts highlight strategic importance amid global geopolitics and Indonesia's need to adopt advanced, safe nuclear technology.
5. https://www.power-technology.com/news/ge-vernova-and-hitachi-target-south-east-asia-for-bwrx-300-smr/ - * GE Vernova and Hitachi plan to collaborate on deploying BWRX-300 small modular reactors (SMRs) in Southeast Asia. * They have signed a memorandum of understanding and aim to leverage their joint ventures. * The cooperation seeks to integrate Japanese suppliers into the supply chain and support future deployment. * The partnership builds on decades of nuclear experience and aims to meet regional energy transition demands. * The first BWRX-300 unit is under construction in Canada, and a US project is also planned.
6. https://www.actualno.com/politics/penkova-bylgarija-ne-moje-da-plashta-cenata-na-edna-nesvyrzana-evropa-news_2569370.html - * European energy policy enters a new phase, with Bulgaria having the chance to play a significant role, according to MEP Penkova. * Penkova, appointed as chief negotiator for the EU single energy market law, emphasises the importance of grid interconnection for fair and affordable energy prices. * She states that energy prices in Southeast Europe are up to ten times higher than in Northern Europe due to limited connection and infrastructure. * Penkova advocates for increased connectivity, capacity, and integration, highlighting nuclear energy as a strategic element for stability and security. * EU funds are allocated for infrastructure, with 25% of unused fees to be invested in pan-EU projects, relevant for Bulgaria and Central and Eastern Europe.
7. https://www.actualno.com/politics/penkova-bylgarija-ne-moje-da-plashta-cenata-na-edna-nesvyrzana-evropa-news_2569370.html - * Bulgarian MEP Цветелина Пенкова discusses Europe's energy policies and Bulgaria's role in a podcast. * She highlights the significance of grid interconnectivity for Europe's energy market, especially between South-East and North Europe. * She advocates for increased investment in infrastructure, with 25% of unused European funds allocated to projects of common interest. * Emphasises nuclear energy as a strategic, stable source for Europe's energy mix amidst geopolitical instability. * Notes Bulgaria's potential to be a key player in the North-South and East-West energy corridors.
8. https://www.lrt.lt/naujienos/verslo-pozicija/692/2870163/linas-paukstaitis-mazieji-branduoliniai-reaktoriai-energetines-nepriklausomybes-raktas - * Discusses the potential of small modular nuclear reactors (SMRs) to provide reliable and environmentally friendly electricity. * Explains SMR technology, size, and modular construction advantages. * Highlights that SMRs produce energy from nuclear fuel, not combustion, and can be utilised for electricity and heat. * Mentions Lithuania's potential for SMRs, estimating five 300 MW units to meet annual demand. * Describes possible locations for SMR deployment and applications beyond electricity, including district heating and industrial processes.
9. https://www.demorgen.be/snelnieuws/vlaamse-regering-zoekt-vier-locaties-voor-kleine-kernreactoren-in-vlaanderen~b012a9080/ - * The Flemish government is seeking four locations for small modular reactors (SMRs) in Flanders. * SMR or small modular reactor is described as a small, flexible, modular nuclear power plant. * Unlike traditional nuclear plants, SMRs are designed to be smaller and more adaptable. * SMRs are planned to be mass-produced in factories, reducing build times and costs. * Conventional nuclear plants are built on site, often taking several years, with delays.
10. https://interestingengineering.com/energy/first-light-water-reactor-russian-full-power - • The first VVER-TOI light-water reactor at the Kursk II nuclear plant in Russia reached full power after testing in December. • Construction began in 2018, with the reactor vessel installed in 2022 and the outer dome completed in August 2023. • The facility is located 60 km from the Ukrainian border, replacing older reactors with four new units expected to be completed by 2034. • The new reactors are third-generation VVER-TOI type, designed for 100 years of service, with upgrades over previous models. • The project aims to enhance safety, performance, and lifespan of Russia’s nuclear infrastructure.
11. https://www.azomining.com/News.aspx?newsID=18600 - * Moab Minerals Limited secures four uranium tenements adjacent to the Manyoni Uranium Project in Tanzania from AuKing Limited. * The transfer expands Moab’s exploration footprint across a palaeochannel uranium system. * The acquisition is part of Moab’s strategy to consolidate uranium landholdings and grow exploration targets. * The project already hosts a mineral resource estimate of 27.19 million pounds of uranium, a 25% increase since September 2025. * Moab plans to conduct metallurgical testwork and step-out drilling in 2026 to verify and expand uranium resources.
12. https://www.infrastructure-now.co.uk/article/431585/energy-secretary-outlines-new-energy-security-measures?utm_source=civilengineering&utm_medium=newsfeed&utm_campaign=civilengineering-articleId-431585 - * UK energy security measures announced, including acceleration of nuclear power station construction and renewable energy investments. * The renewables auction will be brought forward, encouraging renewable energy development. * Measures to implement the Fingleton Review findings aim to speed up nuclear power station projects. * UK government plans to create 400,000 new clean energy jobs by 2030, signalling a long-term national priority. * The article discusses the importance of changing attitudes towards net zero and energy transition challenges in the UK.
13. https://www.illinoispolicy.org/pritzker-doubles-down-on-clean-energy-expansion/ - * Illinois Governor J.B. Pritzker plans to expand nuclear and renewable energy, modernise the grid, and manage data centre demand. * The goal is for Illinois to rely fully on clean energy by 2050. * The expansion of nuclear capacity follows recent legislation lifting Illinois' moratorium on new reactors. * The plan includes allocating funds for EV rebates, weatherisation, and solar canopies. * The energy strategy relies on subsidies, incentives, and price caps, with scrutiny of their long-term effects. * Data centre energy consumption is a key concern, with proposals to charge for capacity and pause tax credits for new facilities.
14. https://www.newswire.com/news/eagle-plains-partner-refined-energy-completes-first-drill-hole-at-dufferin-west - * Refined Energy completes first drill hole (DW26-001) at Dufferin West, Saskatchewan, reaching 332 metres at an unconformity depth. * Second drill hole (DW26-002) underway to test high-priority EM conductor. * Ground gravity survey completed to refine drill targets, covering approximately 530ha. * The drill program plans for three holes totaling around 1,200 metres, with an initial budget of $1.7 million. * The project is prospective for uranium mineralisation near fault zones and the Virgin River Shear Zone.
15. https://www.energyvoice.com/renewables-energy-transition/594094/john-kerry-calls-energy-transition-greatest-economic-opportunity/ - * John Kerry states the energy transition is the greatest economic opportunity in years. * Kerry warns of potential delays caused by the Middle East conflict, especially involving Iran. * He discusses the importance of cooperation to avoid slowdown in the energy sector. * Kerry advocates for focus on energy security, nuclear fusion, and small nuclear reactors. * He mentions the role of low-carbon power generation and the need for long-term policy approaches.
16. https://www.iltempo.it/politica/2026/03/17/news/green-deal-abolire-convegno-il-tempo-guerra-iran-cambia-politica-economia-46842777/ - * The conference in Rome discusses the impact of the Iran-US conflict on global energy and geopolitics, with Italy's strategic role highlighted. * Tensions in the Middle East threaten energy markets and prompt calls for diversification and new energy sources. * The article advocates revising the European green deal, including considering nuclear energy and coal plants for energy security. * The event features discussions on market responses, energy security, and Italy's geopolitical positioning, involving industry leaders and policymakers.
17. https://www.chinatechnews.com/2026/03/17/117410-china-reveals-next-phase-of-sustainable-energy-goals - * China announces new sustainable energy goals focusing on solar, wind, hydropower, biomass, and nuclear power. * The goals aim to reduce reliance on fossil fuels and decrease carbon emissions. * China plans to expand offshore wind farms and modernise hydropower facilities. * Commitment to nuclear power as a reliable, low-carbon energy source. * Targets align with China's strategy to promote sustainable development and environmental conservation.
18. https://tass.com/economy/2102461 - * Russia and Namibia plan joint projects, including uranium deposit development in Namibia, as announced by Russian Deputy Prime Minister Yury Trutnev in Windhoek. * The project is projected to increase trade and economic balance by over half a billion US dollars annually, create 600 jobs, and generate over $3 billion in tax payments. * Rosatom, Russia’s nuclear corporation, is involved via the Wings project, involving large-scale exploration and in-situ leaching uranium mining in Omaheke, Namibia, with production set to begin in 2029. * Namibia ranks third globally in uranium production (7,300 tons in 2024) and fifth in uranium reserves (around 8%).
19. https://carbon-pulse.com/492798/ - * UK overhauls regulations for new nuclear power plants. * Seeks to increase capacity by 2050. * Independent review identified bureaucratic system as a barrier. * UK aims to accelerate nuclear deployment. * The announcement was made on a recent Friday.
20. https://carbon-pulse.com/492798/ - * The UK is overhauling regulations for new nuclear power plants. * The aim is to increase capacity by 2050. * An independent review found the current system was overly complex and bureaucratic. * The regulatory changes aim to facilitate nuclear industry expansion.
21. https://kalkinemedia.com/au/stocks/metal-and-mining/all-ordinaries-uranium-explorer-moab-expands-tenements - * Moab Minerals Ltd (ASX:MOM) acquires new uranium tenements in Tanzania, expanding its exploration activity. * The development occurs amidst ongoing global focus on uranium resources within the energy transition. * The company operates within the broader Australian mineral exploration sector, focusing on uranium and base metals. * Exploration methods include geological mapping, geophysical surveys, and geochemical sampling. * Expansion of exploration tenements supports building pipelines for future mining operations. * The article highlights the linkages between uranium exploration, nuclear energy, and energy infrastructure development. * International exploration strategies target favourable geological formations for uranium deposits. * The acquisition reflects resource expansion strategy within the global uranium market.
22. https://skillings.net/canada-fast-tracks-athabasca-uranium-permits-to-meet-global-energy-crunch/ - * Canada fast-tracks uranium exploration permits in Athabasca Basin, Saskatchewan, in March 2026. * Approval was given to Denison Mines’ Wheeler River and NexGen Energy’s Rook I projects. * Phoenix project at Wheeler River becomes the first approved large-scale and ISR Canadian uranium mine in over 20 years. * Projects together may produce 39 million pounds of uranium annually, nearly doubling Canada's output. * The move responds to rising uranium prices and increased demand from the tech sector and AI power needs. * The approvals signal a shift to a pro-development stance and aim to address supply shortages amid geopolitical and logistical constraints.
23. https://rogermontgomery.com/a-letter-to-the-minister-for-climate-change-and-energy/ - * The letter urges re-evaluation of Australia's 82% renewable target for 2030 and the move towards near 100% intermittent grid. * Data from California and Germany highlight increased costs and energy insecurity linked to high renewable penetration. * Rising global demand for AI data centres increases need for reliable, firm power sources like nuclear. * Australia's current policy is criticised for limited impact on global emissions and high domestic costs. * It recommends shifting from renewables-only to a system-diversity model, including nuclear and long-duration storage.
24. https://www.observer24.com.na/langer-heinrich-ramps-up-production-amid-strong-uranium-demand/ - * Paladin Energy increases production at the Langer Heinrich Mine during the final stage of ramp-up. * 2.3 million pounds of uranium oxide produced in the first half of the 2026 financial year. * Full-year production expected to reach 4 to 4.4 million pounds. * Rising global demand driven by nuclear energy expansion, existing reactors, and government commitments. * Countries including the US, Canada, the UK, and France pledge to triple nuclear capacity by 2050. * US plans to expand capacity from 100 GW to 400 GW by 2050, increasing uranium demand by about 150 million pounds annually. * The mine produced 3 million pounds in 2025; prices ranged around N$1,220 per pound, costs around N$747. * During H1 2026, sold 1.96 million pounds at N$1,309 per pound; costs about N$752. * Contracts for 23 million pounds extend until 2030; 53% linked to market prices. * About 85% of remaining ore is uncontracted or exposed to market pricing. * Maintains supply agreement with China National Nuclear Corporation. * Company’s financial position improved with equity raising and debt restructuring, holding N$5.17 billion as of December 2025.
25. https://blackchronicle.com/southeast/louisiana-southeast/louisiana-preparing-nuclear-energy-framework-as-power-demand-grows/ - * Louisiana officials are developing a state framework to support nuclear energy growth. * The framework aims to align economic development with rising power demand. * The final product is expected soon after a working group completed its review. * Louisiana lawmakers advanced legislation to speed environmental permits for small modular reactors. * LSU signed a partnership with Idaho National Laboratory on nuclear technology and cybersecurity.
26. https://www.ans.org/news/2026-03-16/article-7845/ric-session-focuses-on-interagency-collaboration/ - * The RIC technical session on March 10 focused on bipartisan collaboration to facilitate safe nuclear deployment in the US. * Participants included NRC, DOE, DOD, and industry representatives, emphasising coordination and reducing duplication. * Discussions covered how federal agencies are leveraging joint programmes, memoranda, and regulatory processes. * The session highlighted ongoing efforts to accelerate reactor licensing and standardisation, aiming for at least three reactors to reach criticality by July 4. * Success is defined as continued innovation without compromising safety and maintaining public trust.
27. https://www.gurufocus.com/news/8716485/atkinsralis-collaborates-with-nvidia-to-accelerate-deployment-of-nuclearpowered-ai-factories - * AtkinsRéalis and NVIDIA collaborate to explore integration of NVIDIA technologies for AI factories, focusing on nuclear energy support, in March 2026. * The initiative assesses how nuclear solutions within AtkinsRéalis' CANDU portfolio can meet large-scale AI data centre needs. * They aim to modernise nuclear delivery, support licensing pathways, and streamline project delivery using advanced digital twin and simulation tools. * The collaboration targets scalable, low-carbon nuclear energy to meet rising global AI infrastructure demand. * The partnership emphasizes the role of nuclear power as a low-carbon baseload for AI data centres, enhancing energy independence and decarbonisation. The collaboration explores integrating nuclear energy with AI infrastructure, leveraging digital twin technology, and advancing nuclear's role in energy transition.
28. https://blogwallet.com/kentucky-launches-8m-grant-program-to-enhance-nuclear-energy-sector/ - - Kentucky allocates $8 million in grants to six organisations for nuclear energy sector development. - Grants focus on workforce development, educational initiatives, and site readiness. - Kentucky Nuclear Energy Development Authority (KNEDA) and the University of Kentucky announced the recipients. - Established by Kentucky legislation in 2024 to strengthen nuclear strategy and industry. - Aims to leverage Kentucky's nuclear capabilities for future energy production and manufacturing.
29. https://empirereportnewyork.com/climate-and-energy-policy-lets-be-practical/ - * New York faces delays in meeting its 2019 Climate Leadership and Community Protection Act (CLCPA) targets due to supply-chain issues, rising demand, and ageing infrastructure. * Reliance on high-capacity-factor resources like nuclear power is emphasised for reliable, low-emission electricity. * Expansion of transmission infrastructure and technological innovation are key to achieving a practical energy transition. * The state is encouraged to broaden its framework to include emerging technologies such as advanced batteries, carbon capture, green hydrogen, and grid-enhancing solutions. * The article advocates for steady, innovative progress rather than strict deadlines to meet climate and reliability goals.
30. https://newjerseyglobe.com/legislature/legislative-committees-go-all-in-on-energy-reform/ - * New Jersey is considering bills to bolster energy production and address rising utility costs. * One bill (S680) would require AI data centres and cryptocurrency mining to use renewable or nuclear energy. * Legislation also seeks to work with other states to address issues with PJM Interconnection, which manages the regional power grid. * A bill aims to ease permit processes for nuclear facilities, highlighting nuclear power as a reliable, zero-emission energy source. * Discussions include integrating nuclear within energy transition frameworks and improving regional grid management.
31. https://www.mediafax.ro/economic/ministrul-energiei-gata-cu-gazul-rusesc-in-ue-solutia-este-diversificarea-reala-a-surselor-23704325 - * The Romanian Minister of Energy states that dependence on Russian gas should end and supports diversification of energy sources. * Romania has strategic partnerships with Kazakhstan and Azerbaijan and seeks to expand these. * The minister highlights the importance of the Balkan Corridor and regional gas from the US as alternatives. * Emphasises the need for increased European production, including from the Black Sea and accelerated investments. * Calls for reducing CO2 certificate costs and advocates nuclear power as a key solution for energy security and competitiveness.
32. https://blog.nwf.org/2026/03/advanced-nuclear-energy-impacts-and-considerations/ - * Energy demand in the US is rising, with data centres projected to consume more electricity than major industries by 2030. * Advanced nuclear energy involves new reactor designs with enhanced safety and efficiency features. * Potential impacts include land use, water use, wildlife risks, and effects on Tribal Nations and local communities. * The US Department of Energy is investing in pilot programmes for advanced nuclear technologies, aiming for operational start by 2026. * Regulatory oversight and environmental safeguards are emphasised for the future development of advanced nuclear power.
33. https://www.insidernj.com/senate-bill-empowers-dep-commish-with-nuke-application-oversight/ - * The bill proposes to modify permit review processes for nuclear waste storage in New Jersey. * It would allow the DEP commissioner to determine safety of radioactive waste disposal methods. * The bill aims to remove statutory barriers to deploying advanced nuclear reactors. * It is part of a broader energy expansion initiative, including renewable energy incentives. * The bill faces debate over safety concerns from environmental groups. * The regional electric grid faces rising demand and capacity issues, impacting affordability and reliability.
34. https://www.hungarianconservative.com/articles/current/east-asia-hungary-nuclear-cooperation/ - * The U.S. and Hungary signed a major nuclear deal involving the construction of up to ten U.S.-designed small modular reactors (SMRs) during U.S. Secretary of State Marco Rubio's visit to Budapest. * Hungary generates more than 50% of its electricity from nuclear energy and aims to use the country as a hub to promote SMR technology in Central Europe. * Japan and South Korea are interested in investing in Hungary’s nuclear sector, with Japan signing a cooperation agreement in 2023 and South Korea expanding its involvement. * Hungary seeks to diversify its energy portfolio and is planning to deploy SMRs across eastern Hungary. * The global interest in Hungary’s nuclear industry is part of a regional effort to diversify energy sources amid geopolitical tensions, with Hungary aiming to establish itself as a key site in the nuclear race.
35. https://www.ans.org/news/2026-03-16/article-7777/on-moving-fast-and-breaking-things/ - * The article discusses concerns about accelerating nuclear energy development without compromising safety and regulation. * It highlights the roles of the Nuclear Regulatory Commission (NRC) and the Department of Energy (DOE) in nuclear reactor approvals. * It emphasises the importance of safety culture, technical standards, and regulatory independence. * The article stresses that nuclear energy must move forward for decarbonisation and energy security, but with discipline and transparency. * It advocates for deliberate progress, continuous learning, and maintaining public trust in nuclear energy.
36. https://www.enr.com/articles/62687-fluor-opens-bucharest-office-to-support-romania-smr-nuclear-expansion - * Fluor Corp. opens an office in Bucharest, Romania, serving as its regional hub for Europe. * The office supports Romania’s nuclear projects, including a small modular reactor (SMR) in Doicești and the expansion of Cernavodă nuclear power plant. * The opening attracted U.S. and Romanian officials, highlighting US-Romania nuclear cooperation. * Fluor’s initiative aims to increase access to clean, reliable nuclear energy in Romania and across Europe. * The region's nuclear projects and skilled workforce position Bucharest as strategic for Fluor’s growth.
37. https://interestingengineering.com/energy/doe-launches-uprise-to-boost-nuclear-power - * The US Department of Energy (DOE) launched UPRISE to increase nuclear capacity by expanding existing reactors, restarting dormant plants, and completing stalled projects. * The initiative targets an additional 2.5 GW by 2027 and 5 GW by 2029, focusing on power uprates and extending reactor lifespans. * UPRISE aims to upgrade infrastructure instead of building new plants, focusing on safety and regulatory approvals. * The programme is linked to executive orders to expand nuclear capacity from 100 GW to 400 GW by 2050. * The push aims to meet rising electricity demand, leveraging nuclear's ability to provide continuous, carbon-free power.
38. https://energynews.biz/thailand-strengthens-smr-collaboration-with-south-korea/?utm_source=rss&utm_medium=rss&utm_campaign=thailand-strengthens-smr-collaboration-with-south-korea - * Thailand's Electricity Generating Authority (EGAT) and Korea Hydro & Nuclear Power (KHNP) held a technical seminar in Bangkok in early March focused on Small Modular Reactor (SMR) technology. * The event aimed to exchange expertise on SMR design, safety, regulation, and capacity building, signalling Thailand’s strategic move towards low-carbon power. * A Memorandum of Understanding between EGAT and KHNP is planned for June 2025 to formalise cooperation on SMR projects, risk mitigation, technology transfer, and training. * The seminar highlighted SMRs' role in Thailand’s decarbonisation, energy security, and integration with renewable energy, with the potential for incremental deployment. * The event underscores Southeast Asia’s interest in low-carbon nuclear solutions to enhance energy independence and meet climate goals.
39. https://www.benzinga.com/Opinion/26/03/51268305/europe-in-review-data-this-week-ecb-boe-rates-and-a-fresh-read-on-eu-confidence-stock-in-focus-lufthansa - * European industrial output declined in January, signalling weak demand and impacting competitiveness. * Europe's productivity growth lags behind the US, with structural constraints undermining competitiveness. * Middle East conflict has caused the largest global oil supply disruption, elevating prices and inflation risks in Europe. * Upcoming economic data from Europe, including inflation and sentiment indicators, will influence monetary policy decisions. * Lufthansa stock fell due to strikes and geopolitical tensions, reflecting pressures on Europe's transport sector. * Belgium's Prime Minister called for negotiations with Russia, highlighting internal European divisions over Ukraine policy. * Geopolitical and energy security challenges are prompting European debates on energy resilience, including renewed interest in nuclear power.
40. https://en.nhandan.vn/the-revival-of-nuclear-power-post160073.html - * Global conflicts have disrupted oil and gas supplies, increasing energy insecurity. * Nuclear power is viewed as a strategic option for energy independence and stability. * The IAEA and France organised a summit emphasising nuclear energy's role in supply stability. * Countries like South Korea and Indonesia plan to expand nuclear capacity, with goals set for 2032-2038. * Increasing energy demand from AI, data centres, and digitalisation drives renewed nuclear development. * Nuclear power currently accounts for about 10% of global electricity, with prospects to triple by 2050 amid challenges. * The return of nuclear power is seen as key to achieving long-term energy security.
41. https://www.focus.de/politik/deutschland/spahn-widerspricht-merz-bei-atomenergie_842a2352-542b-40db-84e8-28b3d2be289c.html - * Jens Spahn (CDU) disputes Friedrich Merz's position on revisiting nuclear energy in Germany. * Spahn states EU will not reach climate neutrality without nuclear power, citing France and other countries. * He describes Germany's nuclear phase-out as a 'strategic mistake' and suggests engagement in research and European cooperation. * Spahn discusses potential development of new reactor types that minimise nuclear waste issues. * The debate occurs within the context of energy transition and climate strategies.
42. https://energynews.biz/thailand-strengthens-smr-collaboration-with-south-korea/?utm_source=rss&utm_medium=rss&utm_campaign=thailand-strengthens-smr-collaboration-with-south-korea - * Thailand's EGAT and South Korea's KHNP held a technical seminar on SMRs in Bangkok in early March. * The event focused on technical, safety, regulatory, and capacity-building topics for SMR deployment. * A Memorandum of Understanding is planned for June 2025 to formalise cooperation. * The seminar emphasised the role of SMRs in Thailand’s decarbonisation and energy security strategies. * The event included discussions on reactor design, safety frameworks, and international best practices.
43. https://interestingengineering.com/energy/doe-launches-uprise-to-boost-nuclear-power - * The US Department of Energy launched the UPRISE initiative to increase nuclear capacity by upgrading operational reactors, restarting dormant plants, and completing stalled projects. * The programme aims to add 2.5 GW by 2027 and 5 GW by 2029. * Focuses on power uprates, extending reactor life, and bringing closed facilities online. * UPRISe supports the broader goal of expanding US nuclear capacity from 100 GW to 400 GW by 2050. * The initiative is linked to executive orders signed in May 2025 to revitalise the nuclear industry and accelerate licensing and fuel supply chains.
44. https://www.eenews.net/articles/hearing-to-examine-trumps-sweeping-nuclear-expansion/ - * Senate Energy and Natural Resources Committee lawmakers will question a Department of Energy official about nuclear goals set by President Trump. * The focus is on executive orders signed last May calling for changes to nuclear regulation and deployment targets. * The U.S. aims to expand nuclear capacity from 100 GW to 400 GW by 2050. * Industry observers consider these deployment goals unrealistic; Energy Secretary Chris Wright remains optimistic. * The expansion aims to support surging electricity demand driven by artificial intelligence.
45. https://solarquarter.com/2026/03/16/rwanda-advances-nuclear-energy-plans-with-iaea-support-and-targets-small-modular-reactor-for-future-power-supply/ - * Rwanda is progressing with plans to introduce nuclear power as part of its long-term energy strategy, confirmed by an IAEA assessment in March 2026. * The country aims for nuclear to supply 60-70% of its electricity in the medium to long term, exploring deployment of Small Modular Reactors (SMRs) by the early 2030s. * Nuclear energy is viewed as a means to improve energy security, reduce dependence on fossil fuels and imports, and support economic growth. * The IAEA's review highlighted Rwanda’s strong coordination, emergency planning, and public communication, with ongoing development of nuclear regulations. * Recommendations from the IAEA include finalising policy reports and developing regulatory policies to meet global safety standards.
46. https://www.businesswire.com/news/home/20260316708441/en/X-energy-IHI-Corporation-Partner-to-Advance-U.S.-Japan-SMR-Supply-Chain-Development?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - * X-energy and IHI signed a Memorandum of Understanding to expand U.S.-Japan supply chain for X-energy’s Xe-100 SMR. * The partnership focuses on manufacturing critical components for the high-temperature gas-cooled reactor. * IHI's experience in nuclear component manufacturing enhances U.S.-Japan collaborative nuclear supply chain development. * The agreement supports X-energy’s development of over 11 GW of nuclear capacity in the US and UK. * The collaboration aims to integrate Japanese manufacturing expertise into U.S. nuclear projects, supporting energy infrastructure and strategic cooperation.
47. https://www.etftrends.com/nuclear-energy-content-hub/iran-conflict-reinforces-nuclear-energys-stability/ - * The Iran conflict and Strait of Hormuz closure increase energy market volatility and commodity prices. * The situation prompts nations to accelerate nuclear energy construction for energy security. * Natural gas prices are impacted, causing fluctuations in electricity costs. * Nuclear energy remains resilient due to low fuel costs and long refuel cycles. * Countries, including the EU and US, are investing in nuclear capacity and technologies.
48. https://www.nucnet.org/news/uk-says-ambitious-reforms-will-see-nuclear-projects-built-faster-and-cheaper-3-1-2026 - * The UK government announced plans to overhaul nuclear regulation to build projects faster and cheaper, aiming for completion by 2027. * The reforms follow a report by the Nuclear Regulatory Taskforce, which called for a 'radical reset' of processes. * The UK is already constructing two EPR units at Sizewell C and Hinkley Point C, with plans for SMRs at Wylfa and further projects. * The government seeks to strengthen energy security and reduce reliance on fossil fuels through nuclear expansion. * The reforms aim to streamline regulation, reduce costs, and support rapid delivery of civil and defence nuclear projects.
49. https://www.nucnet.org/news/uk-says-ambitious-reforms-will-see-nuclear-projects-built-faster-and-cheaper-3-1-2026 - * The UK government announced reforms to speed up nuclear project delivery, aiming to build nuclear faster and cheaper by 2027. * The reforms involve overhauling regulations based on the Nuclear Regulatory Taskforce’s recommendations, addressing complexity and bureaucracy. * The UK plans to construct new nuclear reactors, including Sizewell C, Hinkley Point C, and small modular reactors at Wylfa. * It is also tasked with identifying sites for new large-scale reactors, aiming to boost energy sovereignty and security. * The initiative is part of a broader strategy to reduce dependence on fossil fuels and increase renewable and nuclear energy sources.
50. https://www.armstrongeconomics.com/markets-by-sector/energy/canada-quietly-turns-back-to-nuclear-as-net-zero-collides-with-reality/ - * Canada is preparing to unveil a national electricity strategy centred on expanding nuclear power. * The strategy responds to increased electricity demand driven by AI, data centres, and electrification mandates. * Canada is constructing a new small modular reactor (SMR) at Darlington, expected to operate around 2029–2030. * The Darlington project is set to become the first grid-scale SMR in a G7 country, producing about 1,200 MW. * Canada is refurbishing existing nuclear plants, including Darlington, to extend their lifespan and maintain reliable electricity. * The government aims to accelerate nuclear development as part of a broader energy security and economic survival strategy.
51. https://smallcaps.com.au/article/greenvale-energy-identifies-drill-ready-uranium-targets-with-trenching-assays-from-oasis-project - * Greenvale Energy (ASX: GRV) has identified key drill targets at its Oasis uranium project in Queensland, following trenching assays from 2025. * Assays support a northern extension of the Oasis Shear, with anomalous uranium values above 4ppm. * Trenching results have led to the definition of new targets northwest, east, and north of the Oasis Shear. * Drilling of trench anomalies is scheduled for the new field season, expected to start in April. * Results suggest potential for further deposit growth through step-out drilling, with geological and structural data incorporated into regional models.
52. https://skillings.net/denison-mines-greenlights-construction-of-saskatchewans-first-isr-uranium-mine/ - * Denison Mines reached a Final Investment Decision in 2026 to develop the Phoenix uranium deposit in the Athabasca Basin, Saskatchewan. * The project will use In-Situ Recovery (ISR) technology, with site preparation beginning immediately. * The project has a projected capital expenditure of $419 million, with a targeted first production by mid-2028. * The project received federal and provincial regulatory approvals, including the Canadian Nuclear Safety Commission. * Denison holds a 90% interest in the project, aiming to address uranium supply deficits amid geopolitical shifts and nuclear expansion. * The project’s environmental approach, including a freeze wall, enabled regulatory approval amidst environmental and First Nations consultations.
53. https://theowp.org/the-munich-security-conference-circus-including-iran-the-e3-and-gulf-state-mediators/ - * Iranian Foreign Minister Abbas Araghchi criticised the Munich Security Conference, describing it as a “circus” and calling Europe’s influence in nuclear talks “paralysis and irrelevance”." + " * He announced plans for a diplomatic delegation to Geneva for nuclear negotiations with the U.S. following indirect talks in Oman." + " * Gulf states, notably Oman, are taking a lead in mediating between Washington and Tehran, reflecting a shift away from European channels." + " * The Geneva talks occur amid increased U.S. military presence in the Middle East and broader discussions of Iran’s nuclear and missile programmes." + " * European officials at MSC emphasised diplomacy, while Russia signalled a willingness to mediate in the nuclear negotiations.
54. https://energiesmedia.com/nuscale-small-modular-reactor-industrial-nuclear/ - * NuScale Power emphasises the role of its SMR technology in supplying dependable industrial nuclear energy in 2026. * SMRs offer capacities of up to 300 MWe per module, with advantages including compact design and safety features. * NuScale collaborates with Oak Ridge National Laboratory to integrate SMRs into chemical facilities for reliable power. * Each NuScale module produces about 77 MW of electricity and 250 MW of thermal energy, with total plant capacity up to 924 MW. * The modular design provides flexibility for industrial applications and grid support.
55. https://ca.finance.yahoo.com/news/constellation-energy-corporation-ceg-good-200924094.html - * Constellation Energy Corporation (CEG) is a major owner of nuclear power plants in the US, with 21 reactors and plans to acquire Calpine, expanding its capacity. * CEG benefits from policy support for nuclear power, including a $1 billion Department of Energy loan to restart the Three Mile Island plant. * The company operates in regulated utility and unregulated wholesale markets, capturing higher prices where demand is strongest. * Quarterly operating earnings rose 20% to $1.91 per share, reflecting operational strength. * The stock is trading below tech peers, offering potential for growth amid AI infrastructure demand.
56. https://www.indiandefensenews.in/2026/03/indias-thorium-gamble-why-abandoning-it.html - ['* India faces energy security challenges due to dependence on imported fuels, highlighted by Gulf conflict disruptions.', '* The country possesses the largest thorium reserves and considers thorium crucial for its nuclear energy programme.', '* Dr Anil Kakodkar warns abandoning thorium risks stagnating India’s nuclear capacity and energy independence.', '* India’s heavy water reactors and advanced reactors like AHWR are designed to utilise thorium, with technological challenges to be addressed.', '* The government reaffirms commitment to thorium, citing environmental benefits and potential for future technologies like molten salt reactors.']
57. https://en.antaranews.com/news/408566/indonesia-japan-agree-to-boost-cooperation-in-mineral-nuclear-energy - • Indonesia and Japan signed a Memorandum of Cooperation in critical minerals and nuclear energy during the Indo-Pacific Energy Security Ministerial and Business Forum in Tokyo. • The partnership aims to build an integrated and sustainable energy system, with a focus on managing Indonesia's critical mineral resources and developing low-carbon nuclear technologies. • Japan emphasised cooperation to ensure energy security and support the energy transition, including projects like the Legok Nangka Waste-to-Energy Power Plant and geothermal power. • The collaboration seeks to strengthen energy supply chains, regional security, and decarbonisation in the Indo-Pacific region.
58. https://skillings.net/the-ai-energy-nexus-why-big-techs-nuclear-gambit-is-the-new-uranium-floor/ - * Big Tech companies like Microsoft and Amazon are investing directly in nuclear power and securing long-term deals, creating a 'Uranium Floor'. * The demand for uranium is driven by the energy requirements of AI and data centres, with prices expected to stay in the $100-$135 range in 2026. * Companies are moving upstream, investing in uranium mining projects such as NexGen Energy’s Rook I, due to the long lead times in mine development. * The US government is supporting nuclear energy with a $1 billion loan for Three Mile Island's restart, reflecting a national security focus. * Limited uranium supply response due to geological constraints is expected to sustain higher prices amidst rising demand.
59. https://hvg.hu/gazdasag/20260315_olaszorszag-bajororszag-nuklearis - * Italy's government, led by Giorgia Meloni, plans to revitalise nuclear energy after decades of ban, including consultations with Canada, France, South Korea, and US. * Italy aims to reduce high energy prices and links nuclear energy to its political future. * Bavaria's Prime Minister Markus Söder advocates for modern small modular reactors (SMRs) and nuclear fusion, considering a new chapter in nuclear energy. * Germany's Friedrich Merz opposes the restart, citing a "return to old risks", while Söder notes the need for CO2-free energy. * Political complexities and upcoming elections influence the nuclear energy revival efforts in Italy and Germany.
60. https://news.day.az/world/1822362.html - * Italy plans to revive its nuclear energy programme after nearly 40 years shutdown, citing economic decline and energy security concerns. * The government, led by Prime Minister Giorgia Meloni, consults with Canadian and French experts on nuclear technology reintroduction. * The move is driven by high energy prices and dependence on imports of natural gas, worsened by Middle East conflicts. * Italian energy companies formed Nuclitalia, focused on nuclear energy research, with major stakes held by Enel SpA, Ansaldo Energia SpA, and Leonardo SpA. * Italian authorities assess the feasibility of nuclear reactors as part of energy independence and economic recovery strategies.
61. https://skillings.net/skillings-mining-intelligence-the-antimony-war-uraniums-geopolitical-fault-line/ - * The US government invests $27 million in antimony production through a Defense Production Act grant to reduce reliance on China and Russia. * Kazakhstan's uranium industry experiences de facto nationalization, with up to 90% control now held by Kazatomprom, prompting Western exploration retreat. * SSR Mining exits Turkey's Copler project, selling its stake for $1.5 billion, shifting focus to more stable Western jurisdictions. * USA Rare Earth consolidates 100% ownership of the Round Top project in Texas, aiming to strengthen U.S. high-tech mineral supply chains. * The global supply chain for critical minerals fractures into trusted and untrusted regions amid increased geopolitics.
62. https://pulse2.com/ge-vernova-and-hitachi-explore-deployment-of-bwrx-300-small-modular-reactor-in-southeast-asia/ - * GE Vernova and Hitachi sign memorandum of understanding to explore deploying BWRX-300 small modular reactors in Southeast Asia. * The agreement was signed in Tokyo during the Indo-Pacific Energy Security Ministerial & Business Forum. * The BWRX-300 is designed to produce approximately 300 MW to support energy security and decarbonisation. * First BWRX-300 reactor is under construction in Ontario, Canada, expected to be operational by the end of the decade. * The Tennessee Valley Authority is reviewing an application to construct a BWRX-300 in the US. * The initiative aims to identify commercial opportunities and strengthen supply chains for SMR deployment in Southeast Asia.
63. https://www.newsghana.com.gh/two-giants-two-technologies-inside-ghanas-nuclear-vendor-race/ - * Ghana is negotiating with the US and China to develop nuclear reactors using different models and technology types. * The US offers NuScale’s SMR design, with investments supported by the US government, aiming for first power in the early-to-mid 2030s. * China proposes a large Hualong One reactor via a Build-Operate-Transfer model, with Ghana possibly acquiring ownership after a PPA. * Ghana’s nuclear capacity goal is approximately 1,000 MW by 2034, with regional cooperation improving project economics. * Civil society organisations raise safety and cost concerns about NuScale’s technology, highlighting ongoing debates.
64. https://www.eleftherostypos.gr/oikonomia/energeia/omilos-kopelouzou-gregy-ena-ergo-stratigikis-simasias - ['* The GREGY project connects Egypt and Greece via a submarine high-voltage electrical link, transferring 3GW of green electricity to Europe.', "* The project aims to create a green energy corridor linking North Africa and Europe, supporting Europe's decarbonisation efforts.", "* Utilising Egypt's solar and wind resources, the project helps reduce carbon emissions and enhance energy security in Europe.", '* The interconnection incorporates advanced technology, enabling efficient long-distance energy transfer with limited losses.', '* GREGY is viewed as a strategic project contributing to sustainable energy transition and regional energy infrastructure development.']
65. https://jungefreiheit.de/wirtschaft/2026/der-preis-des-solarbooms/ - * EU-Kommissionspräsidentin Ursula von der Leyen emphasised Europe's strategic shift towards nuclear energy at the Nuclear Energy Summit 2026 in Paris. * The EU aims to support new nuclear projects, including small modular reactors (SMRs), and harmonise regulations across member states. * The goal is to establish a global centre for next-generation nuclear technology and strengthen the entire nuclear ecosystem. * The focus is on mitigating Europe's dependence on fossil fuel imports and enhancing energy security. * The article discusses Germany's current energy policies, the expansion of renewable energy, and the political debates surrounding nuclear power.
66. https://jornaleconomico.sapo.pt/noticias/38-paises-assumem-compromisso-de-triplicar-capacidade-nuclear-ate-2050/ - * Thirty-eight countries, including China, South Africa, Belgium, Brazil, and Italy, pledged to triple nuclear energy production by 2050. * The initiative was announced in Paris, with support from 25 countries since COP28 in Dubai in December 2023. * The goal aims to enhance energy security, promote clean energy, and achieve global carbon neutrality targets. * French companies and government officials emphasised nuclear as a strategic industry crucial for decarbonisation. * Critics highlight technical, economic, and environmental challenges, including waste management and safety risks.
67. https://jornaleconomico.sapo.pt/noticias/38-paises-assumem-compromisso-de-triplicar-capacidade-nuclear-ate-2050/ - • Thirty-eight countries, including China, South Africa, Belgium, Brazil, and Italy, commit to increasing nuclear energy production by 2050. • The initiative, supported by 25 countries at COP28 in Dubai in December 2023, aims to enhance energy security, produce clean energy, and achieve carbon neutrality. • French companies and officials emphasise the strategic importance and historical expertise of nuclear energy. • Experts warn of technical, economic, and environmental challenges, including waste management and safety risks. • The Paris summit highlights political support but underscores the complexity of global energy transition negotiations.
68. https://skillings.net/uranium-strategic-reserve-what-it-is-why-it-matters-2026-outlook/ - * The US Department of Energy (DOE) commits $2.7 billion to domestic enrichment services and strategic uranium reserves by 2026. * The US aims to eliminate Russian uranium imports by 2028, amid control of 40% of global enrichment capacity by Russia. * DOE tenders are creating a demand vacuum that pulls supply from North American projects, prioritising refining and conversion over mining. * Key beneficiaries include mid-tier and major North American miners like Cameco, NexGen Energy, and Energy Fuels. * The geopolitical landscape is shifting, with Western countries de-risking nuclear supply chains amidst tensions with Russia and China.
69. https://skillings.net/uranium-strategic-reserve-what-it-is-why-it-matters-2026-outlook/ - * The US Department of Energy (DOE) allocates $2.7 billion into domestic uranium enrichment and processing to ensure energy security by 2026. * The US aims to eliminate Russian uranium imports by 2028 amid geopolitical tensions. * The US is prioritising refining and conversion infrastructure over mining, creating a strategic focus on mid-tier operators. * Key beneficiaries include Cameco, NexGen Energy, and Energy Fuels, each positioned to supply domestic nuclear fuel. * The strategy involves de-risking supply chains and creating a closed-loop system to guarantee domestic uranium supply amid geopolitical risks.
70. https://nualslawjournal.com/2026/03/14/opening-the-door-to-nuclear-investment-understanding-the-shanti-act/ - * India introduces the SHANTI Act, 2025, to expand nuclear energy capacity and reform liability laws. * The Act allows private licence issuance to companies, including restrictions on foreign participation. * It restructures liability provisions, reducing statutory supplier recourse and emphasising operator responsibility. * The Act aims to attract private investment, modernise the regulatory framework, and ensure safety and accountability. * It seeks to facilitate India’s goal of 100GW nuclear capacity by 2047 and aligns liability regime with international standards.
71. https://eng.belta.by/politics/view/mfa-belarus-welcomes-neighbors-responsible-attitude-toward-peaceful-nuclear-energy-177912-2026/ - * Belarus fully supports responsible approaches of neighbouring countries towards peaceful nuclear energy, according to Belarusian officials. * Belarus's Press Secretary commented on European Commission President Ursula von der Leyen’s statement, emphasising energy security based on needs, not politics. * Belarus has built a modern, safe nuclear power plant contributing to economic development and citizens' needs. * Belarus expressed willingness to provide electricity to Lithuania and Poland. * Belarus noted Lithuania’s recent change in attitude toward nuclear energy, considering building a nuclear power plant.
72. https://peakprosperity.com/us-deploys-marines-north-korea-launches-missile-ai-tackles-cad-drawings-deutsche-bank-drops-8/ - * The US deployed a Marine Expeditionary Unit to the Strait of Hormuz following approval from Defense Secretary Pete Hegseth, amid tensions in Iran and Middle East conflicts. * North Korea launched a suspected ballistic missile, prompting emergency alerts in Japan, with some observers viewing it as unrelated to the Middle East conflict. * Deutsche Bank's shares declined 8% after revealing €26 billion exposure to private credit, amid scrutiny and fund redemptions. * Iran relocated its uranium stockpile to a protected bunker called Pickaxe Mountain, beyond the reach of bunker busters. * The UN Security Council passed a resolution condemning Iran’s attacks on Gulf states, without mentioning the US or Israel.
73. https://skillings.net/uranium-super-cycle-why-execution-matters-for-the-2026-energy-outlook/ - * The uranium supply chain faces a crisis by 2026 due to structural deficits and under-contracted utilities. * Major producers Kazatomprom and Cameco supply 86% of uranium, with projections of deficits exceeding 200 million pounds annually. * New mine supply must surpass 350 million pounds annually this decade to meet demand. * The industry’s challenge is the realisation of projects by 2026, affecting spot prices and supply security. * Rising demand from AI data centres and decarbonisation efforts increase reliance on nuclear power, with mines lagging behind infrastructure development.
74. https://www.bernama.com/misc/rss/news.php?id=2534441 - * The UK will relax wildlife protection rules as part of a new nuclear energy strategy. * The regulatory reform plan aims to accelerate nuclear plant construction and approval processes. * The plan includes easing environmental protections in England. * The announcement follows a review by the Nuclear Regulatory Taskforce led by John Fingleton. * The proposals have been criticised by environmental organisations.
75. https://www.japantimes.co.jp/business/2026/03/14/us-japan-nuclear-power-project/ - * The US and Japan have agreed on their roles in a potential joint nuclear project involving Westinghouse and Japanese equipment makers, announced by Westinghouse's president on Saturday. * The project is part of Japan's $550-billion investment package and aims to include nuclear power facilities to enhance energy security. * Westinghouse is exploring investments up to $100 billion in pressurised water reactors and small modular reactors, with Japanese firms like Mitsubishi Heavy Industries, Toshiba, and IHI involved. * The US and Japan also discussed supply chain arrangements within Japan, with further project details yet to be finalised. * Additionally, GE Vernova and Hitachi plan to collaborate on small modular reactors in Southeast Asia.
76. https://newtalk.tw/news/view/2026-03-14/1024224 - * The second World Nuclear Power Summit in Paris highlighted nuclear energy's role in global energy transition, with increased support from European nations. * European Union leaders publicly admitted past policy errors, shifting from 'de-nuclearisation' to 'nuclear revival' as a core strategy. * EU plans to invest €200 million in small modular reactors (SMRs) by the 2030s, aiming to create a new nuclear industry chain. * The summit emphasised nuclear energy's integration with AI, hydrogen, and data centres to meet high electricity demand. * Major countries like France and Poland support nuclear expansion; Germany remains opposed due to ongoing plant closures but explores nuclear fusion as future energy source.
77. https://chemindigest.com/government-allocates-%E2%82%B920000-crore-for-small-modular-reactor-development/ - *The Indian government announced a ₹20,000 crore budget for SMR development under the Nuclear Energy Mission in 2025–26.* *The Department of Atomic Energy is developing three indigenous SMR technologies, including Bharat SMR-200, SMR-55, and a high-temperature gas reactor.* *Progress includes approval for some projects and environmental clearances for the high-temperature reactor.* *India has developed key components domestically, such as reactor vessel alloys and control rod mechanisms, to support SMR deployment.* *The government's long-term goal is to expand nuclear capacity to 100 GW by 2047, involving public and private sector participation.*
78. https://www.marketbeat.com/instant-alerts/cameco-nyseccj-shares-down-64-should-you-sell-2026-03-13/ - * Shares of Cameco (NYSE:CCJ) fell 6.4% on Friday, trading as low as $105.00. * The company reported quarterly earnings of $0.36 EPS and revenue of $874.57 million, exceeding estimates. * Analyst ratings for Cameco include reaffirmed buy and outperform ratings, with a consensus target price of $150.40. * Institutional investors like Vanguard and Capital World Investors hold significant stakes in Cameco. * Cameco is a uranium producer engaged in exploration, mining, milling, and sale of uranium concentrate, primarily in Canada and the US.
79. https://fd.nl/opinie/1588746/goed-dat-eu-innovatieve-kerntechnologie-stimuleert - * The European Commission introduces measures to promote nuclear energy, including guarantees for investment in innovative technologies. * €200 million in guarantees will support private investments in small modular reactors (SMRs) and facilitate testing and cooperation. * The focus is on making energy cleaner, more affordable, and reliable in Europe. * The article discusses the high costs, risks, and uncertain profitability of nuclear power plants. * The EU aims to lead in new nuclear technologies to reduce dependence on imports and enhance energy security.
80. https://www.riotimesonline.com/europe-intel-brief-defence-nuclear-iran-trade/ - * The European Parliament voted on advancing EU single market for defence, with increased budgets in Germany and rising EU defence spending — 13 March 2026, Europe * Macron and Merz launched a Franco-German nuclear steering group, with France increasing warheads and allies signing up for nuclear-armed aircraft deployments — 2 March 2026, Europe * Germany’s stance on Iran diverged from UK and France, highlighting EU triad fractures, with Iran drone strikes on Cyprus and missile defence deployments — 2 March 2026, Europe * US launched Section 301 trade probes targeting the EU and 15 economies, citing manufacturing capacity issues, with tariffs potentially reducing GDP — 13 March 2026, USA
81. https://theins.ru/en/news/290267 - * U.S. sanctions did not prevent Russia’s Baimskoye Arctic deposit from being linked to Kazakh billionaires and Russian Deputy Prime Minister Yury Trutnev's son. * Ownership of the project shifted to a Russian investment fund due to sanctions, with ties to Kazakh and Russian individuals. * Construction and infrastructure development involved companies controlled by Kazakh and Russian entities, including Vega Razvitiye and Nomad Construction Limited. * The project has significant state support, but ultimate beneficiaries appear to be foreign individuals. * The deposit is valued at over 1 trillion rubles ($12.5 billion).
82. https://www.xataka.com/energia/mundo-tiembla-petroleo-china-tiene-otro-plan-dominio-absoluto-uranio - * China plans to enhance its uranium reserves and develop nuclear energy, with a budget of approximately 16 billion USD for 2026. * The country has 58 operational nuclear units and 27 under construction, aiming to double capacity by 2040. * China produces 1,700 tonnes of uranium annually, importing over 22,000 tonnes, meeting more than 70% of demand. * Strategies include stockpiling, discovering a large uranium deposit in Ordos, extracting uranium from seawater, and developing thorium reactors. * The focus on nuclear energy aims to reduce reliance on fossil fuels and ensure energy security during geopolitical tensions.
83. https://www.xataka.com/energia/mundo-tiembla-petroleo-china-tiene-otro-plan-dominio-absoluto-uranio - * China plans to secure its nuclear energy future by increasing uranium reserves and diversifying sources, with a budget of approximately $16 billion by 2026. * The country's nuclear programme is expanding rapidly, with 58 operational reactors and 27 under construction by 2024. * China produces only 4% of its required uranium, importing over 70% of demand, and is seeking new sources domestically and internationally. * Strategies include mining in Mongolia, extracting uranium from seawater, and developing advanced reactors using thorium. * The broader goal is to reduce dependency on fossil fuels, enhance energy security, and position China as a dominant nuclear power.
84. https://inews.co.uk/news/new-nuclear-plants-wont-cut-bills-until-2030s-4295143 - * The UK government announced plans to overhaul nuclear regulations to reduce costs, but experts say benefits for consumers will not be felt until the late 2030s. * A £14.2bn programme includes a new nuclear power station and small modular reactors (SMRs), with an expectation for SMRs to be built by 2032. * Experts suggest it could take years for these projects to impact bills, with most benefits not expected until the mid-to-late 2030s. * The Sizewell C project’s costs are estimated to be roughly double the normal price, which will be added to consumer bills.
85. https://www.jdsupra.com/legalnews/nrc-proposed-rule-seeks-to-streamline-3756903/ - * The U.S. Nuclear Regulatory Commission (NRC) published a proposed rule to accelerate adjudicatory proceedings on March 3, 2026. * The rule introduces tailored timeframes for different types of proceedings, including construction and operation of new nuclear reactors. * It proposes bifurcating determinations on standing and contention admissibility. * The proposal responds to the requirements of the ADVANCE Act and Executive Order 14300, imposing tighter deadlines. * The rule also includes provisions for two evidentiary hearings and tightened standards for late-filed requests.
86. https://www.iltalehti.fi/paakirjoitus/a/7b3af9ab-1626-40e4-a6ce-dd2081439516 - * The Finnish government has amended nuclear energy legislation to facilitate building small nuclear reactors near cities and populated areas. * Several small nuclear projects are already underway in Finland, including a proposed plant in Helsinki. * The EU aims for the first small nuclear reactors to operate by the early 2030s. * Finnish public opinion remains cautious due to historical costs and safety concerns, despite the rising global interest in small nuclear power. * The legislative process may take around ten years, with many regulatory and zoning hurdles for new projects.
87. https://www.ans.org/news/2026-03-13/article-7841/doe-launches-uprise-to-boost-nuclear-capacity/ - * The US Department of Energy (DOE) established UPRISE in response to President Trump's May 2025 executive orders to increase nuclear capacity from 100 GW to 400 GW by 2050. * UPRISE aims to add 2.5 GW of nuclear capacity by 2027 and 5 GW by 2029 through license renewals, reactor restarts, power uprates, and modern technologies. * The initiative focuses on supply-chain readiness, plant upgrades, and economic model validation. * Power uprates include measurement uncertainty recapture, stretch, and extended uprates, increasing reactor power levels. * UPRISE plans workshops to foster collaborations and discussions on financing, with EDF having over $289 billion available for project funding.
88. https://www.energyvoice.com/renewables-energy-transition/nuclear/593978/wylfa-smr-regulatory-design-approval/ - * The £2.5 billion Wylfa small modular reactor (SMR) project on Anglesey received early regulatory approval from DEFRA. * The approval assesses economic, social, environmental, and safety benefits and detriments. * Rolls-Royce will deploy SMR technology through the GB Energy – Nuclear programme. * The approval is a key step towards deploying the UK’s first SMRs and contributing to net zero goals. * The UK government plans to overhaul nuclear regulation to streamline development. * The reforms aim to address bureaucratic delays and promote nuclear industry growth.
89. https://www.derstandard.at/story/3000000312365/verpasste-chance-was-chinas-neuer-fuenfjahresplan-fuers-klima-bedeutet?ref=rss - * China adopts a new Five-Year Plan focusing on renewable energy expansion, nuclear energy, and future technologies in 2026. * The plan aims to increase the share of non-fossil energy sources to 25% by 2030 and reduce CO2 emissions per economic output. * Experts highlight the plan's lack of stricter emission targets, raising doubts about future emission reductions. * The plan is criticised for not matching past ambitions, with potential emissions possibly increasing if economic growth exceeds expectations. * Urban air quality improvements in Beijing are noted, linked to earlier policies replacing coal with gas and electricity.
90. https://news.mongabay.com/short-article/2026/03/south-africa-endorses-treaty-to-triple-global-nuclear-energy-capacity-by-2050/ - * South Africa endorsed the Declaration to Triple Nuclear Energy Capacity by 2050 during the 2023 UN climate summit in Dubai. * The decision was announced in Cape Town during the Africa Energy Indaba; nuclear power is deemed a 'structural necessity' for South Africa’s energy mix. * South Africa plans to increase nuclear capacity by 3,400 megawatts, from 1,800 to 5,200 megawatts, by 2025. * The country’s current electricity generation is over 80% coal, with nuclear contributing around 4%; renewables contribute about 10%. * There are legal challenges from civil society against nuclear expansion, potentially delaying plans.
91. https://www.innovationnewsnetwork.com/uk-reforms-to-accelerate-nuclear-development-cut-delays/67671/?utm_source=rss&utm_medium=rss&utm_campaign=uk-reforms-to-accelerate-nuclear-development-cut-delays - * The UK Government announced plans to overhaul nuclear regulation following an independent review highlighting delays caused by complex approval procedures. * Reforms aim to introduce risk-based regulation, focusing resources on safety-critical areas, and are planned for implementation by 2027. * Major projects such as Sizewell C, Hinkley Point C, and small modular reactors at Wylfa are underway to expand nuclear infrastructure. * The government is also investing £65.6 million in nuclear research and workforce development, including PhD programmes and national security projects. * Reforms are designed to streamline project timelines and reduce costs without compromising safety or environmental standards.
92. https://www.gbnews.com/news/rachel-reeves-nuclear-bosses-radical-reset - * The UK government plans to implement reforms to nuclear regulation, aiming to reduce bureaucratic hurdles and accelerate nuclear projects.
93. https://knnindia.co.in/news/newsdetails/sectors/energy/govt-allocates-rs-20000-crore-for-small-modular-reactor-development-under-nuclear-energy-mission - * The Indian government allocated Rs 20,000 crore under the Nuclear Energy Mission to support SMR research, design, development, and deployment. * Three indigenous SMR technologies are being developed, including BSMR-200, SMR-55, and a high-temperature gas-cooled reactor for hydrogen generation. * The roadmap aims to achieve 100 GW of nuclear capacity by 2047, increasing from current 8.78 GW to 54 GW by 2032, through various public, private, and joint ventures. * The BSMR-200 and SMR-55 projects have received approval; siting and environmental clearances are in progress. * Most equipment components are domestically produced with technical support from BARC.
94. https://tass.com/economy/2101213 - * Rosatom will operate the Zaporozhye nuclear power plant and ensure its safe operation. * This statement was made after consultations between the Russian delegation and IAEA. * The plant may generate electricity for border areas, including Ukraine, under certain conditions. * The plant has a capacity of 6 Gigawatts and could supply electricity beyond traditional destinations. * Possible new partners include the United States.
95. https://www.nucnet.org/news/uk-government-grants-nuclear-justification-for-rolls-royce-smr-design-3-5-2026 - * The UK government approved the nuclear justification for Rolls-Royce's small modular reactor (SMR) design, marking a regulatory milestone. * The decision followed public consultation and government assessment of the technology’s benefits and risks. * The reactor uses low-enriched uranium dioxide fuel in a light-water cooled and moderated pressurised water reactor. * Rolls-Royce's SMR aims to deliver significant climate and socio-economic benefits with manageable environmental impacts. * The UK Office for Nuclear Regulation is conducting detailed assessment under GDA, expected to complete in August 2026.
96. https://www.power-technology.com/news/paris-summit-boosts-nuclear-tripling-pledge/ - * The second World Nuclear Energy Summit (WNES) held in Paris on 10 March gained new signatories to a nuclear energy declaration, raising total to 38. * The summit aimed to promote nuclear power’s role in global decarbonisation, focusing on financing, fuel security, and workforce development. * Leaders and countries discussed technological pathways including extending reactor lifetimes, new plants, small modular reactors (SMRs), and innovative concepts. * The summit highlighted the importance of international cooperation, policy frameworks, standardisation, and safety harmonisation. * The high-level joint statement emphasised broad inclusion of nuclear energy in climate and development policies, support for new and existing reactors, and international cooperation.
97. https://www.tz.de/politik/atomkraft-ja-bitte-csu-general-widerspricht-merz-und-will-auf-neue-mini-reaktoren-setzen-zr-94215791.html - • CSU-General Martin Huber interpretiert Merz' Aussage zum Atomausstieg anders und befürwortet neue Mini-Reaktoren. • Huber spricht sich für Innovationen und Small Modular Reactors (SMRs) aus, um den Energiebedarf zu sichern. • Die EU fördert die Forschung und Investitionen in Kernenergie, um nachhaltige Energiequellen zu stärken. • In der westlichen Welt sind derzeit keine Mini-Reaktoren im Betrieb; Entwicklung läuft in Ländern wie Großbritannien und Russland. • Deutschland hält bisher wenig von SMRs, während die EU eine Strategie zur Einführung bis Anfang der 2030er Jahre plant.
98. https://ceoworld.biz/2026/03/13/from-hormuz-to-wall-street-what-the-iran-war-means-for-oil-inflation-and-portfolios/ - * Oil prices have surged towards USD 120 per barrel due to disruption of the Strait of Hormuz. * Shipping and exports are constrained, affecting global oil and LNG supply chains. * Multiple scenarios are analysed: short, intense shock; enduring chaos; and a prolonged crisis. * Policy measures, such as strategic reserves, are under discussion to mitigate impacts. * The crisis reinforces energy security and accelerates the shift towards renewables, nuclear, and infrastructure diversification.
99. https://theenergyst.com/uk-nuclear-regulatory-developments-unlocking-reliable-energy-at-scale-for-uk-data-centres/ - * UK enters a critical deployment phase for nuclear energy, driven by security and decarbonisation needs. * Recent regulatory developments aim to facilitate advanced nuclear solutions, including Small Modular Reactors (SMRs), for data centres. * UK government has introduced frameworks such as the Advanced Nuclear Framework and AI Growth Zones to accelerate infrastructure build. * New regulations recognise nuclear as nationally significant, supporting co-located SMR projects. * Challenges remain, including construction risks and regulatory adaptation, but government efforts aim to mitigate these.
100. https://www.iltempo.it/economia/2026/03/13/news/enea-punta-sui-reattori-nucleari-a-sodio-per-la-sicurezza-energetica-46789389/ - * Enea participates in the Esfr-Simple project to develop safer, more sustainable, and efficient fast neutron small modular reactors (SMRs) cooled by sodium. * The project aims to reduce reactor size from 3,600 MWt to 360 MWt and integrate AI for operational data analysis. * Enea's involvement includes safety enhancements, fuel optimisation, and experimental verification of components. * The development aligns with global interests in fourth-generation nuclear technologies, particularly sodium-cooled reactors. * The research emphasises passive safety systems and heat removal during normal operation and accidents, enhancing reactor safety.
101. https://www.climatechangenews.com/2026/03/13/china-joins-pledge-to-triple-global-nuclear-energy-capacity/ - * China, Brazil, Italy, and Belgium announced support for a pledge to triple nuclear energy capacity at COP28, increasing the backers to 38. * Chinese Vice Premier Zhang Guoqing emphasised China's support and plans to export nuclear technology. * Brazil's energy minister highlighted nuclear as a strategic future choice, proposing small modular reactors. * Europe remains divided on nuclear power, with France supporting and Germany opposing expansion. * EU President Ursula von der Leyen called for renewed European leadership in nuclear technology. * The article discusses geopolitical, technological, and policy aspects influencing nuclear energy expansion worldwide.
102. https://www.eenews.net/articles/top-democrat-slams-doe-bid-to-fast-track-advanced-reactors/ - * Democratic Sen. Sheldon Whitehouse criticised the Department of Energy’s effort to streamline permitting for next-generation nuclear reactors. * The proposed rule would create new categorical exclusions to bypass environmental reviews. * The exclusions could apply to experimental reactors developed through a DOE programme targeting at least three advanced commercial reactor demonstrations by July 4. * Whitehouse criticised the DOE’s justification based on regulatory approvals and safety analyses.
103. https://www.canarymedia.com/articles/nuclear/trump-admin-courts-westinghouse-rivals - * The Trump administration aims to restart the U.S. nuclear industry, with policies to build multiple new reactors by 2030.* It focuses on first-generation reactors like Westinghouse's AP1000, with ongoing discussions on funding.* The DOE is considering rival technologies from GE Hitachi and Korea Electric Power Corporation as alternatives.* Delays and cost overruns with Westinghouse's projects have prompted the search for additional options.* The effort is part of broader US energy security and decarbonisation strategies.
104. https://www.climatechangenews.com/2026/03/13/china-joins-pledge-to-triple-global-nuclear-energy-capacity/ - * China, Brazil, Italy, and Belgium have endorsed a pledge launched at COP28 to triple nuclear capacity between 2020 and 2050, increasing supporters to 38. * Chinese Vice Premier Zhang Guoqing emphasised climate change and energy security benefits. * China has significantly added nuclear capacity in the past 15 years and plans to export reactors. * The endorsement reflects growing recognition of nuclear as a reliable, clean power source amid geopolitical tensions. * Support for nuclear in Brazil is strategic; the country aims to replace fossil fuel plants with SMRs, citing large uranium reserves. * Europe remains divided: France supports nuclear, Germany opposes, while EU President von der Leyen advocates for nuclear as part of an energy mix. * The US maintains support for nuclear energy, including new SMRs, despite safety and environmental concerns.
105. https://www.gamereactor.fr/la-commission-europeenne-lance-de-nouvelles-initiatives-en-matiere-denergie-pour-stimuler-lautosuffisance-2063703/ - * The European Commission introduced initiatives to promote national energy solutions, reduce dependence on fossil fuel imports, and lower energy prices. * A strategy on small modular reactors (SMRs) aims to enable EU countries, such as Finland, to operate SMRs from the early 2030s. * The Commission plans to invest 200 million euros from the Innovation Fund through InvestEU by 2028 to support nuclear technologies. * Collaboration with the European Investment Bank will mobilise over 75 billion euros over three years for the clean energy transition. * The "citizen energy" package seeks to make energy more affordable and assist vulnerable consumers.
106. https://metaverseplanet.net/blog/deep-fission-begins-drilling-for-1-6km-underground-nuclear-reacto/ - - US-based startup Deep Fission has started drilling an 1,800-metre borehole in Kansas for a deep underground nuclear reactor. - The project aims to develop a 15 MW SMR named "Gravity" using the Earth’s natural pressure and bedrock as safety features. - The design reduces construction costs by utilising existing oil and gas drilling technology, potentially cutting costs by 70% to 80%. - The initiative supports the US Department of Energy’s Reactor Pilot Program, targeting criticality by July 2026. - The project addresses the energy needs of the tech industry, including AI and data centres, with scalable, stable, carbon-free power.
107. https://www.renewable-energy-industry.com/news/world/article-7289 - * Ursula von der Leyen announced a new European strategy supporting small modular reactors (SMRs) with private investment guarantees.* * She highlighted nuclear and renewables as key, reliable energy sources for Europe's independence and security.* * The European Commission supports nuclear fission technologies and fuels, amid global nuclear energy renaissance claims.* * France, through EDF and Nuward, is the main EU country developing SMRs; recent projects face technical revisions.* * Overall, global nuclear capacity growth remains limited; costs and long build times hinder expansion.*
108. https://www.energyvoice.com/renewables-energy-transition/nuclear/593945/miliband-fast-tracks-nuclear-bombs-but-not-north-sea/ - • UK government plans to overhaul nuclear planning and regulation, aiming to speed up delivery by 2027. • Reforms include simplifying processes and boosting research funding, with £65.6 million allocated. • No new North Sea exploration licences will be issued, as the government prioritises nuclear energy development. • Official responses to the Middle East conflict highlight focus on energy security and reducing reliance on fossil fuels. • UK political leaders meet industry to prevent fuel price profiteering.
109. https://www.energyvoice.com/renewables-energy-transition/nuclear/593945/miliband-fast-tracks-nuclear-bombs-but-not-north-sea/ - * The UK government plans to overhaul nuclear planning and regulation, aiming to speed up delivery by 2027, as part of energy security and climate change strategies. * The reforms are part of the Nuclear Regulatory Taskforce led by John Fingleton, addressing bureaucratic delays. * UK government supports £65.6 million of research funding for nuclear-related programmes across UK institutions. * Miliband advocates for continuing oil and gas production from existing fields but opposes new exploration licenses, claiming they won’t lower bills. * UK’s energy strategy involves building nuclear capacity to reduce reliance on volatile fossil fuels and enhance energy security, especially amid regional conflicts.
110. https://www.indiandefensenews.in/2026/03/mea-slams-paks-hypocrisy-over-india.html - * India's Ministry of External Affairs (MEA) rejects Pakistan's criticism of the India-Canada nuclear agreement. * The dispute concerns civil nuclear cooperation and uranium supply pact valued at USD 2.6 billion. * India aims to diversify its nuclear energy sources and reduce dependence on Russian fuel. * Pakistan criticises India's non-NPT status and unequal safeguards, citing proliferation concerns. * The deal signifies strengthening bilateral relations and India's energy security strategy.
111. https://www.nzz.ch/meinung/die-schweiz-verabschiedet-sich-von-der-illusion-einer-akw-freien-zukunft-ld.1929023 - * The Swiss Senate voted to lift the ban on new nuclear power plants, signalling a policy shift towards nuclear energy. * The existing reactors Gösgen and Beznau are set to go offline in 2039 and 2044, but extension of their operational life is suggested. * EU, especially Germany, re-evaluates nuclear phase-out; EU Commission President Ursula von der Leyen admits to strategic error of abandoning nuclear energy. * Switzerland's increased openness to nuclear power aims to improve energy independence amidst geopolitical risks and rising European electricity demand. * Further nuclear expansion in Switzerland may be delayed until at least 2050 due to financial and regulatory considerations.
112. https://skillings.net/nuclear-pivot-india-and-canada-ink-2-6b-uranium-supply-deal-as-energy-ties-hit-new-heights/ - * India and Canada signed a $2.6 billion uranium supply agreement, spanning 2027 to 2035. * Cameco Corp. will supply approximately 22 million pounds of uranium to India’s Department of Atomic Energy. * The deal aims to support India's goal of 100 GW nuclear capacity by 2047. * The agreement signifies a strategic shift in India-Canada relations, focusing on energy cooperation. * It occurs alongside negotiations on a Comprehensive Economic Partnership Agreement (CEPA) and critical minerals cooperation.
113. https://www.newcivilengineer.com/latest/arup-appointed-to-provide-early-phase-engineering-and-designs-of-wylfa-smrs-12-03-2026/ - - Arup assigned to provide ground and structural engineering support for the Wylfa SMR project on Anglesey, UK. - The project aims to deliver up to 1.5 GW of low-carbon electricity as part of UK government plans. - The Wylfa site is designated for the first UK SMRs, with Rolls-Royce SMR manufacturing the reactors. - The project could create up to 3,000 jobs and support the UK’s position in the global SMR market. - The appointment follows other environmental and regulatory support contracts for the project.
114. https://skillings.net/nuclear-pivot-india-and-canada-ink-2-6b-uranium-supply-deal-as-energy-ties-hit-new-heights/ - * India and Canada signed a $2.6 billion uranium supply agreement spanning 2027 to 2035. * Cameco will supply approximately 22 million pounds of uranium ore concentrate to India. * The deal aims to support India's goal of 100 GW nuclear capacity by 2047. * The agreement enhances bilateral energy cooperation and diversifies Canada's export markets. * The global uranium market is in a deficit, with prices at decade highs, and India needs additional supply to meet its nuclear energy demands.
115. https://times.mw/kayelekera-uranium-production-peaks-up/?utm_source=rss&utm_medium=rss&utm_campaign=kayelekera-uranium-production-peaks-up - * Lotus Resources Limited reported the Kayelekera Uranium Mine operated at over 80% capacity in February. * The mine is progressing towards steady-state production of uranium in the second quarter of 2026. * Commissioning of the sulphuric acid plant is underway, with hot commissioning expected in April. * The mine aims to support uranium processing for its first shipment in Q2 2026. * The mine secured over $53 million through share sales on the Australian Securities Exchange. * Increased production could benefit Malawi's economy through foreign exchange and employment.
116. https://www.thenewslens.com/article/265647 - *EU Commission President Ursula von der Leyen criticises Europe's reduction of nuclear energy, citing it as a 'strategic mistake' in face of rising fossil fuel dependence.* *She highlights the decline in nuclear power from 33% in 1990 to 15% currently, increasing reliance on oil and gas.* *Von der Leyen supports EU investment in nuclear technology, allocating €200 million for innovation.* *France advocates maintaining nuclear power as a key low-carbon energy source, with plans to diversify Russian uranium supplies.* *Several EU countries soften stance on nuclear energy, aiming for stable low-carbon electricity to ensure industrial competitiveness.*
117. https://www.nzz.ch/wirtschaft/japan-setzt-15-jahre-nach-der-katastrophe-in-fukushima-auf-die-wiederbelebung-der-akw-ld.1928964 - * Japan's nuclear industry is returning, with reactor 6 at Kashiwazaki-Kariwa restarting in January 2026. * The government aims to increase nuclear power's share from 9% to 20% by 2030 and develop new reactor types. * Japan plans to use nuclear energy as a key component in its strategy to achieve net-zero greenhouse gas emissions by 2050. * The country maintains a strategic approach to nuclear energy due to safety, economic, and security considerations. * Japanese companies, including domestic and German firms, are positioning to benefit from the nuclear revival.
118. https://www.observer24.com.na/mining-enters-2026-on-a-strong-footing/ - * Namibia’s mining sector starts 2026 benefiting from high prices for gold, copper, zinc, tin, and uranium.* * Elevated commodity prices boost export earnings and government revenue.* * Uranium remains strategically important amid global interest in nuclear energy.* * The sector contributes significantly to Namibia’s economy, with a focus on non-diamond minerals.* * Risks include geopolitical tensions, supply chain uncertainties, and domestic cost pressures.*
119. https://www.zerohedge.com/energy/centrus-partners-palantir-wright-pushes-end-russian-imports - * Centrus Energy and Palantir announced an AI-powered partnership to accelerate US uranium enrichment expansion. * The collaboration aims to cut costs, improve efficiencies, and expand capacity at Centrus' Ohio plant. * The US plans to end uranium imports from Russia by 2028, relying on European partners. * The US currently depends on Russian supply for about 20-25% of nuclear fuel feedstock. * The US expands efforts at Urenco's New Mexico enrichment facility as part of the strategy.
120. https://www.nrc.nl/nieuws/2026/03/12/liever-een-kernreactor-dan-een-zonneweide-staat-over-tien-jaar-in-iedere-gemeente-een-kleine-kerncentrale-a4922327 - * Dutch municipality Opmeer considers building a small modular reactor (SMR) as part of its quest for sustainable energy solutions by 2040. * SMRs are compact, clocked as 25 MW in Opmeer, significantly smaller than traditional reactors like Borssele. * Several countries and companies such as China, Russia, Allseas, and TU Delft are involved in developing SMRs. * Debates revolve around safety, nuclear waste, costs, and space-efficiency compared to wind and solar power. * The Dutch government and municipalities are investigating the feasibility and potential deployment of SMRs, with plans possibly between 2035 and 2040.
121. https://energiesmedia.com/meta-terrapower-natrium-nuclear-reactors/ - * Meta collaborates with TerraPower to deploy eight Natrium reactors in the US, with funding for the first two units supporting up to 690 MW of electricity. * The reactors aim to generate approximately 2.8 GW of carbon-free baseload power, with potential to boost output to about 4 GW during peak demand. * The project is expected to be completed by 2032, with additional units providing up to 2.1 GW by 2035. * The Natrium technology uses liquid sodium as coolant, offering safety and efficiency advantages over traditional water-cooled reactors. * TerraPower’s CEO Chris Levesque emphasizes the deployment of reliable, flexible, and carbon-free power to meet US energy needs.
122. https://www.powermag.com/doe-unveils-initiative-to-add-5-gw-of-nuclear-capacity-through-uprates-and-restarts/ - * The U.S. Department of Energy announced the UPRISE initiative to increase nuclear capacity by 2.5 GW by 2027 and 5 GW by 2029.* The initiative includes expanding output from operating reactors, restarting dormant facilities, and extending plant lifespans.* It aligns with White House directives to quadruple U.S. nuclear capacity from 100 GW to 400 GW by 2050.* The programme aims to address rising electricity demand driven by industrial electrification and data centres.* The initiative will assess supply chain readiness, plant upgrades, and economic models, and support regulatory and fuel technology advancements.* Industry interest in power uprates is rising, with over 5 GWe of capacity planning or interest noted.* The effort will also aim to invigorate domestic supply chains for nuclear upgrades and future build-out.* The Light Water Reactor Sustainability Program at Idaho National Laboratory will support operational efficiency and plant life extension research.
123. https://www.electricalindia.in/ntpc-plans-to-set-up-nuclear-power-projects/ - * NTPC Ltd., a government-owned company under the Ministry of Power, India, plans to develop 30GW nuclear capacity by 2047. * NTPC's joint venture with Nuclear Power Corporation of India Limited (NPCIL), Anu Shakti Vidyut Nigam Limited (ASHVINI), is establishing a 4×700 MW nuclear power project called Mahi Banswara Rajasthan Atomic Power Project (MBRAPP) in Rajasthan, with testing expected by FY 2032-33. * NTPC has created a wholly owned subsidiary, NTPC Parmanu Urja Nigam Limited (NPUNL), incorporated in January 2025. * The 30GW target aligns with India's goal of 100 GW nuclear capacity by 2047 and includes exploring international collaborations through Expressions of Interest.
124. https://www.powermag.com/why-nuclear-power-is-most-viable-option-for-data-centers/ - * Data centres are shifting towards on-site nuclear power, with the first project expected to operate independently of the grid. * Small modular reactors (SMRs) modernise nuclear power, generate 50-300 MW, and are suitable for data centres due to their size and deployment flexibility. * SMRs are based on proven submarine reactor designs, offering enhanced safety features. * Regulatory and permitting challenges remain significant, with projects like NuScale's support but also cancellations due to costs. * Major tech companies, including Amazon, Google, Microsoft, and Meta, are investing in SMRs, signalling confidence in the technology. * The first successful SMR-powered data centres are anticipated to influence market confidence and regulations, accelerating adoption.
125. https://k2radio.com/wyoming-nuclear-energy-future/ - * U.S. Sen. Cynthia Lummis promotes nuclear energy and Wyoming’s uranium resources. * Discusses approval of advanced nuclear reactor project in Kemmerer, Wyoming. * Emphasises the importance of domestic nuclear fuel supply chain and energy independence. * Highlights China and Russia's nuclear expansion and export efforts. * Advocates for nuclear power as a vital element for America’s energy future.
126. https://www.ans.org/news/2026-03-12/article-7839/marvel-pdsa-approval-could-serve-as-blueprint/ - * INL received safety approval for the MARVEL sodium-potassium cooled microreactor in March 2023, which is designed to demonstrate advanced microreactor applications. * The test reactor, targeted for initial operation in 2024, will generate data on reactor physics behaviour through dry criticality experiments. * MARVEL employs a reactivity control system with four control drums, tested in anticipation of transfer to INL’s TREAT facility. * The approval acts as a blueprint for future advanced nuclear reactor safety processes, influencing other projects such as Project Pele and MCRE. * Several projects, including Project Pele and MCRE, have been influenced by MARVEL’s safety approach and design principles.
127. https://www.ans.org/news/2026-03-12/article-7837/von-der-leyen-shares-regrets-growth-plans-at-european-nuclear-summit/ - * Von der Leyen called for Europe to lead in nuclear power, including operational small modular reactors by the early 2030s. * She highlighted Europe's expertise, investment initiatives, and policy changes supporting nuclear energy. * The EU plans to expand nuclear support and invest €200 million to de-risk innovations. * The summit was held near Paris, marking the second European nuclear energy summit. * France, with the world's second-largest nuclear capacity, and Germany, which shut its reactors but now sees nuclear as strategic, featured in the discussion.
128. https://www.riotimesonline.com/argentina-nuclear-industry-courts-u-s-investment-at-new-york-summit/ - * Argentina presented its nuclear sector to over 50 U.S. companies during Argentina Week 2026 in New York, highlighting SMR technology, uranium supply, and radioisotope production. * The presentation followed the 19th U.S.-Argentina Joint Standing Committee on Nuclear Energy Cooperation in Washington, reaffirming commitment to small modular reactors and the FIRST program. * The bilateral nuclear cooperation agreement expires in 2027, with renewal talks underway amid a strategy to counter Chinese influence in Latin America. * Argentina has operated nuclear power plants for over five decades, with three reactors supplying around 5% of the country’s electricity. * The CAREM small modular reactor was a key part of the pitch, despite construction delays, as a symbol of Argentina’s nuclear capabilities.
129. https://www.ans.org/news/2026-03-12/article-7837/von-der-leyen-shares-regrets-growth-plans-at-european-nuclear-summit/ - * European nuclear summit near Paris on March 10 discussed Europe's growth plans for nuclear energy. * Von der Leyen emphasized the need for operational small modular reactors (SMRs) by the early 2030s. * Europe aims to reduce dependence on fossil fuel imports by including nuclear and renewable energy. * Support measures include expanding aid for nuclear fuels, launching an industrial alliance for SMRs, and investing $5 million in fusion research. * A €200 million fund was announced to support private investment in nuclear technologies. * France's nuclear capacity is the second largest globally, with ongoing support from European leaders. * Germany, having shut down reactors in 2023, now considers the phaseout irreversible.
130. https://energiesmedia.com/meta-terrapower-natrium-nuclear-reactors/ - * Meta partners with TerraPower to develop eight Natrium reactors in the US, supporting up to 2.8 gigawatts of carbon-free power by 2032. * The project includes funding for the first two units, with a total capacity of up to 690 megawatts, and access to six additional units capable of delivering 2.1 gigawatts by 2035. * The reactors will use Natrium technology, featuring liquid sodium coolant and energy storage systems, to provide stable and flexible electricity. * The initiative aims to support digital infrastructure and energy needs, with the main development expected to complete by 2032.
131. https://www.indiandefensenews.in/2026/03/indias-smr-push-20000-crore-investment.html - * India’s Union Budget 2025–26 introduces the Nuclear Energy Mission with ₹20,000 crore for Small Modular Reactors (SMRs). * Three key SMR projects led by BARC include BSMR-200, SMR-55, and a high-temperature gas-cooled reactor (HTGCR). * Funds allocated: ₹5,960 crore for BSMR-200, ₹7,000 crore for SMR-55, ₹320 crore for HTGCR, among others. * Construction sites identified at Tarapur, Maharashtra, and Vizag, Andhra Pradesh. * Progress includes approvals, siting consents, and agency collaborations, with prospective milestones ahead.
132. https://energiesmedia.com/meta-terrapower-natrium-nuclear-reactors/ - * Meta collaborates with TerraPower to develop up to eight nuclear reactors in the United States, with funding for the first two units supporting 690 MW of electricity. * The project aims to deliver approximately 2.8 GW of carbon-free power, with potential to boost output to 4 GW during peak demand. * The reactors are expected to generate power by 2032, with additional units providing up to 2.1 GW by 2035. * Natrium technology uses liquid sodium as coolant, different from traditional water-cooled reactors, to improve safety and efficiency. * The initiative aligns with US energy security and decarbonisation goals, utilising innovative nuclear in the energy transition.
133. https://k2radio.com/wyoming-nuclear-energy-future/ - * U.S. Sen. Cynthia Lummis emphasises Wyoming's potential to lead in the nuclear energy industry amid rising global electricity demand, driven by artificial intelligence. * Highlights the NRC's recent approval of a construction permit for TerraPower's advanced nuclear reactor in Kemmerer, Wyoming. * Discusses Wyoming’s uranium resources and workforce as critical to rebuilding America's nuclear supply chain, reducing dependency on foreign sources like Russia. * Warns against China's nuclear expansion and export ambitions, emphasising Wyoming's role to counter Chinese and Russian dominance. * Calls for leadership in next-generation nuclear technology to sustain economic and technological advantage for the US.
134. https://www.powermag.com/doe-unveils-initiative-to-add-5-gw-of-nuclear-capacity-through-uprates-and-restarts/ - * The U.S. Department of Energy (DOE) launched the UPRISE initiative to increase nuclear capacity by 2.5 GW by 2027 and 5 GW by 2029. * The initiative includes power uprates, restarting dormant facilities, and extending plant lifespans. * The programme aligns with a White House directive to quadruple U.S. nuclear capacity to 400 GW by 2050. * The initiative aims to respond to surging electricity demand from industrial electrification and data centres. * It will support supply chain readiness, plant upgrades, economic validation, and regulatory streamlining.
135. https://www.indiandefensenews.in/2026/03/indias-smr-push-20000-crore-investment.html - * India’s Union Budget 2025–26 allocates ₹20,000 crore for research, design, development, and deployment of SMRs.* BARC leads three SMR projects: Bharat Small Modular Reactor (BSMR-200), SMR-55, and a high-temperature gas-cooled reactor (HTGCR).* Construction efforts are planned at DAE sites, including Tarapur in Maharashtra and Vizag in Andhra Pradesh.* The programme has secured in-principle approvals, with construction timelines of 60 to 72 months.* The initiative aims to enhance energy security, promote nuclear innovation, and support green hydrogen goals.
136. https://simplywall.st/stocks/ca/energy/tsx-dml/denison-mines-shares/news/denison-mines-shifts-toward-production-with-phoenix-uranium - * Denison Mines has approved the final investment decision for its Phoenix uranium in situ recovery mine. * Site preparation and construction have started following the decision. * The company received a federal construction licence from the Canadian Nuclear Safety Commission. * A construction management contract has been awarded to Wood Canada Limited. * The project move shifts Denison from exploration to near-term production, with implications for its risk profile and capital needs.
137. http://www.wise-uranium.org/umopru.html#KHIAGDA - * Russia aims to boost uranium production at Krasnokamensk and other deposits, with plans to almost double output. * Environmental contamination, groundwater pollution, and associated health risks identified near Krasnokamensk uranium mine. * Russia faces potential uranium shortage by 2030-2035, with strategic investments in exploration and new deposits. * Infrastructure construction and licensing for multiple deposits, including Tetrakhskoye, Dybryn, Kolichikan, and Vershinnoye, underway. * Russia engages in international cooperation, including Chinese co-investment in Krasnokamensk and export trade restrictions. * Operational shifts include switching to heap leaching and in-situ leaching methods amid ore grade decline.
138. https://interestingengineering.com/energy/us-firm-deep-fission-6000-ft-well - * Deep Fission, a California-based nuclear startup, moves from concept to construction by drilling data acquisition wells for an underground nuclear pilot project. * The project involves a mile-deep, 15-megawatt small modular reactor (SMR) called 'Gravity', located in Parsons, Kansas. * The drilling aims to gather geological, hydrological, and thermal data, marking a major step forward. * The design eliminates the need for large surface structures by using underground geology for containment and shielding. * The project is supported by US financing, uranium sourcing from Urenco USA, and aims for criticality by July 2026 under the DOE's Reactor Pilot Program.
139. https://interestingengineering.com/energy/us-firm-deep-fission-6000-ft-well - * Deep Fission, a California-based nuclear startup, has started drilling at the Great Plains Industrial Park in Kansas for its underground nuclear pilot project. * The project involves a mile-deep, 15 MWe small modular reactor (SMR) called 'Gravity'. * The drilling aims to gather geological, hydrological, and thermal data, marking a shift from concept to construction. * The design utilises natural geology for containment, pressure, and shielding, reducing surface footprint and costs. * The project is supported by an agreement with Urenco USA, $80 million funding, and is part of the DOE’s Reactor Pilot Program targeting 2026 criticality.
140. https://www.nzz.ch/schweiz/exakt-15-jahre-nach-der-katastrophe-von-fukushima-will-der-staenderat-den-neubau-von-atomkraftwerken-ermoeglichen-ld.1928799 - * The Swiss Ständerat votes to enable the construction of new nuclear power plants, citing geopolitical and decarbonisation factors as reasons. * The decision reverses the 2017 popular vote against nuclear energy following Fukushima. * The debate involves the federal government’s indirect counter-proposal and resistance from political parties aligned with previous anti-nuclear stances. * Arguments include energy security in winter and the EU's stance on nuclear energy. * Opponents warn that new nuclear projects may delay renewable energy development and address issues such as radioactive waste storage.
141. https://www.wfmd.com/2026/03/12/sen-cynthia-lummis-dont-hand-china-the-nuclear-future-build-it-here-at-home/ - * Wyoming has been a key energy producer historically, mainly through mineral resources but now increasingly through nuclear energy. * The Nuclear Regulatory Commission approved a construction permit for TerraPower’s Kemmerer Power Station in Wyoming. * Wyoming sits atop the largest uranium deposits in the US and has experience in responsible extraction. * The article highlights the need for rebuilding America’s uranium supply chain, reducing reliance on foreign sources like Russia. * Wyoming aims to lead in next-generation nuclear technology and compete with China and Russia's nuclear industries.
142. https://www.nucnet.org/news/iaea-review-says-rwanda-making-progress-towards-nuclear-power-programme-3-4-2026 - * The IAEA conducted an integrated nuclear infrastructure review (Inir) in Rwanda between 2 and 9 March. * Rwanda has made progress in developing infrastructure for a nuclear power programme, including plans for a small modular reactor in the early 2030s. * Rwanda aims for nuclear energy to supply 60% to 70% of its electricity mix in the future. * The review highlighted strengths such as government commitment, regulatory framework development, and site surveys. * Recommendations included finalising legislation, policies, and developing an integrated work plan. * Rwandan president Paul Kagame discussed nuclear power's role in Rwanda’s development strategy and regional electricity expansion.
143. https://interestingengineering.com/energy/us-firm-deep-fission-6000-ft-well - * Deep Fission, a California-based nuclear startup, has started drilling for an underground nuclear pilot project in Kansas. * The project involves a mile-deep, small modular reactor called the 'Gravity' reactor, designed to operate at a depth of one mile. * The company signed a deal with Urenco USA for low-enriched uranium and received $80 million in financing. * The project aims to reduce construction costs significantly and is part of the DOE's Reactor Pilot Program targeting criticality by July 4, 2026. * The initiative focuses on scalability, environmental impact, and security, with a three-well subsurface data collection program.
144. https://revistaforum.com.br/global/china-em-foco/duas-sessoes-2026-a-estrategia-de-tres-etapas-da-china-para-o-desenvolvimento-de-energia-nuclear/ - * China includes 'Futuro Energia' as a strategic direction in its 2026 Government Work Report, emphasising nuclear energy.
145. https://www.theconstructionindex.co.uk/news/view/arup-selected-for-first-uk-smr - * In November 2025, UK plans to build three SMRs at Wylfa, Ynys Môn, Wales, using Rolls-Royce technology, with £2.5bn government funding. * Arup announced its involvement in early-phase foundation engineering and design support for the project. * The project aims to contribute to the UK's energy policy, supporting carbon reduction and energy security through nuclear power. * Partners include GBE-N, Amentum, Turner & Townsend, Hochtief, Mace Consult, Unipart, LDA Design, TÜV SÜD Nuclear Technologies, and Gleeds. * Project signifies the UK's first SMR and aligns with broader energy transition strategies.
146. https://climatechangedispatch.com/europe-nuclear-phaseout-strategic-mistake/ - * Ursula von der Leyen acknowledged that Europe's decision to phase out nuclear energy was a 'strategic mistake'. * She explained that reducing nuclear share has contributed to high energy prices and dependence on fossil fuel imports. * Von der Leyen announced a new investment package in small modular nuclear reactors (SMRs) with $230 million pledged. * French President Emmanuel Macron supported enhancing European nuclear capacity, especially France's EDF. * Marine Le Pen’s deputy Jordan Bardella criticised Germany’s anti-nuclear stance and called for a rethink of energy policies.
147. https://www.electricalindia.in/ntpc-plans-to-set-up-nuclear-power-projects/ - * NTPC Ltd., under the Indian government, aims for 30GW nuclear capacity by 2047. * Plans include a 4×700 MW nuclear project in Rajasthan called Mahi Banswara Rajasthan Atomic Power Project, with testing expected by FY 2032-33. * NTPC formed a wholly owned subsidiary, NTPC Parmanu Urja Nigam Limited, in January 2025. * The target is part of India's broader goal of 100 GW nuclear capacity by 2047, with international collaboration options being explored. * NTPC has issued an Expression of Interest for partnerships.
148. https://www.politicshome.com/members/article/sustainable-management-radioactive-waste - * The UK’s Nuclear Waste Services (NWS) promotes safe, secure, and sustainable management of radioactive waste. * NWS specialises in treatment and disposal, including operating the Low Level Waste Repository and planning a Geological Disposal Facility. * The organisation supports new nuclear build by ensuring waste management considerations are integrated from design. * UK has adopted a waste hierarchy strategy, increasing recycling and diversion to reduce disposal costs. * Innovations in waste treatment aim to further reduce waste volumes and enhance sustainability. * The work aligns with UK’s commitment to low-carbon energy and energy security through nuclear power.
149. https://www.liberoquotidiano.it/news/esteri/46753358/emmanuel-macron-centrali-nucleari-dietro-alpi-italia-circondata/ - * Macron emphasises the need for nuclear power as a source of progress, prosperity, and independence.* * The second international civil nuclear summit organised by France and IAEA took place near Paris.* * Macron highlights the importance of modernising and innovating nuclear energy.* * France is a leading nuclear power with 57 reactors, considering nuclear energy crucial for decarbonisation.* * The summit occurs 15 years after Fukushima, with a focus on nuclear safety and geopolitics.*
150. https://africa-energy-portal.org/news/south-africa-endorses-global-declaration-triple-nuclear-energy - * South Africa endorses the Declaration to Triple global nuclear energy capacity by 2050 during the Africa Energy Indaba in Cape Town (3–5 March 2026). * The endorsement joins 33 nations committed to expanding nuclear energy’s role in energy systems. * South Africa's participation highlights its recognition of nuclear energy as vital to its energy mix and leadership in Africa's clean energy transition. * Dr Sama Bilbao y León of the World Nuclear Association emphasised nuclear energy’s role in energy access, security, and climate objectives.
151. https://www.nucnet.org/news/iaea-review-says-rwanda-making-progress-towards-nuclear-power-programme-3-4-2026 - * The IAEA conducted an integrated nuclear infrastructure review in Rwanda between 2 and 9 March. * Rwanda aims for nuclear energy to supply 60-70% of its electricity in the future and plans to deploy a small modular reactor in the early 2030s. * The review identified strengths such as government commitment and progress in legislation, site surveys, and emergency preparedness. * Rwanda is working with the IAEA to develop an infrastructure support plan. * President Paul Kagame highlighted nuclear power's role in Rwanda’s development and regional expansion using SMRs.
152. https://www.theconstructionindex.co.uk/news/view/arup-selected-for-first-uk-smr - * In November 2025, plans were confirmed to build three SMRs at Wylfa, Wales, using Rolls-Royce technology, with £2.5bn UK government funding. * Arup announced support for early-phase foundation engineering and design of the project. * The project aims to support the UK's energy policy, carbon reduction, and energy security through nuclear technology.* Key partners include GBE-N, Rolls-Royce, Amentum, Turner & Townsend, Hochtief, Mace Consult, Unipart, LDA Design, TÜV SÜD, and Gleeds.
153. https://climatechangedispatch.com/europe-nuclear-phaseout-strategic-mistake/ - * Ursula von der Leyen acknowledged that Europe's move to decommission nuclear power plants was a 'strategic mistake' for energy reliability and affordability. * The share of nuclear in Europe’s energy mix has decreased from one-third in 1990 to one-sixth today. * Von der Leyen called for changes, proposing a new investment package of $230 million in small modular nuclear reactors (SMRs). * French President Emmanuel Macron and Marine Le Pen’s deputy Jordan Bardella supported nuclear energy as vital for energy independence and decarbonisation. * Germany's decision to phase out nuclear after 2011 Fukushima disaster is linked to reliance on expensive imports and vulnerability to geopolitical risks.
154. http://www.wise-uranium.org/umopru.html#KHIAGDA - * Russia plans a significant increase in uranium production and exploration at Krasnokamensk and other deposits. * Development activities include construction, exploration, implementation of ISL (in-situ leaching) methods, and capacity expansions. * Environmental and safety issues, such as groundwater contamination and accidents, are acknowledged. * The government and Rosatom are actively investing in infrastructure and social projects related to uranium mines. * Sector focus on uranium exploration, mine development, technological improvements, and regulatory approvals.
155. https://www1.ru/en/news/2026/03/12/381913-dobyca-urana-v-buriatii.html - ['* The company Khiagda, affiliated with Rosatom, is building infrastructure at the Namara uranium deposit in Buryatia.', '* Key facilities, pipelines, and borehole underground leaching solutions are being developed at the site.', '* Infrastructure including roads, power lines, a cell tower, and internet facilities are being installed.', '* Addition of project aims to increase uranium production and supply for the domestic nuclear industry.']
156. http://www.wise-uranium.org/umopru.html#KHIAGDA - * Russia plans to develop several uranium deposits through in-situ leaching, including sites in Buryatia, such as Khiagda and Vitimsky. * Construction of infrastructure and exploration activities for new deposits are underway, with projects obtaining licenses and approvals. * Production capacity at Krasnokamensk is being increased with new processing facilities and strategic investments. * Environmental contamination and groundwater pollution issues identified near Krasnokamensk uranium mine. * Russia's uranium production is expanding, with plans to nearly double output in the coming years. * Rosatom affiliates are involved in exploration, mine construction, and environmental assessments. * The development includes environmental impact assessments, community engagement, and technological upgrades.
157. https://www.energetica-india.net/news/shanti-bill-2025-supports-nuclear-expansion-further-policy-support-needed-infomerics-ratings - * Infomerics Ratings states that SHANTI Bill 2025 enhances India's nuclear power policy framework, but additional support is needed for capacity growth. * The bill addresses liability provisions and sector participation constraints to facilitate private sector involvement. * India's nuclear capacity grew from 5.8 GW in 2015 to 8.8 GW in 2025, with a projected 22 GW by FY2032. * Capacity expansion faces challenges such as high costs, tariff competition, and uranium import dependence. * Policy reforms alone are insufficient; fuel security, technology readiness, and infrastructure development are crucial for large-scale growth.
158. https://www.ilgiornale.it/news/politica-economica/petrolio-ecco-quante-sono-scorte-e-quanto-tempo-pu-resistere-2637296.html - * The International Energy Agency (IEA) released 400 million barrels from emergency reserves to address global oil market tensions, marking the largest in its history. * European oil reserves total approximately 10.6 billion barrels, with Norway holding around 6.9 billion barrels. * Italy's proven oil reserves are about 578 million barrels, covering only roughly one year of internal consumption. * Italy is planning to reintroduce nuclear energy through new legislation aiming for commercial reactors by 2030. * The strategy aims to diversify energy sources, reduce imports, and meet decarbonisation targets.
159. https://nuclear-news.net/2026/03/12/4-a-bill-gates-terrapower-finally-has-a-permit-for-a-nuclear-reactor-but-no-reliable-way-to-fuel-it/ - * TerraPower, founded by Bill Gates, obtained a federal permit in March 2026 to build a nuclear reactor in Kemmerer, Wyoming, scheduled to operate in 2031.
160. https://www.elnacional.com/2026/03/finalmente-la-union-europea-admite-equivocacion-con-relacion-a-la-energia-nuclear/ - * The European Commission's Ursula von der Leyen acknowledged that Europe made a strategic mistake by moving away from nuclear energy. * The EU will mobilise 200 million euros to support private investment in innovative nuclear technologies. * The focus is on small modular reactors (SMR) to be operational by early 2030s. * The article highlights the importance of nuclear energy in Europe's energy independence, decarbonisation, and transition. * In 2024, nuclear energy contributed 23.3% of EU electricity, with a 4.8% increase compared to 2023.
161. https://www.foxnews.com/opinion/sen-cynthia-lummis-dont-hand-china-nuclear-future-build-here-home - * Wyoming has a significant uranium resource and a history of uranium production. * Recent NRC approval for TerraPower’s sodium-cooled nuclear reactor in Kemmerer, Wyoming. * Emphasises the importance of building the US nuclear supply chain, reducing dependence on foreign resources. * Highlights the competition with China and Russia in nuclear technology and reactor construction. * Asserts Wyoming’s leadership role in the US energy sector, particularly nuclear power. * Believes nuclear energy will be crucial for future US energy needs.
162. https://www.ans.org/news/2026-03-11/article-7835/return-of-the-hb-line-at-srs/ - * Engineers from HD Hyundai and ABS will examine how small modular reactors can support large container ships' energy demands. * The project aims to eliminate fossil-fuel engines in container ships through SMRs. * Designs include twin-screw propeller configuration and direct-drive propulsion systems. * The project focuses on safety during extreme conditions and compliance with international maritime and nuclear regulations. * The initiative responds to increasing demand for eco-friendly ships and nuclear energy in maritime transport. * Builds on ABS's previous studies on nuclear energy applications for maritime shipping.
163. https://www.elnacional.com/2026/03/finalmente-la-union-europea-admite-equivocacion-con-relacion-a-la-energia-nuclear/ - * Ursula von der Leyen, President of the European Commission, acknowledged Europe's strategic error in moving away from nuclear energy. * The EU will allocate 200 million euros to support private investment in innovative nuclear technologies. * Focus on small modular reactors (SMRs) to be operational by the early 2030s. * Emphasises nuclear's role in energy independence, decarbonisation, and transitioning from fossil fuels. * In 2024, nuclear accounted for 23.3% of EU electricity, with a 4.8% increase from 2023.
164. https://www.eclaireur.eu/p/relance-du-nucleaire-une-course-perdue - * January and March 2026: German Chancellor Friedrich Merz and EU President Ursula von der Leyen admit that reducing nuclear's role was a strategic mistake. * Ursula von der Leyen announces a new European plan to adopt Small Modular Reactors (SMR) for flexible, cost-effective nuclear energy. * The shift builds on Germany's previous decision to phase out nuclear power, initiated under Angela Merkel. * The European strategy indicates a renewed interest in nuclear as part of energy transition and diversification.
165. https://wattsupwiththat.com/2026/03/11/the-nuclear-regulatory-commissions-defining-moment/ - * The NRC is undertaking major structural reforms to modernise nuclear safety regulation in the US. * The agency emphasises enabling alongside safety, with a focus on risks and future needs. * NRC has issued new rulemakings, approved advanced nuclear reactors, and launched fusion regulation. * The agency aims to improve leadership, operational excellence, and continuous performance. * The article highlights NRC's role in ensuring safe nuclear energy for energy security and future generations.
166. https://www.elnacional.com/2026/03/finalmente-la-union-europea-admite-equivocacion-con-relacion-a-la-energia-nuclear/ - * The President of the European Commission, Ursula von der Leyen, acknowledged that Europe made a "strategic error" by distancing itself from nuclear energy. * The EU will allocate 200 million euros to support private investment in innovative nuclear technologies, including small modular reactors (SMR), aiming for deployment by the early 2030s. * Europe faces energy dependence issues, particularly on Russia, due to policies against oil, gas, and nuclear energy. * Nuclear power contributed 23.3% of EU electricity in 2024, with a 4.8% increase from 2023, marking two consecutive years of growth. * France leads in nuclear capacity with around 61 GW in 2026, and Europe needs to expand nuclear capacity by approximately 22 GW annually to meet climate goals. * The article emphasizes the role of nuclear in Europe’s energy transition, independence, and decarbonisation efforts.
167. https://www.marketbeat.com/instant-alerts/skyharbour-resources-cvesyh-trading-21-higher-heres-what-happened-2026-03-11/ - * Skyharbour Resources Ltd. was up 2.1% during trading on Wednesday.* The company traded as high as C$0.50 and last traded at C$0.49.* Fundamental Research set a C$1.16 price target and gave a 'buy' rating on Wednesday, February 18th.* The company's market cap is C$100.82 million.* Skyharbour Resources engages in uranium exploration and holds interests in several uranium projects in Saskatchewan, Canada.
168. https://macdonaldlaurier.ca/canadas-first-mover-advantage-in-smrs-faces-growing-geopolitical-risks-jeff-kucharski-for-inside-policy/ - * Canada's first domestic SMR project is scheduled for completion by 2029 at Ontario Power Generation’s Darlington site. * The country aims to be a global leader in SMRs, with policy and investment support, primarily targeting the Indo-Pacific market. * Challenges include lack of export licences for foreign designs, competition from other countries' turnkey projects, and dependence on US reactor designs. * Political and security risks from the US threaten Canada’s nuclear fuel supply chain, with Russia dominating enrichment services. * Canada is exploring diversification in reactor designs, including partnerships with South Korea and India, to mitigate emerging geopolitical and technology risks.
169. https://skillings.net/uranium-super-cycle-what-it-is-why-it-matters-2026-outlook/ - * The article discusses a supply crunch in uranium, with a projected deficit of 2 billion pounds over two decades, leading to increased prices and a crisis in 2026. * It highlights geopolitical instability, especially the Kazakhstan exodus and Russian influence, affecting uranium supply chains. * The surge in AI demand is intensifying competition for uranium, with utility companies and tech giants vying for limited resources. * Uranium prices have recently spiked above $100/lb, with forecasts reaching $120–$145/lb in 2026. * Stockpiles are depleting due to sanctions and decoupling post-Ukraine conflict, pushing the market towards critical shortages, imminent M&A activity, government intervention, and expansion of SMRs.
170. https://www.sweetwaternow.com/signing-day-for-terrapower-permit-marked-as-historic-day-for-nuclear-energy/?utm_source=rss&utm_medium=rss&utm_campaign=signing-day-for-terrapower-permit-marked-as-historic-day-for-nuclear-energy - * The Nuclear Regulatory Commission signed a construction permit for TerraPower’s Natrium reactor in Kemmerer, marking a historic milestone for nuclear energy in the US. * The signing ceremony took place in Washington D.C., with officials highlighting it as a significant step for US nuclear power development. * The Natrium reactor will be the first of its kind in the US, with construction expected to begin in the coming weeks. * Representatives from the Department of Energy and TerraPower emphasised the importance of nuclear innovation and government support. * The project aims to contribute to national goals of expanding nuclear energy capacity, with the reactor representing a milestone in TerraPower's 18-year development history.
171. https://lequotidien.lu/monde/la-sortie-du-nucleaire-en-europe-une-erreur-strategique/ - * The European Commission, led by Ursula von der Leyen, adopts a more supportive stance towards nuclear energy during a Paris summit. * The focus is on developing small modular reactors (SMR) to compete with China and the US, aiming for operational reactors by the early 2030s. * A €200 million guarantee has been announced to support innovative nuclear projects, funded by the EU carbon trading system. * Despite support for nuclear, Europe mainly advances renewables like wind and solar, which dominate the energy mix. * France promotes more nuclear development; Germany has fully exited nuclear energy in 2023, while other countries hold diverse views.
172. https://www.elespanol.com/omicrono/tecnologia/20260311/mini-reactores-nucleares-ursula-von-der-leyen-quiere-impulsar-europa-eficientes-seguros/1003744163721_0.html - * Ursula von der Leyen, presidenta de la Comisión Europea, anunció una estrategia para impulsar los pequeños reactores nucleares modulares (SMR) en Europa, con intención de operarlos a partir de 2030. * La UE movilizará 200 millones de euros para apoyar la inversión privada en tecnologías nucleares innovadoras. * Proyectos europeos destacados incluyen Rolls-Royce en Reino Unido, Nuward de EDF en Francia y Newcleo, startup ítalo-francesa. * Los SMR tienen capacidad de hasta 300 MW por unidad, ocupan menos espacio, se fabrican en serie y se instalan rápidamente. * Son considerados más seguros y eficientes, con sistemas de seguridad pasivos y capacidad de reducir dependencia energética en zonas aisladas. * La estrategia busca reducir la fragmentación normativa, crear una industria europea del combustible nuclear y convertir a Europa en líder en energía nuclear de nueva generación.
173. https://www.burgasnews.com/2026/03/11/%D0%B5%D1%81-%D0%BE%D1%82%D1%87%D0%B8%D1%82%D0%B0-%D0%B1%D1%8F%D0%B3%D1%81%D1%82%D0%B2%D0%BE%D1%82%D0%BE-%D0%BE%D1%82-%D1%8F%D0%B4%D1%80%D0%B5%D0%BD%D0%B0%D1%82%D0%B0-%D0%B5%D0%BD%D0%B5%D1%80%D0%B3/ - * European Commission President Ursula von der Leyen describes reducing nuclear energy in the EU as a strategic mistake. * She states that the EU aimed for a third of electricity from nuclear in 1990, now close to 15%. * The EU plans to promote small modular reactors to reduce dependence on fossil fuel imports. * The commission allocates €200 million from the EU Emissions Trading System to support nuclear technology development. * She highlights global resurgence of nuclear energy and aims for operational small reactors by early 2030s. * The energy price surge from Middle Eastern conflict underscores Europe's vulnerability as an importer of fossil fuels, stressing renewable and nuclear energy growth.
174. https://www.livemint.com/news/india/india-nuclear-energy-mission-rs-20000-crore-outlay-barc-smr-rectors-funding-100-gw-capacity-approvals-march-2026-updates-11773238247610.html - * The Indian government announced a ₹20,000 crore outlay for research, development, and deployment of small modular reactors (SMRs) as part of its Nuclear Energy Mission. * The Department of Atomic Energy's Bhabha Atomic Research Centre (BARC) is developing several SMRs, including BSMR-200, SMR-55, and HTGCR. * Progress includes approval for projects, siting consent, and indigenous development of reactor technology and components. * India plans to reach 100 GW nuclear capacity by 2047, with significant increases projected by 2031-32 and beyond. * The country has imported substantial uranium and is in discussions with US partners for further projects.
175. https://www.nzz.ch/international/als-deutsche-ministerin-befuerwortete-ursula-von-der-leyen-den-atomausstieg-jetzt-fordert-sie-eine-europaweite-renaissance-der-kernkraft-ld.1928785 - * Ursula von der Leyen bezeichnete den Atomausstieg in Europa als strategischen Fehler bei einer Konferenz in Paris am 11.03.2026. * Sie kritisierte die Abschaltung der letzten deutschen Atomkraftwerke im April 2023, die ursprünglich nach Fukushima beschlossen wurde. * Europäische Firmen beklagen hohe Energiepreise und wünschen sich die Rückkehr der Atomenergie. * Die EU-Kommission sieht Atomkraft für einige Mitgliedsstaaten als wichtig für die Energiewende und Industrie. * Historisch haben sich die Ansichten von von der Leyen zur Atomkraft im Laufe ihrer Karriere verändert.
176. https://www.derstandard.at/story/3000000312005/wer-jetzt-noch-auf-atomkraft-setzt-laedt-zum-tanz-auf-den-vulkan?ref=rss - * Ursula von der Leyen fordert Europas Rückkehr zur Kernenergie bei einem Gipfel in einem Pariser Vorort.* * Ihr Kommentar erfolgte einen Tag nach dem 15. Jahrestag des Fukushima-Reaktorunfalls.* * Die EU ist bereits diversifiziert in Kernenergie, mit Frankreich als bedeutendem Akteur.* * Die EU hat die Kernenergie 2022 als nachhaltig eingestuft und fördert Investitionen.* * Kritik an den hohen Kosten, Sicherheitsrisiken und ungelösten Entsorgungsproblemen bei Kernkraft.*
177. https://wattsupwiththat.com/2026/03/11/the-nuclear-regulatory-commissions-defining-moment/ - * The NRC is undergoing structural changes to better license and oversee nuclear facilities in the U.S. * The agency is prioritising safety while enabling technological advancement. * Recent milestones include issuing permits for advanced nuclear reactors and approving a reactor restart pathway. * The NRC is focusing on safety, efficiency, leadership, and continuous improvement. * The article highlights the NRC's role in shaping nuclear regulation for the future of energy in the U.S.
178. https://www.nzz.ch/international/als-deutsche-ministerin-befuerwortete-ursula-von-der-leyen-den-atomausstieg-jetzt-fordert-sie-eine-europaweite-renaissance-der-kernkraft-ld.1928785 - ['* EU-Kommissions-Präsidentin Ursula von der Leyen bezeichnet den Atomausstieg in Deutschland als Fehler und spricht sich für eine Renaissance der Kernkraft in Europa aus.', '* Sie betont, dass der Atomausstieg ein strategischer Fehler war, insbesondere im Hinblick auf hohe Energiepreise und die Industrie in Europa.', '* Der Atomausstieg in Deutschland wurde im April 2023 vollzogen, nachdem die letzten drei AKWs abgeschaltet wurden.', '* Mehrere europäische Länder wie Frankreich, Tschechien, Slowakei, Ungarn und Polen planen oder setzen bereits auf den Ausbau der Atomkraft.', '* Investitionen in neue Reaktoren sind aufgrund hoher Kosten und langer Bauzeiten für private Investoren riskant.']
179. https://www.databricks.com/blog/how-ontologies-help-nuclear-scale-meet-global-energy-demand - • The article discusses nuclear reactors as complex systems dependent on explicit relationship management. • It describes recent US legislative and executive actions supporting nuclear energy expansion from 2024, including licensing reforms and deployment incentives. • It highlights workforce challenges with retiring experts and the need for accessible, updated empirical data. • It presents ontologies as solutions to manage plant relationships, data, and constraints more effectively. • Regulatory considerations and data sharing under export controls are addressed, demonstrating ontology benefits for design, licensing, and operational workflows.
180. https://www.derstandard.at/story/3000000312005/wer-jetzt-noch-auf-atomkraft-setzt-laedt-zum-tanz-auf-den-vulkan?ref=rss - * EU-Kommissionspräsidentin Ursula von der Leyen fordert eine Rückkehr zur Kernenergie in Europa. * Ihre Aussage fällt am Tag des 15. Jahrestages des Fukushima-Reaktorunfalls. * Es wird betont, dass Europa Kernkraft nie vollständig verlassen hat; Frankreich und andere Länder setzen stark auf diese Technologie. * Die EU-Kernenergie wurde 2022 als «nachhaltig» eingestuft, was Investments begünstigt. * Der Ausbau der Kernenergie ist aufgrund hoher Kosten, Sicherheitsrisiken und Umweltherausforderungen umstritten.
181. https://ilmanifesto.it/fukushima-15-anni-fa-il-giappone-piange-e-riaccende-le-centrali - * The 15th anniversary of the Fukushima disaster was commemorated with a national moment of silence in Japan. * The government plans to accelerate the process of nuclear revitalisation, reversing post-2011 decommissioning of reactors. * Investment exceeding 200 billion USD was made to improve coastal defences against tsunamis. * Despite opposition, Japan is restarting nuclear reactors, including the Kashiwazaki-Kariwa, to reduce reliance on fossil fuels. * The broader context includes strategic pressures from the Ukraine conflict and energy security concerns.
182. https://fd.nl/politiek/1588747/nederland-naar-de-top-met-innovatie-kernenergie-beloven-deskundigen - * Nederland maakt voorbereidingen voor de bouw van twee nieuwe grote kerncentrales. * Hoogleraren en bedrijven werken aan nieuwe nucleaire technieken, met hoop dat Nederland voorop kan lopen. * Nederland wil zich richten op kleine kerncentrales (SMR's) en generaties IV-reactoren, inclusief werk met plutonium. * Investeringen van honderden miljoenen zijn nodig, via overheidsvehikel Invest-NL. * Demonstratieprojecten worden gepland voor 2028 en 2030, met bouw vanaf 2032. * Groenpeace kritiseert de claims en waarschuwt dat kernenergie afleidt van verduurzaming.
183. https://www.livemint.com/news/india/india-nuclear-energy-mission-rs-20000-crore-outlay-barc-smr-rectors-funding-100-gw-capacity-approvals-march-2026-updates-11773238247610.html - * The Indian government allocates ₹20,000 crore for nuclear research and small modular reactors (SMRs) in Budget 2026. * BARC, in collaboration with NPCIL, is developing SMRs including BSMR-200, SMR-55, and HTGCR. * Regulatory approvals for these reactors have been received or are in progress. * Indigenous technologies and materials are being developed for reactor components. * India aims to reach 100 GW nuclear capacity by 2047 through domestic and international projects. * The country’s nuclear power generation has significantly increased over the years, reaching 39,180 million units in 2024-25.
184. https://www.lemonde.fr/planete/article/2026/03/11/surete-nucleaire-quinze-ans-apres-fukushima-quarante-ans-apres-tchernobyl-qu-a-t-on-appris-de-ces-accidents_6670547_3244.html - * The article discusses the 2011 Fukushima nuclear accident in Japan caused by an earthquake and tsunami. * It mentions the 40th anniversary of the Chernobyl disaster in Ukraine. * Both accidents are classified as level 7 on the INES scale. * The article highlights international mobilisation and interest in nuclear energy following the accidents. * France's energy strategy includes building new reactors and extending existing ones amidst renewed interest in nuclear power.
185. https://carboncredits.com/india-canada-usher-in-a-new-era-of-partnership-as-cameco-signs-2-6b-uranium-deal/ - * Cameco signs a long-term uranium supply agreement with India valued at $2.6 billion, delivering nearly 22 million pounds over nine years starting in 2027. * The deal enhances energy ties between Canada and India amidst global nuclear growth momentum. * India aims to expand its nuclear capacity to 100 GW by 2047; the agreement supports India’s nuclear energy ambitions. * Canada’s uranium industry grows with approval of its first large-scale mine in over 20 years, supporting global demand. * The agreement aligns with strategic and economic cooperation including critical minerals, renewable energy, and nuclear technology.
186. https://www.mining.com/myriad-uranium-doubles-size-of-wyoming-project/ - * Myriad Uranium expands its Copper Mountain project in Wyoming from 9,439 acres to 18,351 acres after geophysical survey results indicated potential in untested grounds. * The company staked additional claims based on new geophysical data and historical geological studies. * The project now covers more of the assessment and control areas, controlling approximately 62% and 80% respectively. * The district was previously explored by Union Pacific, with plans dropped in the 1980s due to uranium price declines. * Myriad's CEO expresses confidence in the project's size and potential, considering it one of the largest uranium projects in the US.
187. https://lequotidien.lu/monde/la-sortie-du-nucleaire-en-europe-une-erreur-strategique/ - * The European Commission, under Ursula von der Leyen, emphasises support for nuclear innovation, particularly small modular reactors (SMRs), aiming for operational units by the early 2030s. * The focus is on fostering technological development, establishing standards, and avoiding market fragmentation, with projects in Finland, France, Italy, the Netherlands, and Romania. * A €200 million guarantee has been announced to support investment in nuclear innovation, funded from the EU Emissions Trading System. * The debate over nuclear energy remains intense across Europe, with countries like Germany, Austria, and Spain holding differing positions. * Despite nuclear efforts, renewable energies such as wind and solar continue to dominate Europe's energy mix.
188. https://www.elespanol.com/omicrono/tecnologia/20260311/mini-reactores-nucleares-ursula-von-der-leyen-quiere-impulsar-europa-eficientes-seguros/1003744163721_0.html - * Ursula von der Leyen aprueba una estrategia para promover los SMR en Europa, con objetivo de operarlos a comienzos de 2030. * La Comisión Europea movilizará 200 millones de euros para apoyar inversiones en tecnologías nucleares innovadoras. * Proyectos destacados incluyen Rolls-Royce en Reino Unido, Nuward en Francia, y Newcleo (Italia-Francia). * Los SMR son reactores con capacidad de hasta 300 MW, que generan energía mediante fisión nuclear y pueden instalarse en espacios reducidos. * Estos reactores son más eficientes, seguros y de construcción modular, con sistemas de seguridad pasivos. * La estrategia busca reducir la dependencia energética de Europa y potenciar la exportación de tecnología nuclear. * La integración de energía nuclear con renovables se considera clave para el futuro energético del continente.
189. https://www.focus.de/earth/mega-frachter-mit-mini-akw-soll-jahrelang-ohne-tankstopp-fahren_f4f72bc5-5d62-41e2-b85c-1db7ef758636.html - * South Korean company HD Hyundai developing an atomic-powered container ship that could transport around 15,000 containers. * The ship would use a Small Modular Reactor (SMR) providing approximately 100 megawatts of power. * The design reduces space needed for fuel and exhaust systems, increasing capacity for cargo. * The concept aims to improve energy efficiency with innovative propulsion and safety features. * Target for commercial realisation is around 2030, with testing in South Korea and collaboration with international partners.
190. https://www.esgtoday.com/eus-von-der-leyen-says-turning-away-from-nuclear-energy-was-a-strategic-mistake/ - * Ursula von der Leyen announced a new European strategy to promote advanced nuclear technology, criticising the EU's previous move away from nuclear power as a 'strategic mistake'. * She highlighted the decline in nuclear's share of European electricity from 30% in the 1990s to 15% today. * The strategy includes launching the European Small Modular Reactors (SMR) initiative with operation targeted for the early 2030s. * Measures include regulatory sandboxes, cross-border rule alignment, and a €200 million guarantee mechanism to support private investment in nuclear innovations. * The speech was delivered at the Nuclear Energy Summit in Paris.
191. https://www.etftrends.com/nuclear-energy-content-hub/nukz-constituents-secure-key-terrapower-contracts/ - * The U.S. Nuclear Regulatory Commission issued a construction permit to TerraPower for its Natrium advanced reactor in Wyoming, marking a regulatory milestone. * The Natrium reactor is a 345 MW sodium-cooled fast reactor with molten salt energy storage, capable of boosting output to 500 MW. * The project involves key companies such as GE Vernova, Curtiss-Wright, BWX Technologies, Centrus Energy, ASP Isotopes, and Mirion Technologies. * The acceptance of the reactor signals a shift towards advanced reactor deployment and nuclear technology commercialisation. * The nuclear sector underpins the performance of the NUKZ index, which rose 9.9% year-to-date, outperforming the S&P 500.
192. https://www.datacenterdynamics.com/es/noticias/von-der-leyen-corrige-el-rumbo-nuclear-de-europa-con-200-m-para-smr/ - * The European Commission updates its nuclear energy policy, allocating €200 million for small modular reactors (SMRs). * Ursula von der Leyen announced the funds, aiming for operational SMRs in Europe by 2030. * The funds come from the EU Emissions Trading System (ETS) to reduce investment risks and streamline regulations. * SMRs, with up to 300 MW capacity, are designed to supply data centres and support digital infrastructure, providing reliable, emission-free power. * NuScale and other designs showcase efficiencies over 80%, attracting global investments exceeding US$10 billion. * Spain could benefit from nuclear projects due to a data centre boom, while Latin American countries such as Mexico, Chile, and Colombia explore nuclear energy for AI and cloud computing.
193. https://balkangreenenergynews.com/von-der-leyen-eu-wants-to-be-part-of-global-nuclear-revival/ - * Ursula von der Leyen announced EU's strategy to accelerate deployment of small modular reactors (SMRs) by early 2030s. * The EU changed state aid rules to support nuclear fission and fuels, and launched an industrial alliance for SMRs. * Greece, Romania, and Serbia are exploring or planning to expand nuclear energy, including SMRs. * The European Commission may support initial commercial units with EUR 200 million guarantees until 2028. * The strategy aims to restore nuclear's share in Europe’s electricity generation and enhance energy security.
194. https://www.power-technology.com/news/us-doe-unveils-nuclear-energy-launch-pad/ - * The US Department of Energy (DoE) and National Reactor Innovation Center (NRIC) establish the Nuclear Energy Launch Pad to promote rapid development of advanced nuclear technologies. * The initiative builds on existing pilot programmes, aiming to achieve criticality in at least three reactors by July 2026. * Launch Pad includes two pathways: INL in Idaho and US-wide projects, offering infrastructure, expertise, and regulatory support. * INL site covers over 2,000 acres, facilitating private nuclear technology development. * NRIC to review applications annually, with no direct funding from DoE but resource support provided.
195. https://www.innovationnewsnetwork.com/eu-strategy-to-rapidly-deploy-small-and-advanced-modular-reactors/67559/?utm_source=rss&utm_medium=rss&utm_campaign=eu-strategy-to-rapidly-deploy-small-and-advanced-modular-reactors - * The European Commission announced plans to develop and deploy small modular reactors (SMRs) and advanced modular reactors (AMRs) by the early 2030s.* The strategy aims to support climate targets, energy security, and industrial growth across the EU.* It promotes coordinated industrial cooperation, research, and regulation to facilitate nuclear innovation.* Estimated capacity contribution by 2050 is between 17 GW and 53 GW, subject to project progress.* The EU will invest approximately €241 billion in its nuclear sector by 2050 to support modernisation and new builds.
196. https://www.innovationnewsnetwork.com/eu-strategy-to-rapidly-deploy-small-and-advanced-modular-reactors/67559/?utm_source=rss&utm_medium=rss&utm_campaign=eu-strategy-to-rapidly-deploy-small-and-advanced-modular-reactors - * The EU has announced plans to deploy SMRs and AMRs by the early 2030s to support climate targets, energy security, and industrial growth. * The strategy is published alongside the Nuclear Illustrative Programme (PINC), emphasising the role of modular reactors in Europe’s energy transition. * The plan highlights industrial cooperation, regulatory coordination, and skills development to achieve deployment goals. * Estimated capacity contribution by 2050 ranges from 17 GW to 53 GW, subject to project progress. * About €241 billion is projected to be required by 2050 to support nuclear energy expansion and innovation.
197. https://www.gazetaprawna.pl/biznes/energetyka/artykuly/11204344,kryzys-energetyczny-w-ue-von-der-leyen-o-cenach-energii.html - * Ursula von der Leyen addressed the European Parliament in Strasbourg about the global energy commodity market crisis and Europe's reliance on renewable energy and nuclear power. * She emphasised the importance of maintaining long-term energy strategies, despite pressures to revert to Russian fossil fuels. * Von der Leyen outlined measures to reduce citizens' energy bills, including addressing all four components of energy prices. * She discussed the current energy market model, potential adjustments to gas price influences, and the role of network fees. * The EU Emissions Trading System (ETS) was highlighted as a crucial tool for climate policy, requiring modernisation.
198. https://www.dailymail.co.uk/news/article-15635129/Europes-dash-scrap-nuclear-power-plants-green-obsession-mistake-EU-chief-admits-continent-faces-soaring-energy-bills.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - • Ursula von der Leyen admitted Europe's decision to phase out nuclear power was a strategic error. • She highlighted Europe's reliance on fossil fuel imports and soaring energy prices. • The EU plans to support private investments in nuclear technology with a 200-million-euro guarantee. • Countries like Denmark and the Netherlands are softening their stance on nuclear power. • France advocates for nuclear energy to enhance energy sovereignty and reduce dependence on Russian uranium.
199. https://steelnews.biz/phasing-out-nuclear-power-was-a-strategic-mistake/ - * European Commission President Ursula von der Leyen describes Europe's move away from nuclear power as a 'strategic mistake' during her speech at the Nuclear Energy Summit, 10 March 2026. * The article reports on the stability of base metals despite geopolitical challenges and highlights recent price increases in aluminium, nickel, tin, and zinc. * It discusses the economic impact of policy errors, including increased insolvencies in the EU, and questions the timeline for nuclear power plant permits in 2026. * The article critiques European energy policies and calls for a reassessment of nuclear energy’s role in Europe's future.
200. https://www.ekathimerini.com/politics/foreign-policy/1297662/pm-signals-shift-toward-nuclear/ - * Prime Minister Kyriakos Mitsotakis outlined Greece's consideration of small modular reactors for electricity generation, signalling a policy change. * He announced the formation of a high-level committee to assess nuclear energy's role in Greece. * The summit on nuclear energy was held in Paris with 41 countries and international organisations present. * Mitsotakis highlighted nuclear power as a reliable baseload energy source, complementing renewables. * The article discusses global trends, technological advancements, and investments in small modular reactors, with potential expansions by 2050.
201. https://www.esgtoday.com/eus-von-der-leyen-says-turning-away-from-nuclear-energy-was-a-strategic-mistake/ - * Ursula von der Leyen called Europe’s move away from nuclear power a “strategic mistake” in a speech at the Nuclear Energy Summit in Paris. * She highlighted the decline in nuclear’s contribution to EU electricity from a third in the 1990s to around 15% today. * The EU plans to develop Small Modular Reactors (SMRs) with operational goals by the early 2030s. * Measures include creating regulatory sandboxes, aligning rules across member states, and establishing a €200 million guarantee mechanism to support nuclear innovation. * Von der Leyen advocates for a combination of nuclear and renewable energy sources for low-carbon, affordable energy in Europe.
202. https://www.prnewswire.com/news-releases/fermi-america-chief-nuclear-construction-officer-mesut-uzman-addresses-nrc-regulatory-information-conference-2026-showcasing-project-matadors-position-as-americas-most-advanced-nuclear-build-302710904.html - * Fermi America announced Project Matador's advancement, including acceptance of its combined licence application by the NRC in 2026. * The company secures property lease from Texas Tech University System for nuclear development. * Partnerships with Hyundai E&C, Doosan Enerbility, and Westinghouse are emphasised. * Construction of 4.4 GW of nuclear power is proposed to begin, aligned with US government orders. * The project aims to provide reliable, clean power through a mix of nuclear, natural gas, solar, and battery storage.
203. https://curierulnational.ro/contributia-romaniei-la-summitul-pentru-energie-nucleara-de-la-paris-garantii-in-valoare-de-200-de-milioane-de-euro-pentru-a-ajuta-la-accelerarea-primelor-proiecte-smr-in-europa/ - * Romania highlights its strategic role in nuclear energy, with plans to nearly triple nuclear capacity over the next decade, including ongoing projects at Cernavodă and SMR development. * The Paris Summit for Nuclear Energy was attended by high-level officials and focused on energy security, sustainability, and nuclear technology. * EU will provide guarantees worth 200 million euros to support Small Modular Reactor (SMR) projects and develop the European nuclear supply chain. * Romania's representatives discussed future energy security strategies, with emphasis on nuclear power as a reliable and low-emission source. * French President Macron underlined nuclear energy as vital for decarbonisation and energy independence amidst global instability.
204. https://balkangreenenergynews.com/von-der-leyen-eu-wants-to-be-part-of-global-nuclear-revival/ - * European Commission President Ursula von der Leyen announced EU's strategy to accelerate small modular reactor deployment by early 2030s at the Nuclear Energy Summit in Paris. * The EU has drafted a strategy to support nuclear energy, including expanding support for nuclear fission and fuels, and investing over EUR 5 billion in fusion research. * Greece, Romania, and Serbia are considering or planning to expand or develop nuclear capacity, with Romania aiming to almost triple its nuclear capacity and Serbia targeting a nuclear plant online around 2040. * The EU changed state aid rules last year to support nuclear energy, and there is an emphasis on combining nuclear with renewables for energy security.
205. https://www.power-technology.com/news/us-doe-unveils-nuclear-energy-launch-pad/ - * The US Department of Energy (DoE) and the National Reactor Innovation Center (NRIC) established the Nuclear Energy Launch Pad to promote rapid development of advanced nuclear technologies. * The initiative builds on existing DoE pilot programmes, aiming for criticality in at least three reactors by July 2026. * Launch Pad INL covers over 2,000 acres, offering land, infrastructure, and expertise for nuclear technology developers. * Launch Pad USA will enable operation authorisation of reactors outside INL, offering flexible access and regional advantages. * Application process for the Launch Pad is expected to start within a few months with no DoE funding to participants.
206. https://www.innovationnewsnetwork.com/eu-strategy-to-rapidly-deploy-small-and-advanced-modular-reactors/67559/?utm_source=rss&utm_medium=rss&utm_campaign=eu-strategy-to-rapidly-deploy-small-and-advanced-modular-reactors - * The European Commission introduces a strategy to develop and deploy small and advanced modular reactors (SMRs and AMRs) by early 2030s. * The plan aims to support climate targets, energy security, and industrial growth within the EU. * Estimated capacity contribution of 17GW to 53GW by 2050, depending on project deployment speed. * The strategy includes industrial cooperation, regulatory collaboration, and skills development. * Around €241 billion investment needed across the nuclear sector by 2050.
207. https://www.derstandard.at/story/3000000311972/kommt-die-atomkraft-15-jahre-nach-der-katastrophe-von-fukushima-zurueck?ref=rss - * EU debates revival of nuclear energy and mini-atomic reactors (SMRs), amid reflections on Fukushima disaster 15 years ago. * Fukushima nuclear accident caused by earthquake and tsunami, leading to nuclear meltdowns and widespread evacuations. * Experts assess that modernised safety measures reduce risk of similar events, but uncertainties remain. * European Commission President Ursula von der Leyen advocates for increased nuclear energy to address declining contribution and promote sustainable investments. * Concerns about dependency on uranium from Russia and Kazakhstan, with potential supply from Canada and Australia. * China and India are leading in SMR development; several European countries planning construction, but no approvals yet. * SMRs may offer quicker deployment and safety benefits, but face high costs, long approval times, and larger-than-expected waste production. * Price competitiveness of nuclear compared to wind and solar is challenged by high investment costs and long lead times. * Experts suggest nuclear is a transitional technology, with long-term focus on renewable energy and fusion research.
208. https://www.esgtoday.com/eus-von-der-leyen-says-turning-away-from-nuclear-energy-was-a-strategic-mistake/ - * European Commission President Ursula von der Leyen advocates for boosting advanced nuclear technology in the EU. * Describes Europe's move away from nuclear power as a “strategic mistake” that increased reliance on fossil fuel imports. * Calls for a strategic focus on nuclear and renewable energy sources. * Announced the European Strategy for Small Modular Reactors (SMRs) aimed at deployment by the early 2030s. * Strategy includes regulatory sandboxes, cross-border rule alignment, and a €200 million guarantee mechanism funded through the EU’s Emissions Trading System.
209. https://curierulnational.ro/contributia-romaniei-la-summitul-pentru-energie-nucleara-de-la-paris-garantii-in-valoare-de-200-de-milioane-de-euro-pentru-a-ajuta-la-accelerarea-primelor-proiecte-smr-in-europa/ - * Romania highlights its nuclear sector performance and plans to almost triple nuclear capacity over the next decade. * The Paris Energy Summit saw commitments from the EU for €200 million guarantees to accelerate small modular reactor (SMR) projects in Europe. * European Commission President Ursula von der Leyen announced the support, emphasising nuclear energy's role in decarbonisation and energy security. * Romania continues projects at Cernavodă and develops Europe's first SMR in Doicești. * Leaders discussed nuclear energy's strategic importance amid geopolitical tensions and Europe's energy transition.
210. https://www.ans.org/news/2026-03-11/article-7833/nrc-members-talk-reforms-roles-at-day-1-of-ric-2026/ - * NRC Chairman Ho Nieh highlights the NRC's role in nuclear safety and regulation amidst recent reforms in the US.* * The passage of the ADVANCE Act and executive order have led to an overhaul of the NRC.* * The agency aims to deliver safety, efficiency, and timeliness, with multiple licensing and approval achievements.* * NRC leadership emphasises the importance of licences for new reactors, with a focus on long-term standards.* * Commissioners discuss evolution, staff retention issues, and the future of nuclear energy in the US.*
211. https://assamtribune.com/business/shanti-bill-seen-boosting-indias-nuclear-capacity-expansion-report-1609314 - * The SHANTI Bill, 2025, is a structural step towards strengthening India’s nuclear power ecosystem, with expected capacity increase to 22 GW by FY2032. * The bill replaces the Atomic Energy Act, 1962, and the Civil Liability for Nuclear Damage Act, 2010, creating a unified legal framework. * It permits government entities, companies, joint ventures, or other persons to build, own, operate, or decommission nuclear plants. * The report highlights nuclear as crucial for India’s energy mix due to net-zero commitments and rising electricity demand. * Growth depends on tariff competitiveness, domestic vendor ecosystem, fuel supply arrangements, and infrastructure development.
212. https://www.business-standard.com/industry/news/barc-developing-bharat-small-modular-reactors-at-rs-5960-crore-126031101238_1.html - * The Bhabha Atomic Research Centre (BARC) is developing 220 MW Bharat Small Modular Reactors (BSMR-200) and 55 MW SMRs (SMR-55). * The BSMR-200 project has received in-principle approval from the Atomic Energy Commission (AEC) and progress is shared in Parliament. * The total budget for SMRs under the Union Budget 2025–26 is ₹20,000 crore. * BARC is constructing the High Temperature Gas Cooled Reactor (HTGCR) with a cost of ₹320 crore. * Sites identified for lead units include Tarapur, Maharashtra, and Vizag, Andhra Pradesh.
213. https://ceenergynews.com/renewables/eu-three-new-energy-initiatives/ - * The European Commission announced three new energy strategies: Clean Energy Investment Strategy, Citizens Energy Package, and Strategy for Small Modular Reactors (SMRs). * The initiatives aim to support Europe’s clean energy transition and reduce energy costs. * The European Investment Bank plans to invest over 75 billion euros in clean energy over three years, with additional funding for SMRs through the Innovation Fund. * The measures are part of the Affordable Energy Action Plan to enhance competitiveness and reduce energy dependence. * The Commission will present further measures later.
214. https://www.datacenterdynamics.com/es/noticias/von-der-leyen-corrige-el-rumbo-nuclear-de-europa-con-200-m-para-smr/ - * The European Commission changes nuclear policy, investing €200 million in small modular reactors (SMR). * Ursula von der Leyen announced the funding aiming for operational SMRs in Europe by 2030. * Europe’s nuclear share has declined from 33% in 1990 to 15%, despite technological leadership in SMR. * The funds come from the EU Emissions Trading System to reduce risks, streamline regulation, and accelerate deployment. * SMRs (up to 300 MW) offer constant power without CO₂ emissions, vital for data centres and the digital infrastructure boom.
215. https://astanatimes.com/2026/03/kazakhstan-highlights-nuclear-energy-as-strategic-priority-at-paris-summit/ - * Kazakhstan reaffirmed its commitment to safe and sustainable nuclear energy at the second Nuclear Energy Summit in Paris on March 10. * Kazakhstan plans to develop its nuclear energy sector, including constructing a nuclear power plant after a 2024 referendum. * The country highlighted its contributions to global nuclear safety, including closing the Semipalatinsk test site. * Leaders such as Macron and Grossi emphasised nuclear energy’s role in global energy and low-carbon development. * Kazakhstan discussed cooperation with the IAEA on reactor technology and fusion research, including ITER participation.
216. https://assamtribune.com/business/shanti-bill-seen-boosting-indias-nuclear-capacity-expansion-report-1609314 - • The SHANTI Bill, 2025, is a structural step to strengthen India’s nuclear power ecosystem, expected to increase capacity to around 22 GW by FY2032. • The bill replaces older acts, providing a unified legal framework for nuclear development, safety, and liability. • It permits government and private entities to build, own, operate, or decommission nuclear plants, increasing private sector participation. • The bill aims to improve investor confidence by providing liability caps and restricting recourse to suppliers. • Growth depends on tariff competitiveness, domestic vendor ecosystem, fuel supply arrangements, and infrastructure development.
217. https://kalkinemedia.com/uk/news/market-updates/centrica-draws-market-attention-as-energy-security-debate-intensifies - * Energy security debate intensifies in the UK, highlighting strategic assets like gas storage and nuclear energy. * Centrica’s gas storage facility Rough is pivotal for domestic energy stability amid geopolitical tensions. * Involvement in Sizewell C nuclear project underlines Centrica’s role in low-carbon power generation. * Market interest in Centrica grows due to its operational assets, trading capabilities, and infrastructure projects. * UK energy market discussions focus on infrastructure, diversification, and resilience strategy.
218. https://www.eenews.net/articles/eu-unveils-strategy-to-accelerate-small-modular-nuclear-reactors/ - * The European Commission unveiled a strategy to accelerate deployment of small modular reactors (SMRs) across the EU. * The plan targets the first operational SMRs in the early 2030s, with capacity reaching 17 to 53 gigawatts by 2050. * SMRs are smaller, modular, transportable, and can provide electricity, industrial heat, and other energy services. * The strategy aims to reinforce Europe’s decarbonization, industrial competitiveness, and energy independence. * Energy Commissioner Dan Jørgensen highlighted the reactors' potential for fast deployment in the future.
219. https://www.theguardian.com/world/2026/mar/11/energy-independence-renewables-nuclear-says-john-kerry-war-iran-oil - * John Kerry advocates for energy independence via renewables and nuclear to enhance national security.* He highlights the impact of the Iran war and oil supply disruptions.* Emphasises the speed of China's shift to renewables since 2019.* Advocates for building new nuclear plants, including small modular reactors.* Discusses the rise of 'electrostates' and the importance of smart grids for future energy needs.
220. https://www.eenews.net/articles/eu-unveils-strategy-to-accelerate-small-modular-nuclear-reactors/ - • European Commission launches a strategy to deploy small modular reactors (SMRs) across the EU. • Targeting first operational SMRs in the early 2030s, with capacity reaching 17 to 53 GW by 2050. • SMRs designed to be smaller, modular, and transportable, with diverse applications. • Aims to support decarbonisation, industrial competitiveness, and energy independence. • No SMRs are currently operational worldwide, but potential for rapid deployment is emphasised.
221. 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.
222. 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.
223. 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.*
224. 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.
225. 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.
226. 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.
227. 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.
228. 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.
229. 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.*
230. 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.
231. 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.
232. 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.*
233. 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.
234. 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.
235. 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.
236. 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.
237. 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.
238. 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.
239. 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.
240. 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.
241. 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.
242. 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.
243. 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.
244. 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.
245. 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.
246. 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.
247. 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.
248. 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.
249. 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.
250. 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.
251. 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.
252. 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.
253. 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.
254. 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).
255. 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.
256. 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.
257. 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.
258. 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.
259. 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.
260. 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.
261. 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.']
262. 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.
263. 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.
264. 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.
265. 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.
266. 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.
267. 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.
268. 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.
269. 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.
270. 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.
271. 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.
272. 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.
273. 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.
274. 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.
275. 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.
276. 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.
277. 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.
278. 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.*
279. 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.
280. 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.
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.
295. 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.
296. 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.
297. 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.
298. 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.
299. 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.
300. 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.']
301. 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.
302. 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.
303. 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.
304. 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.
305. 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.
306. 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.
307. 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.
308. 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.
309. 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.
310. 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.']
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.
326. 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.
327. 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.
328. 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.
329. 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.
330. 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.
331. 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
332. 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.
333. 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.
334. 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.
335. 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.
336. 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.
337. 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.
338. 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.']
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.*
349. 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.
350. 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.*
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.*
358. 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.
359. 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.
360. 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.
361. 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.
362. 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.
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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.
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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.
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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).
384. 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.
385. 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.
386. 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).
387. 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.
388. 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.
389. 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.
390. 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.*
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.*
403. 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).
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.
426. 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.*
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.
440. 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.
441. 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.
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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.
472. 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.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.
483. 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.
484. 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
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.