Commodities Report: Uranium futures | 2026-04-10 00:00 UTC [VJPK] | Unstable | unstable

More on this

1. https://www.morganlewis.com/pubs/2026/04/nrc-launches-fresh-licensing-framework-for-new-reactors - * The Nuclear Regulatory Commission (NRC) published a final rule establishing a new 10 CFR Part 53 framework for licensing nuclear plants. * The rule, effective from 29 April 2026, introduces risk-informed, performance-based, and technology-inclusive licensing pathways. * It is designed to be more flexible and adaptable to advanced and non-light-water reactor technologies. * Part 53 provides multiple licensing pathways, distinct safety requirements, and permits factory loading of fuel for manufactured reactors. * The framework seeks to streamline licensing processes and accommodate innovative nuclear technologies and deployment scenarios.
2. https://indiawest.com/kalpakkam-milestone-marks-new-era-for-indias-nuclear-plan/ - * India's Prototype Fast Breeder Reactor at Kalpakkam attained criticality, a key milestone in nuclear development. * The achievement was praised by IAEA Director General Rafael Mariano Grossi. * Criticality signifies a self-sustaining nuclear chain reaction. * The reactor supports India's three-stage nuclear power strategy to enhance fuel efficiency and reduce uranium dependence. * The milestone aims to strengthen India’s global nuclear energy position and foster international collaboration.
3. https://oilprice.com/Alternative-Energy/Nuclear-Power/Indias-Nuclear-Bet-Is-Starting-To-Pay-Off.html - * India's fast breeder reactor in Tamil Nadu achieved criticality, enabling self-sustaining nuclear reactions. * The reactor is expected to generate 500 megawatts of carbon-free electricity and release in India’s energy capacity to 100 GW by 2047. * The milestone is a key step in India’s nuclear and energy security strategy, reducing uranium imports. * Indian Prime Minister Narendra Modi praised the achievement, emphasising its scientific and strategic significance. * The development aligns with India's broader goal of diversifying its energy portfolio to meet growing demand. * Experts suggest India needs a more targeted, systemic approach to its energy transition.
4. https://manchester.inklink.news/new-hampshire-answers-trump-administrations-call-for-potential-nuclear-lifecycle-campus/ - * New Hampshire submitted a statement of interest in response to a federal request for information on nuclear innovation campuses. * The state's response focuses on developing nuclear fuel cycle facilities and advanced nuclear reactors. * The response identifies Seabrook as a potential site for development and includes support letters from local and nuclear organisations. * The federal initiative is part of a broader strategy following pro-nuclear policies from the Trump administration. * The timeframe for deployment of new nuclear technologies remains uncertain, with some components still hypothetical.
5. https://www.northernminer.com/news/paladin-targets-2027-uranium-decision-on-patterson-lake-south/1003889872/ - * Paladin Energy expects to make a final investment decision on its Patterson Lake South project in Saskatchewan by the end of 2027. * The company is advancing front-end engineering, design, and permitting for the project. * The project has secured provincial environmental approval, with construction-licence process pending. * Drilling continues at Triple R and Saloon East to expand resources. * The project aims to diversify Paladin’s uranium production, with a focus on high-grade deposits in Saskatchewan. * There is a legal challenge from Métis Nation–Saskatchewan regarding environmental approval. * PLS has probable reserves of 93.7 million lb. uranium oxide at 1.41%, starting 50 metres from surface. * The project’s inaugural production is targeted for 2031, with initial 10-year mine life.
6. https://www.independent.co.uk/news/business/sizewell-c-environment-agency-government-natural-england-teesside-b2954124.html - * The UK Government announced plans to speed up planning approvals for Sizewell C nuclear project and Lighthouse Green Fuels SAF plant. * Environment Agency to act as the single regulator for these projects, streamlining approvals. * Sizewell C could supply six million homes with nuclear energy, reducing reliance on fossil fuels. * Lighthouse Green Fuels aims to become Europe's largest second-generation SAF plant, using waste-based feedstocks. * The reforms intend to accelerate energy and infrastructure projects while maintaining environmental standards.
7. https://energynews.biz/fortum-and-partners-advance-european-nuclear-fuel-strategy-for-vver-reactors/?utm_source=rss&utm_medium=rss&utm_campaign=fortum-and-partners-advance-european-nuclear-fuel-strategy-for-vver-reactors - * A consortium including Fortum, ČEZ, MVM, and Slovenské elektrárne signed an agreement with Framatome to develop European nuclear fuel for VVER reactors. * The project aims to establish a regional, European-controlled fuel supply chain, with initial deployment at the Loviisa plant in Finland. * Commercial deliveries are expected in the early 2030s after regulatory approval, with an emphasis on safety and licensing processes. * The initiative aligns with efforts to localise energy infrastructure and maintain nuclear power as a low-carbon, dispatchable energy source. * The project could enhance energy security, increase market competition, and reduce dependency on established global supply routes.
8. https://climatechangedispatch.com/new-jersey-ends-nuclear-ban-energy-costs/ - * Governor Mikie Sherrill signed legislation lifting New Jersey’s moratorium on new nuclear power plants. * The move formalises the end of restrictions in place since the 1970s, allowing nuclear development. * The legislation removes a requirement for a federally approved waste repository, updating standards based on current regulations. * The policy aims to tackle rising energy costs and improve grid reliability amid increased demand. * The shift encourages nuclear power as a low-carbon, reliable energy source to complement renewable energy efforts.
9. https://www.independent.co.uk/news/business/sizewell-c-environment-agency-government-natural-england-teesside-b2954124.html - * The UK government announced plans to accelerate planning approvals for the Sizewell C nuclear project and Lighthouse Green Fuels SAF plant. * The Environment Agency will act as a sole regulator for both projects to streamline assessments. * Sizewell C could supply six million homes with nuclear energy, reducing reliance on fossil fuel imports. * The Lighthouse Green Fuels plant aims to be Europe's largest second-generation SAF producer, using waste sources. * These measures are part of broader UK efforts to remove fossil fuels from electricity generation by 2030 and speed infrastructure development.
10. https://www.marineinsight.com/u-s-firm-reveals-micro-nuclear-reactor-that-could-power-ships-for-decades-without-refuelling/?utm_source=rss&utm_medium=rss&utm_campaign=u-s-firm-reveals-micro-nuclear-reactor-that-could-power-ships-for-decades-without-refuelling - *US-based AMPERA partners with Scorpio Tankers to develop nuclear-powered systems for maritime applications.* *Scorpio invests $10 million in AMPERA to support deployment.* *The collaboration aims to create floating nuclear power barges and nuclear vessels.* *AMPERA's reactor uses thorium-based TRISO fuel and operates without refuelling for decades.* *The reactor produces 15-30 MWe using supercritical CO2 turbine technology.* *The technology aims to reduce fuel costs, vessel weight, and emissions, aligning with net-zero targets.*
11. https://egov.eletsonline.com/2026/04/ntpc-partners-with-edf-to-explore-nuclear-power-projects-in-india/ - * NTPC Limited and France's Électricité de France (EDF) sign MoU to explore nuclear power development in India. * The agreement includes evaluating EDF’s European Pressurised Reactor (EPR) technology and project site identification. * Focus on technology adaptation, cost viability, tariff structures, and localising opportunities. * Both organisations will develop specialised training programmes for skilled human resources. * NTPC aims to diversify from thermal to cleaner energy sources and support India's energy transition goals.
12. https://egov.eletsonline.com/2026/04/ntpc-partners-with-edf-to-explore-nuclear-power-projects-in-india/ - * NTPC Limited signs MoU with EDF to explore nuclear power development in India. * Collaboration involves studying feasibility, technology, and site selection. * Focus on adapting EDF’s EPR technology and training programmes. * NTPC aims to diversify from thermal to cleaner energy sources, including renewables. * Partnership aims to strengthen India’s energy security and reduce reliance on fossil fuels.
13. https://interestingengineering.com/energy/largest-uranium-reserve-in-us - * Uranium production has started at Burke Hollow, the largest in-situ recovery (ISR) uranium site in the US. * The site has a resource estimate of over 6 million pounds of uranium oxide (U3O8). * Permitting was finalised after over a decade of exploration and development, with operations now ramping up. * UEC operates Burke Hollow and another site in Wyoming, with planned future production and development. * The site contributes to US efforts to build a domestic nuclear fuel supply chain amid rising global demand for uranium.
14. https://www.independent.co.uk/asia/china/china-daily/hainan-pearls-oysters-nuclear-power-b2952216.html - * Pearl oysters are being cultivated near the Hainan Changjiang Nuclear Power Base using waters warmed by the plant’s cooling systems. * The project aims to demonstrate ecological benefits and safety, with radiation levels monitored and confirmed to be unaffected. * The Linglong One onshore small modular reactor is near completion, expected to generate 1 billion kWh annually, powering over 526,000 households. * China’s first onshore commercial SMR has passed an IAEA safety review, with plans to support digital infrastructure and develop a zero-carbon industrial park. * The project exemplifies technological innovation combining nuclear power and environmental sustainability in Hainan.
15. https://ibgnews.com/2026/04/10/how-world-got-surprised-by-indias-thorium-mission-success/ - * India has achieved a significant milestone in its three-stage nuclear power plan, focusing on thorium usage. * The plan includes using uranium reactors, fast breeder reactors, and finally thorium-based reactors. * India built a prototype fast breeder reactor at Kalpakkam. * The country aims to create a closed-loop nuclear fuel system, recycling fuel and utilising abundant thorium resources. * The success could lead to cheaper, cleaner energy and global nuclear technology leadership.
16. https://www.geplus.co.uk/news/arup-to-lead-foundation-engineering-team-for-small-nuclear-reactors-10-04-2026/ - * The UK government appointed Arup to lead foundation engineering works for small modular reactors (SMRs) at Wylfa, Anglesey. * The contract worth up to £19.5 million involves support for Great British Energy – Nuclear in their SMR programme. * The project includes design activities and early works, part of a series of contracts totalling £353.65 million. * The UK has committed £2.5 billion for SMR construction, with the first SMRs being built at Wylfa by a joint venture involving Rolls-Royce. * SMRs are under construction or licensing in multiple countries, with each reactor expected to power around 1 million homes and create over 3,000 jobs.
17. https://www.geplus.co.uk/news/arup-to-lead-foundation-engineering-team-for-small-nuclear-reactors-10-04-2026/ - • The UK government appointed Arup to lead foundation engineering works for small modular reactors (SMRs) at Wylfa, Anglesey. • The £19.5m contract supports the early stages of the SMR programme. • The project is part of an overall nuclear supply chain investment of £353.65m. • The UK government has committed £2.5bn for SMR construction, with a joint venture involving Rolls-Royce, Laing O’Rourke, and Bam. • The project aims to deliver power equivalent to 1 million homes and create over 3,000 jobs.
18. https://www.euronews.com/2026/04/10/from-ev-stations-to-heat-pump-grants-inside-frances-240m-plan-to-reduce-its-fossil-fuel-re - • France announced a plan to accelerate electrification and phase out fossil fuel reliance on 1 April. • The €240 million EDF Group fund supports EV infrastructure, truck electrification, and household heat pump grants, unveiled on 8 April. • France aims to cut fossil fuel dependence from 60% to 40% by 2030, with renewable energy and nuclear power as key components. • France's renewable energy share was 31.3% in 2024, below Spain's 59.7%, and relies around 67% on nuclear power. • Prime Minister Sébastian Lecornu highlights energy independence and climate objectives over nuclear versus renewables debate.
19. https://asian-power.com/news/gpsc-posts-419476-million-btu-energy-savings-in-decarbonisation-drive - • GPSC achieved 419,476 million BTU energy savings and reduced LNG imports by over 8,000 tons annually. • The company cut greenhouse gas emissions by 22,420 tons of CO₂ and aims for a 35% carbon intensity reduction by 2030. • GPSC is implementing AI-based real-time optimisation systems and expanding renewable energy investments. • Future plans include developing small modular reactor (SMR) nuclear technology, CCS systems, and hydrogen energy solutions. • These initiatives support Thailand’s Net Zero transition and energy security.
20. https://www.missourinet.com/2026/04/09/missouri-senate-advances-nuclear-energy-bill-after-closely-divided-vote/ - * Missouri Senate bill 838, sponsored by Sen. Mike Cierpiot, was given initial approval after debate. * The bill addresses nuclear energy regulation and future expansion in Missouri. * An amendment, narrowly adopted, prevents utilities from charging customers for nuclear plant construction costs before completion. * The amendment aims to restrict the use of Construction Work in Progress (CWIP), a financing practice banned in Missouri in the 1970s. * Lawmakers continue to debate who should bear the financial risks of nuclear projects.
21. https://www.datacenterfrontier.com/energy/article/55366735/from-reactor-designs-to-real-projects-smrs-enter-the-execution-era-as-ai-power-demand-accelerates - * The article discusses the transition of SMR development from design to commercial deployment, highlighting recent progress in licensing, supply chains, financing, and customer engagement. * Key companies include X-energy, GE Hitachi, NuScale, Holtec, Rolls-Royce SMR, TerraPower, Oklo, and Kairos Power, each pursuing different deployment strategies. * Developments focus on regulatory milestones, supply chain establishment, customer partnerships, fuel strategies, and project execution pathways. * The overall market is shifting towards multiple converging business models targeting dispatchable, carbon-free power aligned with industrial and data centre demands. * The article emphasises ongoing uncertainty regarding timelines for broad SMR adoption.
22. https://www.lanacion.com.ar/politica/como-es-la-inversion-de-us200-millones-que-quiere-hacer-una-empresa-estadounidense-en-el-sector-nid09042026/ - * The US company Nano Energy plans to invest over US$230 million in Argentina's nuclear sector, specifically in completing a uranium plant in Formosa.* The project aims to develop a plant in the former Plan Nuclear 2015–2025, halted during previous administrations.* The investment includes finishing the plant and starting uranium dioxide production for local nuclear plants Atucha I, Atucha II, and Embalse.* A second stage could involve converting uranium dioxide into hexafluoruro de uranio for export.* The project could be completed within three to four years, creating a minimum of 200 jobs.* The investment process began with a private initiative filed with Argentina's Ministry of Economy.
23. https://www.washingtonpost.com/opinions/2026/04/09/new-jersey-sherrill-nuclear-energy-moratorium/ - * New Jersey ended its nuclear reactor regulation moratorium in 2023, allowing new waste storage systems. * The state's ban, established in 1977, previously prevented new nuclear plants from being built. * The legislation aligns New Jersey with other states easing nuclear restrictions, such as Illinois, Rhode Island, and Oregon. * The law addresses fears about radioactive waste, citing safe storage strategies developed by operators. * The federal repository project at Yucca Mountain was halted, with political motives cited as reasons for its cessation.
24. https://www.fool.com/investing/2026/04/09/ccj-is-one-of-2026s-biggest-winners-heres-t/ - * Cameco, the world's second-largest uranium miner, has seen its stock increase 26% this year and 360% over the past three years. * The company operates uranium mines in Canada, the US, and Kazakhstan, and mined 15% of the world's uranium in 2025. * Uranium prices, after falling post-Fukushima, have surged recently due to decarbonisation initiatives and expansion of nuclear projects. * Analysts expect Cameco's revenue and EBITDA to grow at CAGR of 8% and 12%, respectively, from 2025 to 2028. * Despite growth expectations, stock upside may be limited, with projected growth of about 4% over the next three years.
25. https://seekingalpha.com/article/4889511-denison-mines-stock-high-quality-uranium-project-with-execution-driven-upside?source=generic_rss - * Denison Mines has a long history in uranium mining, dating back to the 1950s. * The article discusses the results of the pre-feasibility study of the Phoenix project. * Focuses on uranium industry developments, project evaluation, and potential growth. * Mentions the company's operational background and project prospects. * Sector relevance includes uranium mining and exploration.
26. https://www.hydrogenfuelnews.com/hydrogen-production-and-energy-security-drive-south-korea-france-strategic-partnership/8575518/ - * South Korea and France upgraded their diplomatic ties to a global strategic partnership, focusing on energy security and sustainable energy initiatives. * They signed agreements on nuclear energy, AI, critical minerals, and hydrogen production, targeting $20 billion trade by 2030. * The partnership includes joint efforts in nuclear technology, AI research, supply chain resilience, and hydrogen infrastructure development. * Pilot projects in Korea will blend green hydrogen into existing gas grids, supporting decarbonisation in industrial sectors. * The summit also fostered policy-sharing on crisis management related to offshore wind and maritime safety.
27. https://www.express.co.uk/finance/personalfinance/2191978/government-issues-major-energy-update - * UK government announces support measures to protect households from energy price volatility, citing conflicts in Ukraine and the Middle East. * Sizewell C nuclear power plant project will supply six million UK households, creating 17,000 jobs and 1,500 apprenticeships. * Lighthouse Green Fuels aims to become Europe's largest sustainable aviation fuel facility, producing fuel for 27,000 flights annually and supporting 2,000 jobs. * Both projects are part of plans to enhance energy independence and reduce reliance on overseas imports. * Measures include accelerating planning and regulatory approvals for wind, solar, water, and nuclear energy projects.
28. https://skillings.net/skillings-mining-intelligence-uraniums-return-and-the-lithium-demand-wall-april-9-2026/ - * Uranium Energy Corp (UEC) begins production at Burke Hollow in South Texas, marking the first in over a decade in the US. * Market sentiment is bullish, with supply tightening as major producers signal constraints. * Copper industry consolidates assets in the Vicuña District, Chile-Argentina border region. * Gold prices test $4,850 per ounce amid geopolitical tensions and safe-haven demand. * Altius Minerals invests in TNR Gold, diversifying exposure to copper and lithium. * Industry faces an 18-year average lead time for greenfield mine development; AI used to unlock existing data. * Lithium demand surges due to AI infrastructure and energy storage growth, contradicting prior oversupply narratives.
29. https://mybroadband.co.za/news/energy/637511-new-nuclear-frontier-south-africa-investigating-advanced-nuclear-fission-reactor-technology.html - * South Africa's Nuclear Energy Corporation (Necsa) launched an Expression of Interest (EOI) for small modular reactors (SMRs) to generate electricity. * The government plans to add 5,200MW of nuclear power by 2039, as part of its IRP 2025, aiming for 105GW of new capacity. * Necsa seeks technology providers to apply through the EOI, focusing on SMR technologies' maturity and readiness. * Selected companies from countries like the US, Russia, and China could assist in building South Africa’s SMR capacity. * Criticisms of the IRP 2025 question the cost and feasibility of expanding nuclear power, favouring wind and solar instead.
30. https://mybroadband.co.za/news/energy/637511-new-nuclear-frontier-south-africa-investigating-advanced-nuclear-fission-reactor-technology.html - * South Africa’s Necsa launched an Expression of Interest (EOI) to explore SMR technology for local deployment. * The government plans to add 5,200MW of nuclear power by 2039 as part of its IRP 2025. * International companies including Rosatom, Westinghouse, NuScale Power, TerraPower, and CNNC may assist in SMR development. * South Africa's nuclear plan face criticism over cost and feasibility, with some experts dismissing nuclear as outdated and expensive.
31. https://www.globenewswire.com/news-release/2026/04/09/3270973/0/en/Eagle-Nuclear-Energy-Engages-Drilling-Company-And-Files-Permit-Applications-For-PFS-Related-Drill-Program-at-Aurora.html - * Eagle Nuclear Energy signs agreement with Harris Exploration Drilling for a 27,000 ft PFS-related drill programme at Aurora, Oregon–Nevada border, scheduled for summer 2026.* * Permit applications submitted to BLM and DOGAMI by SLR International Corporation for the drill programme, with approvals expected by July 2026.* * The drill programme aims to expand and define resources, enhance classification, and conduct geotechnical and hydrogeological analyses.* * The company owns the largest measured and indicated uranium deposit in the US, including Aurora and Cordex deposits.* * The PFS is expected to be completed in the second half of 2027.
32. https://www.fxstreet.com/analysis/how-europe-can-reduce-reliance-on-imported-gas-and-what-it-means-for-business-leaders-202604091144 - * Europe aims to strengthen energy security by reducing gas dependency through increased renewable energy, expanding biogas, and offshore gas utilisation. * Gas consumption in Europe has decreased by 20% since the 2022 energy crisis, but 70% of gas is still imported. * Countries are shifting from Russian imports to Norway and the US, with concerns over geopolitical risks. * Coal is temporarily returning to power generation as a quick substitute, despite environmental concerns. * Europe is reconsidering nuclear power, with a focus on extending existing plants and developing new projects, though long-term expansion faces challenges.
33. https://hvg.hu/gazdasag/20260409_vance-orban-mol-olaj-mvm-westinghouse-paks-uzemido - * During a historic visit to Budapest, US Vice President Vance reaffirmed US-Hungary cooperation in energy, technology, and security. * The US supports a preliminary engineering design study (FEED) for small modular reactors (SMRs) in Hungary, potentially enabling purchase of up to 10 units worth $20 billion. * US energy company Westinghouse and Hungarian MVM signed an agreement to explore extending Paks nuclear plant's operational lifespan and collaborating on SMR technology. * Paks nuclear plant's four reactors are planned for 20-year extension, potentially operating until the 2050s. * The US-Hungary agreements aim to enhance European energy security and bilateral strategic partnerships.
34. https://whyy.org/articles/new-jersey-nuclear-moratorium-lifted/ - * New Jersey Governor Mikie Sherrill signed legislation lifting a 40-year moratorium on new nuclear facilities. * The legislation was passed by the General Assembly on March 23, amending the Coastal Area Facility and Review Act. * The act previously prohibited issuing permits for new nuclear plants unless a permanent radioactive waste disposal site was established. * The new legislation supports building more nuclear reactors to lower electricity prices and meet demand. * Permits for new reactors will be based on NRC-compliant waste storage with a proven safety record.
35. https://www.malaymail.com/news/malaysia/2026/04/09/no-shortcuts-to-sovereignty-dpm-fadillah-stresses-urgent-energy-water-reforms-amid-west-asia-tensions/215706 - * Recent geopolitical tensions in West Asia have emphasised Malaysia’s need to strengthen energy security and accelerate energy transition efforts. * Deputy Prime Minister Fadillah Yusof highlighted the importance of energy security as a structural issue and the strategic necessity of renewable energy. * Malaysia has established the National Energy Transition Roadmap (NETR), with a focus on grid expansion and tariff reform. * Water resource sustainability is a concern, with significant water loss and tariffs disconnected from operational realities. * Effective implementation across federal and state levels is emphasised for large-scale transformation.
36. https://www.marketbeat.com/instant-alerts/denison-mine-corp-nyseamericandnn-given-average-rating-of-buy-by-brokerages-2026-04-09/ - * Denison Mines (DNN) has been rated 'buy' by six research firms, with five giving a buy and one a strong buy recommendation. * The average 1-year price objective among analysts is $5.3750. * Several firms have reiterated or upgraded ratings and targets, including TD Securities and Zacks Research. * DNN stock opened at $3.53, with a market cap of $3.19 billion and a P/E ratio of -20.76. * Institutional investors have recently increased holdings in Denison Mines. * Denison Mines is a Canada-based uranium exploration company focusing on high-grade uranium projects in Saskatchewan.
37. https://www.ilgiornale.it/news/politica/se-lautonomia-energetica-vero-esercito-2648458.html - * The article discusses the link between energy consumption and economic growth, referencing Timothy Garrett's research. * It highlights the geopolitical risks associated with fossil fuel reliance, citing historical examples involving Iran, Ukraine, and Hormuz. * The author emphasises Europe and Italy's vulnerability due to weak energy security and advocates for nuclear energy as a strategic solution. * It stresses the importance of domestic, continuous, and sizeable energy production through nuclear power to prevent future crises. * The article criticises focus on fuel costs for transport rather than on broader energy security and infrastructure resilience.
38. https://www.taipeitimes.com/News/taiwan/archives/2026/04/09/2003855315 - * The National Atomic Research Institute (NARI) launched a small modular reactor (SMR) research program in Taiwan aiming to reduce nuclear waste by over 70%.* The Taiwanese government may consider adopting SMRs by 2035, subject to safety evaluations.* A four-year research project on SMRs is planned to inform domestic policy and industry, requiring NT$1 billion in funding.* International companies like Westinghouse Electric and General Electric are developing SMRs, with commercial products potentially available by 2030 or earlier.* NARI is researching reactors including accelerator driven subcritical reactors, sodium-cooled fast reactors, and thorium molten salt reactors that could mitigate nuclear waste environmental impacts.
39. https://ecfr.eu/article/beyond-the-strait-of-hormuz-how-europe-can-safeguard-its-energy-future/ - * The Strait of Hormuz blockade affected global oil and LNG trade, causing price concerns and energy insecurity for Europe. * Europe faces resource constraints and dependency on imports, particularly from Russia, with high natural gas import reliance. * EU has taken some measures, like securing LNG supplies and emergency regulation for renewable deployment, but gaps remain. * The article advocates for Europe's acceleration in deploying renewables, expanding LNG sources, developing nuclear energy, and reducing oil dependence. * Emphasises Europe's need for strategic resilience, diversification, and collaborative infrastructure development.
40. https://stockhead.com.au/resources/american-uranium-raises-2-64m-to-advance-lo-herma-isr-drilling-and-scoping-study-milestones/ - * American Uranium secures commitments for a $2.64m placement to support uranium exploration and studies at Lo Herma in Wyoming. * Funds will be used for resource expansion, infill drilling, hydrogeological and metallurgical studies, and a scoping study planned for Q3 2026. * The company has completed 66 of 121 permitted holes, with a resource upgrade to 9.45Mlb of U3O8. * The resource within the scoping study footprint is estimated at 7Mlb, with 46% indicated. * The financial move reflects investment confidence and aims to increase resource confidence and development options.
41. https://www.brisbanetimes.com.au/business/companies/red-letter-day-as-peninsula-restarts-wyoming-yellowcake-production-20260409-p5zml8.html?ref=rss&utm_medium=rss&utm_source=rss_feed - * Peninsula Energy restarts its Lance uranium operation in Wyoming, USA, with the central processing plant (CPP) once again producing dried yellowcake. * The restart follows installation and commissioning of replacement agitator assemblies, completing a rectification of a prior issue. * Peninsula maintains 2026 production guidance between 0.4 and 0.5 million pounds of uranium. * The company has implemented plant improvements, including a reverse-osmosis unit to improve process water quality. * Shift from alkaline to acidic leaching has improved uranium recovery, grade, and reduced costs. * Mine Unit 4 shows encouraging early data with higher head grades since connection.
42. https://www.indiatoday.in/india/story/indias-kalpakkam-prototype-fast-breeder-reactor-achieves-criticality-2893305-2026-04-09?utm_source=rss - * India’s PFBR at Kalpakkam attained first criticality on April 6, marking a scientific breakthrough.* It is the first time a country other than Russia has operated a commercial fast breeder reactor, with India poised to become the second.* The reactor utilises thorium reserves and aims to reduce India's reliance on uranium imports.* Prime Minister Modi called it a 'defining step' in India's nuclear journey.* It aligns with India’s three-stage nuclear programme, enhancing energy security through self-sufficiency.* The achievement distinguishes India from US, France, and Japan, who failed to sustain fast breeder reactors.
43. https://www.ad-hoc-news.de/boerse/news/ueberblick/uranium-energy-powers-up-second-us-mine-amid-supply-crunch/69108366 - * Uranium Energy Corp begins production at Burke Hollow ISR project in South Texas, becoming the only US operator with two active mines. * The project marks the first new ISR uranium mine in the US in over a decade. * The company’s combined licensed annual production capacity is roughly twelve million pounds of uranium. * Uranium Energy plans to build its own uranium conversion facility, with NRC approval received. * The US government and political support favour domestic uranium production to address energy security. * The company’s stock has increased significantly, reflecting investor optimism. * Future plans include launching the Ludeman ISR project in 2027 and submitting a licence application for the conversion plant.
44. https://indianexpress.com/article/opinion/columns/for-india-a-nuclear-breakthrough-amid-energy-concerns-10626463/ - * India announced the criticality of its Prototype Fast Breeder Reactor (PFBR) on April 6, after decades of development.* * The reactor, designed to use thorium and plutonium for sustainable nuclear energy, was built by BHAVINI and developed by the Indira Gandhi Centre for Atomic Research.* * The milestone is part of India’s long-term nuclear energy strategy, aiming to reduce uranium dependency and utilise domestic thorium reserves.* * The global context includes energy security concerns heightened by conflicts in West Asia, with India aiming for 100 GW of nuclear power by 2047.* * The government has opened the sector to private participation, including the development of small modular reactors.*
45. https://www.canarymedia.com/articles/nuclear/new-jersey-lifts-nuclear-moratorium - * New Jersey becomes the second state this year to fully repeal its ban on constructing new nuclear reactors. * Legislation was signed by Gov. Mikie Sherrill at Hope Creek Generating Station. * The moratorium, enacted in the 1970s, was based on outdated nuclear waste disposal standards. * The state's nuclear facilities produce 40% of New Jersey’s electricity and 80% of its carbon-free power. * The change reflects shifts in nuclear policy, waste storage, and innovative nuclear technologies in the US.
46. https://www.spreaker.com/episode/india-s-nuclear-plans-advance-oil-prices-to-stay-high-and-state-polls-begin--71193228 - * A milestone in India’s nuclear programme as the Fast Breeder Reactor at Kalpakkam attains criticality, marking progress in the country's nuclear energy strategy. * The West Asia ceasefire has not fully eased energy shock for import-dependent countries like India, with ongoing risks around supplies through the Strait of Hormuz. * Political polls are underway in Assam, Kerala, and Puducherry ahead of election results. * The focus is on India’s nuclear developments, energy security, and upcoming state elections.
47. https://www.financialcontent.com/article/marketminute-2026-4-8-nextera-energy-and-terrapower-announce-landmark-smr-partnership-to-fuel-google-and-microsoft-ai-data-centers - * NextEra Energy and TerraPower form a partnership to deploy Small Modular Reactors (SMRs) across the United States. * The project aims to meet the power demands of AI data centres operated by Microsoft and Google. * The first fleet of reactors is planned for site selection by April 2026, with a total capacity of up to 3 GW. * The deal involves a capital expenditure of between $15 billion and $20 billion. * The partnership signifies a shift in energy industry focus towards advanced nuclear for renewable integration and AI infrastructure.
48. https://bhaskarlive.in/iaea-director-general-praises-indias-major-nuclear-milestone-at-kalpakkam/ - * Rafael Mariano Grossi, IAEA Director General, commended India’s milestone in attaining criticality at Kalpakkam in Tamil Nadu. * The achievement signifies a major step in India’s indigenous nuclear programme and long-term energy sustainability. * Grossi highlighted India’s progress in fuel sustainability and advanced reactor technology. * The milestone supports India’s three-stage nuclear strategy and its goals of reducing uranium dependence. * The development enhances India’s position in the global nuclear energy sector and promotes international cooperation.
49. https://www.financialcontent.com/article/marketminute-2026-4-8-nextera-energy-and-terrapower-announce-landmark-smr-partnership-to-fuel-google-and-microsoft-ai-data-centers - * NextEra Energy and TerraPower form a partnership to deploy Small Modular Reactors (SMRs) across the United States to power AI data centres. * The deal, formalised in late 2025, includes an initial capacity of 2.5 GW to 3 GW with a capital expenditure of $15-20 billion. * Microsoft and Google are anchor tenants, securing a 24/7 carbon-free power supply for their AI operations. * The partnership aims to address the energy trilemma—reliability, affordability, sustainability—and marks a shift towards advanced nuclear technology. * The project involves site selection in Iowa and the US Southeast, with first units scheduled for late 2020s deployment.
50. https://www.independent.co.uk/news/uk/politics/sizewell-c-nuclear-energy-fuel-iran-middle-east-uk-b2953802.html - * The UK government plans to accelerate planning approvals for the Sizewell C nuclear power station in Suffolk and Lighthouse Green Fuels, a sustainable aviation fuel (SAF) plant on Teesside. * The Environment Agency will act as the lead regulator to streamline environmental assessments. * Sizewell C could supply six million homes with nuclear energy, reducing reliance on foreign fossil fuels and exposure to volatile prices. * Lighthouse Green Fuels aims to be Europe's largest SAF plant, producing fuel from waste sources. * Government initiatives aim to support energy independence, meet net-zero targets, and safeguard environmental protections amid reforms to planning regulations.
51. https://www.financialcontent.com/article/marketminute-2026-4-8-nextera-energy-and-terrapower-announce-landmark-smr-partnership-to-fuel-google-and-microsoft-ai-data-centers - * NextEra Energy and TerraPower plan to deploy a fleet of Small Modular Reactors across the United States. * The partnership aims to meet 24/7 power demands of Microsoft and Alphabet Inc.'s AI data centres. * The project involves a multi-unit rollout of TerraPower’s Natrium reactors, each 345 MW with molten salt energy storage. * Initial capacity targeted is 2.5 GW to 3 GW, with capital expenditure between $15 billion and $20 billion. * The partnership was formalised in late 2025, with site selection phase starting in April 2026.
52. https://www.chosun.com/english/world-en/2026/04/09/LBC7KFGCCRH3HOZ4KEXFHSNIPY/ - * Fatih Birol of the IEA recommends South Korea transition from fossil fuels to nuclear and renewable energy. * Birol highlights recent severe energy supply crisis caused by US-Iran conflict, with damage to Middle Eastern facilities. * The crisis exceeds previous events such as the 1970s oil shocks, COVID-19 pandemic, and Ukraine war. * IEA released 400 million barrels of oil reserves to stabilise prices, with international cooperation including South Korea. * Birol urges diversification, domestic energy production, electric vehicles, and expanding renewables and nuclear power.
53. https://www.thehindubusinessline.com/companies/ntpc-signs-mou-with-frances-edf-on-cooperation-in-nuclear-power/article70838830.ece - * NTPC signs a non-binding MoU with EDF to explore nuclear power cooperation in India. * The MoU involves assessing EDF’s EPR technology and project feasibility. * The initiative aligns with NTPC’s strategy for clean energy expansion and India’s energy security. * The Mahi Banswara Rajasthan Atomic Power Project, with four 700 MW reactors, is under development. * NTPC aims to reach 149 GW capacity by 2032, including nuclear, renewable, and thermal energy.
54. https://broadbandbreakfast.com/nuclear-regulatory-commission-overhauls-licensing-framework/ - * The Nuclear Regulatory Commission finalised 'Rule 53' on March 25, 2026, introducing new safety standards and flexible licensing for reactor designs. * The rule aims to enable faster, safer development of next-generation nuclear power in the US. * It incorporates research from the Department of Energy, industry, and the public to broaden applicability and reduce compliance burden. * The new approach transitions from prescriptive to performance-based standards. * The regulatory update is part of wider US efforts initiated by the Nuclear Energy Innovation and Modernization Act in 2019.
55. https://www.thehindubusinessline.com/companies/ntpc-signs-mou-with-frances-edf-on-cooperation-in-nuclear-power/article70838830.ece - * NTPC has signed an MoU with Électricité de France (EDF) to explore cooperation in developing new nuclear projects in India. * The MoU was approved by Indian government departments. * The collaboration aims to assess EDF’s EPR technology suitability, locate project sites, and develop technical and human resource capabilities. * NTPC’s energy security strategy includes expanding into nuclear power and other clean energy sources. * Major nuclear projects include the Mahi Banswara Rajasthan Atomic Power Project with four 700 MW reactors. * NTPC operates over 89 GW of capacity, targeting 149 GW by 2032, including 60 GW from renewables.
56. https://www.jeuneafrique.com/1786665/economie-entreprises/mines-loffensive-tres-discrete-mais-tres-politique-dorano-au-botswana/ - * An Orano delegation, including Xavier Saint Martin Tillet and Pierre Fourrier, met with Botswana's head of state. * The meeting was brief, approximately fifteen minutes, with strategic overtones. * Orano previously operated the Akouta uranium mine in Niger, which closed in 2021 due to resource exhaustion. * The article suggests ongoing or potential involvement of Orano in Botswana’s uranium sector. * The event indicates strategic interests in Botswana's uranium industry.
57. https://www.jdsupra.com/legalnews/navigating-nuclear-what-part-53-7586409/ - * The NRC affirmed final rule adding 10 C.F.R. part 53, 'Risk-Informed, Technology-Inclusive Regulatory Framework for Advanced Reactors', on 25 March 2026. * The rule introduces a voluntary, risk-informed licensing pathway for commercial nuclear reactors, expanding use of probabilistic risk assessment. * It updates financial qualification standards to align with 10 C.F.R. part 70 and provides finality on NRC findings for design certification applications. * The rule permits load following under specific conditions and allows manufacturing licence flexibility, including factory loading of fuel. * The NRC proposes leveraging prior DOE and DOW authorisations in licensing, with an emphasis on interagency coordination.
58. https://www.executivebiz.com/articles/bwxt-uranium-enrichment-license-nrc - * BWXT started pre-application engagement with the Nuclear Regulatory Commission for a uranium enrichment facility in Erwin, Tennessee. * The company plans to apply for a licence in the first quarter of 2027 to support US domestic nuclear fuel capabilities. * The facility will be adjacent to BWXT’s Nuclear Fuel Services site and support a $1.5 billion Department of Energy contract. * The plant will produce highly enriched uranium for the NNSA’s Naval Reactors programme, operating around 2035. * The initiative aligns with federal efforts to reduce reliance on foreign sources for national security materials. * BWXT has expanded infrastructure, including a new centrifuge development facility in Oak Ridge, Tennessee.
59. https://www.nucnet.org/news/westinghouse-sets-vogtle-4-as-ap1000-reactor-benchmark-as-it-prepares-for-major-fleet-expansion-4-3-2026 - * Westinghouse requests a 40-year renewal of the AP1000 design certification for Vogtle-4, incorporating design changes. * Vogtle-4 will become the reference plant for US deployment of the AP1000 technology. * The NRC may approve application to streamline future licensing, supporting fleet expansion plans. * Westinghouse plans to deploy 10 AP1000 units in the US by 2030, part of a 11.5 GW nuclear fleet aiming to support US energy capacity growth. * Four AP1000 reactors operate in China, with additional units under construction or contract, and deployment plans in Poland, Ukraine, and Bulgaria.
60. https://aif.ru/politics/ssha-hotyat-postroit-v-vengrii-do-10-malyh-modulnyh-reaktorov-na-20-mlrd - * The White House announced that the US has reached an agreement with the Hungarian government on designing and potentially constructing up to ten small modular reactors (SMRs). * The project is estimated to cost $20 billion. * A preliminary project design (FEED) will facilitate the deployment of new US SMRs in Hungary. * The agreement marks a step towards Hungary's purchase and construction of US SMRs. * The US-Hungary nuclear energy agreement was discussed alongside other cooperation areas in late 2025.
61. https://resourceworld.com/uranium-energy-starts-production-at-burke-hollow-isr-uranium-mine-texas/?utm_source=rss&utm_medium=rss&utm_campaign=uranium-energy-starts-production-at-burke-hollow-isr-uranium-mine-texas - * Uranium Energy Corp. received approval from the Texas Commission on Environmental Quality (TCEQ) and commenced production at Burke Hollow, Texas, in 2026. * Burke Hollow is the world’s newest in-situ recovery (ISR) uranium mine and the first in the US in over a decade. * The project, part of UEC’s expanding US production platform, hosts significant long-term development potential. * Production will be processed at Hobson Central Processing Plant, licensed for up to 4 million pounds uranium annually. * UEC controls the largest uranium resource base and licensed capacity in the US, with additional projects in Wyoming and Saskatchewan.
62. https://www.etftrends.com/nuclear-energy-content-hub/doe-announces-nuclear-expansion-push-nukz-positioned-growth/ - * The Department of Energy (DOE) signals a shift towards nuclear expansion with support for existing reactors and grid infrastructure. * The Utility Power Reactor Incremental Scaling Effort (UPRISE) aims to extend the life of 94 reactors, creating high-margin contracts for manufacturers. * Companies like Curtiss-Wright, Mirion Technologies, and Flowserve are expected to benefit from nuclear uprates. * The DOE invests $1.9 billion through the SPARK programme to enhance grid infrastructure, boosting demand for advanced automation and turbine technology. * These developments are viewed as long-term growth opportunities for industrial firms and nuclear infrastructure builders.
63. https://www.tu.no/artikler/europa-heller-mot-mer-atomkraft/570558 - • EU-kommisjonen la i mars fram en strategi for små modulære reaktorer (SMR), planlagt i drift tidlig 2030-tallet. • Flere medlemsland, som Frankrike, Polen og Slovakia, bygger eller planlegger nye atomreaktorer. • Tyskland og Italia vurderer omstillinger, med Italia som ønsker å reversere forbud mot atomkraft. • EU’s atomkraftandel har falt fra 33% i 1990 til 15% i dag, med nedgang i Tyskland. • Frankrike planlegger å bygge seks nye reaktorer for å opprettholde 70% atomandel i energimiksen.
64. https://interestingengineering.com/energy/microreactor-to-help-vessels-run-without-refueling - * AMPERA and Scorpio Tankers collaborate to develop micronuclear power solutions for maritime applications. * The partnership involves deploying 15-30 MWe microreactors using thorium fuel, with no refueling needed throughout a multi-decade lifecycle. * Initial focus on floating nuclear power barges and long-term deployment of nuclear-powered vessels. * The project aims to provide reliable, zero-carbon energy to meet environmental and operational requirements in the maritime sector. * The initiative aligns with US regulations, with AMPERA planning to file for reactor licensing under revised NRC guidelines.
65. https://www.etftrends.com/nuclear-energy-content-hub/doe-announces-nuclear-expansion-push-nukz-positioned-growth/ - * The US Department of Energy (DOE) has announced a significant commitment to expanding and maintaining existing nuclear reactors and infrastructure. * The UPRISE initiative aims to increase capacity of the 94 operating reactors and restart retired ones, benefiting manufacturers like Curtiss-Wright, Mirion Technologies, and Flowserve. * The DOE's $1.9 billion SPARK project invests in grid upgrades to support electrification and nuclear reliability. * The developments bolster the case for nuclear energy's role in decarbonisation and energy security, indicating long-term growth for related industrial companies. * The focus on infrastructure renewal and grid resilience supports nuclear power and clean energy integration.
66. https://www.skynewsarabia.com/business/1863114-%D8%B5%D8%AF%D9%85%D8%A9-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D8%AA%D8%B3%D8%B1%D8%B9-%D8%A7%D9%84%D8%A7%D8%B9%D8%AA%D9%85%D8%A7%D8%AF-%D8%A7%D9%84%D8%B7%D8%A7%D9%82%D8%A9-%D8%A7%D9%84%D9%86%D9%88%D9%88%D9%8A%D8%A9 - * Disruptions in Middle Eastern oil and gas supplies prompt reconsideration of nuclear energy as a strategic option for energy security. * Countries like Taiwan, Europe, and the US are exploring or supporting increased nuclear capacity to reduce reliance on external fossil fuel sources. * Political support for nuclear energy faces challenges due to past accidents and geopolitical dependencies, especially on Russia for nuclear fuel. * Europe, with dependence on Russian nuclear materials, faces hurdles in enhancing nuclear independence; France plans to expand its nuclear fleet. * Analyses suggest that energy shocks increase political support for nuclear power, despite high costs and logistical complexities.
67. https://www.kathimerini.gr/economy/international/564166063/i-eyropi-strefetai-xana-pros-tin-paragogi-pyrinikis-energeias/ - * France produces approximately 65% of its electricity from nuclear power. * European countries discuss reopening or expanding nuclear projects due to rising energy costs and dependency on imported fossil fuels. * EU Commission President Ursula von der Leyen called Europe's move away from nuclear a 'strategic mistake'. * The share of nuclear in Europe's electricity generation has decreased from about one-third in 1990 to 15% today. * Europe relies on over 50% energy imports, mainly oil and gas, impacting vulnerability to supply disruptions and price fluctuations. * Italy, Belgium, Greece, and Sweden are reconsidering nuclear policies. * French President Emmanuel Macron promotes nuclear as key for energy independence and decarbonisation, despite delays and environmental concerns. * The EU promotes small modular reactors (SMRs) with a €330 million investment aiming for development by 2030.
68. https://www.prnewswire.com/news-releases/uranium-energy-corp-commences-production-at-burke-hollow-the-worlds-newest-operating-isr-uranium-mine-302736496.html - * Uranium Energy Corp (NYSE American: UEC) announced commencement of production at Burke Hollow in Texas after receiving TCEQ approval. * Burke Hollow is the first new US ISR uranium mine in over a decade. * The project is part of UEC’s strategy to expand its US production capacity, supporting its multi-faceted platform. * Production will be processed at Hobson Central Processing Plant, licensed for up to 4 million pounds of uranium annually. * UEC plans further development with Ludeman ISR project expected to start in 2027, and controls significant resource base in the US and Canada.
69. https://www.ots.at/presseaussendung/OTS_20260408_OTS0064/weltweit-reportage-zum-thema-europas-unabhaengigkeit-sein-oder-schein - * The report examines Europe's energy, technology, and supply chain dependencies. * It features investigations in Germany, Denmark, and France regarding Europe's vulnerabilities. * The documentary discusses Europe's reliance on US and Chinese technologies, particularly microchips. * It highlights Europe's pharmaceutical supply issues and the shift of production from Denmark to China. * The EU's strategies for nuclear energy expansion and atom energy's role in energy independence are covered.
70. https://discover.swns.com/2026/04/aerial-images-reveal-scale-of-38bn-sizewell-c-nuclear-project/ - * A £38bn nuclear power plant, Sizewell C, is under construction near Leiston, Suffolk, planned to be operational by the mid-to-late 2030s. * The project will generate 3.2 gigawatts of electricity, power approximately 6 million homes, and create 10,000 jobs. * Construction includes onshore and offshore infrastructure, with new road and rail links. * The site is referred to as the 'sister' of Hinkley Point C in Somerset. * Energy Secretary Ed Miliband announced the project as part of national nuclear and energy strategy.
71. https://www.legacyias.com/pib-summaries-08-april-2026/ - *India’s 2026 PIB highlights progress in climate-centric policies, biodiversity conservation, and renewable energy targets.* *Enables India’s climate leadership post-COP30 with operational carbon markets, Green Hydrogen Mission, and Mission LiFE.* *Legal and institutional frameworks support biodiversity and climate commitments, with increased protected areas, biodiversity acts, and ecosystem restoration projects.* *India plans to reduce emissions intensity by 45% by 2030, achieve over 50% non-fossil capacity by 2025, and reach 100 GW nuclear capacity by 2047.* *Nuclear advancements include the first criticality of PFBR at Kalpakkam, placing India as the second country with commercial fast breeder reactor capability.* *India’s nuclear programme aims to enhance energy security, support climate mitigation, and expand indigenous technology with international cooperation.*
72. https://stockhead.com.au/resources/anson-resources-hits-uranium-vanadium-along-strike-of-historical-yellow-cat-resource/ - - Anson Resources' initial aircore drilling at Yellow Cat project extends mineralisation between Cactus Rat and McCoy Group over 2500m of strike in Utah. - 23 drill holes identified continuous mineralisation; results await in four weeks. - Mineralisation occurs as interstitial material and coatings within sandstone of Morrison Formation. - Historically, exploration yielded up to 10.3% U3O8 and 25.6% vanadium pentoxide. - Drilling confirms shallow, surface-exposed mineralisation; follow-up infill drilling planned for potential JORC resource estimate.
73. https://investingnews.com/american-uranium-targeting-resource-growth-and-confidence-increase-at-lo-herma-project/ - * American Uranium progresses its Lo Herma in-situ recovery uranium project in Wyoming, aiming to increase resource scale and confidence before a scoping study. * Recent drilling expanded the total resource to 9.45 million pounds, with 43% in indicated category, prioritising approximately 7 million pounds for upcoming studies. * The project is becoming comparable to nearby advanced ISR projects, such as Ur-Energy’s Shirley Basin, Uranium Energy’s Ludeman, and enCore Energy’s Gas Hills. * The company sees potential valuation upside as the project develops amid a global uranium market with rising demand and supply gap forecast to widen. * Key upcoming catalysts include further drilling, technical studies, a resource update, and a scoping study expected in Q3.
74. https://sightlineu3o8.com/2026/04/construction-of-second-jinqimen-unit-begins/ - * Construction of the second Hualong One unit at Jinqimen nuclear power plant in Ningbo, China, has begun with the pouring of first safety-related concrete. * Construction approval was granted by China’s State Council in December 2023, with ground-breaking in February 2024. * China’s National Nuclear Safety Administration issued a construction licence in August 2023 for units 1 and 2. * The plant aims to house six units with a total capacity of about 7.2 GWe, producing approximately 55 TWh annually. * The project is expected to reduce carbon dioxide emissions by about 45 million tonnes.
75. https://www.ans.org/news/2026-04-07/article-7914/westinghouse-submits-ap1000-design-revision-to-nrc/ - * Westinghouse proposes revisions to the AP1000 design certification documents (DCD) to establish Vogtle-4 as the standard reference plant in the US. * The revisions aim to accelerate new AP1000 licence applications and support fleet deployment. * Westinghouse seeks a 40-year renewal of the AP1000 design certification, valid through 2046. * This move aligns with NRC's efforts to streamline reactor design reviews and certifications. * The NRC anticipates the DCD revision will reflect the Vogtle units' as-built condition and support future deployments.
76. https://www.ans.org/news/2026-04-07/article-7915/proposed-fy-2027-doe-nrc-budgets-ask-for-less/ - * The Department of Energy (DOE) requests $53.9 billion for FY 2027, a nearly 10% increase from 2026. * Notable nuclear energy allocations include $226 million for the Advanced Reactor Demonstration Program and $218.5 million for fuel cycle R&D, with reductions compared to previous years. * The DOE also requests $3.5 billion for baseload power support, including nuclear upgrades, and $378 million for Idaho National Laboratory facilities. * A new $10 million Office of Fusion will support domestic fusion development, with reduced funding for international ITER contributions. * The Nuclear Regulatory Commission (NRC) requests $892.3 million for FY 2027, an 8% decrease, focusing on reactor safety and materials programs. * NRC plans to reduce staff and research activities, citing efficiencies from the ADVANCE Act.
77. https://www.focus.de/earth/experte-ueber-mini-akws-wird-keines-unserer-energieprobleme-loesen_ee69966b-632c-4a79-b3ef-bb93276048a2.html - • EU considers increased support for small modular reactors (SMRs) by the early 2030s amid energy security concerns. • EU countries, including Germany and Bavaria, debate the reintroduction or expansion of nuclear energy. • Critics argue SMRs are costly, slow, and unsafe, while proponents see them as a clean, scalable energy source. • Safety risks and economic viability of SMRs are debated, with calls for a standardised EU programme. • The discussion reflects broader shifts in EU energy policy towards diversifying energy sources and reducing reliance on fossil fuels.
78. https://www.business-standard.com/opinion/columns/rewiring-power-for-a-new-era-india-s-energy-transition-is-too-cautious-126040701375_1.html - * India has over 275 GW of non-fossil fuel capacity and aims to expand it significantly.* * The renewable energy target should be increased from 500 GW to 1,500 GW by 2030.* * Grid strengthening and storage integration are essential to meet the ambitious target.* * India is promoting battery and pumped hydro storage, with policy incentives.* * The country plans to scale electric mobility and charging infrastructure, including full electrification of buses and vehicles.* * Nuclear energy, including small modular reactors, is seen as necessary for firming capacity.* * India must diversify critical mineral sources and develop domestic processing to reduce geopolitical risks.*
79. https://www.independent.ie/irish-news/protesters-block-oconnell-bridge-bringing-public-transport-to-standstill-government-took-in-extra-6m-in-excise-duties-last-month/a1584681099.html - * The Irish government discusses energy security measures and potential use of nuclear power during a meeting scheduled for tomorrow. * Ministers highlight Ireland's reasonably good position in energy supply security and higher reserves compared to other countries. * Economic analysis suggests prolonged impact from Iran conflict and infrastructure damage, with possible global stagflation. * Irish officials debate the possibility of nuclear energy, with some emphasising its benefits for affordability and energy security. * The government advocates for an open discussion on nuclear energy, aligning with practices in other European countries.
80. https://www.chemengonline.com/x-energy-selects-fluor-for-nuclear-project-at-dow-site-in-texas/ - * Fluor will support X-Energy’s advanced nuclear project at Dow’s Seadrift site in Texas, focusing on project definition and feasibility. * The project proposes to develop four, 80-megawatt small modular reactors (SMRs) to supply Dow with carbon-free electricity and steam. * The project is supported by the US Department of Energy’s (DOE) Advanced Reactor Demonstration Program. * Construction permit application submitted in March 2025, under review by the US Nuclear Regulatory Commission. * X-Energy aims to become the first grid-scale advanced nuclear reactor serving an industrial facility in North America.
81. https://www.gurufocus.com/news/8778765/27000-feet-of-drilling-47-diamond-holes-and-one-of-the-largest-uranium-deposits-in-america - * Eagle Nuclear Energy Corp. announced a 27,000-foot drill programme with 47 diamond drill holes at the Aurora Uranium Project, scheduled to start in July 2026. * The programme aims to expand resources, improve classification, and support a Pre-Feasibility Study. * NexGen Energy gained CNSC approval for its Rook I project, with construction starting summer 2026. * The US government committed $80 billion to nuclear development in partnership with Cameco and Brookfield. * Uranium Energy Corp. transitioned to active producer with a licensed capacity of 12.1 million pounds per year in the US.
82. https://www.indiasnews.net/news/278969438/india-has-vast-nuke-potential-to-generate-5000-units-electricity-per-person-annually-awareness-key-as-prototype-fast-breeder-reactor-achieves-critical-milestone - * India’s Department of Atomic Energy announced the first criticality of the 500 MWe Prototype Fast Breeder Reactor (PFBR) on April 6, 2026, at 08:25 PM.* * The reactor, developed indigenously, uses Uranium-Plutonium MOX fuel and can eventually utilise Thorium-232.* * India possesses 85 per cent of the world's thorium reserves, enough to generate 5,000 units of electricity per person annually for 500 years.* * Public awareness and addressing safety concerns are emphasised as crucial for accelerating nuclear adoption.* * India operates 23 uranium-based reactors mainly imported, with fast breeder technology seen as vital to long-term energy security.*
83. https://www.thehindubusinessline.com/news/how-fast-breeder-reactors-can-give-india-energy-security/article70835151.ece - * The 500 MW Prototype Fast Breeder Reactor (PFBR) in India goes critical, marking a key step in nuclear energy development. * India aims to build additional fast breeder reactors at Kalpakkam and other sites, potentially over the next two decades. * These reactors will utilise thorium, of which India has the world's largest reserves, to produce energy for centuries. * The reactors convert thorium into U-233 efficiently, with plans to prioritise plutonium production for energy security. * India is also exploring alternative thorium-to-U-233 conversion methods, including conventional reactors and accelerator-driven systems.
84. https://www.gurufocus.com/news/8778990/saiheat-upgrades-its-nuclear-energy-business-strategy-emerging-as-a-core-provider-of-integrated-design-software-solutions-for-large-lwr-and-smr - * SAIHEAT announced a strategic upgrade of its nuclear energy business, shifting from R&D on small modular reactors (SMRs) to providing integrated design software and technical solutions for nuclear power and SMR sectors. * The company has established strategic partnerships and obtained full authorization for nuclear design software application. * SAIHEAT now offers comprehensive technical services including reactor physics, thermal-hydraulic analysis, nuclear safety analysis, probabilistic safety assessment, plant system simulation, and radiation shielding analysis. * The upgrade aims to position SAIHEAT as a leading integrated supplier of nuclear energy design software and end-to-end solution provider for large LWR and SMR projects. * Future plans include expanding service coverage across the nuclear energy design value chain, leveraging partnerships, and delivering customised solutions to drive safe and efficient nuclear industry development.
85. https://www.business-standard.com/india-news/india-achieves-nuclear-milestone-as-500-mw-pfbr-attains-criticality-126040701215_1.html - * India’s Department of Atomic Energy (DAE) announced the first criticality of a 500 MW Prototype Fast Breeder Reactor (PFBR). * The milestone enhances India’s nuclear fuel utilisation and supports its three-stage nuclear power programme. * The reactor uses uranium-plutonium mixed oxide (MOX) fuel and incorporates advanced safety features and a closed fuel cycle. * The achievement strengthens India’s indigenous nuclear technology and positions fast breeder reactors as key to long-term energy security. * India’s PFBR was developed by IGCAR and built by BHAVINI, with safety clearance from AERB.
86. https://skillings.net/sunday-power-list-the-10-titans-defining-the-2026-resource-realignment-2/ - * The review tracks influence in copper, uranium, lithium, rare earths, gold cash flow, and AI infrastructure. * BHP’s copper strategy focuses on electrification and grid demand. * Kazatomprom influences uranium supply and pricing. * Rio Tinto expands into lithium for battery and decarbonisation markets. * Amazon and Microsoft impact mining demand via data centre investments. * Lundin Gold benefits from cash flow optionality and silver-linked investor interest. * USA Rare Earth’s role in domestic US supply chain development. * Codelco pushes AI and automation in copper operations. * SSR Mining’s portfolio reset alters jurisdictional risk perception. * Southern Copper and Andean region face policy and permitting challenges. * Frontier regions and African critical mineral projects attract supply chain diversification interest.
87. https://www.kbur.com/2026/04/07/a-u-s-department-of-energy-expert-says-building-a-first-of-its-kind-small-modular-nuclear-reactor-would-likely-cost-around-four-billion-dollars-and-take-up-to-five-years-to-build/ - * A U.S. Department of Energy expert states building a first-of-its-kind small modular nuclear reactor would likely cost around four billion dollars and take up to five years. * Michelle Zietlow Miller briefed Governor Reynolds’ Nuclear Energy Task Force, discussing potential cost reductions through federal and state tax credits. * The presentation suggests a developer would finance and build the reactor, with a utility taking ownership upon completion. * An estimated 1,600 full-time employees would be needed to operate the plant. * The article focuses on nuclear energy policy, infrastructure, and development in the United States.
88. https://www.nucnet.org/news/china-announces-start-of-construction-at-jinqimen-2-nuclear-plant-4-2-2026 - • Construction licences issued for Units 1 and 2 at Jinqimen in February 2025. • First concrete poured for Unit 1 in August 2025. • Six Hualong One units planned at the site near Ningbo, Zhejiang province. • CNNC Zhejiang Energy Company will own and operate the units, each with 1,200 MW capacity. • Jinqimen will generate 55 billion kWh annually, half of Ningbo’s last year’s electricity use. • China has 60 operational nuclear plants and 35 under construction, not including Jinqimen-2. • China aims to be the world’s largest nuclear generator, with capacity expected to reach 70 GW by 2025.
89. https://www.nucnet.org/news/us-doe-chooses-two-new-cutting-edge-nuclear-projects-to-work-with-anl-4-2-2026 - * The US Department of Energy (DOE) has chosen two projects to advance nuclear technologies. * Projects involve private industry and Argonne National Laboratory (ANL). * Selections are part of the DOE’s Gateway for Accelerated Innovation in Nuclear (Gain) programme. * The programme aims to accelerate commercialisation of advanced nuclear technologies. * Collaborations are with Zeno Power Systems and NuCube Energy.
90. https://www.devdiscourse.com/article/law-order/3865034-500-mwe-prototype-fast-breeder-reactor-attains-first-criticality-strengthening-energy-security - * India’s 500 MWe Prototype Fast Breeder Reactor (PFBR) achieves first criticality on April 6. * Developed by IGCAR and constructed by BHAVINI, under the Department of Atomic Energy. * Signifies a technological and strategic milestone in India’s three-stage nuclear programme. * Uses fast breeder technology, employing MOX fuel and capable of breeding new fuel from Uranium-238. * Aims to reduce dependence on imported uranium and support long-term sustainability through thorium utilisation. * Demonstrates indigenous technology, safety standards compliance, and contribution to India’s energy security and climate goals.
91. https://newsblare.com/science/india-prototype-fast-breeder-reactor-achieves-criticality-in-major-nuclear-milestone/ - * India’s indigenously designed Prototype Fast Breeder Reactor (PFBR) at Kalpakkam achieved criticality, marking a nuclear milestone. * Prime Minister Modi praised the achievement and highlighted its significance for India’s civil nuclear programme. * The 500 Megawatt reactor is part of India’s three-stage nuclear strategy, focusing on utilisation of thorium reserves. * It advances India’s position in nuclear technology, aiming to be the second country after Russia with a commercial fast breeder reactor.
92. https://interestingengineering.com/energy/us-antares-doe-approval-mark0-reactor-demonstrator - * Antares received a Documented Safety Analysis from DOE for its Mark0 demonstrator reactor. * The milestone paves the way for the reactor’s startup approval, targeted before 4th July. * Antares aims to validate safety, physics, and control systems during the demonstration. * The company plans to use the same reactor for its Mark1 demonstration and future electricity generation. * The DOE intends to have at least three advanced reactors critical before July 2026 as part of its Reactor Pilot Program.
93. https://forumias.com/blog/indias-nuclear-energy-program-explained-pointwise/ - * On 6 April 2026, India's Prototype Fast Breeder Reactor at Kalpakkam reached criticality, making India the second country after Russia with advanced fast breeder reactor technology. * India’s three-stage nuclear energy programme, conceived by Dr. Homi J Bhabha, aims at energy independence by utilising uranium and thorium resources. * Key milestones include establishment of institutions such as TIFR, AEC, DAE, and the Bhabha Atomic Research Centre, and the commencement of Stage II reactor core loading in 2024. * The 2025 SHANTI Act enabled private sector participation in nuclear power. * Challenges include high costs, insufficient capacity, safety concerns, and diplomatic hurdles due to non-ratification of NPT and NSG membership.
94. https://www.rp.pl/opinie-ekonomiczne/art44111651-eksperci-jak-ograniczyc-ryzyko-blackoutow-takich-jak-ten-sprzed-roku-w-hiszpanii - • The article recounts Spain's near-total blackout in April 2025, caused by low synchronic generation and high renewable input. • It emphasizes the role of synchronic generators like nuclear and hydro in stabilising the grid. • Technical causes include high wind and solar penetration, with insufficient base load from traditional synchronous plants. • Recommendations include maintaining at least 30% synchronic generation and increasing nuclear power for grid resilience. • The article advocates for nuclear energy's strategic importance in stabilising the electricity system and supporting energy independence.
95. https://energynews.pro/en/india-achieves-first-chain-reaction-in-its-fast-breeder-reactor-at-kalpakkam - * India conducts first chain reaction in fast breeder reactor at Kalpakkam. * Prime Minister Narendra Modi describes it as a significant step for India's civil nuclear programme. * The event demonstrates India's nuclear technological capabilities and advances thorium exploitation. * India operates around twenty nuclear reactors with a total capacity of over 8,000 MW. * The country aims to quadruple nuclear capacity and increase private sector involvement.
96. https://www.powermag.com/westinghouse-files-to-update-ap1000-design-certification-make-vogtle-expansion-the-u-s-reference-plant/ - * Westinghouse asked NRC to renew and update the AP1000 reactor design certification, proposing Vogtle Unit 4 as the standard reference plant for future projects in the US. * The revision aims to streamline licensing, reduce costs, and support fleet-scale deployment of AP1000 reactors. * Six AP1000 units are operating in China and Georgia, with 14 under construction worldwide. * The US government and industry partners are pushing for new reactors, with a potential investment of at least $80 billion. * NRC’s update incorporates lessons learned from Vogtle and aims to facilitate future large light-water reactor projects.
97. https://www.marketbeat.com/instant-alerts/peninsula-energ-otcmktspenmf-trading-down-05-heres-what-happened-2026-04-06/ - * Peninsula Energy's stock fell 0.5% during trading on Monday, trading at $0.4109. * The decline involved a trading volume of 5,000 shares, 84% below the average volume. * Peninsula Energy focuses on uranium mining and development, specifically in-situ recovery in Wyoming's Powder River Basin. * The company's primary asset is the Lance Projects, operated under license from the U.S. Nuclear Regulatory Commission. * The company also holds exploration rights for satellite deposits nearby.
98. https://www.nsenergybusiness.com/analysis/uk-smr-competition-tender-update/ - * Rolls-Royce SMR requests justification decision for its 300 MW PWR design in the UK. * UK authorities, including DEFRA, to review the application amid ongoing GDA process. * Rolls-Royce SMR completes Step 2 of GDA, moving to detailed assessment. * UK Government funds and private capital support the project. * Multiple companies, including GE-Hitachi, Holtec, Westinghouse, and NuScale, progress in SMR development in the UK. * The UK government aims for operational SMRs by the mid-2030s and a quarter of electricity from nuclear by 2050.
99. https://www.irishtimes.com/opinion/2026/04/07/eamon-ryan-irelands-future-energy-needs-must-be-met-by-renewables-and-nuclear/ - * The Irish Minister for Environment, Climate and Communications, Eamon Ryan, advocates for the integration of renewables and nuclear power to meet Ireland’s future energy needs. * The article discusses recent geopolitical energy crises and Europe’s dependency on imported fossil fuels. * It highlights the importance of reducing reliance on fossil fuels through renewable energy, nuclear power, and European industrial policies. * The Irish government aims to accelerate legislative frameworks to enhance energy independence and lower electricity prices. * The article underscores Ireland’s strategic position in European energy policy amid ongoing global conflicts.
100. https://kalkinemedia.com/au/stocks/energy/uranium-sector-developments-with-peninsula-energy-asxpen - * Peninsula Energy operates within the uranium and energy sector in Australia. * The company seeks quotation for newly issued shares on the ASX. * Uranium exploration and resource development are central to its activities. * The energy sector includes resource supply, infrastructure, and market indices like the All Ordinaries. * Capital management activities, including share issuance, support exploration and development. * Sector developments are influenced by resource demand, regulatory compliance, and technological progress.
101. https://www.ndtvprofit.com/science/india-s-flagship-atomic-reactor-reaches-criticality-milestone-11320937 - * India’s Prototype Fast Breeder Reactor (PFBR) at Kalpakkam attained criticality, marking a key development in nuclear energy. * Prime Minister Narendra Modi highlighted the reactor’s ability to produce more fuel than it consumes. * The project is part of India’s three-stage nuclear power programme, focusing on thorium reserves. * The 500-megawatt sodium-cooled reactor has been under development for over 20 years and is operated by BHAVINI. * The development signifies progress in India’s civilian nuclear ambitions and utilisation of abundant thorium reserves.
102. https://lanouvelletribune.info/2026/04/nucleaire-civil-la-russie-signe-une-feuille-de-route-avec-lethiopie-pour-la-production-delectricite/ - * On 31 March 2026, Ethiopia and Russia signed a roadmap for civil nuclear energy development in Addis-Abeba. * The document was signed between the Ethiopian Atomic Energy Commission and Russian state company Rosatom. * The roadmap outlines technical, institutional, and operational collaboration, including training and feasibility studies. * The initiative aims to diversify Ethiopia's electricity sources, reducing reliance on hydroelectricity. * Russia has ongoing nuclear projects in Africa, including Egypt's El-Dabaa plant and collaborations with Nigeria, Rwanda, and Zambia. * The partnership seeks to strengthen energy security and low-carbon capacity in Ethiopia and other African nations.
103. https://www.aussiestockforums.com/threads/cxu-cauldron-energy-limited.16691/?utm_source=rss&utm_medium=rss - * Cauldron Energy's Yanrey Uranium Project has seen renewed interest after a period of decline, with recent price increases. * First four drill holes at Manyingee South have intersected significant high-grade uranium mineralisation along a 1.5 km strike, open in all directions. * Drilling indicates similarities to Paladin’s nearby Manyingee Deposit, with uranium potentially in a palaeochannel similar to known deposits. * Exploration at Yanrey covers over 80 km of ancient sedimentary coastline, with multiple prospective palaeochannels identified for testing. * Cauldron holds the largest tenement area in the region, targeting further uranium deposits through exploration.
104. https://www.zerohedge.com/energy/iran-conflict-spotlights-nuclear-energy-key-global-energy-security - * The disruptions to Iran’s energy infrastructure and Strait of Hormuz underscore the fragility of global oil supplies. * Jay Yu of Nano Nuclear Energy promotes nuclear power as a reliable, domestic energy source amid geopolitical risks. * Nano Nuclear Energy submitted a construction permit application for the KRONOS MMR microreactor to the U.S. Nuclear Regulatory Commission. * The KRONOS MMR is among the first Generation IV designs to reach this milestone in the US. * The focus on nuclear energy is driven by climate goals, AI infrastructure needs, and geopolitical risks, reinforced by recent oil market volatility and supply chain threats.
105. https://tass.com/economy/2112395 - * Rosatom delivered its first nuclear fuel shipment to China’s Xudapu NPP in Liaoning Province. * The initial fuel loading enables the launch of the VVER-1200 power unit. * The fuel was manufactured at Novosibirsk Chemical Concentrates Plant. * This marks a new destination in Russia’s nuclear fuel supply to China. * Four new VVER-1200 reactors are under construction in China, including at Tianwan and Xudapu NPPs.
106. https://www.powermag.com/nuclear-recycling-has-reached-a-prime-moment-and-the-u-s-may-be-running-out-of-time/ - • A think tank advocates for federal policy to support commercial nuclear fuel recycling in the U.S. • The assessment highlights economic, proliferation, and waste management barriers as shifting in favour of recycling. • Policy proposals include formal endorsement, legislative updates, and support for new recycling facilities. • The report emphasises timing concerns due to domestic uranium supply issues and international competition. • Recommendations aim to establish a comprehensive nuclear waste and fuel recycling strategy, with recent legislative and executive developments underlining urgency.
107. https://www.news18.com/india/indigenous-fast-breeder-reactor-a-step-to-harnessing-indias-thorium-reserves-pm-modi-ws-l-10018130.html - * Prime Minister Narendra Modi announced the Prototype Fast Breeder Reactor at Kalpakkam, Tamil Nadu, attained criticality. * The reactor marks a key step in India's civil nuclear programme and thorium reserves utilisation. * The reactor is capable of producing more fuel than it consumes, reflecting India's scientific and engineering prowess. * This development is part of India's third stage nuclear initiative to harness thorium reserves. * Union Home Minister Amit Shah highlighted its significance for global power production and India's energy security.
108. https://forumias.com/blog/transforming-indias-nuclear-power-landscape/ - * India aims to increase nuclear capacity from 8.8 GW to 100 GW by 2047 as part of its energy transition and net-zero goals. * The SHANTI Act, 2025 replaces earlier laws, facilitating private and foreign participation. * The expansion requires over $200 billion investment, with policies to develop indigenous technologies and SMRs. * Challenges include high costs, project delays, regulatory gaps, and international collaboration issues. * The way forward involves technology indigenisation, regulatory reforms, and deployment of small modular reactors.
109. https://www.jdsupra.com/legalnews/nrc-finalizes-a-new-risk-informed-6300132/ - * On March 25, 2026, the U.S. Nuclear Regulatory Commission (NRC) approved a new Part 53 rule for licensing commercial nuclear plants, including advanced reactor technologies. * The rule introduces a risk-informed, performance-based, and technology-inclusive framework, replacing prescriptive standards with high-level performance criteria. * It applies to a wide range of reactor types, including small modular reactors, microreactors, and non-light-water reactors. * The framework is optional, allowing continued use of Parts 50 or 52 for licensing. * The rule aims to modernise nuclear regulation, support innovative reactor deployment, and streamline environmental and security processes.
110. https://www.radioiowa.com/2026/04/06/iowas-nuclear-energy-task-force-gets-report-on-costs/ - * A U.S. Department of Energy expert estimates the cost of constructing a small modular nuclear reactor at around $4 billion, with a construction timeline of up to five years. * Michelle Zietlow Miller briefed Iowa Governor Reynolds’s Nuclear Energy Task Force on financing strategies, including federal and state tax credits. * The presentation suggested potential employment of around 1600 full-time staff to operate such reactors. * Currently, two small modular nuclear reactors operate globally — one in Russia (2020) and one in China (2023), with upcoming projects in Texas and Wyoming.
111. https://forumias.com/blog/transforming-indias-nuclear-power-landscape/ - * India aims to expand nuclear capacity from 8.2 GW to 100 GW by 2047, linked to net-zero emissions goals. * The SHANTI Act, 2025 replaces earlier laws, enabling private participation and regulatory reform. * The expansion requires over $200 billion in investment, with technological and institutional reforms underway. * Challenges include high costs, project delays, regulatory gaps, and international collaboration issues. * The way forward involves indigenisation, deployment of small modular reactors, R&D focus, and regulatory reforms.
112. https://www.jdsupra.com/legalnews/nrc-finalizes-a-new-risk-informed-6300132/ - *On March 25, 2026, the U.S. Nuclear Regulatory Commission approved a new Part 53 for licensing commercial nuclear plants, including advanced reactors, SMRs, and microreactors.* *The framework shifts to performance-based safety standards and probabilistic risk assessments, replacing old prescriptive rules.* *The new rule offers flexibility in siting, construction, staffing, and licensing, aimed at modernising nuclear regulation.* *The NRC also amended environmental review procedures to streamline licensing processes.* *The regulatory reform supports innovation and deployment of next-generation nuclear technologies, with ongoing guidance development and implementation challenges.*
113. https://www.radioiowa.com/2026/04/06/iowas-nuclear-energy-task-force-gets-report-on-costs/ - * A U.S. Department of Energy expert estimates the cost of a first-of-its-kind small modular nuclear reactor at around $4 billion, with a five-year construction timeline. * Michelle Zietlow Miller briefed Iowa’s Governor Reynolds’ Nuclear Energy Task Force on project costs, financing, and workforce requirements. * Federal and state tax credits are discussed as means to reduce project costs, with potential for inter-state collaboration. * It is likely that a developer will finance and construct the reactor, with a utility owning it upon completion. * Currently, two small modular reactors are operational: Russia’s since 2020 and China’s since 2023; new reactors are planned in Texas and Wyoming in the next decade.
114. https://www.etftrends.com/nuclear-energy-content-hub/uranium-conversion-capacity-set-major-expansion/ - * Solstice announced a production ramp at its Illinois plant, projecting over 10,000 metric tonnes of UF6 in 2026, a 20% increase from 2024. * Uranium Energy Corp launched a new UF6 conversion facility through its subsidiary UR&C, aiming for about 10,000 metric tonnes per year. * FluxPoint Energy plans to build the first new US uranium conversion facility in nearly 70 years, with initial output of 2,500 metric tonnes, expandable to 10,000. * These projects enhance US domestic capacity, aligning with energy independence and supply security policies, supporting reactor and advanced reactor fuel needs.
115. https://www.financialcontent.com/article/marketminute-2026-4-6-energy-markets-in-turmoil-world-bank-reports-historic-594-surge-in-european-gas-as-middle-east-tensions-choke-supply - * The World Bank reports a 59.4% rise in European natural gas prices for March 2026. * The increase is driven by the Siege of Hormuz and Qatar infrastructure damage caused by regional proxy strikes. * The surge has led to a 41.6% rise in the global energy index and heightened geopolitical tensions. * European companies face supply vulnerabilities; US LNG exporters benefit from high prices. * The event prompts policy shifts in Europe, including accelerated nuclear expansion and offshore wind projects.
116. https://powerline.net.in/2026/04/06/towards-a-reliable-resilient-power-system/ - * The Indian government promotes green hydrogen through the National Green Hydrogen Mission, focusing on scaling renewable energy, technological innovation, and expanding demand across sectors. * India is developing its nuclear energy sector with policy reforms, safety improvements, and expansion plans, including small modular reactors. * India seeks to strengthen regional power cooperation, optimise power trading, and build a resilient, digital grid supported by advanced transmission and storage technologies. * Financing mechanisms and international collaboration are key to supporting India’s large-scale renewable and nuclear projects. * India aims to become a global manufacturing hub for clean energy components under Industry 4.0, leveraging standards, quality control, and digital twins. * Energy storage and grid digitalisation are recognised as crucial for integrating high renewable capacity, with focus on batteries, thermal storage, and artificial intelligence. * Policy coordination between centre and states remains vital to accelerate energy transition, infrastructure development, and private sector participation. * India’s strategic focus is on energy independence, decarbonisation, and establishing competitive low-carbon energy industries for global export.
117. https://www.mining-technology.com/news/eagle-27000ft-drilling-aurora-uranium-project/ - * Eagle Nuclear Energy to begin a 27,000ft drilling programme at the Aurora Uranium Project in early July. * The programme includes 47 diamond drill holes and aims to support a pre-feasibility study (PFS). * Drilling will focus on resource expansion, classification, metallurgy, and geotechnical analysis. * Data will contribute to studies for future development and PFS completion by late 2027. * Eagle collaborates with BBA USA and SLR International on planning and permitting for the project.
118. https://www.counterpunch.org/2026/04/06/secrets-and-shortcuts-the-us-uranium-enrichment-rush/ - * The US is pursuing its own uranium enrichment facilities, with a proposed plant in Paducah, Kentucky, estimated to cost $1.76 billion. * Details of the application for Global Laser Enrichment LLC are heavily redacted, citing secrecy and regulatory shortcuts. * The project faces environmental concerns due to its location on wildlife land and its wastewater discharges. * The safety evaluation report has been delayed and not publicly disclosed, while public comments are sought without access to full safety data. * The initiative is part of a broader US strategy to reduce reliance on foreign sources, particularly Russia, for uranium enrichment.
119. https://vishnuias.com/small-modular-reactors-india-nuclear-energy-roadmap/ - * Small Modular Reactors (SMRs) are emerging as a solution in India’s nuclear energy roadmap, aiming to expand capacity from 8 GW to 100 GW by 2047. * SMRs offer low-carbon, reliable, and scalable power for industrial sectors and grid stability. * They facilitate cost efficiency through modularisation and private sector participation. * SMRs support decarbonisation of industries such as steel, cement, and data centres. * Challenges include regulatory frameworks, financing, and fuel management, with India utilising its thorium-based program. * SMRs are seen as key to India’s energy transition, advancing net-zero targets and industrial growth.
120. https://www.latimes.com/environment/story/2026-04-02/la-enviro-diablo-canyon-final-clearance - * The Nuclear Regulatory Commission renewed Diablo Canyon’s licence, allowing operation through 2030. * The plant was originally set to close in 2025, with a five-year extension granted in 2022. * The permit approval follows environmental agreements and water discharge permits in California. * Lawmakers and regulators have shown interest in extending its life to 2045. * Opposition groups have challenged water permits and future extension plans.
121. https://www.marketbeat.com/originals/nuclears-pullback-a-generational-buying-opportunity/ - * Investors are witnessing a 10% decline in key nuclear sector benchmarks over 30 days. * Long-term fundamentals remain strong due to energy security, decarbonization, and AI-driven demand. * The article discusses investments across the nuclear value chain, including uranium mining, power generation, equipment supply, and future reactor technologies. * Companies highlighted include Sprott Uranium Miners ETF, Cameco, Constellation Energy, BWX Technologies, NuScale Power, and Oklo Inc. * The long-term outlook supports nuclear's role within energy transition and energy independence strategies.
122. https://ec.ltn.com.tw/article/breakingnews/5394473 - * The National Atomic Energy Institute in Taiwan initiates SMR research, with expectations for commercial production and power generation by 2035. * The institute has identified three SMR technologies that can reduce high-level nuclear waste by over 70%. * The government supports advanced nuclear energy, including SMR and nuclear fusion, with ongoing research projects and plans for policy evaluation. * The institute estimates that some light water SMRs could be commercially available by 2030, with the first Taiwanese SMR likely operational around 2035-2036. * Additional research is underway on alternative reactor systems like ADS, SFR, and TMSR to reduce nuclear waste and environmental impact.
123. https://www.moabtimes.com/articles/utah-wants-to-build-a-massive-federal-nuclear-facility-near-great-salt-lake/ - - Utah announces its strategy to seek a federal nuclear campus to support nuclear lifecycle activities and advanced reactor deployment. - The proposal aims to support tens of thousands of jobs and generate billions of dollars, with the site prioritised for its geology, climate, infrastructure, and location. - The state has not finalised its proposal but is considered a strong candidate, with a decision expected within six months. - Legislation has been passed to explore nuclear fuel recycling, establish a nuclear regulatory office, and attract federal support, as part of the governor’s ‘Operation Gigawatt’ plan. - Public safety concerns are addressed with assertions of safety and examples of existing nuclear material transport in Utah.
124. https://www.thehindu.com/opinion/lead/transforming-indias-nuclear-power-landscape/article70827256.ece - * India’s 2025-26 Budget speech announced a target to increase nuclear power capacity from 8,180 MW to 100 GW by 2047. * The SHANTI Act, introduced in December 2025, aims to involve private companies and revise nuclear liability frameworks. * India’s current nuclear capacity is 8.8 GW, managing 24 plants, with plans to expand and indigenise reactor designs. * India aims to reach over 2,000 GW capacity to achieve Viksit Bharat levels, considering nuclear a key baseload energy source. * The Act and reforms seek to enhance private and foreign investment, develop indigenous Small Modular Reactors, and modify regulatory frameworks.
125. https://www.zerohedge.com/energy/doe-fy27-budget-requests-45-billion-nuclear-funding - * The US Department of Energy's FY2027 budget proposal requests nearly $54 billion, with about 80% allocated to nuclear energy and deterrence programs. * The funding includes a $3.6 billion increase for the National Nuclear Security Administration (NNSA), supporting warhead modernisation and nuclear technology. * Environmental Management receives $8.2 billion, primarily for legacy waste cleanup and site remediation. * An additional $3.5 billion is requested to rapidly deploy firm baseload power, likely involving nuclear and geothermal energy. * The overall budget emphasises nuclear deterrence, legacy stewardship, and energy security within the US energy strategy.
126. https://www.iltempo.it/esteri/2026/04/05/news/ricetta-europa-incubo-lockdown-consumare-meno-petrolio-47151450/ - * Article criticises European Commission's focus on urging citizens to consume less amid energy crisis. * Highlights Europe's stagnation in nuclear and alternative energy sources, and lack of a unified energy strategy. * Notes Italy's efforts to diversify energy sources by engaging with Africa, the US, and Arab nations. * Calls for immediate governmental action on infrastructure and nuclear strategy, emphasising political will and sovereignty. * Warns against relying on public behavioural measures and stresses the need for political leadership to address energy independence and security.
127. https://oilprice.com/Energy/Energy-General/Britain-Urges-G7-to-Accelerate-Clean-Energy-Push-Amid-Global-Turmoil.html - * Britain advocates for faster adoption of renewable and nuclear energy during G7 Foreign Ministers' meeting in France, 26–27 March. * UK government, led by Rachel Reeves, promotes diversifying energy sources to enhance energy security and reduce reliance on fossil fuels. * Evidence shows limited gas production from North Sea licences granted by Conservatives; criticised for ineffective energy security measures. * Ongoing Iran and Middle East conflicts highlight global dependence on fossil fuels, prompting calls for increased renewable capacity. * International Energy Agency urges countries to expand green energy and secure supply chains to mitigate geopolitical risks.
128. https://www.newcivilengineer.com/latest/amentum-jv-to-engineer-wylfa-smrs-as-holtec-reactor-steps-closer-to-deployment-at-cottam-01-04-2026/ - * Amentum-led joint venture awarded a £300M contract as owner’s engineer for the UK’s first SMRs at Wylfa, with a 14-year scope and potential for up to eight reactors. * Holtec’s SMR-300 design passed GDA Step 2, moving closer to deployment at Cottam, Nottinghamshire, on the site of a former coal power station. * Regulators found no fundamental safety or environmental issues with Holtec’s design at this stage. * Holtec partners include EDF Energy and Tritax, with a project value up to $11bn (£8.2bn). * The Wylfa project aims to expand low-carbon electricity generation, with Rolls‑Royce SMR involved as the technology developer.
129. https://www.marketbeat.com/instant-alerts/filing-myriad-asset-management-us-lp-has-501000-stake-in-cameco-corporation-ccj-2026-04-05/ - * Myriad Asset Management US LP decreased its holdings in Cameco by 72.0% during the fourth quarter, owning 5,478 shares valued at $501,000. * Cameco's stock opened at $112.52, with a 52-week low of $35.00 and a high of $135.24. * The company reported quarterly earnings of $0.36 per share, surpassing estimates, with revenue of $874.57 million. * Analysts have maintained perspectives on Cameco, with some upgrades and price target increases. * Cameco is a producer of uranium, engaging in exploration, mining, and sale of uranium concentrate, primarily in Canada and the US.
130. https://www.investing.com/news/economy-news/does-the-iran-war-herald-nuclear-momentum-4597594 - • The ongoing Iran conflict shifts the energy security focus from hydrocarbons to nuclear power. • Uranium's logistical advantages make nuclear energy less vulnerable to maritime disruptions, highlighting its strategic value. • Bernstein reports that uranium's compact transport needs could foster increased investment in nuclear infrastructure. • The geopolitical tensions are seen as a catalyst for a global shift towards nuclear energy, reducing reliance on oil and LNG. • Investors view nuclear as a stabilising energy source amid fragile hydrocarbon markets.
131. https://hindupost.in/science-technology/shanti-act-bharat-bets-big-on-nuclear-energy/ - • The SHANTI Act 2025 was passed by the Indian Parliament and received presidential assent in December 2025. • The Act reflects India’s strategic commitment to nuclear energy and clean, sustainable power. • India’s Nuclear Energy Mission aims for net zero carbon emissions by 2070. • The legislation modernises India’s civil nuclear legal framework, replacing previous acts. • The policy aligns with India’s broader energy transition and global nuclear sector roles.
132. https://hindupost.in/science-technology/shanti-act-bharat-bets-big-on-nuclear-energy/ - • India passes the SHANTI Act 2025, with policy backing received in December 2025. • The Act modernises India's civil nuclear legal framework, repealing previous laws. • India aims for net zero carbon emissions by 2070 through its nuclear mission. • The government’s long-term policy reflects a strategic commitment to nuclear energy growth. • The policy aligns with broader convergence between artificial intelligence and nuclear energy.
133. https://natlawreview.com/article/navigating-nuclear-highlights-nrcs-2026-regulatory-information-conference - • The US Nuclear Regulatory Commission (NRC) hosted its 38th annual Regulatory Information Conference (RIC) in March 2026. • The conference discussed regulatory changes, industry progress, and technological advancements. • NRC emphasised ongoing regulatory reforms, including new licensing pathways for microreactors and risk-informed reactors. • Progress was noted on licensing decisions in 2025, such as TerraPower, NuScale design, Palisades restart, and digital instrumentation at Limerick. • The agency is focused on implementing reforms under Executive Order 14300, with changes to reactor-licensing and new regulations for fusion technology under consideration.
134. https://delawarelive.com/two-paths-on-power-competing-plans-emerge-to-address-rising-electric-bills-in-delaware/ - * Delaware policymakers debate long-term energy reforms versus targeted relief for rising electricity costs. * The long-term approach considers reducing costs via carbon pricing, renewable mandates, and nuclear energy. * The short-term approach involves expanding assistance programs and direct bill support for vulnerable households. * Discussions include the role of offshore wind, transmission dependence, and market structure in energy costs. * Timing and tradeoffs between immediate aid and infrastructure-based strategies are highlighted.
135. https://www.ad-hoc-news.de/boerse/news/ueberblick/forsys-metals-receives-capital-infusion-and-insider-vote-of-confidence/69077731 - * Forsys Metals secures approximately 18.9 million CAD through private placement to fund uranium exploration in Namibia. * Insider Pierfranco Malpenga increases stake by 8.6%, signalling internal confidence. * Positive drill results from Valencia deposit support project development progress. * The company's market capitalisation is roughly 89 million CAD, with stock gaining 19% this year. * Stock remains volatile with recent price at 0.22 euros, below 52-week high of 0.48 euros, and volatility exceeding 94%.
136. https://simplywall.st/stocks/ca/energy/tsx-cco/cameco-shares/news/if-you-believe-in-the-nuclear-renaissance-then-these-three-s - * The article discusses nuclear power's role in the energy transition, highlighting three companies: Cameco, NANO Nuclear Energy, and GE Vernova. * Cameco provides uranium and services across the nuclear fuel cycle, with a significant market cap and long-term contracts. * NANO Nuclear Energy develops microreactors and fuel services, with progress in licensing and regional MOUs but high development risks. * GE Vernova offers equipment and services for nuclear and renewable power, with high revenue but a high P/E ratio and project risks. * The article frames nuclear power as central to achieving reliable, carbon-free energy, with companies positioned at different points in development and market maturity.
137. https://neutronbytes.com/2026/04/04/a-long-strange-trip-diablo-canyon-licenses-renewed-for-20-years/ - * The NRC renewed licenses for Diablo Canyon Nuclear Power Plant for 20 years, with units 1 and 2 licences expiring in 2044 and 2045 respectively. * The review included safety and environmental assessments, with documents available on the NRC website. * PG&E requires state legislative approval to operate beyond 2030, subject to environmental permits and land conservation measures. * The plant produces about 2,200 MW, supplying 8.5% of California’s electricity. * Legislation and regulatory decisions have reversed plans to shut the plant by 2025, extending its operation to at least 2030.
138. https://www.observer24.com.na/etango-works-progress-within-budget/ - * Early construction works at the Etango Uranium Project are progressing on schedule in Namibia. * Over 560 contractor personnel are deployed and more than 500,000 LTI-free hours recorded. * Bulk earthworks are about 66.5% complete; concrete works are progressing with 32% of planned volume poured. * Installation of the water supply pipeline is about 70% complete; engagements with NamWater are ongoing. * Bannerman has signed an agreement with NamPower for power supply; design work for substation is underway. * Project development is advancing, with a final investment decision and full construction expected later in 2026. * The project aims to support future uranium supply amid increasing demand for nuclear energy.
139. https://www.theguardian.com/environment/2026/mar/29/rachel-reeves-to-tell-g7-accelerating-shift-to-clean-energy-is-best-defence-against-energy-price-shocks - * Rachel Reeves announced to G7 that fast-tracking renewables and nuclear is essential to prevent future energy crises and insulate economies from oil and gas price shocks. * She stated that the government will implement the Fingleton review to expedite nuclear power projects. * Reeves rejected calls to issue new oil and gas licences, arguing they would not lower consumer bills or enhance energy security. * The G7 meeting will include discussions on sanctions, energy resilience, and contingency planning for the Strait of Hormuz. * Kemi Badenoch advocated for increased North Sea drilling and removal of green taxes to lower energy bills, but acknowledged drilling would not directly reduce bills.
140. https://cowboystatedaily.com/2026/03/29/wyoming-poised-to-play-larger-role-as-nuclear-industry-reaches-turning-point/ - * The Nuclear Regulatory Commission approved TerraPower’s construction permit for the Natrium reactor in Kemmerer, marking a significant milestone in the US nuclear sector. * The NRC identified over 20 sites across the US for potential large-scale nuclear plant development. * TerraPower has begun construction on non-regulatory components of its Kemmerer plant, including a Test and Fill Facility. * The US aims to increase nuclear capacity significantly by 2050, with bipartisan policy support and private sector investment. * Wyoming positions itself as a future nuclear fuel cycle hub, with opportunities in conversion, enrichment, and waste management.
141. https://www.fool.com/investing/2026/04/04/2-nuclear-energy-stocks-to-buy-in-2026/ - * Bank of America analysts highlight a nuclear renaissance driven by surging electricity demand and AI growth. * NuScale Power specialises in small modular reactors (SMRs) with plans to scale and develop modular nuclear technology. * NuScale's first reactors face delays, with no clear cost or timeline estimates yet. * Oklo is a close-to-market SMR company with an extensive deal pipeline and expected deployment by 2027. * Bank of America rates Oklo as a buy with a $127 target, considering it the leading pure-play SMR stock. * Both companies are positioned to benefit from increasing data centre electricity needs and AI-driven demand.
142. https://www.washingtonexaminer.com/op-eds/4515340/iran-war-global-markets-dictate-american-energy-prices/ - * Following U.S. and Israeli strikes on Iran, shipping traffic through the Strait of Hormuz collapsed, causing a spike in oil and gas prices. * Despite increased U.S. energy production, global commodity market dynamics cause price shocks. * The article highlights the development of advanced nuclear reactors, including TerraPower’s Natrium reactor in Wyoming, with a target operational date of 2030. * Small Modular Reactors (SMRs) are progressing from prototypes to deployable, portable nuclear energy solutions. * The author advocates for expanding nuclear power and diversifying energy sources to insulate America from global disruptions.
143. https://ca.finance.yahoo.com/news/purepoint-uranium-ceo-discusses-exploration-120004001.html - * Purepoint Uranium Group reports progress at its Dorado uranium exploration project in northern Saskatchewan. * The company made a recent discovery within the Nova zone, intersecting high-grade uranium mineralisation. * The discovery involved four drill holes and indicated a continuity trend. * The company collaborates with partners including Cameco, Orano, and ISOEnergy. * The company plans further drilling to understand the mineralisation system and refine exploration targeting.
144. https://www.columbian.com/news/2026/mar/28/southeast-asia-revisits-nuclear-power-plans-for-ai-data-centers-as-iran-war-disrupts-energy-supplies/ - * Southeast Asian countries reconsider nuclear power plans due to energy supply disruptions caused by the Iran war. * Countries prepare to meet increasing energy demand, particularly for AI data centres. * Several nations revive mothballed nuclear projects and set ambitious targets. * Nearly half of the region could have nuclear energy by the 2030s if goals are pursued. * The article discusses regional energy strategies involving nuclear power.
145. https://news.google.com/rss/articles/CBMi1AFBVV95cUxNakg2cmhwRTJzMFI3d1lJUk15dXVmZ1FlZGo0RlBPdmV2cENRVjNQWE1BYjVqc3B0V1BlQTZJeDFxelVIc19udzhXZFBwWXNhWGlTdU5PUFdlbWdwVHFDSzNTc180eURlaDl6Rl9taDRTS200WHBHY0tndTdwWUF3bWx6VHc3cE1OTURKNzk3d21UU2k3ZW9RYjVrUVNNc3ZNZzlDYXVNV2VzNVU4M3EteG5acnRaQnZ0cmZsd3lwdkxNclJBV2s2VlNiRkRPdl9iWDlQMg?oc=5&hl=en-US&gl=US&ceid=US:en - * All New England governors issued a joint statement on March 31, 2026, exploring advanced nuclear energy technology. * Governors from both Democratic and Republican parties are seeking new sites for nuclear facilities and ensuring continued operation of existing plants. * Current nuclear facilities include Seabrook Station and Dominion Millstone Power Station; Pilgrim Nuclear Power Station shut down in 2019. * Electricity demand in the region is expected to increase by over 40% in 20 years, with peak demand doubling by 2045. * Governments plan to prioritise community consent and focus on safety, cost, and waste disposal concerns.
146. https://news.google.com/rss/articles/CBMi1AFBVV95cUxNakg2cmhwRTJzMFI3d1lJUk15dXVmZ1FlZGo0RlBPdmV2cENRVjNQWE1BYjVqc3B0V1BlQTZJeDFxelVIc19udzhXZFBwWXNhWGlTdU5PUFdlbWdwVHFDSzNTc180eURlaDl6Rl9taDRTS200WHBHY0tndTdwWUF3bWx6VHc3cE1OTURKNzk3d21UU2k3ZW9RYjVrUVNNc3ZNZzlDYXVNV2VzNVU4M3EteG5acnRaQnZ0cmZsd3lwdkxNclJBV2s2VlNiRkRPdl9iWDlQMg?oc=5&hl=en-US&gl=US&ceid=US:en - * All New England governors issued a joint statement on March 31, 2026, to explore advanced nuclear energy technology. * Governors aim to find new sites for nuclear facilities and ensure the continuation of existing nuclear power plants. * The region currently has Seabrook Station and Dominion Millstone Power Station; Pilgrim Nuclear Power Station shut in 2019. * The governors emphasised regional collaboration on energy, despite political differences. * The region expects a 40% rise in electricity demand over 20 years, with peak demand doubling by 2045.
147. https://www.deseret.com/utah/2026/03/27/cox-nuclear-recycling-facility-announcement/ - * Utah Governor Spencer Cox announced plans to develop a nuclear fuel recycling facility in Tooele County, Utah, aiming to reuse spent nuclear fuel and enhance energy independence. * The initiative involves legislation to expand nuclear regulatory authority and promote nuclear development in Utah. * Officials aim to submit a nuclear reprocessing proposal by April 1 and are exploring land on SITLA properties. * The project could create up to 10,000 jobs and addresses nuclear waste through reprocessing technology. * Interest from private companies in building the facility has been expressed, and Utah seeks agreement state status with the NRC.
148. https://www.ad-hoc-news.de/boerse/news/ueberblick/nexgen-energy-a-defining-project-for-the-uranium-sector/69068969 - * NexGen Energy receives final federal approval for Rook I project in Saskatchewan, aimed at production in 2026. * The project is projected to generate a $32.5 billion economic impact and produce up to 30 million pounds of uranium annually. * The company’s shares recommend a 'Buy' from 17 research firms, with an average target price of $14.63, and recent gains of 149%. * Institutional investors hold 81.1% of shares, with significant stakes by Hancock Prospecting. * The project is expected to create over 1,600 jobs during construction and over 700 permanent roles after completion.
149. https://www.newcivilengineer.com/latest/interview-wsp-and-motts-on-setting-the-blueprint-for-consenting-new-nuclear-with-wylfa-smrs-27-03-2026/ - * WSP and Mott MacDonald are working with Great British Energy-Nuclear (GBE-N) to secure planning consent for small modular reactors (SMRs) at Wylfa, Anglesey, North Wales. * The project aims to set a blueprint for future nuclear projects under UK’s new regulatory landscape following the Planning and Infrastructure Act and the National Policy Statement for Nuclear EN-7. * The UK government is overhauling its nuclear consenting system, targeting implementation by the end of 2027, based on recommendations from the Fingleton review. * The Wylfa project involves environmental assessment, regulatory compliance, and permit advice, with aims to demonstrate efficient, sustainable nuclear deployment. * The project prioritises community engagement, environmental and social benefits, and collaboration across teams to ensure timely delivery.
150. https://aif.ru/politics/world/sebe-v-ushcherb-evropa-razrabatyvaet-eshche-odin-zapret-na-syre-iz-rossii - * European countries continue developing plans to refuse Russian nuclear fuel, affecting five EU states with Russian or Soviet-designed reactors. * Total 18 nuclear power plants operate in these countries, with dependence on Russian uranium being significant. * Hungary, Finland, Czech Republic, and Bulgaria have high dependence, with Hungary relying on Russian and American suppliers by 2025. * Transition to alternative suppliers would be costly, complex, and take years due to certification and licensing processes. * Russia could redirect exports to Asian, Middle Eastern, and African countries where new atomic power stations are being built.
151. https://www.aol.com/articles/faced-energy-shock-europe-asks-231412495.html - * European countries are revising their nuclear strategies amid energy security concerns caused by geopolitical tensions and rising gas prices. * EU leaders, including Ursula von der Leyen, advocate for increased reliance on nuclear power, criticising the past phase-out. * Several nations like Italy, Belgium, Greece, and Sweden are reconsidering or reversing decisions against nuclear energy. * France remains the largest nuclear producer in Europe, with strong government support and Macron's advocacy. * The EU is investing in small modular reactors (SMRs) and EU research into fusion power as future low-carbon options. * Nuclear development faces challenges like long project timelines, waste concerns, safety, and high costs, especially for older reactors.
152. https://chamberbusinessnews.com/2026/04/03/small-modular-reactors-can-help-reduce-the-cost-of-nuclear/?utm_source=rss&utm_medium=rss&utm_campaign=small-modular-reactors-can-help-reduce-the-cost-of-nuclear - * Advanced nuclear technologies like SMRs promise to overcome high upfront costs and delays associated with traditional nuclear projects. * Historical projects such as Marble Hill, Vogtle Units 3 and 4, and Palo Verde faced significant cost overruns and delays. * The current shift to smaller, modular, repeatable reactor designs allows for factory fabrication, standardisation, and serial production. * Developers like Last Energy, Kairos Power, and NuCube Energy plan to use modular construction for faster deployment and cost reduction. * The approach of standardising designs and modular deployment aims to lower project risk, increase speed, and achieve economies of scale in nuclear energy.
153. https://www.aol.com/articles/faced-energy-shock-europe-asks-231412495.html - * European countries, including Belgium, Italy, Greece, Sweden, and the UK, are revising their nuclear energy policies amid energy supply concerns. * European Commission President Ursula von der Leyen described Europe's previous phase-out of nuclear power as a 'strategic mistake'. * France generates about 65% of its electricity from nuclear power; other countries like Germany phased out nuclear following the 2011 Fukushima disaster. * European support for nuclear energy is increasing, with plans for new laws, regulation streamlining, and investment in small modular reactors (SMRs). * The EU aims to develop fusion power and increase energy independence, but existing reactors are ageing and face long delays for new projects.
154. http://expansao.co.ao/mundo/detalhe/corrida-a-energia-nuclear-como-resposta-a-pior-crise-energetica-70715.html - * Africa do Sul aims to build 5,200 MW of nuclear capacity, beyond the 1,800 MW already produced, by 2050.* * 39 countries, including 7 African nations, signed a declaration to triple nuclear energy capacity by 2050.* * The global energy crisis, triggered by conflict in the Middle East, has prompted countries to explore nuclear and renewable energy sources.* * Egypt is building its first nuclear plant with Russian reactors, expected to supply 10% of its electricity.* * Taiwan considers revitalising nuclear power following disruptions caused by the Strait of Hormuz conflict.*
155. https://www.americanbankingnews.com/2026/04/03/hcm-ii-acquisition-q4-earnings-call-highlights.html - * Terrestrial Energy used its Q4 and full-year 2025 earnings call to review regulatory progress, supply chain activities, and commercial project developments for its IMSR molten salt reactor. * The company highlighted technological advantages such as affordability, operational flexibility, and scalability, with a serviceable market estimated over $1.4 trillion. * It completed a vendor design review with the Canadian Nuclear Safety Commission in 2023 and received US DOE awards supporting its reactor projects. * Commercial milestones include a planned full-scale IMSR plant at Texas A&M and collaborations with Ameresco; further site and project disclosures are expected in 2026. * Financial results for 2025 included a net loss of $28 million, with $298 million in cash and investments at year-end, supporting ongoing development activities.
156. https://ca.news.yahoo.com/nrc-extends-operating-license-californias-154123569.html - * The NRC approved a 20-year licence renewal for Diablo Canyon in California, allowing operation until 2044 and 2045. * The decision follows a three-year renewal process involving multiple state agencies. * Diablo Canyon, online since 1985, supplies about 9% of California’s electricity and 20% of emissions-free energy. * The renewal supports California’s clean energy goals and grid stability. * PG&E and state officials highlight the plant’s role in California’s energy future and climate commitments.
157. https://losalamosreporter.com/2026/04/03/the-presidents-budget-for-fy2027-has-been-released-requests-53-9-billion-in-discretionary-budget-authority-for-department-of-energy-386-million-cut-to-environmental-management/ - * The President's Budget for FY2027 requests $53.9 billion for DOE, with a focus on nuclear security and energy infrastructure. * The budget allocates $32.8 billion to NNSA, a 12% increase, to enhance nuclear deterrent capabilities. * It provides $8.2 billion for Environmental Management, focusing on legacy waste cleanup, including at Hanford. * Funding for green initiatives is reduced, reallocating funds towards energy affordability and critical minerals. * No funding is allocated for climate change or Green New Scam research, and international fusion project funding is cut. * The budget emphasizes domestic critical minerals production, advanced nuclear technologies, and energy security.
158. https://stephenheins.substack.com/p/the-us-energy-proof-of-concept - *The US under the current administration adopts a pragmatic energy strategy prioritising domestic resource development, nuclear, and diversified fuels.* *In early 2026, Iran’s blockade of the Strait of Hormuz caused global oil supply disruptions, price surges, and US production increases.* *U.S. response included naval escorts, strategic reserve releases, and boosting domestic output, ensuring energy stability.* *US nuclear licensing was reformed in May 2025 to support expansion, and coal is maintained through technology measures.* *Compared to Europe's strict Net Zero policies and reliance on imported LNG and oil, the US approach is positioned as more resilient.*
159. https://www.freemalaysiatoday.com/category/nation/2026/04/03/energy-a-priority-now-wan-fayhsal-says-amid-nuclear-shift-push - * Malaysian MP Wan Fayhsal Wan Ahmad Kamal emphasised nuclear energy as a 'macroeconomic necessity' in Malaysia's energy transition plans.* * The Iran war has exposed Malaysia’s energy vulnerabilities, reinforcing the need for nuclear power.* * Wan Fayhsal highlighted Malaysia’s thorium reserves and small modular reactors as potential solutions.* * Malaysia aims to lead regional energy security efforts and export clean power to ASEAN countries.* * Government and strategic partnerships are seen as vital for accelerating nuclear deployment.*
160. https://stephenheins.substack.com/p/the-us-energy-proof-of-concept - * The US administration's policy promotes domestic production of oil, natural gas, coal, and nuclear, aiming for energy independence. * Iran's blockade of the Strait of Hormuz caused significant oil supply disruptions in early 2026, leading to high oil prices. * The US responded with military escorts, insurance, and strategic reserves, maintaining crude production around 13.6 million barrels per day in 2026. * U.S. LNG exports helped supply Europe and Asia during the crisis, highlighting energy resilience. * The policy balances cleaner technologies, nuclear, and fossil fuels to ensure reliable, affordable energy, contrasting EU's net-zero approach.
161. https://atomicinsights.com/atomic-show-341-ho-nieh-chair-u-s-nuclear-regulatory-commission/ - * Ho Nieh, Chairman of the US Nuclear Regulatory Commission, discusses the agency's evolving role and regulatory frameworks. * The NRC's recent release of 10 CFR Part 53 aims to develop a risk-informed, performance-based licensing process for new reactors. * The agency is reconsidering the linear, no threshold radiation model as mandated by Executive Order 14300. * Nieh highlights the NRC’s independence and its mission to ensure safe, reliable, and affordable nuclear power. * The discussion emphasises the importance of nuclear energy for the US energy future and safety regulation.
162. https://www.insurancejournal.com/news/west/2026/03/26/863586.htm - * Marsh Risk has secured comprehensive insurance coverage for TerraPower’s Kemmerer Unit 1 in Wyoming. * The project is considered the nation’s first commercial-scale, advanced nuclear power plant approved for construction by the Nuclear Regulatory Commission. * The insurance placement involves US, London, and Bermuda insurers and marks the first direct access of a next-generation US nuclear plant to the commercial insurance marketplace. * The project includes a sodium-cooled fast reactor with molten salt energy storage, with construction expected to commence shortly. * The plant is developed through a public-private partnership with the US Department of Energy and will be the first utility-scale advanced nuclear plant in the US upon completion.
163. https://www.ilgiornale.it/news/affari-doro/bollette-ecco-perch-nucleare-deve-diventare-priorit-2643559.html - * Italy aims to reduce energy dependence, especially on gas imports, following geopolitical tensions in Iran, Russia, and North Africa. * The long-term strategy involves developing renewable energy and nuclear power, with nuclear project timelines estimated at 5 to 10 years. * A draft law for nuclear expansion, including small modular reactors (SMRs), is under consideration in Italy, with progress expected by 2030-35. * Italy currently lacks the regulatory framework needed to deploy nuclear energy. * The government and industry bodies are encouraged to prioritise nuclear development.
164. https://www.sondakika.com/ekonomi/haber-ozbekistan-da-nukleer-is-birligi-anlasmasi-19712682/ - * Uzbekistan and Rosatom agree on a comprehensive roadmap for nuclear energy cooperation, including a nuclear power plant (NGS) project in Taşkent.
165. https://www.dnews.com/northwest/big-announcement-could-help-make-new-wa-modular-nuclear-reactor-a-reality-349b94e1 - * X-energy, a company developing an advanced small modular reactor, plans to go public. * The IPO could raise up to $300 million, subject to SEC review. * The company is based in Rockville, Maryland, and submitted a draft registration statement to the SEC. * The initial project was planned near the Tri-Cities, but now will be at Dow’s Seadrift Operations in Texas. * Energy Northwest is working with Amazon on deploying an X-energy reactor near Richland, Washington, on leased federal land.
166. https://www.independent.co.uk/news/indonesia-malaysia-thailand-singapore-japan-b2945903.html - * Several Southeast Asian nations are reviving nuclear power plans, targeting deployment by the 2030s, to meet increasing energy demand and reduce reliance on fossil fuels. * Regional interest in nuclear energy has increased, driven by aims to meet surging power needs and the growth of data centres, especially in Malaysia. * Countries such as Vietnam, Indonesia, Thailand, and the Philippines are actively pursuing new nuclear projects. * The Iran conflict has heightened concerns about energy supply stability, accelerating nuclear ambitions in Southeast Asia. * The revival of nuclear energy in the region follows a global trend, with nearly 40 nations, including major powers, expanding nuclear capacity.
167. https://www.actualno.com/economy/germanija-veche-otkrito-govori-spiraneto-na-nashite-aec-e-greshka-news_2577031.html - * German Minister of Economy Katrin Reich urges reconsideration of nuclear shutdowns due to energy vulnerability and rising gas prices. * Germany closed its reactors after the 2010 Fukushima accident and is now dependent on gas for electricity. * Reich advocates for revitalising nuclear energy in Europe, contrasting with previous policies. * The decision to shut reactors has led Germany to rely heavily on gas, with prices rising over 60% after the Iran war start. * Debate in Germany over the legacy of nuclear phase-out, initiated in 2011 and completed under Olaf Scholz, amid increased reliance on renewable sources.
168. https://www.thailand-business-news.com/environment/297422-net-zero-2050-navigating-thailands-power-generation-transition-while-balancing-the-energy-trilemma - * Thailand aims to achieve net-zero emissions by 2050, with a focus on renewable energy, nuclear power, and energy efficiency. * The power sector is projected to contribute 38% of national emissions by 2024. * Increasing renewable energy to 58% of electricity generation by 2050, with nuclear power (SMRs) contributing 16%. * Technology solutions like BESS, smart grids, and demand response are deployed to stabilise the power grid. * Electricity costs are expected to rise due to investments in clean technologies, prompting government measures to manage affordability.
169. https://oilprice.com/Energy/Energy-General/Kronos-Microreactor-Just-Cleared-Its-Biggest-Regulatory-Hurdle-Yet.html - * Nano Nuclear submitted a Construction Permit Application (CPA) to the U.S. Nuclear Regulatory Commission (NRC) for its Kronos high-temperature gas-cooled microreactor at the University of Illinois. * The application process triggers a 12-month formal review for potential construction approval. * Kronos is designed to deliver 15 MW of carbon-free power using meltdown-resistant TRISO fuel. * The project aims for first test operations by the late 2020s, with broader deployments in Texas, South Korea, and U.S. federal sites. * The project emphasises safety, autonomous operation, and scalability. * Nano Nuclear acquired the technology in 2024 and partners with the University of Illinois for deployment.
170. https://www.noozhawk.com/diablo-canyon-nuclear-power-plant-can-operate-another-20-years-nrc-says/ - * The Diablo Canyon nuclear power plant in California received federal approval to operate until 2045, extending its licence by 20 years.
171. https://www.jdsupra.com/legalnews/why-the-netherlands-should-seize-the-6048543/ - ['* The Wennink report advocates for the rapid deployment of nuclear energy in the Netherlands to improve energy security and economic competitiveness.', '* The Dutch government’s initiative includes support for small modular reactors (SMRs), with EUR13.5 billion allocated for nuclear projects in the 2026–2030Coalition Agreement.', '* The report emphasises nuclear’s role in providing reliable, dispatchable power to complement renewables, and supports nuclear’s expansion across various sectors including industry, AI, and maritime.', '* Challenges include the timely construction and standardisation of SMRs, with Sweden’s government support cited as a model for success.', '* The report calls for regulatory harmonisation and investor engagement to accelerate nuclear deployment in Europe and the Netherlands.']
172. https://www.newsghana.com.gh/vietnam-revives-nuclear-ambitions-with-rosatom-deal-signed-in-moscow/ - * Vietnam and Russia signed an intergovernmental agreement on 23 March 2026 in Moscow to construct Vietnam’s first commercial nuclear power plant, Ninh Thuan 1. * The plant will feature two VVER-1200 reactors with a capacity of 2,400 MW, aiming for operational status by late 2031. * The project was initially planned in 2009, abandoned in 2016 due to safety concerns, and revived in 2024 as part of Vietnam's national energy strategy. * Russia’s Rosatom is the primary foreign partner, with Vietnam Electricity and PetroVietnam designated as investors. * The agreement coincided with a preliminary deal for LNG cooperation between Russia’s Novatek and a Vietnamese buyer.
173. https://chamberbusinessnews.com/2026/04/02/when-it-comes-to-safety-advanced-nuclear-stands-apart/?utm_source=rss&utm_medium=rss&utm_campaign=when-it-comes-to-safety-advanced-nuclear-stands-apart - * Arizona state legislators, Michael Carbone and Walt Blackman, advocate for advanced nuclear reactors such as SMRs, citing safety, regulation, and local benefits. * The article discusses federal safety regulations requiring on-site fire brigades for nuclear plants. * It highlights passive safety features of modern reactors, claiming they are meltdown-proof and walk-away safe. * Emphasises Arizona's proven nuclear history with Palo Verde and potential economic and safety benefits for rural areas. * Concludes with a call to move forward confidently with new energy technology deployment in Arizona.
174. https://www.bisnow.com/national/news/data-center-power/nuclear-startup-x-energy-files-for-ipo-citing-demand-from-data-centers-133798 - * X-Energy submitted its IPO filing with SEC, planning to list on Nasdaq under XE. * The Maryland-based firm develops small modular reactors (SMRs) aimed at data centres. * Data centres are identified as the primary consumers of X-Energy’s power, with aims to meet increasing electricity needs driven by AI. * The company received a $500M funding from Amazon in 2024 and plans over 5 GW of power deployment in the US by 2039. * Multiple deals with Amazon, Talen Energy, and international partners aim to deploy SMRs in the US, notably in Texas, Washington, and Pennsylvania.
175. https://caretas.pe/medio-ambiente/energia-nuclear-amazonia-peru/ - * In March 2026, Peru's Congress approved Law N.° 32560, supporting nuclear power generation and the installation of small modular reactors (SMR). * The law aims to diversify Peru's energy matrix and provide reliable energy to remote areas like Iquitos, addressing infrastructural and development challenges. * SMRs designed for isolated systems with moderate demand, ensuring safety without extensive transmission networks. * Implementation involves environmental standards, coordination with multiple government agencies, and private investment. * The focus is on transforming law into concrete projects and pilot zones, enhancing energy independence and development in the Amazon.
176. https://www.france24.com/en/tv-shows/french-connections/20260402-nuclear-power-why-did-france-put-the-atom-at-the-heart-of-its-energy-strategy - * France is one of the most nuclear-dependent countries worldwide, with atomic power central to its energy policy. * The country decided to bet heavily on nuclear energy for decades, viewing it as a cornerstone of sovereignty. * The show explores the reasons behind France's reliance on nuclear power and questions its cleanliness. * The content focuses on France’s national energy strategy and nuclear dependency.
177. https://www.mirror.co.uk/news/politics/rachel-reeves-hints-who-could-36915730 - * Rachel Reeves indicated that there will be no blanket energy bill support, citing past mistakes by the previous government. * She discussed potential targeted support for low-income households and support from supermarkets and banks. * The government is preparing contingency plans amid concerns over rising energy prices due to the Middle East conflict. * She announced that the Competition and Markets Authority will have powers to combat price gouging. * Reeves emphasised developing energy security measures, including supporting critical nuclear power projects.
178. https://www.aol.com/articles/wall-street-backs-ur-energy-152613318.html - * Ur-Energy Inc received a Buy rating from Canaccord with a C$3.25 target, highlighting confidence in its domestic uranium strategy. * The company’s Wyoming operations and Shirley Basin mine target 2026 commissioning, positioning it well for US energy security policies. * Ur-Energy's 2025 production increased 65%, with profit margins turning positive in 2025. * Multi-year sales agreements for 2026-2030 aim to stabilise revenue and support Shirley Basin's startup. * Regulatory approval and market demand pose risks to Shirley Basin's startup and project execution.
179. https://resourceworld.com/anfield-energy-submits-notice-of-intent-for-underground-drilling-at-sm-18-uranium-vanadium-project-colorado/?utm_source=rss&utm_medium=rss&utm_campaign=anfield-energy-submits-notice-of-intent-for-underground-drilling-at-sm-18-uranium-vanadium-project-colorado - * Anfield Energy filed a Notice of Intent for underground drilling at the SM-18 project in Colorado. * The drilling aims to verify and potentially expand mineral resources, with a Plan of Operations targeted for completion later this year. * Historical production at SM-18 included 133,637 lbs U₃O₈ and 575,224 lbs V₂O₅; DOE estimated resources of 1,200,000 lbs U₃O₈. * The project supports the development of SM-18 as a producing mine and aligns with Anfield’s strategy of expanding its uranium assets. * The company plans to upgrade its Shootaring Canyon Mill capacity to 1,000 tpd to support scaled uranium and vanadium production.
180. https://www.zerohedge.com/markets/defining-moment-nano-nuclear-submits-construction-permit-kronos-reactor-illinois - * Nano Nuclear filed a Construction Permit Application (CPA) with the US Nuclear Regulatory Commission (NRC) for the Kronos microreactor at the University of Illinois. * The Kronos reactor is a high-temperature gas-cooled reactor (HTGR) delivering 15 MW of carbon-free power, using meltdown-resistant TRISO fuel. * The project aims for deployment to power AI data centres, industrial sites, military bases, and remote communities. * The NRC review process is expected to take approximately 12 months, with initial operations targeted for the late 2020s. * Nano Nuclear expanded deployment discussions to Texas, South Korea, and US federal sites.
181. https://ceenergynews.com/oil-gas/czechia-hungary-russian-fuels/ - • Czechia has reduced reliance on Russian oil, gas, and nuclear fuel by 2025, diversifying sources and upgrading infrastructure. • Hungary, with over 85% of oil and gas imports from Russia, is also seeking diversification through alternative supplies and new pipelines. • Czechia increased western oil pipeline capacity and shifted to Azerbaijani and other non-Russian sources. • Hungary is investing in LNG and pipeline projects, including new routes with Serbia and Croatia. • Both countries are expanding nuclear capacity and seeking non-Russian nuclear fuel sources.
182. https://www.power-technology.com/interviews/inside-swedens-policy-u-turn-qa-with-the-governments-nuclear-lead/ - * Sweden has lifted its ban on new nuclear reactors and introduced government frameworks to promote nuclear investments. * The country aims to commission two large-scale reactors by 2035, adding 2.5GW capacity, and develop SMRs by 2045. * Sweden’s nuclear capacity is projected to reach 8.2GW by 2035, supporting its fossil-free electricity target for 2040. * Public perception of nuclear has improved, and government support includes financial incentives and a new licensing model. * Challenges include supply chain development, skills workforce, and power transmission capacity from north to south.
183. https://www.france24.com/en/tv-shows/french-connections/20260402-nuclear-power-why-did-france-put-the-atom-at-the-heart-of-its-energy-strategy - * France is one of the most nuclear-dependent countries in the world. * Nuclear power is central to France's energy strategy. * The country has historically viewed nuclear energy as a matter of national sovereignty. * The show examines when and why France made this decision. * The discussion includes whether nuclear energy is truly cleaner.
184. https://www.independent.co.uk/news/russia-vietnam-moscow-hanoi-vietnamese-b2944463.html - - Vietnam and Russia signed a deal to build the Ninh Thuan 1 nuclear power plant in Vietnam, during Prime Minister Phạm Minh Chính’s visit to Moscow. - The project involves constructing two Russian-designed reactors with a capacity of 2,400 megawatts. - The deal aims to improve Vietnam's energy security and reduce greenhouse gas emissions, after previous projects were shelved in 2016. - Concerns over global energy shortages and rising fossil fuel costs have elevated the urgency for nuclear power in Southeast Asia. - The meeting also discussed cooperation in oil, gas, technology, and infrastructure.
185. https://www.newswire.com/news/eagle-plains-partner-refined-energy-completes-drill-program-at-dufferin-west - * Refined Energy completed a 975-metre drill program at the Dufferin West Project, Saskatchewan.* The project is prospective for uranium mineralisation near the Virgin River Shear Zone.* Drilling targeted geophysical and structural features including gravity lows, magnetic lows, and conductors.* Results from geochemical analysis are pending, with sampling completed.* The drill program was conducted on budget at approximately $1.7 million.* Key drill holes included DW26-001, DW26-002, and DW26-003, exploring for uranium-hosting structures.* Eagle Plains intends to integrate results to guide future exploration and assess vectors towards uranium mineralisation.
186. https://www.eenews.net/articles/nrc-seeks-new-path-from-safety-review-to-reactor-license/ - * The Nuclear Regulatory Commission (NRC) proposes a rulemaking to allow companies to obtain reactor licences after safety testing by the Department of Energy (DOE) or Pentagon. * The proposal aims to expand DOE and DOD roles in testing advanced reactor designs. * Scheduled for publication in the Federal Register, it builds on efforts from the Trump administration. * The goal is to support the expansion of nuclear power to quadruple by 2050. * President Trump signed executive orders to expedite reactor approval processes and focus on safety risks.
187. https://ceenergynews.com/nuclear/sge-polimex-mostostal-atec-scale-smr/ - * Synthos Green Energy (SGE), Polimex Mostostal, and ATEC Group sign a strategic partnership to promote small modular reactors (SMRs) across Central and Eastern Europe. * The partnership involves cooperation on implementing GE Vernova Hitachi’s BWRX-300 reactor type, with projects targeted for commissioning by 2032. * SGE aims to develop a scalable, financeable deployment model combining proven technology with local industrial capabilities. * The partners are working on building a regional supply chain and replicable project models. * Industry expert Robert Rudish advocates for fleet efficiency to reduce costs and strengthen the supply chain regionally.
188. https://www.eco-business.com/opinion/iran-conflict-highlights-vietnams-energy-security-and-foreign-policy-vulnerabilities/ - * The ongoing Iran conflict has led to global energy disruptions, affecting Vietnam's fuel supplies and economic plans. * Vietnam faces immediate supply shortages, rising fuel prices, and delayed infrastructure projects. * The government established a Task Force on Energy Security and promoted electric vehicles and bioethanol usage. * Vietnam seeks to diversify energy imports, including from the UAE, Qatar, Angola, Japan, South Korea, and Russia. * Vietnam’s planned nuclear power projects, including the Ninh Thuan 1 plant, are under development amidst strategic cooperation with Russia. * The crisis is expected to accelerate Vietnam’s shift to nuclear and renewable energy sources and influence its foreign relations, especially with Russia and the US.
189. https://www.defenseworld.net/2026/04/02/aura-energy-lonaura-stock-price-up-5-8-heres-what-happened.html - * Aura Energy Limited's stock rose 5.8% on Tuesday. * The company is engaged in exploration of mineral properties in Mauritania and Sweden. * It explores for uranium, vanadium, gold, and base metals. * It owns the Tiris uranium project in Mauritania. * The company owns the Häggån polymetallic project in Sweden.
190. https://interestingengineering.com/innovation/us-ampera-nuclear-firm-nrc-license - * Ampera, a US-based hybrid nuclear reactor company, plans to file for an NRC licence for its microreactors. * The new regulation, 10 CFR Part 53, was finalised by the NRC in February 2023 to streamline licensing for advanced nuclear reactors. * Ampera's microreactors are thorium-enabled, do not require refuelling, and use TRISO fuel and supercritical CO2 for operation. * The company aims to power off-grid infrastructure with safe, compact nuclear energy, utilising AI in development. * Ampera has expressed interest in starting the pre-application process following the regulation's implementation.
191. https://www.cruxinvestor.com/posts/encore-energy-americas-best-bet-on-domestic-uranium - * enCore Energy is a US-focused uranium producer with two operational sites in South Texas, utilising ISR technology. * The US ban on Russian uranium imports and federal funding support have strengthened domestic industry prospects. * Uranium spot prices reached an intraday high of $101.50 per pound in January 2026, indicating market momentum. * The company’s projects in Texas, South Dakota, and Wyoming offer a pipeline from current output to future growth, with significant resource reserves. * US government policies, including streamlining permits and declaring a national energy emergency, favour domestic uranium producers.
192. https://www.cruxinvestor.com/posts/encore-energy-americas-best-bet-on-domestic-uranium - * enCore Energy operates two uranium processing plants in South Texas using In-Situ Recovery technology. * The US government banned Russian uranium imports effective August 2024, unlocking $2.72 billion in federal funding. * Uranium spot prices reached an intraday high of $101.50 per pound in January 2026, the highest since February 2024. * The company’s projects hold significant resources, including Alta Mesa, Rosita, Dewey Burdock, and Gas Hills. * enCore benefits from government policies prioritizing domestic nuclear fuel production and streamlining permits. * Operational in 2025, the company increased wellfield output and expanded processing capacity. * The US seeks to reduce reliance on foreign uranium, supporting enCore’s growth and operational prospects.
193. https://www.namibian.com.na/australian-uranium-firm-blown-away-by-etango-gains/ - * Bannerman Energy, an Australian-listed uranium development company, commended Namibian contractors at its Etango project during its earnings call on 4 March. * The company highlighted the local employment and significant contract value exceeding N$690 million. * Contracts were split into smaller packages to ensure timely completion by local contractors. * Bannerman plans to continue tendering contracts to Namibian companies and aims to make a final investment decision by year's end. * The project is one of two major uranium developments in Namibia’s Erongo region and is funded through a deal with China National Nuclear Corporation.
194. https://www.constructionnews.co.uk/civils/sizewell-c-and-northern-powerhouse-rail-face-official-probes-23-03-2026/ - * The Public Accounts Committee announced probes into Sizewell C nuclear power project and Northern Powerhouse Rail. * The inquiries will examine project costs, delivery, and value-for-money risks. * Northern Powerhouse Rail aims to improve city links in the North East of England and is due for completion in the 2030s. * Sizewell C is a 3.2GW nuclear power station projected to cost £40.5bn to £47.7bn and supply about 7% of UK electricity. * The investigations will follow reports by the National Audit Office in spring 2026 and include evidence from government officials and project representatives.
195. https://www.moneyweb.co.za/news/south-africa/necsa-puts-toe-in-water-for-small-nuclear-reactor-production/ - * Necsa invites global manufacturers, consortia, and technology providers to develop SMRs locally in South Africa. * The organisation aims to establish a comprehensive industry, including fuel supply and component manufacturing. * The initiative seeks to deploy SMRs producing power, heat, and isotopes, with technologies assessed for readiness. * The process includes a structured selection, public participation, environmental assessments, and regulatory approvals. * The effort complements discussions on conventional nuclear power stations at sites in South Africa as part of the IRP 2025. * Experts highlight potential for South Africa to lead on SMR technology in Africa, attracting investment, with support from political leaders.
196. https://thekenyatimes.com/opinions/why-kenyas-nuclear-energy-cant-wait/ - * Kenya’s President William Ruto highlighted power rationing and energy challenges in 2025. * Kenya’s current installed capacity is approximately 3,840.8 MW, mainly from renewable sources. * Peak demand is around 2,439 MW, raising concerns over sufficient power for industrial growth. * Kenya plans to develop nuclear energy, with initial plants generating about 2,000 MW, scaling to 6,000 MW. * Kenya and international partners are preparing for the 2026 International Conference on Nuclear Energy in Nairobi to promote nuclear development.
197. https://www.moneyweb.co.za/news/south-africa/necsa-puts-toe-in-water-for-small-nuclear-reactor-production/ - * Necsa, South Africa's nuclear organisation, invites global SMR manufacturers to partner in developing reactors locally. * Aim to build a nuclear industry in South Africa, including nuclear fuel supply and component manufacturing. * The initiative aims to produce power, process heat, and isotopes, with deployment targeted post-2030. * The process includes technology assessment, licensing, regulatory approval, and public participation. * South Africa is also assessing two sites for a large conventional nuclear power station under IRP 2025. * Experts highlight the potential for South Africa to lead in SMR technology on the continent.
198. https://mining.com.au/skyharbour-takes-on-moore-drilling/ - * Skyharbour Resources has started a phase one drilling campaign at the Moore Lake Uranium Project. * The campaign involves 4,000m to 5,000m of diamond drilling across 10-13 drillholes. * Drilling targets include the Nomad Zone, Esker target area, Maverick zones, and Nutana target. * The project is located in the Athabasca Basin, Canada, with permits renewed for three years. * The project covers 35,705 hectares with access via winter and ice roads, lowering logistics costs.
199. https://fair.org/home/washington-post-promotes-nuclear-agenda-tied-to-bezos-investments/ - • The Washington Post has published four editorials supporting nuclear energy, highlighting its role in energy policy. • The articles omit disclosures of Jeff Bezos’ financial ties to nuclear energy companies and lobbying efforts. • The Post promotes nuclear reprocessing and the expansion of new reactors, including TerraPower and Small Modular Reactors. • It criticises safety regulations and science supporting low-dose radiation risks, favouring deregulation. • The editorials connect nuclear energy to climate goals, economic costs, and AI power needs, while downplaying proliferation and waste issues. • Bezos’ investments include over $1 billion in nuclear startups and lobby groups influencing policy.
200. https://meyka.com/blog/nb-power-april-1-panel-flags-rate-hikes-iso-and-nuclear-plan-0104/ - - An expert panel warns NB Power will likely need further rate increases to support asset renewal, safety, and reliability. - The report recommends governance reform and a regional independent system operator to improve reliability and lower costs. - The panel advises planning for a second nuclear reactor at Point Lepreau to support low-carbon baseload power and industrial growth. - The province’s response is expected by end-May, influencing rates, market structure, and nuclear projects. - These developments could impact inflation, supply chains, and investment opportunities across Atlantic Canada’s energy sector.
201. https://oilprice.com/Alternative-Energy/Nuclear-Power/Europes-Nuclear-U-Turn-Whats-Changed-What-Hasnt-and-Whats-Next.html - * The EU intends to bring small modular reactors (SMRs) online by the early 2030s and reach up to 53 GW by 2050, supported by a €330 million Euratom funding package. * The European Commission has reversed previous anti-nuclear policies, with several countries reconsidering or dropping bans on nuclear power. * The strategy aims to enhance energy security and reduce reliance on energy imports during a global energy crisis. * The EU is investing €222 million in nuclear fusion research, with Germany leading efforts to develop a commercial fusion power plant. * The shift reflects a policy change favoured by European leaders to bolster low-emission, reliable energy sources.
202. https://www.fool.com/investing/2026/03/21/this-nuclear-energy-trend-could-be-bigger-than-inv/?.tsrc=rss - * Nuclear energy is being explored as a solution to meet increasing data centre energy demands related to AI by 2028. * Companies like Microsoft and Alphabet are contracting with nuclear power companies to resurrect decommissioned plants. * Small modular reactors (SMRs) are highlighted as a promising long-term solution, capable of powering data centres and other applications. * BWX Technologies (BWXT) is developing the BANR, a factory-built SMR designed to produce 75 megawatts of power. * BWX has significant nuclear expertise, producing nuclear reactors for the US Navy and worldwide, positioning it as a safer investment compared to newer start-ups.
203. https://oilprice.com/Alternative-Energy/Nuclear-Power/Europes-Nuclear-U-Turn-Whats-Changed-What-Hasnt-and-Whats-Next.html - * The EU plans to bring SMRs online by the early 2030s and scale up to 53 GW by 2050, supported by a €330 million Euratom research package. * The European Commission has reversed its previous move away from nuclear energy, with several countries reconsidering bans. * The strategy also includes increased investment in nuclear fusion research, with €222 million allocated, and Germany emerging as a leader in fusion development. * This shift aims to improve energy security and meet climate goals amid a global energy crisis. * Eleven EU states have endorsed the joint declaration supporting SMRs.
204. https://www.dailymail.co.uk/money/markets/article-15667229/Build-nuclear-reactors-British-steel.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Ministers face pressure to ensure UK steel is used for nuclear reactors, after Czech firm CEZ advocates for parts to be made in Europe. * UK government is investing in small modular reactors (SMRs), with Rolls-Royce building three on Anglesey. * 70% of materials for SMRs must be British-made under the deal, but specifics are not defined. * Forgemasters steelworks in Sheffield invests £1.3 billion, aiming to supply reactor parts. * Labour figures call for changes to support UK manufacturing and steel industry. * The government’s steel strategy aims to promote domestic manufacturing, including a public procurement notice. * Concerns expressed about potentially importing cheaper foreign steel for reactor structures.
205. https://oilprice.com/Alternative-Energy/Nuclear-Power/Europes-Nuclear-U-Turn-Whats-Changed-What-Hasnt-and-Whats-Next.html - * The EU plans to introduce SMRs by the early 2030s and expand capacity to 17-53 GW by 2050, supported by a €330 million Euratom research package. * The European Commission has shifted from its previous transition away from nuclear energy, citing energy security and climate goals. * Several EU countries, including Italy, Denmark, Spain, Germany, and France, are adopting more positive stances towards nuclear power. * Germany is a leading participant in nuclear fusion research, potentially the first to deploy a commercial fusion reactor. * The EU's strategy reflects a broader regional reversal and increased investment in nuclear technology, including fusion research.
206. https://www.straitstimes.com/asia/east-asia/taiwan-leader-says-two-nuclear-power-plants-meet-conditions-to-restart - * Taiwan’s President Lai Ching‑te announced on March 21 that two nuclear power plants meet conditions for reactivation, with applications to be submitted for review. * The second nuclear power plant was decommissioned in 2023, and the third plant was shut down in 2025. * The review includes safety issues and public consensus, with potential restart as early as 2028 for the Ma’anshan plant. * Taiwan relies heavily on imported fossil fuels, and nuclear power has historically been significant for electricity supply. * Concerns about energy security and carbon emissions are driving discussions on nuclear power reactivation.
207. https://constructionreviewonline.com/406m-uk-nuclear-smr-engineering-deal-amentum-led-joint-venture-secures-landmark-contract/ - * Amentum-led joint venture secures a $406 million (£300 million) engineering contract for UK's first small modular reactors at Wylfa. * The contract, awarded by Great British Energy, spans up to 14 years and covers engineering, safety, and regulatory assurance. * The project aims to support UK net-zero targets, energy security, and industrial growth. * Rolls-Royce SMR technology will be deployed alongside extensive safety and compliance oversight. * Expected outcome includes job creation, improved project timelines, and potential broader SMR deployment across Europe.
208. https://businessnewswales.com/300m-smr-contract-puts-north-wales-at-heart-of-uk-nuclear-future/?utm_source=rss&utm_medium=rss&utm_campaign=300m-smr-contract-puts-north-wales-at-heart-of-uk-nuclear-future - * North Wales' Wylfa site to support Rolls-Royce SMR technology through a £300 million contract awarded to Amentum and Cavendish Nuclear. * The contract, lasting up to 14 years, will aid the development, safety, and construction of the UK’s first SMR projects. * Amentum's Litmus Nuclear to oversee key project stages, helping GBE-N reach final investment decision. * The project aligns with UK’s nuclear ambitions, energy security, and industrial growth, with a focus on deploying small modular reactors. * Wylfa designated as site for UK's first SMRs with 470MWe capacity, confirmed by the Department for Energy Security and Net Zero.
209. https://constructionreviewonline.com/406m-uk-nuclear-smr-engineering-deal-amentum-led-joint-venture-secures-landmark-contract/ - * An Amentum-led joint venture secures a $406 million (£300 million) contract for the UK's first small modular reactors (SMRs) at Wylfa in North Wales. * The 14-year contract involves engineering design assurance, safety verification, and construction oversight, supporting the UK Nuclear SMR programme. * The project uses Rolls-Royce SMR technology and aims to deliver low-carbon energy, support net-zero targets, and create skilled jobs. * It strengthens UK’s nuclear supply chain and could lead to wider SMR deployment across Europe. * The contract signifies government commitment to nuclear expansion and energy security.
210. https://www.prnewswire.com/news-releases/ampera-leverages-new-regulation-for-next-generation-reactor-302732048.html - * Ampera announces its goal to obtain NRC licensing for thorium-fueled microreactors following new regulation 10 CFR Part 53. * The company submitted pre-application materials to the NRC, including safety and licensing plans. * Ampera aims to develop factory-fabricated, modular microreactors with advanced fuel and safety features. * The company seeks a pre-application meeting before the end of May. * Ampera's reactors target scalable, rapid deployment for data centres, defence, and maritime sectors.
211. https://businessnewswales.com/300m-smr-contract-puts-north-wales-at-heart-of-uk-nuclear-future/?utm_source=rss&utm_medium=rss&utm_campaign=300m-smr-contract-puts-north-wales-at-heart-of-uk-nuclear-future - * North Wales to host UK's first small modular reactor (SMR) project at Wylfa on Anglesey, supported by a £300 million contract. * Amentum and Cavendish Nuclear joint venture to provide technical oversight for the project, which may last up to 14 years. * The contract aims to support Rolls-Royce SMR technology development, helping the UK meet its nuclear and energy security goals. * The project will create skilled jobs and advance the UK’s nuclear ambitions, with regulatory compliance and low-carbon energy delivery as key priorities. * Wylfa site confirmed in November 2025 for SMR deployment, with a capacity of 470MWe.
212. https://www.ans.org/news/2026-04-01/article-7900/panelists-discuss-us-path-to-criticality-in-ans-webinar/ - * U.S. nuclear industry discusses pathways to deployment, including DOE and NRC frameworks. * The webinar features experts from Los Alamos National Laboratory and Idaho National Laboratory. * Rita Baranwal explains categories of criticality through an analogy. * Brad Tomer from NRIC states the lab's ongoing role in supporting reactor developers. * The discussion emphasises dual approaches to rebuilding nuclear capability in the U.S.
213. https://www.aol.com/articles/fermi-america-secures-156m-commitment-201815254.html - * Fermi America announces a $156.25 million financing deal with Yorkville Advisors Global, LP, to support its infrastructure projects in Texas. * The company has secured a 99-year lease from the Texas Tech University System and obtained regulatory approval for air permits. * Project Matador involves an 11 GW private power grid with natural gas, nuclear, solar, and battery storage, aiming for up to 17 GW. * Fermi America has contractual relationships with Hyundai E&C and Doosan Enerbility for AP1000 reactor construction. * The company is advancing nuclear and power infrastructure with regulatory participation and expansion plans, including a 4.4 GW nuclear proposal for July 4.
214. https://constructionreviewonline.com/406m-uk-nuclear-smr-engineering-deal-amentum-led-joint-venture-secures-landmark-contract/ - * An Amentum-led joint venture, Litmus Nuclear, wins a $406 million (£300 million) contract in the UK for the UK's first small modular reactors (SMRs). * The contract spans up to 14 years, covering engineering design assurance, safety, regulatory alignment, and construction oversight at the Wylfa site in North Wales. * The project aims to support UK's net-zero targets, improve energy security, and create skilled jobs. * Rolls-Royce SMR technology will be deployed, and the project is seen as a cornerstone in the UK SMR rollout strategy. * The initiative enhances supply chain strength and positions the UK at the forefront of advanced nuclear development.
215. https://constructionreviewonline.com/polands-first-nuclear-power-plant-to-start-construction-in-2028-as-pej-submits-license-application/ - * Poland’s state-owned nuclear developer PEJ submitted a construction license application for its first nuclear power plant, expected to start build in 2028, located at Lubiatowo-Kopalino in Pomerania.* * The project aims to reduce reliance on coal and enhance energy security, with three AP1000 reactors delivering up to 3.75 GW.* * The plant's construction license is expected within 24 months, with preparatory works already underway.* * The project, supported by up to PLN 60 billion in government funding, is part of Poland’s broader energy transition and decarbonisation strategy.* * Delivery of the plant is projected for the 2030s, marking Poland’s entry into civil nuclear energy and strengthening national and regional energy independence.
216. https://mining.com.au/europe-looks-into-supporting-frances-nuclear-plans/ - * The European Commission began an investigation into France’s plans to build six new nuclear reactors with a capacity of 9,990 MW. * Construction is planned at sites in Penly, Gravelines, and Bugey, with commissioning between 2038 and 2044. * The project involves estimated costs of €72.8 billion ($121.87 billion) and a lifetime of 60 years per reactor. * France intends to support the project through subsidised loans, contracts for difference, and risk-sharing mechanisms. * The commission has preliminarily found the project necessary and notes its potential to aid energy security and decarbonisation.
217. https://www.ft.com/content/22d28650-5536-4446-92ba-b094f56d13fa - * X-energy, a company developing small modular nuclear reactors, submits IPO registration to the SEC. * The IPO is expected in early summer, with the company seeking to go public. * X-energy builds an SMR using helium as a coolant, unlike industry standard water-cooled reactors. * The company received support from Amazon, which invested in October 2024, and secured contracts with major firms. * It has licensing approval to produce nuclear fuel at a Tennessee facility. * X-energy will be the fourth publicly traded SMR company, with notable performances by peers. * Market conditions and geopolitical risks may influence the IPO's success.
218. https://constructionreviewonline.com/polands-first-nuclear-power-plant-to-start-construction-in-2028-as-pej-submits-license-application/ - * Poland’s state-owned nuclear developer Polskie Elektrownie Jądrowe (PEJ) submitted a construction license application for Poland’s first nuclear power plant in Lubiatowo-Kopalino, Pomerania, marking a transition into the build-out phase starting in 2028. * The project involves three AP1000 reactors with a capacity of up to 3.75GW, supported by US partners Westinghouse Electric Company and Bechtel. * The plant aims to reduce reliance on coal, enhance energy security, support decarbonization, and strengthen Poland’s energy mix. * The project includes regulatory approval processes, with Poland’s National Atomic Energy Agency expected to issue a construction licence within 24 months. * Total project cost is estimated at €48–52 billion, supported by PLN 60 billion in government funding, with operations expected to commence from 2036 to 2038.
219. https://skillings.net/uec-wyoming-expansion-us-nuclear-supply-chain-update-and-2026-outlook/ - * UEC secures approval for three additional header houses at Christensen Ranch, Wyoming, indicating active uranium extraction scaling. * UEC’s subsidiary UR&C receives NRC docket number for planned uranium conversion facility, aiming to produce 10,000 tonnes UF6 annually. * The new conversion plant addresses the US's domestic uranium fuel processing bottleneck; the demand for UF6 exceeds half the US nuclear fuel demand. * The expansion supports US energy independence and national security by reducing reliance on foreign uranium conversion facilities. * The developments align with rising US nuclear capacity targets driven by AI data centre demand and climate policies.
220. https://www.onlynaturalenergy.com/energy-transition-in-the-persian-gulf-region-opportunities-and-challenges/?utm_source=rss&utm_medium=rss&utm_campaign=energy-transition-in-the-persian-gulf-region-opportunities-and-challenges - * Countries in the Persian Gulf region are gradually moving towards renewable energy despite abundant oil and gas resources. * Regional energy plans include increasing renewable capacity, nuclear energy development, and diversifying energy sources. * Countries like Iran, Iraq, Saudi Arabia, UAE, Qatar, and Kuwait are implementing various national visions and strategies to achieve energy transition targets. * Challenges include geopolitical tensions, dependence on oil, high costs of renewables, institutional weaknesses, and regional conflicts. * The region aims to add over 100 GW of renewable capacity by the mid-2030s, with regional projects in solar, wind, and nuclear power.
221. https://www.eqmagpro.com/ntpc-renewable-energy-signs-70000-mtpa-green-ammonia-supply-deal-with-seci-eq/ - * NTPC Renewable Energy Limited signed a green ammonia supply agreement with SECI for 70,000 metric tonnes per annum. * The deal supports India’s green hydrogen mission and decarbonisation of industrial sectors. * Production will use renewable electricity, integrating solar and wind energy. * The agreement aims to reduce carbon emissions and enhance energy security in India. * It is part of efforts to promote green ammonia as a substitute for fossil fuel-derived ammonia and bolster India's clean energy infrastructure.
222. https://www.nucnet.org/news/uk-awards-usd406-million-contract-for-flagship-reactor-project-at-wylfa-4-3-2026 - * UK government body Great British Energy-Nuclear (GBE-N) awards a $406m contract to Litmus Nuclear, a joint venture between Amentum and Cavendish Nuclear, for the Wylfa SMR project.* *The contract supports deployment of three Rolls-Royce SMR plants in Wales, with a duration of up to 14 years.* *The project aims to deliver reliable, low-carbon power and secure a final investment decision by GBE-N.* *Wylfa site, on Anglesey, will host the UK’s first SMRs, with 470-MW reactors.* *This development advances the UK’s clean energy goals and nuclear innovation.*
223. https://www.nucnet.org/news/uk-awards-usd406-million-contract-for-flagship-reactor-project-at-wylfa-4-3-2026 - * The UK government body Great British Energy-Nuclear (GBE-N) has awarded a $406m contract to Amentum and Cavendish Nuclear for a small modular reactor (SMR) project at Wylfa, north Wales. * The contract supports the deployment of three Rolls-Royce SMR plants, with a maximum duration of 14 years. * The project aims to deliver low-carbon power and meet UK’s clean energy ambitions, with a final investment decision expected after 2025. * Wylfa site previously hosted two gas-cooled reactors, shut down in 2012 and 2015. * Amentum’s UK division is involved in other nuclear projects including Hinkley Point C and Sizewell.
224. https://www.eenews.net/articles/european-commission-probes-french-support-for-nuclear-program/ - * The European Commission has launched an investigation into France’s plans to subsidise the construction and operation of six nuclear reactors. * The project’s estimated cost is €72.8 billion ($84 billion). * France plans to support the project through a subsidized loan, two-way contracts for difference, and a risk sharing mechanism. * The Commission considers the project necessary and beneficial for economic activity but will review its compliance with EU state aid rules. * The investigation will assess the measure’s appropriateness, proportionality, and impact on competition and other EU regulations.
225. https://www.globenewswire.com/news-release/2026/04/01/3266610/0/en/Eagle-Nuclear-Energy-Announces-Plans-to-Conduct-a-27-000-Ft-Drill-Program-To-Advance-Aurora-Toward-a-Pre-Feasibility-Study.html - * Eagle Nuclear Energy announces a 27,000 ft drill programme at its Aurora Uranium Project, scheduled for summer 2026, to gather data for a pre-feasibility study (PFS). * The programme includes 47 diamond drill holes with objectives of resource expansion, classification, metallurgy, geotechnical analysis, and hydrogeological data collection. * The drill programme aims to inform the PFS scheduled for completion in late 2027. * Eagle owns the largest uranium deposit in the US and aims to develop it as part of a nuclear energy platform integrating SMR technology. * The project is located along the Oregon–Nevada border, with plans developed in collaboration with BBA USA Inc. and SLR International Corporation.
226. https://ceenergynews.com/nuclear/nuclear-conference-smr-usa-hungary/ - * Hungary aims to be a regional hub for SMRs, with legislation amended to accommodate modular technology, effective from April 2026. * The US-Hungarian partnership is emphasised as essential for SMR deployment, with Hungary adopting US technology. * Experts highlight the need for flexible, goal-oriented regulation and standardised licensing processes. * Hungary plans to extend the lifetime of Paks 1 and develop Paks 2, with decisions on technology and vendor expected soon. * Outlook predicts 8-15 SMRs in operation or under construction in CEE by 2035, with some caution on licensing timelines.
227. https://www.niauk.org/positive-progress-made-on-nuclear-taskforce-recommendations-to-reduce-regulatory-complexity/ - * The Office for Nuclear Regulation (ONR) has made progress on recommendations from the Nuclear Regulatory Taskforce report to reduce regulatory complexity. * ONR is establishing a lead regulator model for large-scale nuclear projects, with the government’s endorsement. * An inaugural meeting of relevant regulatory heads took place in London. * The model aims to improve project progress and safety, drawing on success at the Sellafield G6 group. * The UK plans to establish a Nuclear Commission by summer 2028 to centralise regulatory decisions.
228. https://europeansting.com/2026/04/01/commission-opens-formal-state-aid-assessment-of-french-support-to-new-nuclear-programme/ - * The European Commission has opened an investigation into France's planned support for six new nuclear reactors with a capacity of 9,990 MW. * The reactors, planned for commissioning between 2038 and 2044, will be built at existing nuclear sites in Penly, Gravelines, and Bugey. * France notified the support measures, including a subsidised loan, a contract for difference, and a risk-sharing mechanism. * The investigation assesses the compatibility of the aid package with EU State aid rules, market competition impacts, and legal compliance. * The project aims to enhance energy security and contribute to decarbonisation targets.
229. https://law.asia/shanti-act-nuclear/ - * India enacted the SHANTI Act in 2025, governing nuclear development and liabilities. * The law replaces previous acts, expanding private sector licensing and international participation. * Maintains a liability cap of 300 million SDRs, with graded caps based on plant capacity. * Eliminates the explicit right of recourse against suppliers, shifting this to contractual arrangements. * The law aims to transform India’s nuclear sector into a more commercially accessible industry with increased private involvement.
230. https://europeansting.com/2026/04/01/commission-opens-formal-state-aid-assessment-of-french-support-to-new-nuclear-programme/ - * The European Commission has initiated an in-depth investigation into France's plan to support six new nuclear reactors. * The project involves construction and operation of reactors at Penly, Gravelines, and Bugey with expected commissioning between 2038 and 2044. * The total estimated construction cost is €72.8 billion, supported through subsidies, contracts for difference, and risk-sharing mechanisms. * The aim is to enhance electricity security and contribute to decarbonisation while respecting EU State aid rules. * The investigation will assess proportionality, market impact, and compliance with EU regulations.
231. https://aijourn.com/amentum-led-joint-venture-secures-406-million-contract-as-owners-engineer-for-uks-first-small-modular-reactors/ - * Amentum and Cavendish Nuclear awarded a $406 million contract to serve as owner’s engineer for UK’s SMR programme at Wylfa in North Wales. * Contract supports Rolls-Royce SMR’s reactor deployment and aims to secure final investment decision. * The agreement, with a 14-year duration, will help advance the UK’s clean energy goals and nuclear ambitions. * Project involves delivering independent assurance on design, safety, engineering, construction, and commissioning. * UK’s Department for Energy Security and Net Zero announced Wylfa as site for first SMRs in November 2025.
232. https://law.asia/private-nuclear-investment/ - - India’s parliament enacted the SHANTI Act, permitting private companies to obtain licences for nuclear power plant construction and operation. - The act aims to address obstacles such as policy risk, cost overruns, revenue uncertainty, and financing difficulties. - It supports joint ventures with state-owned companies and licensing of private sector projects. - Additional regulations are needed for tariff setting, credit support, reactor technology procurement, and green bond financing. - Private sector interest hinges on further regulatory clarity and support measures, aiming for India's nuclear capacity of 100GW by 2047.
233. https://punchng.com/us-japan-announce-40-bn-nuclear-power-project/?utm_source=rss.punchng.com&utm_medium=web - * The US and Japan announced a $40 billion project to build nuclear reactors in Tennessee and Alabama. * The announcement followed a meeting between US President Donald Trump and Japanese Prime Minister Sanae Takaichi. * The projects are part of broader investments, including $33 billion in natural gas facilities and prior commitments totaling $36 billion. * The initiative aims to enhance energy security, economic growth, and technological leadership. * The project involves small modular reactors built by GE Vernova Hitachi. * The countries also plan to develop critical mineral supply chains amidst concerns over China’s role.
234. https://tass.com/economy/2109841 - * Ukraine’s Energoatom plans to construct a nuclear fuel production facility in the Nikolayev Region. * The project involves building a technological complex for fuel assemblies for Ukrainian nuclear power plants. * The complex will use technology from US Westinghouse. * The Ukrainian government has approved the project; timeline not announced. * The project is described as a strategic development in Ukraine’s nuclear energy sector.
235. https://www.investing.com/news/stock-market-news/japan-to-invest-40-billion-in-us-small-modular-reactors-93CH-4570185 - * Japan and the United States will announce a joint strategic energy investment of $73 billion, including $40 billion for small modular reactors through Hitachi-GE Vernova. * The investment aims to address energy demand driven by artificial intelligence and supports decarbonisation and energy security in Japan. * Japan plans to increase nuclear power contribution to 20-22% by 2030 and 20% by 2040. * The article discusses Japan's current nuclear plant operations and future plans, including reactor development and regulatory discussions. * The event includes an online session with Japan Nuclear Safety Institute’s Hiroaki Nishi on Japan’s energy policy towards 2040.
236. https://interestingengineering.com/energy/poland-first-nuclear-plant-permit - * Poland has submitted a construction permit application for its first nuclear power plant, involving three US-built reactors. * The application was filed with the National Atomic Energy Agency (PAA) by Polskie Elektrownie Jądrowe (PEJ), with over 40,000 pages of documentation. * The submission includes safety, environmental, and regulatory analyses, and was completed six months ahead of schedule. * The plant will use Westinghouse Electric Company AP1000 reactors, located in Choczewo, Pomerania region. * The project aims to stabilise energy prices and support industrial growth, with initial operations expected in 2036.
237. https://dailycaller.com/2026/03/31/kentucky-west-virginia-appalachia-affordability-wars-google-data-centers-nuclear-energy-coal/ - * Kentucky’s Senate passed Senate Bill 57 to establish a nuclear reactor site readiness pilot programme. * West Virginia’s House Bill 5381 aims to expand the electrical grid with multiple energy sources, including nuclear. * Kentucky plans to have a reactor operational within 10 to 15 years, supporting coal transition to nuclear. * West Virginia’s long-term energy policy embraces various technologies, including nuclear, with targets to increase power from 16 GW to 50 GW by 2050. * Both states rely heavily on coal and have historically had bans or restrictions on nuclear power, now reforming their policies.
238. https://www.marketbeat.com/instant-alerts/skyharbour-resources-cvesyh-shares-up-167-should-you-buy-2026-03-31/ - * Skyharbour Resources Ltd. shares rose 16.7% on Tuesday, reaching C$0.46. * The company has a market capitalisation of C$93.62 million. * Analysts set a C$1.16 target price and rated the stock as 'Buy' on 18 February. * Skyharbour Resources engages in uranium property exploration in Saskatchewan, Canada. * Stock movements and analyst ratings indicate investor interest in uranium exploration sector.
239. https://www.etoday.co.kr/news/view/2571349 - * European SMR market transitions from development to actual projects, supply chain building, and international cooperation. * EU announced a strategy to promote SMR development and deployment by the early 2030s. * European energy security concerns post-Ukraine war and rising power demand drive interest. * UK’s Rolls-Royce and France’s EDF are actively developing and testing SMR designs. * EU aims for standardisation and regional supply chain strengthening via an SMR industry alliance.
240. https://www.etoday.co.kr/news/view/2571349 - * European SMR projects are moving beyond development to actual projects, supply chain building, and international cooperation. * The EU aims to deploy its first SMR in the early 2030s and promotes strategic integration among policymakers, industry, and regulators. * UK’s Rolls-Royce leads with SMR design, regulatory readiness, and global export ambitions. * France's EDF develops its own SMR model with plans for commercial operation by 2030 and long-term deployment. * Sweden’s Vattenfall conducts feasibility studies for SMR deployment. * The EU is establishing an ‘SMR Industry Union’ to standardise and localise supply chains for energy security and industrial competitiveness.
241. https://skillings.net/uranium-price-forecast-2026-drivers-risks-and-the-120-floor/ - * As of March 31, 2026, spot uranium prices are consolidated in the $85 to $95 range, with a trajectory towards a $120 minimum price. * The market is facing a supply deficit due to geopolitical tensions, logistical issues in Kazakhstan, and limited secondary supplies. * Western utilities are shifting from spot market purchasing to long-term contracts with floors starting at $80, supporting a higher price floor. * The US ban on Russian uranium pushes a "Western Premium," limiting available supply and elevating prices. * Demand is bolstered by SMRs, nuclear renaissance, and China's build-out, adding upward pressure. * Scenarios for 2026 include a base case of $115–$125, a bull scenario up to $160, and a bear case down to $85–$95. * The $120 price level reflects the marginal cost of new production and increased geopolitical risk premiums.
242. https://cen.acs.org/business/march-31-business-watch/104/web/2026/03?sc=230901_cenrssfeed_eng_latestnewsrss_cen - * The US Nuclear Regulatory Commission (NRC) finalised Part 53, reducing reactor approval costs and times, set to take effect May 3, 2023. * Companies such as Oklo, TerraPower, X-energy, and Kairos received approvals or permits for various reactor projects or fuel fabrication. * The developments include pilot reactor construction, fuel fabrication approval, and potential deployments by the US Department of Energy and military. * The article highlights advances in nuclear technology usage of new chemistry for fuel handling and heat transfer, relevant for clean power in chemical industries. * Ongoing projects indicate progress in small modular reactors (SMRs) and advanced reactor designs in the US during 2023.
243. https://www.whalesbook.com/news/English/energy/AERB-Approves-Excavation-for-Indias-Mahi-Banswara-Nuclear-Project/69cc19043f30946a723cc26a - * The Atomic Energy Regulatory Board (AERB) approved excavation activities at the Mahi Banswara Rajasthan Atomic Nuclear Power Project (MBRAPP). * The project, with an investment of approximately ₹42,000 crore, aims to develop units using 700 MWe Pressurised Heavy Water Reactor (PHWR) technology. * MBRAPP is developed by joint venture company Anushakti Vidyut Nigam Limited (ASHVINI), between NPCIL and NTPC. * The project supports India’s energy security and nuclear capacity expansion, targeting 2.8 GW capacity, contributing to the national goal of 100 GW nuclear power by 2047. * The project faces financial and execution challenges such as funding, delays, and costs related to heavy water infrastructure.
244. https://www.wisbusiness.com/2026/xcel-energy-to-deliver-more-than-130-million-to-upper-midwest-customers-from-nuclear-energy-tax-credit/ - * Xcel Energy will send more than $130 million in savings to customers from federal nuclear tax credits, total reaching over $330 million in two years. * The credits benefit customers in Minnesota, North Dakota, South Dakota, Wisconsin, and Michigan. * Nuclear plants Monticello and Prairie Island provide approximately 27% of the region’s electricity in 2025. * The tax credits, created under 2022 and 2025 laws, support the energy security and carbon-free status of nuclear power. * Additional refunds are provided through Fuel Clause Adjustment process, notably in Minnesota. * The company plans to seek extensions for its nuclear plants' operating licenses.
245. https://telecomtalk.info/government-accelerating-clean-energy-transition-indigenous-capacities/1005827/ - * India’s clean energy transition aims to reduce import dependence, strengthen indigenous capacities, and lead in global sustainability. * The government emphasises securing critical resources like lithium and rare earths, scaling domestic production, and policy measures such as rare earth magnet policies. * India plans to increase nuclear energy capacity by 2047 through a phased approach and wider sector participation. * Initiatives like the National Green Hydrogen Mission and India AI Mission promote innovation and research, supported by increased public investment. * Digital ecosystem growth includes expanding startups, many led by women, fostering technological progress and employment.
246. https://www.washingtontimes.com/news/2026/mar/31/japan-indonesia-boost-energy-security-cooperation-concerns-grow-iran/ - * Japan and Indonesia agreed to deepen economic ties and cooperation in energy security after talks in Tokyo. * A deal was signed in March to enhance collaboration on critical minerals and nuclear energy. * Japan plans to support building a nuclear power plant in Indonesia’s West Kalimantan. * Indonesia intends to develop nuclear power, including small modular reactors by 2034. * The two countries aim to stabilise energy supply chains, including liquefied natural gas, with Indonesia supplying about 5% of Japan’s LNG. * Japan is diversifying its oil sources, releasing reserves to stabilise its market.
247. https://vanguardia.com.mx/dinero/japon-e-indonesia-reforzaran-cooperacion-energetica-ante-guerra-en-iran-FL19744100 - * Japan and Indonesia agree to deepen economic ties and energy security cooperation, including nuclear energy, amid supply uncertainties caused by Middle East war. * The two countries signed a memorandum on March 15 to collaborate on critical minerals and nuclear energy development, possibly including a nuclear power plant in Kalimantan. * Indonesia plans to build two small modular reactors by 2034 and has received proposals from Canada and Russia. * Both countries will cooperate on stabilising supply chains, including liquefied natural gas, with Indonesia being a key supplier to Japan. * Japan promotes nuclear energy as part of its zero emissions initiative, despite the Fukushima disaster, and seeks to diversify its energy sources.
248. https://www.whalesbook.com/news/English/energy/AERB-Approves-Excavation-for-Indias-Mahi-Banswara-Nuclear-Project/69cc19043f30946a723cc26a - * The Atomic Energy Regulatory Board (AERB) granted approval for excavation at Mahi Banswara Rajasthan Nuclear Power Project (MBRAPP). * The project involves two units using 700 MWe Pressurised Heavy Water Reactors (PHWR) and an investment of ₹42,000 crore. * Developed by joint venture Anushakti Vidyut Nigam Limited (ASHVINI), a partnership between NPCIL and NTPC. * The project aims to enhance India's nuclear energy capacity, contributing to energy security and diversifying energy sources. * It aligns with India's broader energy transition and nuclear expansion goals, targeting 100 GW nuclear capacity by 2047.
249. https://energiesmedia.com/terrestrial-energy-doe-nuclear-united-states/ - * Terrestrial Energy, a nuclear technology company, has entered a partnership with the DOE to accelerate IMSR reactor deployment in the United States. * The partnership focuses on developing a pilot facility for IMSR fuel salt production, supporting Project TEFLA. * The agreement allows for operating freely under an Other Transaction Authority (OTA), avoiding traditional federal contracting restrictions. * The project aims to produce low-enriched uranium salt and develop a test reactor for IMSR technology. * The IMSR design aims to provide reliable, low-cost, carbon-free energy, with a planned output of 822 MW thermal energy, approximately 390 MW electricity.
250. https://energiesmedia.com/terrestrial-energy-doe-nuclear-united-states/ - * Terrestrial Energy enters a DOE partnership to commercialise IMSR technology in the US. * The partnership is part of the Project TEFLA initiative to develop a pilot facility for IMSR fuel salt production. * The project aims to enhance domestic nuclear fuel supply chains and reduce foreign dependence. * The IMSR technology focuses on producing cost-competitive, high-temperature, clean energy. * The firm’s plant will generate approximately 390 MW of electricity from 822 MW thermal energy.
251. https://natlawreview.com/press-releases/atha-energy-initiates-ongoing-site-mobilization-advance-2026-angilak - * Ongoing site mobilisation started in mid-March for the 2026 exploration programme at the Angilak Uranium Project, Nunavut, Canada. * Mobilisation includes delivery of a third diamond drill, with activities supported by ATR planes from Yellowknife, Baker Lake, and Rankin Inlet. * The 2026 programme is fully funded with CAD $63 million and will be the largest at the project to date. * Previous campaigns (2024 and 2025) led to uranium discoveries and expansion of mineral footprints. * Exploration activities, including diamond drilling, are expected to start by late April 2026.
252. https://www.marketbeat.com/instant-alerts/f3-uranium-cvefuu-shares-up-69-should-you-buy-2026-03-31/ - ['* F3 Uranium stock rose 6.9% on Tuesday, traded at C$0.16, with a decline in trading volume.', '* The company operates as a uranium project generator and exploration company in Saskatchewan and Athabasca basin.', '* It holds interests in multiple properties covering over 100,000 hectares in Canada.', '* The stock has a market cap of C$104.25 million and currently holds a Hold rating from analysts.']
253. https://www.nucnet.org/news/polish-project-company-submits-construction-licence-for-country-s-first-nuclear-power-station-3-2-2026 - * Poland's state nuclear project company PEJ submitted an application for a construction licence for Poland’s first nuclear power station at Lubiatowo-Kopalino, Pomerania. * The application includes detailed safety and security documentation, exceeding 40,000 pages. * Poland's first nuclear station project involves US-based Westinghouse supplying three AP1000 reactors, with a consortium formed in 2023. * The application submission marks a milestone in Poland’s nuclear history, the first since plans in the 1980s abandoned post-Chernobyl. * Construction is planned to start in Q4 2028, with operation scheduled from 2036 to 2038. * The project secures PLN 60bn in financing, with an estimated total cost around PLN 192-200bn, aiming to reduce dependence on fossil fuels and enhance energy security.
254. https://www.lemonde.fr/energies/article/2026/03/31/nucleaire-bruxelles-ouvre-une-enquete-sur-les-aides-d-etat-pour-la-construction-de-six-nouveaux-reacteurs_6675642_1653054.html - * The European Commission announced an investigation into French state aid granted to EDF for constructing six new nuclear reactors. * The investigation focuses on financing mechanisms, including a 60% state-backed loan and a 'contract on difference'. * The French government aims to complete the project by end of 2026, with construction starting at Penly in late 2028. * The project involves reactor sites at Penly, Gravelines, and Bugey. * This comes amid renewed European support for nuclear energy, with EU leaders recognising its role in energy security and decarbonisation.
255. https://www.themainewire.com/2026/03/nh-governor-signs-order-promoting-nuclear-power-expansion-as-maine-suffers-skyrocketting-energy-costs/ - * New Hampshire Governor Kelly Ayotte signed an executive order to increase nuclear energy production in the state to reduce energy costs. * The order directs the Department of Energy to investigate nuclear development options and regulatory strategies. * The order highlights nuclear energy as a reliable and low greenhouse gas emission power source compared to renewables. * The order aims to counter policies favouring renewable energy that lead to higher regional greenhouse gas emissions and costs. * Maine has experienced a 36% increase in energy costs for 2024-2025, the highest in the US.
256. https://www.lemonde.fr/en/energies/article/2026/03/31/eu-launches-probe-into-french-aid-for-new-nuclear-reactors_6751981_98.html - * The EU has initiated an investigation into French government support for six new nuclear reactors planned by EDF. * The reactors, with a total capacity of 9,990 Megawatts, are scheduled for commissioning between 2038 and 2044. * Construction costs are estimated at €73 billion, with France covering about 60% via subsidised loans. * The investigation aims to assess if the aid complies with EU competition rules and if it is necessary and proportionate. * France supports the review, which aligns with the EU's renewed focus on nuclear energy amid energy security concerns.
257. https://energia.rp.pl/atom/art44075521-jest-wniosek-o-zezwolenie-na-budowe-elektrowni-jadrowej-na-pomorzu - * PEJ złożyły formalny wniosek o zezwolenie na budowę elektrowni jądrowej w Pomorzu, pierwszy taki wniosek od 1989 r., liczący ponad 40 tys. stron, złożony do PAA. * Wniosek zawiera dokumentację potwierdzającą spełnienie wymogów bezpieczeństwa, w tym PSAR, program jakości, klasyfikację bezpieczeństwa i projekt systemu ochrony fizycznej. * Postępowanie w sprawie zezwolenia rozstrzygnie decyzja PAA w ciągu 24 miesięcy, a przewidywana rozpoczęcie budowy to IV kwartał 2028 r. wraz z pierwszym betonem jądrowym. * Inwestor planuje złożyć wniosek o pozwolenie na budowę w 2027 r., a lokalizacja to Lubiatowo-Kopalino, gmina Choczewo. * Obiekt będzie składał się z trzech reaktorów AP1000 o mocy 3750 MWe, wykonawca to Westinghouse-Bechtel.
258. https://www.prnewswire.com/news-releases/american-uranium-advances-wyoming-isr-development-with-resource-growth-and-confidence-upgrade-at-lo-herma-302729525.html - * American Uranium Limited announced an interim mineral resource update for the Lo Herma project in Wyoming's Powder River Basin. * The global mineral resource increased by approximately 10% to 9.45 million pounds eU₃O₈. * 66 holes of 121 permitted drill holes completed; remaining holes scheduled for Q2 2026. * Resources within Mine Units 1, 2, and 3 total 7 million pounds at 46% Indicated, with a planned Scoping Study in Q3 2026. * The project is located in Wyoming, US, and is developing within established ISR uranium jurisdiction.
259. https://ca.finance.yahoo.com/news/eu-opens-probe-french-state-094952612.html - * The European Commission has initiated an investigation into planned French state aid to EDF for building six new nuclear reactors. * The scheme is valued at tens of billions of euros and aims to add about 10 gigawatts of capacity, with the first reactor expected in 2038. * The EU investigation could delay France's nuclear expansion timeline. * The Commission is scrutinising the impact on market competition and safeguards to prevent market distortions. * French officials expect the investigation to proceed swiftly without delaying the project.
260. https://www.streetwisereports.com/article/2026/03/30/uranium-company-advances-major-supply-breakthrough-via-largest-resource-in-u-s.html - * Uranium Energy Corp. has restarted the Christensen Ranch ISR mine in Wyoming and acquired Rio Tinto's Sweetwater mill, becoming the largest US uranium company by potential production. * The company is seeking environmental and regulatory approvals for expansion and new projects in Wyoming and Texas. * It has the largest US-based uranium resource base and operates the largest compliant ISR resource in the country. * US uranium market faces supply challenges, with domestic production limited despite a bullish price environment. * Analysts highlight Uranium Energy Corp. as a key player in rising US uranium demand and supply consolidation.
261. https://www.heavyliftpfi.com/business-2/2026/03/31/mammoet-joins-westinghouse-in-us-nuclear-push/ - * Mammoet joins Westinghouse and over 40 suppliers to promote US AP1000 nuclear power plant construction. * Mammoet provides heavy lifting and transport services for AP1000 projects in Texas and across the USA. * Westinghouse highlights readiness to start nuclear construction with AP1000 units, with two operational at Plant Vogtle. * The US government and Westinghouse aim to build a fleet of large nuclear reactors to boost energy-intensive industries. * Globally, nuclear capacity is expected to increase, with China leading expansion, and US targets 400 GW by 2050.
262. https://nbmediacoop.org/2026/03/30/small-modular-reactors-too-risky-but-consider-another-large-scale-nuclear-plant-says-nb-power-review-panel/ - * A review of NB Power suggests considering a new large-scale nuclear plant at Point Lepreau. * The review does not recommend further pursuit of small modular reactors (SMRs). * The report references delays and challenges faced by SMR development by Moltex and ARC. * It recommends separating Point Lepreau Nuclear from NB Power and initiating planning for another large nuclear plant. * The Department of Energy plans to act on these recommendations by May.
263. https://www.newcivilengineer.com/latest/mott-macdonald-signs-mou-to-help-develop-uk-microreactors-for-off-grid-sites-18-03-2026/ - * Mott MacDonald signed an MoU with Cambridge Atomworks to support the development of the Odin microreactor. * The partnership aims to demonstrate an operational prototype by 2030 and supply off-grid customers globally by the mid-2030s. * The Odin design is a low-pressure, molten-salt-cooled reactor intended for remote applications and can operate without water. * Technical work includes experiments at US laboratories and engagement with US regulatory bodies. * The initiative is part of UK efforts to pursue small modular reactors and advanced nuclear technologies in support of net-zero goals.
264. https://mining.com.au/american-uranium-grows-lo-hermas-resource/ - * American Uranium (ASX:AMU) increased its interim resource to 9.45 million pounds of radiometric equivalent triuranium octoxide at Lo Herma, Wyoming.
265. https://www.moomoo.com/community/feed/oil-prices-surging-war-rages-on-which-clean-energy-sectors-116321380925446 - * Oil prices have surged due to ongoing Middle East conflict and its impact on energy supply chains. * The crisis highlights the geopolitical risks of relying on the Strait of Hormuz for global oil transit. * The shift in global energy security focus benefits nuclear power, especially small modular reactors and uranium. * European renewable capacity is already providing buffer during energy crunch periods. * Lithium remains a significant clean energy element, outperforming other commodities. * Governments are prioritising energy independence, accelerating clean energy investments.
266. https://kalkinemedia.com/au/stocks/metal-and-mining/resource-update-asx-all-ords-highlights-uranium-move - * American Uranium Limited advances resource expansion at Lo Herma within the Australian materials sector. * The resource updates reflect ongoing exploration and project development activities. * Sector focuses on uranium exploration, supporting energy supply and industry growth. * Activities include geological interpretation and data analysis aligned with industry standards. * The company’s exploration contributes to broader mining industry participation and market engagement.
267. https://www.prnewswire.com/news-releases/denison-announces-filing-of-annual-report-on-form-40-f-302729157.html - * Denison Mines Corporation filed its 2025 Annual Report on Form 40-F with the SEC and Canadian authorities, available on its website and SEDAR+. * The company owns interests in uranium projects in Saskatchewan, Canada, including Wheeler River, Phoenix deposit, McClean Lake joint venture, Midwest deposits, and Waterbury Lake properties. * Permitting for the Phoenix project was approved in July 2025 (Saskatchewan) and February 2026 (federal), enabling construction. * Denison celebrates 70 years in uranium mining in 2024. * The company has a 95% interest in Wheeler River, with developments indicating potential for low-cost uranium mining.
268. https://www.fool.com/investing/2026/03/30/best-3-nuclear-energy-stocks-to-buy-right-now/ - * The article reviews the increasing role of nuclear power in global energy strategies, citing industry growth projections and demand for uranium. * It highlights Cameco as a major uranium supplier, with plans for long-term demand growth. * Vistra's investments in nuclear capacity and major corporate agreements are presented as indicators of nuclear power's commercial viability. * NuScale Power's development of small modular reactors (SMRs) and their potential for localisation and rapid deployment are discussed. * The article emphasises nuclear power's contribution to energy independence and decarbonisation efforts.
269. https://www.ans.org/news/2026-03-30/article-7889/gle-gets-incentives-draft-eis/ - *Kentucky Economic Development Finance Authority offers a 15-year incentive package based on a $1.76 billion investment and employment targets. *GLE is working on laser-based uranium enrichment technology and plans to re-enrich depleted uranium at Paducah by 2030. *The project supports cleanup efforts and U.S. uranium independence. *GLE has previously received $600 million in funding and a grant from Kentucky authorities, and is advancing next-generation enrichment technology. *The CEO expressed support for Kentucky’s leadership in nuclear fuel technology and domestic supply chain development. *Comments on the draft EIS are due by May 11, with contact details provided for NRC officials.
270. https://www.gandul.ro/politica/nicusor-dan-considera-o-greseala-a-trecutului-renuntarea-la-energie-nucleara-20846125 - * Nicușor Dan consideră renunțarea la energia nucleară o greșeală a trecutului, exprimând speranţă pentru sprijin european în următorul buget multiannual, pentru energie nucleară. * El afirmă importanţa recunoaşterii nuclearului pentru o piaţă energetică unică în Europa. * Bogdan Ivan anunţă că România va tripla capacitatea de producţie nucleară în următorii 10 ani, cu progrese în reactoare şi tehnologii precum CANDU şi SMR. * România are 60 de ani de experienţă în energie nucleară, acoperind aproximativ o cincime din consumul naţional de electricitate, cu reactoare performante în clasament mondial.
271. https://capitolweekly.net/california-faces-a-new-nuclear-era-will-it-lead-or-watch/ - * In 2022, California extended the life of Diablo Canyon, supplying 9% of its power and 15% of zero-carbon electricity. * The decision was seen as a sign that nuclear power could be defended in California, but efforts to develop new reactors failed. * Other states and countries are lifting nuclear moratoria and increasing nuclear energy roles. * Federal programs support reactor development, advanced fuels, and fuel recycling. * Nuclear power provides grid stability, reduces dependence on fossil fuels, and addresses geopolitical energy concerns. * Advanced technologies like small modular reactors offer greater safety and flexibility. * The article advocates for California to lead in nuclear innovation alongside renewables, leveraging local resources and research. * The author urges California to act decisively to shape the future of clean energy through nuclear power.
272. https://www.ans.org/news/2026-03-30/article-7888/us-air-force-opens-power-reactor-rfi/ - * The U.S. Air Force has released a request for information (RFI) to assess industry capabilities for small nuclear reactors of 1–300 MWe. * The RFI aims to determine confidence in developing, installing, and deploying microreactors and small modular reactors. * Focus areas include technical capability, safety, fuel strategy, deployment, and commercial structure. * The programme builds on previous microreactor projects like Eielson AFB pilot, Oklo contract, and others supporting secure, carbon-free power. * Interest in nuclear microreactors is shared across military branches, including the Army's Janus Program and Project Pele.
273. https://www.globenewswire.com/news-release/2026/03/30/3264561/0/en/Terra-Innovatum-Enhances-Leadership-for-Commercial-Scale-Up-with-Appointment-of-Former-AREVA-CEO-and-CFO-Kathy-Williams.html - * Terra Innovatum announces the appointment of Kathy Williams as Chief Financial Officer. * The company is progressing towards Construction Permit Application (CPA) readiness with the U.S. Nuclear Regulatory Commission. * SOLO™ Micro-Modular Reactor (SMR™) is to be available globally within three years. * SOLO™ addresses global energy demands with scalable, CO2-free power applications including off-grid, industrial, and medical uses. * The company aims for rapid deployment from its design, with a focus on safety, licensing, and supply chain minimisation.
274. https://www.power-technology.com/news/rolls-royce-smr-studsvik-sign-mou-to-boost-smr-supply-chain/ - * Rolls-Royce SMR and Studsvik AB sign a Memorandum of Understanding (MoU) to deepen cooperation across nuclear services for SMRs. * The agreement evaluates Studsvik’s capabilities as potential enablers for Rolls-Royce SMR’s factory‑built nuclear power plants. * The MoU covers fuel qualification, plant life management, hot‑cell technology, core design, operational modelling, and licensing support. * The collaboration aims to strengthen the European supply chain and accelerate SMR deployment in the UK, Nordics, and wider Europe. * Rolls‑Royce SMR is involved in projects with Great British Energy, Czech utility ČEZ, and Vattenfall, expanding its international presence.
275. https://www.businesswire.com/news/home/20260330377076/en/Oklo-Blykalla-to-Expand-Strategic-Partnership-Through-U.S.-Investment-and-Collaboration?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - * Oklo Inc. and Blykalla AB announced an expanded transatlantic partnership to accelerate fast reactor development and deployment. * The collaboration includes investments and engineering resources from Blykalla, subject to final planning. * The partnership aims to support reactor pilot projects, neutronics and thermohydraulics analyses, and fast-neutron irradiation testing. * Blykalla’s lead-cooled reactor, SEALER, is designed for commercial deployment and high-density power output. * Both companies will operate within US and European regulatory frameworks, including US Department of Energy programmes.
276. https://www.nucnet.org/news/india-hails-concrete-pouring-landmark-at-kaiga-phwr-nuclear-plants-3-1-2026 - * NPCIL announced the start of construction for Units 5 and 6 at Kaiga in Karnataka, India. * The project involves pouring of concrete for the foundation slabs and was completed in March 2026. * Kaiga-5 is expected to achieve first criticality around 2031, five years after construction began. * The units are 700-MW PHWRs part of India’s planned series of 10 such reactors. * India has 21 operational nuclear plants and six under construction, excluding Kaiga-5 and -6.
277. https://www.rivieramm.com/news-content-hub/dnv-war-with-iran-may-accelerate-global-energy-transition-88307 - * The war in Iran has caused a major fossil fuel supply shock, potentially boosting renewables and nuclear energy.
278. https://www.sondakika.com/ekonomi/haber-akkuyu-ngs-ile-enerji-arz-guvenligi-artiyor-19698871/ - * Mehmet Bozkuş states that Akkuyu Nuclear Power Plant (NGS) opens a new era in energy supply security in Turkey. * Bozkuş highlights the strategic importance of nuclear energy for long-term energy independence, stability, and environmental targets. * The article discusses Turkey’s energy policy focusing on diversification, reduction of external dependencies, and integration of nuclear with renewable sources. * Bozkuş mentions that nuclear energy can meet about 10% of Turkey's electricity needs and reduce reliance on natural gas, aiding in lowering emissions. * The development of nuclear technology and local capacity is viewed as a strategic long-term benefit for Turkey.
279. https://www.sondakika.com/guncel/haber-turkiye-nin-enerji-stratejileri-krizde-test-ediliy-19698867/ - * Turkey's energy security strategies, including diversification and nuclear energy, are under test following regional conflicts starting in 2023. * The Russia-Ukraine conflict, OPEC production cuts, and Middle East war have significantly impacted global oil and gas prices. * Turkey is increasing domestic production, diversifying imports, and expanding nuclear energy capacity. * The country aims to become an energy hub, leveraging regional corridors and regional cooperation to enhance energy independence. * The conflict-driven crisis presents opportunities for Turkey to strengthen its energy position and infrastructure.
280. https://www.iltempo.it/general/2026/03/30/news/cnpr-forum-europa-burocrazia-investimenti-47050273/ - * The forum discussed Europe's need for investment in energy, including nuclear, renewables, and infrastructure. * Italian officials highlighted the importance of stabilising regulations and long-term strategy. * Spain's renewable energy success was cited as a model for Italy to reduce dependency on fossil fuels. * Participants emphasised the significance of modernising the European energy market and increasing energy storage. * Conclusions stressed the role of nuclear power and renewables in achieving energy independence and competitiveness.
281. https://www.whalesbook.com/news/English/energy/Iran-Conflict-Sparks-LNG-Crisis-Driving-Global-Push-for-Energy-Security/69ca30262850f02827f64915 - * The conflict in Iran has disrupted global natural gas markets and affected Qatar's LNG exports. * It caused price swings and increased demand for alternative energy sources. * U.S. LNG exporter Cheniere Energy benefits from market volatility but faces long-term risks. * Geopolitical disruptions undermine trust in LNG, prompting nations to prioritise energy security. * Countries are accelerating investments in renewables and nuclear to reduce reliance on imports. * Market outlook suggests a potential slowdown in LNG demand growth due to geopolitical risks and energy diversification. * Future energy strategies are shifting focus from cost to resilience and independence.
282. https://cyprus-mail.com/2026/03/30/eu-invests-in-fusion-energy-and-nuclear-research - * The European Commission adopted a work programme for 2026 and 2027 under the Euratom Research and Training Programme. * The programme allocates €222 million to fusion energy development and €108 million to nuclear fission research. * It supports the development of fusion technologies, including a European public-private partnership and fusion start-ups. * The initiative aims to enhance EU energy independence, safety, and innovation, with an emphasis on fusion and nuclear safety. * It includes funding for nuclear medicine, international cooperation, and access to research facilities across the EU.
283. https://energiesmedia.com/holtec-international-smr-300-reactors-palisades/ - * Holtec International progresses with its plans to deploy SMR-300 reactors at the Palisades Energy Center. * The company submitted part of its construction permit application to the U.S. Nuclear Regulatory Commission in late 2025. * The project aims to bring reactors online in the early 2030s, with a dual-unit configuration expected to generate 600 MW. * The SMR-300 is a water reactor designed to produce over 300 MW, featuring passive safety systems. * The U.S. Department of Energy supports the project with a $400 million award, promoting nuclear innovation and safety.
284. https://www.el-balad.com/16896147 - * The ongoing Iran conflict has caused severe energy supply disruptions in Asia, especially due to the Strait of Hormuz blockage. * Asian governments are increasing coal usage, restarting plants, and lifting caps to meet energy demands. * Several countries are accelerating nuclear energy projects, including Vietnam, Malaysia, China, Taiwan, and the Philippines. * The crisis may lead to long-term shifts in energy consumption, including higher adoption of electric vehicles. * China maintains energy stability through coal, nuclear, and renewables, affecting regional fuel supplies.
285. https://interestingengineering.com/energy/us-ai-nuclear-reactor-licensing - * The US Department of Energy used AI to streamline the nuclear regulatory process for advanced reactors. * AI mapping converted safety analysis documents into licensing documents, reducing process time from weeks to one day. * The AI tool, Gordian, was built on Microsoft Azure and used for the Nuclear Regulatory Commission licensing process. * This approach aims to improve efficiency and accuracy in nuclear technology deployment. * This initiative supports the broader goals of nuclear energy as part of energy security and climate strategies.
286. https://interestingengineering.com/energy/us-ai-nuclear-reactor-licensing - * The US Department of Energy used AI to streamline nuclear regulatory processes, transforming safety analysis documents into licensing applications. * The AI-generated document took one day, compared to four to six weeks typically required. * The AI tool identified missing information and was built on the Microsoft Azure platform, using Everstar's Gordian AI solution. * The process advances nuclear energy deployment and regulatory review efficiency, supporting advanced reactor demonstrations. * Key organisations include the US Department of Energy, NRC, Everstar, and Microsoft.
287. https://www.ad-hoc-news.de/boerse/news/ueberblick/global-atomic-stock-zinc-cash-flow-supports-dasa-uranium-mine-funding/69022452 - * Global Atomic uses cash flow from zinc joint venture in Turkey to support development of the Dasa uranium project in Niger. * The company aims to start construction following negotiations on debt and strategic partnerships. * Dasa is a high-grade uranium deposit in Niger, with exploration transitioning into production. * Zinc dividends provide financial stability and risk mitigation during uranium project funding. * North American investors are attracted due to diversification, regulatory transparency, and uranium supply chain exposure.
288. https://www.ad-hoc-news.de/boerse/news/ueberblick/s-n-nuclearelectrica-s-a-stock-romania-s-key-nuclear-power-producer-and/69019964 - * S.N. Nuclearelectrica S.A. operates Romania's sole nuclear power plant, generating about 20% of the country's electricity. * The company manages two units at Cernavoda with a capacity of 715 MW each, utilising CANDU-6 reactors. * It plays a strategic role in Europe's nuclear infrastructure, with plans for Units 5 and 6. * The company benefits from government backing, regulated contracts, and a stable financial profile. * It offers indirect exposure to Europe's nuclear energy trend for North American investors. * Risks include regulatory hurdles and supply chain vulnerabilities.
289. https://americanpress.com/2026/03/17/louisiana-preparing-nuclear-energy-framework-as-power-demand-grows/ - * Louisiana officials are developing a state framework to support growth in nuclear energy. * The initiative is linked to Louisiana's economic development goals amidst rising power demand. * A working group examined advanced nuclear generation and supply chain in December 2024. * Louisiana supports policies to expedite environmental permitting for small modular reactors. * LSU partners with Idaho National Laboratory on nuclear research and education.
290. https://siliconcanals.com/sc-w-ai-broke-the-energy-grids-assumptions/ - * The rise of data centres for AI has created a new demand for continuous electricity supply, challenging previous energy planning assumptions. * Natural gas remains the dominant choice in the US but faces supply chain bottlenecks delaying turbine production. * Small modular reactors (SMRs) are attempting to achieve commercial operation within a tight timeframe, with companies like TerraPower, Oklo, Kairos Power, and X-energy targeting 2028–2030. * The fusion energy sector has crossed a milestone, moving from research to commercial timelines. * Tech companies' investment and long-term purchase agreements are influencing nuclear power’s potential growth.
291. https://www.aol.com/articles/smr-stock-buy-under-20-072500240.html - * NuScale Power is developing small modular reactor (SMR) technology and has been selected by TVA to deploy SMRs in the US. * NuScale's reactor is the only SMR approved by the U.S. Nuclear Regulatory Commission. * NuScale has a project in Romania generating $63.1 million between Q2 2024 and Q4 2025. * The company trades below $20 and is nearing field deployment but remains reliant on investor funding and government projects. * The article discusses the financial and deployment status of NuScale and similar companies, indicating risk and potential speculative investment.
292. https://www.fool.com/investing/2026/03/29/is-smr-stock-a-buy-under-20-a-long-term-look-at-th/ - ['* The article discusses the development of small modular reactors (SMRs) in nuclear energy, focusing on NuScale Power.', '* NuScale Power has been selected by the Tennessee Valley Authority (TVA) to deploy SMRs, with commercial operation targeted for the early next decade.', '* NuScale is trading below $20 and is the closest to deploying an SMR in the field among its competitors.', "* The company's revenue heavily depends on projects, mainly in Romania, with revenue decline observed in 2025 and reliance on investor and government funding.", "* NuScale's reactor design is the only SMR approved by the U.S. Nuclear Regulatory Commission (NRC)."]
293. https://www.aol.com/articles/smr-stock-buy-under-20-072500240.html - * NuScale Power is developing small modular reactor (SMR) technology, approved by the US Nuclear Regulatory Commission. * It has been selected by TVA to deploy 6 gigawatts of SMRs across seven states, with commercial operation aimed for early next decade. * NuScale's revenue largely depends on a project in Romania; revenue declined in 2025 from Q1 to Q4. * The company remains highly reliant on investor funding and government projects, making it a risky, speculative investment. * NuScale is not among the top stocks recommended by Motley Fool Stock Advisor as of March 2026.
294. https://nuclear-news.net/2026/03/29/1-a-a-great-british-nuke-off-in-wales/ - * Rolls-Royce proposes to site its small modular reactors (SMRs) at Wylfa, Anglesey, with plans for three reactors, potentially extending to eight. * The UK government allocated £2.5 billion in public funding for the initial three SMRs. * The project involves environmental assessments and regulatory compliance, costing £25 million, with concerns raised by Welsh politicians. * The article criticises the environmental credibility and Britishness of Rolls-Royce's nuclear ambitions. * Investors include Qatar Investment Authority, Perenco, Constellation (Exelon), and CEZ; the firm is partly owned by German BMW.
295. https://www.standard.net/news/2026/mar/28/utah-to-apply-with-feds-for-a-nuclear-campus-in-remote-tooele-county/ - * Utah Governor Spencer Cox and local leaders announced plans to apply for a nuclear lifecycle innovation campus in Tooele County. * The campus could include fuel fabrication, enrichment, reprocessing, waste disposition, and possibly advanced reactor deployment. * Utah aims to strengthen energy security and reduce reliance on foreign supply chains. * The application is nearly finalised, with a submission expected within a week. * The proposal considers thousands of acres owned by Utah’s Trust Lands Administration. * The campus could generate over 10,000 jobs and potentially bring investment of around $50 billion. * Utah emphasises safety, modern nuclear technologies, and rebuilding U.S. nuclear capabilities. * Legislation supporting the initiative includes laws on nuclear fuel recycling, regulation, and state support for nuclear development.
296. https://www.trend.az/business/green-economy/4168995.html - * Kazakhstan plans to increase its power generation capacity by more than 26 GW by 2035. * The expansion includes thermal, renewable, coal, gas, and nuclear power plants. * Renewable energy’s share is expected to rise to 15% by 2030 and 50% by 2050. * The country aims to achieve carbon neutrality by 2060. * Construction of the first nuclear power plant is planned by 2035 to replace retiring coal capacities.
297. https://skillings.net/uranium-conversion-plant-fluxpoint-the-fuel-cycle-and-2026-outlook/ - * FluxPoint Energy plans to build a uranium conversion facility in Texas by 2026, the first on U.S. soil since the Eisenhower era. * The facility aims to eliminate U.S. dependence on foreign suppliers like Russia for UF6, crucial for nuclear enrichment. * Utilising a modular "volatility process", FluxPoint's plant will have 2-4 independent trains processing approximately 2,500 metric tonnes of uranium annually. * The project aligns with legislation banning Russian uranium imports and the US desire for energy security and decoupling from geopolitical adversaries. * FluxPoint faces competition from Uranium Energy Corp’s larger planned conversion capacity, but emphasises flexibility and de-risking with modular design.
298. https://neutronbytes.com/2026/03/28/using-ai-to-reduce-reactor-licensing-timelines/ - * The U.S. Department of Energy, in collaboration with national laboratories and private companies, successfully used AI to generate NRC licensing documents faster than traditional methods. * AI tool Gordian produced a 208-page licensing document in one day, compared to weeks with manual review. * The project aims to reduce licensing time and improve accuracy, supporting commercial deployment of advanced reactors. * NRC is adopting AI internally and exploring its use to expedite review of new reactor designs. * Advanced licensing framework Part 53 was issued to modernise regulations and accelerate deployment of innovative nuclear reactors.
299. https://www.marketbeat.com/instant-alerts/denison-mines-tsedml-share-price-crosses-above-200-day-moving-average-should-you-sell-2026-03-28/ - * Denison Mines' stock crossed above its 200-day moving average during trading on Friday, with the stock reaching C$4.84. * Several analysts have increased price targets and maintain buy ratings on the stock. * The company's market capitalisation is C$4.29 billion, with a PE ratio of -19.79. * Insider director David Daniel Cates sold 360,000 shares on January 28th. * Denison Mines is a uranium exploration and development company primarily in Saskatchewan, Canada.
300. https://www.eqmagpro.com/modi-government-accelerating-clean-energy-transition-with-focus-on-indigenous-capacities-and-indigenous-technologies-dr-jitendra-singh-eq/ - * India’s government is advancing its clean energy transition as part of a broader national strategy, focusing on indigenous capacities, domestic manufacturing, and innovation. * India aims to reduce import dependence, strengthen domestic supply chains, and position itself as a global leader in sustainable development. * Nuclear energy is highlighted as a key component of future energy demands, with a target to increase capacity by 2047. * The government is promoting collaboration between industry, academia, and government to scale technologies and research. * Policy initiatives include the National Green Hydrogen Mission, India AI Mission, and the development of critical minerals like lithium and rare earth magnets.
301. https://www.eqmagpro.com/modi-government-accelerating-clean-energy-transition-with-focus-on-indigenous-capacities-and-indigenous-technologies-dr-jitendra-singh-eq/ - * India’s government is accelerating its clean energy transition as part of a larger national strategy to reduce import dependence and strengthen indigenous capacities. * The strategy emphasises innovation, domestic manufacturing, and research-driven solutions, with nuclear energy playing a central role. * India has established its first indigenous permanent magnet plant; policies support domestic supply chains for critical materials. * India aims to significantly increase nuclear capacity by 2047 through a phased, collaborative approach involving government and non-government stakeholders. * Initiatives include the National Green Hydrogen Mission, India AI Mission, and National Quantum Mission, alongside increased research investment. * The country promotes collaboration between industry, academia, and government, fostering rapid technological growth and a thriving startup ecosystem.
302. https://www.defenseworld.net/2026/03/28/td-securities-downgrades-cameco-tsecco-to-hold.html - • TD Securities downgraded Cameco (TSE:CCO) from 'strong-buy' to 'hold' in a research report. • Various analysts provided updates on Cameco's target prices and ratings. • Cameco's stock opened at C$144.31, with a 50-day moving average of C$159.29. • The company reported quarterly earnings of C$0.50 per share on C$1.20 billion revenue. • Cameco is a major uranium producer with operations including the McArthur River mine in Saskatchewan.
303. https://techcrunch.com/2026/03/28/what-will-power-the-grid-in-2035-the-race-is-wide-open/ - * AI’s demand for power drives investment into fusion and fission startups. * Natural gas is challenged by supply chain vulnerabilities, shortages, and delays. * Several small modular reactor (SMR) companies aim to start commercial operation before 2030. * Fusion power startups aim to deploy reactors in the early 2030s, with Helion targeting 2028. * Cost remains a challenge for nuclear and fusion, while renewables and batteries become more cost-effective. * Renewables paired with batteries are increasingly competitive, with prices ranging from $50 to $130 per megawatt-hour.
304. https://indianmasterminds.com/news/government/india-clean-energy-transition-indigenous-technology-nuclear-energy-193963/ - * India prepares for a global leadership role in clean energy, emphasising domestic capabilities and reducing import dependence. * The strategy includes expanding renewable power, developing indigenous lithium and rare earth materials, and supporting innovation. * Nuclear energy will play a central role in India’s long-term energy future, with plans to expand capacity by 2047 and involve private sector participation. * The government promotes public-private collaboration and mission-driven national programmes such as the Green Hydrogen, AI, and Quantum initiatives. * Increased public investment in R&D aims to develop advanced technologies and strengthen energy sustainability.
305. https://ccemagazine.com/news/uk-moves-to-accelerate-nuclear-projects-through-sweeping-regulatory-reform/ - * The UK government announced plans in 2025 to overhaul nuclear power regulation, aiming to reduce development timelines and costs. * The reforms follow the Nuclear Regulatory Taskforce report, led by John Fingleton, which recommended streamlining oversight. * A new Commission for Nuclear Regulation is expected to replace the Office for Nuclear Regulation by 2027. * The reforms seek to create a real risk-based regulatory environment to support nuclear expansion as part of the UK’s energy strategy. * Government is investing £65.6 million in nuclear research and workforce development, including training over 500 PhD students. * Emphasis on maintaining safety standards while improving approval processes to boost energy security and decarbonisation.
306. https://ccemagazine.com/news/uk-moves-to-accelerate-nuclear-projects-through-sweeping-regulatory-reform/ - * The UK government plans to overhaul the nuclear regulatory framework to expedite project development and reduce costs by 2027. * Reforms follow the Nuclear Regulatory Taskforce report of November 2025, led by John Fingleton. * A new Commission for Nuclear Regulation is planned to replace the Office for Nuclear Regulation as the primary regulator. * The reforms aim to establish a proportionate, evidence-based safety environment focused on real risks. * Investment in nuclear research and workforce development includes £65.6 million funding and training over 500 doctoral students. * The initiative supports advanced reactors, small modular reactors, and enhances UK’s nuclear capability aligned with long-term energy strategies.
307. https://indianexpress.com/article/opinion/columns/climate-change-india-good-story-tell-10605296/ - * India announced its 2030-2035 Nationally Determined Contributions (NDCs) under the Paris Agreement, emphasising targets for emissions, renewable energy capacity, and carbon sinks. * Targets for non-fossil fuel capacity have been exceeded, with plans to increase to 60% by 2035. * The government aims for 100 GW of nuclear power by 2047, with amendments allowing private sector participation. * The article discusses the significance of nuclear and hydrogen energy for India's climate and energy security goals. * Highlights the importance of regional and international collaboration for climate adaptation and energy transition.
308. https://www.riotimesonline.com/asia-intel-brief-japan-budget-china-panama-nuclear-pivot-shield/ - * Japan adopts a provisional budget of ¥8.56 trillion to cover early fiscal year spending, signalling political and economic disruption in Japan. * China detains nearly 70 Panama-flagged ships since March 8 as retaliation after Panama court voids CK Hutchison port concession, impacting global shipping infrastructure. * Several Asian countries, including Japan, China, Vietnam, the Philippines, and South Korea, are accelerating nuclear development programmes post-Hormuz crisis. * South Korea shifts its Africa policy, cutting aid in favour of securing critical minerals for AI and defence industries. * Japan allocates ¥100 billion for the SHIELD drone defence system to block naval invasion, targeting completion in March 2028.
309. https://skillings.net/how-to-integrate-uranium-mining-trends-with-your-2026-ai-infrastructure-portfolio/ - - The article discusses the link between AI data centre power demand and uranium supply, forecasting a significant increase in uranium consumption by 2026. - It highlights policy shifts in the US to quadruple nuclear capacity, utility procurement delays, and increased financial activity in uranium markets. - Key projects and companies such as NexGen Energy, Deep Yellow, and US ISR producers are identified as important for supply development. - Market concentration among Kazatomprom and Cameco presents supply risks amid rising demand. - The article advocates strategic positioning in uranium through senior producers, development projects, and physical trusts, considering geopolitical and logistical risks.
310. https://www.dailysignal.com/2026/03/27/europes-blackout-war/ - * Russia's invasion of Ukraine has targeted energy infrastructure, affecting Ukraine's energy supply. * Poland has diversified its energy sources, reducing imports of Russian oil and gas to nearly zero by 2025. * Hungary maintains reliance on Russian energy, citing infrastructure limitations. * Poland has expanded US and Norwegian energy imports, including the Baltic Pipe and liquefied natural gas terminals. * Russia has damaged Baltic Sea infrastructure, complicating regional energy security. * Poland plans to enhance naval security and regional NATO cooperation to protect energy infrastructure. * Europe's energy transition involves diversifying supply sources and increasing nuclear and renewable energy deployment.
311. https://wzid.com/news/042240-governor-ayotte-issues-executive-order-to-foster-next-generation-nuclear-in-new-hampshire/ - * NH Governor Kelly Ayotte issues an executive order to explore and develop next-generation nuclear power. * The order directs the New Hampshire Department of Energy to create a nuclear energy roadmap. * Preliminary findings are due within six months; final report in two years. * The initiative aims to reduce energy costs and expand supply in New Hampshire. * Focuses on advancing nuclear energy as a low-emission energy source.
312. https://tass.com/pressreview/2107849 - * The US may use talks with Iran as a cover for a ground invasion amid President Donald Trump’s falling approval ratings. * The EU continues to ban Russian nuclear fuel, impacting five EU countries with Soviet-type reactors. * The US resumes pressure on Ukraine to resolve conflict, with divisions within Europe over sanctions and security guarantees. * The US denies Nicolas Maduro’s right to a defence, citing restrictions on his funds during his trial. * The EU plans to phase out Russian nuclear materials despite objections, potentially increasing costs for European energy. * US lifted sanctions on Belarusian potassium producer Belaruskaliy, with possible shifts in export markets.
313. https://datacenterpost.com/these-nuclear-reactors-can-benefit-idaho-power-americas-ambitions/?utm_source=rss&utm_medium=rss&utm_campaign=these-nuclear-reactors-can-benefit-idaho-power-americas-ambitions - * The article discusses America's energy needs, the role of small modular reactors (SMRs), and Idaho’s involvement. * SMRs are presented as a practical solution for expanding power capacity, reducing costs, and improving safety. * The Idaho National Laboratory and its National Reactor Innovation Center are highlighted for their roles in SMR development. * The article references government initiatives, executive orders, and regulatory reforms aimed at advancing nuclear technology. * Emphasis is placed on SMRs' potential to support data centres and contribute to broader energy strategies.
314. https://www.op-marburg.de/wirtschaft/schweden-neue-atomreaktoren-sollen-nach-ueber-50-jahren-kommen-historischer-schritt-ZNMRKCWTW5E3HEDYFBYVTV37IU.html - * The Swedish government is exploring the possibility of building new nuclear reactors, with a private company, Kärnfull Next, applying for a construction permit. * The project involves up to six small modular reactors (SMRs) in Valdemarsvik with a combined capacity of 1200 to 1600 MW. * The government has supported law changes that provide low-interest loans and guaranteed minimum prices for electricity for 40 years to promote nuclear investment. * Vattenfall is also planning to build small reactors at the Ringhals site. * The initiative is part of Sweden’s broader strategy to reduce reliance on fossil fuels and enhance energy independence.
315. https://datacenterpost.com/these-nuclear-reactors-can-benefit-idaho-power-americas-ambitions/?utm_source=rss&utm_medium=rss&utm_campaign=these-nuclear-reactors-can-benefit-idaho-power-americas-ambitions - * The article discusses the potential benefits of small modular reactors (SMRs) for America's energy infrastructure and the Idaho National Laboratory's role in their development. * President Trump announced a pledge to ensure tech companies bear the costs of new data centres, with many signing the 'Bring Your Own Power' pledge. * SMRs are described as compact, factory-built nuclear plants that could expand power capacity efficiently. * The White House issued executive orders to expand the Department of Energy’s authority to regulate new advanced reactors. * The Department of Energy’s Nuclear Reactor Innovation Center (NRIC) launched the Nuclear Energy Launch Pad to test new nuclear technologies. * The article highlights the need for regulatory reforms to accelerate the growth of nuclear power, including SMRs.
316. https://interestingengineering.com/energy/us-uranium-conversion-plant-nuclear-reactors - * Texas-based startup FluxPoint Energy plans to build the first new US uranium conversion facility in over seven decades, announced at CERAWeek in Houston.* * The facility aims to address domestic fuel supply chain gaps and support energy independence.* * The plant will convert uranium oxide into uranium hexafluoride (UF6) for enrichment.* * The project has secured a site and completed market analysis.* * This development aims to bolster US nuclear fuel capabilities and national security.*
317. https://www.eenews.net/articles/republican-bill-would-codify-trump-nuclear-orders/ - ["* Legislation titled 'Strengthening American Nuclear Energy Act' announced to codify four executive orders on nuclear energy", "* The bill seeks to turn last year's orders into law to speed up the deployment of new reactors and streamline Nuclear Regulatory Commission operations", '* Republican senators and representatives from Wyoming and Florida promote the bill as supporting next-generation nuclear energy for America', '* The legislation reflects continued support for nuclear energy policies initiated under President Trump']
318. https://www.eenews.net/articles/foreign-affairs-panel-advances-nuclear-energy-bill/ - * The House Foreign Affairs Committee advanced the 'U.S.-European Nuclear Energy Cooperation Act' in the US. * The bill passed with bipartisan support in a 43-3 vote. * The legislation aims to increase US-EU collaboration in nuclear energy development. * The bill was introduced by Rep. Bill Keating (D-Mass.), targeting cooperation to counter Russia’s influence in nuclear energy. * The focus is on developing capacity, supply chains, and responsible use of nuclear technology in Europe.
319. https://datacenterpost.com/these-nuclear-reactors-can-benefit-idaho-power-americas-ambitions/?utm_source=rss&utm_medium=rss&utm_campaign=these-nuclear-reactors-can-benefit-idaho-power-americas-ambitions - * The article discusses the potential for small modular reactors (SMRs) to expand power capacity in the US, highlighting Idaho's role. * The Biden administration issued executive orders to regulate new advanced reactors and approve at least three new reactors. * The Department of Energy's Nuclear Reactor Innovation Center (NRIC) announced its Nuclear Energy Launch Pad to test advanced nuclear technologies. * Regulatory reforms are being pursued to accelerate growth and streamline licensing of nuclear power including SMRs. * These developments aim to address US energy needs and support technology sectors like data centres.
320. https://interestingengineering.com/energy/us-uranium-conversion-plant-nuclear-reactors - * Texas-based startup FluxPoint Energy plans to build the first new US uranium conversion facility in over seven decades. * The facility aims to address a critical gap in the domestic nuclear fuel supply chain, focusing on converting uranium oxide to UF6. * The project is in active development with site secured and market demand evaluated. * The initiative supports US energy independence, nuclear reactor deployment, and national security. * The US uranium supply chain remains concentrated abroad, particularly in Russia and China, raising strategic concerns.
321. https://financialpost.com/globe-newswire/premier-american-uranium-announces-2026-new-mexico-work-program-targeting-optimization-of-cebolleta-preliminary-economic-assessment - * Premier American Uranium outlines its 2026 work programme in New Mexico, focusing on the Cebolleta project. * The programme aims to optimise the Preliminary Economic Assessment through exploration and potential regulatory permits. * The announcement is a forward-looking statement with associated risks and uncertainties. * Location specified as New Mexico, USA. * The project involves uranium mineral exploration with potential economic development implications.
322. https://www.lowyat.net/2026/387563/malaysia-currently-studying-nuclear-energy-for-long-term-security/ - * Malaysia is conducting a comprehensive assessment of its potential nuclear energy programme, including policy, legal, regulatory, and feasibility studies. * The assessment is led by MyPower Corporation Malaysia, under the Ministry of Energy Transition and Water Transformation. * The country aims to adopt nuclear power by 2031 as part of its energy generation capabilities. * The initiative supports Malaysia’s efforts for long-term energy security and clean energy transition amid global geopolitical uncertainties. * The assessment aligns with international guidelines from the International Atomic Energy Agency (IAEA).
323. https://www.nwt.se/2026/03/27/energipolitik-som-utgar-fran-sakerhet-robusthet-och-sjalvstandighet-10886/ - * The article argues that energy is a matter of national security and emphasises Sweden's need for energy independence. * It highlights the impacts of geopolitical instability, such as US and Iran conflicts, on energy prices and economy. * The authors criticise Sweden's recent policy shifts reducing support for renewable fuels, citing negative effects on investment and energy transition. * They propose accelerating electrification, expanding renewable energy, and utilising existing nuclear power to reduce reliance on imported fossil fuels. * The article advocates for strengthening energy security through policy measures that promote renewable and nuclear energy, boosting resilience and economic independence.
324. https://www.facebook.com/kenyanewsagency/videos/james-orengo-says-to-reach-first-world-status-nuclear-power-is-a-must-during-the/1648628029919692/ - * James Orengo states that nuclear power is essential for Kenya to reach first-world status during the International Conference on Nuclear Energy at KICC. * President William Ruto attended the event. * Kenya calls for stronger global partnerships, innovative financing, and accelerated technology transfer to support Africa’s nuclear energy ambitions. * Prime Cabinet Secretary Musalia Mudavadi highlights nuclear energy as a complement to other clean energy sources to meet the region’s growing needs. * Kenya reaffirms commitment to developing its nuclear programme according to international standards. * The conference (ICoNE 2026) took place at the Kenyatta International Convention Centre, with a focus on regional and continental energy strategies.
325. https://indianexpress.com/article/opinion/columns/west-asia-war-is-a-warning-it-is-also-a-window-to-securing-indias-energy-10603364/ - * The turbulence in West Asia highlights India's systemic energy insecurity, which is compounded by high crude oil imports. * India aims to increase renewable energy capacity from 500 GW to 1,500 GW by 2030, surpassing current global growth, and enhance infrastructure for clean energy. * Transition strategies include expanding household electrification, transport electrification, and scaling nuclear energy to 100 GW by 2047. * The country plans to develop domestic processing capabilities for critical minerals and position itself as a clean energy manufacturing hub. * Financial strategies involve deepening green finance, leveraging private capital, and expanding multilateral support. * Effective institutional coordination and policymaking are deemed essential for successful energy transition, using the West Asia crisis as an opportunity.
326. https://ieefa.org/resources/japans-diversified-lng-procurement-strategy-cannot-fully-shield-it-global-price-spikes - * Japan faces risks of global LNG price shocks due to geopolitical tensions and potential Strait of Hormuz closure. * Diversification of LNG supply sources does not shield Japan from global supply disruptions and price volatility. * Rising LNG costs lead to higher electricity prices and inflation, impacting households and economy. * Japan considers restarting nuclear reactors and expanding domestic renewables to enhance energy security. * Policy ambiguity hampers large-scale renewable deployment in the country.
327. https://en.yna.co.kr/view/AEN20260327001000320 - * The Korean government is responding to global energy market uncertainty caused by Middle East conflict with short-term measures and energy conservation efforts. * The core issue is identified as resource weaponisation and geopolitical conflicts destabilising energy supply chains. * Korea's energy pricing system is criticised for encouraging excessive consumption and financial deficits of KEPCO. * The government plans to raise nuclear power utilisation to above 80% and restart reactors to reduce dependence on oil and LNG. * A comprehensive energy strategy including nuclear expansion, renewable development, and grid upgrades is recommended.
328. https://www.popularmechanics.com/science/energy/a70846059/tiny-nuclear-reactors-save-energy/ - * Several companies are developing small nuclear reactors that are safe, space-efficient, and scalable.* NuScale's reactor design aims to complement renewable energy by operating at variable capacities.* USNC and Oklo are pursuing low-risk, low-decay heat reactors with innovative fuels and coolant systems.* These small reactors could replace fossil fuels in remote towns and smaller grids, contributing to decarbonisation and energy independence.* By 2040, small reactors may diversify the US energy landscape, supporting energy transition goals.
329. https://www.popularmechanics.com/science/energy/a70846059/tiny-nuclear-reactors-save-energy/ - * Several companies including NuScale, USNC, and Oklo are developing small nuclear reactors with lower power and smaller size compared to traditional plants. * These reactors promise advantages of space-efficiency, enhanced passive safety, scalability, and adaptability for remote towns and smaller grids. * NuScale's light-water reactors can produce up to 60 MW, aiming to complement renewables by adjusting output according to demand. * USNC's design uses Fully Ceramic Micro-Encapsulated fuel to prevent meltdown risk; Oklo employs sodium-cooled advanced microreactors using HALEU fuel with self-sustaining 20-year operation. * Industry hopes these technologies will replace fossil fuels and integrate with renewable grids, creating a multispeed nuclear energy market in the US by 2040.
330. https://www.washingtonexaminer.com/daily-on-energy/4505289/daily-on-energy-schumer-five-point-energy-plan/ - * Senate Democrats introduced a new energy plan emphasising affordability and climate change, including nuclear energy. * The plan was unveiled by Chuck Schumer at the League of Conservation Voters' Capital Dinner. * The five points focus on building clean energy, permitting certainty, grid upgrades, fair costs for data centres, and consumer protections. * Wyoming Senator Cynthia Lummis introduced a bill to codify four Trump-era nuclear executive orders into law. * The political context includes US efforts to address energy prices and expand nuclear energy using advanced projects.
331. https://allafrica.com/stories/202603260039.html - * President William Ruto announced Kenya's plan to incorporate nuclear energy into its power mix, aiming to expand capacity from 3,300 MW to 10,000 MW, with 3,000 MW from nuclear. * Construction of a 2,000 MW nuclear power plant in Siaya County is set to begin next year, with commissioning targeted for 2034. * The nuclear programme is expected to generate 5,000 to 12,000 jobs and will be led by NuPEA in collaboration with KenGen. * President emphasised nuclear safety, regulatory frameworks, and the role of nuclear energy in reducing reliance on fossil fuels, lowering electricity costs, and enhancing energy security. * The initiative aligns with Kenya's Vision 2030, SDGs, and global efforts under COP28 to increase nuclear capacity.
332. https://www.ans.org/news/2026-03-26/article-7881/nrc-unveils-part-53-final-rule/ - * The NRC Chairman Ho Nieh announced the final rule for Part 53 on a call, highlighting its role in enabling faster development of new nuclear technologies in the US. * The rule, published on April 3, features technology-neutral safety standards, flexible design and operation requirements, and innovative deployment features. * It addresses regulatory issues for advanced, non-light-water reactors, aiming to streamline licensing processes. * The final rule follows public comments from stakeholders like Westinghouse and the Nuclear Energy Institute, with modifications made based on feedback. * The NRC estimates reactor design approval time to be 18 months or less, with significant cost reductions. * Part 53 is the first new reactor licensing framework since 1989 and the first update since 1956, ahead of the 2027 NEIMA deadline.
333. https://skillings.net/the-nuclear-architect-uecs-plan-to-control-the-us-uranium-value-chain/ - * UEC is pursuing a 'mine-to-refinery' strategy to control the US uranium supply chain, including expansion at Wyoming's Christensen Ranch. * The company received NRC docket approval for a facility producing 10,000 tonnes of UF6 annually. * UEC's strategy aims to address US dependency on foreign uranium, aligning with federal nuclear capacity goals. * Partnering with Fluor Corporation for engineering, UEC progressing faster than sector peers. * The project supports US energy security and the future nuclear fuel needs, including HALEU for SMRs.
334. https://unn.ua/news/kyiv-znaishov-alternatyvu-rosiiskomu-yadernomu-palyvu-u-koho-yoho-zakupovuie-teper - * Ukraine fully replaced Russian nuclear fuel with American-produced fuel, according to Minister Denys Shmyhal. * The country has agreements with Westinghouse for reactor supplies, heat removal systems, and plans for new energy blocks. * Ukraine aims to meet its annual energy needs by 2028. * Discussions included increasing LNG supplies from the US and diversifying gas routes to Europe. * Meetings covered supplies of transformers, substation equipment, and gas turbines, and potential long-term contracts. * Ukraine expressed interest in long-term partnerships, experience exchange, and development of renewable energy projects. * The country announced plans for building 'energy cities' as part of its energy strategy.
335. https://skillings.net/the-nuclear-architect-uecs-plan-to-control-the-us-uranium-value-chain/ - * UEC pursues a 'mine-to-refinery' strategy to establish a domestic US uranium supply chain. * Recently approved expansion at Christensen Ranch aims for 4 million pounds of uranium per year. * UEC requires and plans to build a conversion and refining facility to produce 10,000 metric tonnes of UF6 annually. * Partnership with Fluor Corporation to develop the refining infrastructure, with NRC docket in place. * The strategy aligns with US federal objectives to increase nuclear capacity and reduce reliance on foreign uranium, especially by 2026. * UEC maintains an unhedged sales approach, exposing it to market spot prices, and holds significant inventories. * Control of the conversion process positions UEC as a key gatekeeper for US nuclear fuel, including HALEU for SMRs. * The project faces regulatory and environmental risks but leverages operational experience. * UEC seeks to secure its role as a major domestic nuclear fuel producer, influencing future US energy security.
336. https://skillings.net/the-nuclear-architect-uecs-plan-to-control-the-us-uranium-value-chain/ - * UEC secured approval for additional processing capacity at Christensen Ranch, Wyoming, targeting 4 million pounds of uranium production annually. * The company plans to produce 10,000 metric tonnes of uranium hexafluoride (UF6) per year via its proposed conversion facility, more than half of US demand. * UEC partners with Fluor Corporation for engineering and infrastructure development, aiming to accelerate project timelines. * The strategy aligns with US government policies to reduce dependence on foreign uranium, especially from Russia and Central Asia, emphasising energy security. * UEC maintains a 100% unhedged sales approach, betting on rising uranium prices as supply constraints tighten.
337. https://www.eenews.net/articles/nrc-approves-new-regulatory-pathway-for-next-generation-reactors/ - * The Nuclear Regulatory Commission (NRC) unveiled a final rule creating a distinct regulatory pathway for advanced nuclear reactors. * The 'Part 53' regulation addresses licensing of U.S. reactors for the first time in over three decades. * The rule aims to reduce approval times and streamline licensing processes for new reactor models. * The regulation introduces a new licensing category specifically for advanced reactors. * NRC Chair Ho Nieh highlighted safety and alignment with the evolving nuclear energy landscape as key priorities.
338. https://yellowhammernews.com/alabama-set-to-get-small-modular-nuclear-reactors-under-40-billion-u-s-japan-deal/ - * Alabama expected to host small modular nuclear reactors as part of a $40 billion U.S.-Japan partnership announced last week.
339. https://yellowhammernews.com/alabama-set-to-get-small-modular-nuclear-reactors-under-40-billion-u-s-japan-deal/ - * Alabama is expected to host small modular nuclear reactors as part of a $40 billion US-Japan energy partnership. * The project involves GE Vernova-Hitachi deploying BWRX-300 reactors in Alabama and Tennessee. * The Alabama site is the dormant Bellefonte Nuclear Plant, about 45 miles east of Huntsville. * The combined Alabama and Tennessee project aims for a capacity of 3 gigawatts, powering 200,000 to 300,000 homes. * The reactors will produce 300 megawatts each, intended to support local automotive and aerospace sectors, and replace older coal units.
340. https://kalkinemedia.com/au/stocks/energy/uranium-development-advance-lights-up-deep-yellows-growth-path - * Deep Yellow progresses key uranium development work at the Tumas project in Namibia, including engineering and infrastructure planning.* * The company is refining project plans at Mulga Rock in Western Australia, with a revised definitive study underway.* * Sector growth linked to nuclear energy transition supports projects like Tumas and Mulga Rock.* * Tumas infrastructure activities include utility agreements, earthworks, and site facilities, with positive independent assessment results.* * The broader sector outlook involves long-term uranium supply chain planning amid demand for nuclear fuel.
341. https://www.trend.az/business/energy/4168486.html - * The conflict in Iran, beginning on February 28, has severely disrupted global oil and gas supplies, notably with the closure of Strait of Hormuz. * The supply shock impacts global energy markets, economic stability, and accelerates the energy transition. * Rising energy costs are expected to increase inflation and influence global economic growth. * Disruptions threaten sectors such as shipping, aviation, and fertiliser production, with impacts on food supply. * The crisis is projected to push countries towards increasing renewable energy, nuclear power, and energy efficiency measures.
342. https://constructionreviewonline.com/kenya-to-break-ground-on-2000mw-siaya-nuclear-power-plant-in-2027/ - * Kenya’s President William Ruto announced plans to construct a 2,000MW nuclear power plant in Siaya County, scheduled for groundbreaking in 2027 and commissioning by 2034. * The project aims to increase Kenya’s installed capacity from 3,300MW to at least 10,000MW in five to seven years, with 3,000MW from nuclear energy. * The project is part of Kenya’s broader strategy for economic growth, climate change mitigation, and energy security, producing minimal greenhouse gas emissions. * The construction will create between 5,000 and 12,000 jobs during peak periods, with long-term technical positions. * Infrastructure development and local skills training will accompany the project, along with regional economic stimulation.
343. https://www.ad-hoc-news.de/boerse/news/ueberblick/constellation-energy-stock-rises-on-calvert-cliffs-nuclear-upgrade-success/68988940 - * Constellation Energy completed a nuclear refueling outage at Calvert Cliffs on March 25, 2026, investing nearly USD 90 million in upgrades.* * The upgrades aim to enhance grid reliability and support increasing US power demand driven by electrification and AI sector growth.* * The plant in Maryland powers 40% of the state's electricity and 80% of its clean energy generation.* * Company stock rose 2.87% intraday on March 25, and analysts rate it a strong buy with over 37% upside potential.* * The nuclear focus aligns with US energy security and decarbonisation targets, supported by federal incentives.*
344. https://www.jdsupra.com/legalnews/france-multiannual-energy-plan-no-3-4845880/ - * The French government adopted PPE 3 on 12 February 2026, setting energy policy targets for 2025-2035. * Targets include increasing decarbonised energy share from 42% (2023) to 60% by 2030, and nuclear production from 360-400 TWh to 380-420 TWh annually by 2030-2035. * Solar PV capacity target is 48 GW by 2030, and offshore wind is planned at 15 GW by 2035. * The plan confirms a shift towards nuclear and renewable energy, with flexible ceilings for support based on market conditions. * The adoption process was delayed, proceeding via decree, which may be challenged legally.
345. https://www.ans.org/news/2026-03-25/article-7880/state-news-microreactors-legislation-executive-orders-and-more/ - * The U.S. Senate Energy and Natural Resources Committee discussed nuclear expansion, including microreactors in Alaska. * Connecticut considers legislation to study workforce demands and expand nuclear capacity, with a focus on Millstone reactors. * Louisiana announced a Nuclear Strategic Framework and received $45 million federal funding for energy initiatives. * Massachusetts signed an executive order to add 10 GW of energy capacity by 2035, supporting nuclear options. * Minnesota's coalition seeks to lift a moratorium on new nuclear plants to meet 2040 carbon goals. * New York debates reopening Indian Point and expanding nuclear power amid safety and community concerns.
346. https://www.capitalfm.co.ke/news/2026/03/president-ruto-kenya-to-introduce-nuclear-power-in-plan-to-reach-10000mw-energy-target/ - * President William Ruto announced Kenya's plan to incorporate nuclear energy to expand electricity capacity from 3,300 MW to 10,000 MW, with 3,000 MW from nuclear. * Construction of a 2,000 MW nuclear power plant in Siaya County is planned to begin next year, with commissioning targeted for 2034. * The project aims to provide clean, reliable electricity, reduce reliance on fossil fuels, and generate employment during construction. * Kenya will establish legislation and regulatory systems to ensure safety and security of nuclear energy. * Ruto called for stronger international support under COP28 for nuclear capacity expansion.
347. https://neworleanscitybusiness.com/blog/2026/03/25/louisiana-nuclear-strategy-fuel-funding-energy/ - * Louisiana launches its first Nuclear Strategic Framework at CERAWeek in Houston. * The state allocates $45 million federal funding for the LSU-led FUEL energy initiative. * The strategy targets nuclear manufacturing, expansion, fuel conversion, and enrichment. * Louisiana aims to meet rising power demand and promote economic growth. * Existing nuclear infrastructure includes Entergy’s Waterford 3 plant licensed through 2044. * Louisiana has passed legislation for advanced nuclear generation permits and plans a Nuclear Supply Chain Summit.
348. https://www.asiantrader.biz/chancellor-to-crackdown-on-price-gouging-amid-iran-crisis - * The UK government is introducing measures to prevent price gouging and protect consumers during the Iran crisis. * A new anti-profiteering framework and targeted powers for regulators will be implemented. * Legislation to streamline nuclear delivery by 2027 will improve domestic energy supply and reduce reliance on volatile gas prices. * The government will assess guarantees to sustain infrastructure projects and explore tariff cuts to lower food prices. * The measures aim to safeguard public finances and protect working people from economic shocks caused by ongoing conflict.
349. https://www.ekathimerini.com/opinion/1298765/small-modular-reactors-are-a-good-fit/ - * Greece considers exploring small modular reactors (SMRs) as a part of its energy policy. * SMRs are small, factory-built nuclear reactors that emit no CO2, are cheaper, faster to construct, and more flexible. * The discussion includes safety, regulatory standards, and Greece's seismic safety measures. * The article references Turkey’s Akkuyu nuclear plant, Poland’s nuclear programme, and other international developments. * The focus is on nuclear energy's role within broader energy security and transition frameworks.
350. https://finance.yahoo.com/markets/stocks/articles/uranium-energy-corp-uec-attains-145220679.html - * Uranium Energy Corp. (NYSE:UEC) announced on March 23 that it secured regulatory approval for three additional header houses at Christensen Ranch, Wyoming. * Management stated one header house is awaiting approval, and three more are under construction in other wellfields. * The new header houses and wellfield development will expand production capacity locally. * The Burke Hollow mine in South Texas is ready for operations and awaiting final approval. * The company's operations span Wyoming, Texas, Saskatchewan, and Others, involving uranium and titanium mining activities.
351. https://carboncredits.com/iea-sounds-alarm-as-war-disrupts-energy-markets-boosting-australias-uranium-demand/ - * The International Energy Agency warns of risks in critical minerals supply, notably uranium, due to concentration in China. * Australia is identified as a reliable supplier with vast uranium reserves and significant production, representing around 8% of global output in 2022. * Growing global demand for uranium is driven by nuclear expansion and Small Modular Reactors (SMRs). * Australia’s uranium exports are poised to benefit from increased nuclear capacity worldwide. * Additional demand for Australian LNG and battery metals like lithium and copper is also projected.*
352. https://foreignpolicy.com/2026/03/25/europe-iran-energy-nuclear-crisis-leyen-macron/ - * Europe faces rising energy costs due to global conflicts, with oil prices exceeding $100 a barrel.* * European policymakers advocate for revived nuclear energy to reduce dependency on fossil fuel imports, highlighted at a Paris summit.* * EU aims to develop small modular reactors with a €5 billion investment, but supply chain dependence on Russia remains problematic.* * Experts question whether nuclear power can quickly supplement renewable energy sources and address long-term energy needs.* * Political and public opposition, alongside significant infrastructural investments, challenge Europe's nuclear energy ambitions.*
353. https://www.mining-technology.com/news/anson-resources-drilling-yellow-cat-project/ - * Anson Resources, through its subsidiary UV1 Minerals, initiates drilling operations at the Yellow Cat Uranium-Vanadium Project in Utah, US. * The aircore drilling programme aims to assess mineralisation over 4,500m strike length, concluding within two weeks. * Drilling will cover 24 sites east of historic uranium and vanadium mining areas, with an average depth of 42m. * Earlier exploration yielded high-grade uranium and vanadium results; further assays and metallurgical analysis planned. * The project may upgrade the resource to meet JORC standards if results are confirmed.
354. https://foreignpolicy.com/2026/03/25/europe-iran-energy-nuclear-crisis-leyen-macron/ - * Europe faces high energy costs and vulnerabilities due to geopolitical tensions, notably the Iran conflict and Gulf crises. * Policymakers are advocating for renewed nuclear energy as part of Europe's energy independence strategy. * European Commission President Ursula von der Leyen criticised the phase-out of nuclear power, citing dependence on fossil fuel imports. * The EU is investing in small modular reactors (SMRs) with an aim to reduce reliance on Russian uranium and nuclear services. * Challenges include long development timelines, dependence on Russian uranium, and opposition rooted in past nuclear disasters.
355. https://southeastasiainfra.com/vietnam-and-russia-sign-agreement-on-nuclear-power-plant-development/ - * The governments of Vietnam and Russia signed an agreement to advance the construction of a nuclear power plant in Vietnam. * The deal establishes the legal framework for the Ninh Thuan 1 nuclear power project. * Rosatom will construct two nuclear reactors with a capacity of 2,400 MW. * The project aims to reduce Vietnam’s dependence on imported fossil fuels and improve energy independence. * The agreement coincides with Vietnam's efforts to diversify its energy mix and revive its nuclear programme, previously suspended in 2016.
356. https://nuclear-news.net/2026/03/25/3-b1-nuclear-deregulation-doge-goes-nuclear-how-trump-invited-silicon-valley-into-americas-nuclear-power-regulator/ - * The Trump administration is rapidly rewriting nuclear regulation rules to support the development of new nuclear power plants. * The process involves easing regulations and providing financial incentives to industry, with staff from DOGE involved. * Critics warn that independence of the Nuclear Regulatory Commission (NRC) is compromised, risking safety. * Since Trump took office, over 400 staff have left the NRC, affecting safety-critical teams. * Silicon Valley-backed companies are prioritised to navigate regulations easily, fostering a new 'nuclear industry'.
357. https://thewest.com.au/business/bulls-n-bears/marmota-set-to-reboot-sa-uranium-hunt-with-drilling-blitz-c-22047982 - * Marmota Limited finalises drilling program design for uranium at Junction Dam, SA. * The program targets a palaeochannel extension near Boss Energy’s Jason’s deposit. * The interpreted channel could be up to 3.7 kilometres long, with 15 additional holes planned. * Drilling will use rotary mud rigs, with gamma and resistivity logging to identify mineralised intervals. * The overall project includes 400 holes across four target zones, with a $4 million budget for stages one and two. * Native title clearances are pending before drilling can commence.
358. https://www.jdsupra.com/legalnews/terrapower-successfully-navigates-the-4514563/ - * TerraPower's subsidiary receives a construction permit from the U.S. NRC for its Natrium reactor in Kemmerer, Wyoming, on March 4, 2026. * The 345-MW reactor utilises advanced safety and cooling technologies, with construction already underway. * The permit marks the first issuance under NRC's regulations for a non-light-water, commercial-scale reactor since the 1970s. * The process was expedited through early engagement, thorough application, and innovative design features, taking 18 months. * The permit supports broader development of advanced nuclear projects in the US amid legislative and executive efforts to accelerate nuclear deployment.
359. https://www.ans.org/news/2026-03-24/article-7876/nrc-looks-to-leverage-previous-approvals-for-large-lwrs/ - * The NRC introduces a new policy to streamline licensing and construction of large LWRs, focusing on the AP1000. * The policy aims to improve processes for revising existing design certifications and reviewing applications referencing those designs. * Efforts will be centred on the AP1000 design, with lessons from Vogtle units informing future deployments. * The NRC intends to update the AP1000 design control document (DCD) based on lessons learned, facilitating future licensing. * Four licensing categories are established to leverage existing COLs, ESPs, including active, terminated, suspended, and withdrawn applications, to accelerate deployment.
360. https://www.ndtvprofit.com/markets/power-stocks-in-focus-tata-power-adani-power-jsw-energy-get-bullish-target-prices-from-bernstein-11262858 - • Bernstein initiates coverage on Indian power companies with bullish targets, emphasising electrification as a key strategy. • India's energy security has been tested by disruptions in Russian oil and Iran conflict. • Government policies aim to expand thermal and nuclear capacity while strengthening renewables, storage, and the grid. • Adani Power, JSW Energy, and Tata Power receive bullish ratings, while NTPC Green Energy is underperforming. • Companies focus on thermal, nuclear, storage, and grid-linked assets to capitalise on India’s energy transition.
361. https://newsweekly.com.au/newsweekly/unexpected-effects-of-strait-of-hormuz-closure/ - • Iran’s shortfall in oil and gas exports impacts global energy supplies. • Asian countries increase coal use as a buffer, boosting coal’s share in power mixes. • Europe sees a strategic shift towards nuclear energy for energy independence amid supply disruptions. • EU’s LNG imports from the US and Qatar expand, while reliance on fossil fuels remains high. • Long-term consequences include greater emphasis on nuclear and coal within energy transition debates.
362. https://www.deseret.com/u-s-world/2026/03/15/idaho-national-laboratory-marvel-microreactor/ - * Researchers in Idaho are advancing nuclear innovation with the MARVEL project, developing a small sodium-potassium-cooled reactor in 2023. * The project achieved two milestones: DOE approval of safety analysis and completion of a reactivity control system using control drums. * The project benefits from a sped-up timeline after President Trump’s pro-nuclear executive order in 2025. * The lab aims for the reactor to be used by private companies, including data centres and in desalination projects. * The project received increased funding, including about $1.8 billion for nuclear innovation and $3.1 billion for small modular reactors.
363. https://www.fool.com/investing/2026/03/24/the-best-3-industrial-energy-stocks-to-buy-and-hol/ - * Bloom Energy makes fuel cell systems from natural gas, hydrogen, or biogas, with a $20 billion backlog and a revenue increase to $2 billion in 2025. * Brookfield Renewable owns assets across multiple renewable sources and a 50% stake in Westinghouse, with a focus on growth projects and dividend yield. * NuScale Power develops small modular nuclear reactors (SMRs), with potential for industry revolution but yet to sell its first reactor, and a volatile stock performance. * The article highlights different investor appeals: growth in Bloom Energy, income from Brookfield Renewable, and high-risk/high-return potential in NuScale Power.
364. https://tass.com/economy/2106329 - * Workers have begun pouring concrete at a small nuclear power plant in Jizzakh, Uzbekistan, with a RITM-200N reactor.* The Uzbek government issued a permit for two units of this reactor.* Rosatom and Uzbekistan's Uzatom signed a cooperation roadmap and an additional agreement on a new NPP structure.* The project is part of Uzbekistan's nuclear progress development, with plans for a small NPP to supply up to 15% of the country's energy.* Rosatom considers a new project model building units with different capacities.* The construction is expected to generate orders worth up to 2 trillion rubles and create about 1,000 jobs.* Rosatom and Uzbek authorities are discussing creating a nuclear-related settlement ("Atomgrad").
365. https://mining.com.au/anson-kicks-off-utah-drilling/ - * Anson Resources’ subsidiary, UV1 Minerals, has commenced drilling at the Yellow Cat Uranium Vanadium Project in Utah, US. * Drilling involves 24 holes planned to the east of the historical resource, with completion expected in two weeks. * Samples from the drilling will be sent for assaying, with previous work showing high uranium and vanadium values. * The purpose is to confirm continuation of mineralisation and potentially upgrade the resource status after successful results. * Additional drilling programs are planned to verify historical drill results and further define the resource.
366. https://www.etoday.co.kr/news/view/2568982 - * DL이앤씨는 미국 SMR 기업 엑스에너지와 ‘SMR 표준화 설계’ 계약을 체결하였다. * 계약 금액은 약 1000만달러(약 150억원), 설계는 내년 상반기까지 완료할 계획이다. * 이번 협력은 4세대 SMR 시장 선점을 위한 전략적 움직임이며, 기술은 헬륨가스를 냉각재로 사용하는 방식이다. * 엑스에너지는 미국 텍사스와 워싱턴에서 SMR 건설을 추진 중이며, 아마존웹서비스(AWS)와 협력하여 5GW 규모 도입을 추진한다. * SMR 사업의 핵심은 표준화와 모듈화이며, DL이앤씨는 세계 19개국에서 51.5GW 규모의 발전 플랜트 시공 경험이 있다.
367. https://www.northernminer.com/news/uranium-energy-boosts-capacity-advances-licensing/1003889282/ - * Uranium Energy secures Wyoming approval for additional header houses at Christensen Ranch, enabling increased uranium extraction. * The company operates three new header houses, with one awaiting regulatory approval and three under construction. * The Christensen Ranch operation is expanding with new wellfields to achieve up to 4 million lb. of annual capacity. * Uranium processed at Irigaray plant, which is being upgraded for higher throughput. * The company received a docket number from the U.S. NRC for a licence to build a uranium refining and conversion facility, potentially the largest in the U.S., with a capacity of 10,000 tonnes of uranium hexafluoride annually.
368. https://businessnewswales.com/first-ministers-statement-supports-nuclear-in-wales/?utm_source=rss&utm_medium=rss&utm_campaign=first-ministers-statement-supports-nuclear-in-wales - * The Welsh Government supports future nuclear projects in Wales, including small modular reactors at Wylfa. * The statement, issued by First Minister Eluned Morgan, emphasised nuclear power's role in decarbonising energy. * The government has confirmed support for new nuclear generation and highlighted recent initiatives like the EN 7 planning regime and the Advanced Nuclear Framework. * The Renewable Sector Deal recognises nuclear energy as a key part of Wales' future energy mix. * The Welsh Government aims to work with Natural Resources Wales to promote economic growth while maintaining safety and natural resource protection.
369. https://energiesmedia.com/department-energy-tva-bwrx-300-smr-clinch-river/ - * The U.S. Department of Energy (DOE) has chosen Tennessee Valley Authority (TVA) to lead the deployment of the BWRX-300 small modular reactor (SMR) at the Clinch River site in Tennessee. * The project aims to advance nuclear technology and support carbon-free energy, backed by significant federal funding. * The DOE is providing up to $400 million in cost-shared funding for TVA's project, part of an $800 million federal program. * The BWRX-300 reactor is developed by GE Vernova Hitachi and features advanced safety systems and simplified design. * The Clinch River site is considered a suitable location for advanced nuclear development and aligns with the US's energy transition goals.
370. https://www.ans.org/news/2026-03-24/article-7874/smr-projects-advance-as-part-of-swedens-nuclear-efforts/ - * Sweden's nuclear efforts include the potential operation of six Sealer SMRs at Norrsundet, subject to approvals, with operation possible in the early 2030s. * Kärnfull Next's Valdemarsvik project is part of the ReFirm South program and is progressing through licensing and environmental approvals. * Recent reform legislation, including the Act on Government Approval of Nuclear Facilities, aims to accelerate nuclear deployment. * Sweden hosted the Nordic-Baltic Nuclear Investment Summit, highlighting reforms such as new financing models and faster permitting. * The Swedish government proposes removing restrictions on constructing nuclear facilities along the entire coast to support nuclear expansion.
371. https://energiesmedia.com/department-energy-tva-bwrx-300-smr-clinch-river/ - * The U.S. Department of Energy (DOE) has chosen TVA to deploy the BWRX-300 small modular reactor (SMR) at the Clinch River site in Tennessee. * TVA, established in 1933, serves 10 million people across Tennessee and surrounding states. * The project is part of a $800 million federal programme to promote advanced light-water SMRs. * TVA will receive up to $400 million in funding to advance the project, aiming to reduce carbon emissions. * The BWRX-300 reactor is developed by GE Vernova Hitachi, based on boiling water reactor technology with enhanced safety features.
372. https://www.allpennystocks.com/specialreportsca/2477/uraniums-hottest-address-just-got-a-new-visitor-and-results-are-turning-heads - * Cosa Resources' drill hole at Murphy Lake North intersected 5.0 meters of anomalous radioactivity with a peak of 13,900 cps. * The discovery occurs in the eastern Athabasca Basin near the highest grade uranium resource, Hurricane deposit. * The drill hole targeted a previously untested gap in the Cyclone trend and encountered continuous anomalous radioactivity. * Chemical assay results are pending, and follow-up drilling is planned for 2026. * Shares of Cosa Resources increased by 15% following the result, with backing from Denison Mines.
373. https://www.fool.com/investing/2026/03/24/should-you-buy-nuscale-power-while-its-below-12/ - * NuScale Power, a nuclear technology company, develops small modular reactors (SMRs) to meet increasing global energy demand. * The company has the only SMR technology approved by the U.S. Nuclear Regulatory Commission. * NuScale has 788 patents pending or granted, with 12 modules in production. * The company has yet to build commercial reactors and generated $31.5 million revenue last year, which is inconsequential compared to its losses. * NuScale ends 2025 with $1.3 billion in cash and invests in domestic supply chains and regulatory processes. * The stock has dropped over 37% in the past year amid investor risk concerns.
374. https://finance.yahoo.com/sectors/energy/articles/why-encore-energy-2025-production-144055210.html - * enCore Energy reported its 2025 financial and operational results on March 9, 2026. * The company extracted 699,807 pounds of U3O8 in 2025, a 242% increase from 2024. * About 655,000 pounds were delivered into contracts at an average price of $65.89 per pound. * Management stated warrant exercises in February 2026 brought in about $18.1 million. * enCore plans to use the cash for infrastructure, wellfield development, and permitting. * The company acquired additional inventory in late 2025 to meet 2026 delivery commitments. * enCore operates in South Texas, South Dakota, and Wyoming using in-situ recovery extraction.
375. https://finance.yahoo.com/sectors/energy/articles/why-denison-mines-construction-timeline-142743228.html - * Denison Mines reached a final investment decision to build the Phoenix in-situ recovery uranium mine. * Site preparation and construction planned to start in March 2026, with first production targeted for mid-2028. * Final regulatory approvals received; about 87% of engineering completed by end of 2025. * Updated initial capital estimate to approximately $600 million. * Funding strengthened by a US$345 million convertible senior notes offering in August 2025. * The McClean Lake joint venture produced 648,558 pounds of U3O8 in 2025.
376. https://finance.yahoo.com/sectors/energy/articles/why-nexgen-energy-rook-approval-144102895.html - * On March 5, 2026, the Canadian Nuclear Safety Commission approved the environmental assessment and issued the licence for NexGen Energy's Rook I Uranium Project in Saskatchewan. * The approval precedes full construction, scheduled to start in summer 2026, with an expected four-year build period. * Rook I is capable of producing 30 million pounds of uranium annually once operational. * NexGen Energy Ltd. is a Canadian uranium developer focused on the Rook I Project in the Athabasca Basin. * The project’s approval signifies a potential milestone for uranium industry development.
377. https://finance.yahoo.com/sectors/energy/articles/energy-fuels-2026-outlook-framed-144057575.html - * Energy Fuels reported its 2025 results on February 26, 2026, with increased revenue from uranium sales. * The company mined 1.72 million pounds and produced 1.015 million pounds of U3O8 in 2025, above guidance. * Management cited lower uranium costs due to processing higher-grade ore at the White Mesa Mill. * Energy Fuels ended 2025 with $927.4 million in working capital and forecasted uranium sales of 1.5 to 2.0 million pounds for 2026. * The company owns the White Mesa Mill, the only fully licensed conventional uranium mill in the US.
378. https://www.datacenterdynamics.com/en/news/amazon-backed-nuclear-smr-firm-x-energy-files-for-ipo/ - * X-energy, supported by Amazon, has filed for an IPO in the US to fund its nuclear small modular reactor (SMR) projects. * The company is developing the Xe-100 advanced SMR, planned for deployment in Texas, Washington, Pennsylvania, and the UK. * Amazon has invested directly and secured options for over 5GW of Xe-100 projects in the US by 2039. * Construction of a US-based fuel production facility is underway, and collaborations with South Korea aim to support SMR deployment. * X-energy has raised over $700 million, primarily led by Amazon, to finance development and expansion in the SMR sector.
379. https://www.wbrz.com/news/louisiana-looks-to-expand-nuclear-power-infrastructure-with-strategic-framework-federal-funding-renewal/ - * Louisiana officials announce first Nuclear Strategic Framework and a $45 million federal funding renewal for three years. * The announcement was made at CERAWeek energy conference in Houston, Texas. * The framework aims to expand nuclear energy infrastructure, strengthen supply chains, and create high-wage jobs. * Four priority areas identified: nuclear manufacturing, expansion of nuclear generation, uranium fuel conversion, and fuel enrichment. * Louisiana will host a nuclear industry summit this spring to explore further expansion of nuclear capabilities.
380. https://www.datacenterdynamics.com/en/news/amazon-backed-nuclear-smr-firm-x-energy-files-for-ipo/ - * X-energy, supported by Amazon, has filed for an IPO in the US. * The company develops the Xe-100 advanced SMR reactor and plans to list on Nasdaq under 'XE'. * First plant planned at Dow’s Seadrift site in Texas, subject to US Nuclear Regulatory Commission review. * Amazon invested directly and aims to deploy over 5GW of Xe-100 projects in the US by 2039. * X-energy plans to expand to the UK and deploy SMRs across Pennsylvania and the PJM power market.
381. https://egyptian-gazette.com/egypt/dabaa-nuclear-plant-stays-on-track/ - * Minister Mahmoud Esmat and Andrey Petrov discussed project progress at the Dabaa Nuclear Power Plant in Egypt. * The meeting focused on construction phases, grid connection, and training programmes. * Implementation is proceeding according to schedule, with emphasis on coordination and follow-up. * Egypt aims to use nuclear energy for sustainable development, grid stability, and human capital development. * The project aligns with Egypt’s broader energy strategy and diversification goals.
382. https://abcnews.com/International/wireStory/vietnam-russia-advance-nuclear-power-deal-energy-security-131352872 - * Vietnam and Russia signed a deal to build the Ninh Thuan 1 nuclear power plant in Vietnam during Prime Minister Phạm Minh Chính’s visit to Moscow. * The project aims to boost energy security and reduce greenhouse gas emissions, involving two Russian-designed reactors with a combined capacity of 2,400 megawatts. * The new plant responds to global energy shortages heightened by the war in Iran and aims to diversify Vietnam’s energy sources. * The agreement signifies strengthened Vietnam-Russia relations, with broader discussions on expanding cooperation in oil, gas, technology, and infrastructure. * The project marks a revival of Vietnam’s nuclear ambitions following earlier suspensions of similar projects in 2016.
383. https://interestingengineering.com/energy/vietnam-russia-2400-mw-nuclear-plant - * Russia and Vietnam have agreed to build two nuclear reactors in Ninh Thuan, Vietnam, generating 2,400 MW of energy. * The project involves two VVER-1200 reactors, with construction expected to complete by 2030. * Vietnam's nuclear project was initially halted in 2016 but was reconsidered in 2024 amid energy security goals. * The agreement includes plans for a nuclear science and technology centre and potential research reactor collaboration.
384. https://www.eenews.net/articles/the-opportunity-is-here-terrapower-ceo-credits-nrc-for-moving-quickly-on-projects/ - * The CEO of TerraPower states NRC is no longer the main hurdle for nuclear projects. * President Donald Trump has emphasised speeding up nuclear reactor development. * TerraPower is the first to secure an NRC permit for a full, commercial advanced nuclear reactor. * Construction is planned at TerraPower’s Wyoming site for a grid-scale small nuclear reactor. * The main current challenges are workforce development and access to materials.
385. https://www.investing.com/news/stock-market-news/bofa-middle-east-energy-shock-may-delay-metals-demand-recovery-93CH-4577010 - * Bank of America analysts warn that Middle East tensions could postpone metals demand recovery, noting historical energy shocks reduce demand growth. * Metals consumption growth has slowed in China, the US, and Europe, affecting copper and aluminium prices. * Damage to the Ras Laffan LNG facility and a smelter in Qatar could take years to repair, impacting global supply. * Supply chain disruptions are increasing energy prices and raising concerns about shortages and economic slowdown. * The article discusses energy security, infrastructure, and the potential increased role of nuclear energy and metals like copper, aluminium, and uranium in the energy transition.
386. https://londonlovesbusiness.com/ftse-flat-as-iran-uncertainty-clouds-markets/ - * The FTSE 100 opened flat amid geopolitical uncertainty over Iran and energy market concerns. * Oil prices remain above $100, influencing global energy supply fears. * UK government doubles down on its net zero strategy, focusing on nuclear power and renewable energy policies. * Housebuilders' stocks decline due to new rules on solar panels and heat pumps. * Market sentiment remains cautious amid Middle East tensions and energy policy developments.
387. https://www.foxnews.com/opinion/trump-unleashes-nuclear-boom-powering-america-back-energy-dominance - * President Donald Trump took executive action to promote the nuclear industrial base in the United States. * The Department of Energy developed a framework focused on regional nuclear capacities. * The Nuclear Lifecycle Innovation Campus concept proposes state hubs for fuel cycle and nuclear development. * The article discusses the decline of the US nuclear industry and the need for regional clusters and domestic fuel cycle capabilities. * Emphasises the strategic importance of rebuilding domestic nuclear capacity for energy security and national sovereignty.
388. https://www.freemalaysiatoday.com/category/world/2026/03/24/south-koreas-lee-calls-for-energy-saving-campaign-including-curbs-on-cars - * South Korean President Lee Jae Myung urges energy-saving measures due to risks to oil and gas supplies from Iran conflict. * The government plans to restart five nuclear reactors by May and expand renewable energy. * South Korea may draft a supplementary budget of 25 trillion won (US$16.6 billion) for stimulus measures. * The country faces a looming energy crisis with limited reserves and high dependence on imports through the Strait of Hormuz. * Disruptions to oil markets due to US-Israeli strikes on Iran heighten energy security concerns.
389. https://news.financial/comments/uranium-energy-american-atomics-energy-fuels-massive-political-tailwind - * The uranium market is experiencing a fundamental revaluation driven by increased energy demand from artificial intelligence and data centres. * Uranium Energy Corp is strengthening its US supply chain, with new in-situ recovery facilities completed and operational. * American Atomics pursues a 'rock-to-reactor' approach, focusing on exploration and processing to establish a domestic supply chain amid geopolitical tensions. * Energy Fuels aims to become a major producer of uranium and rare earths, planning significant expansion by 2026. * US policy supports domestic nuclear fuel development, benefiting these companies.
390. https://vietnaminsiders.com/vietnam-and-russia-sign-nuclear-power-agreement-marking-major-energy-shift/ - * Vietnam and Russia formalise cooperation for a nuclear power plant in Vietnam. * The agreement was signed during a high-level meeting in Moscow. * The deal is linked to the long discussed Ninh Thuan 1 project. * Vietnam aims to diversify energy sources, improve energy security, and support climate commitments. * The agreement also promotes broader cooperation in renewable energy, technology, and infrastructure. * It reflects Vietnam’s strategic shift towards nuclear energy and technological development for economic growth.
391. https://newtalk.tw/news/view/2026-03-24/1025904 - * Taiwan's Taipower will propose a 'restart plan' after自主安全檢查, to be sent to the Ministry of Economic Affairs and then to the Nuclear Safety Commission. * The plan aims for potential restart of nuclear units by the end of the month, subject to approval. * The process involves multiple stages including safety inspections, safety assessments, and adherence to three core principles. * The timeline and safety measures depend on inspection outcomes and reactor ageing assessments. * Political discussions on nuclear energy policy remain ongoing amid international and domestic concerns.
392. https://vir.com.vn/russia-to-build-2400-mw-nuclear-plant-in-vietnam-under-new-deal-149133.html - * Russia and Vietnam sign agreement for the construction of two VVER-1200 nuclear power units in Vietnam. * The deal includes legal frameworks, long-term cooperation, and reference to the Leningrad NPP 2 project. * The project aims to enhance Vietnam's energy independence and economic growth. * Cooperation extends to nuclear science, the Centre for Nuclear Science and Technology, and existing reactors. * Additional areas of collaboration include logistics, additive technologies, and energy storage systems.
393. https://www.cdns.com.tw/articles/1377030 - * The Taiwanese government assesses the safety, legal, and social aspects of renewing licences for nuclear power plants amidst international energy shifts and domestic demand. * Taiwan Power Company (Taipower) is conducting safety inspections for nuclear units, with plans for review by the nuclear safety council. * The government emphasises a cautious approach following procedures for safety, legal compliance, and societal consensus. * The Ministry of Economic Affairs discusses integrating nuclear power into Taiwan's broader energy transition strategy, considering challenges such as renewable energy support and geopolitical risks. * Efforts continue to promote green energy, address misinformation, and enhance energy security and industry competitiveness.
394. https://www.derstandard.at/story/3000000312557/die-eu-ruft-die-renaissance-der-atomkraft-aus-und-oesterreich-schreit-schleich-di?ref=rss - * Im März 2026 kündigte die EU-Kommission eine Strategie zur Förderung von SMR (small modular reactors) an, um die Kernenergie zu beschleunigen. * Europa plant, die weltweite Kernkraftkapazität bis 2035 um mindestens ein Drittel zu erhöhen, laut IEA. * Deutschland, Bayern und die Schweiz erwägen den Ausbau oder die Wiederaufnahme von Kernenergie, während Österreich strikt dagegen ist. * Kritikern zufolge sind SMR teuer, unzuverlässig und erzeugen radioaktiven Müll; das erste Mini-AKW ist auf einem Schiff in Betrieb. * Österreich klagt gegen die EU-Kommission, da die Atomkraft als 'nachhaltig' eingestuft wurde, obwohl das Land dagegen ist.
395. https://jornaldebrasilia.com.br/noticias/brasil/industria-defende-energia-nuclear-para-soberania-do-brasil/ - * Experts emphasised nuclear energy as strategic for Brazil's energy independence and sovereignty during a summit in Rio de Janeiro. * Key figures highlighted the scalability of nuclear power, domestic uranium cycle control, and its clean, efficient attributes. * Concerns were raised about nuclear waste management; efforts are underway for secure storage. * Brazil operates two nuclear plants with 2GW capacity; construction of Angra 3 faces delays, costing billions. * Nuclear energy is considered vital for energy transition and climate goals, with recent government commitments to expand capacity.
396. https://www.oilandgas360.com/oil-prices-have-not-climbed-enough-to-cause-demand-destruction-us-energy-secretary-says/ - • US Energy Secretary Chris Wright states oil prices have not caused demand destruction at the CERAWeek conference in Houston. • US plans to release up to 3 million barrels of oil per day from its Strategic Petroleum Reserve. • US is on track to produce three next-generation nuclear reactors by July 4. • The US aims to use advanced nuclear energy to support electricity supply amid rising demand. • The article discusses energy security strategies, oil market dynamics, and nuclear power development in the US.
397. https://www.actualno.com/economy/ekspert-brukselskite-chinovnici-naj-nakraja-osyznaha-che-otkazyt-ot-jadrenata-energija-e-strategicheska-greshka-news_2572222.html - * The expert criticises the EU's rejection of nuclear energy and emphasises the need for long-term investment in stable energy sources. * He cites the importance of nuclear energy for independence and criticises the EU's focus on carbon emissions. * He calls for a unified EU energy policy including nuclear energy and advocates for supporting countries with nuclear technology. * He mentions the closure of reactors in Germany and the need for re-evaluation of nuclear policy in Europe. * He discusses Bulgaria's costs related to nuclear power and dependence on Russian nuclear technology.
398. https://www.kivitv.com/news/first-nuclear-reactor-built-on-doe-land-in-50-years-unveiled-at-idaho-national-lab - * The reactor was unveiled in Arco, Idaho, on the Idaho National Lab's Materials and Fuels Complex. * The project was completed nearly four months ahead of schedule, with the reactor built in 40 days. * Aalo Atomics plans to generate up to 10 megawatts of electricity, powering about 10,000 homes. * The reactor employs liquid metal coolant and air-cooled condensers, avoiding water use. * The project aligns with the US government’s aim to lead globally in nuclear and AI innovation.
399. https://gothamist.com/news/upstate-ny-towns-raise-their-hands-to-host-new-reactor-as-part-of-hochuls-nuclear-plan - * New York state plans to build its first nuclear reactor in fifty years, aiming to increase capacity from 3.4 GW to over 8.4 GW. * Several upstate communities, including Oswego County, expressed interest in hosting new reactors. * More than 20 companies, including Nano Nuclear, Constellation, and Holtec, submitted proposals to the New York Power Authority. * Opposition exists from communities surrounding Indian Point and in the Finger Lakes. * State aims to meet rising power demand driven by data centres and decarbonisation targets, with funding and partnerships supporting nuclear development.
400. https://www.actualno.com/economy/ekspert-brukselskite-chinovnici-naj-nakraja-osyznaha-che-otkazyt-ot-jadrenata-energija-e-strategicheska-greshka-news_2572222.html - * The energy expert Prof. Yanko Yanev criticises EU's rejection of nuclear energy, emphasising its importance for energy stability. * He states that the EU's focus on carbon emissions may have been misplaced and highlights historical geological gas emissions. * Yanev calls for EU-wide energy policy reform including nuclear energy, advocating for national autonomy in nuclear development. * He notes the loss of European nuclear expertise due to closures of reactors, citing Germany as an example. * Yanev suggests Bulgaria has already paid a price for closing nuclear plant units, citing past investments in reactor modernisation.
401. https://www.ans.org/news/2026-03-23/article-7864/nrc-shares-details-on-proposed-rules-to-streamline-hearing-timelines/ - * NRC outlines proposed rules to accelerate adjudicatory hearings for nuclear licences, including new reactors and renewals. * Changes aim to streamline procedures, reduce hearing durations, and improve adjudication efficiency. * A decision from the ASLB is expected within four months of hearing notice. * Implementation could save at least six weeks in hearings and approximately $9 million annually. * Public comments on the proposed rules are accepted until April 2.
402. https://world-nuclear-news.org/articles/vietnam-russia-intergovernmental-agreement-on-new-nuclear - * An intergovernmental agreement was signed for the construction of the Ninh Thuan 1 Nuclear Power Plant in Vietnam, featuring two VVER-1200 reactors. * The signing occurred during Vietnam's Prime Minister Pham Minh Chinh’s visit to Moscow, with involvement from Rosatom and Vietnamese officials. * The agreement aims to strengthen Russian-Vietnamese cooperation in nuclear energy and long-term industrial partnership. * Vietnam's previous project was halted in 2016; now, the government has revived its nuclear ambitions with plans to complete two plants by 2030. * Existing nuclear technology links include a Russian-designed research reactor and a Centre for Nuclear Science and Technology in Vietnam.
403. https://www.nucnet.org/news/russia-and-vietnam-sign-agreement-to-build-ninh-thuan-1-nuclear-plant-3-1-2026 - * Russia and Vietnam sign intergovernmental agreement for Vietnam’s first nuclear power station in Ninh Thuan. * The project involves two VVER-1200 reactors with 2,400 MW capacity each. * The agreement was signed in Moscow during Vietnamese prime minister Pham Minh Chinh’s visit. * Construction aims to start soon, with Vietnam targeting operation before 2031. * Vietnam's government allocates $136bn by 2030 to include nuclear power in its energy mix.
404. https://www.themoscowtimes.com/2026/03/23/russia-vietnam-advance-plans-for-first-nuclear-power-plant-a92314 - * Russia's Rosatom and Vietnam sign cooperation agreement for Vietnam's first nuclear power plant at Ninh Thuan, with two reactors totalling 2400 MW. * The agreement aims to enhance Vietnam's energy independence amid global energy disruptions caused by the Middle East conflict. * No specific timeline provided for construction start or plant operation. * Initial agreement was made in 2010 but later suspended. * Russia's Novatek signs a preliminary LNG supply agreement with Vietnam. * Russia and Vietnam also sign a deal related to oil and gas production, details unspecified.
405. https://powerline.net.in/2026/03/23/energy-pathways-niti-aayog-report-assesses-power-scenarios-towards-viksit-bharat-and-net-zero/ - * NITI Aayog released reports on scenarios for India's power sector towards net zero by 2070, analysing policy, technological, and infrastructure needs. * The study models two scenarios: current policy scenario (CPS) and ambitious net zero scenario (NZS), projecting energy demand, capacity expansion, and emission reductions. * Electrification, renewable energy, nuclear power, and storage are key drivers, with renewable share surpassing 80% by 2070. * Capacity expansion is projected to reach 4,650–7,350 GW, with nuclear capacity rising significantly under NZS. * Emission intensity is expected to decline by 65% under NZS, with major investments needed, estimated at up to \$14.23 trillion. * Challenges include storage, grid upgrade, manufacturing capacity, financing, and regulatory reforms; policy measures focus on nuclear, hybrid projects, decentralised energy, and transmission infrastructure.
406. https://www.nucnet.org/news/x-energy-and-talen-to-explore-smr-projects-in-us-power-market-3-1-2026 - * X-energy and Talen Energy will assess developing multiple SMR projects using X-energy’s XE-100 design in the US. * Projects include feasibility studies, site evaluations, and planning, potentially located at existing fossil-fuel sites. * The XE-100 reactor is a Generation IV high-temperature gas-cooled reactor producing 80 MW electricity or 200 MW process heat. * Deployment plans include a first reactor at Dow Inc’s Texas site and a separate project at Long Mott pending NRC review. * Talen signed a power purchase agreement with Amazon for up to 1,920 MW from Susquehanna station.
407. https://www.basicthinking.de/blog/2026/03/23/mini-atomkraftwerke-pr/ - * The EU Commission announced plans to promote small modular reactors (SMRs) in Europe. * In the USA, TerraPower, funded by Bill Gates, received approval to build its first reactors. * Debates about the real benefits and costs of Mini-Atomkraftwerke, including concerns about funding and economic feasibility. * Critics argue Mini-Atomkraftwerke are not automatically cheaper and could increase electricity prices. * Political and economic debates continue around the viability of nuclear power as part of future energy strategies.
408. https://www.prnewswire.com/news-releases/uranium-energy-corp-receives-approval-for-expanded-production-at-christensen-ranch-and-secures-nrc-docketing-for-us-conversion-facility-302721755.html - * Uranium Energy Corp (NYSE American: UEC) received approval to operate three additional header houses at Christensen Ranch in Wyoming. * The Burke Hollow mine in South Texas is prepared for operations and awaiting final approval. * The company’s subsidiary, UR&C, received a NRC Docket Number for its uranium conversion facility. * The licensing process includes planned site selection and engineering activities with Fluor. * The developments aim to strengthen the U.S. uranium supply chain and reduce imports.
409. https://www.etftrends.com/nuclear-energy-content-hub/companies-win-states-host-nuclear-campuses/ - * The US federal government supports nuclear campus development, with states competing to host Nuclear Lifecycle Innovation Campuses (NLIC). * South Carolina and Tennessee are actively preparing proposals, with South Carolina focusing on Savannah River Site and Tennessee on Oak Ridge. * The DOE’s April 1 deadline for proposals is a key date for project commitments. * Projects aim to integrate fuel cycle activities, advanced reactors, and data centres to boost energy security and private investment. * Several companies, including Oklo, Fluor, BWX Technologies, and Amentum, are positioned to benefit from contracts and infrastructure development. * The initiative is part of wider efforts to expand nuclear infrastructure and domestic fuel cycle capabilities in the US.
410. https://skillings.net/looking-for-uranium-here-are-10-things-you-should-know-about-the-2026-market-outlook/ - * Uranium spot prices reached $101.26/lb in January 2026, with analysts noting a structural price floor of $90–$100/lb. * Utilities secured 116 million pounds of uranium in 2025, with an estimated annual need of 150 million pounds, creating a 34-million-pound deficit. * The US officially classified uranium as a national security asset in early 2026, leading to policy changes. * Demand for Small Modular Reactors (SMRs) is accelerating, affecting near-term market dynamics. * Kazakhstan will increase production by 9%, but output remains below market needs; geopolitical and logistical issues limit contribution. * Capital expenditure for uranium mining is forecast to peak at $1.6 billion in 2027, with production timing delaying supply. * Control over uranium production is highly concentrated, with Kazatomprom and Cameco controlling 86%, raising risk concerns. * Prices are expected to rise from realised prices of around $59.60/lb in 2023 to nearly $99/lb by 2033, with large revenue growth. * Permitting bottlenecks delay new mine development, with projects taking 5–7 years to produce. * Global nuclear capacity target of 746 GW by 2040 necessitates large-scale fuel supply and security, with imminent supply shortfalls.
411. https://newtalk.tw/news/view/2026-03-23/1025757 - * Japan's government discusses potential uranium exploration projects to secure supply. * Developments include assessments of new mining sites and technological improvements. * The sector focus is on uranium mining, regulatory approvals, and sector investment trends. * No specific companies or geographic locations are explicitly detailed in the article. * The discussion relates to sector developments and global supply chain implications.
412. https://chemindigest.com/nuscale-and-ebara-elliott-advance-nuclear-powered-petrochemical-solutions/ - * NuScale Power Corporation and Ebara Elliott Energy announced a strategic research programme focused on high-temperature steam compressors, aiming to integrate SMR technology into petrochemical plants. * The initiative targets generating steam above 500°C using NuScale’s SMR technology, enabling high-temperature process heat with reduced carbon emissions. * The project is underway, with completion expected by 2027, and will include field testing and commercial validation. * The collaboration leverages NuScale’s approved SMR design and Ebara Elliott's industrial expertise, aiming to create reliable, low-carbon energy solutions for petrochemicals. * The partners plan to present progress at the World Petrochemical Conference in Houston.
413. https://newtalk.tw/news/view/2026-03-23/1025757 - * Taiwan's Ministry of Economy states nuclear plants require thorough procedures, including safety checks and legal reviews, before restarting.*" + "* President Tsai Ing-wen mentions specific nuclear plants preparing for restart plans, expected by late March for review.*" + "* The government emphasises energy security and low-carbon transition, subject to safety and societal consensus.*" + "* Taiwan's nuclear safety and licensing processes involve operators' safety inspections, international legal compliance, and regulatory review.*" + "* The Ministry discusses energy demand growth from AI and semiconductor industries, considering international risks and energy mix scenarios.*
414. https://kalkinemedia.com/au/stocks/energy/samphire-milestone-uranium-flow-signals-project-progress - * Alligator Energy starts extraction activity at its Samphire uranium project in South Australia, marking an operational milestone in its field recovery trial. * The trial aims to assess in-situ recovery methods; early uranium-bearing solution confirms system response. * Infrastructure and wellfield performance are stable, with operational data monitored to support feasibility assessments. * Data collected will inform a bankable feasibility study, focusing on recovery efficiency, costs, and sustainability. * The company is expanding the resource base with exploration activities and satellite prospects. * In-situ recovery offers environmental, safety, and operational benefits, aligning with industry trends. * The project supports uranium demand driven by the energy sector’s shift towards low-emission power. * More recovery data are expected, shaping future development and feasibility outcomes.
415. https://www.ndtv.com/opinion/iran-israel-war-why-the-2026-lpg-crisis-must-be-indias-final-warning-11253223 - *The 2026 LPG crisis highlights India's vulnerability due to dependence on imports and geopolitical tensions, especially around the Strait of Hormuz.* *The article advocates for a strategic shift towards solar energy, nuclear power, and domestic energy intermediates to enhance energy security.* *It discusses pilot projects for solar peer-to-peer trading and the need for scaling nuclear ambitions, including thorium-based reactors.* *The crisis is seen as a catalyst for India's energy sovereignty and self-reliance.* *Author is Shashi Tharoor, MP from Kerala, discussing India’s energy transition and security measures.*
416. https://www.cityam.com/heres-how-to-make-energy-cheaper/ - * Activists urge Labour to support nuclear energy to address the energy crisis. * The UK has high industrial and domestic energy costs, reliant on imported gas. * Expanding renewables faces rising costs and grid challenges. * The government’s 2022 strategy aimed to speed up domestic energy, including nuclear, but has failed to achieve significant cost reductions. * Proposed solutions include reforming nuclear build costs, market reforms, and removing levies to cut bills.
417. https://leadership.ng/significance-of-small-modular-reactors-investment-to-nigerias-energy-security/ - * Nigeria plans to establish the Grid Asset Management Company Limited (GAMCO) to revive and optimise existing power infrastructure, aiming to restore up to 1,600 megawatts within two years. * Nigeria is among 38 countries supporting the global expansion of nuclear energy, endorsed during the Nuclear Energy Summit 2026 in Paris. * The country is exploring nuclear power, including Small Modular Reactors (SMRs), as part of its strategy to address electricity shortages and improve energy security. * Industry experts highlight SMRs as a transformative opportunity for developing countries like Nigeria to participate in nuclear energy development. * The initiative focuses on leveraging private investment, strengthening transmission, and reducing reliance on fossil fuels with potential for nuclear power contribution.
418. https://themarketonline.com.au/alligator-starts-uranium-extraction-at-samphire-uranium-after-successful-commissioning-pre-conditioning-2026-03-23/ - * Alligator Energy (ASX:AGE) has commenced uranium extraction at its Samphire Uranium Project following commissioning activities. * The company introduced reagents to extract uranium-bearing solution; flow rates are performing as expected. * First recovery data is expected in the next few weeks, with the flow-through test ongoing for four months. * The project aims to generate operational data to support the Bankable Feasibility Study. * Alligator plans to develop a Mineral Resource Estimate with the Plumbush satellite prospect and conduct drilling at Samphire and Big Lake, weather permitting.
419. https://mining.com.au/american-uranium-growing-size-and-confidence-of-lo-herma-resource/ - * American Uranium (ASX:AMU) discusses resource updates and expansion drilling at Lo Herma in Wyoming, US. * US resource update expected soon, with milestones including infill drilling in Q2. * Company focuses on low-cost, near-term uranium production in Powder River Basin. * Recent uplisting to OTCQB Venture Market enhances project profile.
420. https://www.pinsentmasons.com/out-law/analysis/nuclear-philippines - * The Philippines Department of Energy publishes a multi-stage regulatory framework for nuclear reactors, aiming for licensing start in 2026. * The country targets 1.2 GW of nuclear capacity by 2032, rising to 2.4 GW by 2035 and 4.8 GW by 2050. * Philippines collaborates with the IAEA, US, and others to strengthen technical and regulatory capacity. * The government enacts policies including the Philippine National Nuclear Energy Safety Act, establishing independent regulation. * Philippines aims to operate two nuclear plants by 2032 to address power shortages and reduce emissions.
421. https://energiesmedia.com/terrapower-natrium-reactor-uk-nuclear-regulators/ - * TerraPower has filed for a Natrium reactor application with UK nuclear regulators in October 2025. * The application aims to expand the technology to the United Kingdom, marking the first external regulatory submission. * Natrium reactors use liquid sodium as coolant, produce approximately 345 MW, and can store up to 500 MW. * The project is part of UK’s long-term decarbonization and energy transition strategy. * The application is now under the UK's Generic Design Assessment process. * The move signifies US nuclear innovation company TerraPower’s international growth and the UK’s interest in advanced nuclear technologies.
422. https://energiesmedia.com/terrapower-natrium-reactor-uk-nuclear-regulators/ - * TerraPower has submitted an application for its Natrium reactor design to UK regulators, marking the first move outside the US. * The application was filed in October 2025 and accepted into the UK’s Generic Design Assessment process. * The Natrium reactor uses liquid sodium as coolant, producing around 345 megawatts of baseload electricity with storage capabilities. * The UK seeks advanced nuclear technologies as part of its decarbonisation strategy to expand nuclear capacity and reduce greenhouse emissions. * The move signifies TerraPower’s international expansion and potential for deploying next-generation nuclear plants in Europe.
423. https://www.etoday.co.kr/news/view/2567682 - * Two.zan Group celebrates 130 years and is shifting towards AI-driven energy solutions. * Two.zan Energy provides gas turbines, small modular reactors (SMRs), and other power equipment. * The company developed its fifth gas turbine in 2019, with 16 units ordered so far. * It aims to secure 45 gas turbines by 2030 and 105 by 2038, with increased production capacity at its Changwon plant. * The company is constructing a dedicated SMR factory in Changwon, expected to increase annual SMR production to over 20 units by 2028. * Collaborations with US firms like NuScale and TerraPower are strengthening its SMR business. * Two.zan Fuel Cell leads in hydrogen fuel cell markets, expanding into next-generation SOFC technology. * Its electronics division is targeting growth in semiconductor materials, notably graphite blocks for AI semiconductors, with revenues exceeding 1 trillion won in 2024. * The company has acquired two semiconductor firms, increasing its capabilities in system-on-chip and image sensor sectors.
424. https://www.fool.com/coverage/filings/2026/03/22/nexgen-energy-up-123-this-past-year-as-investor-adds-usd7-3-million-before-major-approval/ - * Hancock Prospecting disclosed a buy of 828,245 NexGen Energy shares, worth approximately $7.31 million, on February 17, 2026. * The transaction increased Hancock's total stake in NexGen to over 9 million shares, valued at $83.66 million. * NexGen Energy’s shares rose 123% over the past year, from $11.26 to a peak, outperforming the S&P 500 which gained 15%. * The company’s flagship Rook I uranium project in Saskatchewan received federal approval earlier in February 2026; the stock surge reflects solid fundamentals. * The Rook I project is expected to produce up to 30 million pounds of uranium annually once operational, positioning NexGen as a significant player in the uranium market.
425. https://en.globes.co.il/en/article-despite-gas-reserves-israel-remains-dependent-on-oil-1001538189#utm_source=RSS - * Israel aims to reduce dependence on imported fuels, including oil, for energy security and environmental reasons. * The national security research group MIND Israel suggests building civilian nuclear reactors despite non-signatory status to the Nuclear Non-Proliferation Treaty. * The article discusses the global shift towards renewable energy and nuclear power to address oil dependence and security risks. * Israel plans to increase renewable energy deployment and explore nuclear energy, citing global trends and technological advancements. * The article highlights energy security concerns due to regional geopolitical tensions and depletion of natural gas reserves.
426. https://www.washingtontimes.com/news/2026/mar/22/states-sign-recycle-nuclear-waste-build-new-generation-nuclear/ - * The US government is developing 'nuclear lifecycle innovation campuses' to reuse spent nuclear fuel and eliminate the need for large underground storage. * Up to 15 states are very serious about hosting these campuses, which will include advanced nuclear reactors and support infrastructure. * The plan aims to reduce nuclear waste, with new recycling technologies decreasing the need for traditional repositories like Yucca Mountain. * The US has 94 nuclear reactors, supplying about 20% of electricity, with efforts to expand and improve nuclear technology. * The first construction permit for a new advanced nuclear power plant was issued to TerraPower in Wyoming, operational by 2030.
427. https://egyptian-gazette.com/egypt/dabaa-nuclear-project-advancing-on-schedule-to-boost-grid/ - * Egypt is progressing with the El Dabaa Nuclear Power Plant in line with its timetable, to support the national energy strategy.* * The project’s development was reviewed in a meeting attended by Minister Mahmoud Esmat and NPPA Chairman Sherif Helmy.* * The plant aims to link to Egypt’s electricity grid, supporting energy security and sustainability.* * The project is part of Egypt’s Vision 2030 and involves cooperation with Russia.* * Localising manufacturing and training programmes are part of broader industrial development efforts.*
428. https://meyka.com/blog/march-22-takaichis-us-visit-yields-energy-defense-deals-iran-risk-looms-2203/ - * Sanae Takaichi announced up to $40 billion for US small modular reactors (SMRs) and $33 billion for LNG plants, supporting early project activities and financing. * The US-Japan summit included cooperation on energy, defence, rare earths, and missile systems, influencing supply chains and regional security. * Iran war risk impacts shipping, project costs, and defence logistics, with increased demand for munitions and military replenishment. * US sectors likely to benefit include nuclear component manufacturing, LNG midstream, metals for EVs and turbines, and missile electronics. * Investors are advised to track permits, supply contracts, joint procurement milestones, and political signals to assess project progression and risk management.
429. https://www.newsghana.com.gh/china-nears-completion-of-worlds-first-waste-burning-nuclear-reactor/ - * Chinese scientists are installing the core components of a waste-burning reactor at the CiADS facility in Huizhou, Guangdong. * The reactor is expected to be fully operational by 2027 and will be the world’s first megawatt-level waste-burning reactor. * The system pairs a nuclear reactor with a particle accelerator to eliminate meltdown risks and transmute radioactive waste. * The technology addresses long-term nuclear waste hazards and improves fuel efficiency. * The reactor's safety features allow instant shutdown, preventing disaster scenarios like Chernobyl and Fukushima. * The project is a significant technological breakthrough with implications for nuclear safety and waste management.
430. https://www.americanbankingnews.com/2026/03/22/ur-energy-nyseamericanurg-trading-8-higher-after-insider-buying-activity.html - * Ur Energy Inc (NYSEAMERICAN:URG) stock increased by 8% during trading on Friday after insider buying activity. * VP Jade Walle purchased 107,900 shares at an average price of $1.39, increasing their ownership by 74.93%. * HC Wainwright lowered their price target on Ur Energy from $2.60 to $2.30 and maintained a ‘buy’ rating. * The company's market capitalisation is $558.21 million with a PE ratio of -7.25. * Institutional investors have increased their stakes, with major holdings from Van ECK Associates Corp, The Manufacturers Life Insurance Company, and others. * Ur Energy is a uranium mining company focusing on in situ recovery techniques, with the Lost Creek Project in Wyoming as its flagship asset.
431. https://hongkongfp.com/2026/03/22/taiwan-leader-says-two-nuclear-power-plants-meet-conditions-to-restart/ - * Taiwan's President Lai Ching‑te stated that the second and third nuclear power plants meet conditions for restart. * The plants' restart applications will be submitted to the Nuclear Safety Council for review. * The Ma’anshan plant could restart as early as 2028, with no specific timeline for the second plant. * Taiwan relies heavily on imported fossil fuels, and the government aims to strengthen domestic nuclear power. * The government considers nuclear power to contribute to low-carbon electricity and energy independence.
432. https://newtalk.tw/news/view/2026-03-22/1025564 - - President Lai Ching-te reaffirms Taiwan's commitment to review nuclear power based on electric demand growth, decarbonisation pressures, and geopolitical factors. - Taiwan's non-nuclear policy aims to be realised by 17 May 2025 after the decommissioning of the second and third nuclear reactors. - The government maintains stability of power supply, with reserve capacity at around 10% under the non-nuclear framework. - The energy policy is evolving due to economic growth, AI-related electricity demand, EU carbon border measures, and geopolitical resilience needs. - Applications for restarting reactors are under review, subject to safety assessments and social consensus; development of new nuclear technologies is also considered.
433. https://www.eurasiareview.com/22032026-cop28-to-cop30-nuclear-energy-in-the-climate-equation-oped/ - * The COP30 in Belem, Brazil, in November 2025, reinforced nuclear energy's role in achieving net-zero GHG emissions by 2050. * 33 countries signed the Declaration to Triple Nuclear Energy by 2050, supported by industry and financial sectors. * The World Nuclear Outlook Report 2025 estimates global nuclear capacity could reach 1,428 GWe by 2050. * As of October 2025, 438 nuclear reactors operate globally, mainly Pressurized Water Reactors. * IAEA promoted nuclear technologies during COP30, including Small Modular Reactors and applications in agriculture. * Pakistan emphasised its climate vulnerability and the potential role of nuclear power in energy security and emissions reduction.
434. https://www.ad-hoc-news.de/boerse/news/ueberblick/uranium-energy-shares-navigate-regulatory-hurdles-amid-market-volatility/68955177 - * Uranium Energy Corp faces stock pressure from permit delays and earnings miss, despite strong financials and premium sales. * Quarterly revenue exceeded estimates due to high uranium prices, but overall sales volume declined. * The company holds $818 million in liquid assets and has no debt. * Regulatory approvals for the Burke Hollow mine and Christensen Ranch project are pending, stalling expansion. * Broader market tensions and operational delays contribute to stock volatility.
435. https://www.fool.com/investing/2026/03/21/this-nuclear-energy-trend-could-be-bigger-than-inv/ - * Nuclear energy is considered as a solution to increased electricity demand from data centres and AI. * Companies like Microsoft and Alphabet are contracting with nuclear power firms to revive decommissioned plants. * Small modular reactors (SMRs), such as BWX Technologies' BANR, are seen as promising for powering data centres and other applications. * BWX has extensive expertise from naval nuclear reactors and produces a 75-megawatt nuclear reactor for potential uses including data centres, remote mines, and municipalities. * BWX is financially stable, generating revenue in 2025, unlike some competitors relying on investor funding.
436. https://www.indexbox.io/blog/fluor-expands-european-nuclear-operations-with-romanian-hub/ - * Fluor has established a regional nuclear operations hub in Bucharest, Romania. * The company is leading a small modular reactor (SMR) project, RoPower, using NuScale Power technology at a retired plant site in Doicesti. * The RoPower project involves six modules generating 462 MW and is in the pre-engineering phase, with an initial module targeted for July 2033. * Fluor is also involved in a larger refurbishment and expansion of the Cernavoda Nuclear Power Plant, including the construction of two new units. * The Cernavoda project signifies a multibillion-dollar investment for Fluor.
437. https://thedeepdive.ca/trump-takaichi-us-reactor-project/?utm_source=rss&utm_medium=rss&utm_campaign=trump-takaichi-us-reactor-project - ['* The US and Japan are expected to announce a $40 billion nuclear power project involving GE Vernova and Hitachi, focused on building BWRX-300 small modular reactors.', '* The initiative aims to provide power price stability and support energy-intensive artificial intelligence data centres amid rising electricity demand.', '* The project is part of a bilateral investment framework, with a broader $550 billion fund supporting industrial growth and trade relations.', '* The BWRX-300 is promoted as faster to site, finance, and build than traditional nuclear reactors, despite no SMR yet operating in the US grid.', '* The project’s scale exceeds previous US-Japan investments, emphasising its strategic significance in technology competition and industrial policy.']
438. https://www.fool.com/investing/2026/03/21/fluor-is-expanding-its-nuclear-energy-project/ - * Fluor is expanding its nuclear projects in Europe with new offices and initiatives in Romania. * The company is managing two key projects: the RoPower SMR project with NuScale Power and the expansion of Cernavodă Nuclear Power Plant. * The RoPower project involves deploying six NuScale Power Modules to provide 462 MWe, with first module targeted for July 2033. * The Cernavodă expansion includes refurbishments and new units, with completion projected by 2032. * Fluor is shifting towards reimbursable contracts and capitalising on its stake in NuScale Power for growth.
439. https://news.ltn.com.tw/news/politics/breakingnews/5378171 - * President Lai Ching-te announces Taiwan's plan to prepare for reactivation of nuclear reactors No.2 and No.3, submission expected by the end of March for safety review. * The reactivation is part of a pragmatic response to industries' explosive electricity demand, geopolitical risks, and increasing low-carbon power needs. * The government is acting according to the amended Nuclear Reactor Facility Control Act and has initiated safety review procedures. * Experts emphasise that even without nuclear reactivation, Taiwan's power supply remains sufficient until 2032, and that nuclear can complement renewable energy as a diversified backup. * The overall energy transition and renewable deployment continue to progress concurrently with the nuclear reactivation evaluation.
440. https://news.ltn.com.tw/news/politics/breakingnews/5378171 - * President Lai Ching-te announced that Taiwan Power Company is preparing to restart nuclear reactors No. 2 and No. 3, scheduled for review by the Nuclear Safety Council around late March. * The government states that the policy of nuclear power restart aligns with legal procedural requirements following amendments to the Nuclear Reactor Facility Control Act. * Factors driving the restart include the surge in electricity demand from AI and high-performance computing industries, geopolitical risks, and increased demand for low-carbon electricity. * The decision takes into account the safety, waste management, and societal consensus related to nuclear energy. * The nuclear restart is intended as a supplementary energy source, not a substitute for renewable energy, amidst ongoing energy transition efforts.
441. https://ca.finance.yahoo.com/news/europe-going-forced-return-nuclear-060029594.html - • The European Commission introduced new nuclear-related initiatives as part of its energy strategy. • European leaders at the Nuclear Energy Summit in Paris discussed the potential necessity of returning to nuclear power. • Ursula von der Leyen described Europe's reduction in nuclear as a strategic mistake. • Germany closed its last nuclear reactors in 2023, while France continues to generate 65% of its electricity from nuclear. • The impact on energy independence and security was highlighted as a critical consideration.
442. https://ca.finance.yahoo.com/news/europe-going-forced-return-nuclear-060029594.html - * The European Commission unveiled a set of nuclear-related initiatives as part of its energy strategy in response to geopolitical energy shocks. * European leaders at the Nuclear Energy Summit in Paris discussed the potential of nuclear power to enhance energy independence. * Ursula von der Leyen referred to the previous reduction in nuclear as a strategic mistake for Europe. * Germany closed its last nuclear reactors in 2023; France generates around 65% of its electricity from nuclear. * The impact of a potential shift on energy security is significant, as nuclear offers stable power that can reduce reliance on imported fossil fuels.
443. https://spectrumlocalnews.com/nys/capital-region/news/2026/03/19/nuclear-energy-power-needs-fit - * Governor Kathy Hochul proposes building a nuclear power plant in New York to meet energy needs and renewable goals. * Experts highlight nuclear power's reliability and safety benefits, especially in cold weather. * Concerns are raised over high startup costs and project delays, citing examples from Georgia and South Carolina. * Small modular reactors (SMRs) are considered, with Fort Drum proposed as a test site for potential benefits. * The process of integrating nuclear power into the grid is described as long-term, with emphasis on decarbonisation.
444. https://www.asianews.it/news-en/The-Gulf-War-accelerates-Turkey%26rsquo%3Bs-plans-for-%27peaceful-nuclear%26rsquo%3B-power-65081.html - * Turkey plans to invest up to US$ 100 billion over 10 years to build eight new nuclear reactors, involving global partners. * The Akkuyu Nuclear Power Plant, built by Russia's Rosatom, is the flagship project, with an estimated cost of over US$ 30 billion. * Turkey aims to increase nuclear capacity to 20 GW in the coming decades to reduce energy dependence and enhance energy sovereignty. * The country’s strategic goal is to stabilise energy costs, reduce reliance on imports, and establish itself as a regional energy hub. * The ongoing regional conflicts and NATO summit influence Turkey’s energy and security strategies.
445. https://newsonjapan.com/article/148680.php - * Japan and the US announced a new round of investments exceeding 11 trillion yen during their summit in Tokyo.* *The broader plan envisages Japan investing up to 80 trillion yen in the US.* *Investments include building small modular nuclear reactors and expanding US-based energy production.* *Concerns exist over whether the benefits will accrue to Japan domestically, with profits potentially reinvested in the US.* *The initiative supports US energy expansion driven by demand from AI data centres, with projects led by Japanese firms such as Hitachi.*
446. https://www.ans.org/news/2026-03-20/article-7859/doe-inl-kairos-talk-nuclear-energy-at-senate-committee-hearing/ - * The Department of Energy and Idaho National Laboratory discussed progress on advanced reactors and nuclear projects at a Senate hearing. * Three reactors are expected to achieve criticality by Independence Day in 2023. * Kairos Power reported advances with its Hermes reactors and power agreements with Google and TVA. * Discussions included cost overruns, legislative efforts to mitigate risks, and updates on reactor projects like TerraPower's Natrium. * Urgency was emphasised for updating the Nuclear Waste Policy Act and increasing domestic enrichment capacity.
447. https://www.gurufocus.com/news/8731427/national-atomic-co-kazatomprom-jsc-natky-q4-2025-earnings-call-highlights-strong-production-growth-amid-rising-costs - * Kazatomprom mined 1 billion pounds of uranium in Kazakhstan over nearly 30 years. * The company increased production by 11% in 2025 compared to 2024. * Despite a 14% decline in spot prices, revenue and net profit levels remained substantial. * Costs increased due to global inflation and rising Mineral Extraction Tax (MET) rates. * Production costs are affected by sulphuric acid supply issues and rising sulphur prices. * The company is building a sulphuric acid plant in Baikonur to reduce import dependency. * Long-term contracting efforts target global utilities, with active participation in the spot market. * Mineral resources total 786,000 tonnes uranium; exploration investments have tripled. * Production from new explorations expected in late 2030s or early 2040s.
448. https://www.fool.com/investing/2026/03/20/is-oklo-stock-going-to-100/ - • Oklo is developing small modular nuclear reactors (SMRs) with a distinctive design compared to traditional plants. • The company has made progress with a Reactor Pilot Program from the Department of Energy (DOE). • Achieving an NRC license and deploying its Aurora reactor are key steps for market entry. • The company has 14 gigawatts of backlog projects but has not secured firm sales. • Risks include fuel supply constraints and high market volatility.
449. https://www.business-standard.com/industry/news/india-green-industrial-push-strategic-necessity-amid-west-asia-energy-shock-126032000898_1.html - * The EAC-PM chairman highlighted the importance of green industrialisation for India’s resilience, energy security, and economic growth. * The address focused on India’s energy transition goals, including sourcing 50% energy from renewables by 2030 and reaching net-zero emissions by 2070. * Industrial decarbonisation pillars include energy efficiency, electrification, green hydrogen, circular economy measures, and carbon trading. * State-level initiatives in Maharashtra, Gujarat, and Odisha focus on green hydrogen hubs. * Emphasises inclusive growth with job creation and net employment gains through green sectors, alongside development of policies for climate finance and technology transfer.
450. https://www.nucnet.org/news/access-to-electricity-will-determine-economic-success-or-failure-says-magwood-3-5-2026 - * William Magwood, director-general of the NEA, highlighted the importance of nuclear energy in response to rising global demand at the Baltic Nuclear Energy Forum. * He emphasised that access to electricity will be critical for economic success amid forecasted growth in electricity consumption. * Magwood noted recent shifts in conditions for nuclear development, especially post-Ukraine war, with a focus on energy security. * Challenges such as financing, project timelines, supply chain capacity, and workforce development remain. * Regulators have adapted to a changing environment, aiming to enable nuclear sector growth to meet climate goals.
451. https://foxwilmington.com/newt-gingrich-jason-hayes-theres-a-nuclear-solution-to-recharging-american-industry/?utm_source=rss&utm_medium=rss&utm_campaign=newt-gingrich-jason-hayes-theres-a-nuclear-solution-to-recharging-american-industry - * In February, the US airlifted a nuclear microreactor, symbolising technological progress. * The US’s industrial revival, driven by manufacturing and AI, increases electricity demand. * A surge of up to 166 gigawatts of peak load is expected by the end of the decade. * Advanced nuclear reactors, including small modular reactors (SMRs) and microreactors, aim to expand nuclear energy’s role. * These reactors can be built in factories, reused at retiring coal plants, and provide high-temperature heat for industry. * Regulatory restrictions and outdated licensing processes are seen as main obstacles. * Public perception and safety concerns can be addressed by modern, inherently safe reactor designs. * Advanced reactors produce minimal waste, require small physical footprints, and are environmentally cleaner. * Competitors like Russia and China are exporting nuclear technology, posing a geopolitical challenge. * The article emphasises the strategic importance of US leadership in nuclear energy for economic and national security.
452. https://tass.com/economy/2104869 - • Rosatom establishes a nuclear fuel cycle committee to define strategy for two-component nuclear energy system. • Committee includes senior executives, acting as a uranium council to coordinate development of energy systems independent of raw materials. • Rosatom plans to expand enrichment, fuel fabrication, and reprocessing capacities, and develop a national uranium programme. • The company assures it has sufficient uranium resources to meet future demand. • Focus on reducing natural uranium consumption and increasing nuclear generation share.
453. https://www.marysvillejt.com/2026/03/20/demo-former-water-treatment-plant-underway/?ta_paidstory - * The Cascade Advanced Energy Facility is a planned project in Washington State involving three large reactor buildings housing four units each. * It is supported by Amazon and led by Energy Northwest to deploy X-energy Xe-100 small modular reactors (SMRs). * The project aims to enhance power generation capacity amid local growth and development needs. * The project is associated with advancements in nuclear energy technology, specifically SMRs.
454. https://www.businesswire.com/news/home/20260320743607/en/X-energy-Submits-Draft-Registration-Statement-to-the-SEC-for-Initial-Public-Offering?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - * X-energy, a developer of advanced small modular nuclear reactors and fuel technology, announced the submission of a draft registration statement for an initial public offering. * The filing has been made with the SEC, subject to review and market conditions, with no determined share offering or price range. * The company plans to list on Nasdaq under the symbol ‘XE’. * Lead managers include J.P. Morgan, Morgan Stanley, Jefferies, and Moelis & Company. * The announcement highlights X-energy's focus on safer, efficient SMRs and proprietary fuel technology for clean energy. * The offering is pending SEC effectiveness and regulatory approval.
455. https://www.openaccessgovernment.org/eu-allocates-e330-million-to-advance-nuclear-and-fusion-energy/206789/ - * The European Union invests €330 million in nuclear research and innovation as part of the Euratom Research and Training Programme. * €222 million is allocated to developing fusion energy, aiming to commercialise it and support associated industries. * €108 million is dedicated to nuclear fission research, safety, waste management, and next-generation reactor technologies. * Additional focus on nuclear medicine, workforce development, and access to research facilities. * The initiative aims to support Europe’s energy security, climate goals, and technological leadership.
456. https://foxwilmington.com/newt-gingrich-jason-hayes-theres-a-nuclear-solution-to-recharging-american-industry/?utm_source=rss&utm_medium=rss&utm_campaign=newt-gingrich-jason-hayes-theres-a-nuclear-solution-to-recharging-american-industry - • In February, the US airlifted a nuclear microreactor, signalling a shift towards advanced nuclear technologies. • America’s industry demand for electricity is rising, with projections of up to 166 gigawatts of new peak load by 2030. • New reactors, including small modular reactors and microreactors, aim to expand nuclear energy's role and support industrial processes. • Advanced reactors offer benefits such as reduced construction costs, deployment flexibility, high-temperature heat for industry, and remote power for military bases. • Regulatory hurdles and outdated licensing frameworks are barriers to nuclear innovation, requiring streamlined processes. • Public fears about nuclear safety and waste need reassessment as modern reactors are inherently safer and generate minimal waste. • The resurgence of nuclear power is crucial for energy independence, global influence, and combating climate change, with geopolitical implications.
457. https://www.innovationnewsnetwork.com/eu-nuclear-energy-plan-commits-e330m-to-fusion-and-reactor-research/67880/?utm_source=rss&utm_medium=rss&utm_campaign=eu-nuclear-energy-plan-commits-e330m-to-fusion-and-reactor-research - * The European Commission approved a two-year research agenda (2026–2027) funding €330m for nuclear energy innovation. * Focus areas include fusion energy, reactor safety, SMRs, and advanced nuclear designs. * €222m allocated to fusion research and development, including creating a public-private partnership. * €108m designated for nuclear fission research, safety, waste management, and next-generation reactors. * Funding includes support for nuclear materials, fuels, medical isotopes, and talent development. * The programme aims to strengthen Europe's nuclear infrastructure and international research collaboration. * It aligns with the EU’s climate-neutrality goals and energy independence targets.
458. https://neutronbytes.com/2026/03/20/multiple-bottlenecks-face-new-nuclear-builds/ - * The report by the Nuclear Scaling Initiative discusses supply chain bottlenecks and strategies to scale advanced nuclear reactors in the US, supporting energy security and decarbonisation goals.
459. https://jurnalul.ro/stiri/observator/nicusor-dan-plafonare-preturi-energie-1027495.html - * Romanian President Nicușor Dan explains at the European Council in Brussels that the current energy tariff system penalises investments in renewable or cheap resources. * He mentions ongoing debate on direct gas price caps and excess profit recovery for Romanian consumers. * Dan highlights Europe's acceptance of nuclear energy as a strategic future solution and Romania's plans for significant EU investment in energy infrastructure. * The EU proposes a €30 billion package for network enhancement and interconnections across Europe. * Member countries are encouraged to extend nuclear plant operations amid a push to develop a unified European energy market.
460. https://www.livemint.com/news/world/donald-trump-japans-takaichi-announce-40-billion-us-nuclear-reactor-project-11773979108846.html - • Trump and Takaichi revealed a US-Japan investment fund supporting nuclear projects. • GE Vernova Inc. and Hitachi Ltd. will build small modular nuclear reactors (SMRs) in Tennessee and Alabama. • Japan will invest up to $33 billion in natural gas power plants in Pennsylvania and Texas. • The projects aim to stabilise electricity prices and boost US technology leadership. • SMRs are designed to be faster to develop but are not yet operational in US grids.
461. https://qazinform.com/news/japan-us-unveil-3-new-business-projects-worth-73-billion-total-35c547 - * Japan and the U.S. unveiled three new projects, including small modular reactor construction in Tennessee and Alabama, projected to cost up to $40 billion. * The projects follow earlier initiatives, such as building a gas-fired generating facility in Ohio. * Japan pledged $550 billion to U.S. projects in strategic industries through investments, loans, and guarantees. * The cooperation includes boosting critical minerals and developing deep-sea mineral resources. * The projects aim to enhance energy stability and technological leadership amidst complex international relations.
462. https://qazinform.com/news/japan-us-unveil-3-new-business-projects-worth-73-billion-total-35c547 - * Japan and the U.S. unveiled three joint projects, with a total value of $73 billion, in Washington. * Projects include the construction of small modular reactors (SMRs) by GE Vernova Inc. and Hitachi Ltd. in Tennessee and Alabama, projected to cost up to $40 billion. * The projects aim to support stable power sources and enhance technological leadership. * The announcement follows previous projects like gas-fired power plants and strategic investments in critical minerals. * The projects reflect ongoing collaboration on next-generation energy technologies and mineral resources.
463. https://www.dailyfinland.fi/europe/48391/Estonia-moves-toward-nuclear-energy-with-draft-law - * The Estonian government approved a draft Nuclear Energy and Safety Act and submitted it to parliament. * The legislation aims to create a legal framework for nuclear energy use and related activities. * A nuclear power plant is considered as an option for dispatchable capacity after 2035. * The draft law designates the Consumer Protection and Technical Regulatory Authority as the independent regulator. * The law, if adopted, will come into effect on 1 January 2027, with nuclear plant construction possible from the mid-2030s.
464. https://www.australianmining.com.au/honeymoon-period-boss-boosts-uranium-resources/ - * Boss Energy revises mineral resource estimates for Gould’s Dam and Jason’s Deposit uranium projects in South Australia, incorporating recent drilling data. * Gould’s Dam now estimates 38.7 million tonnes at 388 ppm uranium oxide, representing a 30% increase in contained metal since 2016. * Jason’s Deposit contains 13.3 million tonnes at 410 ppm uranium oxide, a 9% increase since 2017. * Both sites are considered suitable for in-situ recovery methods, with development plans including baseline surveys and permitting applications in 2026.
465. https://www.independentsentinel.com/us-japan-announce-a-40b-nuclear-plan-small-nuclear-reactors/ - * The US and Japan declare a $40 billion investment focused on next-generation nuclear reactors, including SMRs, in the American South. * The deal was confirmed in Washington after talks between US President Donald Trump and Japanese Prime Minister Sanae Takaichi. * SMRs, developed in Tennessee and Alabama, are highlighted as scalable, low-cost, low-carbon nuclear solutions. * The plan follows Japan's recent $550 billion investment commitment through 2029 as part of a trade pact with the US. * SMRs are described as compact, scalable reactors with advantages including reduced land use, faster construction, and flexibility.
466. https://www.mediafax.ro/politic/nicusor-dan-despre-mecanismul-preturilor-la-energie-nicusor-dan-ultima-bucatica-de-energie-este-la-un-pret-mare-consumatorii-si-companiile-au-un-pret-mare-23706655 - * Nicușor Dan explains that energy prices are set by the most expensive source, causing high costs for consumers even in countries with cheap, renewable energy.* * The Romanian President mentions ongoing EU discussions on reducing energy prices, including gas price caps and profits recovery.* * He highlights Europe's acceptance of nuclear energy as a strategic solution and Romania's plans for EU-funded investments in energy infrastructure.* * The EU aims to create a more integrated energy market with substantial investments and extended nuclear plant operations.*
467. https://greekreporter.com/2026/03/19/turkey-plan-nuclear-reactors/ - * Turkey unveils plans for eight nuclear reactors, four in Sinop and four in East Thrace. * Discussions are underway with South Korea, Canada, China, and Russia, but no agreements have been signed. * Turkey's existing nuclear project is the Akkuyu Nuclear Power Plant, developed with Russia, expected to start operations in 2026. * The reactors are part of Turkey's strategy to diversify its energy mix and improve energy security. * Emphasis on localisation to support domestic industry and workforce participation.
468. https://shalemag.com/nuclear-capacity-expansion-strategy/ - * The US Department of Energy (DOE) has accelerated its UPRISE initiative to add 5 GW of nuclear capacity by 2029. * The strategy focuses on uprates and restart projects to upgrade existing reactors, aiming for a long-term goal of 400 GW by 2050. * The expansion is driven by the surge in AI data centres and industrial demands such as hydrogen production and semiconductor manufacturing. * The DOE utilises loan guarantees and AI tools to facilitate financing and regulatory processes. * The initiative aims to improve grid reliability and support decarbonisation through nuclear power.
469. https://www.hokanews.com/2026/03/us-and-japan-to-unveil-40-billion.html - * The United States and Japan are preparing to announce a $40 billion nuclear reactor project, signalling energy cooperation. * The project involves advanced nuclear technologies and aims to enhance energy security, reduce carbon emissions, and strengthen strategic ties. * The initiative is being coordinated at the highest levels of leadership, with political figures linked to the announcement. * It reflects a broader trend of revisiting nuclear energy as a low-carbon power source. * The development has geopolitical, environmental, and economic implications for global energy trends.
470. https://shalemag.com/nuclear-capacity-expansion-strategy/ - * The US DOE's UPRISE initiative aims to add 5 GW of nuclear capacity by 2029, supporting grid reliability amid rising electricity demand.* The strategy focuses on uprates, reactor restarts, and license renewals of existing nuclear assets.* The expansion supports growth in AI data centres, hydrogen production, and semiconductor manufacturing.* Key projects include the restart of Palisades and Crane Clean Energy Center, backed by DOE loan guarantees.* AI tools are used to speed up licensing and upgrade processes.* Long-term goal is to reach 400 GW nuclear capacity by 2050, including new reactor designs.
471. https://www.hydrocarbonengineering.com/petrochemicals/19032026/ebara-elliott-energy-and-nuscale-partner-to-power-petrochemical-plants/ - * Ebara Elliott Energy (EEE) and NuScale Power collaborate on a research programme to demonstrate a high-temperature steam compressor. * The project aims to integrate NuScale's Small Modular Reactor (SMR) technology with petrochemical plants for process heat up to 500°C. * The collaboration supports development, manufacturing, and integration of turbomachinery and energy systems for petrochemical applications. * The project’s compressor target completion is set for 2027, with field testing in the next phase. * The companies will present progress at the World Petrochemical Conference in Houston on March 24.
472. https://www.zerohedge.com/energy/worse-nord-stream-irans-attack-qatars-lng-sends-shockwaves-across-global-energy-markets - ['* The WTI-Brent spread widened to its highest level since 2012 due to potential US export restrictions and escalating conflicts in the Gulf.', '* Iranian attacks damaged upstream energy assets in Qatar, UAE, Kuwait, and Saudi Arabia, raising concerns over prolonged supply disruptions.', "* Qatar's LNG facilities suffered extensive damage, risking long-term supply losses and impacting global gas markets.", '* President Trump warned Iran against further attacks, but market fears of a US export ban persisted, keeping Brent and WTI prices volatile.', "* The conflict's escalation has led to heightened geopolitical risk premia and potential disruptions across global fuel and gas supplies."]
473. https://www.carbonbrief.org/china-briefing-19-march-2026-china-joins-nuclear-pledge-energy-approach-vindicated-new-ecological-code/ - * China signed a pledge to triple global nuclear energy capacity by 2050, viewing it as beneficial for climate change and energy security. * China’s 15th five-year plan emphasises renewable energy and includes a new ecological and environmental code supporting climate and low-carbon transition. * The code establishes a legal basis for controlling carbon emissions, supporting China’s goal of carbon neutrality by 2060. * China’s nuclear capacity reached 62GW at the end of 2025, but targets for 2020 and 2025 were missed; the 2030 goal is 110GW. * China launched a pilot programme to reduce hydrogen prices below 25 yuan per kilogram by 2030 and is promoting offshore wind and marine energy.
474. https://www.marysvillejt.com/2026/03/19/nuclear-local-energy-solution/?ta_paidstory - * The Cascade Advanced Energy Facility is a planned project in Washington State. * The project is led by Energy Northwest and supported by Amazon. * It aims to deploy multiple X-energy Xe-100 small modular reactors (SMRs). * The project is part of local efforts to generate more power for development. * The article discusses nuclear as a potential local energy solution.
475. https://meyka.com/blog/japan-to-invest-40-billion-in-us-small-modular-reactors/ - * Japan plans a $40 billion investment in US small modular reactor projects, part of a broader $73 billion energy initiative. * The investment aims to address rising global electricity demand, AI infrastructure needs, and nuclear power’s role as a low-carbon energy source. * Japanese companies like Mitsubishi Heavy Industries, Toshiba, and IHI are expected to participate in reactor supply chains. * The initiative is expected to boost US energy infrastructure, create jobs, and strengthen economic ties with Japan. * The broader global nuclear renaissance includes increased interest in SMRs across Canada, Europe, and Asia.
476. https://europeansting.com/2026/03/19/eu-to-invest-e330-million-to-accelerate-fusion-energy-and-support-nuclear-technologies-and-skills/ - * The European Commission adopts the 2026-2027 Euratom Research and Training Programme to boost nuclear and fusion research. * The programme aims to ensure EU energy independence, competitiveness, and carbon neutrality by 2050. * It invests €222 million in advancing fusion energy from labs to grid, including establishing a European Public-Private Partnership. * Additional €108 million will support nuclear safety, waste management, and nuclear medicine research. * Focus on attracting nuclear talents and improving access to research facilities across the EU and Ukraine. * The initiative aligns with EU strategies for energy security, decarbonisation, and technological leadership.
477. https://www.middleeastmonitor.com/20260319-turkey-unveils-plan-to-build-eight-nuclear-reactors/ - * Turkey announced plans to build eight nuclear reactors to expand energy capacity and diversify power sources. * Four reactors will be located in Sinop and four in the Thrace region. * Turkey is discussing cooperation with South Korea, Canada, China, and Russia. * No agreements have been signed yet; partner selection will be based on competitiveness and localisation contributions. * The expansion aims to strengthen energy security and support the long-term nuclear energy programme.
478. https://www.nucnet.org/news/swedish-nuclear-company-blykalla-to-proceed-with-planning-for-small-modular-reactor-park-3-4-2026 - * Blykalla plans to develop a small modular reactor (SMR) park consisting of six lead-cooled Sealer reactors in Norrsundet, Gävle, Sweden. * The project aims for operational readiness in the early 2030s, subject to regulatory approvals. * The facility will produce approximately 300 MW, supporting industrial and large-scale electricity demand. * Blykalla is also working on a prototype at Oskarshamn and developing the Sealer-One reactor. * The company raised $50 million to accelerate its SMR development, with reactors aligned to Generation IV technology.
479. https://www.haberler.com/ekonomi/ab-fuzyon-enerjisi-icin-330-milyon-avro-kaynak-ayirdi-19671919-haberi/ - * The European Union provides €330 million to fund nuclear technology and fusion energy research for 2026-2027. * The programme aims to enhance energy independence, competitiveness, and technological leadership in the EU. * €222 million will be invested in transferring fusion energy from lab to grid, encouraging commercial application and supply chain development. * €108 million is dedicated to nuclear fusion research, waste management, radioprotection, and nuclear materials. * The initiative includes support for small modular reactors, advanced reactor technologies, and nuclear fuels, plus workforce development through scholarships.
480. https://europeansting.com/2026/03/19/eu-to-invest-e330-million-to-accelerate-fusion-energy-and-support-nuclear-technologies-and-skills/ - * The European Commission adopts the 2026-2027 Euratom Research and Training Programme, funding nuclear research and innovation. * The programme aims to enhance EU energy independence and supports fusion energy development with a €222 million investment. * It supports the commercialisation of fusion technologies, the development of skilled talents, and research on nuclear safety and waste management. * The programme promotes nuclear technologies, safety, and skills, supporting the EU's transition to carbon neutrality by 2050. * It aligns with EU policies on energy security and technological leadership, operating alongside Horizon Europe.
481. https://www.businesswire.com/news/home/20260319561341/en/NuScale-Power-and-Ebara-Elliott-Energy-Announce-a-Strategic-Partnership-to-Showcase-Use-of-Advanced-Nuclear-Technology-to-Power-Petrochemical-Plants?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - * NuScale Power and Ebara Elliott Energy announce a research programme to demonstrate high-temperature steam compressor integration with NuScale's SMRs for petrochemical industry, targeting completion in 2027. * The collaboration aims to combine NuScale’s SMR technology with EEE’s turbomachinery expertise to produce high-temperature process steam, exceeding 500°C. * NuScale’s Power Modules™ are the first SMRs with U.S. Nuclear Regulatory Commission approval, capable of scalable power output. * The project includes field testing and will be discussed at the World Petrochemical Conference in Houston. * NuScale and EEE seek candidates for the next project phase, focusing on commercialisation and deployment.
482. https://www.hydrogenfuelnews.com/next-hydrogen-secures-nuclear-electrolyzer-contracts-to-advance-hydrogen-production/8575288/ - * Next Hydrogen Solutions Inc., based in Mississauga, signed two contracts worth $3.75 million for nuclear electrolyzer projects. * The projects aim to develop hydrogen production systems compatible with nuclear reactors, marking their first entry into this sector. * The electrolyzers will use nuclear power to split water into hydrogen and oxygen, with safety and automation features. * The deals aim to demonstrate nuclear-hydrogen integration, potentially leading to larger industrial decarbonization applications. * The projects reflect broader efforts to incorporate nuclear energy into low-carbon hydrogen infrastructure and energy security strategies.
483. https://www.thechemicalengineer.com/news/overhaul-of-safety-and-environment-rules-will-make-uk-nuclear-nation-starmer/ - * Sir Keir Starmer pledges reform of safety and environmental regulations for UK civil and defence nuclear projects, targeting completion by 2027.* The reforms include making regulation more proportionate, merging regulatory bodies, and increasing pay for specialists.* The government plans to waken safety limits, streamline environmental permits, and reduce delays and costs.* The UK government promises to support private nuclear technology developers and extend revenue schemes to ageing reactors.* The proposals align with UK’s broader objective to restore its status as a leading nuclear nation.
484. https://www.thechemicalengineer.com/news/overhaul-of-safety-and-environment-rules-will-make-uk-nuclear-nation-starmer/ - * Sir Keir Starmer announced a regulatory overhaul for UK nuclear projects aimed at making safety and environmental rules more proportionate. * Reforms include merging regulatory bodies, increasing powers for the Office for Nuclear Regulation, and easing environmental permitting. * The government aims to complete reforms by the end of 2027, with a focus on boosting nuclear industry and energy independence. * The proposals are part of the government's broader ambition to establish a "golden age of nuclear" with new reactors, funding, and legislation support. * Critics, like The Wildlife Trusts, expressed concerns about environmental protections, while industry bodies welcomed the reforms.
485. https://qazinform.com/news/kazatomproms-uranium-sales-up-11-in-2025-5b8b08 - * Kazatomprom's uranium sales rose 11% in 2025 to 18,500 tons. * The company's total output was 25,800 tons, with 13,500 tons sold. * Exploration work and investment in new uranium sites are ongoing, with plans to invest 75-85 billion tenge by 2030. * Social programmes in uranium mining regions received up to 11 billion tenge in 2025. * The company signed supply contracts with AxpoPower (Switzerland), ČEZ Group (Czech Republic), and Kansai Electric Power (Japan), and is working to secure a long-term supply contract with India.
486. https://www.indianweb2.com/2026/03/new-uranium-mines-and-fuel-plants-to.html - * India increases uranium mining capacity through projects at Rohil, Rajasthan, and Jajwal, Chhattisgarh, progressing through statutory clearances. * The Nuclear Fuel Complex expands its fuel assembly fabrication capacity to support reactor deployment. * The Bhabha Atomic Research Centre and Nuclear Recycle Board are constructing integrated recycling facilities at Tarapur and Kalpakkam. * Initiatives aim to strengthen indigenous uranium, fuel fabrication, and waste management for India’s long-term nuclear energy strategy. * The projects are part of India’s Viksit Bharat 2047 vision and are led by UCIL, NFC, BARC, and NRB under the Department of Atomic Energy.
487. https://sonicericsg.blogspot.com/2026/03/post-1266-how-china-is-overtaking-us-in.html - * China is expanding its nuclear energy capacity with 28 reactors under construction. * By 2030, China is expected to overtake the US as the largest producer of nuclear energy. * The US is investing billions in new nuclear technology, but progress has been slower. * China’s ambitions are driven by strong state backing, increased patents, and a push for self-sufficiency. * The article links nuclear energy development to energy security and the global technology race.
488. https://thewest.com.au/business/bulls-n-bears/infini-locks-in-key-contractors-for-canadian-uranium-push-c-21994670 - * Infini Resources has contracted Rodren Drilling and Archer Cathro & Associates for its maiden drilling campaign at Reynolds Lake and Reitenbach Lake in Canada’s Athabasca Basin. * The drilling campaign aims to test unconformity, basement-hosted uranium targets, with mobilisation starting in mid-April. * Recent electromagnetic interpretation revealed a 20 km prospective uranium corridor, highlighting the region's mineralisation potential. * The company plans to drill high-grade Titus Showing prospect, which yielded a 1.9% uranium assay, adjacent to structural flexures. * Infini controls 1021 sq km of ground across several projects in the Athabasca Basin, a key global uranium supply region.
489. https://www.ad-hoc-news.de/boerse/news/unternehmensnachrichten/the-global-energy-association/68842050 - * The conference highlighted growth in renewable energy sources in Latin America, reaching 67% and projected to increase to 76% by mid-century. * Latin American countries hold over half of the world's lithium reserves, supporting prospects for green hydrogen and biofuels. * Bolivian nuclear energy aims to balance decarbonisation with energy security and justice. * Brazil presented a microreactor project for remote areas with 16 million people lacking stable electricity. * Hydropower’s role in energy resilience and microhydro turbines as a water supply system alternative were discussed. * Chile plans to expand renewable energy investments, despite concerns over underfunding and regional risks. * Puerto Rico proposed a renewable hydrogen microgrid based on solar energy and storage. * The conference honoured Yu Huang as the first female laureate of the Global Energy Prize, with nominations open for 2026.
490. https://skillings.net/the-ai-energy-nexus-why-big-tech-is-drifting-toward-uranium-and-copper-in-2026/ - * Big Tech companies are investing in nuclear power, specifically Small Modular Reactors (SMRs), to support AI data centres' energy needs. * AI data centres are expected to consume approximately 1,000 TWh globally by 2026, necessitating reliable, carbon-free energy sources. * The shift towards nuclear has impacted uranium markets, with companies entering long-term supply contracts. * Copper demand from AI data centres and power grid upgrades is projected to increase by 1.5 to 2 million tonnes by 2030. * A global supply-demand gap in copper and uranium is emerging, with strategic implications for energy security and geopolitical independence.
491. https://www.thehindubusinessline.com/markets/commodities/global-energy-crisis-pushes-nations-to-expand-nuclear-and-renewable-power/article70760452.ece - * The Iran war has prompted global policymakers to reconsider dependence on oil and gas, advocating for expanding nuclear and renewable energy sources. * The closure of the Strait of Hormuz has caused disruptions, increased prices, and highlighted vulnerabilities in fossil fuel supply lines. * Europe plans to support nuclear power through financial guarantees, reversing decades of plant closures. * China accelerates renewable energy transition amidst supply risks, utilising its advanced clean technology sector. * Asia, especially Japan and Taiwan, considers restarting or expanding nuclear power to reduce reliance on fossil fuel imports. * Europe’s dependence on fossil fuel imports has increased costs, leading to EU discussions on nuclear and carbon market reforms. * The US focuses on increasing domestic fossil fuel production and diversifying import sources to stabilise prices post-Ukraine war. * The crisis highlights strategic risks of dependency on Middle Eastern oil and global supply chain vulnerabilities.
492. https://stockhead.com.au/resources/qx-resources-maps-high-grade-uranium-targets-at-madaba/ - * QX Resources confirms high-grade supergene-enriched uranium mineralisation at Madaba in Tanzania. * Digitisation of historical trenching identifies new high-priority drill targets. * Results include surface anomalies with uranium grades up to 7.25% U3O8. * Nine targets identified for upcoming drill testing, with activities planned for the September quarter. * Exploration aims to define potential for a significant uranium system in the Luwegu Basin.
493. https://smallcaps.com.au/article/boss-energy-reports-updated-uranium-resource-estimates-for-goulds-dam-and-jasons-deposit - * Boss Energy reports increased mineral resource estimates (MRE) for Gould’s Dam (38.7 million tonnes, 33.1 million pounds uranium) and Jason’s Deposit (13.3 million tonnes, 12.0 million pounds uranium) in South Australia.* * Resource estimates have been updated following drilling and geological studies.* * Development pathway has been accelerated, with permits anticipated to start in the second half of this year.* * The deposits may utilise the wellfield extraction approach tested at Honeymoon.* * Both deposits are near the Honeymoon uranium mine and are expected to be future production sources.*
494. https://mezha.net/eng/bukvy/donald_tusk_unveils/ - * During the PowerConnect energy summit in Gdańsk, Poland’s Prime Minister Donald Tusk announced an investment plan of around one trillion zlotys for the energy sector over the next decade. * The investment includes more than 220 billion zlotys for renewable energy sources and storage, 234 billion zlotys for transport systems, and 160 billion zlotys for nuclear energy. * Poland plans to build a nuclear power plant in the Pomeranian Voivodeship with international partners and financing. * Development of offshore wind farms in the Baltic Sea is also emphasised, aiming to increase the share of renewables in Poland’s energy mix. * The EU recommends reducing taxes on energy commodities to counteract rising prices influenced by global events.
495. https://www.turkmenistannews.net/news/278930371/kazakh-national-atomic-company-to-invest-up-to-1759-mln-usd-in-exploration-by-2030 - * Kazakhstan's national atomic company Kazatomprom aims to invest up to 85 billion tenge (around 175.9 million USD) in geological exploration by 2030. * The company has formed a portfolio of six new uranium sites covering over 1,000 sq km. * In 2025, Kazatomprom's uranium production reached 25,800 tonnes, with 13,500 tonnes attributable to the company. * Sales volumes increased by 11% to 18,500 tonnes.
496. https://mugglehead.com/doe-launches-uprise-program-to-boost-u-s-nuclear-output-by-5-gw-by-2029/?utm_source=rss&utm_medium=rss&utm_campaign=doe-launches-uprise-program-to-boost-u-s-nuclear-output-by-5-gw-by-2029 - * The U.S. Department of Energy (DOE) has initiated the UPRISE program to boost nuclear power output through upgrades, restarting plants, and completing stalled projects. * The programme aims to add 2.5 GW by 2027 and 5 GW by 2029, focusing on existing reactors. * Managed by Idaho National Laboratory, it will prioritise reactor uprates and plant restarts. * The initiative supports broader federal goals to expand nuclear capacity from 100 GW to 400 GW by 2050, including faster licensing and fuel supply enhancements. * The DOE will collaborate with utilities and provide significant financing to facilitate infrastructure upgrades.
497. https://www.ans.org/news/2026-03-18/article-7851/uk-releases-new-plans-to-speed-nuclear-deployment/ - * The UK government publishes a policy paper in response to recommendations to reform its nuclear industry, aiming to accelerate nuclear project deployment. * The plans include merging regulators, establishing a new Nuclear Commission, expanding skills programmes, and streamlining planning and environmental assessments. * The government aims to implement these changes by the end of 2027 to improve efficiency and reduce delays. * The initiative responds to recent failed projects, regulatory complexity, and safety concerns. * The overarching goal is to invigorate the UK’s nuclear sector and streamline procedures to support the energy transition.
498. https://www.ans.org/news/2026-03-18/article-7851/uk-releases-new-plans-to-speed-nuclear-deployment/ - • The UK government published a policy response to the Nuclear Regulatory Review 2025, aiming to speed nuclear projects. • The reforms include merging regulatory bodies, establishing a Nuclear Commission, and expanding nuclear skills funding. • Plans also focus on streamlining environmental and planning assessments, with targets set for implementation by 2027. • The aim is to address delays, reduce regulatory complexity, and boost nuclear energy development. • The initiative responds to existing delays and cost overruns, seeking safer, faster nuclear deployment.
499. https://www.openpr.com/news/4430192/expanding-assets-and-investments-in-the-nuclear-fuel-cycle - • Frontier Nuclear and Minerals Inc. (FNUC) announced name change and Nasdaq symbol update on March 16, 2026. • The company has expanded assets and investments in uranium exploration, enrichment, and small modular reactors in the US. • Acquired Global Uranium and Enrichment Limited, with projects in Wyoming, Colorado, and Utah. • Invested in Kadmos Energy Services LLC for developing small modular light water reactors. • Plans to spin-off lithium assets to unlock shareholder value as part of strategic focus on the nuclear fuel cycle.
500. https://interestingengineering.com/energy/us-isotope-reactor-design-safety-approval - * Oklo Inc. received US Department of Energy approval for a Nuclear Safety Design Agreement (NSDA) related to its Groves Isotopes Test Reactor in California.