Commodities Report: Uranium futures | 2026-04-12 07:00 UTC [VZBQ] | Bullish | tightening

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1. https://www.sentinelassam.com/more-news/business/india-plans-major-nuclear-boost-targets-100-gw-by-2047-report - * India plans to increase its nuclear power capacity to at least 100 GW by 2047, marking the centenary of independence. * Currently, India operates 24 reactors with 8,780 MWe capacity, with eight under construction. * Projected capacity to rise to around 22 GW by early 2030s and expand to 100 GW by 2047. * Strategy includes large reactors like 700 MWe PHWRs and modular systems such as 200 MWe BSMRs and 55 MWe SMR-55. * Achieved first criticality of the 500 MWe Prototype Fast Breeder Reactor at Kalpakkam in April 2026, a key milestone. * The programme employs a three-stage strategy leveraging uranium and thorium resources for long-term energy security.
2. https://healthy-food-life.com/energy-crisis-in-france-solutions-and-challenges/ - * France faces an energy crisis driven by reliance on fossil fuels and climate change impacts. * The government aims to increase renewable energy’s share from 18% in 2020 to 40% by 2030. * France’s nuclear energy provides around 70% of electricity, with investments in sixth-generation reactors. * Energy efficiency programmes and infrastructure upgrades are key goals. * International cooperation and sustainable mobility measures support France’s energy transition.
3. https://skillings.net/uranium-forecast-2026-the-critical-shortfall-no-one-is-talking-about-april-10th-2026/ - * As of April 10th, 2026, a global uranium supply shortfall is confirmed, with a 50 million pound annual deficit projected to persist. * The spot price of U3O8 has risen above $88 per pound, reflecting increased demand and supply constraints. * Demand by 2040 is expected to reach 400 million pounds, driven by decarbonisation efforts and AI infrastructure needs. * Supply challenges include geopolitical nationalisation of Kazakhstan, permitting bottlenecks, and a 12-14 year lead time for new mines. * Long-term prices may reach $135–$150 per pound in a bullish scenario, or stay steady around $95–$115 in the base case.
4. https://www.marketbeat.com/instant-alerts/peninsula-energ-otcmktspenmf-sees-significant-decline-in-short-interest-2026-04-11/ - * Peninsula Energy saw a 76.2% decline in short interest in March, from 900,849 to 214,210 shares. * The company is focused on uranium mining in Wyoming's Powder River Basin, United States. * It operates the Lance Projects using in-situ recovery (ISR) technology under US Nuclear Regulatory Commission licence. * The company's approach involves circulating oxygenated water to extract uranium. * Peninsula Energy holds exploration rights for satellite deposits in Wyoming.
5. https://www.washingtonpost.com/opinions/2026/04/11/nuclear-regulatory-commission-nrc-reforms-advanced-reactors/ - * The NRC voted to establish a new licensing regime that could speed the development of advanced nuclear power in the US. * The reform, called Part 53, aims to make risk assessment more technology neutral and reduce review times from years to 18 months or less. * The US nuclear industry mainly uses decades-old light-water reactors, while new designs in China and elsewhere are more efficient and safer. * The reforms are part of the bipartisan Advance Act signed into law by President Biden. * The new framework aims to facilitate deployment and scaling of advanced reactor designs, including smaller and more automated units.
6. https://www.orissapost.com/us-india-discuss-energy-cooperation-after-passing-of-shanti-bill/ - * US and India focus on future energy cooperation, including civil nuclear collaboration. * The SHANTI Bill promotes India’s modernisation of nuclear energy, safety, and international partnerships. * Discussions cover coal gasification, liquefied petroleum gas exports, and renewable energy balance. * The meeting highlights strategic convergence on energy security, climate action, and technology partnerships. * The legislation aims to accelerate joint nuclear projects and support India’s clean energy transition.
7. https://www.orissapost.com/us-india-discuss-energy-cooperation-after-passing-of-shanti-bill/ - * US and India focus on energy cooperation following India's passage of the SHANTI Bill, which enhances civil nuclear collaboration. * The bill aims to modernise India's nuclear energy framework, improve safety, and promote international partnerships. * US supports India’s energy diversification including nuclear, coal gasification, and LPG exports. * Discussions include joint reactor projects, fuel supply, and technology transfer. * The meeting highlights strategic convergence on energy security, climate action, and technology partnerships under Viksit Bharat 2047.
8. https://skillings.net/kazatomprom-adjusts-2026-production-targets-amid-supply-chain-shifts/ - * Kazatomprom reduces its 2026 uranium production forecast by 10%, from 32,777 tonnes to 29,697 tonnes, citing supply chain issues and a strategic shift. * Actual production guidance is now between 27,500 and 29,000 tonnes, with most reduction in the JV Budenovskoye operation. * The primary driver is sourcing sulfuric acid, with a new plant scheduled for commissioning in 2027 to improve future supply. * A significant portion of output is tied up in long-term agreements with India, reducing spot market liquidity. * Rising demand driven by AI-driven data centres and nuclear energy's role in the energy transition increase pressure on uranium supply.
9. https://kalkinemedia.com/us/stocks/energy/why-are-oklo-shares-rising-on-microreactor-momentum - * Oklo Inc. (NYSE:OKLO) is recognised for its development of small-scale nuclear reactors, or microreactors, aimed at reliable, low-emission power generation. * Shares of Oklo have experienced upward movement amid increased trading volume, reflecting market interest. * The company’s focus includes advanced fuel cycles, compact configurations, and deployment in diverse energy environments. * Institutional stakeholders are involved, with changes in holdings indicating ongoing sector engagement. * The broader energy market sees expanding demand for stable power solutions, supporting the development of microreactors. * Progress in reactor design, safety, and regulatory compliance continues to facilitate industry growth.
10. https://eldiariony.com/2026/04/10/nueva-jersey-levanta-moratoria-nuclear-de-50-anos-y-da-paso-a-nuevos-proyectos-energeticos/ - * New Jersey Governor Mikie Sherrill signed legislation ending a 50-year-old ban on new nuclear power projects in the state. * The legislation allows the Department of Environmental Protection to issue permits based on modern waste management standards. * The state aims to increase energy capacity and reduce consumer costs, with nuclear power generating over 40% of the state's electricity. * A Nuclear Task Force was created to evaluate opportunities in financing, technology, regulation, and workforce development. * Leaders and industry stakeholders support nuclear energy as a means to enhance energy reliability and reduce costs.
11. https://www.fool.com/investing/2026/04/10/mark-your-calendar-oklo-could-be-a-very-different/ - * Bank of America predicts a $10 trillion nuclear renaissance driven by increased energy demand from the AI industry. * Oklo's small modular reactors (SMRs) are central to the plan, with a key demonstration scheduled for July 4. * Oklo participated in the US Department of Energy's Reactor Pilot Program, aiming to reach criticality for its reactors. * Achieving criticality could validate Oklo's technology and accelerate regulatory approval. * The company aims to have its first project operational by the end of 2027.
12. https://eldiariony.com/2026/04/10/nueva-jersey-levanta-moratoria-nuclear-de-50-anos-y-da-paso-a-nuevos-proyectos-energeticos/ - * The governor of New Jersey, Mikie Sherrill, signed legislation to remove restrictions on new nuclear plants. * The law amendments facilitate permit issuance for nuclear projects based on modern waste management standards. * The measure aims to increase energy capacity and reduce consumer costs. * The creation of a Nuclear Energy Task Force to evaluate opportunities in financing, technology, regulation, and workforce. * Nuclear plants in New Jersey generate over 40% of the state's electricity and nearly 80% of emissions-free energy.
13. 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.
14. 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.
15. 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.
16. 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.
17. 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.
18. 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.
19. 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.
20. 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.
21. 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.
22. 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.*
23. 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.
24. 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.
25. 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.
26. 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.
27. 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.
28. 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.
29. 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.
30. 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.
31. 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.
32. 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.
33. 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.
34. 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.
35. 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.
36. 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.
37. 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.
38. 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.
39. 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.
40. 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.
41. 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.
42. 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.
43. 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.
44. 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.
45. 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.
46. 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.
47. 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.
48. 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.
49. 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.
50. 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.
51. 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.
52. 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.
53. 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.
54. 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.
55. 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.
56. 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.*
57. 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.
58. 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.
59. 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.
60. 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.
61. 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.
62. 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.
63. 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.
64. 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.
65. 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.
66. 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.
67. 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.
68. 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.
69. 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.
70. 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.
71. 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.
72. 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.
73. 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.
74. 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.
75. 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.
76. 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.
77. 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.
78. 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.
79. 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.
80. 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.
81. 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.
82. 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.
83. 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.*
84. 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.
85. 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.
86. 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.
87. 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.
88. 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.
89. 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.
90. 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.*
91. 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.
92. 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.
93. 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.
94. 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.*
95. 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.
96. 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.
97. 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.
98. 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.
99. 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.
100. 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.
101. 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.
102. 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.
103. 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.
104. 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.
105. 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.
106. 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.
107. 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.
108. 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.
109. 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.
110. 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.
111. 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.
112. 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.
113. 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.
114. 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.
115. 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.
116. 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.
117. 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.
118. 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.
119. 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.
120. 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.
121. 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.
122. 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.
123. 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.
124. 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.*
125. 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.
126. 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.
127. 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.
128. 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.
129. 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.
130. 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.
131. 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.
132. 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.
133. 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.
134. 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.
135. 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.
136. 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.
137. 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.
138. 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.
139. 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.
140. 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.
141. 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.
142. 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.
143. 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.
144. 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.
145. 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.
146. 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.
147. 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%.
148. 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.
149. 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.
150. 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.
151. 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.
152. 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.
153. 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.
154. 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.
155. 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.
156. 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.
157. 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.
158. 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.
159. 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.
160. 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.
161. 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.
162. 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.
163. 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.
164. 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.
165. 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.
166. 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.*
167. 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.
168. 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.
169. 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.
170. 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.*
171. 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.*
172. 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.
173. 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.
174. 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.
175. 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.
176. 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.
177. 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.
178. 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.
179. 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.
180. 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.
181. 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.
182. 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.
183. 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.']
184. 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.
185. 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.
186. 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.
187. 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.
188. 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.
189. 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.
190. 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.
191. 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.
192. 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.
193. 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.
194. 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.
195. 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.
196. 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.
197. 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.
198. 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.
199. 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.
200. 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.
201. 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.
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.
207. 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.
208. 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.
209. 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.
210. 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.
211. 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.
212. 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.
213. 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.
214. 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.
215. 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.
216. 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.
217. 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.
218. 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.
219. 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.
220. 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.
221. 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.
222. 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.
223. 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.
224. 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.
225. 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.
226. 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.
227. 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.
228. 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.
229. 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.
230. 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.
231. 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.
232. 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.
233. 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.
234. 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.*
235. 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.
236. 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.
237. 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.
238. 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.
239. 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.
240. 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.
241. 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.
242. 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.
243. 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.
244. 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.
245. 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.
246. 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.
247. 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.
248. 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.
249. 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.
250. 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.
251. 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.
252. 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.
253. 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.
254. 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.
255. 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.
256. 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.
257. 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.
258. 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.
259. 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.
260. 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.
261. 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.
262. 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.
263. 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.
264. 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.']
265. 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.
266. 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.
267. 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.
268. 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.
269. 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.
270. 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.
271. 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.
272. 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.
273. 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.
274. 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.
275. 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.
276. 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.
277. 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.
278. 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.
279. 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.
280. 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.
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.
295. 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.
296. 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.
297. 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.
298. 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.
299. 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.
300. 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.
301. 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.
302. 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.
303. 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.
304. 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)."]
305. 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.
306. 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.
307. 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.
308. 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.
309. 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.
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.
326. 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.
327. 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.
328. 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.*
329. 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']
330. 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.
331. 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.
332. 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.
333. 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.
334. 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).
335. 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.
336. 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.
337. 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.
338. 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.
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.
350. 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.
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.*
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.
361. 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.
362. 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.
363. 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.*
364. 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.*
365. 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.
366. 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.
367. 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.
368. 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'.
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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").
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.*
426. 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.
427. 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.*
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.*
440. 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.
441. 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.
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.']
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.*
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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.
472. 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.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.*
479. 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.
480. 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.
481. 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.
482. 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.
483. 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.
484. 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."]
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.