Commodities Report: Uranium futures (U3O8) | 2026-04-16 15:00 UTC [VJXR] | Bullish | tightening

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1. https://www.chemistryworld.com/news/uk-government-unveils-five-year-plan-to-boost-countrys-nuclear-fusion-industry/4023303.article - The UK government has announced a five-year strategy to accelerate the nuclear fusion sector, allocating £2.5 billion between 2026 and 2030. The UK Atomic Energy Authority (UKAEA) will receive £1.3 billion for the West Burton prototype plant and £920 million for research facilities. The plan aims to maintain the UK's global leadership, foster international collaboration, and develop the next generation of scientists and materials for sustainable energy production.
2. https://www.eenews.net/articles/fossil-fuels-face-higher-taxes-than-electricity-under-eu-bill/ - The European Commission plans to unveil legislation taxing electricity at a lower rate than fossil fuels across the bloc. This initiative aims to support a strategy of scaling up nuclear and renewable energy generation. The move responds to recent energy crises and current geopolitical threats from the Iran war, which have disrupted oil and gas supplies from the Strait of Hormuz, causing fuel prices to rise.
3. https://www.lanation.dj/lavancee-nucleaire-indienne-ouvre-la-voie-a-lindependance-energetique/ - On 6 April 2026, India achieved initial criticality in its 500 MWe sodium-cooled fast breeder reactor prototype (RPSR) at Kalpakkam, Tamil Nadu. This milestone marks the start of the second phase of India's three-stage nuclear programme, aiming to utilise thorium reserves to reduce uranium imports and achieve energy independence. Prime Minister Narendra Modi hailed the achievement as a testament to scientific capabilities, while the International Energy Agency noted its geopolitical significance for fuel cycle closure.
4. https://chemindigest.com/government-planning-competitive-bidding-for-indigenous-small-nuclear-reactor-project/ - * The Indian government plans to invite bids within three to six months for a 220 MWe Bharat Small Modular Reactor (BSMR-200). * The project is jointly developed by the Bhabha Atomic Research Centre and Nuclear Power Corporation of India Limited. * The initiative follows the Sustainable Harnessing and Advancement of Nuclear Energy for Transforming India (SHANTI) Act enacted in December 2025. * India aims to achieve 100 GW of nuclear power capacity by 2047 as part of its clean energy transition strategy. * The total estimated cost is approximately ₹5,960 crore with a construction timeline of 60 to 72 months.
5. https://wyofile.com/wyoming-communities-want-time-to-consider-embracing-nuclear-energy-as-feds-rush-to-expand-industry/ - * Wyoming state officials and industry advocates are actively recruiting nuclear developers while communities express concerns over rushing the industry. * The state recently amended its blanket ban on nuclear waste storage to allow fuel from in-state plants following TerraPower's Kemmerer project. * Federal officials are accelerating Nuclear Regulatory Commission permitting processes, contrasting with local demands for a years-long community engagement period. * Wyoming's uranium mining sector is expanding with new projects, though residents cite historical contamination and unresolved environmental issues as barriers to trust. * A recent forum hosted by the University of Wyoming focused on educating communities to make informed decisions about hosting nuclear facilities.
6. https://www.thehindubusinessline.com/news/national/rs-chairman-hails-tn-nuclear-reactors-milestone-moment-places-scientists-contribution-on-record/article70868384.ece - * The 500-MW Prototype Fast Breeder Reactor (PFBR) at Kalpakkam achieved first criticality on April 6, 2026. * Rajya Sabha Chairman C P Radhakrishnan hailed the event as a national achievement marking India's entry into the second stage of its three-stage nuclear programme. * The reactor was designed by the Indira Gandhi Centre for Atomic Research (IGCAR) and constructed by Bharatiya Nabhikiya Vidyut Nigam (BHAVINI) using entirely indigenous efforts. * This milestone aligns with the government's target of 100 gigawatts of nuclear power and supports the commitment to net-zero emissions by 2070. * The achievement follows the passage of the SHANTI Act in December 2025, which opened the civil nuclear energy sector to all players.
7. https://wyofile.com/wyoming-communities-want-time-to-consider-embracing-nuclear-energy-as-feds-rush-to-expand-industry/ - * Wyoming state officials and industry advocates are actively recruiting nuclear developers while local communities express concerns about rushing the process. * The state recently amended its blanket ban on nuclear waste storage to accommodate fuel from the new TerraPower Natrium plant under construction in Kemmerer. * Federal officials are accelerating Nuclear Regulatory Commission permitting rules, aiming to finalize a new regulatory regime by the end of November. * Local leaders and tribal representatives warn that the state's history with uranium mining and unresolved contamination issues create deep skepticism. * Radiant Industries withdrew its microreactor manufacturing proposal after failing to secure assurances regarding future waste storage policies.
8. https://chemindigest.com/government-planning-competitive-bidding-for-indigenous-small-nuclear-reactor-project/ - * The Indian government plans to invite bids within three to six months for the construction of a 220 MWe Bharat Small Modular Reactor (BSMR-200). * The project is jointly developed by the Bhabha Atomic Research Centre and Nuclear Power Corporation of India Limited with estimated costs of ₹5,960 crore. * Foreign participation is permitted provided firms partner with domestic players to ensure technology transfer and local capability building. * The initiative is enabled by the Sustainable Harnessing and Advancement of Nuclear Energy for Transforming India (SHANTI) Act enacted in December 2025. * Construction is expected to commence after administrative and financial approvals and will take between 60 and 72 months to complete.
9. https://www.zawya.com/en/projects/industry/uae-to-work-with-chinas-jereh-group-to-develop-high-growth-sectors-smrs-ijw82ajl - * The UAE Ministry of Investment signed a memorandum of understanding with China's Jereh Group to develop an integrated clean energy and industrial platform. * The agreement includes the deployment of Small Modular Reactor (SMR) technology to provide zero-carbon baseload power within a three to five year timeline. * Jereh Group plans to establish an anode material manufacturing facility with a capacity of 100,000 tonnes per annum and create lithium battery recycling capabilities. * The initiative aligns with the UAE's Energy Strategy 2050 and aims to position the country as a regional hub for next-generation energy technology. * Bilateral trade between the UAE and China surpassed $100 billion in 2024, with nearly 16,500 active Chinese trade licenses in the UAE by July 2025.
10. https://tennesseestar.com/policy/commentary-americas-nuclear-revival/realclearwire/2026/04/16/ - The Nuclear Regulatory Commission has issued final Part 53 rules to expedite licensing for advanced nuclear reactors, aiming to reduce review times to 18 months or less. The Department of Energy completed the Demonstration of Microreactor Experiments (DOME) test bed at Idaho National Laboratory to accelerate advanced reactor development. FluxPoint Energy is developing a new uranium conversion facility to support domestic fuel supply. Several states, including Idaho and Tennessee, have expressed willingness to host nuclear activities, while others like Nevada and Texas have opposed waste storage.
11. https://stockhead.com.au/news/lunch-wrap-asx-drifts-as-markets-price-in-peace-vivas-refinery-goes-up-in-smoke/ - * American Uranium completed a $2.64 million share placement at $0.12 per share. * The raised capital will fund drilling, permitting, and technical studies. * The funds are allocated to the company's Wyoming uranium projects. * The transaction occurred on Thursday in the Australian market.
12. https://kalkinemedia.com/au/stocks/smallcap/asx-small-cap-uranium-play-sparks-fresh-buzz - * Alligator Energy Ltd is conducting field recovery testing on its Samphire uranium project in South Australia to validate in-situ recovery extraction methods. * The company is progressing through development stages including environmental assessments and stakeholder engagement to secure regulatory approvals. * Market attention on the ASX small-cap uranium sector is increasing due to global energy discussions revisiting nuclear power as part of the long-term energy mix. * Future project viability depends on the completion of feasibility studies, successful regulatory milestones, and operational execution.
13. https://mining.com.au/elevate-uranium-reveals-koppies-mineral-resource-estimate/ - * Elevate Uranium has released its maiden inferred mineral resource estimate for the Koppies Uranium Project in the Erongo region of Namibia. * The site contains 10.1 million pounds of triuranium octoxide at a 100 parts per million cut-off grade. * The deposit features calcrete-filled palaeochannels within basement schists and granites, with mineralisation open to the northeast and south. * Managing Director Murray Hill stated that targeting criteria have been validated and further exploration targets remain untested. * Elevate Uranium holds assets in Australia and Namibia.
14. https://mining.com.au/american-uranium-completes-funding-for-wyoming-workstreams/ - * American Uranium completed a $2.64 million share placement to advance its Lo Herma Project in Wyoming. * The company issued 22 million shares at $0.12 each following a resource estimate upgrade. * Funds will support drilling, permitting, and technical studies for the in-situ recovery uranium project. * Frontier Nuclear and Minerals participated in the placement, maintaining its 9.92% stake. * Shareholders received attaching options exercisable at $0.16 until June 2029.
15. https://www.ans.org/news/2026-04-15/article-7940/senate-bill-looks-to-clarify-doe-authority-over-advanced-reactors/ - The Nuclear Energy Innovation and Deployment Act (NEIDA) was introduced in the Senate to codify Department of Energy actions aimed at accelerating nuclear reactor deployment. The legislation proposes clarifying DOE authority over privately funded demonstration projects and establishing a pathway for commercial reactors on federal lands. It directs the Nuclear Regulatory Commission to revise regulations that limit DOE oversight and creates a Nuclear Energy Launch Pad for private technology testing. Cosponsors argue the bill will remove regulatory barriers to ensure US leadership in global nuclear energy against competitors like China and Russia.
16. https://skillings.net/kazatomprom-2026-outlook-can-the-worlds-top-producer-solve-the-supply-gap/ - * Kazatomprom forecasts a 9% year-over-year increase in uranium production to 27,500–29,000 tonnes for 2026. * The company simultaneously reduced its nominal production capacity target by 10% to 29,697 tonnes. * Sulphuric acid shortages in Central Asia are identified as a primary constraint on extraction operations. * Sales guidance for 2026 is set at 50.7–53.3 million pounds, indicating a strategy to rebuild inventories. * The company prioritizes value over volume, potentially supporting higher spot prices despite increased output.
17. https://wattsupwiththat.com/2026/04/15/americas-nuclear-comeback-is-finally-here/ - * The US is shifting focus from managing nuclear waste to advancing fuel recycling and repurposing surplus plutonium for modern reactors. * Private sector innovation is driving this transition, contrasting with previous reliance on federal programs. * Energy Secretary Chris Wright is steering federal policy towards engineering realities and reliable baseload power. * The strategy aims to counter China's coal expansion and ensure energy independence for AI, manufacturing, and data centers. * Nuclear power is positioned as a critical tool for decarbonization and maintaining economic and geopolitical leadership.
18. https://skillings.net/kazatomprom-2026-outlook-can-the-worlds-top-producer-solve-the-supply-gap/ - * Kazatomprom JSC forecasts a 9% year-over-year increase in uranium production to 27,500–29,000 tonnes for 2026, despite slashing nominal capacity targets by 10% to 29,697 tonnes. * The company adopts a 'value over volume' strategy, prioritising inventory rebuilding and high-value contracts over spot market flooding due to operational bottlenecks. * A systemic shortage of sulphuric acid in Central Asia acts as a primary constraint on In-Situ Leaching operations, limiting the company's ability to expand output. * Geopolitical friction and logistics challenges, including reliance on the Trans-Caspian route, complicate exports to Western utilities, with significant portions of production potentially secured by Eastern buyers. * The strategic withholding of sales suggests a tightening global uranium supply, potentially supporting higher spot prices and shifting focus to North American projects.
19. https://bravenewcoin.com/insights/uranium-energy-rallies-as-fuel-cycle-tightness-lifts-u3o8-to-86 - * Uranium Energy Corporation (UEC) shares rose sharply, reaching $15.30, driven by a broader rally in uranium mining stocks and a spot uranium price increase to $86.00 per pound. * The company's specific milestone is the commencement of production at the Burke Hollow in-situ recovery operation in Texas, the first new US uranium mine in over a decade. * Market sentiment is supported by active fuel-cycle meetings in Monaco and fresh capital raising linked to physical uranium buying, indicating a tightening supply cycle. * Analysts note UEC's potential to expand into refining and converting uranium, which could diversify revenue streams and reduce reliance on raw material extraction. * Technical indicators show bullish momentum, with the stock trading above its 50-day and 200-day moving averages and positive MACD readings.
20. https://www.businesswire.com/news/home/20260415329336/en/X-energy-Announces-Launch-of-its-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 launch of its IPO roadshow in Rockville, Maryland.* * The company plans to offer 42,857,143 shares of Class A common stock at an expected price between $16.00 and $19.00 per share.* * J.P. Morgan, Morgan Stanley, Jefferies, and Moelis & Company are acting as lead joint book-running managers for the offering.* * X-energy's stock is expected to be listed under the ticker symbol XE on the Nasdaq Global Select Market.* * The company aims to redefine the nuclear energy industry through safer, more efficient, and lower-cost small modular reactor designs.
21. https://www.globenewswire.com/news-release/2026/04/15/3274940/0/en/Eagle-Nuclear-Energy-Provides-First-Quarter-2026-Corporate-Update.html - * Eagle Nuclear Energy announced a first quarter 2026 corporate update following its business combination with Spring Valley Acquisition Corp. II and commencement of Nasdaq trading under the ticker NUCL. * The company selected Harris Exploration Drilling & Associates Inc. to execute a 47-hole diamond drill program totaling 27,000 ft at its Aurora site in Oregon, scheduled to begin in July 2026. * Eagle aims to advance the Aurora deposit toward a Pre-Feasibility Study by the second half of 2027 to support an integrated nuclear energy platform combining domestic uranium resources with advanced Small Modular Reactor (SMR) technology. * The company secured engagement with SLR International Corporation for permitting efforts and joined the Uranium Producers of America to strengthen the domestic supply chain. * Eagle reported a cash balance of $31.3 million and no outstanding interest-bearing debt as of February 28, 2026.
22. https://www.marketbeat.com/instant-alerts/nuscale-power-nysesmr-stock-price-up-147-heres-why-2026-04-15/ - * NuScale Power shares increased 14.7% to $11.76, driven by sector-wide sentiment from UK financing and Rolls-Royce SMR contracts. * Positive momentum is supported by bullish narratives regarding AI and data-centre power demand, alongside short-covering flows. * The company reported a significant miss in Q2 earnings, with EPS of -$0.80 and revenue of $1.81 million against estimates. * Analyst ratings remain mixed, with recent downgrades from UBS and Citigroup offset by upgrades from Texas Capital and Bank of America. * Insider selling activity is notable, with CEO John Lawrence Hopkins and other directors reducing their stakes in early March.
23. https://www.jdsupra.com/legalnews/governor-sherrill-signs-bill-7498295/ - Governor Mikie Sherrill signed Senate Bill No. 3870/Assembly Bill No. 4528 on April 8, 2026, amending the Coastal Area Facility Review Act (CAFRA) to allow new nuclear permits. The legislation removes the requirement for a federal permanent radioactive waste repository, which had acted as a de facto moratorium since the 1980s. The law aligns with Executive Order No. 2, establishing a Nuclear Task Force to evaluate advanced nuclear technologies. Existing providers PSEG Nuclear and Holtec International supported the measure, which passed without opposition.
24. https://www.thesandpaper.net/articles/n-j-nuclear-ban-reversal-sparks-grid-shakeup/ - * Governor Mikie Sherrill signed legislation ending a four-decade permitting barrier for new nuclear plants in New Jersey on April 8. * The measure allows the state to use on-site waste storage compliant with Nuclear Regulatory Commission standards, removing a previous legal roadblock. * Holtec International presented a plan to build four SMR-300 reactors at the former Oyster Creek site, aiming to generate over 1350 MW of clean electricity. * A state nuclear task force has been established to prioritize financing, supply chains, workforce development, and regulatory overhaul. * The initiative aligns with national efforts led by President Trump and Senator Cynthia Lummis to expand next-generation nuclear energy.
25. https://www.indiasnews.net/news/278985905/big-ticket-announcements-in-coming-months-foreign-affairs-expert-on-pm-modi-trump-talks - * Foreign affairs expert Robinder Sachdev suggests the next phase of India-US relations will pivot toward nuclear energy following a high-stakes telephonic conversation between Prime Minister Narendra Modi and US President Donald Trump. * Sachdev identifies small modular reactors (SMRs) as a primary focus of upcoming energy talks, noting that India's recent amendment of the nuclear liability laws via the Shanti Bill has cleared the path for large-scale implementation. * The expert highlights India's strategic assets, including holding 30% of the world's thorium and attaining criticality in its fast-breeder program, as key factors for future industrialisation and energy security. * Momentum for deeper cooperation is expected to build when US Secretary of State Marco Rubio visits India next month, potentially catalysing Quad Summit progress and moving beyond transactional deals to defence and maritime cooperation.
26. https://www.thesandpaper.net/articles/n-j-nuclear-ban-reversal-sparks-grid-shakeup/ - * Governor Mikie Sherrill signed legislation lifting a four-decade permitting barrier on new nuclear plants in New Jersey, aiming to lower energy costs and boost supply. * The measure allows the state to use on-site waste storage compliant with the Nuclear Regulatory Commission, removing a previous legal roadblock for new permits. * Holtec International proposed a plan to build four SMR-300 reactors at the former Oyster Creek site, creating a nuclear-solar hybrid system to generate over 1350 MW of clean electricity. * A state nuclear task force was established to prioritize financing, workforce development, and regulatory overhaul to support the transition to advanced nuclear power. * Federal support is highlighted through the Strengthening American Nuclear Energy Act of 2026, which aims to cement pro-nuclear executive orders into law.
27. https://www.cbsnews.com/news/iran-war-strait-of-hormuz-us-blockade-sanctioned-ships-tankers-transit/ - * Iran's state media reported that a crude oil tanker and a bulk carrier transited the Strait of Hormuz after the U.S. announced a full blockade of Iranian ports. * U.S. Central Command stated the blockade was fully implemented, claiming to have halted 90% of Iran's sea trade within 36 hours while maintaining freedom of navigation for non-Iranian vessels. * Ship tracking data from MarineTraffic.com showed multiple sanctioned and non-sanctioned tankers, including the Alicia, Christianna, and Elpis, moving through the strait or near Iranian coastal waters. * Some vessels turned off their transponders or altered courses, raising questions about the effectiveness of the blockade and the possibility of spoofing location data. * The situation involves significant geopolitical risks to global energy supply chains as the Strait of Hormuz remains a critical chokepoint for oil exports.
28. https://carboncredits.com/u-s-uranium-mining-returns-uec-launches-first-new-mine-in-a-decade/ - * Uranium Energy Corporation (UEC) commenced production at the Burke Hollow project in South Texas in April 2026, marking the first new uranium mine opening in the United States in over ten years. * The mine utilizes in-situ recovery (ISR) technology and feeds uranium to UEC's Hobson Central Processing Plant, contributing to a total licensed U.S. production capacity of approximately 12 million pounds per year. * UEC employs an unhedged sales strategy, recently generating over $20 million in revenue from uranium sales at prices 25% above average market rates, driven by rising global nuclear energy demand and supply constraints. * The project addresses U.S. energy security concerns by reducing reliance on imports, which currently account for about 95% of the country's uranium needs, aligning with federal efforts to rebuild domestic nuclear fuel capabilities.
29. https://carboncredits.com/u-s-uranium-mining-returns-uec-launches-first-new-mine-in-a-decade/ - * Uranium Energy Corporation started production at the Burke Hollow project in South Texas in April 2026, marking the first new U.S. uranium mine in over ten years. * The mine utilizes in-situ recovery (ISR) technology, reducing environmental impact compared to conventional mining methods. * UEC's unhedged strategy has generated significant revenue as uranium prices rise, supported by global nuclear energy demand and supply constraints. * The project addresses U.S. energy security by reducing reliance on imports, which currently account for 95% of domestic uranium needs. * The launch aligns with government incentives and international projections for doubling global nuclear capacity by 2050 to meet decarbonization goals.
30. https://www.cityam.com/britains-energy-future-is-bright-but-we-still-need-ed-drilliband/ - * Energy Secretary Ed Miliband supports net zero ambitions despite concerns over current high electricity prices and industrial decline. * New nuclear capacity at Hinkley Point C, Sizewell C, and Rolls-Royce's SMR programme, alongside the Dogger Bank offshore wind farm, will significantly boost UK generation by the 2030s. * Critics argue that delaying oil and gas drilling licences exacerbates immediate affordability issues without guaranteeing price reductions for households. * A survey indicates rising energy costs are the primary trigger for business failures, surpassing AI and regulation concerns. * The article suggests adopting a strategy similar to Canada and Norway, where traditional energy taxes fund infrastructure rather than restricting domestic production.
31. https://www.prnewswire.com/news-releases/americas-largest-conventional-uranium-deposit-just-broke-ground-on-a-production-roadmap-302743294.html - * Eagle Nuclear Energy Corp. announced a 47-hole diamond drill program totaling 27,000 feet at its Aurora Project in southeastern Oregon, scheduled to commence in July 2026. * The project targets a Pre-Feasibility Study by the second half of 2027 and holds 32.75 million pounds of indicated uranium resources. * The company filed permit applications with the Bureau of Land Management and Oregon's Department of Geology and Mineral Industries and retained Harris Exploration Drilling & Associates for the program. * Eagle reported $31.3 million in cash and zero debt as of February 28, 2026, following its business combination with Spring Valley Acquisition Corp. II and Nasdaq listing in February 2026.
32. https://ccemagazine.com/news/rolls-royces-smr-breakthrough-signals-turning-point-for-uk-energy-security/ - The UK government has backed Rolls-Royce with a two-stage contract to advance the deployment of small modular reactors (SMRs) via Great British Energy Nuclear. The agreement provides certainty for site-specific design work and early procurement at the Wylfa site on Anglesey. This move aims to combine energy security with regional economic regeneration and create thousands of high-skilled jobs. The deal signals a strategic shift towards domestic industrial champions and addresses the need for stable baseload power to complement intermittent renewables.
33. https://solarquarter.com/2026/04/15/malaysia-accelerates-energy-transition-with-solar-expansion-and-future-nuclear-plans/ - Malaysia is reshaping its energy sector by reducing coal reliance and expanding solar capacity to over 6.5 gigawatts between 2026 and 2029. The government has included nuclear energy in its 13th development plan to ensure grid stability and long-term energy security. Updated atomic energy laws are being implemented to regulate nuclear materials and facilities. Tenaga Nasional is expected to act as a key buyer and developer in this transition. A final decision on building nuclear plants is anticipated after 2030.
34. https://www.zerohedge.com/energy/rolls-royce-470-megawatt-nuclear-reactors-power-3-million-uk-homes-60-years - * The UK government approved the development of three Small Modular Reactors (SMRs) at the Wylfa site on Anglesey, North Wales, on April 13. * The project, a partnership between Rolls-Royce SMR and Great British Energy – Nuclear, aims to provide low-carbon baseload power for approximately 3 million homes for over 60 years. * A £2.5 billion partnership and a £599 million commitment from the National Wealth Fund will support the engineering and rollout, creating an estimated 8,000 new jobs. * The first 'Made in Britain' SMRs are expected to begin feeding the National Grid in the 2030s, marking a critical milestone for the UK's nuclear energy strategy.
35. https://physicsworld.com/a/indias-first-fast-breeder-nuclear-reactor-achieves-criticality/ - India's 500 MW prototype fast-breeder reactor (PFBR) at Kalpakkam achieved criticality on 6 April, marking a milestone for the nation's nuclear programme. The Department of Atomic Energy aims to expand nuclear capacity to 100 GW by mid-century, with the PFBR serving as a forerunner for a fleet of six similar reactors. A parliamentary panel previously warned that current expansion falls short of targets and called for a ring-fenced funding mechanism. The reactor uses uranium-plutonium mixed oxide fuel and is part of a three-stage strategy involving thorium reserves.
36. https://solarquarter.com/2026/04/15/malaysia-accelerates-energy-transition-with-solar-expansion-and-future-nuclear-plans/ - Malaysia is reshaping its energy sector by reducing coal reliance and expanding solar capacity to over 6.5 gigawatts between 2026 and 2029. The government has included nuclear energy in its 13th development plan to ensure grid stability and meet 70% renewable energy targets by 2050. Early preparations for nuclear projects have begun, with updated laws ensuring safety standards, though a final decision is expected after 2030. Tenaga Nasional is expected to act as a key buyer and developer in this transition.
37. https://www.leaprate.com/forex/institutional/icap-launches-nuclear-fuels-desk-amid-rising-demand/ - TP ICAP Group has launched a new global Nuclear Fuels brokerage desk to facilitate transactions across the full nuclear fuel cycle. The desk aims to improve liquidity and price discovery in a historically opaque market. Co-led by Emily Fink Russo and John Perdew, the move responds to growing demand for low-carbon power driven by energy security and decarbonisation policies. The launch reflects broader structural changes in global energy markets, including the need to balance intermittent renewable generation.
38. https://3dnews.ru/1139984/rollsroyce-razrabotaet-malie-modulnie-yadernie-reaktori-dlya-velikobritanii - * The UK government signed a contract with Rolls-Royce to begin design work on small modular reactors (SMRs) via Great British Energy – Nuclear (GBE-N). * Funding of £2.6 billion was allocated from the 2025 budget, alongside a £599 million credit from the National Wealth Fund, to support the project. * The first SMR project will be built at the Wylfa site on Anglesey, featuring three blocks with a total capacity of at least 1.4 GW expected to power 3 million homes. * Rolls-Royce SMR plans to start operations at the site in the mid-2030s, with the technology aiming to enhance energy security and support AI data centre demands. * The reactor design will be a standardised version of pressurised water reactors, featuring the removal of boric acid from the primary circuit to reduce chemical load.
39. https://3dnews.ru/1139984/rollsroyce-razrabotaet-malie-modulnie-yadernie-reaktori-dlya-velikobritanii - * Great British Energy selected Rolls-Royce as the preferred supplier for small modular reactor (SMR) projects in the UK. * A £2.6 billion budget allocation and a £599 million credit from the National Wealth Fund will support the initiative. * The first project is planned for the Wylfa site on Anglesey, aiming to install three blocks with a total capacity of at least 1.4 GW. * Construction is expected to begin in the mid-2030s to support energy security and demand from electric vehicles and data centres. * Rolls-Royce SMR will utilise standardised designs and will not use military-derived technologies for civilian applications.
40. https://www.prnewswire.com/news-releases/first-american-nuclear-announces-key-executive-appointments-as-company-expands-leadership-team-302743108.html - * First American Nuclear announced the appointment of Patrick Schweiger as Chief Technology Officer, George Malone as Chief Nuclear Program Officer, and Rafael Paz as Chief Financial Officer on April 15, 2026. * The new leadership team brings extensive experience in advanced reactor development, nuclear operations, and capital markets, including previous roles at TerraPower, Oklo, NuScale Power, and the US Nuclear Regulatory Commission. * The company is developing the EAGL-1 fast-spectrum small modular reactor (SMR), a lead-bismuth cooled design featuring a closed-fuel cycle to eliminate 95% of long-lasting nuclear waste. * These appointments expand the executive team as the company advances the development of next-generation nuclear energy systems in Indianapolis.
41. https://www.prnewswire.com/news-releases/first-american-nuclear-submits-regulatory-engagement-plan-for-fast-spectrum-small-modular-reactor-smr-302743110.html - * First American Nuclear (FANCO) submitted a regulatory engagement plan for its EAGL-1 small modular reactor to the US Nuclear Regulatory Commission (NRC) on April 15, 2026, initiating pre-application discussions in Indianapolis. * The EAGL-1 design is a liquid metal fast reactor cooled by lead-bismuth, engineered to be licensable under existing NRC regulations without requiring new rules. * FANCO introduced a proprietary Bridge Power™ solution allowing customers to generate immediate gas-fueled power while the nuclear reactor undergoes licensing, providing early revenue and financing support. * The company has partnered with AtkinsRéalis as the primary architect-engineer and Purdue University for testing support, utilizing Department of Energy grants for development.
42. https://www.eenews.net/articles/lee-bill-would-give-doe-broad-authority-over-nuclear-test-reactors/ - Senate Energy and Natural Resources Chair Mike Lee introduced the Nuclear Energy Innovation and Deployment Act (NEIDA) to grant the Department of Energy broader authority over experimental nuclear reactors. The legislation aims to reduce the Nuclear Regulatory Commission's role in overseeing these test reactors to accelerate commercialization. Co-sponsored by Sen. Dave McCormick, the bill seeks to remove regulatory barriers and align US nuclear development with international progress. Idaho National Laboratory director John Wagner highlighted a statutory gap in current oversight for federally funded next-generation reactors.
43. https://stockhead.com.au/stockhead-tv/whos-who-with-aeu-a-uranium-story-gaining-critical-mass-in-zambia/ - * Stockhead TV host Tylah Tully discusses Atomic Eagle's uranium project in Zambia on the 'Who's Who' program. * The company reports a JORC resource of 58.8Mlbs U3O8, a 24% increase following its maiden drilling program. * A completed feasibility study outlines a development pathway involving open-pit mining and heap leach processing. * Atomic Eagle plans to commence a major drilling campaign, described as the largest in 18 years, to target further resource growth. * The company is noted as being fully funded at the time of the report.
44. https://www.eastmidlandsbusinesslink.co.uk/mag/featured/rolls-royce-advances-uk-smr-plans/ - Rolls-Royce SMR has signed a contract with Great British Energy – Nuclear to commence technology design work for the UK's first small modular reactors. The National Wealth Fund has committed up to £599 million to support the programme, aiming to attract private investment and boost export potential. The agreement enables the delivery of the first three units, with plans for up to six further units in Czechia. The project is expected to create around 3,000 jobs during peak construction and generate at least 1.4 gigawatts of electricity.
45. https://www.eastmidlandsbusinesslink.co.uk/mag/featured/rolls-royce-advances-uk-smr-plans/ - * Rolls-Royce SMR has signed a contract with Great British Energy – Nuclear to commence technology design for the UK's first small modular reactors under the Government's Clean Energy Mission. * The National Wealth Fund has committed up to £599 million to support the SMR programme, aiming to attract private investment and boost export potential. * The agreement enables the delivery of the first three units, with plans for up to six further units in Czechia, positioning Rolls-Royce SMR as the only company with multiple commitments in Europe. * The project is expected to create around 3,000 jobs during peak construction and generate at least 1.4 gigawatts of electricity to power approximately three million homes for over 60 years.
46. https://tass.com/politics/2117155 - * Russian Foreign Minister Sergey Lavrov stated that Russia and China possess the necessary capabilities to avoid dependence on US ventures undermining global energy markets. * Lavrov attributed the aggressive US-Israeli approach in the conflict against Iran to US goals of influencing oil markets. * The comments were made following an official visit by Lavrov to China. * The ministers highlighted the use of existing, reserve, and planned capacities to ensure energy independence. * The discussion focused on the role of nuclear power and energy systems within broader energy transition frameworks and decarbonization goals.
47. https://ladiaria.com.uy/mundo/articulo/2026/4/el-estrecho-de-ormuz-y-la-fragilidad-del-sistema-energetico-global/ - The article discusses the geopolitical risks impacting nuclear fuel supply chains, including sanctions on uranium producing countries, export restrictions, political instability in key uranium exporting regions such as Kazakhstan, Niger, Australia, Canada, diplomacy affecting international nuclear fuel agreements, and strategic stockpiling or trade negotiations that influence global uranium availability and pricing.
48. https://www.koreatimes.co.kr/business/companies/20260415/khnp-chief-visits-czech-republic-to-advance-dukovany-nuclear-project?utm_source=rss - Kim Hoe-chun, president of Korea Hydro & Nuclear Power (KHNP), visited the Czech Republic to inspect the Dukovany nuclear power project and reinforce cooperation with local stakeholders. The project involves the construction of two 1,000-megawatt APR1000 reactors following a contract signing in June 2025. Kim met with Czech government officials, including Transport Minister Ivan Bednarik and Industry and Trade Minister Karel Havlicek, to discuss infrastructure development and policy directions. Discussions also covered licensing, safety standards, and regional cooperation with the Vysocina and South Moravian regions.
49. https://hudsonvalley.news12.com/exclusive-energy-secretary-chris-wright-discusses-the-future-of-tri-state-power-gas-prices-and-the-ai-wchv - * U.S. Energy Secretary Chris Wright addressed energy security strategies in an interview at a natural gas processing facility in Brooklyn. * Wright discussed the role of nuclear power in New York and New Jersey, noting the ongoing debate over the decommissioning of the Indian Point facility five years after its closure. * The interview covered the impact of artificial intelligence data centers on rising power demand and potential gaps left by stalled offshore wind projects on Long Island. * Wright outlined plans to alleviate high gas prices through a coordinated reserve of 400 million barrels and changes to refining regulations. * Topics included government incentives for low-carbon generation and the integration of nuclear power within broader energy transition frameworks.
50. https://stockhead.com.au/news/lunch-wrap-asx-settles-as-oil-drops-virgin-lifts-despite-fuel-pain/ - Boss Energy reduced its full-year 2026 production guidance for the Honeymoon uranium project to 1.40-1.45 million pounds of U3O8, down from 1.6 million pounds. The company dropped its target following operational adjustments at the site. This development occurred on Wednesday in Sydney, impacting the Australian uranium sector. Boss Energy shares fell over 12% in response to the revised outlook.
51. https://www.insidermonkey.com/blog/10-best-ai-pick-and-shovel-stocks-to-buy-1737613/ - * PG&E Corporation received approval from the US Nuclear Regulatory Commission for a 20-year license renewal for the Diablo Canyon Power Plant on April 2, 2026. * JPMorgan raised its price target on PG&E to $24 and maintained an Overweight rating, while Jefferies downgraded the stock to Hold citing uncertainty over wildfire liability reform. * BWX Technologies notified the US Nuclear Regulatory Commission of its plan to apply for a uranium enrichment license for a new facility in Erwin, Tennessee, expected in the first quarter of 2027. * BofA raised its price target on BWX Technologies to $250, citing exposure to naval, defense, and commercial nuclear markets. * The article identifies nuclear energy stocks as key 'pick-and-shovel' plays for AI infrastructure due to power generation needs.
52. https://wattsupwiththat.com/2026/04/14/mike-lee-takes-on-valley-of-death-plaguing-nuclear-energy-developers/ - Republican Senator Mike Lee introduced the Nuclear Energy Innovation and Deployment Act (NEIDA) to modernize Department of Energy authority and accelerate nuclear power commercialization. The bill aims to address the 'valley of death' between demonstration and deployment caused by complex regulations and financing risks. Cosponsored by Senator Dave McCormick, the legislation seeks to create a clear pathway for commercial reactors on federal land and modify Nuclear Regulatory Commission regulations. Industry leaders from Deep Fission, Valar Atomics, Oklo, Aalo Atomics, and Terrestrial Energy support the measure to help the US compete with China and Russia in nuclear production.
53. https://tass.com/economy/2117007 - * Rosatom CEO Alexey Likhachev stated the company is prepared to review parameters and pricing for the Paks-2 nuclear power station with Hungary's new government. * Likhachev emphasised that the project is in the interests of the Hungarian people and will provide over 70% of the country's stable nuclear electricity. * Ukraine resumed shelling the Zaporozhye nuclear power station after the Easter truce, causing a blackout and marking the 14th incident at the plant. * A new multinational IAEA inspection mission departed Moscow to visit the Zaporozhye station, comprising representatives from Nigeria, Romania, South Africa, and Armenia. * Rosatom confirmed that 20 employees remain at the Bushehr station in Iran to ensure safety and combat readiness while awaiting the return of construction teams.
54. https://www.eenews.net/articles/blm-advances-contentious-south-dakota-uranium-mine/ - * The Bureau of Land Management is preparing an environmental assessment for the Dewey-Burdock uranium mining project in South Dakota. * EnCore Energy, a Texas-based company, proposes using in-situ leach mining techniques on approximately 240 public acres near Dewey. * The project faces opposition from the Oglala Sioux Tribe and environmental groups regarding potential environmental impacts. * The Trump administration has accelerated the permitting process by including the mine in the FAST-41 process after designating uranium as a critical mineral. * The Nuclear Regulatory Commission previously issued a supplementary environmental impact statement and license for the project in 2014.
55. https://www.powermag.com/electron-beam-welding-unlocking-a-new-era-for-heavy-section-nuclear-components/ - EPRI, the University of Sheffield AMRC, and others have matured electron beam welding (EBW) technology for nuclear heavy-section components, reducing welding times from weeks to hours. Slope-out welding and new modular vacuum systems have overcome historical technical barriers, enabling defect-free circumferential welds. A first-of-a-kind modular EBW system is being commissioned at BWXT in Ohio for use starting in 2026 to weld reactor pressure vessel shell rings. Kairos Power demonstrated EBW in 2025 for its non-nuclear Engineering Test Unit 3.0 reactor vessel. The technology supports factory-style manufacturing for small modular reactors and advanced reactor designs.
56. https://www.ad-hoc-news.de/boerse/news/ueberblick/southern-company-stock-us8425871071-why-does-its-clean-energy-pivot/69151175 - * Southern Company is increasing investments in solar, wind, and nuclear power to align with decarbonization goals and federal incentives like the Inflation Reduction Act. * The utility operates in the U.S. Southeast, serving 9 million customers through subsidiaries including Georgia Power, Alabama Power, and Mississippi Power. * Nuclear remains central to the strategy, with Vogtle Unit 4 now online and exploration of small modular reactors (SMRs) for future scalability. * The company balances legacy assets with clean energy expansion to ensure reliability while addressing environmental mandates and rising demand from data centers and EVs. * Investors view the stock as a defensive growth opportunity due to its regulated business model, dividend history, and exposure to the energy transition.
57. https://taz.de/Wahlprogramm-von-Peter-Magyar-Weg-von-russischer-Energie-hin-zum-Klimaschutz/!6170994/ - * Designated Prime Minister Péter Magyar announced plans to fully end Hungary's energy dependence on Russia by 2035. * The Tisza party programme aims to double the share of renewable energy in domestic electricity supply to 60% by 2040. * Plans include lifting the ban on new wind power installations and state subsidies for private solar systems. * Magyar intends to renegotiate contracts for the Paks II nuclear project, citing excessive costs and Russian dependency. * The programme also targets improved air quality and water management, alongside a new environmental ministry.
58. https://www.ad-hoc-news.de/boerse/news/ueberblick/public-service-ent-stock-us7445731067-why-does-its-regulated-utility/69151999 - Public Service Enterprise Group (PSEG) operates a dual business model combining regulated utility services in New Jersey with competitive power generation including nuclear assets. The company aligns with clean energy mandates through carbon-free baseload power from nuclear plants like Salem and Hope Creek while expanding renewables. Analysts view the stock favorably for its defensive profile, robust rate case outcomes, and alignment with federal incentives such as the Inflation Reduction Act. Strategic priorities include grid modernization, nuclear life extensions, and offshore wind partnerships to support decarbonization goals.
59. https://www.adomonline.com/russia-in-niger-between-promises-and-murky-dealings/ - In December 2025, Niger signed a memorandum of understanding with Rosatom for the development of new mining sites. This agreement follows the junta's revocation of operating licences for Orano in 2024, ending fifty years of nuclear cooperation. The deal reportedly involves the transfer of approximately 1,000 tonnes of uranium yellowcake stockpiled at the Arlit mine. Analysts suggest this uranium affair serves as a quid pro quo for the security cooperation provided by Russia's Africa Corps.
60. https://skillings.net/vanguard-mining-secures-strategic-foothold-in-athabasca-basin-with-quark-uranium-acquisition/ - Vanguard Mining Corp. entered a share exchange agreement to acquire 100% of Quark Uranium Ltd. for approximately C$1.4 million. The deal grants Vanguard a 28,746-hectare land package in the western Athabasca Basin, Saskatchewan. The transaction includes an equity component of 8 million Vanguard shares and a cash payment of C$200,000. Vanguard plans to commence systematic exploration using airborne geophysical surveys to identify drill-ready anomalies for the 2026 winter drilling season.
61. https://impakter.com/new-uk-tariffs-on-steel-threatens-the-industry/ - * Rolls-Royce has secured nearly £600 million in funding from the UK government to advance its small modular reactor (SMR) program. * The investment aims to accelerate the development of reactors that are smaller, modular, and theoretically faster and cheaper to deploy than traditional nuclear plants. * The UK is using public funding to incubate a domestic nuclear technology industry with Rolls-Royce at its center. * Analysts note that while SMRs are predicted to save money due to modularity, there is currently insufficient empirical evidence to prove they are economically better than existing technologies. * The first models are expected to be quite costly despite predictions of future cost advantages from mass deployment.
62. https://www.pbctoday.co.uk/news/energy-news/rolls-royce-lands-milestone-small-modular-reactor-contract-gb-energy/160963/ - * Rolls-Royce has been appointed by Great British Energy to deliver the first small modular reactors (SMRs) in the UK. * The contract allocates £2.6bn to construct three reactors at the Wylfa site on the Anglesey coast in North Wales. * The project is expected to create 3,000 high-skilled jobs and generate approximately 1.4 GW of low-carbon energy. * Delivery will occur in two stages, beginning with site-specific design activities and equipment sourcing. * Industry bodies welcome the contract as a milestone for energy security and economic growth, emphasising the need for sustained delivery focus.
63. https://www.zawya.com/en/business/energy/mammoet-ulc-energy-sign-nuclear-cooperation-agreement-bqbxvt2x - * Mammoet and ULC-Energy have entered a strategic partnership to streamline the construction of nuclear power facilities in the Netherlands. * The agreement aims to utilise modular construction techniques to reduce build times for Small Modular Reactors (SMRs) being developed by ULC-Energy. * The partnership aligns with the Dutch government's climate strategy to deliver clean, reliable, and affordable energy through nuclear power. * Executives from both organisations highlighted the role of nuclear in future low-carbon energy systems and the benefits for the Dutch supply chain.
64. https://www.express.co.uk/news/uk/2193976/nuclear-plan-rolls-royce - * Rolls-Royce has received a £600 million loan from the National Wealth Fund to develop the UK's first small modular reactors (SMRs). * The project involves building three SMRs at the Wylfa site on Anglesey, expected to create approximately 1,000 jobs. * Construction is scheduled to begin in the early 2030s, with completion targeted for the mid-2030s. * The reactors will have a combined capacity of 1.4 gigawatts, sufficient to power three million homes for over 60 years. * Great British Energy - Nuclear (GBEN) will provide the funding to support design work and planning applications for the facility.
65. https://www.propertyweek.com/news/national-wealth-fund-to-provide-almost-600m-for-delivery-of-uks-first-smrs - * The UK National Wealth Fund has allocated £599m to support Rolls-Royce's development of the country's first small modular reactors (SMRs) at the Wylfa site in Anglesey, Wales. * State-owned Great British Energy-Nuclear acquired the site from Hitachi in 2024 following the abandonment of a previous project by the Japanese conglomerate. * The three-unit project is expected to generate at least 1.4GWe, providing electricity for approximately three million homes for over 60 years. * Government officials describe the investment as a major milestone for energy security and a key step in building homegrown nuclear technology. * Rolls-Royce SMR chief executive Chris Cholerton highlighted the factory-built approach as a method to improve cost and schedule certainty.
66. https://constructiondigital.com/news/rolls-royce-great-british-energy-new-approach - * Great British Energy and Rolls-Royce SMR have formalised a contract to deliver three small modular reactor units in the UK. * The project is backed by US$3.3bn in public funding and an additional US$760m from the National Wealth Fund. * The agreement aims to create 3,000 construction jobs and establish new industrial delivery frameworks. * The programme utilises factory-built components and standardised assembly processes to address historical delays and cost overruns in nuclear construction. * The contract unlocks site-specific design work and regulatory engagement ahead of a future Final Investment Decision.
67. https://www.ibtimes.com.au/oklo-stock-surges-8-nuclear-startup-rides-ai-power-boom-regulatory-wins-1866561 - Oklo Inc shares rose over 8% driven by surging electricity demand from artificial intelligence data centres and fresh regulatory progress on its small modular reactor technology. A landmark agreement with Meta Platforms calls for a 1.2-gigawatt nuclear energy campus in southern Ohio to support AI data centres, with the first phase eyed for 2030. The company secured key approvals from the Department of Energy and Nuclear Regulatory Commission for its Aurora project and Groves Isotopes Test Reactor. Oklo maintains a strong balance sheet with approximately $1.4 billion in cash and marketable securities as it advances its fast-fission reactor pipeline.
68. https://www.ad-hoc-news.de/boerse/news/ueberblick/hokuriku-electric-power-stock-jp3833400006-why-regional-energy/69146689 - * Hokuriku Electric Power operates in central Japan, supplying over 2 million customers with a mix of hydro, thermal, and nuclear assets. * The company is pursuing nuclear restarts at the Shika facility to improve capacity factors and support Japan's carbon neutrality targets by 2050. * Analysts from Nomura and Mitsubishi UFJ highlight nuclear restart potential as a key catalyst, though regulatory hurdles and seismic risks remain. * The utility maintains a conservative dividend policy with payout ratios of 30-40% and a strong balance sheet to fund infrastructure maintenance and growth. * Strategic initiatives include battery storage pilots, grid modernization, and hydrogen trials to enhance energy security and reduce reliance on imported fuels.
69. https://www.worldpoliticsreview.com/japan-electric-power-supply-shortage-lng/ - * Japan may face an electric power shortage if the war in the Middle East is prolonged, driven by increased air conditioning demand and disrupted LNG supplies from Qatar and the UAE. * LNG from the Middle East currently provides about 3.5 percent of Japan's electric power, according to an analysis by the Institute of Energy Economics. * Prime Minister Takaichi Sanae, who previously vowed to achieve 100 percent energy self-sufficiency largely through nuclear power, is reportedly looking at speeding up the nuclear energy timeline in response to the energy shock. * Experts suggest the conflict may shift public opinion toward a greater embrace of nuclear power to reduce dependence on imported fossil fuels.
70. https://www.express.co.uk/news/uk/2193976/nuclear-plan-rolls-royce - * Rolls-Royce has received a £600 million loan from the National Wealth Fund to develop the UK's first small modular reactors (SMRs). * The project, supported by Great British Energy - Nuclear (GBEN), will create approximately 1,000 jobs and involves constructing three reactors at the Wylfa site on Anglesey. * Construction is scheduled to begin in the early 2030s, with completion expected by the mid-2030s, aiming to provide low-carbon electricity for three million homes. * Government officials, including Chancellor Rachel Reeves and Energy Secretary Ed Miliband, highlighted the investment as a milestone for energy security and homegrown nuclear technology.
71. https://www.niauk.org/nias-response-to-the-british-irish-parliamentary-assemblys-inquiry-into-the-role-of-nuclear-power-generation-in-long-term-energy-security/ - * The Nuclear Industry Association responded to the British-Irish Parliamentary Assembly's inquiry regarding nuclear power's role in long-term energy security. * The NIA highlighted that the UK and Republic of Ireland face high electricity prices and reliance on volatile international gas and oil markets. * While both nations are expanding renewables, the NIA advocates for the UK and Scottish Government to deploy nuclear power to ensure clean, domestic baseload electricity. * The association aims to support the achievement of Net Zero by 2050 while maintaining energy security and economic growth.
72. https://www.ibanet.org/Climate-crisis-war-in-Middle-East-highlights-urgency-of-fossil-fuel-phase-out - UN Secretary-General António Guterres and UNFCCC Executive Secretary Simon Stiell link the Middle East war to the need for accelerated decarbonisation and energy security. Forty-five countries have signed up to a coalition meeting in Santa Marta, Colombia, to advance the Belém Declaration on transitioning away from fossil fuels. Experts highlight nuclear power as a key solution alongside renewables, noting its role in energy independence and decarbonisation. Australia is cited as an example of rapid government investment in decarbonisation, leading to lower electricity prices and increased distributed energy.
73. https://www.propertyweek.com/news/national-wealth-fund-to-provide-almost-600m-for-delivery-of-uks-first-smrs - * The National Wealth Fund has allocated £599m to support Rolls-Royce's development of the UK's first small modular reactors (SMRs) at the Wylfa site in Anglesey, Wales. * State-owned Great British Energy-Nuclear acquired the site from Hitachi in 2024 following the abandonment of a previous project. * The three-unit project is expected to generate at least 1.4GWe, supplying electricity for approximately three million homes for over 60 years. * Government officials state the investment aims to strengthen energy security, create skilled jobs, and advance homegrown nuclear technology. * SMRs utilise modular, factory-built components to shorten construction timelines and reduce costs compared to traditional large reactors.
74. https://www.lowyinstitute.org/the-interpreter/oil-shock-nuclear-surge-asia - * The Lowy Institute reports that Asian nations, including the Philippines, Indonesia, Vietnam, and Singapore, are advancing nuclear strategies to reduce reliance on vulnerable fossil fuel imports and ensure energy security. * Vietnam and Russia have agreed to develop the Ninh Thuan 1 Nuclear Power Plant, while China aims to become the world's largest nuclear producer by 2030 with 110 gigawatts of capacity. * Japan is restarting reactors under Prime Minister Sanae Takaichi, and the World Bank and Asian Development Bank have lifted or updated bans to fund nuclear projects. * Small modular reactors (SMRs) are being considered for their suitability in developing grids and for data centre power needs, though regulatory capacity and high costs remain significant challenges.
75. https://climatechangedispatch.com/eu-president-iran-conflict-decarbonization-transition/ - * European Union President Ursula von der Leyen stated that the US-Iran conflict and the closure of the Strait of Hormuz confirmed the necessity of Europe's decarbonization plans. * Von der Leyen highlighted that Europe currently relies on electricity from renewables and nuclear power to ensure independence, predictability, and energy security. * She urged the scaling up of homegrown, affordable, and reliable energy sources, specifically citing the need to shift generation to renewables and nuclear while electrifying the economy. * The article notes that Europe's hostility to domestic fossil fuel production has left it dependent on foreign sources, with recent warnings of potential battery and fuel cell dependence on China. * Airports Council International Europe warned that an extended Strait of Hormuz closure could lead to jet fuel shortages due to Europe's lack of refinery capacity.
76. https://www.powerinfotoday.com/nuclear-energy/nuclear-expansion-gains-traction-across-three-us-states/ - Governor Mikie Sherrill of New Jersey approved legislation removing a permitting constraint that acted as a nuclear moratorium and formed a Nuclear Task Force to support advanced reactor deployment. Kentucky Governor Andy Beshear signed laws creating a Nuclear Energy Development Authority and a site readiness pilot program to support NRC applications. Texas opened applications for USD350 million in funding through the Texas Advanced Nuclear Development Fund for construction and design activities.
77. https://www.theregister.com/2026/04/14/rolls_royce_smr_design/ - * The British government has signed a contract with Rolls-Royce SMR to commence technology design work for the country's first small modular reactors (SMRs). * Great British Energy – Nuclear (GBE-N) will oversee the project, which includes site-specific design and regulatory engagement at the Wylfa site in Wales. * Funding of £2.6 billion was allocated in the 2025 Spending Review, with Rolls-Royce SMR having access to a £599 million loan facility from the National Wealth Fund. * The three initial units are expected to be operational by the mid-2030s, generating at least 1.4 GW of electricity. * Energy Secretary Ed Miliband described the agreement as a major milestone for Britain's energy security and job creation.
78. https://www.computerra.ru/341776/rolls-royce-postroit-yadernye-reaktory-moshhnostyu-470-megavatt/ - * The UK government has approved the construction of three Rolls-Royce Small Modular Reactors (SMR) at the former Wilfa nuclear site. * The project is a partnership between Rolls-Royce and Great British Energy, with funding of £599 million from the National Wealth Fund. * Each reactor has an electrical output of 470 MW and is designed for a 60-year operational life without refuelling. * The three units are expected to supply power to approximately 3 million households, with initial electricity delivery targeted for the 2030s. * The project highlights a modular design where 90% of components are manufactured off-site to reduce construction time and local disruption.
79. https://www.eenews.net/articles/no-such-thing-as-absolute-safety-japan-embraces-nuclear-post-fukushima/ - Japan is rapidly restarting nuclear power plants, with the 16th reactor set to open this week at Kashiwazaki-Kariwa, driven by rising electricity demand and geopolitical threats to natural gas supplies. Prime Minister Sanae Takaichi aims to double nuclear production by 2040, though public support remains low at 37%. The restarts are influenced by the Ukraine and Iran wars, which have disrupted LNG imports and increased energy costs. Tokyo Electric Power Co. (Tepco) is overseeing the restarts, citing lessons learned from the 2011 Fukushima disaster and the need for energy independence.
80. https://www.ans.org/news/article-7890/the-will-to-lead-the-way/ - * The American Nuclear Society argues that nuclear energy is essential for powering AI and meeting decarbonization goals. * The ADVANCE Act and executive orders are cited as measures to reduce regulatory red tape while maintaining safety. * Restarting idled reactors like Three Mile Island-1, Palisades, and Duane Arnold is proposed as a near-term strategy to add 2,227 MWe. * Tennessee is highlighted as a model for commitment, having committed $12 billion to nuclear development in Oak Ridge. * The Society urges a capital commitment of $500 billion to $1 trillion to build an industrial foundation competitive with China.
81. https://www.pbctoday.co.uk/news/energy-news/rolls-royce-lands-milestone-small-modular-reactor-contract-gb-energy/160963/ - * Rolls-Royce has been appointed by Great British Energy to deliver the first small modular reactors (SMRs) in the UK, creating 3,000 high-skilled jobs. * The contract allocates £2.6bn to construct three reactors at the Wylfa site on the Anglesey coast in North Wales, expected to generate 1.4 GW of power. * The project is delivered in two stages, with the first focusing on site-specific design and supply chain preparation. * The reactors are expected to power 3 million homes for more than 60 years, marking a significant milestone for the UK nuclear programme.
82. https://www.express.co.uk/news/uk/2193976/nuclear-plan-rolls-royce - * Rolls-Royce has received a £600 million loan from the National Wealth Fund to develop the UK's first small modular reactors (SMRs). * The project, supported by Great British Energy - Nuclear (GBEN), involves building three reactors at the Wylfa site on Anglesey. * Construction is scheduled to begin in the early 2030s, with completion expected by the mid-2030s. * The investment is projected to create approximately 1,000 jobs and generate a combined capacity of 1.4 gigawatts. * Government officials describe the initiative as a major milestone for energy security and homegrown nuclear technology.
83. https://www.propertyweek.com/news/national-wealth-fund-to-provide-almost-600m-for-delivery-of-uks-first-smrs - * The National Wealth Fund has allocated £599m to support Rolls-Royce's development of the UK's first small modular reactors (SMRs) at Wylfa in Wales. * State-owned Great British Energy-Nuclear acquired the site from Hitachi in 2024 following the abandonment of a previous project. * The three-unit project aims to generate at least 1.4GWe, supplying electricity for approximately three million homes for over 60 years. * Chancellor Rachel Reeves and Energy Secretary Ed Miliband highlighted the investment's role in strengthening energy security and creating skilled jobs. * Rolls-Royce SMR chief executive Chris Cholerton stated the project will deliver cost and schedule certainty through a factory-built approach.
84. https://tass.com/economy/2116979 - * Rosatom CEO Alexey Likhachev confirmed that proposals for the El Dabaa nuclear power plant project received approval from the head of the Egyptian government. * Construction at the site is in a highly active phase with over 25,000 personnel currently working, a number expected to increase. * The project aims to bring the first power unit to the stage of nuclear energy utilization starting next year. * El Dabaa, Egypt's first nuclear power plant, will feature four VVER-1200 Generation III+ reactors with a capacity of 1,200 megawatts each. * The project is being implemented under contracts that entered into force on December 11, 2017.
85. https://dailycaller.com/2026/04/14/mike-lee-nuclear-energy-developers-bill-innovation-deployment/ - Republican Senator Mike Lee introduced the Nuclear Energy Innovation and Deployment Act (NEIDA) to modernize Department of Energy authority and accelerate nuclear power commercialization. The bill aims to address the 'valley of death' between demonstration and deployment caused by complex regulations and financing risks. Cosponsored by Senator Dave McCormick, the legislation seeks to create a clear pathway for commercial reactors on federal land and modify Nuclear Regulatory Commission regulations. Industry leaders from Deep Fission, Inc., Valar Atomics, Oklo, Aalo Atomics, and Terrestrial Energy support the measure to help the US compete with China and Russia in nuclear production.
86. https://www.lowyinstitute.org/the-interpreter/oil-shock-nuclear-surge-asia - * Several Southeast Asian nations, including the Philippines, Indonesia, and Vietnam, are advancing nuclear preparatory development with targets between 2030 and 2037. * Vietnam and Russia concluded an agreement to develop the Ninh Thuan 1 Nuclear Power Plant, while Singapore studies small modular reactors (SMRs) for energy security. * China aims to become the world's largest nuclear producer by 2030 with a target of 110 gigawatts, and Japan is accelerating reactor restarts. * The World Bank lifted its ban on funding nuclear projects in June 2025, and the Asian Development Bank updated its policy to support nuclear energy. * Challenges remain regarding regulatory capacity, financing costs, and the need for strong legal frameworks to manage risks.
87. https://www.fool.com/investing/2026/04/14/why-did-nano-nuclear-energy-stock-pop-today/ - * Shares of Nano Nuclear Energy jumped 9.1% following news of a $805 million UK National Wealth Fund investment in Rolls-Royce small modular reactors. * The funding will support Great British Energy-Nuclear in purchasing three Rolls-Royce SMRs for a project on Anglesey, North Wales. * Analysts suggest the UK government's preference for a domestic contractor may negatively impact Nano Nuclear Energy's prospects for securing sales in the UK market. * The article notes that while the nuclear sector previously saw growth, investor sentiment is currently cooling due to concerns over the AI growth story.
88. https://skillings.net/uranium-outlook-paladin-energys-2027-decision-on-patterson-lake-south-april-12th-2026/ - * Paladin Energy is targeting a Final Investment Decision (FID) by the end of 2027 for the Patterson Lake South project in Saskatchewan's Athabasca Basin. * The project relies on the Triple R deposit, which holds 93.7 million pounds of uranium oxide with an average grade of 1.41% and projected operating cash costs of $11.70 per pound. * First production is scheduled for 2031, following the completion of a front-end engineering and design study in 2026 and a Canadian Nuclear Safety Commission construction licence. * A judicial review filed by the Métis Nation–Saskatchewan on March 31, 2025, challenges the provincial environmental approval, creating a regulatory hurdle for the project. * The development aims to diversify Paladin's production base beyond its Langer Heinrich mine in Namibia to address global supply-demand gaps in the uranium sector.
89. https://www.marketbeat.com/instant-alerts/paladin-energy-otcmktspalaf-stock-price-down-49-heres-what-happened-2026-04-13/ - * Paladin Energy shares dropped 4.9% to close at $8.55, trading as low as $8.42 with significantly reduced volume. * Goldman Sachs initiated coverage on the stock on December 17th, issuing a neutral rating and a $9.05 target price. * The company maintains a consensus analyst rating of Hold with a consensus target price of $9.05. * Paladin Energy is an Australia-based uranium producer operating the Langer Heinrich mine in Namibia. * The firm reported a market capitalization of $3.94 billion and a negative PE ratio of -79.62.
90. https://www.northernminer.com/news/paladins-namibia-restart-sharpens-africas-uranium-relevance-during-wave-of-reactor-builds/1003889945/ - Paladin Energy has restarted the Langer Heinrich uranium mine in Namibia, targeting full production of 4 million pounds of uranium annually by the end of June. The operation aims to secure Namibia's position as a top global uranium supplier, accounting for 12% of world mine output in 2024. CEO Paul Hemburrow highlighted the strategic opportunity for African miners amidst global nuclear reactor construction and supply security concerns. While Niger faces political disruptions affecting its Somair mine, other African projects like Dasa, Tumas, and Etango remain in development.
91. https://www.gurufocus.com/news/8790916/van-eck-associates-corp-acquires-additional-shares-in-denison-mines-corp - * Van Eck Associates Corp acquired 14,031,249 shares of Denison Mines Corp on March 3, 2026, at $4 per share. * The transaction increased Van Eck's total holdings in Denison Mines to 89,941,276 shares, representing 10.02% of the firm's portfolio. * Denison Mines Corp is a Canadian company engaged in uranium mining, exploration, and development of properties including Wheeler River and Waterbury Lake. * The acquisition reflects Van Eck's strategic interest in the uranium mining sector within its basic materials portfolio.
92. https://www.kotaradio.com/2026/04/14/public-hearing-on-uranium-exploration-in-southern-black-hills-rescheduled/ - * A public hearing regarding a uranium exploration proposal in the southern Black Hills has been rescheduled to May 18 through May 22. * Clean Nuclear Energy Corporation and its parent company Nexus Uranium applied in March 2024 to drill up to 50 exploratory holes on state-owned land near Craven Canyon. * The proposal faces formal objections from dozens of individuals and organisations citing potential impacts to cultural resources, historic sites, and water quality. * The state Board of Minerals and Environment retains the authority to deny the application if unacceptable harm to cultural, historical, recreational, or water resources is determined. * Interest in uranium exploration is increasing due to nuclear energy's potential role in meeting growing electricity demands for artificial intelligence and data centers.
93. https://www.ad-hoc-news.de/boerse/news/ueberblick/uranium-energy-s-unhedged-bet-on-ai-s-power-demand/69145598 - * Uranium Energy Corp commissioned the Burke Hollow mine in Texas, the first new in-situ recovery project in the US in over a decade. * The company received a US Nuclear Regulatory Commission docket number for a planned uranium conversion facility to create a fully integrated domestic fuel cycle. * US power consumption jumped 2.8 percent in 2025, with data center electricity use projected to triple by 2030, driving demand for uranium. * The US administration announced a tariff exemption for uranium in early April, stabilizing prices after a volatile quarter. * The Department of Energy and the Great Lakes Partnership are investing USD 39.2 million to train personnel in reactor safety.
94. https://www.independent.co.uk/news/uk/politics/rolls-royce-smr-nuclear-reactor-iran-b2957118.html - * The UK government signed a deal with Rolls-Royce SMR to develop the country's first small modular reactors (SMRs). * Great British Energy – Nuclear (GBE-N) announced the agreement, with the National Wealth Fund investing up to £599 million to support design stages. * The project aims to generate enough low-carbon electricity for three million homes, with operations expected by the mid-2030s. * Chancellor Rachel Reeves and Energy Secretary Ed Miliband highlighted the deal's importance for energy sovereignty and reducing reliance on volatile fossil fuel markets. * The initiative marks a shift from decades of underinvestment, with the first SMR planned for Wylfa in North Wales.
95. https://interestingengineering.com/energy/rolls-royce-nuclear-reactors-to-power-uk-homes - * The UK government approved the development of three Small Modular Reactors (SMRs) at the Wylfa site in Anglesey, North Wales, on April 13. * The project is a partnership between Rolls-Royce SMR and Great British Energy – Nuclear, aiming to provide low-carbon baseload power for over 60 years. * The three units have a total output capable of powering approximately 3 million homes, with the first reactors expected to feed the National Grid in the 2030s. * A £2.5 billion partnership and a £599 million commitment from the National Wealth Fund will support the project, which is estimated to create 8,000 new jobs. * The modular design allows 90% of the unit to be manufactured off-site to ensure a faster and more predictable construction timeline.
96. https://www.theregister.com/2026/04/14/rolls_royce_smr_design/ - * The UK government has signed a contract with Rolls-Royce SMR to commence design work on the country's first small modular reactors (SMRs). * Great British Energy – Nuclear (GBE-N) will oversee the project, which includes site-specific design and regulatory engagement at the Wylfa site in Wales. * The three initial units are expected to generate at least 1.4 GW of electricity, with operations likely to begin in the mid-2030s. * Rolls-Royce SMR has secured a £599 million loan facility from the National Wealth Fund to support the programme. * Energy Secretary Ed Miliband described the agreement as a major milestone for Britain's energy security and job creation.
97. https://www.computerra.ru/341776/rolls-royce-postroit-yadernye-reaktory-moshhnostyu-470-megavatt/ - * UK government approved construction of three Rolls-Royce SMRs at the former Wilfa nuclear site in partnership with Great British Energy. * Each reactor has a 470 MW capacity and features 90% factory completion to minimize on-site construction disruption. * Funding of 599 million pounds was allocated from the National Wealth Fund, with a total partnership valuation of 2.5 billion pounds. * The project aims to supply power to approximately 3 million households, with initial electricity delivery expected in the 2030s. * The Wilfa site was previously operated by the UK's oldest nuclear power station between 1971 and 2015.
98. https://www.techdigest.tv/2026/04/rolls-royce-secures-600m-to-launch-uks-first-small-nuclear-reactors.html?utm_source=rss&utm_medium=rss&utm_campaign=rolls-royce-secures-600m-to-launch-uks-first-small-nuclear-reactors - * Rolls-Royce SMR has secured nearly £600 million from the National Wealth Fund for the design and delivery of the UK's first Small Modular Reactors (SMRs). * The agreement with Great British Energy – Nuclear (GBE-N) aims to provide stable, high-capacity power for the government's artificial intelligence and computing vision. * The initial three-unit project is expected to generate 1.4GWe of electricity, supporting 3,000 jobs and powering three million homes. * Government officials describe the initiative as a step toward energy independence and reducing reliance on volatile fossil fuel markets.
99. https://www.theguardian.com/business/2026/apr/13/rolls-royce-secures-nearly-600m-in-uk-goverment-cash-to-develop-small-reactors - * Rolls-Royce has secured up to £599m in funding from Britain's national wealth fund to develop the UK's first small modular nuclear reactors (SMRs). * The investment, announced by Chancellor Rachel Reeves, will support SMR design work at the Wylfa site on Anglesey, where construction is set to begin immediately following a contract signed with Great British Energy – Nuclear. * The project aims to create approximately 1,000 jobs and establish a new generation of homegrown nuclear technology to enhance energy security and reduce carbon emissions. * Funding is provided as a loan repayable upon the deployment of SMR units or through refinancing, marking a critical milestone for the company's global expansion plans. * The initiative aligns with Labour's strategy to promote low-carbon electricity generation and develop a new export industry for SMR technology.
100. https://www.tagesschau.de/ausland/europa/energiekrise-eu-100.html - * EU Commission President Ursula von der Leyen states that reliance on fossil fuels remains the most expensive option for Europe. * The Commission plans to present a new catalogue of measures at an informal EU summit in Cyprus next week. * Von der Leyen emphasises the need for better gas procurement coordination and increased investment in gas storage. * Member states are urged to accelerate investment in renewable energy and nuclear power to improve the European energy system. * The Commission intends to temporarily loosen restrictions on state aid and explore further adjustments to the emissions trading scheme.
101. https://oilprice.com/Alternative-Energy/Nuclear-Power/UK-Bets-on-Small-Nuclear-Reactors-With-599-Million-Rolls-Royce-Investment.html - * The UK National Wealth Fund announced a £599m financing package for Rolls-Royce Small Modular Reactors (SMR) to support a partnership with Great British Energy. * The investment aims to de-risk the project for private lenders and kickstart the construction of the UK's first small modular reactors. * Each SMR is expected to generate 470 megawatts of low-carbon electricity, with plans to create around 1,000 jobs. * Government officials state the funding strengthens energy security and supports the development of homegrown nuclear technology to reduce reliance on fossil fuels. * The project was selected as the preferred technology partner in June, with an additional £2.6bn earmarked in the 2025 Spending Review.
102. https://taz.de/Schweden-investiert-in-AKW/!6170226/ - * The Swedish government announced plans to acquire a 60 percent stake in Videberg Kraft, a company developing Small Modular Reactors (SMRs) at the Ringhals site, bringing total state involvement to 80 percent. * Energy Minister Ebba Busch and Finance Minister Niklas Wykman defended the move as essential for long-term industrial electrification and energy security, citing a total package cost of approximately 300 billion kronor. * The state also committed an additional 122 billion kronor for nuclear waste management extending to 2159, while facing opposition from the Centre Party regarding the lack of alternatives and economic risks. * Environmental groups and local residents in Varberg are protesting the project due to plans to release 25 hectares of the Biskopshagen nature reserve for reactor construction.
103. https://www.24newshd.tv/13-Apr-2026/eu-chief-touts-electric-power-strategy-energy-crisis-bites - EU chief Ursula von der Leyen announced plans to present an electrification strategy before summer to address high energy costs driven by the Iran war. The European Commission aims to accelerate grid connections and scale up nuclear power alongside renewables to reduce fossil fuel dependency. Measures include considering relaxed state aid rules, coordinating oil and gas stock releases, and proposing electricity tax reforms in May.
104. https://www.tagesschau.de/ausland/europa/energiekrise-eu-100.html - * EU Commission President Ursula von der Leyen states that reliance on fossil fuels remains the most expensive option for Europe. * The Commission plans to present a new catalogue of measures at an informal EU summit in Cyprus next week. * Von der Leyen emphasises the need for better gas procurement coordination and increased investment in gas storage. * Member states are urged to accelerate investment in renewable energy and nuclear power to improve the European energy system. * The Commission intends to temporarily loosen restrictions on state aid and explore further adjustments to the emissions trading scheme.
105. https://www.wnd.com/2026/04/watch-european-union-president-uses-iran-war-double/?utm_source=rss&utm_medium=rss&utm_campaign=watch-european-union-president-uses-iran-war-double - * European Union President Ursula von der Leyen stated that the US-Iran conflict confirmed the necessity of decarbonizing the continent due to high fossil fuel prices. * Von der Leyen emphasized that Europe must scale up homegrown energy from renewables and nuclear power to ensure independence, predictability, and energy security. * The EU President argued that shifting electricity generation to renewables and nuclear, alongside electrifying the economy, is the only lasting solution to fossil fuel dependency. * Concerns were raised regarding potential jet fuel shortages and rationing in Europe if the Strait of Hormuz remains closed, highlighting the region's lack of refinery capacity. * The article notes the EU's historical reluctance to increase domestic fossil fuel production in favour of climate change goals, leaving it dependent on foreign energy sources.
106. https://www.wnd.com/2026/04/watch-european-union-president-uses-iran-war-double/?utm_source=rss&utm_medium=rss&utm_campaign=watch-european-union-president-uses-iran-war-double - * European Union President Ursula von der Leyen stated that the US-Iran conflict confirmed the necessity of decarbonizing the continent due to high fossil fuel prices. * Von der Leyen emphasized that Europe must scale up homegrown energy from renewables and nuclear power to ensure independence, predictability, and energy security. * The EU President argued that shifting electricity generation to renewables and nuclear, alongside electrifying the economy, is the only lasting solution to fossil fuel dependency. * Concerns were raised regarding potential jet fuel shortages and rationing if the Strait of Hormuz remains closed, highlighting Europe's lack of refinery capacity. * The article notes the EU's historical reluctance to increase domestic fossil fuel production in favour of climate change goals, leaving it dependent on foreign energy sources.
107. https://interestingengineering.com/energy/rolls-royce-nuclear-reactors-to-power-uk-homes - * The UK government approved on April 13 the development of three Small Modular Reactors (SMRs) at the Wylfa site in Anglesey, North Wales. * The project, a partnership between Rolls-Royce SMR and Great British Energy – Nuclear, aims to provide low-carbon baseload power for approximately 3 million homes for over 60 years. * A £2.5 billion partnership and a £599 million commitment from the National Wealth Fund will support the engineering, with the first units expected to feed the National Grid in the 2030s. * The initiative is projected to create 8,000 new jobs, with 3,000 based locally in Anglesey, to advance the UK's energy independence and net-zero targets.
108. https://www.aol.com/articles/expert-arizona-aims-become-leader-174500805.html - * The Arizona Energy Promise Taskforce released a report with 31 policy recommendations to modernize the state's energy grid and position Arizona as a nuclear energy leader. * Governor Katie Hobbs ordered the report to address projected peak energy demand increases of up to 40% over the next 15 years. * Recommendations include creating pathways for project finance certainty, supporting state-level project development, and leveraging the existing Palo Verde Nuclear Generating Station for advanced technologies. * Utilities Arizona Public Service, Salt River Project, and Tucson Electric Power have applied for a $25 million Department of Energy grant to locate potential nuclear generation sites. * The state plans to focus on community engagement, workforce development, and education to overcome uncertainties and support the deployment of new nuclear technologies.
109. https://mining.com.au/rolls-royce-secures-landmark-smr-contract-in-the-uk/ - * Rolls-Royce SMR signed a contract with Great British Energy to design and deliver the UK's first three small modular reactors at Wylfa in North Wales. * UK Prime Minister Sir Keir Starmer and Energy Security Secretary Ed Miliband announced the deal as a major milestone for national energy security and decarbonisation. * Rolls-Royce SMR received a £599 million loan facility from the National Wealth Fund to support the generic design of the reactors. * The project aims to provide stable low-carbon electricity for one million homes for over 60 years, supporting the UK's target of 24GWe new nuclear capacity by 2050. * Rolls-Royce SMR claims to be up to 18 months ahead of competitors in European regulatory approvals for small modular reactor technology.
110. https://organiser.org/2026/04/14/348580/bharat/what-is-indias-shanti-act-how-vikram-misris-us-visit-marks-a-turning-point-in-india-us-energy-ties-strategy/ - * India passed the SHANTI Act in December to allow private companies to build and operate nuclear power plants. * The legislation aims to attract foreign investors and accelerate India's target of 100 gigawatts of nuclear capacity by 2047. * Indian Foreign Secretary Vikram Misri's visit to the US in April reinforced cooperation in the civil nuclear sector and coal gasification. * The US expressed readiness to collaborate on LPG exports, coal gasification, and AI infrastructure through the Pax Silica initiative. * These developments are intended to enhance energy security, reduce import dependence, and foster technological collaboration between India and the US.
111. https://euobserver.com/211111/e500m-per-day-europe-counts-the-cost-of-indecision-over-energy/ - The European Commission reports an additional €22bn cost to the EU's energy bill since the start of US-Israeli airstrikes against Iran. Commission president Ursula von der Leyen has stated that abandoning nuclear power was a strategic mistake and confirmed that both renewables and nuclear will be central to weaning Europe off oil and gas dependency. While the commission is expected to approve France's plan to build six new reactors, these will not be operational for at least a decade. The article highlights the EU's vulnerability due to a lack of domestic oil and gas reserves and the previous ruling out of fracking.
112. https://americanfaith.com/eu-head-uses-iran-conflict-to-revisit-green-energy/ - * European Union President Ursula von der Leyen stated that the conflict with Iran highlights the high cost of fossil fuel overdependency. * She argued that Europe must scale up homegrown, affordable, and reliable energy by expanding both renewables and nuclear power. * Von der Leyen emphasised that nuclear energy provides independence, predictability, and energy security as part of the decarbonisation strategy. * The EU aims to achieve a renewable energy target of at least 42.5%, aiming for 45%, by 2030. * The President called for rapid electrification of the economy to shift electricity generation away from fossil fuels.
113. https://www.advisor.ca/advisor-to-go/equities-advisor-to-go/energy-stocks-rally-on-oil-surge-with-more-upside-ahead/ - * Daniel Greenspan of CIBC Global Asset Management identifies nuclear power as an overlooked sector with transformative tailwinds for medium-term growth. * The analyst states that nuclear energy will play a significant role in countries' plans to reduce greenhouse gas emissions and meet carbon reduction targets. * Energy security concerns arising from oil and LNG disruptions are cited as key factors supporting global demand for low-carbon baseload nuclear power. * Cameco is highlighted as a top equity pick in the nuclear sector, offering exposure to uranium production and the broader nuclear value chain. * The analysis suggests Canada has opportunities to lead globally in nuclear through new builds, fleet maintenance, and uranium production in Saskatchewan.
114. https://evanstonnow.com/nuke-subsidies-end-up-cutting-electric-bills/ - * ComEd customers in Illinois received an average of $19 credit on April electricity bills due to the state's Carbon Mitigation Credits program. * The program, established under the 2021 Climate and Equitable Jobs Act, refunds excess revenues from federal subsidies and high market prices to ratepayers. * Since 2022, the initiative has provided a net benefit of over $1.86 billion to customers, saving an average of $177 per residential customer. * Credits are expected to continue through May 2027, with May adjustments anticipated to be higher than April due to sustained high energy prices. * The policy ensures nuclear plant operational security while prioritizing affordability and carbon-free energy delivery for northern Illinois residents.
115. https://www.independent.co.uk/news/uk/politics/rolls-royce-smr-nuclear-reactor-iran-b2957118.html - * The UK government signed a deal with Rolls-Royce to develop three small modular reactors (SMRs) as part of the UK's first mini nuclear programme. * Great British Energy – Nuclear (GBE-N) announced the agreement, with the National Wealth Fund investing up to £599 million to support the design stages. * Chancellor Rachel Reeves and Energy Secretary Ed Miliband stated the project aims to boost energy sovereignty and reduce reliance on volatile fossil fuel prices amid the Middle East crisis. * The three SMRs are expected to generate enough low-carbon electricity to power approximately three million homes, with operations targeted for the mid-2030s. * The initiative marks a shift from decades of underinvestment in the UK nuclear sector and includes plans to build the first station at Wylfa in North Wales.
116. https://www.ad-hoc-news.de/boerse/news/ueberblick/fortum-oyj-stock-fi0009007132-why-energy-transition-strength-matters/69141253 - * Fortum Oyj, a Nordic power generation company, leverages its hydro, nuclear, and wind portfolio to offer stability against fossil fuel volatility. * The company's strategy involves expanding renewable capacity while maintaining nuclear operations to ensure baseload power and grid flexibility. * Analysts from Nordea and SEB view Fortum positively for its clean energy alignment and dividend reliability, noting potential undervaluation. * Investors in the US and English-speaking markets see Fortum as a hedge against US policy swings and a way to access European green growth. * Risks include regulatory changes regarding nuclear phase-outs in Sweden and weather dependency on hydroelectric generation.
117. https://the-european.eu/story-59194/landmark-uk-nuclear-deal-to-cut-reliance-on-foreign-energy-after-middle-east-tensions.html - * The UK government has signed a contract with Rolls-Royce SMR to commence design work on the country's first small modular nuclear reactors. * The project, located at Wylfa in north Wales, involves three units expected to generate at least 1.4GW of electricity. * Ministers cite the conflict in the Middle East as a driver for the deal, aiming to reduce dependence on volatile fossil fuel markets and enhance energy security. * The initiative includes £2.6 billion from the 2025 Spending Review and up to £599 million from the National Wealth Fund to support the programme. * The project is projected to create approximately 3,000 jobs at peak construction and provide clean power for over 60 years.
118. https://interestingengineering.com/energy/rolls-royce-nuclear-reactors-to-power-uk-homes - * The UK government approved on April 13 the development of three Small Modular Reactors (SMRs) at the Wylfa site in Anglesey, North Wales. * The project, a partnership between Rolls-Royce SMR and Great British Energy – Nuclear, aims to provide low-carbon baseload power for approximately 3 million homes for over 60 years. * A £2.5 billion partnership and a £599 million commitment from the National Wealth Fund will support the engineering, with the goal of feeding the National Grid in the 2030s. * The initiative is expected to create 8,000 new jobs, with 3,000 roles based locally in Anglesey, to advance the UK's energy independence and net-zero targets.
119. https://mining.com.au/rolls-royce-secures-landmark-smr-contract-in-the-uk/ - * Rolls-Royce SMR signed a contract with Great British Energy to design and deliver the UK's first three small modular reactors at Wylfa in North Wales. * UK Prime Minister Sir Keir Starmer and Energy Security Secretary Ed Miliband announced the deal as a major milestone for national energy security and decarbonisation. * Rolls-Royce SMR received a £599 million loan facility from the National Wealth Fund to support the generic design of the reactors. * The project aims to provide stable low-carbon electricity for one million homes for over 60 years, supporting the UK's target of 24GWe new nuclear capacity by 2050. * Rolls-Royce SMR claims to be up to 18 months ahead of competitors in European regulatory approvals for small modular reactor technology.
120. https://indianexpress.com/article/opinion/editorials/on-nuclear-energy-an-indian-milestone-10634753/ - * The Prototype Fast Breeder Reactor in Kalpakkam, Tamil Nadu, has achieved criticality, marking a generational shift in India's nuclear energy programme. * This milestone signifies the commencement of the second stage of India's three-stage nuclear programme, moving beyond Pressurised Heavy Water Reactors. * The development aims to secure India's energy independence and strategic autonomy by reducing dependence on fossil fuel imports and external uranium supplies. * Broader initiatives including the nuclear energy mission, the SHANTI Act, and the push for Small Modular Reactors (SMRs) support this transition. * The long-term vision involves using thorium, found in abundance in India, as the main fuel in the third stage of the programme.
121. https://euobserver.com/211111/e500m-per-day-europe-counts-the-cost-of-indecision-over-energy/ - The European Commission reports an additional €22bn cost to the EU's energy bill since the start of US-Israeli airstrikes against Iran. Commission president Ursula von der Leyen has stated that abandoning nuclear power was a strategic mistake and confirmed that renewables and nuclear will be central to weaning Europe off oil and gas dependency. While the commission is expected to approve France's plan to build six new reactors, these will not be operational for at least a decade. The article highlights the EU's vulnerability due to a lack of domestic oil and gas reserves and the slow pace of current energy transition measures.
122. https://www.independent.co.uk/news/uk/politics/rolls-royce-smr-nuclear-reactor-iran-b2957118.html - * Chancellor Rachel Reeves announced a £600m deal with Rolls-Royce to develop the UK's first small modular reactors (SMRs). * The project, led by Great British Energy – Nuclear (GBE-N), aims to generate low-carbon electricity for three million homes by the mid-2030s. * Ministers state the initiative enhances energy sovereignty and reduces vulnerability to global fossil fuel price volatility amid the Iran conflict. * The programme includes site-specific design and regulatory engagement, with the first station planned for Wylfa in North Wales. * The deal is expected to create 3,000 peak construction jobs and marks a shift from decades of underinvestment in the UK nuclear sector.
123. https://www.praguedaily.news/2026/04/13/cez-eyes-extended-operation-of-dukovany-focus-on-security-of-supply-and-modernisation/ - ČEZ has launched preparatory processes for extending the Dukovany nuclear power plant's operation to up to 80 years, up from the previously planned 60 years. Analyses suggest this extension is technically and economically feasible and aligns with international standards. The move aims to strengthen energy supply security and support low-emission electricity generation in the Czech Republic amidst rising consumption. Concurrent assessments are underway for the Temelín plant, while ongoing modernisation projects continue at both sites.
124. https://www.techdigest.tv/2026/04/rolls-royce-secures-600m-to-launch-uks-first-small-nuclear-reactors.html?utm_source=rss&utm_medium=rss&utm_campaign=rolls-royce-secures-600m-to-launch-uks-first-small-nuclear-reactors - * Rolls-Royce SMR has secured nearly £600 million from the National Wealth Fund for the design and delivery of the UK's first Small Modular Reactors. * The agreement with Great British Energy – Nuclear (GBE-N) aims to support national energy security and power government artificial intelligence and computing initiatives. * The initial three-unit project is expected to generate 1.4GWe of electricity, supporting 3,000 jobs during construction. * Government officials describe the investment as a vital step toward energy independence and reducing reliance on fossil fuel markets.
125. https://oilprice.com/Alternative-Energy/Nuclear-Power/UK-Bets-on-Small-Nuclear-Reactors-With-599-Million-Rolls-Royce-Investment.html - * The UK National Wealth Fund has announced a £599 million financing package for Rolls-Royce Small Modular Reactors (SMR) in partnership with Great British Energy. * The investment aims to de-risk the project for private lenders and support the construction of the UK's first small modular reactors. * The partnership is expected to create approximately 1,000 jobs and generate 470 megawatts of low-carbon electricity per reactor. * Rolls-Royce SMR was selected as the preferred technology partner in June, with around £2.6 billion earmarked in the 2025 Spending Review. * The funding is part of the government's strategy to enhance energy security and develop homegrown nuclear technology.
126. https://constructionreviewonline.com/works-commence-on-wylfa-on-anglesey-nuclear-power-station-in-uk/ - * UK government has issued the green light to commence construction on the Wylfa on Anglesey nuclear power station. * The project involves building three Rolls-Royce Small Modular Reactors (SMRs) expected to power 3 million homes. * The initiative is projected to create 3,000 local jobs and support approximately 8,000 jobs across the UK supply chain. * Great British Energy – Nuclear (GBE-N) is the project owner, with Rolls-Royce SMR acting as the lead developer. * The project is subject to a final investment decision expected by the turn of the decade, with operations anticipated in the 2030s.
127. https://www.digit.fyi/rolls-royce-signs-nuclear-small-modular-reactor-deal-with-great-british-energy/ - Rolls-Royce has begun technology design activities for the UK's first Small Modular Reactors (SMRs) under a contract with Great British Energy – Nuclear. The project, supported by £2.6 billion allocated in the 2025 Spending Review, is estimated to create 3,000 peak construction jobs and thousands more in the supply chain. Rolls-Royce SMR was selected as the preferred technology partner in June 2025, with the contract covering site-specific design, regulatory engagement, and planning ahead of a Final Investment Decision. Great British Energy – Nuclear has already awarded over £350 million in contracts to UK supply chain companies this year.
128. https://oilprice.com/Alternative-Energy/Nuclear-Power/UK-Bets-on-Small-Nuclear-Reactors-With-599-Million-Rolls-Royce-Investment.html - * The UK National Wealth Fund has announced a £599 million financing package for Rolls-Royce Small Modular Reactors (SMR) in partnership with Great British Energy. * The investment aims to de-risk the project for private lenders and support the construction of the UK's first small modular reactors. * The partnership is expected to create approximately 1,000 jobs and generate 470 megawatts of low-carbon electricity per reactor. * Rolls-Royce SMR was selected as the preferred technology partner in June, with around £2.6 billion earmarked in the 2025 Spending Review. * The funding is part of the government's strategy to enhance energy security and develop homegrown nuclear technology.
129. https://euobserver.com/211032/eu-commission-backs-renewables-and-nuclear-to-shield-europe-from-fossil-fuel-gulf-turmoil/ - European Commission president Ursula Von der Leyen advocates scaling up renewable energy and nuclear power, specifically small modular reactors, to reduce dependency on fossil fuels amid global conflicts.
130. https://www.jdsupra.com/legalnews/nrc-launches-fresh-licensing-framework-2286262/ - The Nuclear Regulatory Commission published the final rule for 10 CFR Part 53, a risk-informed, technology-inclusive regulatory framework for commercial nuclear plants effective April 29, 2026. The rule provides an optional pathway for licensing new and existing reactor technologies, including advanced and small modular reactors, without requiring specific regulatory exemptions. It introduces flexible licensing options such as limited work authorizations and standard design approvals, and allows for load-following operations and factory-built reactors. The framework was developed in response to directives from the Nuclear Energy Innovation and Modernization Act, the ADVANCE Act, and Executive Order 14300.
131. https://www.bbc.com/news/articles/c87w5ld0p80o - The UK government has approved work to build a new nuclear power station at Wylfa on Anglesey. A £2.5bn partnership with Rolls-Royce will facilitate the construction of three small modular reactors. The project is expected to create 3,000 local jobs and 5,000 national jobs. The Nuclear Industry Association describes the development as a historic step for clean power and industrial growth.
132. https://www.ilfattoquotidiano.it/2026/04/13/crisi-energetica-ue-piano-caro-bollette-notizie/8354690/ - * Commission President Ursula von der Leyen announced a timeline for an EU strategy to address the energy crisis on 22 April. * The strategy includes legislative proposals on electricity taxes and grid charges in May to tackle structural measures. * Von der Leyen emphasised the role of nuclear energy alongside renewables to ensure energy independence and security. * The Commission rejected Italy's request to suspend the Stability Pact, stating current conditions do not allow for its activation. * New state aid rules will be approved in April to allow targeted interventions, though this may disadvantage fiscally weaker nations like Italy.
133. https://www.etftrends.com/nuclear-energy-content-hub/future-uranium-enrichment-being-developed-today/ - * Centrus Energy received a $900 million Department of Energy task order in January 2026 to expand its Piketon, Ohio facility for high-assay low-enriched uranium production. * Global Laser Enrichment, a joint venture between Silex Systems and Cameco, achieved Technology Readiness Level 6 for its laser enrichment process and received $28.5 million in DOE funding. * ASP Isotopes and Quantum Leap Energy are collaborating with TerraPower and Necsa to develop laser enrichment facilities in South Africa for advanced reactor fuel. * LIS Technologies announced a $1.38 billion investment in its Oak Ridge facility to integrate its laser enrichment technology into Nano Nuclear's fuel pipeline. * These developments aim to address domestic uranium enrichment vulnerabilities through both traditional centrifuge scaling and next-generation laser-based methods.
134. https://www.24newshd.tv/13-Apr-2026/eu-chief-touts-electric-power-strategy-energy-crisis-bites - EU chief Ursula von der Leyen announced plans to present an electrification strategy before summer to address high energy costs driven by the Iran war. The European Commission aims to accelerate grid connections and scale up nuclear power alongside renewables to reduce fossil fuel dependency. Measures include considering relaxed state aid rules for exposed sectors and coordinating oil stock releases to prevent market competition. A proposal to reform electricity taxes and grid charges is scheduled for May.
135. https://www.aol.com/articles/expert-arizona-aims-become-leader-174500805.html - * The Arizona Energy Promise Taskforce released a report with 31 policy recommendations to modernize the state's energy grid and support nuclear expansion. * Governor Katie Hobbs ordered the report to address projected peak energy demand increases of up to 40% over the next 15 years. * Recommendations include creating pathways for project finance certainty, implementing financing guardrails, and accelerating project development timelines. * Arizona utilities, including Arizona Public Service and Salt River Project, have applied for a $25 million Department of Energy grant to locate potential nuclear generation sites. * The state plans to focus on community engagement, workforce development, and site selection to support new nuclear technologies alongside the existing Palo Verde Nuclear Generating Station.
136. https://www.indiandefensenews.in/2026/04/l-bets-big-on-nuclear-energy-targets-3x.html - * Larsen & Toubro (L&T) anticipates a 3 to 3.5 times increase in nuclear-related turnover over the next five years, driven by global demand for nuclear power to support AI and data centre electricity needs. * The company supports India's strategy to expand nuclear capacity from 8.8 GW to 100 GW by 2047, focusing on engineering, procurement, and construction services rather than ownership or operation. * L&T is exploring international opportunities in West Asia and manufacturing high-stakes equipment like reactors and steam generators for export, while engaging in preliminary discussions regarding small modular reactors.
137. https://www.jdsupra.com/legalnews/nrc-launches-fresh-licensing-framework-2286262/ - * The Nuclear Regulatory Commission (NRC) has published the final rule for 10 CFR Part 53, a new optional regulatory framework for commercial nuclear plants effective April 29, 2026. * The rule provides a flexible, technology-inclusive pathway for licensing advanced reactor technologies, including small modular reactors and microreactors, without requiring specific regulatory exemptions. * Key features include performance-based safety criteria, elimination of prescriptive design requirements, and provisions for load-following operations and factory-built reactors. * The framework was developed in response to directives from the Nuclear Energy Innovation and Modernization Act (NEIMA), the ADVANCE Act, and Executive Order 14300.
138. https://www.ilfattoquotidiano.it/2026/04/13/crisi-energetica-ue-piano-caro-bollette-notizie/8354690/ - * Commission President Ursula von der Leyen announced a timeline for an EU strategy to address the energy crisis on 22 April. * The strategy includes legislative proposals on electricity taxes and grid charges to be presented in May. * Von der Leyen emphasised the role of nuclear energy alongside renewables for energy independence and security. * The Commission rejected Italy's request to suspend the Stability Pact, citing a lack of conditions for recession. * New state aid rules will be approved in April to allow temporary measures for vulnerable groups.
139. https://www.bangordailynews.com/2026/04/13/nation/iran-retaliation-threat-us-blockade-hormuz/ - * The US military announced a blockade of ships entering or leaving Iranian ports starting Monday, enforcing restrictions impartially against vessels of all nations. * Tehran rejected US demands to end uranium enrichment and halt funding for regional allies, retaining a stockpile of uranium enriched to near bomb-making levels. * Iran threatened retaliation against Gulf ports if its facilities were threatened, warning that no port in the Gulf or Gulf of Oman would remain secure. * Oil prices surged by around 7% as traders assessed the severity of the disruption to the Strait of Hormuz, through which about one-fifth of the world's oil normally passes. * The ceasefire, which halted six weeks of US and Israeli airstrikes, is under threat with only a week left to run after talks in Islamabad broke down.
140. https://www.gazeta.uz/ru/2026/04/13/navoiyuran/ - * Navoi Uran, a state-owned enterprise, announced preliminary unaudited results for 2025 showing revenue of $1.112bn, a 20.2% increase from the previous year. * Uranium production volume rose by 35% to 7,000 tonnes, while JORC reserves increased by 52% to 96,600 tonnes. * The company invested $551m in capital expenditures, focusing on mine development and exploration, and is implementing underground leaching technologies. * CEO Jamol Fayzullayev stated the firm is strengthening its position in the global nuclear fuel supply chain amidst rising demand. * Full audited financial reports are scheduled for publication in May.
141. https://www.techdigest.tv/2026/04/rolls-royce-secures-600m-to-launch-uks-first-small-nuclear-reactors.html?utm_source=rss&utm_medium=rss&utm_campaign=rolls-royce-secures-600m-to-launch-uks-first-small-nuclear-reactors - * Rolls-Royce SMR has secured nearly £600 million in backing from the National Wealth Fund for design and delivery of the UK’s first Small Modular Reactors (SMRs). * The project involves a multi-billion-pound programme to enhance energy security and support AI and high-performance computing. * The initial three-unit project will generate 1.4GWe of electricity, powering three million homes and supporting 3,000 jobs. * The funding agreement was signed with Great British Energy – Nuclear (GBE-N). * UK government officials emphasised the role of SMRs in reducing fossil fuel dependency and boosting domestic nuclear technology development.
142. https://kalkinemedia.com/uk/stocks/industrial/ftse-100-watch-rolls-royce-energy-expansion-highlights-reactor-development - * Rolls-Royce progresses its small modular reactor programme supported by UK government. * The initiative aims to develop compact nuclear systems for electricity generation. * The programme aligns with UK energy security, low-carbon transition, and infrastructure development. * The development involves advanced engineering, materials science, and safety systems. * It reflects broader trends in energy diversification and policy support within the UK energy sector.
143. https://euobserver.com/211032/eu-commission-backs-renewables-and-nuclear-to-shield-europe-from-fossil-fuel-gulf-turmoil/ - * The European Commission supports scaling up renewable and nuclear energy to lessen reliance on fossil fuels. * The president highlights small modular reactors (SMRs) as a promising technology drawing global interest. * The conflict in Iran has increased Europe's fossil-fuel imports by €22bn. * European leaders aim to modernise electricity generation with renewables and nuclear, which currently account for over 70% of the continent’s electricity. * The EU seeks to fast-track grid modernisation legislation and implement measures to stabilise energy supply and prices.
144. https://www.edie.net/national-wealth-fund-commits-nearly-600m-to-rolls-royce-smr/ - * The UK government and Great British Energy-Nuclear, in partnership with Rolls-Royce SMR, signed a financing agreement for three reactors. * The funding supports design development of reactors reaching the UK's Generic Design Assessment stage. * The investment aims to promote low-carbon electricity, create jobs, and bolster domestic nuclear technology. * The National Wealth Fund's funding is a repayable instrument covering up to 50% of design activities. * The project is expected to support export opportunities and strengthen energy security in the UK.
145. https://www.bdonline.co.uk/news/government-signs-first-technology-design-deal-with-rolls-royce-for-small-modular-reactors/5141737.article - * The UK government’s net zero energy company signs a contract with Rolls-Royce to develop design for the country's first three small modular reactors (SMRs). * The contract involves site-specific design, regulatory engagement, and planning, ahead of a final investment decision. * The deal follows the selection of Rolls-Royce as the preferred technology partner for UK SMRs, with additional projects in Czechia. * Funding of £2.6 billion allocated in the 2025 spending review to support SMR deployment. * The agreement aims to enhance UK energy security, create jobs, and develop domestic nuclear technology.
146. https://www.cbsnews.com/news/oil-prices-stock-market-trump-blockade-strait-of-hormuz-iran/ - ["* Oil prices increased above $100 a barrel following U.S. plans to blockade Iran's ports and the Strait of Hormuz.", '* U.S. stock futures declined in response to geopolitical tensions and potential escalation.', '* U.S. President Trump announced the blockade would begin at 10 a.m. ET Monday after failed Iran-U.S. negotiations.', '* International benchmark Brent crude rose by 7.5%, WTI increased by over 7%.', '* The US considers targeted actions, with US Navy focusing on ships related to Iran, avoiding full blockade of all vessels.']
147. https://www.constructionenquirer.com/2026/04/13/rolls-royce-signs-small-nuclear-plants-contract/ - * Rolls-Royce SMR signed a contract with Great British Energy to deliver the UK’s first SMRs. * The project includes site-specific design, regulatory engagement, and planning ahead of a Final Investment Decision. * The first SMR project at Wylfa, Anglesey, North Wales, will generate power for 3 million homes. * The contract supports around 3,000 jobs during peak construction and benefits UK supply chains. * The project involves building three units, with consortium partners BAM Nuttall, Laing O’Rourke, and Atkins.
148. https://www.mk.co.kr/en/stock/12015881 - * EY Hanyoung hosted the 'EY Hanyoung Energy Conference' at the Oakwood Premier COEX Center in Seoul on the 10th. * The conference focused on 'Strategic Suggestions for the Expansion of the Small Modular Reactor (SMR) Market.' * SMRs are gaining attention as a next-generation energy solution amid increasing power demand, energy security concerns, and decarbonisation trends. * Speakers included experts from KAIST and EY, discussing market outlook, technological features, and supply chain structures. * The event aimed to examine global SMR trends, technology development, and strategies for domestic energy industry adaptation.
149. https://www.eastmidlandsbusinesslink.co.uk/mag/featured/rolls-royce-secures-uk-reactor-deal/ - * Rolls-Royce has secured a contract with Great British Energy – Nuclear to develop small modular reactors (SMRs) in the UK, supporting detailed design and early construction preparations at Wylfa. * The UK Government plans for three SMRs at Wylfa, as part of efforts to strengthen energy security and reduce reliance on fossil fuels. * The agreement enables Rolls-Royce to order long lead-time components, advancing the project's timeline. * Rolls-Royce’s reactor division is also engaged in projects outside the UK, including a project in the Czech Republic delivering up to 3GW of power. * The programme is expected to support skilled jobs and economic activity within the supply chain.
150. https://theglobaleconomics.com/2026/04/13/north-americas-ipo/ - * Madison Air Solutions plans an IPO targeting a valuation of approximately $13.2 billion, raising over $2.2 billion, to capitalise on AI infrastructure growth in North America. * The company specialises in ventilation, filtration, and cooling systems for hyperscale data centres, positioning itself within a high-growth niche. * Holtec International prepares for a major IPO exceeding $10 billion, focusing on small modular reactors (SMRs) as part of its expansion in nuclear energy. * The IPOs reflect a broader structural shift towards infrastructure supporting digitalisation and low-carbon energy, driven by demand from data centres and energy security concerns. * Investor interest is supported by strong institutional backing and global energy transition trends, highlighting opportunities in energy and industrial infrastructure sectors.
151. https://www.mediafax.ro/stirile-zilei/calea-de-urmat-este-clara-ursula-von-der-leyen-mesaj-de-ultima-ora-in-criza-energetica-23719462 - * Ursula von der Leyen discusses immediate and long-term energy strategies during EUCO meeting. * She highlights nuclear power and renewables as the path to reduce dependence on fossil fuels. * Von der Leyen criticises the previous EU decision to reduce nuclear energy role as a strategic mistake. * Advocates a combined nuclear and renewable energy system supported by storage and modern networks. * EU has launched a new strategy for SMRs aiming for deployment by early 2030s, with financial support and research investments.
152. https://www.sanjuandailystar.com/post/northeast-states-set-big-climate-goals-now-those-plans-are-in-trouble - * Several Northeastern states are scaling back or rethinking their climate plans due to missed emissions targets and high electricity costs. * New York's goal to cut emissions by 2030 is now considered 'unattainable' by Gov. Kathy Hochul. * Rhode Island proposed delaying renewable energy deadlines to 2050, citing cost concerns. * Offshore wind projects have faced delays due to federal opposition and rising costs. * High electricity prices, reliance on natural gas, and new fossil fuel infrastructure restrictions have challenged clean energy progress. * Governors are now considering expanding nuclear power as part of energy diversification efforts.
153. https://www.placenorthwest.co.uk/landmark-moment-as-great-british-energy-progresses-2-6bn-wylfa-smr/ - * The Department for Energy Security and Net Zero signed a contract with Rolls-Royce for site preparation at Wylfa, Anglesey. * The project involves developing the UK’s first small modular reactor (SMR) nuclear plant in the UK. * The programme received a £2.6bn government commitment and up to £599m from the National Wealth Fund. * The plant is expected to be operational in the mid-2030s and supply power to approximately 3 million homes.
154. https://www.eastmidlandsbusinesslink.co.uk/mag/featured/rolls-royce-secures-uk-reactor-deal/ - * Rolls-Royce has secured a contract with Great British Energy – Nuclear to develop small modular reactors in the UK. * The agreement supports design work and preparations for construction at Wylfa, North Wales. * The UK Government plans to build three small modular reactors at Wylfa as part of a broader energy security strategy. * The project aims to expand low-carbon energy, reduce reliance on fossil fuels, and support domestic industry. * Rolls-Royce’s reactor division is also engaged in projects in the Czech Republic and Europe. * The programme is expected to create skilled jobs and contribute to economic activity.
155. https://letsdatascience.com/news/china-deploys-nuclear-power-to-fuel-ai-growth-a471f22a - * China’s energy policy aligns with AI ambitions through deployment of SMRs. * The global SMR market is expected to expand by the 2030s, with China’s Linglong One operational. * Low-carbon nuclear power positions Chinese data-centre operators and cloud providers for AI infrastructure. * Factors influencing rollout include costs, regulations, safety, and public acceptance, as well as grid interconnection and operational resilience. * The article discusses strategic energy planning related to nuclear power within the context of AI development.
156. https://vajiraoias.com/current-affairs/english/prototype-fast-breeder-reactor/ - * India attains first criticality of its Prototype Fast Breeder Reactor (PFBR) on 6 April 2026 at Kalpakkam, Tamil Nadu. * The reactor has a capacity of 500 MWe and marks India’s entry into Stage 2 of its nuclear programme. * This development positions India as the second country after Russia to operate a commercial Fast Breeder Reactor. * The achievement supports India’s broader energy security and clean energy transition, with strategic and technological significance. * The PFBR's realisation is part of India’s three-stage nuclear energy programme, advancing from Stage 1 (PHWRs) to Stage 3 (thorium-based reactors).
157. https://www.cityam.com/rachel-reeves-wealth-fund-pumps-600m-into-rolls-royce-smr/ - * The National Wealth Fund announced a £599m financing package for Rolls-Royce SMR. * The funding aims to de-risk the project and attract additional investment. * The project will create around a thousand jobs and produce 470 MW of low-carbon electricity. * Rolls-Royce SMR is a partnership with Czech company CEZ. * The investment supports the UK government’s drive for clean energy and energy security. * The project is part of the government’s £2.6bn commitment in the 2025 Spending Review.
158. https://www.energyvoice.com/renewables-energy-transition/nuclear/595642/gb-energy-nuclear-smr-rolls-royce/ - * GB Energy – Nuclear (GBE‑N) signs a contract with Rolls‑Royce to deliver UK’s first small modular reactors (SMRs). * The contract marks the start of design activities, site-specific planning, and regulatory engagement. * The project is supported by the UK government, which allocated £2.6 billion for SMR programmes in 2025. * First SMR project aims to support around 3,000 jobs at peak construction. * The government plans for a new nuclear power plant by the mid-2030s, with the global SMR market projected to reach nearly £500bn by 2050.
159. https://www.energyvoice.com/renewables-energy-transition/nuclear/595642/gb-energy-nuclear-smr-rolls-royce/ - * GB Energy – Nuclear (GBE-N) has signed a contract with Rolls-Royce for the UK’s first small modular reactors (SMRs). * The contract marks the start of design activities, regulatory engagement, and planning, with a future final investment decision. * The project is expected to support around 3,000 jobs during construction and benefit the UK supply chain. * The UK government allocated £2.6 billion in 2025 to deliver the SMR programme. * The UK aims to deliver a new nuclear power plant by the mid-2030s, with the global SMR market projected to reach nearly £500bn by 2050.
160. https://www.thenewslens.com/article/266495 - * Japan releases strategic oil reserves and stabilises supply amid Gulf of Hormuz crisis. * The government relaxes restrictions on coal-fired power plants and boosts alternative energy procurement. * Japan enhances diplomatic negotiations and international cooperation on energy security. * The crisis prompts Japan to prioritise nuclear energy, accelerating plant restarts and research. * Policy adjustments aim to build a resilient and diversified energy system, integrating nuclear with renewables.
161. https://www.eco-business.com/news/qa-if-you-are-in-the-business-of-peace-you-must-talk-to-those-who-are-at-war/ - * The diplomat discusses their deployment at Zaporizhzhia during the Ukraine conflict and negotiations for ceasefire agreements. * Emphasises the importance of nuclear power for energy security, especially in Central and Eastern Europe. * Comments on the challenges of energy transition, dependence on fossil fuels, and the role of nuclear and renewables. * Addresses reforms needed in the UN Security Council and UN climate governance. * Advocates for integrated energy mixes and nuclear safety, and reflects on nuclear proliferation and global risks.
162. https://etownian.com/main/news/europe-turning-back-to-nuclear/ - * European countries are reconsidering nuclear power amid ongoing energy crises and geopolitical tensions. * Discussions are driven by the need for clean, renewable, and independent energy sources. * Germany is beginning to repeals bans on nuclear energy and restore facilities. * The debate is influenced by past nuclear accidents and current economic concerns about costs. * French President Macron advocates for nuclear energy, leading Europe to reflect on its previous stance.
163. https://shalemag.com/nrc-advanced-reactor-framework/ - * The Nuclear Regulatory Commission (NRC) finalised 10 CFR Part 53 in March 2026, marking a significant regulatory change in the US nuclear industry. * The new framework shifts from prescriptive rules to a performance-based, risk-informed system, enabling licensing of advanced reactor designs including small modular reactors (SMRs) and non-light-water reactors. * It aims to reduce licensing costs by 20-30% and shorten approval times, facilitating deployment and boosting domestic manufacturing. * The framework introduces staged applications and probabilistic risk assessments, allowing tailored safety and security requirements based on actual risk profiles. * It positions the US to regain competitiveness in global nuclear exports and supports energy security by enabling modern, resilient, low-carbon nuclear power solutions.
164. https://shalemag.com/diablo-canyon-extension/ - * The NRC approved a 20-year license renewal for Diablo Canyon Power Plant on April 3, 2026, allowing operation until 2045. * The plant, located in California, supplies 10% of the state's electricity and 16% of its zero-carbon power. * California law, Senate Bill 846, limits the plant’s operation to 2030, creating a regulatory gap. * The federal review confirmed the plant's safety, supporting national energy security goals. * The state's push for clean energy by 2045 complicates the future of nuclear dependency in California.
165. https://www.fool.com/investing/2026/04/12/is-x-energy-a-millionaire-maker-stock/ - * X-Energy is planning an IPO under the NASDAQ ticker XE, with shares not yet available. * The company has filed a draft registration with the SEC, indicating plans for public offering. * It has attracted funding and partnerships from Amazon, Dow, and others, with projects involving SMRs. * X-Energy develops the Xe-100 reactor, a high-temperature helium-cooled design that aims to be safer and versatile. * The company's prospects are driven by its technology, partnerships, and the potential SMR market valued at $2.3 trillion by 2050, but risks include regulatory delays and competition.
166. https://www.larazon.es/tecnologia-consumo/barcos-navegan-25-anos-combustible-microrreactor-nuclear-hace-posible_2026041269db8f1db7e0a27eb994e316.html - * Ampera, a US-based company specialising in compact atomic energy, proposes installing microreactors in ships for zero-emission, long-term operation. * A US shipping company has committed ten million dollars to accelerate development. * The system uses a containe...
167. https://www.ad-hoc-news.de/boerse/news/ueberblick/pge-polska-grupa-energetyczna-stock-plpge0000077-does-its-energy/69132818 - * PGE is Poland's largest power utility, transitioning from coal to renewables, including offshore wind and nuclear. * Its business model combines coal-based generation with growing renewable and distribution segments. * The company aims for net-zero emissions by 2050, supported by EU green funding and strategic partnerships. * Risks include coal phase-out costs, regulatory uncertainty, currency fluctuation, and execution delays. * PGE provides indirect exposure for US investors to Europe's green energy boom, with dividends and diversification benefits.
168. https://skillings.net/wyomings-uranium-renaissance-myriad-copper-mountain-update-april-11th-2026/ - * Myriad Uranium doubled its land holdings at Copper Mountain, Wyoming, from 9,439 to 18,351 acres in 2026. * Modern assays indicate uranium grades are 50-60% higher than historical estimates, with resource confirmation at depths of 1,495 feet. * The project has a district endowment estimate of 655 million pounds of uranium based on US DOE studies. * Technical phenomena called radiometric disequilibrium suggest actual uranium content is significantly higher than previous radioactivity-based estimates. * Wyoming’s infrastructure and supportive regulatory environment position Copper Mountain as a key project for US energy security amid geopolitical tensions.
169. https://organiser.org/2026/04/12/348296/bharat/nuclear-leap-bharats-pfbr-signals-new-era-of-energy-independence/ - * Bharat’s indigenously designed Prototype Fast Breeder Reactor (PFBR) at Kalpakkam reached first criticality on 6th April 2026. * The reactor is a 500 MWe fast breeder reactor built by Bharatiya Nabhikiya Vidyut Nigam Limited (BHAVINI) in Tamil Nadu. * This achievement moves Bharat into the second stage of its three-stage nuclear power programme, with implications for thorium use. * Bharat is now only the second country, after Russia, to operate a commercial fast-breeder reactor. * The milestone supports Bharat’s long-term strategy for sustainable, low-carbon energy and its goal of net zero emissions by 2070.
170. https://www.zerohedge.com/energy/indias-nuclear-bet-starting-pay - * India's fast breeder reactor in Tamil Nadu reached criticality in March 2023, making it the world's second commercial plant of its kind. * The plant is expected to generate 500 megawatts of carbon-free electricity, supporting India's target of 100 gigawatts of nuclear capacity by 2047. * The achievement is seen as a significant step for India's nuclear programme and energy security, enabling reduced uranium imports and potential use of domestic thorium reserves. * India’s nuclear energy currently accounts for 2% of its energy mix, with nuclear as part of its decarbonization strategy. * Experts suggest India’s energy strategy may need to evolve from ad hoc supply-focused approaches to a more targeted, system-wide planning.
171. https://www.ad-hoc-news.de/boerse/news/ueberblick/uranium-energy-powers-up-second-us-mine-as-supply-squeeze-looms/69131280 - * Uranium Energy Corp. starts production at its Texas mine, the first new US uranium mine in over a decade, in 2026. * The Texas site, part of the Burke Hollow project, reflects a 14-year development process and has significant future potential. * The company operates two active US uranium recovery platforms, including Christensen Ranch in Wyoming. * Market conditions show uranium prices stabilising around $84 per pound amidst geopolitical tensions and supply concerns. * US government policy classifies uranium as a critical mineral and allocates $2.7 billion to expand domestic uranium capacity, supporting energy security and decarbonisation goals.
172. https://www.ad-hoc-news.de/boerse/news/ueberblick/uranium-energy-powers-up-second-us-mine-as-supply-squeeze-looms/69131280 - * Uranium Energy Corp. starts production at its Texas mine, the first in over a decade, contributing to increased domestic uranium supply. * The Burke Hollow project commenced after a 14-year development period; processing occurs at Hobson plant with 4 million pounds annual capacity. * The development coincides with volatile market prices, which have stabilised around $84 per pound after surges past $100. * US policy classifies uranium as a critical mineral, with $2.7 billion committed to expanding domestic uranium capacity. * Analysts reaffirm a 'Strong Buy' consensus, supported by operational progress and long-term supply-demand fundamentals.
173. https://www.ilgiornale.it/news/politica-economica/santo-graal-dell-energia-l-evento-giornale-e-moneta-ministro-2650341.html - • An event on global energy crisis and nuclear energy responses scheduled for 20 April in Milan, at Fondazione Feltrinelli. • Features discussions with Minister Gilberto Pichetto Fratin on domestically advancing nuclear laws and energy strategies. • Includes panels on innovation in energy, geopolitical impacts, and nuclear fusion research. • Organised by Il Giornale and Moneta with partners A2A, Acea, Enel, Eni, Fincantieri, and Renexia. • Attracts prominent industry leaders and experts, focusing on nuclear energy within broader energy transition frameworks.
174. https://blogforiowa.com/2026/04/12/small-modular-reactors-and-iowa/ - * Small Modular Reactors (SMRs) are designed to be factory-built to streamline construction and address worker training issues. * Iowa discusses potential SMR projects at the Duane Arnold Energy Center, with legislative support for nuclear energy projects. * Construction delays in U.S. nuclear plants are partly due to regulatory variation and a shortage of experienced workers. * The federal government’s role is critical in advancing SMRs, and regulations are evolving but remain a barrier. * Historical nuclear legacy and safety concerns influence public trust and project development in the U.S.
175. https://skillings.net/saskatchewan-uranium-paladins-triple-r-deposit-vs-legal-headwinds-april-11th-2026/ - * Paladin Energy targets a 2027 FID for the Triple R uranium deposit in Saskatchewan's Athabasca Basin. * The project’s timeline has lengthened due to legal challenges from the Métis Nation and regulatory reviews. * The Triple R deposit is a basement-hosted, shallow, high-grade uranium project with 93.7 million pounds of probable reserves. * The project faces legal headwinds from Métis legal challenge and federal licensing delays by CNSC. * The global uranium market is experiencing a supply-demand gap driven by energy transition policies and geopolitical shifts.
176. https://africa.businessinsider.com/local/markets/egypt-and-russia-race-to-build-a-dollar30-billion-nuclear-project/kw3z6xb - • Egypt and Russia's bilateral cooperation aims to build a nuclear power plant near El Dabaa, with a project cost of $30 billion. • Construction is planned to include four 1.2-gigawatt reactors, expected to generate over 10% of Egypt's electricity. • The project, initiated in 2015, faced schedule adjustments but remains on track, with test run goals of 2022 and commissioning by 2026. • Discussions focus on expediting implementation and technical coordination. • The plant will increase Egypt's power capacity by 4,800 MW, supporting its energy diversification strategy.
177. https://www.mk.co.kr/en/contributors/12014814 - * The article discusses changing theories on oil dominance and the geopolitical battle over oil resources, linked to US-Iran tensions. * It highlights Korea's vulnerability due to reliance on oil and gas, especially LNG, amid geopolitical conflicts. * The article advocates reducing dependence on Middle East gas and coal power, replacing them with nuclear and renewable energy. * It emphasises the need for strategic expansion of nuclear power and renewable energy, along with innovations like green hydrogen and SMR. * It calls for energy conservation measures, integration of AI in power systems, and domestic resource development to improve energy independence.
178. https://e24.no/energi-og-klima/i/zOlLK1/energisjokket-europa-kan-veldig-fort-bli-taperen - * The Iran-krigen and Ukraine-krisen accelerate global energy transition away from oil and gas. * Experts believe Europe risks falling behind if it does not develop a long-term energy strategy, especially due to dependence on imported gas. * Increased focus on renewable energy, nuclear power, and coal is seen as a potential response. * Gass prices in Europe have doubled post Iran-krigen, with possible higher prices if disruptions continue. * Energy security concerns may lead to increased investment in domestic renewable and nuclear energy by 2030.
179. https://www.sentinelassam.com/more-news/business/india-plans-major-nuclear-boost-targets-100-gw-by-2047-report - * India sets a target to reach at least 100 GW of nuclear power capacity by 2047, coinciding with its centenary of independence. * Current capacity is 8,780 MWe with plans to expand to 22 GW by the early 2030s. * The strategy includes developing large reactors, such as indigenous 700 MWe PHWRs, and smaller modular reactors like BSMRs and SMR-55 units. * A milestone was achieved in April 2026 with the operationalisation of the Prototype Fast Breeder Reactor at Kalpakkam. * The programme follows a three-stage strategy leveraging uranium and thorium resources for long-term energy security.
180. 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.
181. 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.
182. 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.
183. 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.
184. 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.
185. 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.
186. 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.
187. 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.
188. 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.
189. 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.
190. 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.
191. 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.
192. 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.
193. 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.
194. 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.
195. 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.
196. 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.
197. 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.
198. 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.
199. 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.
200. 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.
201. 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.*
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.
207. 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.
208. 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.
209. 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.
210. 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.
211. 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.
212. 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.
213. 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.
214. 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.
215. 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.
216. 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.
217. 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.
218. 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.
219. 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.
220. 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.
221. 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.
222. 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.
223. 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.
224. 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.
225. 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.
226. 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.
227. 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.
228. 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.
229. 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.
230. 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.
231. 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.
232. 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.
233. 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.
234. 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.
235. 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.*
236. 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.
237. 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.
238. 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.
239. 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.
240. 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.
241. 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.
242. 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.
243. 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.
244. 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.
245. 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.
246. 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.
247. 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.
248. 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.
249. 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.
250. 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.
251. 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.
252. 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.
253. 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.
254. 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.
255. 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.
256. 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.
257. 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.
258. 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.
259. 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.
260. 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.
261. 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.
262. 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.*
263. 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.
264. 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.
265. 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.
266. 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.
267. 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.
268. 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.
269. 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.*
270. 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.
271. 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.
272. 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.
273. 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.*
274. 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.
275. 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.
276. 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.
277. 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.
278. 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.
279. 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.
280. 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.
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.
295. 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.
296. 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.
297. 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.
298. 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.
299. 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.
300. 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.
301. 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.
302. 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.
303. 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.*
304. 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.
305. 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.
306. 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.
307. 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.
308. 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.
309. 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.
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.
326. 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%.
327. 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.
328. 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.
329. 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.
330. 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.
331. 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.
332. 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.
333. 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.
334. 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.
335. 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.
336. 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.
337. 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.
338. 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.
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.*
346. 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.
347. 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.
348. 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.
349. 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.*
350. 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.*
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.
361. 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.
362. 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.']
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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.
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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.
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.*
414. 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.
415. 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.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.
426. 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.
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.
440. 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.
441. 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.
442. 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.
443. 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.']
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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.
472. 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.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.
483. 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)."]
484. 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.
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.