Commodities Report: Uranium futures | 2026-04-25 06:44 UTC [QJMX] | Bullish | tightening

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1. https://www.observer24.com.na/why-social-impact-assessment-must-guide-namibias-extractive-future/ - An article argues that Namibia requires standalone, rigorous social impact assessments (SIA) to manage the social dimensions of its extractive resurgence, citing the Leonardville uranium project in the Omaheke region as a case study. The author contends that current Environmental Impact Assessments (EIA) are insufficient for evaluating risks to transboundary aquifers and community livelihoods. The piece emphasises that SIA should be standard practice to ensure development does not externalise risk onto vulnerable populations, particularly in water-scarce areas, rather than treating it as a procedural formality.
2. https://cryptobriefing.com/iran-shifts-to-nuclear-deterrence-us-iran-deal-by-april-30-unlikely/ - Iran has recalibrated its strategy toward nuclear deterrence as a means of regime survival, significantly reducing the likelihood of a US-Iran nuclear deal by April 30. The probability of such an agreement has collapsed to 6.8%, down from 68% a week ago, following Operation Rising Lion which impaired Iran's nuclear potential. Traders remain skeptical of a formal agreement in the next six days, with enriched uranium surrender odds at 6.2%. While the December 31 market sits at 41.5%, the immediate outlook remains negative for a near-term resolution.
3. https://www.zerohedge.com/energy/oklo-nvidia-and-los-alamos-working-plutonium-powered-ai - Oklo announced an agreement with NVIDIA and Los Alamos National Laboratory to advance nuclear infrastructure, AI-enabled research, and nuclear fuel development. The partnership aims to accelerate resilient energy deployment supporting the federal Genesis Mission. Initial projects include AI models for fuel validation and plutonium-bearing fuel fabrication. Oklo, which has secured prepayments from Meta and completed construction at its Texas site, holds approximately $2.5 billion in cash. HSBC initiated coverage with a Buy rating and $96 price target.
4. https://www.zerohedge.com/energy/oklo-nvidia-and-los-alamos-working-plutonium-powered-ai - Oklo announced an agreement with NVIDIA and Los Alamos National Laboratory to advance nuclear infrastructure, AI-enabled research, and nuclear fuel development. The partnership aims to accelerate resilient energy deployment supporting the federal Genesis Mission. Initial projects include AI models for fuel validation and plutonium-bearing fuel fabrication. Oklo, which has secured prepayments from Meta and completed construction at its Texas site, holds approximately $2.5 billion in cash. HSBC initiated coverage with a Buy rating and $96 price target.
5. https://www.marketbeat.com/instant-alerts/encore-energy-names-rich-little-ceo-as-william-sheriff-returns-as-executive-chairman-eyes-permitting-push-2026-04-24/ - enCore Energy appointed Rich Little as CEO and William Sheriff as Executive Chairman following a board decision. Little, a petroleum engineer with experience at Halliburton and Ajax Resources, began his role on Monday, focusing on business plan details and operational efficiencies. Sheriff highlighted priorities including permitting, cost reduction, and investor communication. The company plans to meet investors in major cities and attend the Canaccord conference in May. Management intends to stay domestic for M&A activities while addressing permitting challenges for its uranium in-situ recovery assets.
6. https://news.google.com/rss/articles/CBMisAFBVV95cUxPNkJsYzZpWC03TWVmeHhOY3l2cF9neFBncWFnQXdjS2JxdHdFakdKU2kzOUVHY09JOTlkdHNRNi13LUYwa2dPaWdFOUwyMjYtczRVNEpvMzFDT0ZrZGlTREFVcjZabjJZWFl4VDE0T2dqU2JuODltQm82SlVEOTFzY19GTmNCU2FIWnpvUnJCRnl4QlJOUm5KSlRpMzlzQ1NNWk1xOUpSbnR0UU0yMVFUVw?oc=5&hl=en-US&gl=US&ceid=US:en - Signatories of the nuclear non-proliferation treaty (NPT) are meeting at the UN as hopes for an agreement fade amidst soaring tensions between nuclear powers. The summit faces potential deal-breakers including the war in Ukraine, Iran's nuclear program, and North Korea's developing arsenal. UN officials warn that the erosion of trust and lack of bilateral arms control agreements between major nuclear states could cause the treaty to unravel over time. The nine nuclear-armed states collectively possess over 12,000 warheads, with the US and Russia holding nearly 90% of the global total.
7. https://www.kbsi23.com/news/mayor-encourages-public-comment-on-doe-proposal-for-advanced-nuclear-reactors/ - Paducah Mayor George Bray urges residents to submit comments on a U.S. Department of Energy proposal for a categorical exclusion regarding advanced nuclear reactors. The proposal, linked to Executive Order 14301, seeks to expedite environmental reviews for reactor activities including siting and construction. The public comment period remains open until March 4 via the DOE portal.
8. https://tribune.net.ph/2026/04/24/cojuangco-pushes-nuclear-shift-amid-oil-crisis - Cojuangco advocates for accelerating nuclear energy adoption to address global oil shocks and volatile prices. The proposal outlines funding mechanisms and development pathways, estimating electricity costs could drop to P5 per kilowatt-hour from current levels of P13.82. This shift aims to reduce dependence on imported coal and liquefied natural gas, save foreign exchange, and create jobs. ALPAS Pinas convenor Gayle Certeza supports the move, citing existing infrastructure like the Philippine Nuclear Power Plant in Bataan. Cojuangco emphasises government operation of nuclear facilities to ensure state control during the energy transition.
9. https://hotnews.ro/la-40-de-ani-de-la-cernobil-din-ce-in-ce-mai-multe-tari-se-indreapta-spre-energia-nucleara-2228696 - Forty years after the Chernobyl disaster, global nuclear energy is experiencing a resurgence driven by the need for reliable, low-carbon power amid geopolitical conflicts. Over 400 reactors operate in 31 countries, with approximately 70 under construction. The US aims to quadruple capacity by 2050, while China leads new unit construction. The European Union, acknowledging a past strategic error, is developing Small Modular Reactors to reduce fossil fuel dependence. Key figures include Fatih Birol of the IEA and Ursula von der Leyen of the EU Commission.
10. https://fortune.com/2026/04/24/asia-is-turning-to-coal-in-the-iran-crisis-but-nuclear-power-will-be-the-real-endgame/ - The closure of the Strait of Hormuz has triggered an energy shock across Asia, prompting countries like the Philippines, Japan, Thailand, and South Korea to temporarily increase coal usage to stabilise power supplies. While this represents a short-term reliance on fossil fuels, the article argues that nuclear power remains the critical long-term solution for providing reliable baseload electricity and reducing exposure to volatile global energy markets. Governments are urged to accelerate clean energy transitions through grid modernisation, cross-border trade, and robust regulatory frameworks to ensure energy security.
11. https://hotnews.ro/la-40-de-ani-de-la-cernobil-din-ce-in-ce-mai-multe-tari-se-indreapta-spre-energia-nucleara-2228696 - Forty years after the Chernobyl disaster, global nuclear energy is experiencing a resurgence driven by the need for reliable, low-carbon power amid geopolitical conflicts. Over 400 reactors operate in 31 countries, with approximately 70 under construction. The US aims to quadruple capacity by 2050, while China leads new unit construction. The European Union, acknowledging a past strategic error, is developing Small Modular Reactors to reduce fossil fuel dependence. Key figures include Fatih Birol of the IEA and Ursula von der Leyen of the EU Commission.
12. https://readthejoe.com/business/doe-launches-nuclear-dominance-program-to-secure-domestic-fuel-by-2033/ - The Department of Energy's Defense Production Act Nuclear Fuel Cycle Consortium launched the 'Nuclear Dominance — 3 by 33' initiative with over 90 industry partners to secure a reliable US nuclear supply chain by 2033. Driven by AI data center power demands, the program targets uranium milling, enrichment, fabrication, and recycling. Key partners include Google, NextEra Energy, Microsoft, Westinghouse, Brookfield Asset Management, and Cameco. The initiative aims to build a cost-competitive domestic supply chain, accelerate advanced reactor deployment, and align financing and workforce development through 60-day sprints to address historical supply chain vulnerabilities.
13. https://www.krtv.com/news/military-matters/malmstrom-air-force-base-selected-as-potential-location-to-site-nuclear-microreactors - The Department of the Air Force, with the Defense Innovation Unit, selected Malmstrom Air Force Base in Montana to potentially host a nuclear microreactor. This is part of the Advanced Nuclear Power for Installations initiative, which also includes Buckley Space Force Base and Joint Base San Antonio. Westinghouse Government Services was chosen to develop and operate the reactor at Malmstrom. The goal is to have at least one advanced nuclear reactor operational on a Department of the Air Force installation by 2030 to ensure energy resilience for national security missions.
14. https://readthejoe.com/business/doe-launches-nuclear-dominance-program-to-secure-domestic-fuel-by-2033/ - The Department of Energy's Defense Production Act Nuclear Fuel Cycle Consortium launched the 'Nuclear Dominance — 3 by 33' initiative with over 90 industry partners to secure a reliable US nuclear supply chain by 2033. Driven by AI data center power demands, the program targets uranium milling, enrichment, fabrication, and recycling. Key partners include Google, NextEra Energy, Microsoft, Westinghouse, Brookfield Asset Management, and Cameco. The initiative aims to build a cost-competitive domestic supply chain, accelerate advanced reactor deployment, and align financing and workforce development through 60-day sprints to address historical supply chain vulnerabilities.
15. https://thenextweb.com/news/x-energy-ipo-billion-nuclear-ai-data-centres - X-Energy raised $1.02 billion in the largest nuclear IPO on record, pricing shares at $23 on the Nasdaq. The offering was 15 times oversubscribed, with shares opening 31% higher to imply a $12 billion market capitalisation. Amazon committed to purchasing up to 5 GW of power by 2039, alongside agreements from Dow Chemical and Centrica. This follows a failed $1 billion SPAC merger in 2023. The company's Xe-100 reactor design has received regulatory support, including a construction permit application accepted in May 2025 for a project in Texas.
16. https://www.jdsupra.com/legalnews/u-s-issues-guidance-for-american-space-3227304/ - On April 14, 2026, the White House Office of Science and Technology Policy issued National Security and Technology Memorandum-3 establishing the National Initiative for American Space Nuclear Power. The initiative implements President Trump's Executive Order 14369 to accelerate space-based nuclear power systems. NASA, the Department of War, the Department of Energy, and OSTP will collaborate with the private sector. NASA targets mid-power reactor deployment by 2030, while the Department of War aims for 2031. The program utilizes competitive vendor programs and firm fixed-price contracts, subject to Bayh-Dole Act patent ownership provisions.
17. https://www.ans.org/news/2026-04-24/article-7978/chernobyl-at-40-years-looking-back-at-nuclear-news/ - The article reviews the 40-year legacy of the 1986 Chernobyl nuclear disaster in Ukraine. It details the initial accident, subsequent evacuations, and the long-term decommissioning efforts, including the construction of the New Safe Confinement. The text notes that while the site remains a symbol of nuclear risk, public support for nuclear power is rising globally. Recent events include a 2025 drone strike damaging the New Safe Confinement during the Russia-Ukraine war, complicating cleanup operations.
18. https://readthejoe.com/business/doe-launches-nuclear-dominance-program-to-secure-domestic-fuel-by-2033/ - The Department of Energy's Defense Production Act Nuclear Fuel Cycle Consortium launched the 'Nuclear Dominance — 3 by 33' initiative with over 90 industry partners to secure a reliable US nuclear supply chain by 2033. Driven by AI data center power demands, the program targets uranium milling, enrichment, fabrication, and recycling. Key partners include Google, NextEra Energy, Microsoft, Westinghouse, Brookfield Asset Management, and Cameco. The initiative aims to build a cost-competitive domestic supply chain, accelerate advanced reactor deployment, and align financing and workforce development through 60-day sprints to address historical supply chain vulnerabilities.
19. https://energiesmedia.com/eagle-nuclear-energy-aurora-uranium-development/ - Eagle Nuclear Energy Corp. reported in its Q1-2026 update that the Aurora uranium project is progressing through the development pipeline via a planned multi-hole drilling program. The company, which holds the largest conventional measured and indicated uranium deposit in the United States, aims to complete a Pre-Feasibility Study (PFS) with 47 drill holes. This technical work focuses on validating feasibility and economics rather than construction or production. The project remains in the assessment phase with no formal permitting or regulatory approvals granted yet.
20. https://www.krtv.com/news/military-matters/malmstrom-air-force-base-selected-as-potential-location-to-site-nuclear-microreactors - The Department of the Air Force, with the Defense Innovation Unit, selected Malmstrom Air Force Base in Montana to potentially host a nuclear microreactor. This is part of the Advanced Nuclear Power for Installations initiative, which also includes Buckley Space Force Base and Joint Base San Antonio. Westinghouse Government Services was chosen to develop and operate the reactor at Malmstrom. The goal is to have at least one advanced nuclear reactor operational on a Department of the Air Force installation by 2030 to ensure energy resilience for national security missions.
21. https://readthejoe.com/business/doe-launches-nuclear-dominance-program-to-secure-domestic-fuel-by-2033/ - The Department of Energy's Defense Production Act Nuclear Fuel Cycle Consortium launched the 'Nuclear Dominance — 3 by 33' initiative with over 90 industry partners to secure a reliable US nuclear supply chain by 2033. Driven by AI data center power demands, the program targets uranium milling, enrichment, fabrication, and recycling. Key partners include Google, NextEra Energy, Microsoft, Westinghouse, Brookfield Asset Management, and Cameco. The initiative aims to build a cost-competitive domestic supply chain, accelerate advanced reactor deployment, and align financing and workforce development through 60-day sprints to address historical supply chain vulnerabilities.
22. https://www.krtv.com/news/military-matters/malmstrom-air-force-base-selected-as-potential-location-to-site-nuclear-microreactors - The Department of the Air Force, with the Defense Innovation Unit, selected Malmstrom Air Force Base in Montana to potentially host a nuclear microreactor. This is part of the Advanced Nuclear Power for Installations initiative, which also includes Buckley Space Force Base and Joint Base San Antonio. Westinghouse Government Services was chosen to develop and operate the reactor at Malmstrom. The goal is to have at least one advanced nuclear reactor operational on a Department of the Air Force installation by 2030 to ensure energy resilience for national security missions.
23. https://skillings.net/uranium-price-forecast-2026-why-150-lb-is-back-on-the-table/ - Skillings forecasts uranium prices could reach $150 per pound in 2026-2027 due to supply constraints and rising demand. Key factors include an estimated 8 million pound shortfall from Kazatomprom, thin spot market float, and increased electricity demand from AI data centers driving nuclear restarts and new builds. The analysis suggests higher prices are necessary to incentivize marginal supply development and ration discretionary demand.
24. https://skillings.net/uranium-price-forecast-2026-why-150-lb-is-back-on-the-table/ - Skillings forecasts uranium prices could reach $150 per pound in 2026-2027 due to supply constraints and rising demand. Key factors include an estimated 8 million pound shortfall from Kazatomprom, thin spot market float, and increased electricity demand from AI data centers driving nuclear restarts and new builds. The analysis suggests higher prices are necessary to incentivize marginal supply development and ration discretionary demand.
25. https://skillings.net/uranium-price-forecast-2026-why-150-lb-is-back-on-the-table/ - Skillings forecasts uranium prices could reach $150 per pound in 2026-2027 due to supply constraints and rising demand. Key factors include an estimated 8 million pound shortfall from Kazatomprom, thin spot market float, and increased electricity demand from AI data centers driving nuclear restarts and new builds. The analysis suggests higher prices are necessary to incentivize marginal supply development and ration discretionary demand.
26. https://oilprice.com/Latest-Energy-News/World-News/IEAs-Birol-Says-Iran-War-Will-Permanently-Cut-Into-Future-Oil-Demand.html - International Energy Agency chief Fatih Birol stated that the conflict in Iran has permanently altered the fossil fuel industry, accelerating a shift towards renewables, nuclear power, and electrification at the expense of oil demand. Speaking to The Guardian, Birol warned that damage to confidence in fossil fuel security is irreversible, prompting countries exposed to Strait of Hormuz disruptions to rethink their energy strategies. He cautioned the UK that North Sea drilling plans would not provide immediate benefits or significantly address the current crisis. While JPMorgan and Goldman Sachs argue the situation reflects supply shortages rather than a systemic retreat, Birol emphasised that geopolitical risks will permanently reshape global energy markets.
27. https://www.eenews.net/articles/nrc-proposed-rule-aims-for-speedier-microreactor-licensing/ - The Nuclear Regulatory Commission proposed a rule on Friday to streamline licensing for microreactors, aiming to issue operator licenses within six months to a year. The framework targets rapid deployment of small advanced reactors to meet surging power demand. Projects meeting specific conditions could be exempt from certain National Environmental Policy Act requirements, potentially avoiding environmental assessments or impact statements.
28. https://www.enr.com/articles/62891-terrapower-begins-construction-on-first-us-commercial-scale-advanced-nuclear-reactor - TerraPower has commenced full construction of the Natrium advanced nuclear power plant in Kemmerer, Wyoming, following a U.S. Nuclear Regulatory Commission permit. The 345-MW project, backed by federal funding and developed with GE Vernova Hitachi Nuclear Energy, marks the first utility-scale advanced reactor build in the United States. Bechtel serves as the construction contractor, with a workforce of approximately 1,600 mobilized. The plant is expected to be operational by the end of the decade.
29. https://www.zerohedge.com/energy/fusion-energy-why-america-needs-own-its-technology - Helion Energy CEO David Kirtley and Director of Public Affairs Jackie Siebens warn that US fusion energy dominance is at risk due to reliance on foreign supply chains, particularly China, for critical components like tritium, magnets, and semiconductors. The companies are moving manufacturing in-house to mitigate these geopolitical vulnerabilities. The article argues that US leaders must prioritize domestic infrastructure development alongside research funding to ensure energy independence and strategic advantage in fusion technology.
30. https://www.eenews.net/articles/nrc-proposed-rule-aims-for-speedier-microreactor-licensing/ - The Nuclear Regulatory Commission proposed a rule on Friday to streamline licensing for microreactors, aiming to issue operator licenses within six months to a year. The framework targets rapid deployment of small advanced reactors to meet surging power demand. Projects meeting specific conditions could be exempt from certain National Environmental Policy Act requirements, potentially avoiding environmental assessments or impact statements.
31. https://www.enr.com/articles/62891-terrapower-begins-construction-on-first-us-commercial-scale-advanced-nuclear-reactor - TerraPower has commenced full construction of the Natrium advanced nuclear power plant in Kemmerer, Wyoming, following a U.S. Nuclear Regulatory Commission permit. The 345-MW project, backed by federal funding and developed with GE Vernova Hitachi Nuclear Energy, marks the first utility-scale advanced reactor build in the United States. Bechtel serves as the construction contractor, with a workforce of approximately 1,600 mobilized. The plant is expected to be operational by the end of the decade.
32. https://www.enr.com/articles/62891-terrapower-begins-construction-on-first-us-commercial-scale-advanced-nuclear-reactor - TerraPower has commenced full construction of the Natrium advanced nuclear power plant in Kemmerer, Wyoming, following a U.S. Nuclear Regulatory Commission permit. The 345-MW project, backed by federal funding and developed with GE Vernova Hitachi Nuclear Energy, marks the first utility-scale advanced reactor build in the United States. Bechtel serves as the construction contractor, with a workforce of approximately 1,600 mobilized. The plant is expected to be operational by the end of the decade.
33. https://taz.de/Russischer-Atomkonzern/!6173643/ - Rosatom, a Russian state-owned nuclear corporation, continues to expand its global footprint, constructing 41 reactors across 11 countries. The firm controls a significant portion of new reactor builds, uranium enrichment, and fuel elements. Despite Western sanctions on Russia, Rosatom remains untargeted due to European reliance on Russian uranium. The company integrates international suppliers and offers state-backed financing, creating long-term dependencies for partner nations. Critics highlight its dual-use nature, combining civil and military activities, and its role in geopolitical influence.
34. https://www.latimes.com/business/story/2026-04-23/nuclear-energy-is-having-global-revival-40-years-after-chernobyl - Nuclear power is experiencing a global resurgence forty years after the Chernobyl disaster, driven by energy security needs and climate goals. Over 400 reactors operate in 31 countries, with approximately 70 under construction. Key nations like the United States, China, and France are expanding capacity, while the European Union is reconsidering its phase-out policies. The International Energy Agency and International Atomic Energy Agency predict strong growth in the Americas, Europe, and Asia. Russia continues to export reactors, and Japan is restarting units following Fukushima. Despite past accidents, nuclear energy is viewed as essential for reliable, low-carbon electricity generation.
35. https://mezha.net/eng/bukvy/27fd4478_ukraine-s_un_envoy/ - Andriy Melnyk, Ukraine's UN Permanent Representative, called for coordinated international sanctions against Russia's nuclear sector at the UN General Assembly in New York. Speaking during the 40th anniversary of the Chernobyl disaster, Melnyk highlighted the occupation of the Zaporizhzhia Nuclear Power Plant and Russian strikes on Chernobyl. He demanded the immediate return of the Zaporizhzhia plant and support for restoring the Chernobyl shelter, warning that Russia's actions endanger global security.
36. https://www.ans.org/news/2026-04-24/article-7977/orano-signs-mou-with-trade-union-for-project-ike-construction/ - Orano has signed a memorandum of understanding with a trade union regarding the construction of Project Ike, a uranium enrichment facility in Oak Ridge, Tennessee. The facility, expected to employ over 1,000 workers, is planned to begin construction with operations starting in the early 2030s. Orano submitted its technical license application to the Nuclear Regulatory Commission on March 27, detailing plans to produce approximately 7.4 million separative work units annually using four separation building modules.
37. https://www.latimes.com/business/story/2026-04-23/nuclear-energy-is-having-global-revival-40-years-after-chernobyl - Nuclear power is experiencing a global resurgence forty years after the Chernobyl disaster, driven by energy security needs and climate goals. Over 400 reactors operate in 31 countries, with approximately 70 under construction. Key nations like the United States, China, and France are expanding capacity, while the European Union is reconsidering its phase-out policies. The International Energy Agency and International Atomic Energy Agency predict strong growth in the Americas, Europe, and Asia. Russia continues to export reactors, and Japan is restarting units following Fukushima. Despite past accidents, nuclear energy is viewed as essential for reliable, low-carbon electricity generation.
38. https://neutronbytes.com/2026/04/24/air-force-selects-three-microreactors-for-base-power/ - The Department of the Air Force, with the Defense Innovation Unit, selected Radiant Industries, Westinghouse Government Services, and Antares Nuclear to develop microreactors at Buckley Space Force Base, Malmstrom Air Force Base, and Joint Base San Antonio. The initiative aims to achieve energy resilience by operating at least one advanced nuclear reactor on an installation by 2030. Selected reactors utilize HALEU TRISO fuel and feature outlet temperatures between 650C and 750C. Next steps include siting and environmental analyses under the National Environmental Policy Act process.
39. https://neutronbytes.com/2026/04/24/air-force-selects-three-microreactors-for-base-power/ - The Department of the Air Force, with the Defense Innovation Unit, selected Radiant Industries, Westinghouse Government Services, and Antares Nuclear to develop microreactors at Buckley Space Force Base, Malmstrom Air Force Base, and Joint Base San Antonio. The initiative aims to achieve energy resilience by operating at least one advanced nuclear reactor on an installation by 2030. Selected reactors utilize HALEU TRISO fuel and feature outlet temperatures between 650C and 750C. Next steps include siting and environmental analyses under the National Environmental Policy Act process.
40. https://www.n-tv.de/wirtschaft/Ukraine-plant-massiven-Atom-Ausbau-Erzeugung-soll-sich-verdoppeln-id30752612.html - Ukraine has announced plans to double its nuclear energy generation capacity to 25 gigawatts by 2050. Energy Minister Denys Shmyhal stated that the Chmelnytskyi Nuclear Power Plant will receive four additional reactors. This initiative aims to form the basis of the country's new energy architecture, despite the ongoing Russian invasion and the occupation of the Zaporizhzhia Nuclear Power Plant since 2022.
41. https://www.etftrends.com/nuclear-energy-content-hub/state-level-policy-shifts-spark-nuclear-energy-investment-opportunities/ - State legislatures in the US are repealing decades-old nuclear moratoriums to bolster energy security and meet carbon-free power mandates. A landmark coalition of six New England governors supports existing plants and advanced reactor development. This legislative momentum provides a tailwind for the Range Nuclear Renaissance ETF (NUKZ), which offers exposure to the nuclear ecosystem including uranium miners and reactor engineers. Several states, including New Jersey, California, and Minnesota, are actively considering or enacting measures to remove barriers to nuclear development.
42. https://breakingdefense.com/2026/04/president-trump-should-secure-americas-nuclear-future-by-taking-weapons-out-of-doe/ - Former policy officials Franklin C. Miller and Frank A. Rose argue President Trump should remove the National Nuclear Security Administration from the Department of Energy to establish it as a standalone agency. They contend this structural change is essential for US national security amidst modernizing threats from Russia and China, aiming to improve accountability and funding clarity for nuclear deterrence.
43. https://neutronbytes.com/2026/04/24/air-force-selects-three-microreactors-for-base-power/ - The Department of the Air Force, with the Defense Innovation Unit, selected Radiant Industries, Westinghouse Government Services, and Antares Nuclear to develop microreactors at Buckley Space Force Base, Malmstrom Air Force Base, and Joint Base San Antonio. The initiative aims to achieve energy resilience by operating at least one advanced nuclear reactor on an installation by 2030. Selected reactors utilize HALEU TRISO fuel and feature outlet temperatures between 650C and 750C. Next steps include siting and environmental analyses under the National Environmental Policy Act process.
44. https://www.etftrends.com/nuclear-energy-content-hub/state-level-policy-shifts-spark-nuclear-energy-investment-opportunities/ - State legislatures in the US are repealing decades-old nuclear moratoriums to bolster energy security and meet carbon-free power mandates. A landmark coalition of six New England governors supports existing plants and advanced reactor development. This legislative momentum provides a tailwind for the Range Nuclear Renaissance ETF (NUKZ), which offers exposure to the nuclear ecosystem including uranium miners and reactor engineers. Several states, including New Jersey, California, and Minnesota, are actively considering or enacting measures to remove barriers to nuclear development.
45. https://en.interfax.com.ua/news/general/1162142.html - Serhiy Tarakanov, Director General of Chornobyl Nuclear Power Plant, stated at the Kyiv Security Forum that Russia must be removed from global nuclear markets. He argued that the occupation of Chornobyl in February 2022 violated fundamental security principles and exposed a crisis in the peaceful atom concept. Tarakanov emphasised the need to review legislation and create effective safeguards to prevent industry collapse due to fear of catastrophe.
46. https://cryptobriefing.com/eu-leaders-call-iran-sanctions-relief-premature-stalling-nuclear-talks/ - EU leaders stated that sanctions relief for Iran is premature, indicating a stall in nuclear negotiations. Market odds for an agreement ending uranium enrichment by April 30 dropped to 5%. The refusal to discuss sanctions relief suggests a diplomatic stalemate, making an agreement by the contract expiry date nearly closed without coordinated Western support. No new US OFAC guidance or State Department announcements have emerged.
47. https://en.interfax.com.ua/news/general/1162142.html - Serhiy Tarakanov, Director General of Chornobyl Nuclear Power Plant, stated at the Kyiv Security Forum that Russia must be removed from global nuclear markets. He argued that the occupation of Chornobyl in February 2022 violated fundamental security principles and exposed a crisis in the peaceful atom concept. Tarakanov emphasised the need to review legislation and create effective safeguards to prevent industry collapse due to fear of catastrophe.
48. https://cryptobriefing.com/eu-leaders-call-iran-sanctions-relief-premature-stalling-nuclear-talks/ - EU leaders stated that sanctions relief for Iran is premature, indicating a stall in nuclear negotiations. Market odds for an agreement ending uranium enrichment by April 30 dropped to 5%. The refusal to discuss sanctions relief suggests a diplomatic stalemate, making an agreement by the contract expiry date nearly closed without coordinated Western support. No new US OFAC guidance or State Department announcements have emerged.
49. https://oilprice.com/Energy/Energy-General/Central-Asias-Growth-Plans-Depend-on-a-New-Energy-Strategy.html - A report by the New Lines Institute for Strategy and Policy (NLI) published on April 23 states that Central Asia must reduce reliance on hydropower and increase wind, solar, and small modular nuclear energy to address electricity deficits. The analysis highlights that Kazakhstan, Kyrgyzstan, Tajikistan, and Uzbekistan lack sufficient power capacity for their digital economy ambitions. The NLI recommends scaling back mega-dam projects like Rogun and Kambarata-1 due to water-energy nexus challenges and financing delays, suggesting instead a focus on renewable sources and safer, water-efficient small modular reactors to support regional economic growth.
50. https://carboncredits.com/oklo-stock-jumps-15-as-nvidia-partnership-sparks-nuclear-ai-momentum/ - Oklo Inc. announced a strategic partnership with NVIDIA and Los Alamos National Laboratory to accelerate nuclear infrastructure development and AI-enabled research. The collaboration focuses on using AI to improve nuclear fuel safety and efficiency, connecting reactors with high-performance computing, and supporting data center energy needs. Oklo's stock rose approximately 15% to close at $72.41, with pre-market trading reaching $78.43, reflecting investor optimism regarding the convergence of nuclear energy and artificial intelligence.
51. https://lenews.ch/2026/04/24/swiss-commission-backs-construction-of-new-nuclear-power-plants/ - A Swiss parliamentary commission narrowly endorsed an amendment to the nuclear energy law allowing the construction of new nuclear power plants. By 13 votes to 12, the Committee for the Environment, Spatial Planning and Energy aligned with the Federal Council and Council of States to lift the ban introduced in the 2017 Energy Strategy. The commission argued for technological neutrality to ensure a reliable, low-carbon energy supply, though opponents warned of financial risks and planning uncertainty for renewables. New plants require financial security without state funding.
52. https://shalemag.com/state-nuclear-power-support-us-grid/ - Several US states are reversing decades of opposition to nuclear energy, aligning with federal initiatives to expand capacity. By November 2025, 11 governors joined the National Association of State Energy Officials' Advanced Nuclear First Mover Initiative. States including New York, Indiana, and Kentucky are co-leading efforts to accelerate advanced nuclear projects. Additionally, Wisconsin, Kentucky, Montana, West Virginia, and Illinois have lifted moratoria on nuclear development since 2016, while others discuss overturning bans. The Trump administration supports a target of 400 GW capacity by 2050, offering financial incentives through the Department of Energy to enhance grid reliability and decarbonization.
53. https://lenews.ch/2026/04/24/swiss-commission-backs-construction-of-new-nuclear-power-plants/ - A Swiss parliamentary commission narrowly endorsed an amendment to the nuclear energy law allowing the construction of new nuclear power plants. By 13 votes to 12, the Committee for the Environment, Spatial Planning and Energy aligned with the Federal Council and Council of States to lift the ban introduced in the 2017 Energy Strategy. The commission argued for technological neutrality to ensure a reliable, low-carbon energy supply, though opponents warned of financial risks and planning uncertainty for renewables. New plants require financial security without state funding.
54. https://shalemag.com/state-nuclear-power-support-us-grid/ - Several US states are reversing decades of opposition to nuclear energy, aligning with federal initiatives to expand capacity. By November 2025, 11 governors joined the National Association of State Energy Officials' Advanced Nuclear First Mover Initiative. States including New York, Indiana, and Kentucky are co-leading efforts to accelerate advanced nuclear projects. Additionally, Wisconsin, Kentucky, Montana, West Virginia, and Illinois have lifted moratoria on nuclear development since 2016, while others discuss overturning bans. The Trump administration supports a target of 400 GW capacity by 2050, offering financial incentives through the Department of Energy to enhance grid reliability and decarbonization.
55. https://www.skynewsarabia.com/world/1866010-%D8%AA%D8%B4%D9%8A%D8%B1%D9%86%D9%88%D8%A8%D9%84-%D8%A7%D9%84%D8%B9%D9%88%D8%AF%D8%A9-%D9%8A%D8%AB%D9%82-%D8%A7%D9%84%D8%B9%D8%A7%D9%84%D9%85-%D8%A8%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 - The global nuclear energy sector is experiencing renewed growth, with over 400 active reactors in 31 countries and approximately 70 under construction. Despite historical accidents at Chernobyl and Fukushima, advancements in safety technology and reduced costs are driving expansion. The International Energy Agency's Fatih Birol predicts significant growth in the Americas, Europe, and Asia. Major players include the United States, China, and Russia. The European Commission's Ursula von der Leyen acknowledged reducing nuclear reliance was a strategic error, prompting a return to nuclear energy alongside renewables. Ukraine relies heavily on nuclear power despite the ongoing war, while Japan has restarted 15 reactors post-Fukushima. Africa is also entering the market, with Egypt developing new projects. Rafael Grossi of the IAEA highlights nuclear power's essential role in providing reliable, low-carbon electricity.
56. https://www.northernminer.com/news/us-plans-sprints-in-uranium-output-reactor-builds/1003890365/ - The US Department of Energy intends to utilise the Defense Production Act of 1950 to accelerate domestic uranium fuel production and reactor construction by 2033. The 'Nuclear Dominance — 3 by 33' initiative involves a consortium of over 90 companies to reduce reliance on foreign suppliers, particularly Russia. The program includes short-term 60-day sprints to boost output, addressing a significant gap between domestic mine production and the requirements of the 94 operating US reactors. This strategy aligns with executive orders issued by the Trump administration to support nuclear energy growth.
57. https://www.northernminer.com/news/us-plans-sprints-in-uranium-output-reactor-builds/1003890365/ - The US Department of Energy intends to utilise the Defense Production Act of 1950 to accelerate domestic uranium fuel production and reactor construction by 2033. The 'Nuclear Dominance — 3 by 33' initiative involves a consortium of over 90 companies to reduce reliance on foreign suppliers, particularly Russia. The program includes short-term 60-day sprints to boost output, addressing a significant gap between domestic mine production and the requirements of the 94 operating US reactors. This strategy aligns with executive orders issued by the Trump administration to support nuclear energy growth.
58. https://www.northernminer.com/news/us-plans-sprints-in-uranium-output-reactor-builds/1003890365/ - The US Department of Energy intends to utilise the Defense Production Act of 1950 to accelerate domestic uranium fuel production and reactor construction by 2033. The 'Nuclear Dominance — 3 by 33' initiative involves a consortium of over 90 companies to reduce reliance on foreign suppliers, particularly Russia. The program includes short-term 60-day sprints to boost output, addressing a significant gap between domestic mine production and the requirements of the 94 operating US reactors. This strategy aligns with executive orders issued by the Trump administration to support nuclear energy growth.
59. https://www.northernminer.com/news/us-plans-sprints-in-uranium-output-reactor-builds/1003890365/ - The US Department of Energy intends to utilise the Defense Production Act of 1950 to accelerate domestic uranium fuel production and reactor construction by 2033. The 'Nuclear Dominance — 3 by 33' initiative involves a consortium of over 90 companies to reduce reliance on foreign suppliers, particularly Russia. The program includes short-term 60-day sprints to boost output, addressing a significant gap between domestic mine production and the requirements of the 94 operating US reactors. This strategy aligns with executive orders issued by the Trump administration to support nuclear energy growth.
60. https://www.mediapool.bg/rosatom-priklyuchi-opitno-doizgaryane-na-nai-opasnite-elementi-ot-otraboteno-gorivo-v-beloyarskata-aets-news382725.html - Rosatom completed a trial program for incinerating minor actinides from spent nuclear fuel at the Beloyarsk Nuclear Power Plant in Russia. Three MOX fuel cassettes containing americium-241 and neptunium-237 were loaded in summer 2024 into the BN-800 reactor's active zone. The cycle has now finished, and the irradiated cassettes will be sent for further study after cooling. This technology aims to reduce radioactive waste volume by tenfold and is a key element in developing fourth-generation nuclear energy.
61. https://resourceworld.com/american-uranium-expands-lo-herma-isr-uranium-project-in-powder-river-basin-wyoming/?utm_source=rss&utm_medium=rss&utm_campaign=american-uranium-expands-lo-herma-isr-uranium-project-in-powder-river-basin-wyoming - American Uranium Ltd secured approximately 1,040 acres of new mineral rights and staked 29 BLM lode mining claims at its Lo Herma ISR Uranium Project in Wyoming's Powder River Basin. The expansion extends control over prospective areas adjoining existing operations. Funding from a recent placement and entitlement offer will advance drilling and technical studies commencing in May. The project is considered comparable to advanced ISR satellite projects in the region.
62. https://www.esgtoday.com/amazon-backed-nuclear-tech-company-x-energy-raises-over-1-billion-in-ipo/ - X-Energy, a nuclear technology developer based in Rockville, Maryland, raised over $1 billion through its initial public offering. The company sold 44.3 million shares at $23 each, exceeding the estimated price range. Proceeds will support the deployment of advanced small modular reactors (SMRs) for partners including Amazon, Dow, and Centrica. The company aims to bring more than 5 GW of projects online across the U.S. by 2039, with additional capacity under development in the U.S. and UK.
63. https://www.mediapool.bg/rosatom-priklyuchi-opitno-doizgaryane-na-nai-opasnite-elementi-ot-otraboteno-gorivo-v-beloyarskata-aets-news382725.html - Rosatom completed a trial program for incinerating minor actinides from spent nuclear fuel at the Beloyarsk Nuclear Power Plant in Russia. Three MOX fuel cassettes containing americium-241 and neptunium-237 were loaded in summer 2024 into the BN-800 reactor's active zone. The cycle has now finished, and the irradiated cassettes will be sent for further study after cooling. This technology aims to reduce radioactive waste volume by tenfold and is a key element in developing fourth-generation nuclear energy.
64. https://www.esgtoday.com/amazon-backed-nuclear-tech-company-x-energy-raises-over-1-billion-in-ipo/ - X-Energy, a nuclear technology developer based in Rockville, Maryland, raised over $1 billion through its initial public offering. The company sold 44.3 million shares at $23 each, exceeding the estimated price range. Proceeds will support the deployment of advanced small modular reactors (SMRs) for partners including Amazon, Dow, and Centrica. The company aims to bring more than 5 GW of projects online across the U.S. by 2039, with additional capacity under development in the U.S. and UK.
65. https://brusselsmorning.com/nuclear-reactor-company-valuation-2026/97335/ - X-Energy, a nuclear reactor company, achieved a valuation of $11.9 billion upon its debut on the Nasdaq in April 2026. The strong market entry reflects renewed investor confidence in nuclear energy as a key component of the global transition toward cleaner power sources. The company's focus on advanced reactor designs, including small modular reactors (SMRs), with enhanced safety and lower costs, has driven this significant valuation milestone.
66. https://skillings.net/uranium-supply-shock-skillings-mining-intelligence-april-24-2026/ - Kazatomprom, the world's largest uranium producer, has confirmed an 8-million-pound shortfall against its 2026 production targets due to sulfuric acid shortages and permitting delays in Kazakhstan. This structural deficit is driving uranium prices toward a $150/lb floor. Concurrently, US-based Uranium Energy Corp announced the restart of its Burke Hollow project in South Texas, marking the first new In-Situ Recovery mine in the US in over a decade. Tech giants are also increasing direct investment in mining projects to secure power for AI data centers.
67. https://brusselsmorning.com/nuclear-reactor-company-valuation-2026/97335/ - X-Energy, a nuclear reactor company, achieved a valuation of $11.9 billion upon its debut on the Nasdaq in April 2026. The strong market entry reflects renewed investor confidence in nuclear energy as a key component of the global transition toward cleaner power sources. The company's focus on advanced reactor designs, including small modular reactors (SMRs), with enhanced safety and lower costs, has driven this significant valuation milestone.
68. https://skillings.net/uranium-supply-shock-skillings-mining-intelligence-april-24-2026/ - Kazatomprom, the world's largest uranium producer, has confirmed an 8-million-pound shortfall against its 2026 production targets due to sulfuric acid shortages and permitting delays in Kazakhstan. This structural deficit is driving uranium prices toward a $150/lb floor. Concurrently, US-based Uranium Energy Corp announced the restart of its Burke Hollow project in South Texas, marking the first new In-Situ Recovery mine in the US in over a decade. Tech giants are also increasing direct investment in mining projects to secure power for AI data centers.
69. https://skillings.net/uranium-supply-shock-skillings-mining-intelligence-april-24-2026/ - Kazatomprom, the world's largest uranium producer, has confirmed an 8-million-pound shortfall against its 2026 production targets due to sulfuric acid shortages and permitting delays in Kazakhstan. This structural deficit is driving uranium prices toward a $150/lb floor. Concurrently, US-based Uranium Energy Corp announced the restart of its Burke Hollow project in South Texas, marking the first new In-Situ Recovery mine in the US in over a decade. Tech giants are also increasing direct investment in mining projects to secure power for AI data centers.
70. https://ca.finance.yahoo.com/news/oklo-stock-on-pace-to-close-out-the-week-with-gains-heres-why-133725604.html - Oklo stock is on pace to close the week with gains exceeding 10%, driven by a partnership announced with Nvidia and Los Alamos National Laboratory to develop next-generation nuclear power using AI simulations. Additionally, HSBC initiated coverage with a Buy rating. The company benefits from White House guidance accelerating nuclear power development for space missions, targeting a lunar reactor launch in December 2028.
71. https://interestingengineering.com/energy/us-nuclear-plant-new-life - The US Nuclear Regulatory Commission has renewed the operating license for Duke Energy's Robinson Nuclear Plant in Hartsville, South Carolina, for an additional 20 years until 2050. The 759MW facility will continue to power approximately 570,000 homes. Duke Energy completed $1.7 billion in equipment upgrades to support the extension. The plant supports nearly 500 jobs and generates $28 million in annual tax revenue. Duke Energy plans to seek similar renewals for its remaining 11 nuclear units.
72. https://www.microsiervos.com/archivo/energia/cierre-nucleares-puntos-vista-contrapuestos.html - The European Commission, via the AccelerateEU package, recommends avoiding the premature closure of existing nuclear plants to support decarbonisation and energy security. This stance contrasts with environmental groups like Greenpeace and Ecologistas en Acción, who argue extending plant lifespans, such as Almaraz, increases costs and hinders the renewable transition. Germany has closed its nuclear fleet but softened its political opposition. The debate highlights conflicting views on nuclear energy's role in Spain's and Europe's energy strategy.
73. https://www.microsiervos.com/archivo/energia/cierre-nucleares-puntos-vista-contrapuestos.html - The European Commission, via the AccelerateEU package, recommends avoiding the premature closure of existing nuclear plants to support decarbonisation and energy security. This stance contrasts with environmental groups like Greenpeace and Ecologistas en Acción, who argue extending plant lifespans, such as Almaraz, increases costs and hinders the renewable transition. Germany has closed its nuclear fleet but softened its political opposition. The debate highlights conflicting views on nuclear energy's role in Spain's and Europe's energy strategy.
74. https://euromaidanpress.com/2026/04/24/rosatom-sanctions-eu-20th-package-nuclear-loophole/ - The European Union's 20th sanctions package failed to include Rosatom, a state-owned Russian corporation operating the occupied Zaporizhzhia Nuclear Power Plant. Despite 20 rounds of sanctions targeting other Russian entities, Rosatom remains a major uranium supplier to the EU, receiving over €1.6 billion since February 2022. The article highlights that Rosatom houses weapons-production entities and that its continued operation poses significant nuclear safety risks, including the weaponization of the Zaporizhzhia plant and attacks on Ukraine's nuclear infrastructure. Experts argue that sanctioning Rosatom is necessary to end financial support for the Russian war machine and mitigate nuclear threats to Europe.
75. https://euromaidanpress.com/2026/04/24/rosatom-sanctions-eu-20th-package-nuclear-loophole/ - The European Union's 20th sanctions package failed to include Rosatom, a state-owned Russian corporation operating the occupied Zaporizhzhia Nuclear Power Plant. Despite 20 rounds of sanctions targeting other Russian entities, Rosatom remains a major uranium supplier to the EU, receiving over €1.6 billion since February 2022. The article highlights that Rosatom houses weapons-production entities and that its continued operation poses significant nuclear safety risks, including the weaponization of the Zaporizhzhia plant and attacks on Ukraine's nuclear infrastructure. Experts argue that sanctioning Rosatom is necessary to end financial support for the Russian war machine and mitigate nuclear threats to Europe.
76. https://www.unian.ua/economics/energetics/z-chasiv-chornobilskoji-katastrofi-na-ukrajinskih-aes-realizovano-ponad-1000-zahodiv-pidvishchennya-bezpeki-taras-tkach-13360635.html - Taras Tkach, director of the Rivne Nuclear Power Plant, stated that over 1100 safety measures have been implemented at Ukrainian nuclear power plants since the Chernobyl disaster. The program, initiated in 2012 following the Fukushima accident, includes 1295 total actions. Since 2014, the European Bank for Reconstruction and Development and Euroatom have contributed funding. Since the full-scale Russian invasion, additional measures include mobile diesel generators from Argonne National Laboratory, transformer protection projects, and a fuel diversification project with Westinghouse to eliminate reliance on Russian fuel. These efforts aim to enhance resilience against wartime risks and ensure physical barrier integrity.
77. https://www.ans.org/news/2026-04-24/article-7975/terrapower-begins-construction-on-natrium-power-plant-in-kemmerer/ - TerraPower has commenced construction on the Natrium power plant in Kemmerer, Wyoming, following Nuclear Regulatory Commission approval in March. Supported by the Department of Energy and built by Bechtel, this project marks the first commercial non-light water reactor approval in over 40 years. Construction is expected to finish by 2030, creating 1,600 jobs during the build and 250 permanent positions. The facility aims to serve as a blueprint for a fleet of advanced reactors globally, with initial units for Meta scheduled for 2032.
78. https://homelandprepnews.com/stories/84209-u-s-air-force-moves-step-closer-to-advanced-nuclear-power-for-installations-initiative/ - The U.S. Department of the Air Force, in conjunction with the Defense Innovation Unit, selected three companies to develop and operate microreactors at three installations. Radiant Industries is paired with Buckley Space Force Base in Colorado, Westinghouse Government Services with Malstrom Air Force Base in Montana, and Antares Nuclear, Inc. with Joint Base San Antonio in Texas. The Advanced Nuclear Power for Installations initiative aims to install at least one advanced nuclear reactor on a DAF installation by 2030. Next steps include siting and environmental analyses under the National Environmental Policy Act.
79. https://www.ans.org/news/2026-04-24/article-7975/terrapower-begins-construction-on-natrium-power-plant-in-kemmerer/ - TerraPower has commenced construction on the Natrium power plant in Kemmerer, Wyoming, following Nuclear Regulatory Commission approval in March. Supported by the Department of Energy and built by Bechtel, this project marks the first commercial non-light water reactor approval in over 40 years. Construction is expected to finish by 2030, creating 1,600 jobs during the build and 250 permanent positions. The facility aims to serve as a blueprint for a fleet of advanced reactors globally, with initial units for Meta scheduled for 2032.
80. http://www.tnledger.com/editorial/article.aspx?id=202915 - Czech power company CEZ signed a deal with Rolls-Royce SMR on Friday to prepare for the construction of the first small modular nuclear reactor in the Czech Republic. The project, located at the existing Temelín nuclear plant, involves creating project plans and licensing documentation with a target for all approvals by 2030. CEZ holds a 20% share in Rolls-Royce SMR, and the partnership aims to install up to 3 gigawatts of energy sources in the country.
81. https://homelandprepnews.com/stories/84209-u-s-air-force-moves-step-closer-to-advanced-nuclear-power-for-installations-initiative/ - The U.S. Department of the Air Force, in conjunction with the Defense Innovation Unit, selected three companies to develop and operate microreactors at three installations. Radiant Industries is paired with Buckley Space Force Base in Colorado, Westinghouse Government Services with Malstrom Air Force Base in Montana, and Antares Nuclear, Inc. with Joint Base San Antonio in Texas. The Advanced Nuclear Power for Installations initiative aims to install at least one advanced nuclear reactor on a DAF installation by 2030. Next steps include siting and environmental analyses under the National Environmental Policy Act.
82. https://www.ans.org/news/2026-04-24/article-7975/terrapower-begins-construction-on-natrium-power-plant-in-kemmerer/ - TerraPower has commenced construction on the Natrium power plant in Kemmerer, Wyoming, following Nuclear Regulatory Commission approval in March. Supported by the Department of Energy and built by Bechtel, this project marks the first commercial non-light water reactor approval in over 40 years. Construction is expected to finish by 2030, creating 1,600 jobs during the build and 250 permanent positions. The facility aims to serve as a blueprint for a fleet of advanced reactors globally, with initial units for Meta scheduled for 2032.
83. http://www.tnledger.com/editorial/article.aspx?id=202915 - Czech power company CEZ signed a deal with Rolls-Royce SMR on Friday to prepare for the construction of the first small modular nuclear reactor in the Czech Republic. The project, located at the existing Temelín nuclear plant, involves creating project plans and licensing documentation with a target for all approvals by 2030. CEZ holds a 20% share in Rolls-Royce SMR, and the partnership aims to install up to 3 gigawatts of energy sources in the country.
84. https://homelandprepnews.com/stories/84209-u-s-air-force-moves-step-closer-to-advanced-nuclear-power-for-installations-initiative/ - The U.S. Department of the Air Force, in conjunction with the Defense Innovation Unit, selected three companies to develop and operate microreactors at three installations. Radiant Industries is paired with Buckley Space Force Base in Colorado, Westinghouse Government Services with Malstrom Air Force Base in Montana, and Antares Nuclear, Inc. with Joint Base San Antonio in Texas. The Advanced Nuclear Power for Installations initiative aims to install at least one advanced nuclear reactor on a DAF installation by 2030. Next steps include siting and environmental analyses under the National Environmental Policy Act.
85. https://www.abendzeitung-muenchen.de/bayern/briten-helfen-beim-bau-von-mini-akw-in-tschechien-art-1127283 - CEZ and Rolls-Royce SMR have signed contracts to prepare for the development and construction of a small modular reactor test project at Temelin, Czech Republic. The site is located approximately 60km from the Bavarian border. CEZ aims to build up to six such reactors by 2050 at former coal power plant sites. The partners intend to expand this initiative to capture the European market.
86. https://www.abendzeitung-muenchen.de/bayern/briten-helfen-beim-bau-von-mini-akw-in-tschechien-art-1127283 - CEZ and Rolls-Royce SMR have signed contracts to prepare for the development and construction of a small modular reactor test project at Temelin, Czech Republic. The site is located approximately 60km from the Bavarian border. CEZ aims to build up to six such reactors by 2050 at former coal power plant sites. The partners intend to expand this initiative to capture the European market.
87. https://www.eenews.net/articles/labor-business-groups-launch-effort-to-extend-californias-nuclear-plant/ - A coalition of 25 organizations, including business groups, labor unions, and energy advocates, announced the formation of Diablo Canyon 2045. The alliance aims to persuade California lawmakers to extend operations at the Diablo Canyon Power Plant from 2030 to 2045. The group intends to pressure the state legislature to pass a bill this year to achieve the extension.
88. https://kalkinemedia.com/au/stocks/metal-and-mining/why-is-asxi88-advancing-uranium-exploration-in-canada - Infini Resources (ASX:I88) has secured regulatory permits in Saskatchewan, Canada, enabling the commencement of a maiden diamond drilling program at the Reynolds Lake and Reitenbach Lake uranium projects. Located in the eastern Athabasca Basin, the campaign targets high-priority geophysical and geochemical indicators, including the Titus Prospect. Mobilisation is scheduled for late April, with drilling expected to begin shortly. The program aims to test subsurface mineralisation across a minimum of 2500 metres, building on previous surface sampling results.
89. https://tass.com/politics/2121989 - Russian Foreign Ministry Spokeswoman Maria Zakharova stated that Moscow has noted increasing physical security threats to nuclear facilities, specifically the Zaporozhye Nuclear Power Plant in Ukraine and Iran's Bushehr Nuclear Power Plant. She emphasised the host country's responsibility for nuclear security and the need for international cooperation, while highlighting the importance of maintaining confidentiality to prevent terrorists and criminals from accessing security data.
90. https://www.ceskenoviny.cz/zpravy/cez-s-rolls-royce-uzavrely-dohodu-o-vyvoji-modularnich-reaktoru/2815088?utm_source=rss&utm_medium=feed - CEZ and Rolls-Royce SMR have signed an agreement to prepare for the development of small modular reactors (SMRs) in the Czech Republic. The deal establishes an investment model and financing framework. The first SMR is planned for the Temelin site, with an estimated start-up in the second half of the 2030s. The Czech state also signed a memorandum of cooperation. This project aims to complement existing nuclear, gas, and renewable energy sources to enhance energy security and reduce fossil fuel dependence.
91. https://www.ceskenoviny.cz/zpravy/cez-s-rolls-royce-uzavrely-dohodu-o-vyvoji-modularnich-reaktoru/2815088?utm_source=rss&utm_medium=feed - CEZ and Rolls-Royce SMR have signed an agreement to prepare for the development of small modular reactors (SMRs) in the Czech Republic. The deal establishes an investment model and financing framework. The first SMR is planned for the Temelin site, with an estimated start-up in the second half of the 2030s. The Czech state also signed a memorandum of cooperation. This project aims to complement existing nuclear, gas, and renewable energy sources to enhance energy security and reduce fossil fuel dependence.
92. https://www.zerohedge.com/geopolitical/ship-shame-australia-saved-trumps-emergency-fuel-shipments - The Trump Administration sent approximately 240,000 metric tons of refined fuel to Australia in March, the largest shipment in over 30 years. This intervention prevented potential industry shutdowns and critical shortages as Australia faced a fuel crisis linked to Strait of Hormuz tensions. Australian officials are credited with failing to prepare for the energy emergency, while the US aid is described as a rescue from economic collapse. Additional supplies from Africa and Malaysia have increased Australia's reserves by ten days.
93. https://www.power-eng.com/nuclear/indiana-wants-to-lay-the-pathway-for-advanced-nuclear-solutions-in-the-state/ - Indiana Governor Mike Braun signed a Letter of Intent with pharmaceutical company Eli Lilly to explore advanced nuclear energy solutions in the state. The collaboration aims to evaluate the feasibility of technologies like small modular reactors for baseload power. The partnership will assess regulatory, economic, and environmental factors while identifying pathways for future procurement, workforce development, and potential federal support to lower energy prices.
94. https://www.miningmx.com/news/energy/65109-huge-uncontracted-nuclear-utility-needs-are-good-news-for-uranium/ - Paladin Energy highlighted robust term contract pricing for uranium, rising from $40 to over $80 per pound over five years, driven by global nuclear utility needs. CEO Paul Hemburrow noted significant uncontracted requirements, with utilities needing a billion pounds over the next decade. The company upgraded full-year production guidance after a 5% increase at its Langer Heinrich mine in Namibia, producing 1.29 million pounds in the March quarter. Paladin aims to ramp up Langer Heinrich and bring its Canadian Patterson Lake project online to meet growing demand.
95. https://www.canarymedia.com/articles/nuclear/which-countries-lead-nuclear - Global nuclear energy is experiencing a resurgence, with China leading new reactor construction and the US attempting to restart its industry. Data from Ember shows the US leads in total electrical output, followed by China, France, Russia, and South Korea. China is building reactors at a faster rate than any other nation, with nearly half of global plants under construction located there. The US, despite public and political support from both parties, has no new large-scale facilities currently underway.
96. https://www.power-eng.com/nuclear/indiana-wants-to-lay-the-pathway-for-advanced-nuclear-solutions-in-the-state/ - Indiana Governor Mike Braun signed a Letter of Intent with pharmaceutical company Eli Lilly to explore advanced nuclear energy solutions in the state. The collaboration aims to evaluate the feasibility of technologies like small modular reactors for baseload power. The partnership will assess regulatory, economic, and environmental factors while identifying pathways for future procurement, workforce development, and potential federal support to lower energy prices.
97. https://3dnews.ru/1140579/v-ssha-nachali-stroit-perviy-yaderniy-reaktor-novogo-pokoleniya-za-etim-stoit-bill-geyts - TerraPower announced the commencement of construction for Kemmerer Unit 1, the first commercial advanced nuclear block in the US, located in Wyoming. The project utilizes a Natrium reactor with molten salt technology. Bill Gates, who leads TerraPower's board since 2006, financially supports the initiative through his foundation. Construction of the non-nuclear infrastructure started in June 2024, with nuclear construction beginning on 23 April following NRC approval. This marks the first commercial nuclear project approved by the NRC in over 10 years and the first heavy water project in over 40 years.
98. https://www.canarymedia.com/articles/nuclear/which-countries-lead-nuclear - Global nuclear energy is experiencing a resurgence, with China leading new reactor construction and the US attempting to restart its industry. Data from Ember shows the US leads in total electrical output, followed by China, France, Russia, and South Korea. China is building reactors at a faster rate than any other nation, with nearly half of global plants under construction located there. The US, despite public and political support from both parties, has no new large-scale facilities currently underway.
99. https://3dnews.ru/1140579/v-ssha-nachali-stroit-perviy-yaderniy-reaktor-novogo-pokoleniya-za-etim-stoit-bill-geyts - TerraPower announced the commencement of construction for Kemmerer Unit 1, the first commercial advanced nuclear block in the US, located in Wyoming. The project utilizes a Natrium reactor with molten salt technology. Bill Gates, who leads TerraPower's board since 2006, financially supports the initiative through his foundation. Construction of the non-nuclear infrastructure started in June 2024, with nuclear construction beginning on 23 April following NRC approval. This marks the first commercial nuclear project approved by the NRC in over 10 years and the first heavy water project in over 40 years.
100. https://im-mining.com/2026/04/24/tianjin-meiteng-puts-five-xrt-ore-sorters-into-operation-for-tajik-china-mining/ - In March 2026, Tianjin Meiteng Technology Co Ltd completed trial operations for five XRT ore sorters at Tajik-China Mining Co in Tajikistan. The systems address challenges of low ore grades and extreme temperatures at the Sughd province facility. Previous sensor-based sorting attempts failed, but the new units achieved a 14.83% waste rejection rate and controlled tailings grades. Meiteng now manages operations and maintenance for all units, marking a milestone in its international expansion.
101. https://skillings.net/smr-deployment-strategy-the-2-6b-push-for-ai-data-centers/ - Great British Energy Nuclear has signaled a £2.6 billion commitment to the Rolls-Royce Small Modular Reactor (SMR) program. This funding aims to advance SMR technology from proof of concept to full-scale deployment, targeting a 5-to-7 year installation window. The initiative addresses the growing baseload power requirements of AI data centers, which demand high-uptime energy sources that intermittent renewables cannot provide. This strategic move positions the UK to lead in powering next-generation AI infrastructure.
102. https://skillings.net/smr-deployment-strategy-the-2-6b-push-for-ai-data-centers/ - Great British Energy Nuclear has signaled a £2.6 billion commitment to the Rolls-Royce Small Modular Reactor (SMR) program. This funding aims to advance SMR technology from proof of concept to full-scale deployment, targeting a 5-to-7 year installation window. The initiative addresses the growing baseload power requirements of AI data centers, which demand high-uptime energy sources that intermittent renewables cannot provide. This strategic move positions the UK to lead in powering next-generation AI infrastructure.
103. https://copperbeltkatangamining.com/us-backed-mining-deal-in-congo-faces-scrutiny-over-firms-claimed-experience/?utm_source=rss&utm_medium=rss&utm_campaign=us-backed-mining-deal-in-congo-faces-scrutiny-over-firms-claimed-experience - Virtus Minerals, a US company involved in a $30 million acquisition of Chemaf assets in the Democratic Republic of Congo, faces scrutiny regarding its claimed operational experience. While the deal represents the first tangible investment under the US-DRC strategic minerals partnership, records indicate the company did not successfully acquire a key processing facility in Likasi, which has been inactive since 2012. Consequently, a $2 million USAID grant supporting the project was suspended in August 2024 due to lack of proof of ownership. The situation raises questions about due diligence and operational capacity within the critical minerals sector.
104. https://copperbeltkatangamining.com/ivanhoe-advances-platreef-expansion-with-key-shaft-and-processing-milestones/?utm_source=rss&utm_medium=rss&utm_campaign=ivanhoe-advances-platreef-expansion-with-key-shaft-and-processing-milestones - Ivanhoe Mines announced the completion of Shaft 3 and the commencement of Phase 2 concentrator construction at its Platreef Mine in Limpopo, South Africa. These milestones increase hoisting capacity five-fold to approximately five million tonnes per year. Long-hole stoping is expected to begin shortly, with Phase 1 ramping to commercial production by mid-year. The Phase 2 concentrator, scheduled for completion by the end of next year, will support a 3.3-million-tonne-per-year capacity. Shaft 2 widening is underway to support future operations by 2028.
105. https://skillings.net/smr-deployment-strategy-the-2-6b-push-for-ai-data-centers/ - Great British Energy Nuclear has signaled a £2.6 billion commitment to the Rolls-Royce Small Modular Reactor (SMR) program. This funding aims to advance SMR technology from proof of concept to full-scale deployment, targeting a 5-to-7 year installation window. The initiative addresses the growing baseload power requirements of AI data centers, which demand high-uptime energy sources that intermittent renewables cannot provide. This strategic move positions the UK to lead in powering next-generation AI infrastructure.
106. https://kalkinemedia.com/au/stocks/metal-and-mining/whats-driving-fresh-momentum-at-asxrml - Resolution Minerals Ltd (ASX:RML) has secured approximately twenty million dollars in capital commitments to fund an expanded drilling program at its Horse Heaven Project in Idaho, United States. The funding, backed by institutional investors, supports the company's exploration strategy and aligns with plans to seek a potential listing on a major US exchange to broaden market access. This development aims to accelerate resource estimation and operational growth within the mining sector.
107. https://www.utilitydive.com/news/pjm-market-monitor-constellations-nuclear-crane-waiver/818216/?.tsrc=rss - PJM Interconnection's market monitor, Monitoring Analytics, opposes Constellation Energy's request for waivers to expedite the restart of the Crane nuclear unit, formerly Three Mile Island Unit 1. The request seeks to transfer Capacity Interconnection Rights from fossil-fuelled Eddystone units to Crane to enable full power delivery, potentially by next year. Monitoring Analytics argues the request fails FERC standards as it does not address an error in good faith and could harm third parties by shifting upgrade costs. Constellation aims to restart the 835-MW unit for a 20-year deal with Microsoft, though transmission upgrades may delay full delivery until 2030.
108. https://www.frenchweb.fr/jean-marc-jancovici-the-shift-project-pourquoi-lelectricite-sera-le-nouveau-petrole-et-le-nouveau-point-de-tension/461448 - Jean Marc Jancovici of The Shift Project argues that electricity is replacing oil as the structuring variable of the global economy. Due to physical constraints on storage and transport, electrification creates new supply-demand imbalances. The report highlights critical infrastructure bottlenecks between 2025 and 2035, necessitating a combination of nuclear and renewable sources to avoid deficits. Managing demand is identified as essential to secure the decarbonisation trajectory.
109. https://timeskuwait.com/eus-kaja-kallas-sounds-alarm-on-nuclear-talks-with-iran/ - Kaja Kallas, European Commissioner for Foreign Affairs, warned that upcoming nuclear negotiations with Iran risk producing a weaker agreement than the original Joint Comprehensive Plan of Action. She stated that focusing solely on the nuclear program while ignoring missile development, proxy networks, and cyber activities could strengthen Iran and create new security risks. This comment reflects growing unease within Europe regarding the potential outcome of the talks.
110. https://thenextweb.com/news/x-energy-ipo-1-billion-amazon - X-Energy, a Rockville, Maryland-based small modular reactor developer backed by Amazon, raised $1.02 billion in its initial public offering on 23 April 2026. The company priced its upsized offering at $23 per share, trading on Nasdaq under the ticker XE on 24 April. Amazon, which led a $500 million Series C-1 round, has committed to purchasing up to 5 gigawatts of nuclear power by 2039. Proceeds will accelerate reactor development and fuel fabrication for the Xe-100 design, with first deployment targeted for the early 2030s.
111. https://thenextweb.com/news/x-energy-ipo-1-billion-amazon - X-Energy, a Rockville, Maryland-based small modular reactor developer backed by Amazon, raised $1.02 billion in its initial public offering on 23 April 2026. The company priced its upsized offering at $23 per share, trading on Nasdaq under the ticker XE on 24 April. Amazon, which led a $500 million Series C-1 round, has committed to purchasing up to 5 gigawatts of nuclear power by 2039. Proceeds will accelerate reactor development and fuel fabrication for the Xe-100 design, with first deployment targeted for the early 2030s.
112. https://www.koreatimes.co.kr/business/companies/20260424/kepco-signs-nuclear-power-infrastructure-deals-to-expand-in-vietnam?utm_source=rss - Korea Electric Power Corp (KEPCO) signed multiple memorandums of understanding with Vietnamese entities to expand its presence in the country's energy sector. CEO Kim Dong-cheol visited Hanoi, Vietnam, where KEPCO agreed to cooperate with Petrovietnam on nuclear power development and with Vietnam Electricity on power infrastructure, including grid operations and battery storage. Additionally, a four-party MOU was signed to explore financing options for nuclear projects with the Export-Import Bank of Korea and the Korea Trade Insurance Corp. These agreements aim to establish KEPCO as a long-term partner for Vietnam's energy needs.
113. https://thenextweb.com/news/x-energy-ipo-1-billion-amazon - X-Energy, a Rockville, Maryland-based small modular reactor developer backed by Amazon, raised $1.02 billion in its initial public offering on 23 April 2026. The company priced its upsized offering at $23 per share, trading on Nasdaq under the ticker XE on 24 April. Amazon, which led a $500 million Series C-1 round, has committed to purchasing up to 5 gigawatts of nuclear power by 2039. Proceeds will accelerate reactor development and fuel fabrication for the Xe-100 design, with first deployment targeted for the early 2030s.
114. https://expresso.pt/opiniao/2026-04-24-chernobyl-na-turbulencia-global-entre-desastres-politicos-ecologicos-e-energeticos-57279d56 - On the eve of the 40th anniversary of the 1986 Chernobyl disaster, reports confirm that the New Safe Confinement structure was breached in December 2025. A Russian military drone collided with the protective shield, causing a fire and creating a hole in the roof. The International Atomic Energy Agency (IAEA) verified that the shield lost its safety functions, including containment capabilities. This incident occurred during the ongoing conflict in Ukraine, highlighting the vulnerability of nuclear infrastructure to military aggression.
115. https://skillings.net/uranium-market-outlook-what-it-is-why-it-matters-2026-outlook/ - Global uranium spot prices surpassed $100 per pound in January 2026, driven by a significant supply-demand deficit and depleted inventories. Major producers Kazatomprom and Cameco account for 86% of output, creating systemic risk. Demand is accelerating due to nuclear utility contracting and tech sector interest in Small Modular Reactors for AI data centers. The industry faces a 50% gap between current production and long-term replacement needs, prompting increased capital expenditure and long-term utility contracts.
116. https://expresso.pt/opiniao/2026-04-24-chernobyl-na-turbulencia-global-entre-desastres-politicos-ecologicos-e-energeticos-57279d56 - On the eve of the 40th anniversary of the 1986 Chernobyl disaster, reports confirm that the New Safe Confinement structure was breached in December 2025. A Russian military drone collided with the protective shield, causing a fire and creating a hole in the roof. The International Atomic Energy Agency (IAEA) verified that the shield lost its safety functions, including containment capabilities. This incident occurred during the ongoing conflict in Ukraine, highlighting the vulnerability of nuclear infrastructure to military aggression.
117. https://skillings.net/uranium-market-outlook-what-it-is-why-it-matters-2026-outlook/ - Global uranium spot prices surpassed $100 per pound in January 2026, driven by a significant supply-demand deficit and depleted inventories. Major producers Kazatomprom and Cameco account for 86% of output, creating systemic risk. Demand is accelerating due to nuclear utility contracting and tech sector interest in Small Modular Reactors for AI data centers. The industry faces a 50% gap between current production and long-term replacement needs, prompting increased capital expenditure and long-term utility contracts.
118. https://www.ejiltalk.org/to-share-or-not-to-share-the-compatibility-of-natos-nuclear-sharing-arrangements-with-the-non-proliferation-treaty/ - An analysis published on EJIL: Talk! argues that NATO's nuclear sharing arrangements are compatible with the Non-Proliferation Treaty (NPT). The author contends that the treaty's text, negotiating history, and subsequent practice do not prohibit the US from deploying nuclear weapons in Europe under US custody. The piece, written ahead of the 2026 NPT Review Conference, concludes that legal arguments against these arrangements are unconvincing and suggests states should focus on disarmament rather than revising the treaty's interpretation.
119. https://expresso.pt/opiniao/2026-04-24-chernobyl-na-turbulencia-global-entre-desastres-politicos-ecologicos-e-energeticos-57279d56 - On the eve of the 40th anniversary of the 1986 Chernobyl disaster, reports confirm that the New Safe Confinement structure was breached in December 2025. A Russian military drone collided with the protective shield, causing a fire and creating a hole in the roof. The International Atomic Energy Agency (IAEA) verified that the shield lost its safety functions, including containment capabilities. This incident occurred during the ongoing conflict in Ukraine, highlighting the vulnerability of nuclear infrastructure to military aggression.
120. https://skillings.net/uranium-market-outlook-what-it-is-why-it-matters-2026-outlook/ - Global uranium spot prices surpassed $100 per pound in January 2026, driven by a significant supply-demand deficit and depleted inventories. Major producers Kazatomprom and Cameco account for 86% of output, creating systemic risk. Demand is accelerating due to nuclear utility contracting and tech sector interest in Small Modular Reactors for AI data centers. The industry faces a 50% gap between current production and long-term replacement needs, prompting increased capital expenditure and long-term utility contracts.
121. https://www.nzz.ch/podcast/mini-akw-kleine-modulare-reaktoren-und-neue-technologien-bereiten-ein-comeback-der-kernenergie-vor-ld.10004172 - The European Commission, led by President Ursula von der Leyen, is promoting the development and expansion of small modular reactors (SMRs) in Europe. These new nuclear technologies aim to provide low-carbon energy to complement renewables, ensuring energy security for sectors like AI and electric mobility. SMRs offer lower initial investment costs, modular factory construction, and enhanced safety features that prevent meltdowns during power outages. While Russia and China operate existing units, the EU coordinates this push through an industry alliance founded in 2024, with Big Tech companies like Google and Amazon also investing in the technology.
122. https://www.constructionowners.com/news/terrapower-begins-construction-on-first-u-s-utility-scale-advanced-nuclear-plant-in-wyoming - TerraPower has commenced construction on the Kemmerer Unit 1 project in Wyoming, marking the first utility-scale advanced nuclear plant in the United States. The 345-megawatt sodium-cooled fast reactor, integrated with molten salt energy storage, is being developed under the US Department of Energy's Advanced Reactor Demonstration Program. Bechtel leads engineering, procurement, and construction services. The project is expected to mobilize approximately 1,600 workers during peak activity and support around 250 full-time jobs once operational, serving as a blueprint for future fleet deployment.
123. https://www.nzz.ch/podcast/mini-akw-kleine-modulare-reaktoren-und-neue-technologien-bereiten-ein-comeback-der-kernenergie-vor-ld.10004172 - The European Commission, led by President Ursula von der Leyen, is promoting the development and expansion of small modular reactors (SMRs) in Europe. These new nuclear technologies aim to provide low-carbon energy to complement renewables, ensuring energy security for sectors like AI and electric mobility. SMRs offer lower initial investment costs, modular factory construction, and enhanced safety features that prevent meltdowns during power outages. While Russia and China operate existing units, the EU coordinates this push through an industry alliance founded in 2024, with Big Tech companies like Google and Amazon also investing in the technology.
124. https://www.indiastrategic.in/the-gulf-confrontation-is-not-about-hormuz/ - Analyst Shyam Bhatia argues the Gulf confrontation is primarily about Iran's nuclear programme rather than the Strait of Hormuz. Iran has accumulated 440.9 kg of 60% enriched uranium, requiring only one percent of remaining work to reach weapons-grade. The IAEA lacks access to verify this stockpile, raising proliferation concerns. While Hormuz serves as a leverage point for asymmetric pressure, the core issue remains preventing Iran from acquiring nuclear weapons capability.
125. https://www.bostonglobe.com/2026/04/23/science/massachusetts-nuclear-power-renaissance-chernobyl/ - All six New England governors have signed an agreement to study new nuclear technologies, including advanced fission and fusion, to address climate goals and rising energy costs. Massachusetts Governor Maura Healey supports lifting the state's moratorium on new reactors. The initiative follows decades of opposition and safety concerns, particularly after the Chernobyl disaster. While critics cite safety risks and cost overruns, proponents argue next-generation nuclear power offers a viable, reliable solution for decarbonizing the grid. Massachusetts has tasked a University of Massachusetts professor with developing a state roadmap for these technologies.
126. https://www.constructionowners.com/news/terrapower-begins-construction-on-first-u-s-utility-scale-advanced-nuclear-plant-in-wyoming - TerraPower has commenced construction on the Kemmerer Unit 1 project in Wyoming, marking the first utility-scale advanced nuclear plant in the United States. The 345-megawatt sodium-cooled fast reactor, integrated with molten salt energy storage, is being developed under the US Department of Energy's Advanced Reactor Demonstration Program. Bechtel leads engineering, procurement, and construction services. The project is expected to mobilize approximately 1,600 workers during peak activity and support around 250 full-time jobs once operational, serving as a blueprint for future fleet deployment.
127. https://www.nzz.ch/podcast/mini-akw-kleine-modulare-reaktoren-und-neue-technologien-bereiten-ein-comeback-der-kernenergie-vor-ld.10004172 - The European Commission, led by President Ursula von der Leyen, is promoting the development and expansion of small modular reactors (SMRs) in Europe. These new nuclear technologies aim to provide low-carbon energy to complement renewables, ensuring energy security for sectors like AI and electric mobility. SMRs offer lower initial investment costs, modular factory construction, and enhanced safety features that prevent meltdowns during power outages. While Russia and China operate existing units, the EU coordinates this push through an industry alliance founded in 2024, with Big Tech companies like Google and Amazon also investing in the technology.
128. https://mining.com.au/us-doe-unveils-3-by-33-nuclear-fuel-campaign/ - On 23 April, the US Department of Energy announced the 'Nuclear Dominance — 3 by 33' campaign via the Defense Production Act Nuclear Fuel Cycle Consortium. The initiative, involving over 90 companies, aims to secure a domestic nuclear fuel supply chain by 2033. Goals include accelerating reactor deployment, closing the fuel cycle, and developing a displacements per atom framework. The effort responds to rising energy needs from manufacturing, data centres, and artificial intelligence, supporting administration targets to quadruple nuclear capacity by 2025.
129. https://www.indiastrategic.in/the-gulf-confrontation-is-not-about-hormuz/ - Analyst Shyam Bhatia argues the Gulf confrontation is primarily about Iran's nuclear programme rather than the Strait of Hormuz. Iran has accumulated 440.9 kg of 60% enriched uranium, requiring only one percent of remaining work to reach weapons-grade. The IAEA lacks access to verify this stockpile, raising proliferation concerns. While Hormuz serves as a leverage point for asymmetric pressure, the core issue remains preventing Iran from acquiring nuclear weapons capability.
130. https://www.bostonglobe.com/2026/04/23/science/massachusetts-nuclear-power-renaissance-chernobyl/ - All six New England governors have signed an agreement to study new nuclear technologies, including advanced fission and fusion, to address climate goals and rising energy costs. Massachusetts Governor Maura Healey supports lifting the state's moratorium on new reactors. The initiative follows decades of opposition and safety concerns, particularly after the Chernobyl disaster. While critics cite safety risks and cost overruns, proponents argue next-generation nuclear power offers a viable, reliable solution for decarbonizing the grid. Massachusetts has tasked a University of Massachusetts professor with developing a state roadmap for these technologies.
131. https://www.globenewswire.com/news-release/2026/04/24/3280563/0/en/NewHydrogen-to-Release-a-Special-Report-on-April-28-2026.html - NewHydrogen, Inc. plans to release a special report on April 28, 2026, detailing a strategic collaboration with an advanced nuclear technology company. The partnership aims to integrate NewHydrogen's ThermoLoop™ technology with a next-generation, factory-fabricated microreactor system to produce clean hydrogen. The collaboration focuses on evaluating technical feasibility and synergies between the heat-based hydrogen production process and small modular nuclear reactors. NewHydrogen highlights the potential of this approach to reduce reliance on expensive electricity compared to current electrolyzer methods.
132. https://mining.com.au/us-doe-unveils-3-by-33-nuclear-fuel-campaign/ - On 23 April, the US Department of Energy announced the 'Nuclear Dominance — 3 by 33' campaign via the Defense Production Act Nuclear Fuel Cycle Consortium. The initiative, involving over 90 companies, aims to secure a domestic nuclear fuel supply chain by 2033. Goals include accelerating reactor deployment, closing the fuel cycle, and developing a displacements per atom framework. The effort responds to rising energy needs from manufacturing, data centres, and artificial intelligence, supporting administration targets to quadruple nuclear capacity by 2025.
133. https://mining.com.au/american-uranium-marks-calendar-for-may-drilling-at-lo-herma/ - American Uranium plans to commence drilling at its Lo Herma In-Situ Recovery Project in Wyoming, US, in early May 2026. The campaign involves up to 55 holes, including infill and expansion drilling, to support hydrogeological studies and a future resource estimate update. The project, located in the Powder River Basin, holds a JORC-compliant resource of 8.57 million pounds of triuranium octoxide. A non-renounceable pro-rata entitlement offer is scheduled to fund the exploration.
134. https://www.etoday.co.kr/news/view/2578962 - Korea Electric Power Engineering (KEPCO E&C) signed a memorandum of understanding with Viettel Group in Hanoi on 23rd to develop small modular reactor (SMR) power supply for Viettel's data centres. The collaboration aims to provide stable power for 14 existing and new large-scale AI data centres across Vietnam. Viettel has designated SMR as a national strategic technology to meet rising energy demand. KEPCO E&C will combine its 60MW 'BANDI' and 170MW 'i-SMR' development experiences to offer customised solutions. The Vietnamese government supports this through updated nuclear laws and power development plans.
135. https://highways.today/2026/04/24/nuclear-power-ai/ - Oklo Inc., NVIDIA, and Los Alamos National Laboratory have announced a partnership to develop nuclear-powered infrastructure for artificial intelligence data centres. The collaboration combines Oklo's sodium-cooled fast reactor technology, NVIDIA's high-performance computing platforms, and Los Alamos' expertise in nuclear materials and simulation. Key focus areas include plutonium-based fuel research, digital twin modelling, and grid stability studies. The initiative aims to provide reliable, carbon-free baseload power to support the growing energy demands of AI workloads while accelerating nuclear system design and validation through AI-driven workflows.
136. https://www.etoday.co.kr/news/view/2578962 - Korea Electric Power Engineering (KEPCO E&C) signed a memorandum of understanding with Viettel Group in Hanoi on 23rd to develop small modular reactor (SMR) power supply for Viettel's data centres. The collaboration aims to provide stable power for 14 existing and new large-scale AI data centres across Vietnam. Viettel has designated SMR as a national strategic technology to meet rising energy demand. KEPCO E&C will combine its 60MW 'BANDI' and 170MW 'i-SMR' development experiences to offer customised solutions. The Vietnamese government supports this through updated nuclear laws and power development plans.
137. https://www.t-online.de/nachrichten/tagesanbruch/id_101226842/tschernobyl-jahrestag-zeigt-verkorkste-deutsche-politik.html - An opinion article published on the 40th anniversary of the Chernobyl disaster argues that German political leadership made a strategic error by pursuing a nuclear phase-out driven by public fear rather than rational analysis. The author contends that the decision, finalized in 2023, has negatively impacted the nation's energy security and economic competitiveness, citing rising energy prices and industrial insolvencies as consequences. The text criticizes the government for prioritizing emotional reactions over long-term strategy.
138. https://highways.today/2026/04/24/nuclear-power-ai/ - Oklo Inc., NVIDIA, and Los Alamos National Laboratory have announced a partnership to develop nuclear-powered infrastructure for artificial intelligence data centres. The collaboration combines Oklo's sodium-cooled fast reactor technology, NVIDIA's high-performance computing platforms, and Los Alamos' expertise in nuclear materials and simulation. Key focus areas include plutonium-based fuel research, digital twin modelling, and grid stability studies. The initiative aims to provide reliable, carbon-free baseload power to support the growing energy demands of AI workloads while accelerating nuclear system design and validation through AI-driven workflows.
139. https://www.foreignpolicyjournal.com/2026/04/24/hsbc-initiates-coverage-on-oklo-oklo-stock-with-buy-rating-and-96-target-amid-ai-power-surge/ - HSBC initiated coverage on Oklo Inc. (NYSE: OKLO) with a Buy rating and a $96 price target, citing the company's strategic positioning to meet electricity demands from AI data centres in the United States. Oklo, which holds approximately $2.5 billion in cash and no debt, plans its first commercial reactor operation around 2030. The bank noted strong federal support and regulatory reforms accelerating deployment, while acknowledging valuation uncertainty with a range of $51 to $249 per share.
140. https://www.theage.com.au/business/companies/infini-cleared-for-first-athabasca-uranium-drilling-blitz-in-canada-20260424-p5zqv5.html?ref=rss&utm_medium=rss&utm_source=rss_business - Saskatchewan regulators have granted permits to Infini Resources to commence its maiden diamond drilling campaign at the Reynolds Lake and Reitenbach Lake projects in the Athabasca Basin. The company plans to mobilise a rig in late April for a minimum 2500-metre drilling program targeting high-priority uranium indicators. This marks the first exploration activity on the underexplored eastern margins of the basin, adjacent to major operations by Cameco Corporation.
141. https://theconservativetreehouse.com/blog/2026/04/23/the-global-trade-and-economic-restructuring-that-centers-around-energy-use/?utm_source=rss&utm_medium=rss&utm_campaign=the-global-trade-and-economic-restructuring-that-centers-around-energy-use - Mike Steger outlines a new global economic reset driven by energy shortages, highlighting the US mobilization of its industrial base and nuclear expansion. The analysis contrasts this with the strategic positioning of the UK and Europe, which Steger claims intentionally created vulnerabilities through climate policies. The discussion frames the current crisis as a symptom of irreversible geopolitical shifts and a turning point for US dominance.
142. https://nuclear-news.net/2026/04/24/1-b1-new-england-governors-pledge-nuclear-support/ - Six New England governors signed a joint statement supporting the extended operation of existing nuclear reactors and the deployment of new ones. The statement, issued in April 2026, was criticized for failing to address the expansion of high-level nuclear waste production and the lack of a scientifically valid plan for long-term isolation.
143. https://skillings.net/uec-burke-hollow-project-update-timeline-and-key-risks/ - Uranium Energy Corp (UEC) has officially started production at its Burke Hollow in-situ recovery (ISR) uranium mine in Bee County, South Texas. This marks the first new ISR uranium mine to enter operation in the United States in over a decade. The project, which follows approval from the Texas Commission on Environmental Quality (TCEQ), utilizes existing infrastructure at the Hobson Central Processing Plant. UEC estimates initial mineral resources of 6.155 million pounds of U3O8. The startup aligns with increased demand for domestic nuclear fuel driven by small modular reactors (SMRs) and AI data centers.
144. https://smallcaps.com.au/article/infini-resources-secures-saskatchewan-drill-permits-for-reynolds-reitenbach-lake-uranium-projects - Infini Resources has obtained exploration permits from the Saskatchewan Ministry of Energy and Resources to commence its maiden diamond drilling program at the Reynolds Lake and Reitenbach Lake uranium projects in the Athabasca Basin. Mobilisation is scheduled for late April 2026, with a minimum 2,500m campaign targeting high-priority conductors and structural features. The projects cover 766 km2 across 22 mineral claims. This milestone follows the discovery of high-grade uranium rock chip samples at the Titus Prospect in 2025, clearing a critical path for testing an underexplored area prospective for unconformity-related and basement-hosted uranium systems.
145. https://skillings.net/uec-burke-hollow-project-update-timeline-and-key-risks/ - Uranium Energy Corp (UEC) has officially started production at its Burke Hollow in-situ recovery (ISR) uranium mine in Bee County, South Texas. This marks the first new ISR uranium mine to enter operation in the United States in over a decade. The project, which follows approval from the Texas Commission on Environmental Quality (TCEQ), utilizes existing infrastructure at the Hobson Central Processing Plant. UEC estimates initial mineral resources of 6.155 million pounds of U3O8. The startup aligns with increased demand for domestic nuclear fuel driven by small modular reactors (SMRs) and AI data centers.
146. https://www.rionegro.com.ar/energia/exploracion-de-metales-criticos-en-argentina-despues-de-50-anos-reactivan-el-yacimiento-huemul-en-mendoza/ - Canadian company Jaguar Uranium Corp has formally initiated an exploration plan for the Huemul project in Mendoza province, Argentina. This development follows a February 2026 US-Argentina framework agreement for critical minerals supply and a March 2026 collaboration agreement with the Mendoza provincial government. The project covers 27,700 hectares and targets uranium, copper, and vanadio at the historic Huemul mine site, previously operated by Argentina's CNEA. Exploration phases include data verification and district-scale prospecting, with an environmental reference study scheduled for the following month.
147. https://www.executivegov.com/articles/doe-proposals-nuclear-fuel-recycling - The US Department of Energy issued two requests for applications to advance nuclear fuel recycling. The Office of Nuclear Energy solicits proposals for facilities dedicated to recycling and fabrication to support advanced reactor deployment. Simultaneously, the Office of Environmental Management seeks a commercial-scale demonstration project for defense-related fuel at the Idaho Nuclear Technology and Engineering Center. The initiative aims to leverage private sector investment to fast-track infrastructure, bolster the nuclear industrial base, and advance energy independence. Selected vendors will manage financing, design, and operation. Related efforts include the Nuclear Energy Launch Pad and AI-driven licensing timeline compression.
148. https://www.executivegov.com/articles/doe-proposals-nuclear-fuel-recycling - The US Department of Energy issued two requests for applications to advance nuclear fuel recycling. The Office of Nuclear Energy solicits proposals for facilities dedicated to recycling and fabrication to support advanced reactor deployment. Simultaneously, the Office of Environmental Management seeks a commercial-scale demonstration project for defense-related fuel at the Idaho Nuclear Technology and Engineering Center. The initiative aims to leverage private sector investment to fast-track infrastructure, bolster the nuclear industrial base, and advance energy independence. Selected vendors will manage financing, design, and operation. Related efforts include the Nuclear Energy Launch Pad and AI-driven licensing timeline compression.
149. https://www.observer24.com.na/global-nuclear-expansion-drives-uranium-demand/ - Global uranium demand is rising due to nuclear power expansion, supported by commitments at COP28 and COP29 to triple capacity by 2050. Policy measures in the United States aim to increase capacity to 400 gigawatts. Rising electricity needs from data centres and artificial intelligence further strengthen nuclear energy's role. Currently, 438 reactors operate worldwide, with 79 under construction and 946 planned or proposed. China leads construction with 39 reactors. Uranium prices have risen, and utilities face a supply gap of one billion pounds over the next decade. Paladin Energy reported improved operations at its Langer Heinrich Mine in Namibia.
150. https://www.observer24.com.na/deep-yellow-completes-drilling-at-tinkas-prospect/ - Deep Yellow Limited completed a reverse circulation drilling program at its Tinkas Prospect in Namibia during the March 2026 quarter, confirming uranium mineralisation. The programme included 133 drill holes covering 1,363 metres. Results confirmed uranium mineralisation in calcretised palaeochannel sediments and fractures within basement rock, with mineralisation above 100 ppm equivalent uranium grade found in 38 drill holes. The company plans further infill drilling to define a mineral resource and continues exploration in Namibia during 2026.
151. https://www.observer24.com.na/global-nuclear-expansion-drives-uranium-demand/ - Global uranium demand is rising due to nuclear power expansion, supported by commitments at COP28 and COP29 to triple capacity by 2050. Policy measures in the United States aim to increase capacity to 400 gigawatts. Rising electricity needs from data centres and artificial intelligence further strengthen nuclear energy's role. Currently, 438 reactors operate worldwide, with 79 under construction and 946 planned or proposed. China leads construction with 39 reactors. Uranium prices have risen, and utilities face a supply gap of one billion pounds over the next decade. Paladin Energy reported improved operations at its Langer Heinrich Mine in Namibia.
152. https://www.executivegov.com/articles/doe-proposals-nuclear-fuel-recycling - The US Department of Energy issued two requests for applications to advance nuclear fuel recycling. The Office of Nuclear Energy solicits proposals for facilities dedicated to recycling and fabrication to support advanced reactor deployment. Simultaneously, the Office of Environmental Management seeks a commercial-scale demonstration project for defense-related fuel at the Idaho Nuclear Technology and Engineering Center. The initiative aims to leverage private sector investment to fast-track infrastructure, bolster the nuclear industrial base, and advance energy independence. Selected vendors will manage financing, design, and operation. Related efforts include the Nuclear Energy Launch Pad and AI-driven licensing timeline compression.
153. https://www.larazon.es/tecnologia-consumo/ciencia/uranio-fision-arranca-reactor-plomo-podria-cambiar-energia_2026042469ea8915749308005fa28211.html - Newcleo has initiated the installation of PRECURSOR, a non-nuclear experimental plant at the ENEA Brasimone research centre in Italy. This facility tests thermal behaviour and molten lead flow for future commercial lead-cooled reactors. While PRECURSOR does not use fission or uranium, it aims to validate the technology before commercial deployment. The project represents a significant step in developing safer, more efficient nuclear energy solutions.
154. https://themarketonline.com.au/ever-increasing-nuclear-energy-interest-in-southeast-asia-as-global-oil-issues-weigh-2026-04-24/ - Amidst global oil supply shortages and rising energy demand, ASEAN member states are accelerating nuclear energy development to ensure security and reduce fossil fuel dependence. Singapore, Thailand, Indonesia, Vietnam, the Philippines, and Malaysia are advancing studies, agreements, and frameworks for nuclear capacity. Key developments include Singapore issuing tenders for safety studies, Vietnam restarting the Ninh Thuan project with Russia, and the Philippines releasing a framework for its first commercial plant. Established nations like China, France, Japan, Russia, South Korea, and the US are supporting these regional efforts.
155. https://www.rp.pl/europejski-kongres-gospodarczy/art44222661-regulacje-moga-opoznic-program - A new report titled 'Horizon Atomic' warns that regulatory and institutional complexities pose the greatest risk to Poland's nuclear energy programme, potentially causing significant delays. Identified bottlenecks include the failure to locate a nuclear waste repository by 2022, insufficient civil liability insurance regulations, and supply chain security issues. Experts from Accenture, Kochański & Partners, and the Sobieski Foundation argue that without immediate legislative changes and rapid decision-making, the project's timeline could be jeopardised before construction begins.
156. https://themarketonline.com.au/ever-increasing-nuclear-energy-interest-in-southeast-asia-as-global-oil-issues-weigh-2026-04-24/ - Amidst global oil supply shortages and rising energy demand, ASEAN member states are accelerating nuclear energy development to ensure security and reduce fossil fuel dependence. Singapore, Thailand, Indonesia, Vietnam, the Philippines, and Malaysia are advancing studies, agreements, and frameworks for nuclear capacity. Key developments include Singapore issuing tenders for safety studies, Vietnam restarting the Ninh Thuan project with Russia, and the Philippines releasing a framework for its first commercial plant. Established nations like China, France, Japan, Russia, South Korea, and the US are supporting these regional efforts.
157. https://www.ans.org/news/2026-04-23/article-7974/doe-turns-to-private-sector-to-build-out-spent-nuclear-fuel-recycling/ - The US Department of Energy issued two Requests for Applications (RFAs) inviting private industry to design, construct, and operate spent nuclear fuel recycling facilities. The proposals, issued by the Office of Nuclear Energy and Office of Environmental Management, aim to support President Trump's executive orders on advanced nuclear technologies. Applicants are responsible for all project costs, though the DOE may provide access to sites, fuel, and expertise. Responses are due by June 19, with one RFA open for rolling submissions.
158. https://www.ans.org/news/2026-04-23/article-7974/doe-turns-to-private-sector-to-build-out-spent-nuclear-fuel-recycling/ - The US Department of Energy issued two Requests for Applications (RFAs) inviting private industry to design, construct, and operate spent nuclear fuel recycling facilities. The proposals, issued by the Office of Nuclear Energy and Office of Environmental Management, aim to support President Trump's executive orders on advanced nuclear technologies. Applicants are responsible for all project costs, though the DOE may provide access to sites, fuel, and expertise. Responses are due by June 19, with one RFA open for rolling submissions.
159. https://www.ans.org/news/2026-04-23/article-7974/doe-turns-to-private-sector-to-build-out-spent-nuclear-fuel-recycling/ - The US Department of Energy issued two Requests for Applications (RFAs) inviting private industry to design, construct, and operate spent nuclear fuel recycling facilities. The proposals, issued by the Office of Nuclear Energy and Office of Environmental Management, aim to support President Trump's executive orders on advanced nuclear technologies. Applicants are responsible for all project costs, though the DOE may provide access to sites, fuel, and expertise. Responses are due by June 19, with one RFA open for rolling submissions.
160. https://smallcaps.com.au/article/alligator-energy-advances-samphire-into-uranium-extraction-trial-phase-as-bfs-gets-underway - Alligator Energy completed pilot plant commissioning and moved the Samphire uranium project into field recovery trial operations, recovering uranium-bearing solution via in-situ recovery. Early results met expectations with peak grades above 200mg/L U3O8 and recovery exceeding 55%. The company formally commenced a bankable feasibility study targeting completion in the first half of 2027. Cash reserves stood at A$13.3 million as of the March quarter, with trial operations expected to conclude in June 2026.
161. https://www.businesswire.com/news/home/20260423988681/en/X-energy-Announces-Pricing-of-Upsized-Initial-Public-Offering?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - * X-energy Inc announced the pricing of an upsized initial public offering of 44,254,659 Class A common shares at $23.00 per share. * The offering is expected to close on April 27, 2026, with shares beginning trading on the Nasdaq Global Select Market on April 24, 2026. * J.P. Morgan, Morgan Stanley, Jefferies, and Moelis & Company acted as lead joint book-running managers for the deal. * X-energy is a developer of advanced small modular nuclear reactors and fuel technology for clean energy generation. * The company plans to list under the ticker symbol XE on the Nasdaq.
162. https://www.iltempo.it/italpress/2026/04/23/news/cina-la-capacita-nucleare-installata-supera-i-120-milioni-di-chilowatt-47408968/ - China's total installed nuclear energy capacity surpassed 120 million kilowatts by the end of 2025, placing the country first globally. Wang Shoujun, president of the China Nuclear Society, announced this milestone at the opening of Nuclear Industry China 2026 in Beijing. The nation operates 112 nuclear facilities, with controlled nuclear fusion and coastal nuclear power designated as key projects for the 15th Five-Year Plan (2026-2030). The industry is advancing rapidly with third and fourth-generation technologies and small modular reactors.
163. https://www.ans.org/news/article-7756/clean-smart-bill-reintroduced-in-senate/ - Senators Martin Heinrich Luján and Tim Scott reintroduced the CLEAN SMART Act in the US Senate. The legislation aims to codify and fund the Department of Energy's Network of National Laboratories for Environmental Management and Stewardship. It mandates the use of AI and high-performance computing to remediate 15 legacy nuclear waste sites, estimated to cost nearly $700 billion. The bill seeks to improve interagency coordination, enforce cost controls, and leverage national laboratories to speed up cleanup while reducing taxpayer expenses.
164. https://www.fool.com/investing/2026/04/23/how-buying-hot-ticker-stock-today-could-10x-your-n/ - The Motley Fool argues that Oklo Inc stock could yield 1000% returns by 2050, citing the company's small modular reactor technology as a key solution for data center energy needs. Backed by OpenAI CEO Sam Altman, Oklo aims to supply power directly to data centers rather than the broader grid. Analysts predict a global nuclear renaissance worth $10 trillion, with small modular reactors potentially capturing 15% of the market. The article highlights Oklo's current market cap of $13 billion and notes that achieving this upside depends on successful project execution and sustained data center growth.
165. https://www.ndtv.com/world-news/russia-warns-european-nations-against-hosting-french-nuclear-capable-bombers-11400452#publisher=newsstand - Russia has warned European countries that accepting French nuclear-capable strategic bombers would make them targets for Moscow's forces in a conflict. Russian Deputy Foreign Minister Alexander Grushko described the potential deployments as an uncontrolled build-up of NATO's nuclear potential. French President Emmanuel Macron previously announced plans to expand France's nuclear arsenal and allow temporary deployments to allies including Britain, Germany, and Poland. Grushko stated that Moscow would update its list of priority targets, arguing that such moves weaken the security of the host nations rather than strengthen their defence.
166. https://boereport.com/2026/04/23/aer-order-suspends-maga-energy-operations/ - The Alberta Energy Regulator (AER) has suspended operations for MAGA Energy due to unpaid municipal taxes, orphan well association debt, and failure to meet regulatory commitments. The order mandates MAGA to address non-compliances regarding remediation, field inspections, pipeline rules, closure spend quotas, and expired mineral leases. Operations will not resume until all requirements are met. The AER may impose further sanctions if compliance is not achieved.
167. https://www.fool.com/investing/2026/04/23/nvidia-just-deployed-the-nuclear-option/ - Nvidia has announced a partnership with nuclear startup Oklo and the Los Alamos National Laboratory to advance nuclear research, fuel validation, and critical infrastructure. The collaboration aims to combine advanced nuclear power with AI, digital twins, and modeling to support the deployment of nuclear energy. The trio plans to develop physics-based AI models for nuclear fuel validation and conduct R&D into plutonium-based fuels. This move aligns with the growing demand for reliable baseload power to support energy-hungry AI data centers.
168. https://www.enr.com/articles/62882-san-antonio-military-base-weighs-nuclear-option-for-grid-independence - The U.S. Department of the Air Force and Defense Innovation Unit have selected Joint Base San Antonio to host Antares' R1 microreactor under the Advanced Nuclear Power for Installations program. This initiative aims to provide grid independence for the base, which spans over 46,000 acres in Texas. Antares is responsible for siting, licensing, constructing, operating, and decommissioning the reactor, with a target online date of 2029 or sooner. The base, valued at approximately $10.3 billion, already possesses an islanding-capable microgrid. This selection joins other candidate sites including Buckley and Malmstrom Air Force Bases.
169. https://www.marketbeat.com/instant-alerts/oklo-nyseoklo-trading-55-higher-whats-next-2026-04-23/ - Oklo Inc. shares increased 5.5% to $76.37 amid a collaboration with NVIDIA and Los Alamos National Laboratory for nuclear fuel R&D. Volume surged 185% as investors reacted to the strategic tie-in and an HSBC buy initiation. Despite the rally, the company remains unprofitable with recent EPS misses, though institutional holdings rose significantly in Q1.
170. https://www.fool.com/investing/2026/04/23/nvidia-just-deployed-the-nuclear-option/ - Nvidia has announced a partnership with nuclear startup Oklo and the Los Alamos National Laboratory to advance nuclear research, fuel validation, and critical infrastructure. The collaboration aims to combine advanced nuclear power with AI, digital twins, and modeling to support the deployment of nuclear energy. The trio plans to develop physics-based AI models for nuclear fuel validation and conduct R&D into plutonium-based fuels. This move aligns with the growing demand for reliable baseload power to support energy-hungry AI data centers.
171. https://www.enr.com/articles/62882-san-antonio-military-base-weighs-nuclear-option-for-grid-independence - The U.S. Department of the Air Force and Defense Innovation Unit have selected Joint Base San Antonio to host Antares' R1 microreactor under the Advanced Nuclear Power for Installations program. This initiative aims to provide grid independence for the base, which spans over 46,000 acres in Texas. Antares is responsible for siting, licensing, constructing, operating, and decommissioning the reactor, with a target online date of 2029 or sooner. The base, valued at approximately $10.3 billion, already possesses an islanding-capable microgrid. This selection joins other candidate sites including Buckley and Malmstrom Air Force Bases.
172. https://energiesmedia.com/european-nuclear-fuel-fortum-framatome/ - Fortum and Framatome have agreed to develop a fully European nuclear fuel solution for VVER-type reactors, including Fortum's Loviisa plant. The initiative involves a 100% European design and supply chain, utilizing Framatome's fabrication plants in France and Germany. This partnership joins other utilities, including ČEZ, MVM Paks, and Slovenské elektrárne, in a phased development process aimed at increasing fuel diversity and enhancing energy security across Europe. Qualified fuel shipments are expected to begin in the early 2030s following prototype manufacturing and licensing.
173. https://www.powermag.com/terrapowers-kemmerer-1-enters-construction-timeline-of-the-natrium-projects-road-to-first-power/ - On April 23, 2026, TerraPower officially commenced construction on Kemmerer Unit 1, its flagship Natrium sodium-cooled fast reactor plant in Kemmerer, Wyoming. This milestone follows the U.S. Nuclear Regulatory Commission's issuance of a construction permit on March 4, 2026, marking the first approval for a commercial non-light water reactor in over 40 years. The project, backed by federal support and led by EPC contractor Bechtel, aims to achieve commercial operation between 2030 and 2031. The plant features a 345-MW reactor with integrated molten-salt energy storage, targeting a total output of 500 MW to support grid needs and data center loads.
174. https://www.enr.com/articles/62882-san-antonio-military-base-weighs-nuclear-option-for-grid-independence - The U.S. Department of the Air Force and Defense Innovation Unit have selected Joint Base San Antonio to host Antares' R1 microreactor under the Advanced Nuclear Power for Installations program. This initiative aims to provide grid independence for the base, which spans over 46,000 acres in Texas. Antares is responsible for siting, licensing, constructing, operating, and decommissioning the reactor, with a target online date of 2029 or sooner. The base, valued at approximately $10.3 billion, already possesses an islanding-capable microgrid. This selection joins other candidate sites including Buckley and Malmstrom Air Force Bases.
175. https://www.powermag.com/terrapowers-kemmerer-1-enters-construction-timeline-of-the-natrium-projects-road-to-first-power/ - On April 23, 2026, TerraPower officially commenced construction on Kemmerer Unit 1, its flagship Natrium sodium-cooled fast reactor plant in Kemmerer, Wyoming. This milestone follows the U.S. Nuclear Regulatory Commission's issuance of a construction permit on March 4, 2026, marking the first approval for a commercial non-light water reactor in over 40 years. The project, backed by federal support and led by EPC contractor Bechtel, aims to achieve commercial operation between 2030 and 2031. The plant features a 345-MW reactor with integrated molten-salt energy storage, targeting a total output of 500 MW to support grid needs and data center loads.
176. https://en.interfax.com.ua/news/economic/1161836.html - First Deputy Prime Minister of Energy Denys Shmyhal announced Ukraine's ambition to reach 25 GW of nuclear power capacity by 2050. The plan involves completing Units 3 and 4 at the Khmelnytsky Nuclear Power Plant and constructing Units 5 and 6. Shmyhal also outlined a strategy for a vertically integrated nuclear industry, including the corporatization of SkhidGOK and its merger with Energoatom, to form the basis of the country's new energy architecture. Currently, Ukraine operates three plants with a combined capacity of approximately 7.8 GW following the occupation of the Zaporizhia plant.
177. https://www.sacurrent.com/news/san-antonio-news/experts-warn-of-risks-involved-in-welcoming-nuclear-reactor-at-san-antonio-air-force-base/ - The Department of the Air Force selected Joint Base-San Antonio as a site for a nuclear microreactor pilot program aimed at ensuring energy resilience. While officials state the project will guarantee power for critical missions, experts caution that advanced reactors still pose risks of accidents, radioactive waste, and water strain. The initiative, partnering with Antares Nuclear Inc., targets operation by 2028. Concurrently, Texas Governor Greg Abbott signed legislation creating a $350 million fund to subsidize advanced nuclear development, despite existing low-cost energy sources and environmental concerns.
178. https://www.miningnewsnorth.com/story/2026/04/24/news/ontario-yukon-team-up-on-nuclear-energy/9645.html - Ontario and Yukon governments signed a partnership agreement on April 22, 2026, to explore small modular reactor (SMR) and microreactor deployment. The collaboration aims to address Yukon's strained electricity system and reliance on diesel by leveraging Ontario's nuclear expertise. Ontario Power Generation and Yukon Energy will assess technological readiness, regulatory frameworks, and financing for potential grid and off-grid applications in remote communities and mines.
179. https://www.renewcanada.net/nuclear-frontier-provinces-unite-to-redraw-canadas-energy-map/ - Ontario, Yukon, Alberta, and Saskatchewan have announced new partnerships and roadmaps to integrate nuclear power into their energy mixes. Ontario and Yukon signed a partnership to explore Small Modular Reactors (SMRs) to stabilize Yukon's grid. Alberta released a blueprint for nuclear integration following public consultations. SaskPower signed an MOU with Bruce Power to evaluate large-scale reactor technologies. These moves aim to address aging infrastructure and rising electricity demands.
180. https://energiesmedia.com/european-nuclear-fuel-fortum-framatome/ - Fortum and Framatome have agreed to develop a fully European nuclear fuel solution for VVER-type reactors, including Fortum's Loviisa plant. The initiative involves a 100% European design and supply chain, utilizing Framatome's fabrication plants in France and Germany. This partnership joins other utilities, including ČEZ, MVM Paks, and Slovenské elektrárne, in a phased development process aimed at increasing fuel diversity and enhancing energy security across Europe. Qualified fuel shipments are expected to begin in the early 2030s following prototype manufacturing and licensing.
181. https://www.powermag.com/terrapowers-kemmerer-1-enters-construction-timeline-of-the-natrium-projects-road-to-first-power/ - On April 23, 2026, TerraPower officially commenced construction on Kemmerer Unit 1, its flagship Natrium sodium-cooled fast reactor plant in Kemmerer, Wyoming. This milestone follows the U.S. Nuclear Regulatory Commission's issuance of a construction permit on March 4, 2026, marking the first approval for a commercial non-light water reactor in over 40 years. The project, backed by federal support and led by EPC contractor Bechtel, aims to achieve commercial operation between 2030 and 2031. The plant features a 345-MW reactor with integrated molten-salt energy storage, targeting a total output of 500 MW to support grid needs and data center loads.
182. https://en.interfax.com.ua/news/economic/1161836.html - First Deputy Prime Minister of Energy Denys Shmyhal announced Ukraine's ambition to reach 25 GW of nuclear power capacity by 2050. The plan involves completing Units 3 and 4 at the Khmelnytsky Nuclear Power Plant and constructing Units 5 and 6. Shmyhal also outlined a strategy for a vertically integrated nuclear industry, including the corporatization of SkhidGOK and its merger with Energoatom, to form the basis of the country's new energy architecture. Currently, Ukraine operates three plants with a combined capacity of approximately 7.8 GW following the occupation of the Zaporizhia plant.
183. https://www.sacurrent.com/news/san-antonio-news/experts-warn-of-risks-involved-in-welcoming-nuclear-reactor-at-san-antonio-air-force-base/ - The Department of the Air Force selected Joint Base-San Antonio as a site for a nuclear microreactor pilot program aimed at ensuring energy resilience. While officials state the project will guarantee power for critical missions, experts caution that advanced reactors still pose risks of accidents, radioactive waste, and water strain. The initiative, partnering with Antares Nuclear Inc., targets operation by 2028. Concurrently, Texas Governor Greg Abbott signed legislation creating a $350 million fund to subsidize advanced nuclear development, despite existing low-cost energy sources and environmental concerns.
184. https://timesofoman.com//article/170992-world-facing-biggest-energy-security-threat-in-history-iea-chief-fatih-birol - Fatih Birol, Executive Director of the International Energy Agency (IEA), stated that the global market has lost 13 million barrels per day of oil due to disruptions centred on the Strait of Hormuz. The double-blockade by Iran and the United States threatens to cause the largest energy crisis ever faced, potentially leading to inflation, economic contraction, and energy rationing. Birol highlighted an imminent jet fuel crunch in Europe, which relies heavily on Middle Eastern supplies. While the IEA agreed to release emergency oil reserves to buy time, Birol emphasised that reopening the strait is the only permanent solution, urging governments to accelerate the transition to nuclear and renewable energy sources.
185. https://www.miningnewsnorth.com/story/2026/04/24/news/ontario-yukon-team-up-on-nuclear-energy/9645.html - Ontario and Yukon governments signed a partnership agreement on April 22, 2026, to explore small modular reactor (SMR) and microreactor deployment. The collaboration aims to address Yukon's strained electricity system and reliance on diesel by leveraging Ontario's nuclear expertise. Ontario Power Generation and Yukon Energy will assess technological readiness, regulatory frameworks, and financing for potential grid and off-grid applications in remote communities and mines.
186. https://www.chinatechnews.com/2026/04/24/120424-more-countries-are-turning-to-nuclear-power-40-years-after-the-chernobyl-disaster - Four decades after the 1986 Chernobyl disaster, global nuclear power development is reviving, accelerated by conflict in the Middle East. Over 400 reactors operate in 31 countries, with approximately 70 under construction. Nuclear energy currently generates about 10% of the world's electricity and represents a quarter of low-carbon power sources. Recent technological improvements have enhanced safety features and reduced construction costs.
187. https://www.renewcanada.net/nuclear-frontier-provinces-unite-to-redraw-canadas-energy-map/ - Ontario, Yukon, Alberta, and Saskatchewan have announced new partnerships and roadmaps to integrate nuclear power into their energy mixes. Ontario and Yukon signed a partnership to explore Small Modular Reactors (SMRs) to stabilize Yukon's grid. Alberta released a blueprint for nuclear integration following public consultations. SaskPower signed an MOU with Bruce Power to evaluate large-scale reactor technologies. These moves aim to address aging infrastructure and rising electricity demands.
188. https://www.sacurrent.com/news/san-antonio-news/experts-warn-of-risks-involved-in-welcoming-nuclear-reactor-at-san-antonio-air-force-base/ - The Department of the Air Force selected Joint Base-San Antonio as a site for a nuclear microreactor pilot program aimed at ensuring energy resilience. While officials state the project will guarantee power for critical missions, experts caution that advanced reactors still pose risks of accidents, radioactive waste, and water strain. The initiative, partnering with Antares Nuclear Inc., targets operation by 2028. Concurrently, Texas Governor Greg Abbott signed legislation creating a $350 million fund to subsidize advanced nuclear development, despite existing low-cost energy sources and environmental concerns.
189. https://www.nationalobserver.com/2026/04/23/news/nuclear-energy-experiencing-global-revival-40-years-after-chernobyl - Nuclear energy is experiencing a global resurgence four decades after the Chernobyl disaster, driven by the need for secure electricity amid conflicts in the Middle East. Over 400 reactors are operational in 31 countries, with approximately 70 under construction. The United States, China, and France are leading expansion efforts, while the European Commission acknowledges past reliance on fossil fuels as a strategic mistake and plans to integrate nuclear into its clean energy mix. Despite Germany's continued phase-out, nations like Belgium and Spain are reconsidering policies, and Small Modular Reactors are being developed for the early 2030s.
190. https://www.theyeshivaworld.com/news/general/2539491/global-interest-in-nuclear-energy-rises-as-demand-for-power-grows.html - Global interest in nuclear energy is increasing due to rising power demand and geopolitical instability. Over 400 reactors operate in 31 countries, with 70 under construction. The US aims to quadruple capacity by 2050, while China leads new builds. Europe, previously reducing reliance, now views nuclear as essential for energy security and climate goals, with France expanding and Belgium extending plant lifespans. Conversely, Germany maintains its phase-out plan. Russia continues exporting technology and expanding domestically.
191. https://www.ans.org/news/2026-04-23/article-7973/nrc-commissioners-testify-before-us-house-subcommittee/ - NRC commissioners testified before a U.S. House subcommittee chaired by Rep. Bob Latta regarding the agency's independence, rulemaking progress, and budget. Commissioners confirmed the NRC is on track to complete regulatory revisions by November 23, 2026. However, they expressed concern over an 8 percent budget cut for FY 2027 and a 7 percent reduction in staff, warning that doing more with less creates an unsustainable dynamic for nuclear safety oversight.
192. https://oilprice.com/Alternative-Energy/Nuclear-Power/Will-New-Fusion-Reactors-Beat-SMRs-to-Market.html - Energy consultant Wood Mackenzie reports that three US fusion firms, Commonwealth Fusion Systems, Inertia Enterprises, and Helion, have updated timelines for commercial viability to 2031 or 2032. These dates place them in direct competition with the first generation of small modular reactors (SMRs). The companies assert they have resolved major engineering challenges regarding plasma confinement and net energy gain. Helion, partnered with Microsoft, targets deployment in 2028, while Inertia Enterprises raised $450 million in financing. The sector faces significant capital requirements and competition from SMRs.
193. https://nj1015.com/salem-nuclear-cobalt-60-production/ - PSEG's Salem nuclear generating station in Lower Alloways Creek, New Jersey, has commenced commercial-scale production of Cobalt-60, a synthetic isotope vital for sterilizing medical devices and cancer radiation therapy. This marks the first time pressurized water reactors in the US have produced the isotope on this scale. The initiative, utilizing Westinghouse Cobalt Burnable Absorbers, aims to reduce US reliance on foreign sources, particularly Russia, and supply Nordion, a Canadian company. The project is expected to serve as a roadmap for other nuclear plants.
194. https://newhampshirebulletin.com/briefs/house-defeats-advanced-nuclear-proposal-from-senate/ - The New Hampshire House of Representatives defeated Senate Bill 447 on the consent calendar by voice vote. The proposal, sponsored by Sen. Kevin Avard, would have permitted utilities to own advanced nuclear reactors up to 300 megawatts. The bill previously passed the Senate but was rejected by the House Committee on Science, Technology, and Energy. Critics argue the measure would allow utilities to reestablish a vertically integrated monopoly over the power market, reversing restrictions from the mid-1990s.
195. https://nj1015.com/salem-nuclear-cobalt-60-production/ - PSEG's Salem nuclear generating station in Lower Alloways Creek, New Jersey, has commenced commercial-scale production of Cobalt-60, a synthetic isotope vital for sterilizing medical devices and cancer radiation therapy. This marks the first time pressurized water reactors in the US have produced the isotope on this scale. The initiative, utilizing Westinghouse Cobalt Burnable Absorbers, aims to reduce US reliance on foreign sources, particularly Russia, and supply Nordion, a Canadian company. The project is expected to serve as a roadmap for other nuclear plants.
196. https://www.ots.at/presseaussendung/OTS_20260423_OTS0202/nationalrat-bekraeftigt-einstimmig-anti-atom-kurs-oesterreichs - The Austrian Nationalrat unanimously adopted resolutions to continue the country's anti-nuclear energy policy. Representatives from the ÖVP, SPÖ, NEOS, and Greens parties called for the federal government to oppose new nuclear power plants, including Small Modular Reactors (SMRs), and to reject EU funding for such projects. The assembly also urged the government to advocate for the withdrawal of Russian forces from the Zaporizhzhia nuclear plant in Ukraine. The Freedom Party (FPÖ) abstained on the resolution regarding the use of nuclear power in warfare. The decision was made in Vienna ahead of the 40th anniversary of the Chernobyl disaster.
197. https://www.haberler.com/guncel/cin-in-kurulu-nukleer-enerji-kapasitesi-120-milyon-19776995-haberi/ - Wang Shoujun, chairman of the China Nuclear Society, stated at the 2026 China Nuclear Industry Fair in Beijing that the country's total installed nuclear energy capacity surpassed 120 million kilowatts by the end of 2025, placing it first globally. The nation currently operates 112 nuclear units. The sector is focusing on high-quality development, third and fourth-generation technologies, and small modular reactors as part of the 15th Five-Year Plan.
198. https://www.utilitydive.com/news/pjm-market-monitor-constellations-nuclear-crane-waiver/818216/ - PJM Interconnection's market monitor, Monitoring Analytics, opposes Constellation Energy's request for waivers to expedite the restart of the Crane nuclear unit, formerly Three Mile Island Unit 1. The request seeks to transfer Capacity Interconnection Rights from fossil-fuelled Eddystone units to Crane to enable full power delivery. Monitoring Analytics argues the request fails FERC standards as it does not address an error in good faith and could harm third parties by shifting upgrade costs. Constellation aims to restart the unit by 2027 under a 20-year deal with Microsoft, though transmission upgrades may delay full delivery until 2030.
199. https://www.northernminer.com/news/myriad-builds-uranium-district-as-report-shows-scale/1003890329/ - Myriad Uranium is set to consolidate a fragmented uranium district in Wyoming through a planned all-share merger with Rush Rare Metals, granting Rush a quarter interest. A new technical report compiles decades of historical drilling data, positioning the Copper Mountain project at an advanced exploration stage. The district, located 270 km west of Cheyenne, has not been controlled by a single firm since the 1970s. Myriad plans a second-stage drilling program to test historical resource estimates, which range from 16.5 to 26.7 million pounds of uranium oxide across seven deposits, with potential for significant upside based on modern assay data.
200. https://canadianminingmagazine.com/blog/mining-technology/uranium-drumming-where-automation-becomes-a-safety-system/ - Ionic Mechatronics has developed automated filling and sealing stations for uranium concentrate packaging to remove direct human contact with radioactive materials. The system handles drum destacking, positioning, legal-for-trade weighing, sampling, cleaning, and labelling within a sealed, negative-pressure environment. This automation addresses safety risks associated with airborne particulate exposure and ensures compliance with strict nuclear material standards. The technology aims to reduce production downtime and variability while enhancing worker safety in mining operations.
201. https://www.canadianminingjournal.com/news/purepoint-advances-3d-uranium-targeting-technology/ - Purepoint Uranium Group completed an integrated geophysical program combining airborne MobileMT surveys with advanced 3D structural modeling across its Celeste East, Russell South, and Tabbernor projects in the Athabasca Basin. The work, conducted by Expert Geophysics Limited, significantly enhanced the ability to identify and rank subsurface structures likely to host uranium mineralization. Results include refined geological frameworks at Celeste East and the definition of previously inaccessible basement features at Russell South. Purepoint will commence an expanded geophysical program at the Dorado and Henday Lake projects ahead of its planned June 2026 drill campaign.
202. https://www.zerohedge.com/markets/air-force-advances-microreactor-deployments-three-bases - The Department of the Air Force has announced partnerships for microreactor development at Buckley Space Force Base, Malmstrom Air Force Base, and Joint Base San Antonio. Radiant Industries, Westinghouse, and Antares Nuclear will deploy specific microreactor models at these locations. The initiative aims to operate at least one advanced nuclear reactor on a DAF installation by 2030, supporting resilient, emissions-free power for military sites.
203. https://www.powermag.com/air-force-anpi-picks-put-radiant-antares-westinghouse-on-track-for-first-on%E2%80%91base-microreactors-by-2028/ - The US Air Force has selected Radiant Industries, Antares Nuclear, and Westinghouse Government Services to develop and operate contractor-owned microreactors at Buckley Space Force Base, Malmstrom Air Force Base, and Joint Base San Antonio. Initial deployments are targeted for 2028, with at least one reactor expected to be operational by 2030. The Advanced Nuclear Power for Installations (ANPI) program, a collaboration between the Department of the Air Force and the Defense Innovation Unit, aims to provide resilient, on-site power for critical missions. The selected vendors will proceed with site-specific analysis and environmental reviews under the National Environmental Policy Act before construction begins.
204. https://thenextweb.com/news/us-microreactor-companies-air-force-bases-nuclear - The Pentagon has narrowed its Advanced Nuclear Power for Installations programme to three companies from an original eight, advancing microreactor deployment at Buckley Space Force Base and Malmstrom Air Force Base by 2030. The initiative, backed by Executive Order 14299 and $125 million in funding, aims to replace reliance on the civilian power grid to address vulnerabilities from cyberattacks and extreme weather. Selected vendors will operate commercially owned reactors on military land, serving as a proving ground for technology that could also power AI data centres.
205. https://www.zerohedge.com/markets/air-force-advances-microreactor-deployments-three-bases - The Department of the Air Force has announced partnerships for microreactor development at Buckley Space Force Base, Malmstrom Air Force Base, and Joint Base San Antonio. Radiant Industries, Westinghouse, and Antares Nuclear will deploy specific microreactor models at these locations. The initiative aims to operate at least one advanced nuclear reactor on a DAF installation by 2030, supporting resilient, emissions-free power for military sites.
206. https://canadianminingmagazine.com/blog/mining-technology/uranium-drumming-where-automation-becomes-a-safety-system/ - Ionic Mechatronics has developed automated filling and sealing stations for uranium concentrate packaging to remove direct human contact with radioactive materials. The system handles drum destacking, positioning, legal-for-trade weighing, sampling, cleaning, and labelling within a sealed, negative-pressure environment. This automation addresses safety risks associated with airborne particulate exposure and ensures compliance with strict nuclear material standards. The technology aims to reduce production downtime and variability while enhancing worker safety in mining operations.
207. https://www.radioiowa.com/2026/04/23/senator-nuclear-plants-must-help-start-isu-engineering-program-to-get-tax-break/ - A bill prepared for debate in the Iowa Senate proposes a sales tax rebate for nuclear power plant construction. The legislation mandates that any company receiving this tax break must donate 15 percent of the savings to establish a nuclear engineering program at a state university. Senator Dan Dawson, a Republican from Council Bluffs, stated the measure aims to create a local workforce for nuclear facilities, preventing the state from relying on temporary imports of skilled individuals. The proposal responds to a House bill that granted tax breaks to facilities like the Duane Arnold Power Plant without such workforce development requirements.
208. https://thenextweb.com/news/us-microreactor-companies-air-force-bases-nuclear - The Pentagon has narrowed its Advanced Nuclear Power for Installations programme to three companies from an original eight, advancing microreactor deployment at Buckley Space Force Base and Malmstrom Air Force Base by 2030. The initiative, backed by Executive Order 14299 and $125 million in funding, aims to replace reliance on the civilian power grid to address vulnerabilities from cyberattacks and extreme weather. Selected vendors will operate commercially owned reactors on military land, serving as a proving ground for technology that could also power AI data centres.
209. https://www.zerohedge.com/markets/air-force-advances-microreactor-deployments-three-bases - The Department of the Air Force has announced partnerships for microreactor development at Buckley Space Force Base, Malmstrom Air Force Base, and Joint Base San Antonio. Radiant Industries, Westinghouse, and Antares Nuclear will deploy specific microreactor models at these locations. The initiative aims to operate at least one advanced nuclear reactor on a DAF installation by 2030, supporting resilient, emissions-free power for military sites.
210. https://fmdrc-zambia.com/ivanhoe-mines-advances-platreef-with-three-major-project-milestones-completed/?utm_source=rss&utm_medium=rss&utm_campaign=ivanhoe-mines-advances-platreef-with-three-major-project-milestones-completed - Ivanhoe Mines announced the completion of three major development milestones at its Platreef Mine in Limpopo Province, South Africa. The achievements include the completion of Shaft #3 construction, the breaking of ground for the Phase 2 concentrator site, and the commencement of widening Shaft #2. These steps advance the Phase 2 and future Phase 3 expansions. The ceremony was attended by company executives and representatives from partners including JOGMEC, ITOCHU Corporation, and B-BBEE groups.
211. https://thenextweb.com/news/us-microreactor-companies-air-force-bases-nuclear - The Pentagon has narrowed its Advanced Nuclear Power for Installations programme to three companies from an original eight, advancing microreactor deployment at Buckley Space Force Base and Malmstrom Air Force Base by 2030. The initiative, backed by Executive Order 14299 and $125 million in funding, aims to replace reliance on the civilian power grid to address vulnerabilities from cyberattacks and extreme weather. Selected vendors will operate commercially owned reactors on military land, serving as a proving ground for technology that could also power AI data centres.
212. https://raillynews.com/2026/04/first-4th-generation-nuclear-reactor-foundation-laid-in-the-us/ - Kairos Power has laid the foundation for its second modular nuclear reactor, Hermes-2, in Oak Ridge, Tennessee. This project marks a significant step in deploying fourth-generation nuclear technology featuring TRISO fuel and fluoride salt coolants. The facility aims to demonstrate enhanced safety, higher efficiency, and reduced waste compared to traditional reactors. Supported by partnerships including Google, the initiative seeks to accelerate the commercial adoption of safer, sustainable nuclear energy solutions.
213. https://raillynews.com/2026/04/first-4th-generation-nuclear-reactor-foundation-laid-in-the-us/ - Kairos Power has laid the foundation for its second modular nuclear reactor, Hermes-2, in Oak Ridge, Tennessee. This project marks a significant step in deploying fourth-generation nuclear technology featuring TRISO fuel and fluoride salt coolants. The facility aims to demonstrate enhanced safety, higher efficiency, and reduced waste compared to traditional reactors. Supported by partnerships including Google, the initiative seeks to accelerate the commercial adoption of safer, sustainable nuclear energy solutions.
214. https://www.todayville.com/heres-why-smith-and-carney-governments-should-scrap-industrial-carbon-tax/ - Alberta, Saskatchewan, and Ontario are evaluating different nuclear reactor options for their energy plans. Alberta has shortlisted Canadian manufacturers AtkinsRéalis and Westinghouse Electric. Saskatchewan is considering US-based GE Hitachi SMRs and exploring Westinghouse technology. Ontario Power Generation has begun construction on four GE Hitachi SMRs at Darlington. The article highlights the scarcity of operational SMRs globally, the influence of political connections and ownership stakes in manufacturer selection, and the challenges of procurement in the Canadian nuclear sector.
215. https://www.bechtel.com/press-releases/bechtel-and-terrapower-begin-construction-at-natrium-kemmerer-unit-1/ - Bechtel, acting as the EPC partner for TerraPower, has commenced construction at the Natrium Kemmerer Unit 1 site in Wyoming. This project marks the first utility-scale advanced reactor in the United States to receive a construction permit from the Nuclear Regulatory Commission. Bechtel is mobilizing teams to execute the project, aiming to establish a blueprint for scalable advanced nuclear energy delivery to support rising electricity demand.
216. https://www.bechtel.com/press-releases/bechtel-and-terrapower-begin-construction-at-natrium-kemmerer-unit-1/ - Bechtel, acting as the EPC partner for TerraPower, has commenced construction at the Natrium Kemmerer Unit 1 site in Wyoming. This project marks the first utility-scale advanced reactor in the United States to receive a construction permit from the Nuclear Regulatory Commission. Bechtel is mobilizing teams to execute the project, aiming to establish a blueprint for scalable advanced nuclear energy delivery to support rising electricity demand.
217. https://www.todayville.com/heres-why-smith-and-carney-governments-should-scrap-industrial-carbon-tax/ - Alberta, Saskatchewan, and Ontario are evaluating different nuclear reactor options for their energy plans. Alberta has shortlisted Canadian manufacturers AtkinsRéalis and Westinghouse Electric. Saskatchewan is considering US-based GE Hitachi SMRs and exploring Westinghouse technology. Ontario Power Generation has begun construction on four GE Hitachi SMRs at Darlington. The article highlights the scarcity of operational SMRs globally, the influence of political connections and ownership stakes in manufacturer selection, and the challenges of procurement in the Canadian nuclear sector.
218. https://www.cnbc.com/2026/04/23/this-nuclear-energy-stock-has-more-than-tripled-hsbc-sees-more-gains-ahead.html - HSBC initiated coverage on Oklo with a buy rating and a $96 price target, implying 32.6% upside. The analyst cites Oklo's participation in the Department of Energy's Reactor Pilot Program and Fuel Line Pilot Program as key drivers. Oklo aims to achieve criticality for its Aurora projects by July 4, 2026, and target 150 megawatts for Meta by 2030. The firm expects first revenue later this year from the Idaho Radiochemistry Laboratory. Shares have risen approximately 210% over the past year.
219. https://rollingout.com/2026/04/23/oklo-stock-surges-16-after-nvidia-deal/ - Oklo shares rose 16% following a collaboration with Nvidia on AI infrastructure for nuclear fuel modeling and an HSBC Buy rating with a $96 price target. The partnership aims to accelerate validation of the Pluto reactor design at Los Alamos National Laboratory. Oklo targets commercial power delivery from its Aurora facility by the end of 2027 and holds an agreement with Meta to supply 150 MW by 2030. The company maintains $2.5 billion in cash and no debt, though analysts note execution risks and varying price targets.
220. https://www.decouple.media/p/the-absolute-best-water-reactor - The US Department of Energy is evaluating GE Hitachi's Advanced Boiling Water Reactor (ABWR) as a potential alternative to the Westinghouse AP1000 due to concerns over Westinghouse's slow construction pace and financial instability following the Vogtle project delays. The ABWR, originally developed by TEPCO in Japan in the 1990s, is noted for its rapid 38-month construction timeline and proven operational history. While the US nuclear industry faces challenges related to supply chain atrophy and a lack of experienced workforce, the DOE is engaging with GE Vernova Hitachi Nuclear Energy to assess the feasibility of deploying the ABWR technology to restore competitiveness and provide cost-overrun insurance for future projects.
221. https://www.jdsupra.com/legalnews/reactors-to-rockets-nuclear-power-s-8399532/ - Following Executive Order 14369, the US Administration issued the National Initiative for American Space Nuclear Power memorandum (NSTM-3) on April 14, 2026. This directive mandates federal agencies to deploy nuclear reactors in orbit and on the Moon by the end of 2026. NASA is tasked with developing low- and mid-power reactors in partnership with private vendors, while the Department of Defense and Department of Energy provide support. The initiative aims to establish a commercial space nuclear industry to support the Artemis program and future Mars missions, despite ongoing regulatory and legal challenges regarding liability and safety.
222. https://www.cnbc.com/2026/04/23/this-nuclear-energy-stock-has-more-than-tripled-hsbc-sees-more-gains-ahead.html - HSBC initiated coverage on Oklo with a buy rating and a $96 price target, implying 32.6% upside. The analyst cites Oklo's participation in the Department of Energy's Reactor Pilot Program and Fuel Line Pilot Program as key drivers. Oklo aims to achieve criticality for its Aurora projects by July 4, 2026, and target 150 megawatts for Meta by 2030. The firm expects first revenue later this year from the Idaho Radiochemistry Laboratory. Shares have risen approximately 210% over the past year.
223. https://idahocapitalsun.com/2026/04/23/terrapower-breaks-ground-on-a-rarity-a-nuclear-reactor-wyomings-first/ - TerraPower has officially begun construction on the Natrium nuclear power plant in Kemmerer, Wyoming, marking the state's first nuclear facility. The 345-megawatt project, backed by Bill Gates, is expected to be completed by 2031. The facility utilizes advanced sodium-cooled technology and will be built underground. The initiative aims to provide cheap electricity and create jobs while addressing climate change.
224. https://insideinvestigator.org/gov-lamont-applauds-pura-takes-bow-for-lower-electricity-prices/ - Connecticut Governor Ned Lamont announced an average $30 monthly decrease in the public benefits charge on electricity bills, attributed to savings from nuclear power contracts at Millstone and Seabrook. The reduction reflects a refund for overpayments made last year. Department of Energy and Environmental Protection Commissioner Katie Dykes credited the 2019 legislation approved by Lamont for securing fixed-price nuclear energy, insulating ratepayers from volatile fossil fuel costs. While Eversource warned of potential future price increases, the state aims to stabilize costs ahead of the 2026 elections.
225. https://interestingengineering.com/space/nasa-nuclear-powered-mars-mission - NASA Administrator Jared Isaacman is advancing Space Reactor-1 (SR-1) Freedom, a nuclear fission-powered spacecraft scheduled for a December 2028 launch. The mission aims to demonstrate nuclear electric propulsion for interplanetary travel to Mars, utilizing a 20-kWe reactor fueled by HALEU. SR-1 Freedom will serve as a mother ship for the Skyfall drone swarm, which will survey landing sites and identify ice deposits. Following the Skyfall mission, the spacecraft may perform a flyby or enter Mars orbit. This initiative supports a broader roadmap to establish a permanent nuclear-driven base at the Moon's south pole by 2032, involving a $30 billion investment and a shift away from the orbital Gateway Program.
226. https://idahocapitalsun.com/2026/04/23/terrapower-breaks-ground-on-a-rarity-a-nuclear-reactor-wyomings-first/ - TerraPower has officially begun construction on the Natrium nuclear power plant in Kemmerer, Wyoming, marking the state's first nuclear facility. The 345-megawatt project, backed by Bill Gates, is expected to be completed by 2031. The facility utilizes advanced sodium-cooled technology and will be built underground. The initiative aims to provide cheap electricity and create jobs while addressing climate change.
227. https://www.jdsupra.com/legalnews/reactors-to-rockets-nuclear-power-s-8399532/ - Following Executive Order 14369, the US Administration issued the National Initiative for American Space Nuclear Power memorandum (NSTM-3) on April 14, 2026. This directive mandates federal agencies to deploy nuclear reactors in orbit and on the Moon by the end of 2026. NASA is tasked with developing low- and mid-power reactors in partnership with private vendors, while the Department of Defense and Department of Energy provide support. The initiative aims to establish a commercial space nuclear industry to support the Artemis program and future Mars missions, despite ongoing regulatory and legal challenges regarding liability and safety.
228. https://www.elnacional.com/2026/04/iran-posee-una-reserva-de-uranio-enriquecido-pero-podria-utilizarla-para-fabricar-un-arma-nuclear/ - Iranian Vice-Minister of Foreign Affairs Saeed Khatibzadeh denied US President Donald Trump's claim that Tehran would surrender its enriched uranium reserves to end the war. While Iran holds approximately 440kg of 60% enriched uranium capable of rapid conversion to weapons-grade material, the country insists its nuclear facilities remain peaceful. The International Atomic Energy Agency reports no evidence of an active weapons program, though US intelligence suggests Iran could produce enough material for one device in under a week if it chose to do so.
229. https://www.trend.az/casia/kazakhstan/4178243.html - President Kassym-Jomart Tokayev and EDF CEO Bernard Fontana met in Astana to discuss strengthening cooperation in sustainable energy and modern infrastructure. The leaders also addressed uranium supply. Kazakhstan plans its first nuclear power plant near Ulken in the Almaty region with Rosatom, following a 2024 referendum and a 2025 name approval. A second plant near Lake Balkhash is under consideration.
230. https://www.ans.org/news/2026-04-23/article-7971/iter-vacuum-vessel-exempted-from-fissionbased-regulation/ - ITER's vacuum vessel has been reclassified from nuclear pressurized equipment, as its electromagnetic loads dominate over negligible pressure loads. This regulatory change, approved by the French Atomic Energy and Alternative Energies Commission (ASNR), adjusts technical requirements and quality management programs to align with tokamak fusion standards. ITER Director General Pietro Barabaschi and Safety Department head Gilles Perrier stated the move supports timely project progress and proportionate safety objectives. Globally, regulators like the US NRC and UK Environment Agency are developing technology-neutral frameworks to avoid applying fission-specific rules to fusion devices.
231. https://idahocapitalsun.com/2026/04/23/terrapower-breaks-ground-on-a-rarity-a-nuclear-reactor-wyomings-first/ - TerraPower has officially begun construction on the Natrium nuclear power plant in Kemmerer, Wyoming, marking the state's first nuclear facility. The 345-megawatt project, backed by Bill Gates, is expected to be completed by 2031. The facility utilizes advanced sodium-cooled technology and will be built underground. The initiative aims to provide cheap electricity and create jobs while addressing climate change.
232. https://www.exterrajsc.com/p/space-reactor-1-freedom - On March 23, 2026, NASA announced the Space Reactor-1 Freedom mission, targeting a December 2028 launch to activate the US nuclear space industrial base. The mission will use a closed Brayton cycle fission reactor and repurposed Power and Propulsion Element hardware to generate over 20 kWe for interplanetary propulsion. Supported by White House National Security and Technology Memorandum-3, the project aims to establish flight heritage for high-assay low-enriched uranium (HALEU) fuel and regulatory precedents. Key supply chain participants include Intuitive Machines, X-energy, Westinghouse, BWX Technologies, and national laboratories, though no prime integrator has been publicly named.
233. https://www.deccanchronicle.com/world/europe/nuclear-energy-having-global-revival-40-years-after-chernobyl-1952267 - Nuclear power is experiencing a global resurgence four decades after the Chernobyl disaster, driven by energy security needs and climate goals. Over 400 reactors are operational in 31 countries, with approximately 70 more under construction. Major players include the United States, China, and Russia, while the European Commission has acknowledged past policy errors and is encouraging new plant development. The trend is supported by the International Energy Agency and the International Atomic Energy Agency, with nations like France expanding capacity and Germany reconsidering its stance on small modular reactors.
234. https://www.exterrajsc.com/p/space-reactor-1-freedom - On March 23, 2026, NASA announced the Space Reactor-1 Freedom mission, targeting a December 2028 launch to activate the US nuclear space industrial base. The mission will use a closed Brayton cycle fission reactor and repurposed Power and Propulsion Element hardware to generate over 20 kWe for interplanetary propulsion. Supported by White House National Security and Technology Memorandum-3, the project aims to establish flight heritage for high-assay low-enriched uranium (HALEU) fuel and regulatory precedents. Key supply chain participants include Intuitive Machines, X-energy, Westinghouse, BWX Technologies, and national laboratories, though no prime integrator has been publicly named.
235. https://www.exterrajsc.com/p/space-reactor-1-freedom - On March 23, 2026, NASA announced the Space Reactor-1 Freedom mission, targeting a December 2028 launch to activate the US nuclear space industrial base. The mission will use a closed Brayton cycle fission reactor and repurposed Power and Propulsion Element hardware to generate over 20 kWe for interplanetary propulsion. Supported by White House National Security and Technology Memorandum-3, the project aims to establish flight heritage for high-assay low-enriched uranium (HALEU) fuel and regulatory precedents. Key supply chain participants include Intuitive Machines, X-energy, Westinghouse, BWX Technologies, and national laboratories, though no prime integrator has been publicly named.
236. https://www.deccanchronicle.com/world/europe/nuclear-energy-having-global-revival-40-years-after-chernobyl-1952267 - Nuclear power is experiencing a global resurgence four decades after the Chernobyl disaster, driven by energy security needs and climate goals. Over 400 reactors are operational in 31 countries, with approximately 70 more under construction. Major players include the United States, China, and Russia, while the European Commission has acknowledged past policy errors and is encouraging new plant development. The trend is supported by the International Energy Agency and the International Atomic Energy Agency, with nations like France expanding capacity and Germany reconsidering its stance on small modular reactors.
237. https://kalkinemedia.com/au/stocks/metal-and-mining/legacy-push-gains-all-ordinaries-mining-project-momentum - Legacy Minerals Holdings Limited (ASX:LGM) has progressed the Mt Carrington project via a strategic agreement aimed at enhancing technical capabilities and resource evaluation. The collaboration focuses on integrating specialised expertise to refine exploration methodologies and optimise resource development processes. This initiative aligns with broader mining sector trends regarding technological integration and project efficiency within the Australian market.
238. https://interestingengineering.com/energy/us-air-force-base-for-micro-nuclear-reactor - The US Department of the Air Force has selected Antares Nuclear to develop and operate a micro nuclear reactor at Joint Base San Antonio in Texas. This site is the third chosen for the ANPI pilot program, following Buckley Space Force Base and Malmstrom Air Force Base. The Antares R1 reactor aims to provide independent, reliable power for national security missions, ensuring operations continue regardless of commercial grid status. Antares plans to achieve criticality by July 2026, with production deployments targeted for 2028 or earlier.
239. https://interestingengineering.com/energy/us-air-force-base-for-micro-nuclear-reactor - The US Department of the Air Force has selected Antares Nuclear to develop and operate a micro nuclear reactor at Joint Base San Antonio in Texas. This site is the third chosen for the ANPI pilot program, following Buckley Space Force Base and Malmstrom Air Force Base. The Antares R1 reactor aims to provide independent, reliable power for national security missions, ensuring operations continue regardless of commercial grid status. Antares plans to achieve criticality by July 2026, with production deployments targeted for 2028 or earlier.
240. https://www.prnewswire.com/news-releases/terrapower-commences-construction-on-americas-first-utility-scale-advanced-nuclear-power-plant-302751734.html - * TerraPower announced the official start of construction on Kemmerer Unit 1, the first utility-scale advanced nuclear power plant in the United States. * The project, located in Kemmerer, Wyoming, features a 345-megawatt sodium-cooled fast reactor with an integrated molten salt-based energy storage system. * Construction is being led by Bechtel as the engineering, procurement, and construction contractor, with a workforce of approximately 1,600 workers mobilized. * The plant is part of the U.S. Department of Energy's Advanced Reactor Demonstration Program and includes a technology agreement with Meta for up to eight units by 2035. * Once operational, the facility is expected to deliver reliable baseload power and serve as a commercial blueprint for a fleet of Natrium plants globally.
241. https://interestingengineering.com/energy/us-air-force-base-for-micro-nuclear-reactor - The US Department of the Air Force has selected Antares Nuclear to develop and operate a micro nuclear reactor at Joint Base San Antonio in Texas. This site is the third chosen for the ANPI pilot program, following Buckley Space Force Base and Malmstrom Air Force Base. The Antares R1 reactor aims to provide independent, reliable power for national security missions, ensuring operations continue regardless of commercial grid status. Antares plans to achieve criticality by July 2026, with production deployments targeted for 2028 or earlier.
242. https://blog.ucs.org/edwin-lyman/why-is-the-us-so-anxious-to-unlearn-the-lessons-of-the-chernobyl-disaster/ - The US Nuclear Regulatory Commission approved a permit for TerraPower to construct the Natrium reactor in Wyoming and is poised to approve similar designs like X-energy's Xe-100 in Texas without physical containment structures. This decision follows executive orders from the Trump administration aimed at accelerating nuclear licensing. Critics argue these designs lack robust safety features, such as containment buildings, increasing the risk of severe accidents similar to Chernobyl. The NRC is replacing physical barriers with 'functional' containments based on theoretical studies, raising concerns about safety standards and the potential for radioactive release.
243. https://www.prnewswire.com/news-releases/terrapower-commences-construction-on-americas-first-utility-scale-advanced-nuclear-power-plant-302751734.html - * TerraPower announced the official start of construction on Kemmerer Unit 1, the first utility-scale advanced nuclear power plant in the United States. * The project, located in Kemmerer, Wyoming, features a 345-megawatt sodium-cooled fast reactor with an integrated molten salt-based energy storage system. * Construction is being led by Bechtel as the engineering, procurement, and construction contractor, with a workforce of approximately 1,600 workers mobilized. * The plant is developed under the U.S. Department of Energy's Advanced Reactor Demonstration Program and includes a technology agreement with Meta for up to eight additional units by 2035. * Once operational, the facility is expected to deliver reliable baseload power to the grid and serve as a commercial blueprint for a fleet of Natrium plants nationwide.
244. https://blog.ucs.org/edwin-lyman/why-is-the-us-so-anxious-to-unlearn-the-lessons-of-the-chernobyl-disaster/ - The US Nuclear Regulatory Commission approved a permit for TerraPower to construct the Natrium reactor in Wyoming and is poised to approve similar designs like X-energy's Xe-100 in Texas without physical containment structures. This decision follows executive orders from the Trump administration aimed at accelerating nuclear licensing. Critics argue these designs lack robust safety features, such as containment buildings, increasing the risk of severe accidents similar to Chernobyl. The NRC is replacing physical barriers with 'functional' containments based on theoretical studies, raising concerns about safety standards and the potential for radioactive release.
245. https://www.fool.com/investing/2026/04/23/cameco-the-uranium-powerhouse-id-buy-on-every-dip/ - An investment article recommends purchasing Cameco (CCJ) on market dips, citing strong long-term prospects driven by rising energy demand from data centers and a strategic pivot away from Russian uranium suppliers. The company, a North American uranium powerhouse, owns high-grade mines in Canada and holds a 49% stake in Westinghouse Electric. Analysts project Cameco's earnings per share to reach $2.30 by 2028, supported by a partnership with the U.S. government to build new nuclear reactors.
246. https://newtalk.tw/news/view/2026-04-23/1031366 - The Taiwan Power Company submitted its plan to restart Nuclear Power Plant Three to the Nuclear Safety Commission last month. Following procedural review, the commission has entered the substantive review phase, with the first meeting scheduled for mid-May. Commission Chair Chen Ming-true stated that the review cannot be accelerated and must follow safety protocols, addressing concerns from legislators about potential delays similar to those in South Korea and the United States. The review process involves aging management and safety assessments, with the timeline dependent on specific findings.
247. https://tass.com/politics/2121099 - Yulia Zhdanova, Russia's chief delegate to the OSCE Forum for Security Cooperation, stated that plans by non-nuclear Western countries to develop or host nuclear weapons constitute a dangerous trend. She cited Germany, Poland, Finland, and Sweden as examples. The diplomat also highlighted destabilizing practices by the United States and its allies, including joint nuclear missions and efforts by the United Kingdom and France to establish pan-European nuclear deterrence.
248. https://insideclimatenews.org/news/23042026/energy-department-budget-renewable-energy-cuts/ - Senate Democrats criticized Energy Secretary Chris Wright's FY2027 budget proposal, which diverts funds from solar and wind research to subsidize fossil fuel plants and nuclear security. The Trump administration's plan includes a 16.5% reduction in non-defense energy funding, cancelling over $15 billion in renewable grants and cutting biological research by 54%. Democrats argue the cuts undermine clean energy transition and grid reliability, while Republicans support the focus on baseload power and national security amidst rising fuel prices linked to the conflict in Iran.
249. https://thediplomat.com/2026/04/vietnam-and-south-korea-agree-to-boost-cooperation-on-supply-chains-nuclear-energy/ - Vietnam and South Korea agreed to strengthen cooperation on supply chains, nuclear energy, and advanced technologies to mitigate economic fallout from Middle East tensions. Leaders signed 12 agreements, including potential financing for a nuclear plant in southern Vietnam. They reaffirmed a target to expand bilateral trade to $150 billion by 2030 and addressed investment concerns to ensure a stable environment for South Korean firms.
250. https://thediplomat.com/2026/04/vietnam-and-south-korea-agree-to-boost-cooperation-on-supply-chains-nuclear-energy/ - Vietnam and South Korea agreed to strengthen cooperation on supply chains, nuclear energy, and advanced technologies to mitigate economic fallout from Middle East tensions. Leaders signed 12 agreements, including potential financing for a nuclear plant in southern Vietnam. They reaffirmed a target to expand bilateral trade to $150 billion by 2030 and addressed investment concerns to ensure a stable environment for South Korean firms.
251. https://news.mongabay.com/2026/04/little-known-company-targets-south-african-biodiversity-hotspot-for-mining/ - Umboso Group, a Johannesburg-based company registered in 2023 with no public mining track record, applied to prospect seven tracts of land in South Africa's Northern Cape province. The applications include sites within the buffer zone of Gamsberg Nature Reserve. Environmentalists and activists criticize the 'exceptionally poor' impact assessment studies, citing risks of groundwater contamination, radioactive dust pollution, and ecosystem damage in a water-scarce region vital for local communities and unique biodiversity.
252. https://taz.de/Folgen-der-Atomkraftnutzung/!6172979/ - Germany is evaluating transmutation technologies, such as those proposed by Transmutex and iMAGINE, to convert long-lived radioactive waste into shorter-lived or stable isotopes. While the Federal Office of Nuclear Waste Management (Base) remains skeptical regarding accident risks and the scale of required facilities, proponents argue these methods could reduce waste storage requirements from a million years to approximately 800 years. The technology aims to treat Germany's existing inventory of transuranic elements without necessarily generating new energy.
253. https://www.power-technology.com/news/kairos-breaks-ground-on-hermes-2/ - Kairos Power has broken ground on the Hermes 2 Demonstration Plant in Oak Ridge, Tennessee. This facility, a two-unit 35MWt each reactor, is the first deployment under a development agreement with Google. The plant will supply up to 50MW-electrical to the Tennessee Valley Authority grid to decarbonise Google data centres. Construction is led by Barnard Construction Company, with modules fabricated in Albuquerque, New Mexico. Hermes 2 represents the first power-producing unit in Kairos Power's iterative Fluoride Salt-Cooled High-Temperature Reactor fleet.
254. https://nuclear-news.net/2026/04/23/1-b1-assessing-small-modular-nuclear-reactors-smrs-in-canada/ - The CEDAR research project at St. Thomas University published a report assessing the financial and developmental status of ten small modular nuclear reactor designs in Canada. Released on 20 April 2026, the analysis follows a 2018 strategic roadmap that anticipated the first demonstration SMR operating in 2026. The report was authored by Susan O'Donnell and M.V. Ramana and launched during a webinar on 18 March 2026, hosted by Nuclear Transparency Watch and the Sustainability Learning Lab.
255. https://www.power-technology.com/news/kairos-breaks-ground-on-hermes-2/ - Kairos Power has broken ground on the Hermes 2 Demonstration Plant in Oak Ridge, Tennessee. This facility, a two-unit 35MWt each reactor, is the first deployment under a development agreement with Google. The plant will supply up to 50MW-electrical to the Tennessee Valley Authority grid to decarbonise Google data centres. Construction is led by Barnard Construction Company, with modules fabricated in Albuquerque, New Mexico. Hermes 2 represents the first power-producing unit in Kairos Power's iterative Fluoride Salt-Cooled High-Temperature Reactor fleet.
256. https://www.indiandefensenews.in/2026/04/india-to-launch-bids-for-220-mw-bharat.html - India plans to invite bids within three to six months for the Bharat Small Modular Reactor (BSMR-200), a 220 MW nuclear unit jointly developed by the Bhabha Atomic Research Centre and the Nuclear Power Corporation of India Limited. The project, estimated at ₹5,960 Crores, aims to enhance energy security and reduce fossil fuel reliance through scalable, standardised technology. Construction is expected to take 60 to 72 months. Foreign firms may participate but must partner with domestic companies. This pilot project aligns with the government's Nuclear Energy Mission to expand clean energy capacity.
257. https://www.indiandefensenews.in/2026/04/india-to-launch-bids-for-220-mw-bharat.html - India plans to invite bids within three to six months for the Bharat Small Modular Reactor (BSMR-200), a 220 MW nuclear unit jointly developed by the Bhabha Atomic Research Centre and the Nuclear Power Corporation of India Limited. The project, estimated at ₹5,960 Crores, aims to enhance energy security and reduce fossil fuel reliance through scalable, standardised technology. Construction is expected to take 60 to 72 months. Foreign firms may participate but must partner with domestic companies. This pilot project aligns with the government's Nuclear Energy Mission to expand clean energy capacity.
258. https://www.bleedingheartland.com/2026/04/22/iowas-nuclear-tax-giveaway-weve-seen-this-movie-before-and-know-how-it-ends/ - On April 15, the Iowa House passed House File 2757, granting NextEra Energy a sales tax exemption worth tens of millions of dollars to restart the Duane Arnold Energy Center near Palo. The bill passed 94-1, with Representative Beth Wessel-Kroeschell as the sole dissenter. The exemption covers construction materials and digital systems, reducing state revenue by an estimated $28 million in fiscal year 2027. The Nuclear Regulatory Commission has not yet completed its final licensing review, expected by January 2028. The legislation mandates tax repayment only if the plant does not resume operations within 12.5 years.
259. https://www.indiandefensenews.in/2026/04/india-to-launch-bids-for-220-mw-bharat.html - India plans to invite bids within three to six months for the Bharat Small Modular Reactor (BSMR-200), a 220 MW nuclear unit jointly developed by the Bhabha Atomic Research Centre and the Nuclear Power Corporation of India Limited. The project, estimated at ₹5,960 Crores, aims to enhance energy security and reduce fossil fuel reliance through scalable, standardised technology. Construction is expected to take 60 to 72 months. Foreign firms may participate but must partner with domestic companies. This pilot project aligns with the government's Nuclear Energy Mission to expand clean energy capacity.
260. https://www.koreatimes.co.kr/business/banking-finance/20260423/korea-eximbank-steps-forward-as-key-financial-backer-for-vietnams-nuclear-power-projects?utm_source=rss - The Export-Import Bank of Korea signed a four-way memorandum of understanding in Hanoi with the Korea Trade Insurance Corp, Korea Electric Power Corp, and Vietnam National Industry-Energy Group to support financing for nuclear power projects in Vietnam. The agreement aims to facilitate the development of new nuclear facilities and establish financial models to ensure project viability, following bilateral commitments made in August 2025. The signing was attended by senior executives from both nations.
261. https://newscats.org/russia-pressures-u-s-and-iran-to-return-to-obama-era-nuclear-deal-as-global-tensions-escalate - Russian Foreign Minister Sergey Lavrov has called for the United States and Iran to revisit the 2015 Joint Comprehensive Plan of Action (JCPOA) as a basis for renewed nuclear negotiations. Lavrov attributed the original deal's collapse to the US withdrawal in 2018, arguing the framework remains the most practical starting point for stability. While talks remain fragile due to unresolved disagreements on enrichment limits and sanctions, Moscow's intervention adds complexity to a dispute with significant global economic and security implications.
262. https://www.nzz.ch/wissenschaft/kleine-modulare-reaktoren-europa-will-wieder-mehr-kernenergie-ld.10003482 - European Commission President Ursula von der Leyen admitted abandoning nuclear energy was a strategic error and announced a 200 million euro fund to promote small modular reactors (SMRs) in Europe. SMRs, offering 50 to 300 megawatts, are seen as flexible alternatives to large plants for complementing renewable energy. While Russia and China have built SMRs, the EU aims for availability in the early 2030s. Projects by Rolls-Royce and GE Vernova Hitachi are highlighted, with interest from Poland, Sweden, and the UK. Experts note SMRs reduce construction risk but do not lower electricity costs or significantly improve waste management compared to large reactors.
263. https://www.nzz.ch/schweiz/baut-die-schweiz-kuenftig-neue-akw-entschieden-wird-diese-frage-wohl-im-fraktionszimmer-der-mitte-partei-ld.10003945 - The Swiss Centre Party's National Council committee voted 13 to 12 to support a counter-proposal to the Blackout Initiative, which would allow new nuclear power plants. The decision, influenced by member Nicolò Paganini, follows a similar vote in the Council of States. While the party remains divided between pro-nuclear and renewable energy factions, this move positions the Centre Party to potentially secure a parliamentary majority for the proposal, pending a subsequent popular vote.
264. https://www.nzz.ch/wissenschaft/kleine-modulare-reaktoren-europa-will-wieder-mehr-kernenergie-ld.10003482 - European Commission President Ursula von der Leyen admitted abandoning nuclear energy was a strategic error and announced a 200 million euro fund to promote small modular reactors (SMRs) in Europe. SMRs, offering 50 to 300 megawatts, are seen as flexible alternatives to large plants for complementing renewable energy. While Russia and China have built SMRs, the EU aims for availability in the early 2030s. Projects by Rolls-Royce and GE Vernova Hitachi are highlighted, with interest from Poland, Sweden, and the UK. Experts note SMRs reduce construction risk but do not lower electricity costs or significantly improve waste management compared to large reactors.
265. https://www.nzz.ch/wissenschaft/kleine-modulare-reaktoren-europa-will-wieder-mehr-kernenergie-ld.10003482 - European Commission President Ursula von der Leyen admitted abandoning nuclear energy was a strategic error and announced a 200 million euro fund to promote small modular reactors (SMRs) in Europe. SMRs, offering 50 to 300 megawatts, are seen as flexible alternatives to large plants for complementing renewable energy. While Russia and China have built SMRs, the EU aims for availability in the early 2030s. Projects by Rolls-Royce and GE Vernova Hitachi are highlighted, with interest from Poland, Sweden, and the UK. Experts note SMRs reduce construction risk but do not lower electricity costs or significantly improve waste management compared to large reactors.
266. https://www.news4jax.com/news/world/2026/04/23/nuclear-energy-is-having-a-global-revival-40-years-after-chernobyl/ - Nuclear power is experiencing a global resurgence 40 years after the Chernobyl disaster, driven by energy security needs and climate goals. Over 400 reactors operate in 31 countries, with 70 more under construction. The US aims to quadruple capacity by 2050, while China leads new builds. Europe, previously reducing reliance, now views nuclear as essential for low-carbon power, with France expanding and Belgium extending plant life. Russia continues exporting technology. Despite past accidents like Fukushima, experts predict strong growth in the Americas, Europe, and Asia.
267. https://themarketonline.com.au/nexgen-expands-high-grade-uranium-zone-at-patterson-corridor-east-2026-04-23/ - NexGen Energy identified significant vertical growth and continuity of high-grade uranium mineralisation at its Patterson Corridor East project in Canada's Athabasca Basin. The completed winter drilling program expanded the high-grade subdomain by 33% to 550 metres in vertical extent. CEO Leigh Curyer confirmed the results indicate substantial drilling is required to fully understand the zone. A summer drilling program of approximately 29,200 metres is scheduled to commence in May.
268. https://www.business-standard.com/india-news/india-s-nuclear-reactor-milestone-at-kalpakkam-proves-doubters-wrong-126042300099_1.html - Prime Minister Narendra Modi announced that India's locally designed and built fast-breeder nuclear reactor in Kalpakkam has reached criticality, achieving a self-sustaining chain reaction. This milestone marks the second stage of a three-stage energy independence plan initiated decades ago by physicist Homi Bhabha, aiming to utilise India's thorium reserves. The reactor, located in Tamil Nadu, represents a significant technological achievement despite historical challenges and delays in the nation's nuclear programme.
269. https://www.news4jax.com/news/world/2026/04/23/nuclear-energy-is-having-a-global-revival-40-years-after-chernobyl/ - Nuclear power is experiencing a global resurgence 40 years after the Chernobyl disaster, driven by energy security needs and climate goals. Over 400 reactors operate in 31 countries, with 70 more under construction. The US aims to quadruple capacity by 2050, while China leads new builds. Europe, previously reducing reliance, now views nuclear as essential for low-carbon power, with France expanding and Belgium extending plant life. Russia continues exporting technology. Despite past accidents like Fukushima, experts predict strong growth in the Americas, Europe, and Asia.
270. https://www.business-standard.com/india-news/india-s-nuclear-reactor-milestone-at-kalpakkam-proves-doubters-wrong-126042300099_1.html - Prime Minister Narendra Modi announced that India's locally designed and built fast-breeder nuclear reactor in Kalpakkam has reached criticality, achieving a self-sustaining chain reaction. This milestone marks the second stage of a three-stage energy independence plan initiated decades ago by physicist Homi Bhabha, aiming to utilise India's thorium reserves. The reactor, located in Tamil Nadu, represents a significant technological achievement despite historical challenges and delays in the nation's nuclear programme.
271. https://www.business-standard.com/india-news/india-s-nuclear-reactor-milestone-at-kalpakkam-proves-doubters-wrong-126042300099_1.html - Prime Minister Narendra Modi announced that India's locally designed and built fast-breeder nuclear reactor in Kalpakkam has reached criticality, achieving a self-sustaining chain reaction. This milestone marks the second stage of a three-stage energy independence plan initiated decades ago by physicist Homi Bhabha, aiming to utilise India's thorium reserves. The reactor, located in Tamil Nadu, represents a significant technological achievement despite historical challenges and delays in the nation's nuclear programme.
272. https://australianminingreview.com.au/news/perseus-lifts-quarterly-gold-production-21/ - South32 reports the US Forest Service has indicated approval for its Hermosa project to expand onto National Forest Service land. This decision permits the construction of ancillary infrastructure, including access roads and a tailings facility, and allows a third party to build part of a power line. The Draft Record of Decision, resulting from the FAST-41 program, determined the proposal causes the least surface disturbance. A public review period is now open, with the Final ROD expected in July and a Notice to Proceed anticipated in September.
273. https://skillings.net/uec-commences-production-at-burke-hollow-first-new-u-s-isr-uranium-mine-in-a-decade/ - Uranium Energy Corp (UEC) officially commenced production at the Burke Hollow in-situ recovery (ISR) uranium mine in South Texas on April 22, 2026. This marks the first new ISR uranium operation to begin in the United States in over ten years. The project delivers uranium-loaded resin to the Hobson Central Processing Plant following regulatory clearance from the Texas Commission on Environmental Quality (TCEQ). The startup signifies a shift towards domestic energy sovereignty and diversification away from foreign fuel sources for U.S. utilities.
274. https://skillings.net/uec-commences-production-at-burke-hollow-first-new-u-s-isr-uranium-mine-in-a-decade/ - Uranium Energy Corp (UEC) officially commenced production at the Burke Hollow in-situ recovery (ISR) uranium mine in South Texas on April 22, 2026. This marks the first new ISR uranium operation to begin in the United States in over ten years. The project delivers uranium-loaded resin to the Hobson Central Processing Plant following regulatory clearance from the Texas Commission on Environmental Quality (TCEQ). The startup signifies a shift towards domestic energy sovereignty and diversification away from foreign fuel sources for U.S. utilities.
275. https://ilmanifesto.it/prometeo-caduto-e-il-rilancio-nucleare - The Italian government under Berlusconi plans to impose the EPR-1600 nuclear reactor, a response to the Three Mile Island incident. The article highlights regulatory scrutiny from Finland, UK, and France regarding the reactor's emergency software and its design flaws linked to rapid power resumption. Critics note the reactor's military origins and lack of passive safety features, citing potential risks and delays in construction projects in Finland and France.
276. https://biz.chosun.com/en/en-realestate/2026/04/23/7LZTHKZB7JFH7FHECN436A2NE4/ - Daewoo Engineering & Construction is leading the construction of the 1,000-megawatt Dukovany Units 5 and 6 nuclear power plant in the Czech Republic. The company uses this project as a base to enter large nuclear markets in Europe, the CIS, the Middle East, and Asia. Additionally, Daewoo has signed agreements to develop small modular reactors (SMRs) with Korea Hydro & Nuclear Power Co. and established cooperation with KEPCO KPS. The firm aims to become a global nuclear leader by expanding into new overseas countries and diverse nuclear businesses.
277. https://www.express.co.uk/news/world/2197121/russia-fires-missiles-near-chernobyl - Russia fired missiles near the Chernobyl nuclear power plant in Ukraine, causing significant damage to the New Safe Confinement (NSC) shield. Kyiv's Prosecutor General Ruslan Kravchenko warned this could spark a nuclear disaster. The strike damaged the outer cladding, creating roughly 330 openings and impacting the crane system, causing the structure to lose its primary containment function. The International Atomic Energy Agency (IAEA) and Greenpeace Ukraine have warned that the damage increases the risk of a nuclear accident and the potential collapse of the underlying sarcophagus.
278. https://www.fool.com.au/2026/04/23/deep-yellow-provides-march-2026-exploration-update/ - Deep Yellow Ltd released a March 2026 exploration update confirming uranium mineralisation in 38 drill holes at the Tinkas Prospect in Namibia, with key intersections of 11m at 265 ppm and 4m at 244 ppm eU3O8. The company completed 133 drill holes and a seismic survey at the Alligator River Project in the Northern Territory, identifying five new priority targets. Further work is required before declaring a resource. The company's share price rose 109% over the past 12 months.
279. https://www.tpr.org/news/2026-04-22/nuclear-microreactor-coming-to-san-antonio-to-back-military-missions - The US Air Force and Defense Innovation Unit selected Joint Base San Antonio for a nuclear microreactor project with Antares. This public-private partnership aims to provide uninterrupted power for critical military missions, ensuring resilience against grid outages and cyber threats. Local officials and the Military Transformation Task Force support the initiative, citing safety records of existing naval reactors and the potential for economic growth and energy reliability in Texas.
280. https://www.tpr.org/news/2026-04-22/nuclear-microreactor-coming-to-san-antonio-to-back-military-missions - The US Air Force and Defense Innovation Unit selected Joint Base San Antonio for a nuclear microreactor project with Antares. This public-private partnership aims to provide uninterrupted power for critical military missions, ensuring resilience against grid outages and cyber threats. Local officials and the Military Transformation Task Force support the initiative, citing safety records of existing naval reactors and the potential for economic growth and energy reliability in Texas.
281. https://www.ans.org/news/2026-04-22/article-7970/eagle-to-begin-investigative-drilling-at-oregon-uranium-site-this-summer/ - Eagle Nuclear Energy plans to commence investigative drilling at the Aurora uranium site in Oregon this summer. The program involves 47 diamond drill holes totaling 27,000 feet, aimed at filling data gaps for a prefeasibility study expected by the second half of 2027. The undeveloped site holds 32.75 million pounds of indicated uranium resources. Eagle, which acquired the project in 2024, is developing a small modular reactor technology.
282. https://vietnamnews.vn/politics-laws/1780010/deputy-pm-iaea-official-discuss-nuclear-power-development.html - Deputy Prime Minister Hồ Quốc Dũng received IAEA Deputy Director General Mikhail Chudakov in Hà Nội to discuss Vietnam's nuclear power agenda. The meeting focused on the Integrated Nuclear Infrastructure Review (INIR) report, which provides recommendations to improve legal frameworks and technical capacity. Vietnam affirmed its commitment to peaceful atomic energy use and safety, while the IAEA pledged continued support through training and expert advisory services to help the country meet international standards.
283. https://www.zawya.com/en/projects/utilities/iraq-eyes-peaceful-nuclear-programme-targeting-10gw-power-capacity-ghdzo956 - Iraqi analysts state the country's peaceful nuclear programme aims to generate 10,000 MW of electricity, requiring up to $40 billion in investment over 10 to 15 years. Initial steps involve establishing research reactors and subcritical systems with international partnerships from Russia, France, and South Korea. The programme is subject to full International Atomic Energy Agency (IAEA) supervision. Strategic plans from 2023 to 2030 seek to reduce a 20,000 MW electricity deficit, addressing losses exceeding $5 billion annually caused by current energy shortages.
284. https://timesofindia.indiatimes.com/world/rest-of-world/worlds-first-nuclear-waste-vault-why-finland-is-burying-radioactive-waste-400-metres-underground/articleshow/130451727.cms - Finland is set to switch on the Onkalo facility, the world's first permanent underground repository for nuclear waste, located 400 to 450 metres beneath the island of Olkiluoto. The project stores spent fuel in multi-layered canisters within stable bedrock to ensure safety for tens of thousands of years. This development addresses a critical gap in nuclear energy infrastructure, offering a model for long-term waste isolation and supporting the sector's expansion as countries seek low-carbon power sources.
285. https://www.cpbj.com/york-precision-components-manufacturer-acquired/ - BWX Technologies, Inc. has agreed to acquire Precision Custom Components (PCC), a subsidiary of privately held Precision Components Group (PCG). The deal, expected to close in the second half of the year, expands BWXT's heavy-manufacturing footprint in the US nuclear sector. PCC, located in York, produces custom-fabricated heavy pressure vessels and reactors. The acquisition adds over 500,000 square feet of US capacity and a skilled workforce to BWXT's Commercial Operations segment.
286. https://www.washingtontimes.com/news/2026/apr/21/americas-new-nuclear-era-starts-idaho/ - President Donald Trump issued executive orders to launch a nuclear energy emergency and accelerate advanced reactor deployment. Representative Mike Simpson secured funding for the Idaho National Laboratory (INL), including the repurposing of the DOME reactor test bed. The initiative aims to counter foreign competition from China and Russia and reestablish US leadership in nuclear technology. The new nuclear era is centred on Idaho.
287. https://www.ekathimerini.com/economy/1301642/eu-chief-urges-need-for-energy-autonomy-amid-gulf-crisis/ - European Council President Antonio Costa called for increased EU investment in renewables and nuclear power to ensure energy security and avoid shocks. Speaking at a forum in Delphi, Costa emphasised the need for home-grown energy sources and smarter grids. Greek Prime Minister Kyriakos Mitsotakis supported nuclear power as a key element of Europe's energy mix. Costa also highlighted the necessity of respecting international law and maintaining freedom of navigation in the Strait of Hormuz while avoiding direct criticism of the US.
288. https://www.washingtontimes.com/news/2026/apr/21/south-carolina-energy-leader/ - South Carolina is positioning itself as a leader in energy infrastructure through expanded nuclear power projects and advanced manufacturing. State-owned utility Santee Cooper approved new reactors at V.C. Summer sites, partnering with Brookfield Asset Management and Westinghouse. The state also promotes small modular reactors via the Advanced Manufacturing Collaborative near the Savannah River Site. Legislative efforts include the South Carolina Energy Security Act to streamline permitting, alongside planned natural gas projects by Duke Energy and a Santee Cooper-Dominion joint venture. Federal support from the Trump administration and agencies like the NRC aims to enhance energy independence and security.
289. https://www.washingtontimes.com/news/2026/apr/21/meet-energy-demand-need-everything-weve-got/ - Representative Julie Fedorchak argues that the United States must urgently address rising electricity demand driven by advanced manufacturing and artificial intelligence. Citing North American Electric Reliability Corporation warnings of shortfalls, she proposes a three-step strategy: stabilise the grid by preventing premature retirement of dispatchable power plants via the Baseload Reliability Protection Act; optimise infrastructure using the High-Capacity Grid Act to upgrade existing transmission lines; and grow capacity through permitting reforms like the SPEED and PERMIT Acts. Fedorchak frames reliable energy as a national security imperative to compete with China.
290. https://www.ans.org/news/article-7970/eagle-to-begin-investigative-drilling-at-oregon-uranium-site-this-summer/ - Eagle Nuclear Energy plans to commence investigative drilling at its undeveloped Aurora uranium site in Oregon this summer. The program involves 47 diamond drill holes totaling 27,000 feet, aimed at filling data gaps for a prefeasibility study expected by the second half of 2027. The project targets resource expansion and definition at the site, which holds significant measured and indicated uranium deposits. Eagle has secured a drilling services agreement with Harris Exploration Drilling & Associates and submitted permit applications to federal and state authorities.
291. https://www.washingtontimes.com/news/2026/apr/21/americas-new-nuclear-era-starts-idaho/ - President Donald Trump issued executive orders to launch a nuclear energy emergency and accelerate advanced reactor deployment. Representative Mike Simpson secured funding for the Idaho National Laboratory (INL), including the repurposing of the DOME reactor test bed. The initiative aims to counter foreign competition from China and Russia and reestablish US leadership in nuclear technology. The new nuclear era is centred on Idaho.
292. https://www.ekathimerini.com/economy/1301642/eu-chief-urges-need-for-energy-autonomy-amid-gulf-crisis/ - European Council President Antonio Costa called for increased EU investment in renewables and nuclear power to ensure energy security and avoid shocks. Speaking at a forum in Delphi, Costa emphasised the need for home-grown energy sources and smarter grids. Greek Prime Minister Kyriakos Mitsotakis supported nuclear power as a key element of Europe's energy mix. Costa also highlighted the necessity of respecting international law and maintaining freedom of navigation in the Strait of Hormuz while avoiding direct criticism of the US.
293. https://www.washingtontimes.com/news/2026/apr/21/innovation-strategy-win-global-energy-race/ - Lisa Epifani, Head of Policy at ClearPath, argues the US requires a unified innovation strategy to compete with China in the global energy race. She urges the 119th Congress to reauthorise Department of Energy research and applied energy programs, noting China has surpassed the US in total R&D spend. The opinion piece emphasises connecting basic research with commercial deployment to prevent technologies from failing in the 'valley of death' and maintain US leadership in quantum, AI, and advanced nuclear sectors.
294. https://www.washingtontimes.com/news/2026/apr/21/south-carolina-energy-leader/ - South Carolina is positioning itself as a leader in energy infrastructure through expanded nuclear power projects and advanced manufacturing. State-owned utility Santee Cooper approved new reactors at V.C. Summer sites, partnering with Brookfield Asset Management and Westinghouse. The state also promotes small modular reactors via the Advanced Manufacturing Collaborative near the Savannah River Site. Legislative efforts include the South Carolina Energy Security Act to streamline permitting, alongside planned natural gas projects by Duke Energy and a Santee Cooper-Dominion joint venture. Federal support from the Trump administration and agencies like the NRC aims to enhance energy independence and security.
295. https://idahobusinessreview.com/2026/04/22/dome-test-bed-idaho-national-laboratory-advanced-nuclear-reactors/ - The National Reactor Innovation Center Demonstration of Microreactor Experiments (DOME) test bed officially opened at Idaho National Laboratory on April 8. Built from the repurposed Experimental Breeder Reactor-II dome, the facility supports the rapid development and testing of privately developed advanced microreactors. Radiant's Kaleidos unit is scheduled to begin inaugural testing this spring. The test bed aims to reduce deployment time and costs for next-generation nuclear technologies, supporting US energy security and economic growth.
296. https://www.mining.com/worlds-no-6-uranium-miner-starts-new-output-in-uzbekistan/ - Uzbekistan state miner Navoiyuran has commenced commercial production at its Qizilkok project in the Navoi region. The deposit holds 9,400 tonnes of uranium reserves with a 15-year mine life. General Director Djamal Sabakhonovich Fayzullayev stated that pilot operations began in December 2024. This milestone supports the company's strategy to increase production and aligns with Uzbekistan's state program to expand uranium mining through 2030. Navoiyuran ranks sixth globally in uranium output.
297. https://idahobusinessreview.com/2026/04/22/dome-test-bed-idaho-national-laboratory-advanced-nuclear-reactors/ - The National Reactor Innovation Center Demonstration of Microreactor Experiments (DOME) test bed officially opened at Idaho National Laboratory on April 8. Built from the repurposed Experimental Breeder Reactor-II dome, the facility supports the rapid development and testing of privately developed advanced microreactors. Radiant's Kaleidos unit is scheduled to begin inaugural testing this spring. The test bed aims to reduce deployment time and costs for next-generation nuclear technologies, supporting US energy security and economic growth.
298. https://www.tz.de/politik/ich-extrahierte-uran-aus-streng-geheimen-labors-so-kann-trump-es-im-iran-tun-zr-94274296.html - Andrew Weber, a former US diplomat and nuclear expert, warns that a military operation to forcibly remove 440kg of 60% enriched uranium from Iran could result in thousands of deaths. Speaking to The Telegraph, Weber compares the situation to Project Sapphire in Kazakhstan, where uranium was removed diplomatically. He advises President Trump against immediate military action, citing the high risk of casualties, drone attacks, and political fallout. Weber suggests negotiations or involving a third party are safer alternatives to secure the material, which is sufficient for ten nuclear weapons.
299. https://shalemag.com/defense-first-energy-budget/ - In response to Strait of Hormuz instability and a US Navy seizure of an Iranian vessel, the US Department of Energy is reallocating its FY 2027 budget. Funding previously designated for renewable energy and efficiency is being diverted to the National Nuclear Security Administration and baseload power sources, including coal, natural gas, and nuclear. The administration prioritizes domestic energy dominance and grid resilience over decarbonization goals, aiming to offset potential supply chain disruptions from the Middle East.
300. https://shalemag.com/defense-first-energy-budget/ - In response to Strait of Hormuz instability and a US Navy seizure of an Iranian vessel, the US Department of Energy is reallocating its FY 2027 budget. Funding previously designated for renewable energy and efficiency is being diverted to the National Nuclear Security Administration and baseload power sources, including coal, natural gas, and nuclear. The administration prioritizes domestic energy dominance and grid resilience over decarbonization goals, aiming to offset potential supply chain disruptions from the Middle East.
301. https://mining.com.au/vanguard-mining-proposes-name-change-amid-shifting-focus/ - Vanguard Mining (CSE:UUU) proposes renaming itself Uranium One Mining to reflect a strategic transition toward uranium exploration and development. The company plans to consolidate its common shares on a 3.5:1 basis to enhance capital structure. Key assets include the Yuty Prometeo Project in Paraguay and the Nuclean and Quark Projects in Saskatchewan, Canada. CEO David Greenway cites growing global electricity demand driven by AI and electrification as a catalyst for the nuclear energy focus. Further details are pending finalisation.
302. https://shalemag.com/defense-first-energy-budget/ - In response to Strait of Hormuz instability and a US Navy seizure of an Iranian vessel, the US Department of Energy is reallocating its FY 2027 budget. Funding previously designated for renewable energy and efficiency is being diverted to the National Nuclear Security Administration and baseload power sources, including coal, natural gas, and nuclear. The administration prioritizes domestic energy dominance and grid resilience over decarbonization goals, aiming to offset potential supply chain disruptions from the Middle East.
303. https://euromaidanpress.com/2026/04/22/ukraine-grid-didnt-choose-nuclear-russia-did/ - Ukraine's nuclear power now supplies 70% of the country's electricity, up from over 50% pre-war, due to Russian destruction of thermal and hydropower plants and high-voltage substations. While four reactors remain operational, the loss of the Zaporizhzhia plant and attacks on grid infrastructure have forced a shift to nuclear baseload. Energy Minister Denys Shmyhal prioritises building a reserve of mobile substation units to prevent nationwide outages. Despite plans for small modular reactors, the grid remains vulnerable to further Russian strikes on substations.
304. https://www.tagesschau.de/ausland/europa/eu-abstimmung-kraftstoffpreise-100.html - The European Commission has proposed measures to coordinate EU member states' response to the energy crisis exacerbated by the Iran war. President Ursula von der Leyen announced plans for an electrification action plan and increased reliance on nuclear power and domestic energy sources. A new monitoring body will oversee fuel stocks, while tax incentives are suggested for heat pumps and electric vehicles. Critics, including Greenpeace, argue the proposals are insufficient without taxing fossil fuel profits. Energy prices have risen by 24 billion euros since the conflict began in February.
305. https://www.tagesschau.de/ausland/europa/eu-kommission-energie-100.html - The EU Commission, led by Energy Commissioner Dan Jørgensen and Vice-President Teresa Ribera, has proposed establishing a joint fuel monitoring centre to coordinate data on oil, gas, and kerosine across member states. Citing rising prices due to the Middle East conflict, the Commission urges a shift from individual national actions to collective management. Short-term recommendations include energy vouchers for low-income households and subsidies for energy-efficient products, while long-term strategies focus on transitioning to renewables and nuclear power. The proposals are set for discussion at an informal summit of heads of state and government in Cyprus.
306. https://gothamist.com/news/as-upstate-new-york-looks-to-nuclear-power-nyc-remains-dependent-on-fossil-fuels - New York City continues to rely heavily on fossil fuels for electricity, with the downstate grid approximately 90% dependent on such sources following the 2021 closure of the Indian Point nuclear plant. While Governor Kathy Hochul advances plans to build 5 gigawatts of nuclear capacity upstate to meet data center demand, these projects will not serve New York City. Experts warn that the city faces rising energy costs and potential blackouts by summer 2030 due to increasing demand from electrification and data centers, coupled with delays in wind projects and a lack of new local clean energy sources.
307. https://euromaidanpress.com/2026/04/22/ukraine-grid-didnt-choose-nuclear-russia-did/ - Ukraine's nuclear power now supplies 70% of the country's electricity, up from over 50% pre-war, due to Russian destruction of thermal and hydropower plants and high-voltage substations. While four reactors remain operational, the loss of the Zaporizhzhia plant and attacks on grid infrastructure have forced a shift to nuclear baseload. Energy Minister Denys Shmyhal prioritises building a reserve of mobile substation units to prevent nationwide outages. Despite plans for small modular reactors, the grid remains vulnerable to further Russian strikes on substations.
308. https://gothamist.com/news/as-upstate-new-york-looks-to-nuclear-power-nyc-remains-dependent-on-fossil-fuels - New York City continues to rely heavily on fossil fuels for electricity, with the downstate grid approximately 90% dependent on such sources following the 2021 closure of the Indian Point nuclear plant. While Governor Kathy Hochul advances plans to build 5 gigawatts of nuclear capacity upstate to meet data center demand, these projects will not serve New York City. Experts warn that the city faces rising energy costs and potential blackouts by summer 2030 due to increasing demand from electrification and data centers, coupled with delays in wind projects and a lack of new local clean energy sources.
309. https://www.lada.kz/kazakhstan-news/152179-aes-v-kazakhstane-rossiia-daet-dengi.html - Kazakhstan and Russia have reached the final stage of agreeing on financing terms for the country's first nuclear power plant. The project, located near Lake Balkhash, will cost approximately $15 billion for two 1200 MW units. Russia will provide an 85% state loan, while Kazakhstan contributes 15% from its state budget. Preparatory work is complete, with engineering and construction expected to take 10 to 15 years. A new national nuclear holding will be established to manage ownership and operations.
310. https://www.ans.org/news/2026-04-22/article-7968/doe-secretary-testifies-on-fy-2027-budget/ - DOE Secretary Wright testified before the Senate Energy and Natural Resources Committee regarding the FY 2027 budget. Requests include $3.5 billion for baseload power generation, $1.5 billion for the Office of Nuclear Energy, and $10 million for a new Office of Fusion. Wright highlighted plans for the Advanced Reactor Demonstration Program and a loan programme for the first 10 nuclear reactors, aiming to secure equity from hyperscalers. The testimony emphasised the goal of reaching criticality by July 4 and reducing costs for commercial deployment.
311. http://www.correodelorinoco.gob.ve/beijing-nueva-iniciativa-global-para-el-uso-pacifico-de-la-tecnologia-nuclear/ - The China Isotope and Radiation Association launched a new global initiative at the Third International Conference on Nuclear Technology Applications in Beijing. The proposal, titled 'Initiative to jointly build an open, inclusive, universally beneficial and shared-gains industrial ecosystem for nuclear technology applications', calls for international cooperation on peaceful nuclear use. Over 400 representatives from more than 20 countries attended the event to discuss radiation processing, isotope production, and nuclear safety.
312. https://www.ans.org/news/2026-04-22/article-7968/doe-secretary-testifies-on-fy-2027-budget/ - DOE Secretary Wright testified before the Senate Energy and Natural Resources Committee regarding the FY 2027 budget. Requests include $3.5 billion for baseload power generation, $1.5 billion for the Office of Nuclear Energy, and $10 million for a new Office of Fusion. Wright highlighted plans for the Advanced Reactor Demonstration Program and a loan programme for the first 10 nuclear reactors, aiming to secure equity from hyperscalers. The testimony emphasised the goal of reaching criticality by July 4 and reducing costs for commercial deployment.
313. https://eandt.theiet.org/2026/04/22/iea-warns-ai-data-centre-electricity-use-will-triple-2030 - The International Energy Association (IEA) projects that electricity demand from AI data centres will triple globally by 2030, with UK demand alone potentially exceeding current peak levels. The report highlights significant grid bottlenecks, regulatory delays, and the need for innovative solutions such as nuclear energy, geothermal power, and battery storage to meet the rapid growth in energy-intensive computing applications.
314. https://dialogue.earth/en/energy/vietnams-race-to-go-nuclear-leaves-villagers-in-limbo/ - Vietnam's government has revived its nuclear programme, designating Vinh Tuong as the site for the Ninh Thuan 1 plant. The state-owned company Electricity of Vietnam (EVN) and Russia's Rosatom are preparing to relocate 477 households, approximately 2,000 people, to a new settlement. While construction has not yet begun, the closure of local snail farms has left many residents unemployed. Villagers express frustration over the lack of a fair compensation proposal and concerns regarding future livelihoods in the new location.
315. https://www.businesswire.com/news/home/20260422886007/en/Antares-Selected-for-Proposed-Deployment-of-Nuclear-Microreactor-at-Joint-Base-San-Antonio-Under-Department-of-the-Air-Force-ANPI-Initiative?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - The Department of the Air Force has selected Antares to deploy a prototype nuclear microreactor at Joint Base San Antonio under the ANPI initiative. The R1 microreactor is targeted for deployment by 2029 to ensure energy resilience and uninterrupted critical missions. Antares is currently finalizing its Department of Energy Reactor Pilot Program to achieve criticality by July 2026. The initiative aims to strengthen national security through independent power generation without reliance on the commercial grid.
316. https://www.businesswire.com/news/home/20260422886007/en/Antares-Selected-for-Proposed-Deployment-of-Nuclear-Microreactor-at-Joint-Base-San-Antonio-Under-Department-of-the-Air-Force-ANPI-Initiative?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - The Department of the Air Force has selected Antares to deploy a prototype nuclear microreactor at Joint Base San Antonio under the ANPI initiative. Antares plans to site, license, and construct its R1 microreactors, with deployment targeted for 2029 or earlier. The R1 system uses sodium heat pipe-cooling and TRISO fuel to provide grid-independent power. Antares is currently finalizing its Department of Energy pilot program to achieve criticality by July 2026.
317. https://www.businesswire.com/news/home/20260422886007/en/Antares-Selected-for-Proposed-Deployment-of-Nuclear-Microreactor-at-Joint-Base-San-Antonio-Under-Department-of-the-Air-Force-ANPI-Initiative?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - The Department of the Air Force has selected Antares to deploy a prototype nuclear microreactor at Joint Base San Antonio under the ANPI initiative. Antares plans to site, license, construct, and operate its R1 microreactors by 2029 or earlier. The R1 is a sodium heat pipe-cooled microreactor designed to provide resilient power without connection to the commercial grid. Antares is currently finalizing its Department of Energy Reactor Pilot Program to achieve criticality by July 2026.
318. https://ria.ru/20260422/rosatom-2088391683.html - Rosatom completed the world's first operational programme burning minor actinides in a nuclear reactor at the Beloyarsk NPP in Russia. On April 22, the corporation announced that Block 4 of the BN-800 fast neutron reactor successfully processed fuel containing americium-241 and neptunium-237 loaded in summer 2024. This process transforms highly radiotoxic components into less dangerous elements, marking a key step for fourth-generation nuclear energy and future ecological safety.
319. https://sanantonioreport.org/air-force-joint-base-san-antonio-nuclear-micro-reactor/ - The US Air Force has selected Joint Base San Antonio (JBSA) as a site for a pilot program testing micro nuclear reactors under the Advanced Nuclear Power for Installations initiative. California-based Antares Nuclear is paired to potentially develop and operate the reactor, expected by 2030. This follows similar selections for Buckley Space Force Base and Malmstrom Air Force Base. The program aims to ensure energy resilience for critical national security missions.
320. https://www.iltalehti.fi/politiikka/a/1dbbc7c7-576a-487a-920b-f2949270bac1 - Westinghouse Electric Company plans to construct a new nuclear power plant in Pyhäjä, Finland, using its AP1000 reactor technology. Under the plan, Finnish real estate investment firm Trevia will acquire the site from Fennovoima Oy. Westinghouse and state-owned Fortum signed a memorandum of understanding in June 2025 to supply the reactor, which has a capacity of over 1,100 megawatts. The Finnish government supports the project, which aims to provide base load power for data centres in Northern Finland.
321. https://sanantonioreport.org/air-force-joint-base-san-antonio-nuclear-micro-reactor/ - The US Air Force has selected Joint Base San Antonio (JBSA) as a site for a pilot program testing micro nuclear reactors under the Advanced Nuclear Power for Installations initiative. California-based Antares Nuclear is paired to potentially develop and operate the reactor, expected by 2030. This follows similar selections for Buckley Space Force Base and Malmstrom Air Force Base. The program aims to ensure energy resilience for critical national security missions.
322. https://sanantonioreport.org/air-force-joint-base-san-antonio-nuclear-micro-reactor/ - The US Air Force has selected Joint Base San Antonio (JBSA) as a site for a pilot program testing micro nuclear reactors under the Advanced Nuclear Power for Installations initiative. California-based Antares Nuclear is paired to potentially develop and operate the reactor, expected by 2030. This follows similar selections for Buckley Space Force Base and Malmstrom Air Force Base. The program aims to ensure energy resilience for critical national security missions.
323. https://www.newswire.com/news/air-force-selects-radiant-to-deliver-microreactors-to-buckley-space-force-base - The Department of the Air Force has selected Radiant to develop and operate Kaleidos microreactors at Buckley Space Force Base in Colorado. The initiative, part of the Advanced Nuclear Power for Installations (ANPI) program, aims to provide resilient, uninterrupted energy to support critical military infrastructure by 2028. Radiant's technology is intended to ensure mission readiness and energy independence for the base. The project will proceed through siting and environmental analyses under the National Environmental Policy Act.
324. https://www.newswire.com/news/air-force-selects-radiant-to-deliver-microreactors-to-buckley-space-force-base - The Department of the Air Force has selected Radiant to develop and operate Kaleidos microreactors at Buckley Space Force Base in Colorado. The initiative, part of the Advanced Nuclear Power for Installations program, aims to provide resilient energy for critical military infrastructure by 2028. Radiant is the only company currently conducting full-power commercial-scale tests at the Idaho National Laboratory. The project involves siting and environmental analyses under the National Environmental Policy Act process.
325. https://www.aljazeera.com/news/2026/4/22/what-is-uranium-enrichment-and-how-quickly-could-iran-build-a-nuclear-bomb?traffic_source=rss - MIT professor Ted Postol stated that Iran could convert its existing 440kg of 60 percent enriched uranium into weapons-grade material in four to five weeks. Postol noted that while reaching 60 percent enrichment took years, the final step to 90 percent requires significantly less effort. Iran currently holds this stockpile underground, and Postol suggested a military strike would not eliminate the threat as the necessary equipment could be hidden in small spaces. The US demands Iran stop all enrichment during ongoing negotiations.
326. https://www.newswire.com/news/air-force-selects-radiant-to-deliver-microreactors-to-buckley-space-force-base - The Department of the Air Force has selected Radiant to develop and operate Kaleidos microreactors at Buckley Space Force Base in Colorado. The initiative, part of the Advanced Nuclear Power for Installations (ANPI) program, aims to provide resilient energy for critical military infrastructure. Radiant plans to deliver the first reactors by 2028, with a full-power test scheduled for 2026 at Idaho National Laboratory. The project aligns with the ANPI goal of having an advanced nuclear reactor operational on a DAF installation by 2030.
327. https://newtalk.tw/news/view/2026-04-22/1031223 - US President Trump convened an emergency national security meeting at the White House to address the approaching expiration of the US-Iran ceasefire. Despite Vice President Vance's upcoming negotiations in Pakistan, Iran remained silent, leading the White House to attribute the stalemate to severe internal power divisions within the Iranian regime. Trump announced an extension of the ceasefire without a new deadline, refusing to lift the blockade on Hormuz ports until a final agreement is reached. Key disagreements persist regarding uranium enrichment and sanctions relief.
328. https://stratnewsglobal.com/china/china-eyes-global-lead-with-50-nuclear-reactors-capacity/ - China plans to become the world's largest nuclear power producer by 2030, aiming to surpass the United States in installed capacity. Currently operating around 60 reactors with dozens under construction, the country has the capacity to build up to 50 simultaneously. By 2040, installed capacity is expected to reach 200 GW. This expansion supports broader goals to cut carbon emissions and reduce fossil fuel reliance, driven by geopolitical factors including the ongoing US-Israel war on Iran.
329. https://businesspost.ng/world/africa-a-new-market-for-russian-business/ - Rosatom, Russia's state nuclear corporation, outlines plans to advance nuclear energy cooperation with African nations ahead of the 2026 Russia-Africa Summit. CEO Ryan Collyer states the focus will shift from dialogue to implementation, addressing regulatory frameworks, financing, and localisation. The initiative targets energy security and industrialisation, offering integrated solutions including small modular reactors and waste management. Specific interest is noted in Ethiopia, Rwanda, and Namibia. The partnership emphasises transparency and long-term capacity building to support Africa's diverse energy mix.
330. https://stratnewsglobal.com/china/china-eyes-global-lead-with-50-nuclear-reactors-capacity/ - China plans to become the world's largest nuclear power producer by 2030, aiming to surpass the United States in installed capacity. Currently operating around 60 reactors with dozens under construction, the country has the capacity to build up to 50 simultaneously. By 2040, installed capacity is expected to reach 200 GW. This expansion supports broader goals to cut carbon emissions and reduce fossil fuel reliance, driven by geopolitical factors including the ongoing US-Israel war on Iran.
331. https://businesspost.ng/world/africa-a-new-market-for-russian-business/ - Rosatom, Russia's state nuclear corporation, outlines plans to advance nuclear energy cooperation with African nations ahead of the 2026 Russia-Africa Summit. CEO Ryan Collyer states the focus will shift from dialogue to implementation, addressing regulatory frameworks, financing, and localisation. The initiative targets energy security and industrialisation, offering integrated solutions including small modular reactors and waste management. Specific interest is noted in Ethiopia, Rwanda, and Namibia. The partnership emphasises transparency and long-term capacity building to support Africa's diverse energy mix.
332. https://interestingengineering.com/energy/laser-nuclear-fusion-moves-to-private-sector - US-based Inertia Enterprises has entered a strategic partnership with Lawrence Livermore National Laboratory (LLNL) to accelerate the commercialization of nuclear fusion. The collaboration, supported by a recent $450 million funding round, involves licensing nearly 200 patents and utilizing Cooperative Research and Development Agreements to develop advanced optical materials, laser diodes, and manufacturing techniques. The initiative aims to translate laboratory breakthroughs from the National Ignition Facility into industrial applications for grid-scale power plants, addressing engineering challenges in target fabrication and beamline architecture.
333. https://interestingengineering.com/energy/world-first-non-nuclear-lead-cooled-reactor - Installation activities have commenced for newcleo's PRECURSOR facility at the ENEA-Brasimone Research Centre in Italy. This non-nuclear, pool-type demonstrator is designed to simulate the thermal-hydraulic behavior of future commercial Lead-cooled Fast Reactors. A unique feature is its ability to generate electricity using a turbine provided by FINCANTIERI. The project involves a collaboration between newcleo, SRS Servizi di Ricerche e Sviluppo, Fucina Italia, and ENEA, focusing on the assembly of lead handling components including a melting tank, storage vessel, and transfer vessel.
334. https://taz.de/Atomenergie-in-Suedkorea/!6172687/ - South Korea maintains its nuclear power strategy despite a change in government. President Lee Jae Myung, a left-wing leader, has promised to expand renewable energy but confirmed that no nuclear phase-out will occur. The country operates 26 active reactors and is constructing two more to meet rising electricity demand driven by the semiconductor industry. Officials cite the need to reduce energy dependence on Gulf states and maintain a low carbon footprint. South Korea generates 30% of its electricity from nuclear sources and ranks fifth globally in production.
335. https://www.chinatalk.media/p/all-in-on-fusion - China Fusion Energy Co (CFEC) was established in July 2025 as the world's largest nuclear fusion company by registered capital, backed by major state-owned enterprises pledging US$2.1 billion. This initiative aims to coordinate China's fusion efforts, bridging research institutions and the private sector to accelerate commercial deployment. The move reflects a significant national commitment to nuclear fusion, complementing recent breakthroughs such as the 'Artificial Sun' record and advancements in superconducting magnets and reactor materials.
336. https://www.nucnet.org/news/uzbek-state-uranium-company-begins-mining-at-qizilkok-deposit-4-3-2026 - Navoiyuran, the Uzbek State Uranium Company, has commenced mining operations at the Qizilkok deposit in the Navoi region of central Uzbekistan. The project utilizes low-reagent in-situ leaching technology and is estimated to have a mine life of 15 years with ore reserves of 9,400 tonnes of uranium. Director-general Djamal Sabakhonovich Fayzullayev stated the deposit will support future production growth and regional economic development, aligning with Uzbekistan's state programme to expand uranium volumes through 2030.
337. https://www.theaudit.ca/p/why-canada-cant-create-anything-useful - The article argues that Canada has lost its ability to generate impactful innovations in sectors like nuclear energy, space, agriculture, and infrastructure. While historically successful in niche areas such as CANDU reactors and Canadarm, current challenges include market shifts, institutional vision deficits, and excessive permitting delays. The author suggests potential future opportunities in grid management, small modular reactors, climate-resilient agriculture, and critical mineral supply chains, contingent on overcoming political and regulatory hurdles.
338. https://www.nucnet.org/news/kairos-power-breaks-ground-on-hermes-2-demonstration-plant-in-tennessee-4-3-2026 - Kairos Power has broken ground on its Hermes 2 Demonstration Plant in Oak Ridge, Tennessee. This 50-MW facility is the company's first commercial-scale reactor and the first power-producing Generation IV reactor to receive a construction permit from the US Nuclear Regulatory Commission. The plant will supply clean electricity to the Tennessee Valley Authority grid to support Google data centres in Tennessee and Alabama. Hermes 2 builds on lessons from the Hermes 1 project and utilizes fluoride salt-cooled high-temperature reactor technology.
339. https://www.nucnet.org/news/kairos-power-breaks-ground-on-hermes-2-demonstration-plant-in-tennessee-4-3-2026 - Kairos Power has broken ground on its Hermes 2 Demonstration Plant in Oak Ridge, Tennessee. This 50-MW facility is the company's first commercial-scale reactor and the first power-producing Generation IV reactor to receive a construction permit from the US Nuclear Regulatory Commission. The plant will supply clean electricity to the Tennessee Valley Authority grid to support Google data centres in Tennessee and Alabama. Hermes 2 builds on lessons from the Hermes 1 project and utilizes fluoride salt-cooled high-temperature reactor technology.
340. https://en.yna.co.kr/view/AEN20260422008151315 - South Korean Unification Minister Chung Dong-young identified Kusong as a suspected uranium enrichment site in North Korea during a parliamentary session. The US protested, accusing Seoul of leaking classified information, and partially suspended intelligence sharing. While Seoul and Washington previously only acknowledged Yongbyon and Kangson, long-standing suspicions regarding Kusong existed based on open-source reports from the Institute for Science and International Security and the RAND Corporation. The South Korean government launched an investigation into the minister, which reportedly found no leak of classified data, with the ministry defending the remarks as a comprehensive assessment of publicly available information.
341. https://www.mining-technology.com/news/uranium-american-resources-jag-minerals-acquisition/ - Uranium American Resources has completed the acquisition of Jag Minerals, securing 100% ownership of the entity and its subsidiary Jag Minerals USA. The transaction includes a $2m cash component via a four-month note with 14% payment-in-kind interest. This deal enables the development of 20 historic vanadium and uranium mines in Montrose County, Colorado, and San Juan County, Utah. CEO William Hunter stated the acquisition supports short-term producing plans and reflects positive market conditions with uranium spot prices around $85/lb.
342. https://kalkinemedia.com/uk/news/top-stories/neo-energy-board-overhaul-signals-strategic-growth-shift - Neo Energy Metals Plc has announced a complete board restructuring, appointing a new Independent Non-Executive Chairman and several Non-Executive Directors with expertise in mining, finance, and governance. Existing directors have stepped down. The move aims to strengthen governance and align leadership with the company's strategic focus on developing its uranium and gold assets in South Africa. This shift supports the company's progression through critical development stages, including regulatory approvals and financing, as it targets growth within the FTSE landscape.
343. https://www.peoplenews.tw/articles/hot-news/27903 - The Nuclear Safety Commission (NSC) has formally initiated the review process for the restart of the NPP-3 nuclear power plant in Taiwan. NSC Chairman Chen Ming-true stated that the review cannot be accelerated and must follow strict safety procedures. During a Legislative Yuan inquiry, Chen acknowledged that nuclear power helps stabilize electricity prices. The review considers three government premises: nuclear safety, waste disposal solutions, and social consensus. A public consultation meeting is scheduled for 28 April in Hengchun, Pingtung County.
344. https://wattsupwiththat.com/2026/04/22/miliband-doubles-down-on-net-zero/ - UK ministers intend to reform the wholesale pricing model to reduce household and business exposure to global gas shocks. The plan involves encouraging older renewable and nuclear generators to enter fixed-price contracts supported by Treasury incentives. Officials anticipate potential bill reductions within 12 months, though the scale of savings remains unclear. This move follows a recent global energy shock and aims to address the marginal pricing system where gas currently sets electricity rates despite supplying a shrinking share of generation.
345. https://www.fool.com/investing/2026/04/21/nuclear-stock-face-off-is-oklo-or-cameco/?.tsrc=rss - In the context of the US nuclear energy renaissance, analysts compare Cameco and Oklo as investment options. Cameco, a uranium miner with a Westinghouse stake, is viewed as the superior current buy due to established assets and government support. Oklo, developing advanced reactors for clients like Meta Platforms, faces high capital expenditure and regulatory hurdles despite potential for faster deployment. The US government is prioritizing reactor revival and approvals to support AI data center energy needs.
346. https://www.khaama.com/iaea-chief-says-iran-deal-without-nuclear-oversight-would-be-illusion/ - IAEA Director General Rafael Grossi stated that any peace agreement between Iran and the United States lacking nuclear monitoring would be unsustainable. Speaking to reporters, Grossi emphasised that credible agreements must include International Atomic Energy Agency inspectors from the outset to ensure transparency and prevent collapse due to mistrust. Experts note that the absence of such verification mechanisms could undermine confidence regarding Iran's nuclear intentions and regional stability amidst current Gulf tensions.
347. https://knnindia.co.in/news/newsdetails/sectors/energy/parallel-push-needed-across-fuel-financing-to-scale-nuclear-energy-hdfc-report - An HDFC Mutual Fund report states India requires coordinated progress in uranium mining, fuel reprocessing, heavy engineering, and long-term financing to accelerate its nuclear energy programme. The report highlights execution delays, noting India took over two decades to build its Prototype Fast Breeder Reactor compared to China's five to six years. To meet a target of 100 GW capacity by 2047, India aims to commission 3.5-4 GW annually. Recent policy measures, including the SHANTI Act and the Nuclear Energy Mission, are cited as steps to strengthen the legal and financial framework for scaling nuclear capacity.
348. https://www.counterpunch.org/2026/04/22/a-guide-to-commenting-on-rules-removing-public-oversight-of-nuclear-reactor-safety/ - The Nuclear Regulatory Commission (NRC) published two rules in April 2026 that would allow commercial nuclear reactor licenses to rely on secret Department of Energy (DOE) or Department of War (DOW) safety authorizations instead of independent NRC reviews. Public comment periods are set for May 4 and May 18, 2026. The rules face criticism for removing public access to safety data, enabling AI-generated applications, and bypassing standard licensing requirements for startups like Valar Atomics. Critics argue this undermines legal challenges and safety standards.
349. https://knnindia.co.in/news/newsdetails/sectors/energy/parallel-push-needed-across-fuel-financing-to-scale-nuclear-energy-hdfc-report - An HDFC Mutual Fund report states India requires coordinated progress in uranium mining, fuel reprocessing, heavy engineering, and long-term financing to accelerate its nuclear energy programme. The report highlights execution delays, noting India took over two decades to build its Prototype Fast Breeder Reactor compared to China's five to six years. To meet a target of 100 GW capacity by 2047, India aims to commission 3.5-4 GW annually. Recent policy measures, including the SHANTI Act and the Nuclear Energy Mission, are cited as steps to strengthen the legal and financial framework for scaling nuclear capacity.
350. https://www.powerinfotoday.com/nuclear-energy/kazakhstan-nuclear-plan-targets-four-power-plants-by-2050/ - Kazakhstan has officially adopted a long-term strategy to develop up to four nuclear power plants by 2050, with at least three expected to be operational. The Kazakhstan Atomic Energy Agency stated the expansion aims to meet rising electricity demand, ensure energy security, and replace decommissioned coal capacity. The plan includes potential use of small modular reactors and aligns with a target of 5% nuclear energy in the national mix by 2035. Rosatom and China National Nuclear Corporation are leading initial construction projects.
351. https://constructionreviewonline.com/worlds-first-commercial-fusion-plant-planned-for-virginia-by-developer-commonwealth/ - Commonwealth Fusion Systems aims to construct the world's first commercial fusion plant in Virginia, with construction scheduled to begin in 2027. The Massachusetts-based firm has raised over $3 billion in private funding and targets power generation in the early 2030s. The 400-megawatt facility is part of a broader strategy to commercialize fusion energy, reducing reliance on fossil fuels and traditional nuclear power. While the demonstration reactor in Massachusetts is nearing completion, site selection for the Virginia plant is ongoing, with potential future locations in the eastern U.S. or the West.
352. https://www.powerinfotoday.com/nuclear-energy/kazakhstan-nuclear-plan-targets-four-power-plants-by-2050/ - Kazakhstan has officially adopted a long-term strategy to develop up to four nuclear power plants by 2050, with at least three expected to be operational. The Kazakhstan Atomic Energy Agency stated the expansion aims to meet rising electricity demand, ensure energy security, and replace decommissioned coal capacity. The plan includes potential use of small modular reactors and aligns with a target of 5% nuclear energy in the national mix by 2035. Rosatom and China National Nuclear Corporation are leading initial construction projects.
353. https://www.scmp.com/news/china/diplomacy/article/3350979/why-china-backs-namibias-nuclear-fuel-rod-production?utm_source=rss_feed - Following bilateral talks in Beijing, China pledged to assist Namibia in transforming raw mineral exports into higher-value domestic products. The joint communique highlights cooperation in processing lithium, cobalt, and uranium to enhance Namibia's industrialisation and integration into global value chains. Namibia, a major uranium producer hosting Chinese-owned mines, seeks this investment to capture greater value from its resources.
354. https://www.scmp.com/news/china/diplomacy/article/3350979/why-china-backs-namibias-nuclear-fuel-rod-production?utm_source=rss_feed - Following bilateral talks in Beijing, China pledged to assist Namibia in transforming raw mineral exports into higher-value domestic products. The joint communique highlights cooperation in processing lithium, cobalt, and uranium to enhance Namibia's industrialisation and integration into global value chains. Namibia, a major uranium producer hosting Chinese-owned mines, seeks this investment to capture greater value from its resources.
355. https://lenta.ru/news/2026/04/21/lingen/ - German Left Party Bundestag members proposed a resolution to prohibit the production of VVER reactor fuel elements for Advanced Nuclear Fuels (ANF) in cooperation with Rosatom. The initiative cites security risks related to the Ukraine conflict and the lack of domestic demand following Germany's nuclear phase-out in April 2023. The proposal targets the enrichment plant in Lingen, where Russia supplied uranium in 2024. The government had preliminarily approved the cooperation in February 2026 based on a 2021 agreement.
356. https://lenta.ru/news/2026/04/21/lingen/ - German Left Party Bundestag members proposed a resolution to prohibit the production of VVER reactor fuel elements for Advanced Nuclear Fuels (ANF) in cooperation with Rosatom. The initiative cites security risks related to the Ukraine conflict and the lack of domestic demand following Germany's nuclear phase-out in April 2023. The proposal targets the enrichment plant in Lingen, where Russia supplied uranium in 2024. The government had preliminarily approved the cooperation in February 2026 based on a 2021 agreement.
357. https://ca.news.yahoo.com/exclusive-ukraine-says-russian-missiles-060640268.html - Ukraine's Prosecutor General Ruslan Kravchenko stated that Russian drones and Kinzhal missiles repeatedly fly near the Chornobyl nuclear plant and Khmelnytskyi plant, elevating the risk of a major accident. Kravchenko described the flights as acts of intimidation and terror rather than military necessity. The International Atomic Energy Agency expressed deep concern over these activities. Additionally, a previous Russian drone attack damaged Chornobyl's containment shield, with repair costs estimated at 500 million euros.
358. https://news.ltn.com.tw/news/politics/breakingnews/5412083 - Legislator Ge Ru-jun questioned the Nuclear Safety Commission regarding nuclear energy monitoring, small modular reactor (SMR) research, and talent development. He highlighted a significant budget increase for monitoring without proportional increases in testing frequency and noted insufficient investment in SMR technology compared to international standards. Ge called for the commission to upgrade to a second-level agency, improve communication with the Taiwan Power Company regarding reactor restart reviews, and allocate adequate resources to ensure national energy security and technological competitiveness.
359. https://news.ltn.com.tw/news/politics/breakingnews/5412083 - Legislator Ge Ru-jun questioned the Nuclear Safety Commission regarding nuclear energy monitoring, small modular reactor (SMR) research, and talent development. He highlighted a significant budget increase for monitoring without proportional increases in testing frequency and noted insufficient investment in SMR technology compared to international standards. Ge called for the commission to upgrade to a second-level agency, improve communication with the Taiwan Power Company regarding reactor restart reviews, and allocate adequate resources to ensure national energy security and technological competitiveness.
360. https://www.australianmining.com.au/triple-digit-growth-drives-regis-resources-expansion/ - Regis Resources announced a 120 per cent surge in ore reserves at its Garden Well underground operation in Western Australia for the 12 months to 31 December 2025. Managing director and chief executive officer Jim Beyer attributed the growth to a disciplined exploration strategy. The company also reported reserve growth at Rosemont and Tropicana sites, and released an initial mineral resource estimate for the Southern Star deposit in the Duketon region. This marks the sixth consecutive year of underground resource and reserve growth.
361. https://www.marketbeat.com/instant-alerts/paladin-energy-q3-earnings-call-highlights-2026-04-21/ - Paladin Energy reported a 5% increase in quarterly uranium production at its Langer Heinrich Mine in Namibia, reaching 1.29 million pounds. The company raised its full-year 2026 production guidance to 4.5–4.8 million pounds. CEO Paul Hemburrow attributed the increase to strong plant performance and fleet commissioning. While production costs remain stable at $44–$48 per pound, management noted potential cost escalation due to Middle East conflicts. Simultaneously, Paladin secured ministerial approval for the environmental impact statement at its Patterson Lake South project in Canada, though a judicial review challenge was filed by the Métis Nation–Saskatchewan.
362. https://mining.com.au/american-uraniums-lo-herma-project-gains-major-momentum/ - American Uranium reports an increase in the uranium resource at its Lo Herma Project in Wyoming to approximately 9.5 million pounds. CEO Bruce Lane stated that ongoing drilling has boosted confidence levels, marking a key step toward future development. The company plans further drilling and a Scoping Study in the third quarter. Strong term pricing in the uranium market is cited as a favourable condition for US projects.
363. https://mining.com.au/american-uranium-prepares-for-entitlement-offer-next-month/ - American Uranium intends to conduct a non-renounceable pro-rata entitlement offer to fund exploration at the Lo Herma Project in Wyoming, US. The company will offer one share for every six existing shares held at the record date, at an issue price of $0.12 each. American Uranium will also offer a one-for-two free attaching offer in conjunction with this deal, with options exercisable at $0.16 and expiring on 30 June 2029. The entitlement offer will open on 1 May 2026 before closing on 15 May. Funds will be deployed to activities at the Lo Herma Project, including expansion and infill drilling, hydrogeological and metallurgical studies, and landholding costs. Proceeds will also be used to cover the costs of the offer and general working capital. As reported by Mining.com.au last week, American Uranium expanded the size of its Lo Herma Project with 1,040 acres of new uranium mineral rights and 29 new federal mineral lode mining claims, which cover about 490 acres. The company intends to deliver an updated resource estimate and Scoping Study for the project in Q3 2026. American Uranium is focused on advancing the Lo Herma In-Situ Recovery Uranium Project in Wyoming.
364. https://www.ans.org/news/2026-04-21/article-7966/nrc-reorganization-update-changes-will-begin-this-summer/ - The Nuclear Regulatory Commission (NRC) announced on Monday that its significant reorganization, aimed at meeting executive order requirements, will be implemented by midsummer. Executive Director for Operations Mike King stated the changes will structure the agency to achieve faster, more predictable licensing while maintaining safety. Key adjustments include the Office of Nuclear Reactor Regulation (OAR) focusing on new reactor licensing, the Center for Nuclear Reactor Information (CNRI) overseeing operating reactors and regional offices, and realigning materials licensing and security functions. The NRC expects these changes to improve recruitment and retention.
365. https://www.gurufocus.com/news/8806947/commonwealth-fusion-systems-to-build-first-commercial-fusion-plant-by-2027 - Commonwealth Fusion Systems announced plans to commence construction of the world's first commercial nuclear fusion power plant in the US by 2027. The company, a spin-off from MIT, aims to achieve net energy gain with its SPARC prototype in Massachusetts. Building on this, CFS plans to construct the 400 megawatt ARC commercial plant in Virginia. The project involves collaboration with Nvidia and Siemens to utilise AI and digital twin technology. CFS has raised nearly $3 billion from investors including Bill Gates and Google.
366. https://sourcenm.com/2026/04/21/democratic-nm-representative-says-state-poised-to-become-national-nuclear-leader/ - New Mexico Democratic Representative Meredith Dixon stated at a pro-nuclear conference that the state is positioned to lead in nuclear energy due to recent investments in technology and access to national laboratories. Although Dixon and four Republican co-sponsors introduced Senate Bill 78 to designate nuclear energy as an allowable alternative source, the Senate Conservation Committee voted 5-4 against it. The state has allocated $40 million for cleaning up abandoned uranium mines and $150 million for advanced energy research, including nuclear fusion. Dixon noted challenges in gaining legislative and public acceptance but highlighted growing data center demand and new mining technologies as drivers for future nuclear development.
367. https://capcity.news/latest-news/2026/04/21/governor-gordon-enters-into-regulatory-agreement-with-u-s-nuclear-regulatory-commission/ - On April 30, 2026, Wyoming Governor Gordon signed a finalized agreement with the U.S. Nuclear Regulatory Commission (NRC) transferring regulatory authority over source material recovered from mineral processing to the Wyoming Department of Environmental Quality. This expansion grants the state oversight of uranium and thorium byproducts from rare earth element projects, such as the Bear Lodge Project, aiming to support critical mineral development while maintaining safety standards.
368. https://capcity.news/latest-news/2026/04/21/governor-gordon-enters-into-regulatory-agreement-with-u-s-nuclear-regulatory-commission/ - On April 30, 2026, Wyoming Governor Gordon signed a finalized agreement with the U.S. Nuclear Regulatory Commission (NRC) transferring regulatory authority over source material recovered from mineral processing to the Wyoming Department of Environmental Quality. This expansion grants the state oversight of uranium and thorium byproducts from rare earth element projects, such as the Bear Lodge Project, aiming to support critical mineral development while maintaining safety standards.
369. https://simplywall.st/stocks/us/utilities/nasdaq-ceg/constellation-energy/news/constellation-energy-ceg-is-down-64-after-new-doe-funded-nuc - Constellation Energy shares dropped 6.4% following news that the US Department of Energy approved a $1 billion loan to restart the Crane nuclear plant, adding 835 MW of capacity. Regulators also cleared a $167 million digital safety upgrade at the Limerick station. These developments aim to boost carbon-free capacity for AI-driven demand, though the stock decline suggests market caution regarding regulatory and lifecycle costs associated with the aging nuclear fleet.
370. https://interestingengineering.com/energy/china-hualong-one-taipingling-reactor-online - China General Nuclear Power Group (CGN) has commenced commercial operation of Unit 1 at the Taipingling nuclear power project in Huizhou, Guangdong Province. The domestically designed Hualong One reactor, with a net capacity of 1116 MWe, successfully completed a 168-hour continuous trial run. The unit is expected to generate over 9 billion kilowatt-hours of electricity annually, meeting the needs of approximately one million residents. This milestone supports China's clean energy expansion and energy security plans within the Greater Bay Area.
371. https://stockhead.com.au/resources/chairmans-buy-in-reinforces-confidence-in-aura-energy-uranium-potential/ - Aura Energy chairman Philip Mitchell purchased 1 million shares valued at $115,000 on the market at the end of March 2026. The investment signals confidence in the company's Tiris uranium project in Mauritania. Aura Energy recently raised $20 million for exploration and resource definition. The project targets a final investment decision in the second half of 2026, with a basic engineering study commencing in the second quarter of 2026. Offtake agreements are secured with a US utility and a global trading group.
372. https://www.callawayclimateinsights.com/p/uk-labour-partys-climate-ambitions - The UK Labour government has paused its nuclear energy ambitions and confirmed its first national data centre will be powered by gas rather than renewables. This strategic shift occurs as the party faces high energy prices, geopolitical instability, and anticipated losses in upcoming local elections. The move marks a significant departure from the previous commitment to decarbonise the grid by 2030 and establish a Great British Energy Company, reflecting a reset in climate policy driven by immediate political and economic pressures.
373. https://www.aol.com/news/amid-nuclear-renaissance-idaho-worries-171020259.html - State officials in Idaho and Utah express concern over a projected shortage of workers needed to support a nuclear energy expansion. A 2025 Department of Energy study estimates a need for 184,000 additional nuclear industry workers and 250,000 construction workers by 2050. Wendi Secrist of the Idaho Workforce Development Council and Utah Governor Spencer Cox highlight challenges in recruiting experienced engineers and addressing declining birthrates. Both states are developing training programs and workforce plans to meet industry demands.
374. https://asiatimes.com/2026/04/us-china-forge-rival-fusion-chains-as-europe-weighs-role/ - The United States and China are intensifying their competition in fusion energy, a sector critical for future carbon-free power. Both nations are racing to secure domestic capabilities and supply chains, with China leveraging European expertise in superconducting magnets and robotics. While some experts advocate for international collaboration to prevent fragmentation, others warn that China's aggressive investment and supply chain control pose an existential threat to Western energy security. The US Department of Energy is prioritising private-sector partnerships to reduce reliance on Chinese components, aiming to maintain a competitive edge as global fusion commercialisation accelerates.
375. https://energiesmedia.com/us-nuclear-startup-microreactor-milestone/ - The U.S. Department of Energy has officially opened the Demonstration of Microreactor Experiments (DOME) facility at Idaho National Laboratory. Repurposing the former Experimental Breeder Reactor-II containment structure, the 100-foot dome provides a controlled environment for testing fueled microreactors up to 20 MW of thermal energy. This infrastructure aims to accelerate the transition from conceptual designs to validated technologies for private U.S. nuclear startups, reducing development timeframes and financial risks associated with building new test facilities.
376. https://www.skynewsarabia.com/world/1865234-%D8%B3%D8%AA%D9%86%D9%82%D9%84-%D9%88%D8%A7%D8%B4%D9%86%D8%B7%D9%86-%D8%A7%D9%84%D9%8A%D9%88%D8%B1%D8%A7%D9%86%D9%8A%D9%88%D9%85-%D8%A7%D9%84%D8%A5%D9%8A%D8%B1%D8%A7%D9%86%D9%8A-%D8%AA%D9%85-%D8%A7%D9%84%D8%A7%D8%AA%D9%81%D8%A7%D9%82 - Reports indicate the US is considering transferring Iran's stockpile of highly enriched uranium to a third party, possibly Russia, as part of potential negotiations. The process involves extracting material from war-damaged sites in Isfahan and Natanz, which have not been visited by IAEA inspectors for ten months. While President Trump claimed Iran agreed to transfer the stockpile to the US, Tehran denied this. Experts warn the operation is complex due to security risks, logistical challenges, and the need for political agreement on the destination. The US possesses experience in similar operations from Kazakhstan and Georgia.
377. https://www.tajikistannews.net/news/279002654/kazakhstan-second-nuclear-power-plant-to-be-built-near-lake-balkhash - Kazakhstan plans to construct its second nuclear power plant on the shores of Lake Balkhash in the southeastern region. Three potential sites are currently under consideration, with the final location to be announced later. The country aims to have at least three nuclear power plants operational by 2050 under its Nuclear Industry Development Strategy, with a fourth under review due to projected electricity demand growth. Construction of the first plant officially commenced in August 2025 near Ulken in the Almaty region.
378. https://energiesmedia.com/us-nuclear-startup-microreactor-milestone/ - The U.S. Department of Energy has officially opened the Demonstration of Microreactor Experiments (DOME) facility at Idaho National Laboratory. Repurposing the former Experimental Breeder Reactor-II containment structure, the 100-foot dome provides a controlled environment for testing fueled microreactors up to 20 MW of thermal energy. This infrastructure aims to accelerate the transition from conceptual designs to validated technologies for private U.S. nuclear startups, reducing development timeframes and financial risks associated with building new test facilities.
379. https://www.rp.pl/europejski-kongres-gospodarczy/art44200721-bezpieczenstwo-i-energetyczny-miks-jutra - Experts will address energy security and the future energy mix at the 18th European Economic Congress in Katowice on 22 April 2026. The event features leaders from major Polish energy companies including Veolia, Orlen, Shell, E.ON, PGE, and Tauron, alongside government officials. Discussions will cover the transition from coal to renewables, gas infrastructure, and the planned introduction of nuclear power to ensure energy security and reduce reliance on imports.
380. https://www.tz.de/politik/irans-angereichertes-uran-als-verhandlungsmasse-russland-schaltet-sich-ein-trump-blockt-zr-94272688.html - Russia has proposed storing Iran's highly enriched uranium to help resolve the ongoing conflict in the Middle East. President Donald Trump rejected the offer, stating the US has no interest in the proposal. Kremlin spokesman Dmitry Peskov confirmed the offer is not currently on the negotiation table. Iran has not discussed transferring its uranium in previous talks with Washington. Experts suggest Russia's technical capacity and long-standing nuclear cooperation with Iran make the proposal a potential compromise, though the IAEA would likely need to oversee any such agreement.
381. https://www.jpost.com/international/article-893769 - IAEA Director-General Rafael Grossi stated that a nuclear agreement between the US and Iran would be an illusion without IAEA verification. Grossi emphasised the agency's unique ability to guarantee impartiality and confirm compliance. He also addressed the feasibility of a US military invasion to seize nuclear materials, citing structural challenges. Additionally, Grossi expressed concern over a potential nuclear arms race, noting several countries are debating acquiring nuclear weapons.
382. https://www.indiatoday.in/world/story/explained-why-the-us-may-struggle-to-extract-uranium-from-iran-2899711-2026-04-22?utm_source=rss - Former officials and nuclear experts warn that removing Iran's enriched uranium could be the most complex operation in history. Following US and Israeli strikes on facilities like Isfahan and Natanz, access is hindered by damaged infrastructure and buried tunnels. The material, often stored in gaseous form, requires specialised equipment for safe recovery. Transporting the substance from a conflict zone adds significant risk, while diplomatic disputes over destination countries like Russia or Kazakhstan complicate the process. Verification remains critical to ensure compliance.
383. https://www.breitbart.com/europe/2026/04/21/majority-of-germans-think-closing-all-nuclear-plants-was-mistake/ - A survey indicates that 53 per cent of Germans believe the decision to shut down the country's entire nuclear fleet was a mistake, with 32 per cent viewing it as completely wrong. This sentiment persists despite the final reactors being taken out of service in April 2023. While the government cited safety concerns, the public remains largely unconvinced by accident risks. European Union President Ursula von der Leyen and the International Energy Agency have also described the phase-out as a strategic error, contrasting with Germany's current stance while other nations pursue new nuclear projects.
384. https://www.breitbart.com/europe/2026/04/21/majority-of-germans-think-closing-all-nuclear-plants-was-mistake/ - A survey indicates that 53 per cent of Germans believe the decision to shut down the country's entire nuclear fleet was a mistake, with 32 per cent viewing it as completely wrong. This sentiment persists despite the final reactors being taken out of service in April 2023. While the government cited safety concerns, the public remains largely unconvinced by accident risks. European Union President Ursula von der Leyen and the International Energy Agency have also described the phase-out as a strategic error, contrasting with Germany's current stance while other nations pursue new nuclear projects.
385. https://www.investing.com/news/economy-news/first-commercial-fusion-plant-nears-construction-in-us-commonwealth-ceo-says-4627073 - Commonwealth Fusion Systems CEO Bob Mumgaard announced that construction of the world's first commercial fusion power plant is set to begin in the US in 2027. The company, based in Massachusetts, has raised approximately $3 billion in private funding. The initial demonstration machine in Massachusetts is over 75% complete, with the commercial facility targeted for Virginia. The project aims to generate 400 megawatts of power, potentially replacing coal and nuclear fission sources. The US administration has shown interest in fusion technology through industrial policy and potential government stakes.
386. https://www.powermag.com/reprocessing-gamble-could-drain-nuclear-waste-fund-raise-electricity-prices/ - Ross Matzkin-Bridger argues that pursuing nuclear fuel reprocessing risks draining the $47 billion Nuclear Waste Fund, which was established to finance permanent direct disposal of spent fuel. The commentary states that reprocessing is an expensive, unproven technology that creates additional waste and proliferation risks, potentially forcing utilities to replenish the fund through higher electricity prices. The author contends that direct disposal remains the safest and most economical method for waste management.
387. https://www.prnewswire.com/news-releases/hycroft-mining-holding-corporation-issues-correction-to-press-release-dated-april-21-2026-302749307.html - * Hycroft Mining Holding Corporation issued a correction to a press release regarding the engineering assessment of the Hycroft Mine in Nevada. * The company clarified that WSP Global Inc. completed the engineering work for additional tailings storage facility lifts, not WestLand Engineering & Environmental Services, Inc. * WestLand Engineering & Environmental Services, Inc. is confirmed to have completed the relevant environmental studies. * Ausenco Engineering South USA, Inc. is now positioned to complete the Initial Assessment Technical Report with economics in the second quarter of 2026. * The correction addresses a factual error in the original announcement concerning the division of labour between engineering and environmental consultants.
388. https://skillings.net/uranium-why-tech-giants-are-eyeing-direct-mining-partnerships-and-the-2026-outlook/ - Tech hyperscalers including Amazon, Google, and Microsoft are seeking direct partnerships and financing arrangements with uranium producers to secure fuel for nuclear reactors powering AI data centers. NexGen Energy CEO Leigh Curyer confirmed this shift from standard utility power purchase agreements. The trend mirrors the 2021 lithium land grab, with tech firms viewing uranium as a strategic asset to ensure energy reliability for massive compute requirements. Projections suggest tech sector direct offtake could rise to 12% of global demand by 2026 in a bull scenario, potentially driving spot prices higher.
389. https://skillings.net/uranium-why-tech-giants-are-eyeing-direct-mining-partnerships-and-the-2026-outlook/ - Tech hyperscalers including Amazon, Google, and Microsoft are seeking direct partnerships and financing arrangements with uranium producers to secure fuel for nuclear reactors powering AI data centers. NexGen Energy CEO Leigh Curyer confirmed this shift from standard utility power purchase agreements. The trend mirrors the 2021 lithium land grab, with tech firms viewing uranium as a strategic asset to ensure energy reliability for massive compute requirements. Projections suggest tech sector direct offtake could rise to 12% of global demand by 2026 in a bull scenario, potentially driving spot prices higher.
390. https://skillings.net/uranium-why-tech-giants-are-eyeing-direct-mining-partnerships-and-the-2026-outlook/ - Tech hyperscalers including Amazon, Google, and Microsoft are seeking direct partnerships and financing arrangements with uranium producers to secure fuel for nuclear reactors powering AI data centers. NexGen Energy CEO Leigh Curyer confirmed this shift from standard utility power purchase agreements. The trend mirrors the 2021 lithium land grab, with tech firms viewing uranium as a strategic asset to ensure energy reliability for massive compute requirements. Projections suggest tech sector direct offtake could rise to 12% of global demand by 2026 in a bull scenario, potentially driving spot prices higher.
391. https://skillings.net/domestic-uranium-milestone-uec-restarts-us-production-at-burke-hollow-isr-mine/ - Uranium Energy Corp (UEC) has officially commenced uranium production at its Burke Hollow In-Situ Recovery (ISR) project in BEEVILLE, Texas. This milestone marks the first new ISR mine commissioned in the United States in over a decade. The project utilizes a hub-and-spoke strategy, feeding uranium-loaded resins to the Hobson Central Processing Plant. UEC now operates two active ISR platforms in Texas and Wyoming, with a total licensed capacity of approximately 12 million pounds of U3O8 annually. This development aims to reduce US dependence on foreign uranium imports.
392. https://skillings.net/uranium-why-tech-giants-are-eyeing-direct-mining-partnerships-and-the-2026-outlook/ - Tech hyperscalers including Amazon, Google, and Microsoft are seeking direct partnerships and financing arrangements with uranium producers to secure fuel for nuclear reactors powering AI data centers. NexGen Energy CEO Leigh Curyer confirmed this shift from standard utility power purchase agreements. The trend mirrors the 2021 lithium land grab, with tech firms viewing uranium as a strategic asset to ensure energy reliability for massive compute requirements. Projections suggest tech sector direct offtake could rise to 12% of global demand by 2026 in a bull scenario, potentially driving spot prices higher.
393. https://skillings.net/uranium-uec-burke-hollow-update-timeline-and-key-risks/ - Uranium Energy Corp (UEC) has commenced production at its Burke Hollow in-situ recovery (ISR) mine in South Texas. This development connects to UEC's Hobson Central Processing Plant, which holds a license for 4 million pounds of U3O8 per year. The project represents a significant milestone for the US uranium sector, providing a new domestic supply source and reinforcing a hub-and-spoke operational model. Key focus areas include wellfield ramp sequencing, processing stability, and regulatory compliance.
394. https://skillings.net/investor-magnet-myriad-uranium-targets-district-scale-discovery-at-copper-mountain/ - Myriad Uranium has filed a new NI 43-101 technical report for its Copper Mountain project in Fremont County, Wyoming, in April 2026. This milestone enables a Phase II drill program targeting over 100 radiometric anomalies identified in a December 2025 survey. The project consolidates a 10,000+ acre land package and aims to validate deep mineralization below the historic 600-foot limit, utilizing modern chemical assays to potentially upgrade historical resource estimates. The initiative positions the district as a significant domestic uranium asset in the United States.
395. https://skillings.net/domestic-uranium-milestone-uec-restarts-us-production-at-burke-hollow-isr-mine/ - Uranium Energy Corp (UEC) has officially commenced uranium production at its Burke Hollow In-Situ Recovery (ISR) project in BEEVILLE, Texas. This milestone marks the first new ISR mine commissioned in the United States in over a decade. The project utilizes a hub-and-spoke strategy, feeding uranium-loaded resins to the Hobson Central Processing Plant. UEC now operates two active ISR platforms in Texas and Wyoming, with a total licensed capacity of approximately 12 million pounds of U3O8 annually. This development aims to reduce US dependence on foreign uranium imports.
396. https://www.globenewswire.com/news-release/2026/04/21/3278394/0/en/NewHydrogen-Completes-Critical-Pre-Pilot-Plant-Technical-Validation.html - NewHydrogen, Inc. announced the completion of a critical pre-pilot plant technical validation for its ThermoLoop technology on April 21, 2026. The company will now construct an engineering test unit at the University of California, Santa Barbara to define specifications for a commercial pilot plant. ThermoLoop uses heat instead of electricity to produce hydrogen, with potential integration into small modular nuclear reactors. The technology met rigorous criteria including operating temperatures below 1,000°C and hydrogen production efficiency exceeding 75% of theoretical yield.
397. https://oilprice.com/Energy/Energy-General/Kazakhstans-Critical-Mineral-Boom-Collides-With-State-Control.html - Kazakhstan has enacted changes to its tax code and sub-soil use law to increase state involvement in the mining sector, including higher royalties and priority licensing for state entities. While officials frame these moves as refinements to 2018 reforms, Western investors and industry groups express concern over the non-linear regulatory environment and the government positioning itself as a competitor. The shifts include a new royalty system for operations licensed from 2027 and a $500 million government exploration fund, raising questions about the country's reliability as a jurisdiction for private investment.
398. https://oilprice.com/Energy/Energy-General/Kazakhstans-Critical-Mineral-Boom-Collides-With-State-Control.html - Kazakhstan has enacted changes to its tax code and sub-soil use law to increase state involvement in the mining sector, including higher royalties and priority licensing for state entities. While officials frame these moves as refinements to 2018 reforms, Western investors and industry groups express concern over the non-linear regulatory environment and the government positioning itself as a competitor. The shifts include a new royalty system for operations licensed from 2027 and a $500 million government exploration fund, raising questions about the country's reliability as a jurisdiction for private investment.
399. https://www.dezeen.com/2026/04/21/atkinsrealis-nvidia-nuclear-powered-data-centres/ - Canadian engineering firm AtkinsRéalis has announced a partnership with Nvidia to develop designs for nuclear-powered hyperscale data centres. The collaboration aims to create energy sources capable of powering large-scale AI facilities without straining traditional power grids. Designs are expected to range from 740MWe to 1000MWe, comparable to small nuclear reactors. The partnership will utilise Nvidia's proprietary computing technologies to streamline planning and integration. AtkinsRéalis states that co-locating nuclear power with data centres enables a more integrated, efficient, and sustainable infrastructure model, potentially sharing electric infrastructure and waste heat with local communities.
400. https://www.dezeen.com/2026/04/21/atkinsrealis-nvidia-nuclear-powered-data-centres/ - Canadian engineering firm AtkinsRéalis has announced a partnership with Nvidia to develop designs for nuclear-powered hyperscale data centres. The collaboration aims to create energy sources capable of powering large-scale AI facilities without straining traditional power grids. Designs are expected to range from 740MWe to 1000MWe, comparable to small nuclear reactors. The partnership will utilise Nvidia's proprietary computing technologies to streamline planning and integration. AtkinsRéalis states that co-locating nuclear power with data centres enables a more integrated, efficient, and sustainable infrastructure model, potentially sharing electric infrastructure and waste heat with local communities.
401. https://wattsupwiththat.com/2026/04/21/wind-and-solar-focus-threaten-americas-and-south-africas-economy/ - A report by Dr Robert Jeffrey, Olivia Vaughan, Dr Lars Schernikau, and Ronald Stein argues that South Africa's Integrated Resource Plan 2025, which prioritises variable wind and solar, will raise electricity costs and undermine economic growth. The authors contend that intermittent sources cannot guarantee reliable power without expensive backup, leading to higher prices for consumers. They recommend a strategy prioritising dispatchable coal and nuclear generation to ensure security and affordability, warning that ignoring physics-based constraints risks poverty and lost opportunities for both South Africa and the US.
402. https://www.ad-hoc-news.de/boerse/news/ueberblick/fortum-oyj-stock-fi0009007132-why-does-its-clean-energy-shift-matter/69231405 - Fortum Oyj is shifting its business model to focus on clean energy generation, including nuclear and renewables, to position itself as a resilient utility amid Europe's transition. The company aims to expand its renewable capacity to 6 GW by the end of the decade while upgrading nuclear assets. This strategy aligns with EU taxonomy and offers investors exposure to stable cash flows and dividend reliability without direct regional risks. Analysts view the move positively, citing strong cash generation and attractive valuation relative to peers, though regulatory risks regarding nuclear extensions remain.
403. https://qazinform.com/news/kazakhstan-slovenia-explore-nuclear-energy-partnership-65698c - Kazakhstani Ambassador Abibullayev and Slovenian counterpart Levičar discussed expanding nuclear energy cooperation. Kazakhstan, the world's leading uranium producer, proposed a memorandum between Kazatomprom and Slovenian nuclear institutions to supply fuel and components. Slovenia, planning a second unit at the Krško Nuclear Power Plant, expressed interest in Kazakhstan's Low Enriched Uranium Bank and operational experience. Both nations aim to strengthen energy security and sustainable supply chains through peaceful nuclear energy use.
404. https://skillings.net/u-s-uranium-resurgence-inside-the-aurora-roadmap-and-the-push-for-domestic-fuel/ - Eagle Nuclear Energy Corp is executing a 47-hole drill program at the Aurora Uranium Project in southeastern Oregon to refine geology and support engineering work. The company aims to reach a pre-feasibility study by 2027. This development aligns with broader U.S. efforts to rebuild domestic uranium supply chains, driven by energy security needs and anticipated power demand from AI data centers. The project faces permitting and execution risks but is positioned within a strategic push for domestic fuel security.
405. https://skillings.net/u-s-uranium-resurgence-inside-the-aurora-roadmap-and-the-push-for-domestic-fuel/ - Eagle Nuclear Energy Corp is executing a 47-hole drill program at the Aurora Uranium Project in southeastern Oregon to refine geology and support engineering work. The company aims to reach a pre-feasibility study by 2027. This development aligns with broader U.S. efforts to rebuild domestic uranium supply chains, driven by energy security needs and anticipated power demand from AI data centers. The project faces permitting and execution risks but is positioned within a strategic push for domestic fuel security.
406. https://www.roi-nj.com/2026/04/21/industry/energy-utilities/denham-capital-and-first-american-nuclear-partner-to-power-ai-and-hyperscale-data-centers/ - Denham Capital has formed a strategic partnership with First American Nuclear (FANCO) to provide integrated power solutions for AI and hyperscale data centers. The collaboration combines FANCO's fast-spectrum small modular reactors with Denham's Gray Oak Power platform to deliver on-site, firm power and flexible energy solutions. This approach aims to mitigate utility interconnection delays and secure long-term nuclear energy roadmaps for tech companies. The partnership addresses the growing U.S. data center demand expected to exceed 100 GW by 2028, aligning with new policy frameworks requiring technology leaders to manage their own energy resources.
407. https://skillings.net/u-s-uranium-resurgence-inside-the-aurora-roadmap-and-the-push-for-domestic-fuel/ - Eagle Nuclear Energy Corp is executing a 47-hole drill program at the Aurora Uranium Project in southeastern Oregon to refine geology and support engineering work. The company aims to reach a pre-feasibility study by 2027. This development aligns with broader U.S. efforts to rebuild domestic uranium supply chains, driven by energy security needs and anticipated power demand from AI data centers. The project faces permitting and execution risks but is positioned within a strategic push for domestic fuel security.
408. https://spaceq.ca/csmc-secures-1-2m-government-grant-for-nuclear-microreactor-manufacturing/ - Canadian Strategic Missions Corporation (CSMC) has secured a $1.2 million federal government grant to lead a project building manufacturing capacity for nuclear microreactors. Funded through NGen's Advanced Manufacturing Technology Program, the initiative aims to transition CSMC's LEUNR microreactor systems from laboratory research to factory production. Partners Samuel Automation and Stern Laboratories will contribute expertise in inspection and thermal hydraulic testing. The project targets terrestrial applications in Canada's North and defence sectors, leveraging licensed SLOWPOKE technology.
409. https://tass.com/economy/2120203 - Kursk Nuclear Power Plant-2 has completed start-up and adjustment operations for Unit 1, which is now ready for commissioning. The unit, equipped with a VVER-TOI reactor, has finished its full testing cycle and confirmed design parameters. The next step involves final inspection by Rostekhnadzor before transitioning to commercial operation. This development is part of a strategic plan to replace RBMK-1000 reactors and increase total capacity by 20% through the construction of four VVER-TOI units.
410. https://tass.com/economy/2120347 - Alexey Likhachev, CEO of Rosatom, stated that Turkish companies are showing high interest in acquiring stakes in the Akkuyu nuclear power plant project. Discussions regarding participation in the project's authorized capital are currently underway. Likhachev noted that geopolitical developments in the Persian Gulf have prompted countries to seek sustainable electricity sources, driving this interest. The collaboration aims to ensure predictable power generation and develop the global nuclear power market.
411. https://spaceq.ca/csmc-secures-1-2m-government-grant-for-nuclear-microreactor-manufacturing/ - Canadian Strategic Missions Corporation (CSMC) has secured a $1.2 million federal government grant to lead a project building manufacturing capacity for nuclear microreactors. Funded through NGen's Advanced Manufacturing Technology Program, the initiative aims to transition CSMC's LEUNR microreactor systems from laboratory research to factory production. Partners Samuel Automation and Stern Laboratories will contribute expertise in inspection and thermal hydraulic testing. The project targets terrestrial applications in Canada's North and defence sectors, leveraging licensed SLOWPOKE technology.
412. https://fd.nl/politiek/1594010/eurocommissaris-hoekstra-eu-heeft-deltaplan-voor-energie-onafhankelijkheid-nodig - Eurocommissaris Wopke Hoekstra described the European Union's upcoming energy plan as robust but noted that additional measures, including a nuclear renaissance, are required. The plan is scheduled for presentation in Brussels on Wednesday to address tensions in the oil and gas markets caused by the conflict in the Middle East. Hoekstra emphasised the need to move beyond ideological barriers to achieve energy independence.
413. https://renewableheatinghub.co.uk/government-moves-to-break-gas-electricity-link-but-will-households-see-the-benefit/ - The UK Department for Energy Security and Net Zero has announced plans to decouple electricity prices from gas costs by expanding fixed-price contracts for generators. The policy aims to insulate households from global energy volatility following price spikes linked to conflicts in Ukraine and the Middle East. Measures include increasing the Electricity Generator Levy to 55% and raising heat pump grants to £9,000. Ministers Keir Starmer and Ed Miliband frame this as a shift towards clean energy security, though implementation challenges and timing remain concerns for immediate household bill reductions.
414. https://fd.nl/politiek/1594010/eurocommissaris-hoekstra-eu-heeft-deltaplan-voor-energie-onafhankelijkheid-nodig - Eurocommissaris Wopke Hoekstra described the European Union's upcoming energy plan as robust but noted that additional measures, including a nuclear renaissance, are required. The plan is scheduled for presentation in Brussels on Wednesday to address tensions in the oil and gas markets caused by the conflict in the Middle East. Hoekstra emphasised the need to move beyond ideological barriers to achieve energy independence.
415. https://esgnews.com/eu-urges-delayed-nuclear-phase-outs-to-stabilise-energy-supply-contain-price-shocks/?utm_source=rss&utm_medium=rss&utm_campaign=eu-urges-delayed-nuclear-phase-outs-to-stabilise-energy-supply-contain-price-shocks - The European Commission has issued draft guidance advising member states to avoid the premature retirement of existing nuclear power plants. This policy shift aims to secure low-cost, low-emission electricity, reduce reliance on imported fossil fuels, and shield households and industry from rising energy prices amid geopolitical tensions. While the recommendations are non-binding, they signal a strategic recalibration of Europe's energy security framework, with leaders like Ursula von der Leyen describing previous capacity reductions as a mistake. The guidance complements broader measures including tax cuts and energy vouchers.
416. https://ceenergynews.com/finance/romania-us-financing-energy-projects/ - Romanian Minister of Energy Bogdan Ivan met with representatives from the World Bank, US Department of Energy, US EXIM Bank, and US International Development Finance Corporation to secure funding for national energy projects. Romania has obtained up to 3 billion euros for modernising Unit 1 at the Cernavodă nuclear plant, with ongoing discussions for Units 3 and 4. Additionally, 495 million dollars were allocated for Black Sea gas transmission infrastructure, and an OFAC waiver was granted for the Petrotel refinery until October 2026 to support domestic fuel demand.
417. https://ceenergynews.com/nuclear/poland-france-nuclear-energy-cooperation/ - Poland and France signed a joint declaration on energy cooperation during the Polish-French Friendship Day, reaffirming a treaty from May 2025. The agreement aims to create a favourable regulatory and financial framework for civilian nuclear energy investments in the EU, including cross-border projects. Key elements include stable policies, faster public aid procedures, greater use of EU funds, and support for long-term contracts. The countries plan to deepen industrial cooperation, advance the second nuclear power plant in Poland with EDF preparing a pre-feasibility study for EPR units, and expand collaboration on electricity grid infrastructure and small modular reactors.
418. https://esgnews.com/eu-urges-delayed-nuclear-phase-outs-to-stabilise-energy-supply-contain-price-shocks/?utm_source=rss&utm_medium=rss&utm_campaign=eu-urges-delayed-nuclear-phase-outs-to-stabilise-energy-supply-contain-price-shocks - The European Commission has issued draft guidance advising member states to avoid the premature retirement of existing nuclear power plants. This policy shift aims to secure low-cost, low-emission electricity, reduce reliance on imported fossil fuels, and shield households and industry from rising energy prices amid geopolitical tensions. While the recommendations are non-binding, they signal a strategic recalibration of Europe's energy security framework, with leaders like Ursula von der Leyen describing previous capacity reductions as a mistake. The guidance complements broader measures including tax cuts and energy vouchers.
419. https://ceenergynews.com/finance/romania-us-financing-energy-projects/ - Romanian Minister of Energy Bogdan Ivan met with representatives from the World Bank, US Department of Energy, US EXIM Bank, and US International Development Finance Corporation to secure funding for national energy projects. Romania has obtained up to 3 billion euros for modernising Unit 1 at the Cernavodă nuclear plant, with ongoing discussions for Units 3 and 4. Additionally, 495 million dollars were allocated for Black Sea gas transmission infrastructure, and an OFAC waiver was granted for the Petrotel refinery until October 2026 to support domestic fuel demand.
420. https://ceenergynews.com/nuclear/poland-france-nuclear-energy-cooperation/ - Poland and France signed a joint declaration on energy cooperation during the Polish-French Friendship Day, reaffirming a treaty from May 2025. The agreement aims to create a favourable regulatory and financial framework for civilian nuclear energy investments in the EU, including cross-border projects. Key elements include stable policies, faster public aid procedures, greater use of EU funds, and support for long-term contracts. The countries plan to deepen industrial cooperation, advance the second nuclear power plant in Poland with EDF preparing a pre-feasibility study for EPR units, and expand collaboration on electricity grid infrastructure and small modular reactors.
421. https://www.actionnetwork.com/politics/will-iran-surrender-enriched-uranium-stockpile-polymarket-predictions - Diplomatic negotiations between the US and Iran regarding the surrender of Iran's enriched uranium stockpile have stalled following the expiration of a ceasefire on April 21, 2026. Despite a temporary truce announced on April 7, 2026, after US-Israel airstrikes, talks in Islamabad led by Vice President JD Vance ended without agreement on April 12. Disagreements persist over the duration of an enrichment moratorium and sanctions relief. Tensions escalated when President Trump publicly claimed a deal was imminent, which Iran denied, and when a US destroyer seized an Iranian cargo ship in the Gulf of Oman. As of April 21, no new talks are scheduled, though mediators from Turkey and Egypt remain involved.
422. https://stratnewsglobal.com/united-states/trump-nudges-world-closer-to-nuclear-doomsday/ - The Bulletin of the Atomic Scientists warns that erratic US nuclear signalling under President Donald Trump is undermining the Nuclear Non-Proliferation Treaty (NPT). The analysis highlights risks from potential resumption of nuclear testing, coercive actions against threshold states like Iran, and the collapse of arms control frameworks such as New START. These actions threaten to unravel global norms, potentially accelerating nuclear proliferation and increasing the risk of catastrophic miscalculation.
423. https://www.prnewswire.com/news-releases/idaho-advanced-energy-consortium-announces-the-release-of-its-request-for-information-for-communities-interested-in-considering-hosting-advanced-nuclear-projects-302746417.html - * The Idaho Advanced Energy Consortium (IAEC) has issued a Request for Information to identify communities interested in hosting Small Modular Reactors and microreactors. * The initiative aims to establish 'First-Mover' communities and develop the necessary workforce for advanced nuclear deployment in the Intermountain West. * Funding for the outreach effort is provided by a grant from the U.S. Department of Commerce Economic Development Administration Tech Hub program. * The IAEC plans to present the RFI details to local government leaders at the Association of Idaho Cities Spring District Meetings. * Communities are invited to submit a non-binding Expression of Interest by July 1, 2026.
424. https://www.ans.org/news/2026-04-21/article-7964/kairos-power-breaks-ground-on-first-powerproducing-reactor-in-oak-ridge/ - Kairos Power broke ground on its Hermes 2 reactor at the Oak Ridge National Laboratory site in Tennessee. The facility, a precursor to commercial plants, will generate 50 MWe using molten salt technology. Construction utilizes a factory-based manufacturing model to reduce timelines and costs. The project follows a power purchase agreement between the Tennessee Valley Authority and Google, driven by surging electricity demand for AI and manufacturing.
425. https://telanganatoday.com/adani-power-expands-into-nuclear-sector-with-new-subsidiary - Adani Power Limited announced the incorporation of Rawatbhata-Raj Atomic Energy Ltd on 20 April 2026 via its subsidiary Adani Atomic Energy Limited. This step-down subsidiary, along with a parallel entity formed by Adani Energy, signals the group's expansion into nuclear energy generation, transmission, and distribution. The move aligns with India's target to scale nuclear capacity to 100 gigawatts by 2047.
426. https://www.ans.org/news/2026-04-21/article-7964/kairos-power-breaks-ground-on-first-powerproducing-reactor-in-oak-ridge/ - Kairos Power broke ground on its Hermes 2 reactor at the Oak Ridge National Laboratory site in Tennessee. The facility, a precursor to commercial plants, will generate 50 MWe using molten salt technology. Construction utilizes a factory-based manufacturing model to reduce timelines and costs. The project follows a power purchase agreement between the Tennessee Valley Authority and Google, driven by surging electricity demand for AI and manufacturing.
427. https://www.prnewswire.com/news-releases/idaho-advanced-energy-consortium-announces-the-release-of-its-request-for-information-for-communities-interested-in-considering-hosting-advanced-nuclear-projects-302746417.html - * The Idaho Advanced Energy Consortium (IAEC) has issued a Request for Information to identify communities interested in hosting Small Modular Reactors and microreactors. * The initiative aims to establish 'First-Mover' communities and develop the necessary workforce for advanced nuclear deployment in the Intermountain West. * IAEC will provide technical, regulatory, and funding support through the Intermountain West Nuclear Energy Corridor Tech Hub. * The consortium plans to engage local leaders via the Association of Idaho Cities to disseminate information about the opportunities. * Communities must submit a non-binding Expression of Interest by July 1, 2026.
428. https://uk.news.yahoo.com/mideast-war-lights-fire-under-142516408.html - Rising oil prices and shortage risks from the Middle East conflict have prompted approximately 60 governments worldwide to revise energy strategies. Nations including Britain, France, the EU, Sweden, China, the Philippines, Japan, India, Cambodia, Barbados, and Kenya are implementing measures to expand renewables, electrify transport and heating, and invest in nuclear power. These actions aim to bolster energy security and reduce dependence on fossil fuels amidst geopolitical instability.
429. https://www.nucnet.org/news/russia-s-first-vver-toi-nuclear-plant-completes-pilot-operation-4-2-2026 - Rosatom announced that the Kursk 2-1 nuclear power plant in Russia has completed pilot operations and is ready for commercial use. The unit, the first of its VVER-TOI design, reached 100% capacity last month and generated over a billion kWh during testing. A permit is now required to begin commercial operations.
430. https://uk.news.yahoo.com/mideast-war-lights-fire-under-142516408.html - Rising oil prices and shortage risks from the Middle East conflict have prompted approximately 60 governments worldwide to revise energy strategies. Nations including Britain, France, the EU, Sweden, China, the Philippines, Japan, India, Cambodia, Barbados, and Kenya are implementing measures to expand renewables, electrify transport and heating, and invest in nuclear power. These actions aim to bolster energy security and reduce dependence on fossil fuels amidst geopolitical instability.
431. https://www.cityam.com/fossil-fuel-rollercoaster-government-plans-energy-price-shake-up-as-miliband-doubles-down-on-renewables/ - The UK government plans to decouple electricity prices from volatile gas markets by expanding long-term fixed-price contracts for renewable and nuclear generators. Energy Secretary Ed Miliband and Chancellor Rachel Reeves aim to shield households from fossil fuel price spikes, while increasing the windfall tax on low-carbon generators from 45% to 55% to fund consumer support. The reforms target greater price stability amidst global energy volatility.
432. https://www.tradingview.com/news/tmx_newsfile:fd1a518b3094b:0-mineralrite-corporation-rite-reports-on-key-developments-for-the-first-quarter-of-2026/ - MineralRite Corporation (RITE) renewed its mineral lease for the Skull Valley project in Arizona during Q1 2026, satisfying bonding requirements. A Qualified Person conducted site visits and sampling to verify tailings integrity. The company is also exploring environmental credit opportunities and expanding its advisory team. Management noted these steps advance their development strategy, though no mineral resources or reserves are currently established.
433. https://www.energize.co.za/article/geopolitics-could-accelerate-shift-to-domestic-power-generation-report-finds - Wood Mackenzie's Lens Energy Transition Scenarios report indicates that prolonged Middle East geopolitical tensions may drive a structural shift towards domestic power generation by 2050. The 'conflict scenario' projects a 20% fall in global oil demand and a 10% drop in gas demand relative to the base case. While near-term supply disruptions could cause an initial 9% demand drop, government responses are expected to increase nuclear generation by 40% and coal demand by 20%, despite higher structural costs.
434. https://www.middleeasteye.net/live-blog/live-blog-update/eu-warn-against-early-nuclear-exits-effort-address-energy-crisis - The European Commission plans to caution member states against prematurely shutting down nuclear power plants. This measure is part of a broader package aimed at offsetting surging energy prices and addressing supply issues linked to the Iran war. The draft document advises governments to avoid retiring generation assets early, citing the need for reliable, low-cost, and low-emission electricity to reduce reliance on fossil fuels and support clean technology integration.
435. https://www.middleeasteye.net/live-blog/live-blog-update/eu-warn-against-early-nuclear-exits-effort-address-energy-crisis - The European Commission plans to caution member states against prematurely shutting down nuclear power plants. This measure is part of a broader package aimed at offsetting surging energy prices and addressing supply issues linked to the Iran war. The draft document advises governments to avoid retiring generation assets early, citing the need for reliable, low-cost, and low-emission electricity to reduce reliance on fossil fuels and support clean technology integration.
436. https://africabrief.substack.com/p/ghana-energy-minister-to-speak-at - John Abdulai Jinapor, Ghana's Minister for Energy and Green Transition, will attend African Energy Week 2026 in October. He is expected to outline strategies balancing hydrocarbon development with renewable and nuclear energy transitions. Ghana is advancing a $3.5 billion investment drive for offshore oil and gas fields while procuring battery storage and exploring nuclear power sites identified by the IAEA in 2025.
437. https://www.newsghana.com.gh/ghanas-24-hour-economy-dream-needs-a-power-source-that-never-blinks/ - Ghana's push for a 24-hour economy faces significant hurdles as its nuclear power programme stalls due to funding constraints and institutional paralysis. With fuel-dependent thermal plants exposing the grid to price volatility and supply shocks, experts argue nuclear baseload power is essential. Despite IAEA approval of sites in the Western and Central Regions, critical studies remain unfunded, pushing the target date to the mid-2030s. Delays risk a talent drain to other African nations pursuing nuclear energy.
438. https://interestingengineering.com/energy/us-kairos-breaks-ground-hermes-nuclear-reactor - Kairos Power has broken ground on its second small modular reactor, Hermes 2, in Oak Ridge, Tennessee. This fourth-generation reactor will supply 50 MW of carbon-free energy to the Tennessee Valley Authority grid, powering Google data centers in Tennessee and Alabama. Built using modular methods at a site previously housing the Oak Ridge Gaseous Diffusion Plant, the project aims to address historical nuclear construction costs and advance supply chain capabilities.
439. https://www.nucnet.org/news/europe-opens-state-aid-investigation-into-romania-s-plans-for-cernavoda-1-lifetime-extension-4-2-2026 - In January 2026, the European Commission opened an in-depth investigation into Romania's proposed state aid package for the Cernavoda-1 nuclear reactor. The plan involves a €3.2bn investment by Nuclearelectrica to refurbish the unit and extend its operational life by 30 years until 2057. While the Commission acknowledges the project's necessity for low-carbon electricity, it questions whether the measures, including grants and contracts for difference, comply with EU state aid rules regarding proportionality and risk transfer. The investigation assesses the balance between enabling investment and maintaining market incentives.
440. https://www.prnewswire.com/news-releases/denham-sustainable-infrastructure-executes-strategic-partnership-agreement-with-first-american-nuclear-to-accelerate-power-solutions-for-ai-and-hyperscale-data-centers-302748012.html - * Denham Capital and First American Nuclear (FANCO) announced a strategic partnership on April 21, 2026, to deliver integrated power solutions for AI and hyperscale data centers. * The collaboration pairs FANCO's fast-spectrum small modular reactors (SMRs) with Gray Oak Power's on-site gas generation to address immediate energy bottlenecks. * This approach allows hyperscalers to secure long-term nuclear energy roadmaps while bypassing traditional utility interconnection delays in the United States. * The partnership responds to US data center demand expected to exceed 100 GW by 2028 and new policy frameworks like the 'Ratepayer Protection Pledge'. * FANCO's EAGL-1 reactor design features lead-bismuth cooling and a closed-fuel cycle to eliminate 95% of long-lasting nuclear waste.
441. https://www.mining-technology.com/news/centrus-contractor-uranium-plant-expansion-ohio/ - Centrus Energy has appointed Geiger Brothers as the construction contractor for its uranium enrichment plant expansion in Piketon, Ohio. Fluor Corporation serves as the engineering, procurement, and construction (EPC) contractor. The project aims to install AC100M centrifuges to restore large-scale domestic uranium enrichment capabilities for low-enriched uranium (LEU) and high-assay, low-enriched uranium (HALEU). Centrus intends to meet a $2.3bn LEU commercial backlog and produce at least 12 tonnes of HALEU annually. Centrifuge manufacturing began in December 2025 at the Oak Ridge, Tennessee facility.
442. https://interestingengineering.com/energy/us-kairos-breaks-ground-hermes-nuclear-reactor - Kairos Power has broken ground on its second small modular reactor, Hermes 2, in Oak Ridge, Tennessee. This fourth-generation reactor will supply 50 MW of carbon-free energy to the Tennessee Valley Authority grid, powering Google data centers in Tennessee and Alabama. Built using modular methods at a site previously housing the Oak Ridge Gaseous Diffusion Plant, the project aims to address historical nuclear construction costs and advance supply chain capabilities.
443. https://skillings.net/ai-energy-nexus-why-hyperscalers-are-becoming-minings-newest-financiers/ - In April 2026, hyperscalers including Amazon, Google, and Microsoft are shifting from virtual power purchase agreements to direct financing of mining and nuclear infrastructure. Driven by AI data center energy demands, these companies are providing equity, off-take guarantees, and capital for Small Modular Reactors (SMRs) and copper projects. This strategy addresses grid bottlenecks and supply chain volatility by funding physical assets directly, effectively acting as venture capitalists for the nuclear renaissance and critical mineral expansion.
444. https://www.nucnet.org/news/europe-opens-state-aid-investigation-into-romania-s-plans-for-cernavoda-1-lifetime-extension-4-2-2026 - In January 2026, the European Commission opened an in-depth investigation into Romania's proposed state aid package for the Cernavoda-1 nuclear reactor. The plan involves a €3.2bn investment by Nuclearelectrica to refurbish the unit and extend its operational life by 30 years until 2057. While the Commission acknowledges the project's necessity for low-carbon electricity, it questions whether the measures, including grants and contracts for difference, comply with EU state aid rules regarding proportionality and risk transfer. The investigation assesses the balance between enabling investment and maintaining market incentives.
445. https://www.fool.co.uk/2026/04/21/up-1164-heres-how-the-rolls-royce-share-price-might-keep-surging/ - Rolls-Royce shares have risen 1,164% over five years, driven by government approval to build three small modular reactors (SMRs) in Anglesey, north Wales. The project aims to provide energy for 3 million homes for 60 years. While the technology remains unproven with only two global examples, Rolls-Royce leverages decades of nuclear expertise from Royal Navy submarines. Analysts note potential competition from other firms, including a Bill Gates-backed American company, but view the UK government deal with Great British Energy and Czechia as a significant positive catalyst for the stock.
446. https://www.prnewswire.com/news-releases/denham-sustainable-infrastructure-executes-strategic-partnership-agreement-with-first-american-nuclear-to-accelerate-power-solutions-for-ai-and-hyperscale-data-centers-302748012.html - Denham Capital and First American Nuclear (FANCO) have announced a strategic partnership to deliver integrated power solutions for AI and hyperscale data centers. The collaboration involves deploying on-site power via Gray Oak Power ahead of FANCO's fast-spectrum small modular reactors (SMRs) reaching operations. This approach addresses the urgent need for immediate power in the US data center market, which is expected to exceed 100 GW by 2028. The partnership aims to mitigate interconnection delays and align with new policy frameworks requiring technology leaders to manage their own energy resources.
447. https://qazinform.com/news/kostanay-may-become-future-site-for-npp-satkaliyev-554b2f - Kostanay is identified as a potential long-term location for nuclear power plant construction in Kazakhstan, possibly within 20 to 30 years. Satkaliyev, head of the relevant agency, noted that while other sites like the Balkhash area and Kurchatov are currently under consideration, Kostanay remains a promising option. This assessment was made during the Akorda event.
448. https://skillings.net/ai-energy-nexus-why-hyperscalers-are-becoming-minings-newest-financiers/ - In April 2026, hyperscalers including Amazon, Google, and Microsoft are shifting from virtual power purchase agreements to direct financing of mining and nuclear infrastructure. Driven by AI data center energy demands, these companies are providing equity, off-take guarantees, and capital for Small Modular Reactors (SMRs) and copper projects. This strategy addresses grid bottlenecks and supply chain volatility by funding physical assets directly, effectively acting as venture capitalists for the nuclear renaissance and critical mineral expansion.
449. https://skillings.net/investor-magnet-3-athabasca-juniors-positioned-for-the-next-uranium-ma-wave/ - The uranium sector is experiencing aggressive consolidation as major producers seek high-grade domestic supply to address supply-demand deficits. In the Athabasca Basin, Saskatchewan, Canada, three junior explorers are identified as primary targets for acquisition: F3 Uranium Corp, Skyharbour Resources, and Cosa Resources Corp. These companies possess district-scale potential and high-grade resources, making them attractive for the next wave of corporate activity expected before Q3 2026.
450. https://techcrunch.com/2026/04/21/blue-energy-raises-380m-to-build-grid-scale-nuclear-reactors-in-shipyards/ - Blue Energy, a startup founded by Jake Jurewicz, has secured $380 million in financing led by VXI Capital to construct a 1.5 gigawatt nuclear reactor in Texas. The company plans to build reactors in shipyards to reduce construction costs and schedules by utilizing a manufacturing environment similar to liquefied natural gas terminal projects. Construction is slated to begin later this year, with the completed reactor transported via barge to the installation site.
451. https://techcrunch.com/2026/04/21/blue-energy-raises-380m-to-build-grid-scale-nuclear-reactors-in-shipyards/ - Blue Energy, a startup founded by Jake Jurewicz, has secured $380 million in financing led by VXI Capital to construct a 1.5 gigawatt nuclear reactor in Texas. The company plans to build reactors in shipyards to reduce construction costs and schedules by utilizing a manufacturing environment similar to liquefied natural gas terminal projects. Construction is slated to begin later this year, with the completed reactor transported via barge to the installation site.
452. https://insideclimatenews.org/news/21042026/maryland-ratepayer-energy-bill-nuclear-subsidy/ - Maryland lawmakers passed the Utility RELIEF Act to address rising utility bills and a $1.5 billion budget shortfall. The bill cuts funding for the EmPOWER Maryland energy efficiency program, raids the Strategic Energy Investment Fund for rebates, and imposes a one-year moratorium on forecasted ratemaking. Crucially, it creates a nonbypassable surcharge to subsidize nuclear projects without independent cost estimates or public accounting. Environmental advocates criticize the lack of transparency, the potential for long-term costs to exceed savings, and the bundling of controversial nuclear provisions into omnibus legislation.
453. https://techcrunch.com/2026/04/21/blue-energy-raises-380m-to-build-grid-scale-nuclear-reactors-in-shipyards/ - Blue Energy, a startup founded by Jake Jurewicz, has secured $380 million in financing led by VXI Capital to construct a 1.5 gigawatt nuclear reactor in Texas. The company plans to build reactors in shipyards to reduce construction costs and schedules by utilizing a manufacturing environment similar to liquefied natural gas terminal projects. Construction is slated to begin later this year, with the completed reactor transported via barge to the installation site.
454. https://www.newswire.com/news/uranium-american-resources-inc-otc-uari-completes-definitive-share-22767282 - * Uranium American Resources, Inc. (UARI) has completed the acquisition of 100% of Jag Minerals Pty Ltd, which holds Jag Minerals US Inc. * The deal includes a US$2.0 million note payable with a 14% PIK interest rate to settle the cash portion of the transaction. * UARI aims to accelerate development of twenty historic high-grade Vanadium/Uranium mine locations in Montrose County, Colorado, and San Juan County, Utah. * The company plans to commence geophysical and permitting work on the State Line Projects in the near term. * Management cites historic uranium spot prices around US$85.00/lb as a market tailwind supporting the acquisition.
455. https://www.chinanews.net/news/279001449/india-nuclear-push-needs-parallel-power-play-to-hit-100-gw-goal-report - An HDFC Mutual Fund report states India requires coordinated progress in uranium mining, fuel reprocessing, heavy engineering, and long-term financing to achieve its 100 GW nuclear capacity target by 2047. The report highlights that India took over two decades to build its current Prototype Fast Breeder Reactor, contrasting with China's five to six-year timeline. To meet the 2047 goal, India must commission 3.5-4 GW of capacity annually, nearly ten times the current pace. Key policy measures include the SHANTI Act (2025), the Nuclear Energy Mission, and proposed amendments to the Atomic Energy Act and Civil Liability for Nuclear Damage Act to strengthen the legal and financial framework for scaling nuclear energy as a strategic pillar for net-zero targets.
456. https://insideclimatenews.org/news/21042026/maryland-ratepayer-energy-bill-nuclear-subsidy/ - Maryland lawmakers passed the Utility RELIEF Act to address rising utility bills and a $1.5 billion budget shortfall. The bill cuts funding for the EmPOWER Maryland energy efficiency program, raids the Strategic Energy Investment Fund for rebates, and imposes a one-year moratorium on forecasted ratemaking. Crucially, it creates a nonbypassable surcharge to subsidize nuclear projects without independent cost estimates or public accounting. Environmental advocates criticize the lack of transparency, the potential for long-term costs to exceed savings, and the bundling of controversial nuclear provisions into omnibus legislation.
457. https://cryptobriefing.com/us-iran-talks-stall-over-uranium-hormuz-access-20b-sanctions-relief/ - Negotiations between the US and Iran have stalled due to disagreements regarding uranium stockpiles, enrichment timelines, and access to the Strait of Hormuz. Iran is demanding over $20 billion in sanctions relief. Market sentiment for an agreement by April 30 stands at 0%, while the enrichment agreement market is at 30%. The ceasefire announcement market remains at 100% with no recent updates. Predictions suggest a radical shift in negotiation positions is unlikely in the next 10 days.
458. https://www.prnewswire.com/news-releases/blue-energy-raises-380m-to-build-worlds-first-project-financeable-nuclear-plant-302747537.html - * Blue Energy announced a $380 million financing round led by VXI Capital to advance its prefabricated nuclear plant development. * The funds will support long-lead equipment procurement, project development, and corporate growth. * The US Nuclear Regulatory Commission approved Blue Energy's innovative construction approach involving phased turbine energization. * Construction on the first project in Texas is expected to begin in Q3 2026. * The company aims to deliver up to 1.5 GW of power to customers including AI datacenters.
459. https://www.chinanews.net/news/279001449/india-nuclear-push-needs-parallel-power-play-to-hit-100-gw-goal-report - An HDFC Mutual Fund report states India requires coordinated progress in uranium mining, fuel reprocessing, heavy engineering, and long-term financing to achieve its 100 GW nuclear capacity target by 2047. The report highlights that India took over two decades to build its current Prototype Fast Breeder Reactor, contrasting with China's five to six-year timeline. To meet the 2047 goal, India must commission 3.5-4 GW of capacity annually, nearly ten times the current pace. Key policy measures include the SHANTI Act (2025), the Nuclear Energy Mission, and proposed amendments to the Atomic Energy Act and Civil Liability for Nuclear Damage Act to strengthen the legal and financial framework for scaling nuclear energy as a strategic pillar for net-zero targets.
460. https://www.prnewswire.com/news-releases/blue-energy-raises-380m-to-build-worlds-first-project-financeable-nuclear-plant-302747537.html - * Blue Energy announced a $380 million financing round led by VXI Capital to advance its prefabricated nuclear power plant development. * The funds will support long-lead equipment procurement, project development, and corporate growth for a Texas project expected to start construction in Q3 2026. * The US Nuclear Regulatory Commission approved Blue Energy's innovative approach to resequencing construction phases, allowing initial turbine energization with natural gas before nuclear conversion. * The company aims to deliver up to 1.5 gigawatts of power to large-scale customers, including AI datacenters, by reducing construction risk and timelines. * Blue Energy's model seeks to attract private capital by making nuclear power competitive with fossil fuels and renewables without relying primarily on taxpayer dollars.
461. https://www.prnewswire.com/news-releases/blue-energy-raises-380m-to-build-worlds-first-project-financeable-nuclear-plant-302747537.html - * Blue Energy announced a $380 million financing round led by VXI Capital with backing from Engine Ventures, At One Ventures, and Tamarack Global. * The funds will support long-lead equipment procurement, project development, and corporate growth for prefabricated nuclear plants. * The US Nuclear Regulatory Commission approved Blue Energy's innovative approach to resequencing construction phases, including initial natural gas turbine energization. * Construction on the first project in Texas is expected to begin in Q3 2026, targeting up to 1.5 GW of power for data centers. * The company aims to reduce construction risk through centralized manufacturing to make nuclear power competitive with fossil fuels and renewables.
462. https://lanouvelletribune.info/2026/04/nucleaire-la-course-aux-armements-fait-trembler-laiea/ - On 20 April, Rafael Grossi, Director General of the International Atomic Energy Agency (IAEA), warned of an escalating global nuclear threat. He cited the expiration of the New START treaty in February 2026, ongoing war in Ukraine, and a new conflict between the US and Israel against Iran. Grossi highlighted fears of a cascade effect, with Poland, South Korea, and Japan debating nuclear acquisition, and North Korea and China expanding capabilities. He called for international consolidation of non-proliferation measures.
463. https://www.tz.de/politik/exklusives-interview-welt-steht-vor-neuem-nuklearem-wettruesten-zr-94271164.html - Rafael Grossi, head of the International Atomic Energy Agency (IAEA), warned that global instability could trigger a nuclear domino effect, potentially leading up to 20 countries to pursue atomic weapons. Grossi described the current situation as a 'very, very fragile position' where nations like Poland, South Korea, and Japan are debating acquiring nuclear arsenals. He stated that any agreement between the US and Iran regarding nuclear restrictions would be an illusion without IAEA verification. The IAEA director also expressed concern over China's steady nuclear growth, North Korea's rapid program expansion, and unresolved nuclear materials in Syria.
464. https://asiatimes.com/2026/04/iran-war-leaves-asian-nations-weighing-their-nuclear-options/ - The war between the US and Israel against Iran is prompting Indo-Pacific nations to reassess their nuclear options. The conflict has disrupted fossil fuel supplies, raising prices and encouraging countries like Japan and ASEAN states to accelerate nuclear energy programs for energy security. Simultaneously, the US military diversion to the Middle East and unilateral actions have eroded trust in the US nuclear umbrella, increasing proliferation pressures on allies like South Korea and Japan as they seek to hedge against rising Chinese influence.
465. https://asiatimes.com/2026/04/iran-war-leaves-asian-nations-weighing-their-nuclear-options/ - The war between the US and Israel against Iran is prompting Indo-Pacific nations to reassess their nuclear options. The conflict has disrupted fossil fuel supplies, raising prices and encouraging countries like Japan and ASEAN states to accelerate nuclear energy programs for energy security. Simultaneously, the US military diversion to the Middle East and unilateral actions have eroded trust in the US nuclear umbrella, increasing proliferation pressures on allies like South Korea and Japan as they seek to hedge against rising Chinese influence.
466. https://www.scmp.com/economy/china-economy/article/3350847/chinas-vast-nuclear-power-sector-now-able-build-50-reactors-time?utm_source=rss_feed - The China Nuclear Energy Association (CNEA) reports that China can now construct up to 50 nuclear reactors at once. With 60 reactors in operation and 36 under construction, China aims to surpass the United States in total installed capacity by 2030. Approved projects will eventually bring capacity to 125GW, with projections of 200GW by 2040.
467. https://www.trend.az/casia/kazakhstan/4177054.html - Kazakhstan is considering building its second nuclear power plant near Lake Balkhash, with three potential sites under review. The facility, named the Moyinkum Nuclear Power Plant, is planned to include two 1,200 MW units. Negotiations are ongoing with international partners, with a Chinese company prioritised as a vendor. This follows a 2024 referendum supporting nuclear energy and a 2025 vote approving the first plant's name.
468. https://www.trend.az/casia/kazakhstan/4177000.html - Almassadam Satkaliyev of Kazakhstan's Atomic Energy Agency and Damdinnyam Gongor of Mongolia's Ministry of Industry and Mineral Resources discussed bilateral cooperation in nuclear energy and the uranium industry. The talks covered geological exploration, uranium mining, processing, infrastructure development, and specialist training. The discussions build on a memorandum signed in October 2024 during President Kassym-Jomart Tokayev's state visit to Mongolia.
469. https://nuclear-news.net/2026/04/21/3-a-regulating-the-regulators-how-the-nuclear-power-industry-steers-the-nuclear-regulatory-commission/ - Critics allege the US nuclear power industry, specifically the Nuclear Energy Institute (NEI), exerts undue influence over the Nuclear Regulatory Commission (NRC). The NEI screens and approves NRC commissioners before presidential nomination, ensuring industry-friendly leadership. Internal audits and staff concerns highlight risks of regulatory capture via informal 'drop-in meetings' and abusive interactions with agency workers. Former and current NRC leadership acknowledge the agency's struggle to maintain objectivity against industry pressure, undermining its public safety mandate.
470. https://www.nucnet.org/news/unit-1-at-china-s-taipingling-nuclear-power-station-begins-commercial-operation-4-2-2026 - China General Nuclear Power (CGN) announced that Unit 1 of the Taipingling nuclear power station in Guangzhou province began commercial operation on 19 April. The 1,116-MW Hualong One reactor, a domestically developed pressurised water reactor, met all commissioning conditions. This marks the first domestic Hualong One unit to operate in the Guangdong-Hong Kong-Macau bay area. The launch addresses rising energy demand driven by the growth of artificial intelligence companies in the region. China aims to increase its nuclear capacity to 200 GW by 2035.
471. https://www.express.co.uk/finance/personalfinance/2196423/rachel-reeves-hikes-tax-new-energy-bills-move - Ministers propose a voluntary scheme for legacy nuclear and renewable generators to move onto fixed-price contracts. The initiative aims to weaken the link between UK electricity costs and surging global gas prices. Contracts will only be offered where they deliver clear value for money. The move is part of a broader strategy to protect consumers from volatile wholesale energy prices driven by geopolitical conflicts.
472. https://powerpeakdigest.com/adani-power-adds-second-nuclear-subsidiary-in-a-week/ - Adani Power Limited incorporated Rawatbhata-Raj Atomic Energy Limited (RRAEL) on April 20, 2026, as a wholly owned step-down subsidiary of Adani Atomic Energy Limited (AAEL). The entity aims to generate, transmit, and distribute nuclear power. This follows the incorporation of Coastal-Maha Atomic Energy Limited (CMAEL) on April 13, 2026, indicating a structured expansion into India's nuclear energy sector.
473. https://www.communicationstoday.co.in/atomic-impact-nuclear-powered-ai-infrastructure-could-be-indias-geopolitical-moat/ - India is leveraging its civilian nuclear programme and small modular reactor roadmap to develop nuclear-powered AI infrastructure. This strategy aims to provide firm, carbon-free baseload power for data centres, reduce energy import dependence, and establish sovereign compute capabilities. The initiative seeks to position India as a trusted third pole for global AI workloads, aligning with net-zero commitments and ambitions in semiconductors and defence AI, while addressing the high electricity demand of AI workloads that renewables alone may not meet.
474. https://www.communicationstoday.co.in/atomic-impact-nuclear-powered-ai-infrastructure-could-be-indias-geopolitical-moat/ - India is leveraging its civilian nuclear programme and small modular reactor roadmap to develop nuclear-powered AI infrastructure. This strategy aims to provide firm, carbon-free baseload power for data centres, reduce energy import dependence, and establish sovereign compute capabilities. The initiative seeks to position India as a trusted third pole for global AI workloads, aligning with net-zero commitments and ambitions in semiconductors and defence AI, while addressing the high electricity demand of AI workloads that renewables alone may not meet.
475. https://energynews.biz/india-advances-small-modular-reactor-program-as-bharat-smr-200-pilot-moves-toward-bidding-phase/?utm_source=rss&utm_medium=rss&utm_campaign=india-advances-small-modular-reactor-program-as-bharat-smr-200-pilot-moves-toward-bidding-phase - The Indian government is preparing to invite bids for the Bharat Small Modular Reactor (BSMR-200) pilot project within the next three to six months. Jointly developed by the Bhabha Atomic Research Centre and Nuclear Power Corporation of India Ltd, the 220 MWe reactor is estimated to cost approximately ₹5,960 crore. This initiative, supported by a ₹20,000 crore allocation under the Nuclear Energy Mission, aims to establish a standardized design for future deployments as part of India's strategy to reach 100 GW of nuclear capacity by 2047. Construction is expected to take between 60 and 72 months following regulatory approvals.
476. https://ontarioconstructionnews.com/bruce-power-saskpower-sign-mou-on-nuclear-development-in-saskatchewan - Bruce Power and SaskPower have signed a memorandum of understanding to share expertise in nuclear generation and project development. The agreement supports Saskatchewan's evaluation of large-scale nuclear power alongside its existing small modular reactor project. Bruce Power will provide lessons from its two decades of operations and the proposed Bruce C project. The collaboration aims to align federal and provincial strategies as the province assesses large reactor technologies to meet growing electricity demand.
477. https://energynews.biz/india-advances-small-modular-reactor-program-as-bharat-smr-200-pilot-moves-toward-bidding-phase/?utm_source=rss&utm_medium=rss&utm_campaign=india-advances-small-modular-reactor-program-as-bharat-smr-200-pilot-moves-toward-bidding-phase - The Indian government is preparing to invite bids for the Bharat Small Modular Reactor (BSMR-200) pilot project within the next three to six months. Jointly developed by the Bhabha Atomic Research Centre and Nuclear Power Corporation of India Ltd, the 220 MWe reactor is estimated to cost approximately ₹5,960 crore. This initiative, supported by a ₹20,000 crore allocation under the Nuclear Energy Mission, aims to establish a standardized design for future deployments as part of India's strategy to reach 100 GW of nuclear capacity by 2047. Construction is expected to take between 60 and 72 months following regulatory approvals.
478. https://energynews.biz/india-advances-small-modular-reactor-program-as-bharat-smr-200-pilot-moves-toward-bidding-phase/?utm_source=rss&utm_medium=rss&utm_campaign=india-advances-small-modular-reactor-program-as-bharat-smr-200-pilot-moves-toward-bidding-phase - The Indian government is preparing to invite bids for the Bharat Small Modular Reactor (BSMR-200) pilot project within the next three to six months. Jointly developed by the Bhabha Atomic Research Centre and Nuclear Power Corporation of India Ltd, the 220 MWe reactor is estimated to cost approximately ₹5,960 crore. This initiative, supported by a ₹20,000 crore allocation under the Nuclear Energy Mission, aims to establish a standardized design for future deployments as part of India's strategy to reach 100 GW of nuclear capacity by 2047. Construction is expected to take between 60 and 72 months following regulatory approvals.
479. https://ontarioconstructionnews.com/bruce-power-saskpower-sign-mou-on-nuclear-development-in-saskatchewan - Bruce Power and SaskPower have signed a memorandum of understanding to share expertise in nuclear generation and project development. The agreement supports Saskatchewan's evaluation of large-scale nuclear power alongside its existing small modular reactor project. Bruce Power will provide lessons from its two decades of operations and the proposed Bruce C project. The collaboration aims to align federal and provincial strategies as the province assesses large reactor technologies to meet growing electricity demand.
480. https://www.theguardian.com/commentisfree/2026/apr/21/labours-green-energy-plan-legacy-nhs-ed-miliband - Polly Toynbee argues that Labour's transition to homegrown clean energy, championed by Ed Miliband, could become a legacy as significant as the NHS. The plan aims to achieve energy independence and security through solar, wind, nuclear, and electric vehicles. Recent data shows renewables now generate nearly 50% of UK electricity, with emissions at their lowest since 1872. Despite political opposition and public concerns over rising bills, the article highlights strong investment in small modular reactors and record EV sales as evidence of the strategy's progress.
481. https://cryptobriefing.com/trump-extracting-iranian-nuclear-material-will-be-difficult-time-consuming/ - Donald Trump stated that extracting Iranian nuclear material is a difficult and time-consuming process. This comment impacts Polymarket prediction markets, with the contract for the US obtaining Iranian enriched uranium by May 31 sitting at 25.7% YES. Market traders are pricing in a slower resolution, with the December 31, 2026 market holding at 56% YES, while the April 22 permanent peace deal market sits at 18.5% YES. The May 31 uranium market trades with moderate liquidity, and a 3-point drop occurred early in the day as traders adjusted to the perceived difficulty of the negotiations.
482. https://japan-forward.com/one-nuclear-reactor-restarted-but-policy-gaps-remain/ - Unit 6 of the Kashiwazaki-Kariwa Nuclear Power Plant in Niigata Prefecture resumed commercial operation, marking the first restart of a Tokyo Electric Power Company reactor since the Fukushima Daiichi accident. The 1.356 million kilowatt advanced boiling water reactor aims to ease electricity shortages and support TEPCO's financial performance and decommissioning efforts. While global nuclear construction has increased since 2011, Japan faces challenges including long safety reviews, rigid regulatory rules, and delays in establishing a domestic nuclear fuel cycle and geological disposal sites for high-level waste.
483. https://www.abendzeitung-muenchen.de/politik/umfrage-mehrheit-sieht-atomausstieg-kritisch-art-1126487 - A survey conducted by YouGov and Sinus-Institut reveals that 53% of Germans believe the 2023 nuclear phaseout was a mistake, with 32% calling it completely wrong. Despite this criticism, only 39% support returning to nuclear power, while 62% favour solar energy. The poll, based on 1,944 respondents between 13 and 16 March, also found low public concern regarding future nuclear accidents and limited preparedness for such events. The findings emerged amidst a coalition debate in Germany regarding the potential reinstatement of nuclear plants.
484. https://kalkinemedia.com/au/stocks/gold/asx-200-gold-stock-surges-on-high-grade-discovery-buzz - Ora Banda Mining Ltd reported exceptional high-grade drilling results at its Waihi Project in Western Australia, boosting investor confidence. The findings strengthen the Golden Pole Lode mineralisation potential and support an updated resource estimate. Proximity to the Davyhurst processing facility enhances operational efficiency. The company plans to incorporate results into near-term development, positioning Waihi as a potential underground mining operation to complement its portfolio and drive long-term growth.
485. https://ca.news.yahoo.com/dumb-machine-promising-clean-energy-230947708.html - Proxima Fusion, a Munich-based company, is developing a stellarator fusion reactor named Alpha. The firm recently secured €400m from the state of Bavaria and is seeking further federal funding. The project aims to create a 'dumb machine' that is easier to control than rival tokamak designs, leveraging Germany's manufacturing expertise. A prototype coil is under construction for testing next year, with a goal to achieve operational status in a third of the time taken by the W7-X stellarator.
486. https://www.zerohedge.com/energy/nuclear-co-plans-new-south-carolina-reactor - The Nuclear Co (TNC) is preparing to propose an AP1000 reactor at one of three potential sites in South Carolina. The startup, which emerged from stealth in 2024, aims to address surging electricity demand driven by AI data centers. Governor Henry McMaster welcomed the move, which is expected to create over 100 jobs and support a targeted 6-gigawatt fleet rollout. South Carolina already generates over half its electricity from nuclear power.
487. https://www.japantimes.co.jp/news/2026/04/21/world/us-iran-talks-grip-hormuz-analysis/ - Gulf states express concern that upcoming U.S.-Iran negotiations in Islamabad may fail to achieve broader de-escalation, instead focusing on uranium enrichment and Iran's leverage over the Strait of Hormuz. Officials fear this approach risks entrenching Iran's control over Middle East energy supplies by managing rather than dismantling its influence, potentially leaving exposed nations outside formal decision-making processes.
488. https://energiesmedia.com/nrc-reviews-ap1000-reactor-design/ - The US Nuclear Regulatory Commission has initiated a review of Westinghouse Electric Company's revised Design Certification Application for the AP1000 reactor. The updated submission incorporates improvements derived from experience gained during the construction and operation of Vogtle Units 3 and 4. The NRC will assess the completeness of the application and evaluate proposed changes, including a request to extend the design certification for an additional 40 years. This process aims to formalize operating experience into the baseline for future projects, potentially reducing regulatory uncertainty and enhancing consistency in nuclear development.
489. https://fortune.com/2026/04/20/iran-war-trump-diplomats-worry48-hours-ceasefire/ - Former US diplomats express deep scepticism regarding the Trump administration's ability to conclude a deal with Iran before a 48-hour ceasefire expires. Special envoys Jared Kushner and Steve Witkoff, alongside Vice President JD Vance, are in Islamabad for final talks. Experts warn the team lacks nuclear technical expertise and that Iran views the envoys as unserious. With significant uranium stockpiles remaining in Iran and tensions high in the Strait of Hormuz, negotiators fear a failure to reach a comprehensive agreement on enrichment halts and material removal.
490. https://www.gurufocus.com/news/8803705/fusion-fuel-htoo-explores-royalty-income-from-huemul-project - On April 20, 2026, Fusion Fuel Green PLC announced its potential to generate royalty income from a 1.0% net smelter return royalty associated with Royal Uranium on the Huemul Project in Mendoza Province, Argentina. The project is significant as it marks Argentina's first operational uranium mine. Fusion Fuel aims to diversify revenue streams through this capital-efficient structure. However, the company faces challenges with a market capitalization of $9.6 million, a GF Score of 32/100, and poor financial strength ratings of 3/10.
491. https://betakit.com/canadian-strategic-missions-corporation-takes-one-small-step-to-support-life-on-the-moon/ - The Canadian Strategic Missions Corporation (CSMC) has secured $1.2 million in federal funding to build manufacturing capacity for its nuclear microreactor, intended for Arctic and lunar use. Additionally, the company won a $400,000 prize from the Canadian Space Agency's Aqualunar Challenge for its LunaPure water purification technology. The funding supports CSMC's transition from prototype to deployable product, aiming to power facilities on the Moon by the end of the decade. The projects are part of Next Generation Manufacturing Canada's Advanced Manufacturing Technology Program.
492. https://www.spectator.com.au/2026/04/australias-energy-problem-isnt-resources-its-strategy/ - Dr Thomas J. Ulahannan argues that Australia's energy vulnerability stems from strategic mismanagement rather than a lack of resources. Despite holding significant uranium, gas, and renewable potential, the nation exports these inputs without integrating them into a domestic system capable of withstanding geopolitical stress. The author contends that treating energy solely as a market issue leaves the country exposed, urging a shift towards a sovereign framework prioritising resilience and continuity over mere efficiency.
493. https://www.spectator.com.au/2026/04/australias-energy-problem-isnt-resources-its-strategy/ - Dr Thomas J. Ulahannan argues that Australia's energy vulnerability stems from strategic mismanagement rather than a lack of resources. Despite holding significant uranium, gas, and renewable potential, the nation exports these inputs without integrating them into a domestic system capable of withstanding geopolitical stress. The author contends that treating energy solely as a market issue leaves the country exposed, urging a shift towards a sovereign framework prioritising resilience and continuity over mere efficiency.
494. https://climatechangedispatch.com/dome-facility-idaho-mini-nuclear-reactors-testing/ - The US Department of Energy and Idaho National Laboratory have opened the DOME test facility in Idaho to enable real-world testing of mini nuclear reactors. This infrastructure aims to accelerate regulatory approvals by providing necessary performance and safety data, addressing previous delays caused by a lack of empirical evidence. The facility, which repurposes an existing reactor dome, will host trials such as Radiant's upcoming one-year test run. Officials state this initiative is a strategic step to restore US leadership in advanced core technologies and bring microreactors to market more quickly.
495. https://nuz.uz/2026/04/20/glava-rosatoma-predstavil-peredovye-resheniya-na-vystavke-innoprom-czentralnaya-aziya/ - On 20 April 2026, Rosatom head Alexei Likhachev presented advanced nuclear and electromobility solutions at the sixth International Industrial Exhibition 'Innoprom. Central Asia' in Tashkent, Uzbekistan. The exhibition featured a model of an integrated nuclear station based on RITM-200N and VVER-1000 reactors, alongside electromobility technologies. A supplementary agreement signed on 24 March 2026 between Rosatom and Uzatom formalised the construction of this integrated station in Uzbekistan, which will include small and large power units. The project aims to cover up to 14% of the country's energy consumption and includes the 'Atomgrad' development concept.
496. https://climatechangedispatch.com/dome-facility-idaho-mini-nuclear-reactors-testing/ - The US Department of Energy and Idaho National Laboratory have opened the DOME test facility in Idaho to enable real-world testing of mini nuclear reactors. This infrastructure aims to accelerate regulatory approvals by providing necessary performance and safety data, addressing previous delays caused by a lack of empirical evidence. The facility, which repurposes an existing reactor dome, will host trials such as Radiant's upcoming one-year test run. Officials state this initiative is a strategic step to restore US leadership in advanced core technologies and bring microreactors to market more quickly.
497. https://www.themoscowtimes.com/2026/04/20/russia-says-it-can-take-irans-enriched-uranium-will-that-happen-a92547 - Kremlin spokesman Dmitry Peskov stated that Russia's proposal to transport and store Iran's highly enriched uranium is not currently on the negotiating table, citing a lack of US interest. While US President Donald Trump expressed willingness to recover the material, experts note Russia's technical capacity and historical cooperation with Tehran could make the deal viable. The offer remains unaccepted as the US and Iran approach a fragile ceasefire.
498. https://climatechangedispatch.com/dome-facility-idaho-mini-nuclear-reactors-testing/ - The US Department of Energy and Idaho National Laboratory have opened the DOME test facility in Idaho to enable real-world testing of mini nuclear reactors. This infrastructure aims to accelerate regulatory approvals by providing necessary performance and safety data, addressing previous delays caused by a lack of empirical evidence. The facility, which repurposes an existing reactor dome, will host trials such as Radiant's upcoming one-year test run. Officials state this initiative is a strategic step to restore US leadership in advanced core technologies and bring microreactors to market more quickly.
499. https://www.rt.com/news/638774-iran-enriched-uranium-stockpile/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - Russia has proposed hosting Iran's enriched uranium stockpile to defuse the Middle East crisis, an offer reportedly accepted by Tehran but firmly rejected by Washington. While the US maintains that Iran's nuclear facilities were obliterated in June 2025 strikes, the IAEA admits a knowledge gap regarding the stockpile's location. Iranian officials refuse to surrender the material, while Russia's Rosatom states it is ready to assist in removal. Negotiations between the US and Iran remain deadlocked.
500. https://www.rt.com/news/638774-iran-enriched-uranium-stockpile/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - Russia has proposed hosting Iran's enriched uranium stockpile to defuse the Middle East crisis, an offer reportedly accepted by Tehran but firmly rejected by Washington. While the US maintains that Iran's nuclear facilities were obliterated in June 2025 strikes, the IAEA admits a knowledge gap regarding the stockpile's location. Iranian officials refuse to surrender the material, while Russia's Rosatom states it is ready to assist in removal. Negotiations between the US and Iran remain deadlocked.