Nuclear Pulse — September 6, 2026
Nuclear Pulse — September 6, 2026
Covering: August 30 – September 6, 2026 | Published: September 6, 2026
Summary
The week’s defining signal is diplomatic rather than technological: the IAEA brokered a localized ceasefire around the occupied Zaporizhzhia nuclear power plant so that external power lines can be repaired, ending a multi-week stretch during which the facility ran almost entirely on emergency diesel and triggered the most serious safety warnings since the open-conflict phase began (1), (2), (3), (4). On the civilian side, the United States, Japan, and South Korea signed a formal SMR cooperation agreement in a move that effectively creates a three-country counterweight to the China-Russia reactor-export duopoly and ties the Japanese and Korean supply chains to the US large-reactor and SMR design base (5), (6), (7). China’s State Power Investment Corporation reported a seawater-uranium extraction rate roughly eight times the US Department of Energy target, the most consequential fuel-cycle data point of the year, and one that reframes the long-run supply question for any country with a coastline (8), (9). Sweden moved closer to its first new-build in decades with a Studsvik-GE Vernova Hitachi-Samsung consortium targeting four BWRX-300s (10), (11). Tennessee issued what it called the nation’s first commercial nuclear-fusion licence, a regulatory first that crosses the line from research licensing into pre-commercial deployment (12). The Energy Information Administration confirmed US uranium concentrate production hit 2.1 million pounds in 2025, the highest annual output since 2017 and roughly triple the 2024 figure (13), (14). Uranium spot prices pushed past ninety dollars per pound on thin volume (15), (16).
Geopolitical and Strategic Analysis
The Zaporizhzhia ceasefire is the first concrete military-diplomatic outcome tied specifically to a nuclear safety concern since the war began (1), (2), (3), (4). Reporting from Reuters, the IAEA, Anadolu Agency, and Ukrainian outlets converged on a structure in which a narrowly bounded halt in fighting allows technicians to restore at least one off-site power line, the loss of which had forced sustained reliance on emergency diesel generators, a configuration that the plant’s own pre-war safety case treated as hours, not weeks. The diplomatic architecture here matters more than the engineering: the IAEA brokered the terms, the parties accepted a window narrow enough to be militarily tolerable, and the technical work was scoped to a specific infrastructure repair. That sequence is now an exportable template, and any future incident involving a nuclear facility in a contested area will be measured against it.
The US-Japan-South Korea SMR agreement is the second piece of architecture (5), (6), (7). Reporting on the agreement identified it as a trilateral framework rather than a bilateral arrangement, with the explicit purpose of coordinating SMR deployment, supply chains, and export financing across the three countries. Read against last week’s broader reporting on America’s SMR industrial push, the agreement amounts to a tacit acknowledgement that the US cannot meet domestic and allied SMR demand from its current designer base alone, and that the most efficient way to expand capacity is to fold the Japanese and Korean fabrication and shipbuilding clusters into the Western SMR ecosystem. Westinghouse’s Japan investment and competitor positioning, documented separately this week, sit inside the same logic (17). Studsvik’s Swedish consortium parallels it in miniature, showing that mid-sized European utilities can finance and deploy GE Hitachi BWRX-300s through national-industry consortia (10), (11). The pattern across the three agreements is consistent: state-coordinated consortia, multi-decided timelines, and explicit export ambitions.
China’s seawater-uranium result is the third piece (8), (9). The reported eight-fold improvement over the US Department of Energy’s published target is significant because the ocean contains roughly four billion tons of dissolved uranium, orders of magnitude more than all terrestrial reserves combined. Even a small fraction of the theoretical extraction yield, applied at industrial scale, would render terrestrial mining economics a secondary concern. The political dimension matters too: the announcement comes at a moment when the US is leaning into domestic uranium production and HALEU supply chain build-out, and when allied uranium-import financing has become a regular feature of bilateral nuclear cooperation announcements. China’s reported rate sets a target that the US program will now be measured against, and the comparison will appear in congressional testimony and trade-press coverage well before the next budget cycle.
The domestic US picture this week is structurally consistent with last week’s Army Janus microreactor awards, but the state-level activity has shifted into a new gear. Iowa’s Nuclear Energy Task Force delivered its final report with ten recommendations covering new-build enabling legislation, workforce, siting, and fuel cycle (18), (19), (20), (21), (22). New York’s governor announced a major nuclear expansion bet, Arizona utilities began scouting sites for an additional four thousand megawatts by 2033, and Utah reported progress on a long-running state-led program (23), (24), (25). At the federal level, the Energy Department opened a new launch-pad facility that supports reactor and fuel projects with streamlined siting (26). The most consequential state-level move was New Mexico’s ban on uranium leasing on state lands, a countervailing signal that will reshape where junior miners in the Colorado Plateau can advance projects in the near term (27).
Regional Developments
North America
The most consequential state-level energy report of the week came from Iowa, where Governor Reynolds released the final Iowa Nuclear Energy Task Force report, a ten-recommendation roadmap covering legislation, siting, workforce, and fuel-cycle participation (18), (19), (20), (21), (22). New York announced what local outlets framed as a major bet on nuclear energy, with details to be specified in the coming weeks (23). Arizona utilities began scouting sites for additional nuclear capacity with a state-projected four-thousand-megawatt gap by 2033, according to Business Journals reporting (24). Utah reported progress on its state-led nuclear program, with the Salt Lake Tribune describing one early piece falling into place (25). At the federal level, the Energy Department’s new launch-pad facility now supports reactor and fuel projects with streamlined siting, a procedural change that materially shortens the early-stage development timeline for advanced-reactor companies (26). On the supply side, the Energy Information Administration confirmed US uranium concentrate production reached 2.1 million pounds in 2025, the highest output since 2017 and roughly triple the 2024 figure, a data point reinforced by Industrial Info Resources and Energies Media (13), (14), (28). New Mexico banned uranium leasing on state lands, a move that affects junior-miner permitting on the Colorado Plateau and was reported by Inside Climate News and High Country News (27), (29). On the equity side, uranium-producer stocks sold off despite the production-tribling news, an OilPrice.com analysis attributed to profit-taking after a multi-month run (30). Tennessee issued what it called the nation’s first commercial nuclear-fusion licence, a regulatory first reported by the Chattanooga Times Free Press that crosses from research licensing into pre-commercial deployment (12). NANO Nuclear signed a memorandum of understanding with Enveniam to advance fuel-cycle and microreactor deployment work, and separately advanced engineering collaboration with Howden on its KRONOS MMR primary helium circulator (31), (32), (33). NANO Nuclear’s helium-circulator work with Howden was separately reported by GasWorld (34). A Nuclear Newswire survey documented microreactor enabling legislation, executive orders, and permitting simplifications across more than a dozen US states (35).
Europe
Sweden moved closer to its first new-build in decades as Studsvik announced a partnership with GE Vernova Hitachi Nuclear Energy, GE Vernova Financial Services, DS Investment Partners, and Samsung C&T to deploy four BWRX-300s, a configuration that targets roughly 1.2 GW of new capacity (10), (11), (36). Interesting Engineering reported on the same project with additional technical detail (37). Hungary moved to update its climate law as the Paks II expansion ramps up, a regulatory adjustment that closes a gap between the country’s pre-existing energy policy and its current nuclear build-out (38). Finland completed an IAEA-led review of its nuclear-emergency readiness, the latest in a series of peer reviews the agency has run across European operators (39). Rosatom confirmed it is evaluating a Murmansk site focused on floating nuclear power-plant construction, a development that adds a second floating-reactor geography to the maritime-nuclear conversation after last week’s Newcleo UK consortium (40). Politico Europe ran a long-form piece on how climate change threatens Europe’s nuclear renaissance, with cooling-water and grid-stress framings that complicate the deployment thesis in southern member states (41). Estonia’s Fortum New Nuclear SPV CEO Laurent Leveugle gave a public interview describing the requirements for new nuclear in Sweden, an unusual level of operator-side transparency on project economics (42).
Asia
China’s State Power Investment Corporation reported a seawater-uranium extraction rate roughly eight times the US Department of Energy target, the data point covered earlier in this issue, with detailed confirmation from South China Morning Post and Asia Plus (8), (9), (43). China’s first Hualong-One with cooling towers began construction in Shandong Province, a design variant that broadens siting options in hotter and more water-constrained regions (44). Turkey reported hopes to produce nuclear power at its first reactor by the end of the year, a target that depends on completion of Akkuyu commissioning (45). Malaysia laid the groundwork for nuclear inclusion in its energy mix, a long-anticipated policy step reported by the state news agency BernamaBiz (46). The Philippines’ House through Representative Tinio publicly warned against rushing a nuclear-power shift, a domestic political signal that even in countries with active policy debates the conversion to nuclear remains contested (47). India announced a new chapter in its nuclear journey with coverage from the government’s Press Information Bureau emphasizing domestic capacity additions and thorium-cycle research (48), (49). India’s negotiations with Uzbekistan on a long-term uranium supply agreement advanced, with energynews.pro reporting the deal was nearing signature (50).
Middle East and Africa
An IAEA-brokered ceasefire took effect around the Zaporizhzhia nuclear power plant to allow repairs to external power lines, the central geopolitical story of the week (1), (2), (3), (4). The IAEA Director General issued Update 365 on the situation in Ukraine (51). Energoatom separately stated that nuclear safety at the plant is being systematically destroyed, a sharper framing than the IAEA’s measured updates (52), (53), (54). On the US-Saudi track, Washington’s proposed civilian nuclear cooperation agreement was sent to Congress for review, opening a ninety-day legislative window, with Washington Examiner reporting that the deal needs improvement and Modern Diplomacy analyzing the Middle East strategic implications (55), (56), (57). The US-Saudi framework reportedly permits uranium enrichment up to twenty percent, a non-proliferation point of contention flagged by the Saudi Daily and AzerNews (58), (59). The IAEA reported regular vehicle traffic at the Isfahan uranium storage site, and the agency’s director general publicly noted that the status of Iran’s nuclear program is unclear (60), (61). Iran’s nuclear-program ambiguity, already a regional concern, is now layered on top of a more visible Saudi enrichment pathway, a configuration that increases the pressure on the non-proliferation architecture across the Gulf. On the African side, Prodigy signed an agreement with Canadian Indigenous communities on transportable nuclear power, a business model that may export to remote-mine and off-grid African sites (62).
Technology and Innovation
The most consequential technology event of the week is the reported seawater-uranium extraction rate from China’s SPIC, a fuel-cycle result rather than a reactor result, but one with reactor consequences (8), (9), (43). The technical specifics matter: published extraction rates from terrestrial ore are measured in kilograms per ton of ore, while seawater concentrations are measured in parts per billion, so any order-of-magnitude improvement at the extraction stage is, in industry terms, a multi-order-of-magnitude improvement in effective resource availability. The US Department of Energy target the Chinese team claims to exceed is itself aggressive, so a confirmed eight-fold margin over the DOE number resets the strategic conversation about long-run fuel supply. The downstream effect will show up first in trade-press coverage and congressional testimony, then in actual procurement and contracting behavior over the next twelve to eighteen months.
On the SMR and advanced-reactor side, the week’s news is incremental but uniformly positive. Studsvik’s four-unit BWRX-300 program in Sweden will pull GE Hitachi’s BWRX-300 deeper into the European market, where it now has visible deployment pathways in Sweden, Canada, the United Kingdom, and the Czech Republic (10), (11), (36), (37). The Westinghouse Japan investment and competitor positioning reported by Nuclear Newswire parallels the trilateral SMR agreement, with separate implications for the AP1000 supply chain (17). NANO Nuclear’s two memoranda of understanding this week, with Enveniam on fuel-cycle work and with Howden on the KRONOS MMR primary helium circulator, show a company deliberately building out the engineering stack one subsystem at a time (31), (32), (33), (34). The Standard Nuclear presenting partnership with University of Tennessee athletics, while marketing rather than technical, reflects the broader pattern of advanced-reactor firms building regional visibility in nuclear-host communities (63). Clean Core’s fuel test completed at Idaho National Laboratory’s Advanced Test Reactor, a milestone for the company’s ANEEL accident-tolerant fuel development (64). On the licensing side, POWER Magazine published a piece titled “Modern Regulation for a New Nuclear Era” describing the current NRC Part 20 and Part 53 streamlining initiatives and their implications for advanced-reactor applicants (65).
The floating and maritime nuclear category continues to consolidate. Rosatom’s Murmansk floating-plant site evaluation adds a Russian Arctic deployment path to the UK Newcleo consortium, the Long Beach California barge reception (reported last month), and the broader Lloyd’s market coverage now available for floating installations (40). The trans-Atlantic nuclear-powered cargo-ship project, documented by World Nuclear News, extends the maritime thesis into commercial shipping, where nuclear propulsion’s fuel-density advantage matters most on routes that are too long for current battery or bunker-fuel economics to cover cleanly (66).
Fusion Research
Tennessee issued what local outlets called the nation’s first commercial nuclear-fusion licence, a regulatory first that crosses from research licensing into pre-commercial deployment (12). The licensing move matters because fusion regulation has, until now, been treated by the Nuclear Regulatory Commission and by state public-utility commissions as a research activity, not a regulated utility service. A commercial fusion licence forces a defined framework for rate recovery, siting, environmental review, and decommissioning funding, which is to say it forces the financial and procedural machinery that surrounds a regulated nuclear asset into place. The next twelve to twenty-four months will tell whether other states follow.
Realta Fusion signed a strategic partnership with Wisconsin utility Madison Gas and Electric to explore the development of a 200 MW fusion plant, a utility-side commitment that ties the developer to a specific offtake geography and a specific balance-sheet counterparty (67). World Nuclear News published a feature on fusion’s lessons from fission as commercial deployments approach, a synthesis piece aimed at the operator and regulator audience that has to internalize the deployment question (68). On the international side, Asia Plus ran the South China Morning Post’s piece noting that China has now surpassed the US in developing a seawater-uranium extraction method, a comparison that fuses the fusion fuel-cycle question with the broader strategic-nuclear question even though the two technologies are not directly related (43).
Market and Economic Intelligence
Uranium spot prices pushed past ninety dollars per pound this week on thin volume, with Energy Intelligence reporting a breach of the ninety-dollar level despite limited trading (15), (16). The price action extends a multi-month run that began with utility restocking ahead of winter delivery and accelerated after the Energy Information Administration’s confirmation that 2025 US production hit 2.1 million pounds (13). The Investing News Network’s long-form analysis of the utility-side supply picture, separately syndicated by PR Newswire, frames the structural issue as a multi-billion-pound forward-delivery gap that the current production base, even at the tripled 2025 level, cannot close (69), (70). The production data is a positive supply signal; the long-term contracting data is a multi-year positive demand signal. The market is currently pricing the demand signal more aggressively than the supply response.
The production-tribling news pulled uranium-producer equities down rather than up, an OilPrice.com analysis attributed to profit-taking after a multi-month run and to investor scepticism that the production response is durable (30). The structural counter-argument, repeated across analyst notes this week, is that the production data point is single-year and largely the result of in-situ leach restarts in Wyoming rather than greenfield development, which means the supply elasticity implied by the equity rally is overstated. On the developer side, Saskatchewan-based uranium explorer filed NI 43-101 reports ahead of a planned Nasdaq listing, a junior-miner capital-markets signal that the public-equity route is reopening for Athabasca Basin projects (71). Americas Uranium agreed to acquire a New Mexico uranium project with a historical estimate of 1.02 million pounds, a small transaction but a useful indicator of where junior capital is being deployed in the current price environment (72). On the documentary side, enCore Energy Corp. was featured in “The Nuclear Option” documentary series and a separate Texas uranium plant film documented the race for nuclear fuel at the milling stage (73), (74).
The US-Saudi enrichment framework introduces a non-proliferation premium into uranium market pricing for the first time in years (58), (59). Even if the US-Saudi framework does not result in immediate Saudi-built enrichment capacity, it changes the political risk premium attached to Gulf-state enrichment decisions, and that risk premium is most cleanly expressed in the term structure of long-term uranium contracts rather than in spot pricing. Project finance and insurance markets are now re-pricing Gulf-origin nuclear exposure, a process that will be visible in term sheets before it shows up in trade-press coverage.
Sources
- Reuters, “Brokered ceasefire takes effect for repairs at Zaporizhzhia nuclear plant” (September 5, 2026)
- Anadolu Agency, “IAEA-brokered ceasefire takes effect for power line repairs at Zaporizhzhia nuclear plant” (September 5, 2026)
- bastillepost.com, “IAEA announces localized ceasefire around Zaporizhzhia Nuclear Power Plant for repairs” (September 6, 2026)
- IAEA, “Update 365: IAEA Director General Statement on Situation in Ukraine” (September 5, 2026)
- UA.NEWS, “The US, Japan and South Korea sign agreement on SMR cooperation” (September 5, 2026)
- OilPrice.com, “Japan, South Korea and the U.S. Forge a New Nuclear Alliance” (September 5, 2026)
- Energy Intelligence, “US-Japan-South Korea Trilateral SMR Cooperation Agreement” (September 2026)
- Interesting Engineering, “China claims to extract uranium from seawater at 8 times US target rate” (September 5, 2026)
- South China Morning Post, “Chinese team extracts uranium from seawater at 8 times the US target rate” (September 4, 2026)
- ANS Nuclear Newswire, “Studsvik announces partnership to deploy four BWRX-300s in Sweden” (September 4, 2026)
- NucNet, “Studsvik Signs Agreement On Development Of Four SMR Nuclear Plants In Sweden” (September 4, 2026)
- Chattanooga Times Free Press, “Tennessee issues nation’s first license for commercial nuclear fusion” (September 5, 2026)
- US Energy Information Administration, “U.S. uranium production more than tripled in 2025 and was the highest since 2017” (September 3, 2026)
- Energies Media, “U.S. uranium concentrate production reached 2.1 million pounds in 2025, the highest output since 2017” (September 3, 2026)
- Energy Intelligence, “Uranium Spot Price Breaches $90/lb. Despite Thin Activity” (September 2026)
- TradingEconomics, “Uranium Price Data” (September 2026)
- ANS Nuclear Newswire, “Westinghouse updates: Japan investment, competitors, and a new report” (September 4, 2026)
- Business Record, “Iowa’s energy demand entering new growth phase, says nuclear task force report” (September 4, 2026)
- The Des Moines Register, “Here are 10 ways Iowa’s nuclear energy panel recommends boosting growth” (September 4, 2026)
- The Gazette, “Iowa nuclear energy task force lays out roadmap for new reactors” (September 3, 2026)
- Storm Lake Radio, “Iowa Nuclear Energy Task Force releases recommendations” (September 4, 2026)
- Radio Iowa, “Iowa Nuclear Energy Task Force releases recommendations” (September 4, 2026)
- Canary Media, “New York’s big new bet on nuclear energy” (September 3, 2026)
- The Business Journals, “Arizona utilities scout new nuclear sites as state projects 4,000 megawatts needed by 2033” (September 4, 2026)
- The Salt Lake Tribune, “Utah’s ambitious nuclear revolution trudges forward as an early piece falls into place” (September 5, 2026)
- World Nuclear News, “US launch pad supports reactor and fuel projects” (September 2026)
- Inside Climate News, “New Mexico Bans Uranium Leasing on State Lands” (September 4, 2026)
- Industrial Info Resources, “Nuclear Power Push Triples U.S. Uranium Production in 2025, Says EIA” (September 3, 2026)
- High Country News, “Nuclear power drive boosts southwestern uranium mills and tribal health concerns” (September 3, 2026)
- OilPrice.com, “Why Uranium Stocks Are Falling as U.S. Production Triples” (September 3, 2026)
- GlobeNewswire, “NANO Nuclear Energy and Enveniam Sign Memorandum of Understanding” (September 4, 2026)
- Newsfile Corp., “NANO Nuclear and Howden, a Baker Hughes Business, Advance Engineering Collaboration for the KRONOS MMR Primary Helium Circulator” (September 3, 2026)
- MarketScreener, “NANO Nuclear Energy and Enveniam Sign Memorandum of Understanding” (September 4, 2026)
- GasWorld, “Nano Nuclear Energy and Howden work on helium circulator nuclear design” (September 4, 2026)
- ANS Nuclear Newswire, “State news: Microreactors, legislation, executive orders, and more” (September 5, 2026)
- Interesting Engineering, “Four BWRX-300 small reactors target 1.2 GW of nuclear power by the mid-2030s” (September 3, 2026)
- World Nuclear News, “Consortium formed for Swedish SMR project” (September 3, 2026)
- World Nuclear News, “Hungary plans new climate law as Paks ramps up” (September 2026)
- World Nuclear News, “Finland’s readiness for nuclear emergencies assessed by IAEA” (September 4, 2026)
- World Nuclear News, “Rosatom considers Murmansk site focused on floating power plant construction” (September 2, 2026)
- Politico Europe, “How climate change threatens Europe’s nuclear renaissance” (September 1, 2026)
- Energy Intelligence, “CEO of Fortum’s New Swedish Nuclear SPV Talks Requirements for Newbuild” (September 2, 2026)
- Asia Plus, “China Surpasses US in Developing Method for Extracting Uranium from Seawater” (September 5, 2026)
- Global Times, “China’s first Hualong-One nuclear power station fitted with cooling towers starts construction in Shandong Province” (September 6, 2026)
- Breakingthenews.net, “Turkey hopes to produce nuclear power by year end” (September 6, 2026)
- BernamaBiz, “Getting Nuclear Power Into Energy Mix Inevitable, Malaysia Lays The Groundwork” (September 6, 2026)
- Politiko.com.ph, “Tinio warns against rushing nuclear power shift” (September 6, 2026)
- PIB India, “A New Chapter in India’s Nuclear Journey” (September 5, 2026)
- Rediff, “Thorium Key To India’s Nuclear Future” (September 3, 2026)
- Energy News Pro, “India and Uzbekistan Near Long-Term Uranium Supply Agreement” (September 2, 2026)
- IAEA, “Update 365: IAEA Director General Statement on Situation in Ukraine” (September 5, 2026)
- LIGA.net, “Energoatom reported a critical safety situation at the occupied Zaporizhzhia Nuclear Power Plant” (September 5, 2026)
- UNN, “Energoatom stated that nuclear safety at the Zaporizhzhia Nuclear Power Plant is being systematically destroyed” (September 5, 2026)
- The Guardian (referenced via Reuters/Anadolu coverage above), “Ukraine war briefing: Nuclear plant has lost power” (August 30, 2026, referenced context for September 5 ceasefire)
- Washington Examiner, “The US-Saudi nuclear deal needs improvement” (September 6, 2026)
- Modern Diplomacy, “Can a US-Saudi Nuclear Deal Reshape the Middle East Without Israeli Normalization?” (September 6, 2026)
- NucNet, “US-Saudi Civilian Nuclear Cooperation Agreement Reaches Congressional Stage” (September 2026)
- Saudi Daily (English edition), “U.S.-Saudi Nuclear Deal Opens Path to 20% Uranium Enrichment” (September 3, 2026)
- AzerNews, “US-Saudi Arabia deal allows uranium enrichment” (September 3, 2026)
- IranWire, “IAEA: Regular Vehicle Traffic Observed at Isfahan Uranium Storage Site” (September 3, 2026)
- New York Times, “Status of Iran’s Nuclear Program Is Unclear, U.N. Watchdog Says” (September 2, 2026)
- NucNet, “Prodigy Signs Agreement For Transportable Nuclear Power Plant With Canadian Indigenous Communities” (September 2, 2026)
- University of Tennessee Athletics, “Standard Nuclear Presenting Partner For Salute To Service Games” (September 3, 2026)
- ANS Nuclear Newswire, “Clean Core’s fuel test complete at INL’s ATR” (September 4, 2026)
- POWER Magazine, “Modern Regulation for a New Nuclear Era” (September 3, 2026)
- World Nuclear News, “Project to consider trans-Atlantic nuclear-powered cargo ships” (September 3, 2026)
- ANS Nuclear Newswire / Energy Intelligence, “Realta Fusion’s utility partnership boosts fusion energy in Wisconsin” (September 3, 2026)
- World Nuclear News, “Fusion’s lessons from fission as commercial deployments approach” (September 2026)
- Investing News Network, “Utilities Are Short Billions of Pounds of Uranium They Haven’t Bought Yet, and the Math Is Getting Harder Every Year” (September 4, 2026)
- PR Newswire, “Utilities Are Short Billions of Pounds of Uranium They Haven’t Bought Yet” (September 3, 2026)
- Streetwise Reports, “Saskatchewan Uranium Explorer Files NI 43-101 Reports Ahead of Nasdaq Plans” (September 5, 2026)
- Stock Titan, “A New Mexico uranium project has a historical estimate of 1.02M pounds. Americas Uranium has agreed to acquire it.” (September 2, 2026)
- PR Newswire, “enCore Energy Corp. Featured in ‘The Nuclear Option’ Documentary Series” (September 3, 2026)
- Stock Titan, “A documentary explores the race for nuclear fuel at a Texas uranium plant” (September 3, 2026)
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