• Nuclear Pulse — September 27, 2026
  • Summary
  • Geopolitical and Strategic Analysis
  • Regional Developments
    • North America
    • Europe
    • Asia
    • Middle East and Africa
  • Technology and Innovation
  • Fusion Research
  • Market and Economic Intelligence
  • Sources

§Nuclear Pulse — September 27, 2026

Covering: September 20 – September 27, 2026 | Published: September 27, 2026

§Summary

Italy’s Senate approved Prime Minister Giorgia Meloni’s bill to return the country to nuclear power by 81 votes to 51 with seven abstentions on September 23, four decades after the 1987 referendum that closed its plants, and Nuward, Edison, Ansaldo and Maire used the same day to commit to a first Italian small modular reactor by 2035 (1), (2), (3). US intelligence told Congress that Saudi Arabia has not ruled out developing nuclear weapons, five days after Riyadh announced 110 million tonnes of uranium-bearing ore at Jabal Sayid, prompting Senators Ed Markey and Jeff Merkley to lead colleagues in demanding that the administration abandon the pending 123 agreement’s enrichment provisions (4), (5), (6). The Westinghouse-Bechtel consortium and Polskie Elektrownie Jądrowe agreed the main commercial and legal terms of the engineering, procurement and construction contract for Poland’s first nuclear power plant, three AP1000 units totalling 3,750 megawatts, with negotiations to conclude by year-end, while TerraPower moved to rebid the Natrium contract after Bechtel’s withdrawal from the Kemmerer project (7), (8), (9). Kairos Power accepted up to $100 million from Samsung C&T for its Hermes 2 demonstration reactor in Oak Ridge while Google agreed to fund 96 megawatts of extended power uprates at Georgia Power’s Vogtle and Hatch plants, tying data-centre demand directly to the output of reactors already running (10), (11), (12). Uranium spot traded at $89.50 per pound on September 25, flat against the previous week’s $89.70 print and 8.48 percent above a year ago, the long-term indicator stood at $96.50 per pound, and Holtec paused fuel loading at Palisades after a fuel assembly handling mishap that the Nuclear Regulatory Commission is reviewing (13), (14), (15).

§Geopolitical and Strategic Analysis

The week’s most consequential disclosure came from the American intelligence community rather than from any reactor programme (4), (5). A US assessment delivered to Congress concluded that Saudi Arabia has not ruled out developing nuclear weapons, a judgment reported by The Washington Post and The New York Times on September 25 and carried across Israeli, Gulf and Indian outlets within a day. Read against the July civil nuclear cooperation agreement and the Joint Resolution of Disapproval filed by four Democratic representatives on September 16, the assessment narrows the space in which the administration can argue that an enrichment-capable Saudi programme serves American interests. The Senate letter led by Markey and Merkley pressed the same objection from the other chamber, arguing that a framework permitting enrichment on Saudi soil would make the United States a party to proliferation rather than a brake on it (6). The strategic problem is not the ore announcement, which describes raw material rather than recoverable uranium, but the sequencing. Riyadh now pairs a domestic resource narrative with an enrichment study and a weapons option it declines to foreclose, while Washington runs a war partly justified by Tehran’s enrichment.

Iran answered on the same week (18), (19), (20), (21). President Masoud Pezeshkian told the United Nations General Assembly on September 23 that Iran seeks nuclear energy and not a bomb, that it will not accept limits on civilian enrichment, and that it will not bow to what he called the language of force, remarks delivered while the American delegation left the chamber. Within two days the position had softened at the edges: Pezeshkian told Fox News that Tehran is willing to dilute its 60 percent stockpile and submit to international inspections, and Haaretz reported a seven-day Iranian plan to reopen the Strait of Hormuz that nonetheless rules out nuclear concessions. Rafael Grossi said inspections could resume quickly if a political opening appears, which places the technical machinery on standby behind a political decision (18). A reported Russian document describing multi-year cooperation across Iranian finance, nuclear and aviation sectors, published by Fox News on September 20, adds a second-order problem: any monitoring arrangement in Iran now runs through a partner that is itself under sanctions (22).

The IAEA’s seventieth General Conference closed in Vienna with the institutional layer settled (17). More than 3,600 participants registered, including representatives of 160 of the agency’s 181 member states and 78 ministers, and the conference elected Angola, Brazil, Greece, Honduras, Kuwait, Malaysia, Mexico, New Zealand, Nigeria, Slovakia and Sweden to the 35-member Board of Governors for 2026 and 2027. The United Kingdom and the Cook Islands deposited legal instruments at the annual treaty event, with the UK ratifying the amendment to the Convention on Supplementary Compensation for Nuclear Damage. Separately, the agency signed a partnership agreement with the Inter-American Development Bank covering nuclear energy for development, its first such framework with a regional development bank (78). The substantive output of the conference, the sixth consecutive upward revision of capacity projections and the Uranium 2026 resource assessment, was reported last week; what this week adds is a governing board weighted toward countries entering or expanding nuclear programmes, and a multilateral financing channel opening alongside the bilateral one.

The export architecture moved on bilateral lines rather than through vendor contracts (25), (27), (28), (29). The US Trade and Development Agency signed an agreement worth around $2 million with Turkey’s state nuclear enterprise TÜNAŞ for a year-long study of four American small modular reactor designs and five fourth-generation reactor designs, work that gives US vendors an early regulatory foothold in a market where Rosatom is already building Akkuyu (25), (26). Bangladesh and the United States signed a memorandum of understanding on strategic civil nuclear cooperation (27). In South-East Asia, an Energy for Growth Hub assessment ranked ASEAN members by nuclear readiness while DW reported that nuclear power is back on the region’s energy agenda, with Vietnam, Indonesia, Malaysia and Thailand all registering positions (28), (29). Countervailing pressure came from France, where RFI reported legal action against EDF over its continuing nuclear ties with Russia (23), and from the Arctic, where Rosatom manufactured the second RITM-200C reactor for a floating plant serving a copper mining cluster in Chukotka (24). The pattern is that technical assistance, not hardware, is the current instrument of influence.

§Regional Developments

§North America

The Palisades restart absorbed North American attention this week for the worst reason (15), (16). Holtec confirmed that an incident involving a fuel assembly paused fuel loading at the Covert, Michigan plant, a process that began on August 30 when the reactor entered Mode 6 with a core of 204 assemblies combining new fuel and partially used fuel from earlier operating cycles. The Nuclear Regulatory Commission opened a review, the plant was connected to its switchyard, and the company delayed the restart schedule it had been targeting. Palisades matters beyond Michigan because it is the proof case for the wider restart thesis: a closed merchant reactor returned to service with federal loan support, intended to show that the fastest new capacity is capacity that already exists. A handling fault at the refuelling stage does not invalidate that thesis, but it hands the programme’s critics a concrete event at the moment when Holtec’s equity story was already under strain (72).

Google’s agreement with Georgia Power moves in the opposite direction, converting demand into capacity at plants that are already licensed (12). The deal would fund extended power uprates at Plant Vogtle units 1 and 2 and Plant Hatch units 1 and 2, adding roughly 96 megawatts through targeted modifications to turbines, pumps, motors and cooling systems that allow the reactors to run at higher licensed thermal power and send more steam to the turbine generator. The structure is a subscription to a new Nuclear Uprate tariff under which Google receives the zero-emission credits attached to the uprated output, subject to Georgia Public Service Commission approval, and it shields non-participating customers from the incremental cost. Vogtle’s uprate was already approved in the company’s 2025 Integrated Resource Plan while Hatch’s still needs approval. Google has now signed or supported long-term nuclear supply in Finland, Iowa and Georgia, and the Georgia filing is the first that pays for physical capacity additions rather than contracting for existing output.

The Department of Defense continued to build out its own nuclear programme (53), (54), (55). The Army named five installations for its nuclear power initiative, with Aberdeen Proving Ground in Maryland designated for a 390-megawatt molten salt reactor and Fort Drum in New York among the other sites. Applied Atomics, which has revived the mPower design, announced a headquarters and training centre in New Orleans. Federal civilian policy moved in parallel. The Nuclear Regulatory Commission accepted the Diablo Canyon safety report covering continued operation of the two California units (56), and the Senate Environment and Public Works Committee held a hearing on updating the Nuclear Waste Policy Act at which six states were identified as finalists for Department of Energy Nuclear Lifecycle Innovation Campuses, with members noting that ratepayers have paid more than $50 billion into the Nuclear Waste Fund without Congress appropriating commensurate disposal funding (57), (58). In New York, Democratic legislators objected to a $23.9 billion nuclear subsidy proposal on ratepayer grounds, a reminder that state-level nuclear finance remains contested even in jurisdictions that have lifted construction bans (59).

Canada’s week belonged to Pickering (35), (36). Ontario Power Generation is taking units 5 to 8 out of service by the end of September, with refurbishment formally beginning in January 2027 subject to final regulatory approval, a programme carried at roughly CAD 26 billion that will replace 1,520 fuel channels and 48 boilers and add a 1.5-kilometre deep-water intake. The province announced CAD 1.7 billion of retube, feeder and boiler replacement work to a 50:50 joint venture of Aecon and Candu Energy, and CAD 1.3 billion of turbine generator replacement to a consortium of Aecon and Siemens Energy Canada. When complete the station will supply up to 2,200 megawatts and the four CANDU reactors will gain as much as 38 years of operating life, with the project counted as a CAD 41.6 billion contributor to Canadian GDP. Refurbishment at this scale is the least speculative form of new nuclear capacity, because the site, the licence and the grid connection already exist.

§Europe

Italy’s return is now legislative fact rather than political intent (1), (2), (3). The Senate passed Meloni’s delegating bill by 81 votes to 51 with seven abstentions on September 23, following the Chamber of Deputies’ June passage by 155 to 86 with eight abstentions, and it authorises the government to build a regulatory framework, a national sustainable nuclear programme and an independent safety authority. Environment and Energy Security Minister Gilberto Pichetto Fratin framed the vote around energy security and affordability rather than climate accounting. The industrial signal arrived on the same day: Nuward and its parent EDF, Edison, Ansaldo and Maire stated a common intention to deploy a first small modular reactor in Italy by 2035, and Nuward has separately said it aims to start construction on the first of a ten-unit European fleet in 2030 across five EU member states (30).

Poland’s first plant crossed its commercial threshold (7), (8). The Westinghouse-Bechtel consortium and Polskie Elektrownie Jądrowe agreed the main terms of the EPC contract for three AP1000 units totalling 3,750 megawatts at Lubiatowo-Kopalino, with the remaining terms to be settled by year-end and first electricity to the Polish grid targeted for 2036. Bechtel took over site management in August as earthworks began, and the construction licence application went to Poland’s National Atomic Energy Agency in March. The same contractor’s withdrawal from TerraPower’s Natrium project, confirmed this week after the company filed a Worker Adjustment and Retraining Notification covering around 200 positions effective on or about November 16, is the useful contrast (9). Bechtel said it expects to redeploy the affected staff to other nuclear work and will remain on site to complete the Sodium Test and Fill Facility, while TerraPower said construction at Kemmerer continues on schedule and that it intends to rebid the EPC scope.

Elsewhere in Europe the week produced a commissioning milestone and a supply-chain reordering. Slovakia’s Mochovce 4 began generating power on September 21 (34). The 471-megawatt unit will be phased up through output steps of 5, 20, 35, 55, 75 and 90 percent with checks at each stage, entering the grid at 20 percent, and once at full output Slovakia’s nuclear share will be equivalent to 77.5 percent of national electricity consumption, the highest proportion for any country. In the United Kingdom, GE Vernova Hitachi, SGE and Samsung C&T signed a memorandum of understanding to develop BWRX-300 market opportunities in Europe on the sidelines of the United Nations General Assembly (31), and SGE said it is confident of privately financing a 14-unit, 4.2-gigawatt BWRX-300 fleet across three UK sites under a contract-for-difference model, with its application in the deep-dive stage of the Advanced Nuclear Framework (32). Czech company Škoda JS was named sole supplier of control rod drive mechanisms for Rolls-Royce SMR (33), and the UK’s STEP fusion programme received backing from KF (69). On the decommissioning side, EDF’s Cyclife validated the dismantling strategy for the Chinon A2 heat exchangers, France’s first UNGG reactor to be taken apart (79), and the 80-metre exhaust stack at the decommissioned Stade plant in Lower Saxony was demolished (80).

§Asia

Taiwan moved closer to reversing its nuclear phase-out (37), (38). Bloomberg reported a policy shift as the government backed an early plan to restart nuclear power, and the restart review for an existing unit advanced. The shift follows the referendum campaign to abolish the nuclear-free homeland policy scheduled alongside November 28 local elections, and it lands in a system where the Legislative Yuan and the Executive Yuan have taken opposing positions on the question. What has changed is the framing: a decade ago the debate was whether nuclear power should exist in Taiwan at all, and the current debate is which units can be returned to service and on what timetable.

India’s programme produced a strategy document and two fuel-loading milestones (39), (40), (41). The government set out a roadmap to reach 100 gigawatts of nuclear capacity by 2047 with an explicit push for indigenous small modular reactors, a target requiring roughly a quadrupling of installed capacity from present levels and a domestic supply chain that does not yet exist at the required scale. Fuel loading began at Rajasthan Atomic Power Project unit 8, and geotechnical investigation started for the next two units at the site, while fuel loading began at Kaiga unit 1 ahead of its return from refurbishment. EDF is simultaneously pressing its reactor technology on Indian decision-makers (41).

South-East Asia’s readiness picture sharpened (27), (28), (29), (42), (43). Bangladesh and the United States signed a strategic civil nuclear cooperation memorandum, arriving while Rooppur unit 1 remains loaded but unsynchronised. In the Philippines, scientists reported a possible uranium resource in Camarines Norte while the fate of the long-mothballed Bataan plant remains undecided. The Energy for Growth Hub assessment placed ASEAN members on a readiness spectrum running from countries still building capability to those close to signing vendor agreements, with several upgrading their position since the March edition of its global advanced nuclear map.

§Middle East and Africa

The Saudi and Iranian threads analysed above remain the region’s dominant variables, and the assessments published this week carry a specific operational consequence: the three-month Congressional review window on the US-Saudi agreement now runs against an intelligence judgment that Riyadh has kept its weapons option open (4), (5), (6). The African uranium map changed hands materially (44), (45). Atomic Eagle, the Australian-listed company formed when GoviEx Uranium merged with Tombador Iron in November 2025, executed the Mining Convention for the Madaouela project with the Republic of Niger at a ceremony in Niamey, formalising the commercial resolution announced in August and triggering discontinuation of the ICSID arbitration GoviEx launched in December 2024 after Niger withdrew its mining rights following the 2023 coup. The convention provides legal, fiscal and regulatory stabilisation measures, establishes a framework for project financing and offtake arrangements, and carries an initial ten-year term with renewal provisions. Niger raised its stake in Madaouela Mining Company to 40 percent, with Atomic Eagle holding 60 percent through its subsidiary, and the project holds an estimated 116.5 million pounds of U3O8, of which 96.9 million pounds sit in the measured and indicated category. Atomic Eagle agreed to pay USD 5 million within 30 days and aims to report a JORC-compliant resource by the end of 2026. Madaouela’s return to development, alongside the US Development Finance Corporation’s conditional $414.2 million facility for Global Atomic’s Dasa deposit agreed the previous week, means that both of Niger’s principal uranium projects now rest on Western capital in a country that expelled Western forces two years ago. In South Africa, reporting on accidents at the Koeberg plant raised questions about the country’s nuclear future (46).

§Technology and Innovation

The Kairos Power term sheet with Samsung C&T is the week’s most structurally significant commercial agreement (10), (11). Samsung C&T will contribute up to $100 million, comprising $70 million of equity and the remainder in in-kind engineering services, and joins Kairos’s engineering, procurement and construction team for Hermes 2, the 50-megawatt fluoride salt-cooled high-temperature reactor under construction at Oak Ridge. Hermes 2 is the first generation IV reactor covered by a power purchase agreement with a US utility, struck with the Tennessee Valley Authority and Google in August 2025, and its output will count as the first 50 megawatts toward Google’s roughly half-gigawatt commitment to Kairos. The commercial design envisions a 150-megawatt plant built from two 75-megawatt units fuelled with 19.75 percent HALEU, with the option of running on lower-enriched LEU+ if HALEU supply proves difficult. Bringing an engineering and construction firm of Samsung C&T’s scale onto the team addresses the constraint that most often stalls first-of-a-kind reactors, which is not the physics but the ability to build the same plant repeatedly.

The fuel cycle produced two milestones that both point at enrichment above the historic five percent line (47), (48), (49). Framatome signed the first commercial contract to supply a reload of fuel enriched above 5 percent to an operating US reactor, with delivery in early 2028 and the customer’s cycle length extended from 18 months to 24, manufactured at Richland, Washington after that plant’s licence was amended to handle enrichment up to 10 percent. TRISO-X completed construction of the 214,000-square-foot TX-1 building in Oak Ridge and moved to interior buildout and equipment installation; the completed facility is designed to produce about 700,000 TRISO pebbles each year, equivalent to five tonnes of uranium and enough to fuel up to 11 Xe-100 reactors, with first output intended for Dow’s UCC Seadrift site in Texas under a 40-year special nuclear material licence granted earlier this year.

On the research and infrastructure side, Idaho National Laboratory declared ready a mobile skid that crimps, chops and declads spent fuel rods for the Moran test bed, built over 20 months with funding from the National Nuclear Security Administration’s Athena Initiative and first applied to Magnox fuel shipped from Greece (50). Argonne National Laboratory advanced a molten salt heat exchanger with machine-learning-based monitoring, aimed at real-time condition awareness in advanced reactor components (51). A study reported by Interesting Engineering found that up to 172 gigawatts of US small reactor capacity could be unlocked if projects bypassed grid interconnection and sited directly at industrial loads, a finding that recasts siting as a regulatory problem rather than a technological one (52).

§Fusion Research

Fusion’s policy architecture changed this week in a way that matters more than any plasma record (60), (61). Representatives Zoe Lofgren, Jay Obernolte, Don Beyer, Lori Trahan and Mike Gallagher introduced the bipartisan American Leadership in Fusion Act on September 24. The bill would create a Senate-confirmed Assistant Secretary of Fusion Energy, codify an Office of Fusion within the Department of Energy, and add $10 billion in direct appropriations through public-private partnerships. The Fusion Industry Association noted that private fusion investment reached a record $4.5 billion over the past year and that the sector’s obstacle is no longer capital formation but the absence of a federal counterpart structured for commercialisation rather than research.

ITER’s programme advanced on two fronts (62), (63), (64). The organisation reported progress on tritium breeding and processing, including the selection of four breeding blanket systems to be tested and a Tritium Plant Summit that brought the developing teams together, and confirmed that the seventh sector module of the vacuum vessel is scheduled for insertion into the pit later this year. US regulators exempted the ITER vacuum vessel from fission-based regulation, a decision that matters for the project’s ability to move components without duplicating a licensing regime designed for fission reactors. The agency’s own summary of the period said fusion is gathering momentum.

National and institutional programmes expanded in parallel (65), (66), (67), (68), (69). Universities in the United Kingdom and the United States formed a transatlantic alliance to build fusion research capacity and a workforce pipeline, drawing in York, Liverpool, Birmingham and Oxford among others. Proxima Fusion pushed for a European high-temperature superconducting tape supply chain, a component that determines both magnet performance and the pace at which compact devices can be built, as the Financial Times reported that US funding continues to dominate the sector. StandardX raised a £10 million seed round to build a rare isotope refinery serving medical isotope production and fusion fuel requirements. A 20-megawatt compact fusion system aimed at on-site power for data centres and industry was announced for US deployment, the same customer segment that fission microreactor developers are courting.

§Market and Economic Intelligence

Uranium’s spot market spent the week holding its recent range (13), (14). Trading Economics recorded $89.50 per pound U3O8 on September 25, up 0.06 percent on the day, down 1.21 percent over the month and 8.48 percent higher than a year earlier, which leaves spot flat to marginally lower against the $89.70 print of September 18 and within reach of the six-month high of $90.60 touched on August 26. The weekly trend is flat. The long-term contract indicator held at $96.50 per pound on Cameco’s published series for August, at or above the 2007 nominal peak, so the term market continues to trade roughly $7 per pound above spot. That inversion remains the defining feature of the market: utilities are paying a premium for delivery years away while immediate supply clears at a discount, which is the price shape of expected future scarcity rather than present tightness. The supply-side reference point for that expectation is Kazakhstan, where Kazatomprom’s TQZ sulphuric acid plant has slipped, limiting leaching capacity at the world’s largest producer.

Project and corporate news followed the same logic (73), (74), (75), (76). Cameco became the selling agent for all output from Global Laser Enrichment’s Paducah laser enrichment facility, extending the exclusive offtake agreed earlier in September into an agency role over the full production stream. NordX Metals reported outcrop samples grading up to 15.2 percent U3O8 at Flistjärn in Sweden and up to 6.95 percent at Norr Döttern, grades that are unusual outside the Athabasca Basin. Peninsula Energy lifted the mineral resource at its Lance project to 59 million pounds after drilling at Ross. Against those additions, New Mexico banned new uranium mine leases on state lands, removing acreage from development in the United States at the same time as federal policy pushes in the opposite direction.

Equity markets continued to sort nuclear exposure by execution risk rather than by narrative (70), (71), (72), (77). JPMorgan initiated coverage of NexGen Energy at overweight on the strength of its flagship project, and money managers were reported to be finding bargains after the sector’s sell-off, while Holtec withdrew its $825 million initial public offering. Bloomberg’s assessment that the AI-driven nuclear push is running into cost and regulatory hurdles, taken together with the 172-gigawatt bypass-grid study, describes the same constraint from the demand side: willingness to pay for nuclear power is established, and the binding limits are now construction cost, licensing duration and interconnection queue rather than signed offtake (52), (70).

§Sources

1. World Nuclear News, “Italy’s Senate approves a return to nuclear power” (September 24, 2026)
2. Reuters, “Italian parliament backs Meloni’s plan to restart nuclear power” (September 23, 2026)
3. Financial Times, “Italy clears path for nuclear power revival” (September 23, 2026)
4. The Washington Post, “Saudis have not ruled out developing nuclear weapons, U.S. intelligence assesses” (September 25, 2026)
5. The New York Times, “Saudi Arabia Open to Possibly Developing Nuclear Weapons” (September 25, 2026)
6. Office of Senator Jeff Merkley, “Senators Markey and Merkley Lead Colleagues to Demand Trump Administration Abandon Reckless Saudi Nuclear Deal” (September 25, 2026)
7. World Nuclear News, “Polish plant contract negotiations move to next stage” (September 24, 2026)
8. POWER Magazine, “Bechtel-Westinghouse Group, PEJ Agree on Terms for Poland’s First Nuclear Power Plant” (September 23, 2026)
9. World Nuclear News, “Bechtel steps away from TerraPower project” (September 22, 2026)
10. TechCrunch, “Kairos Power gets up to $100M from Samsung group to build nuclear reactor for Google” (September 21, 2026)
11. World Nuclear News, “Samsung C&T invests in Kairos Power” (September 22, 2026)
12. World Nuclear News, “Google agreement to support Georgia plant uprates” (September 22, 2026)
13. Trading Economics, “Uranium Price - Chart - Historical Data - News” (September 25, 2026)
14. Cameco, “Uranium Price” spot and long-term contract indicator series (August 2026)
15. American Nuclear Society, “Incident pauses Palisades fuel loading; plant connected to switchyard” (September 25, 2026)
16. Detroit Free Press, “Nuclear regulators probe fuel assembly installation mishap at Palisades” (September 26, 2026)
17. International Atomic Energy Agency, “Week in Review: IAEA 70th General Conference” (September 25, 2026)
18. Bloomberg, “IAEA’s Grossi Says Iran Nuclear Inspections Can Resume Fast” (September 23, 2026)
19. The Times of Israel, “Pezeshkian claims Iran won’t pursue nukes, won’t accept limits on civilian enrichment” (September 23, 2026)
20. Haaretz, “Iran Offers U.S. Seven-Day Plan to Reopen Hormuz, Rules Out Nuclear Concessions” (September 25, 2026)
21. Rudaw, “Iranian president says will ‘dilute’ 60 percent uranium enrichment, denies nuclear bomb ambition” (September 25, 2026)
22. Fox News, “EXCLUSIVE: Russian document reveals sweeping Iran plan spanning nuclear, finance and aviation” (September 20, 2026)
23. RFI, “EDF faces legal action over France’s continuing nuclear ties with Russia” (September 25, 2026)
24. World Nuclear News, “Second reactor manufactured for floating nuclear plant” (September 24, 2026)
25. World Nuclear News, “US-Turkey agreement to accelerate SMR deployment” (September 24, 2026)
26. Daily Sabah, “Türkiye targets first small modular reactor for early 2030s” (September 23, 2026)
27. The Hindu, “Bangladesh, U.S. sign MoU on strategic civil nuclear cooperation” (September 26, 2026)
28. Energy for Growth Hub, “2026 Update: Who in ASEAN Is Ready for Nuclear Power?” (September 25, 2026)
29. DW.com, “Nuclear power is back on Southeast Asia’s energy agenda” (September 21, 2026)
30. World Nuclear News, “Nuward targets 10 SMRs in five EU countries” (September 21, 2026)
31. World Nuclear News, “GE Vernova, Hitachi, SGE and Samsung C&T sign BWRX-300s MoU” (September 23, 2026)
32. World Nuclear News, “SGE confident of UK SMR fleet prospects” (September 23, 2026)
33. World Nuclear News, “Škoda JS to supply control rod drives for Rolls-Royce SMR’s reactors” (September 23, 2026)
34. World Nuclear News, “Power start-up for Mochovce 4” (September 22, 2026)
35. World Nuclear News, “Contracts announced as Pickering refurb approaches” (September 23, 2026)
36. NucNet, “Canada Begins CAD 26 Billion Refurbishment Project At Pickering Nuclear Power Station” (September 22, 2026)
37. Bloomberg, “Taiwan Backs Early Plan to Restart Nuclear Power in Policy Shift” (September 25, 2026)
38. Taipei Times, “Nuclear plant restart review advances” (September 25, 2026)
39. DD News, “Government unveils roadmap to achieve 100 GW nuclear power capacity by 2047, pushes indigenous small modular reactors” (September 27, 2026)
40. World Nuclear News, “Indian plants celebrate fuel loading milestones” (September 21, 2026)
41. The Indian Express, “France’s EDF pushes for its nuclear reactor tech in India” (September 25, 2026)
42. Business Mirror, “PHL scientists discover possible uranium resource in Camarines Norte” (September 26, 2026)
43. The Seattle Times, “An unused and divisive Philippine nuclear plant awaits its fate” (September 26, 2026)
44. World Nuclear News, “Agreement clears way for resumption of Niger uranium project” (September 25, 2026)
45. Mining.com, “Niger increases stake in Madaouela uranium project to 40%, statement says” (September 24, 2026)
46. Chemistry World, “Accidents at South Africa’s nuclear power plant lead to questions over country’s nuclear future” (September 23, 2026)
47. World Nuclear News, “Milestone for X-Energy’s TRISO-X fuel facility” (September 25, 2026)
48. NucNet, “Triso-X Reaches Milestone In Advanced Nuclear Fuel Facility Construction” (September 25, 2026)
49. World Nuclear News, “Framatome secures first contract for higher enriched fuel” (September 22, 2026)
50. American Nuclear Society, “Fuel decladding skid ready to deploy at INL’s Moran test bed” (September 24, 2026)
51. American Nuclear Society, “Argonne develops real-time AI monitoring for an advanced nuclear reactor component” (September 21, 2026)
52. Interesting Engineering, “172 GW of US small reactor capacity could be unlocked by bypassing electric grid: Study” (September 23, 2026)
53. Association of the United States Army, “Army Announces 5 Posts for Nuclear Power Initiative” (September 23, 2026)
54. Interesting Engineering, “390 MW molten salt nuclear reactor to power US Army’s Maryland base” (September 21, 2026)
55. The Center Square, “Applied Atomics brings revived mPower nuclear design to New Orleans” (September 24, 2026)
56. San Luis Obispo Tribune, “U.S. nuclear agency OKs Diablo Canyon safety report. What to know” (September 25, 2026)
57. The Center Square, “Senate considers establishing $50B nuclear energy campuses” (September 23, 2026)
58. American Nuclear Society, “Senate committee reviews NLIC program, nuclear waste policy” (September 24, 2026)
59. NEWS10 ABC, “Dems want Hochul to drop $23.9 billion nuclear subsidy plan” (September 26, 2026)
60. Fusion Industry Association, “Congress Introduces Bipartisan American Leadership in Fusion Act” (September 24, 2026)
61. Heatmap News, “House Science Leaders Introduce a $10 Billion Fusion Bill” (September 24, 2026)
62. American Nuclear Society, “ITER breeding blanket and tritium plant plans advance” (September 25, 2026)
63. American Nuclear Society, “ITER vacuum vessel exempted from fission-based regulation” (September 25, 2026)
64. ITER, “Fusion is gathering momentum” (September 21, 2026)
65. Financial Times, “European fusion start-up pushes for local supply chain as US dominates funding” (September 22, 2026)
66. DPA Magazine, “Leading UK and US universities forge fusion energy alliance” (September 25, 2026)
67. Pulse 2.0, “StandardX Raises £10 Million Seed Round To Develop Rare Isotopes For Cancer Treatment And Fusion Energy” (September 23, 2026)
68. Interesting Engineering, “20 MW compact fusion system targets on-site power for data centers and industry” (September 21, 2026)
69. Nuclear Engineering International, “KF backs UK’s STEP programme” (September 25, 2026)
70. Bloomberg, “AI’s Nuclear Power Push Runs Into Cost and Regulatory Hurdles” (September 25, 2026)
71. Investor’s Business Daily, “Uranium Stocks Are Rallying. Why NXE Got Initiated At Overweight.” (September 21, 2026)
72. Renaissance Capital, “Nuclear plant equipment provider Holtec Nuclear withdraws $825 million IPO” (September 25, 2026)
73. American Nuclear Society, “Cameco becomes selling agent for all Global Laser Enrichment output” (September 27, 2026)
74. TMX Newsfile, “NordX Metals Finds High-Grade Uranium Mineralization in Outcrop Samples up to 15.2% U3O8 at Flistjärn, Sweden” (September 22, 2026)
75. Kalkine Media, “Peninsula Energy Boosts Lance Project Mineral Resource to 59.0Mlbs U3O8” (September 25, 2026)
76. Industrial Info Resources, “New Mexico Bans New Uranium Mine Leases on State Lands” (September 21, 2026)
77. The Globe and Mail, “Money managers find bargains after sell-off in nuclear sector” (September 23, 2026)
78. International Atomic Energy Agency, “IAEA and Inter-American Development Bank Sign Partnership Agreement on Nuclear Energy for Development” (September 25, 2026)
79. World Nuclear News, “France prepares to start dismantling first UNGG reactor” (September 21, 2026)
80. World Nuclear News, “Demolition of exhaust stack changes Stade skyline” (September 25, 2026)