• Nuclear Pulse — October 4, 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 — October 4, 2026

Covering: September 27 – October 4, 2026 | Published: October 4, 2026

§Summary

The United States and Saudi Arabia completed a 123 Agreement that permits uranium enrichment and spent-fuel reprocessing on Saudi soil and omits the IAEA Additional Protocol, and senators from both parties have secured a vote on the pact, which they expect before December 13 (1), (2). Iran’s foreign minister offered to restore IAEA access to facilities damaged in American and Israeli strikes in exchange for sanctions relief while Russia’s envoy to the agency declared enrichment an inalienable right, and the Strait of Hormuz remained effectively closed on the two hundred and eighth day of the crisis (3), (4). The Nuclear Regulatory Commission issued the first construction permit for a commercial small modular reactor in the United States, authorizing the Tennessee Valley Authority’s GE Vernova Hitachi BWRX-300 at Clinch River, four days after Holtec filed the second and final part of its own application for two SMR-300 units at Palisades (5), (6). Amazon committed to a twenty-year power purchase agreement that will underwrite a 190-megawatt uprate and a twenty-year licence renewal at Calvert Cliffs, while the Department of Energy prepared a $4.2 billion loan for output increases across at least three of Vistra’s four nuclear stations (7), (8), (9). Uranium’s long-term price held at a record $97 per pound for a fourth consecutive month while spot traded near $89.75, and the equities that are supposed to express that scarcity moved the other way (10), (11), (12).

§Geopolitical and Strategic Analysis

The week’s clearest strategic shift came from a signature rather than a reactor (1), (2). Energy Secretary Chris Wright and Saudi Minister of Energy Prince Abdulaziz bin Salman concluded a civil nuclear cooperation agreement alongside a bilateral safeguards arrangement, and the Department of Energy confirmed the pact on September 30. The text gives Riyadh a pathway to enrich uranium and to reprocess spent fuel, the two routes to a weapons capability, and it does not include the Additional Protocol that would give the International Atomic Energy Agency short-notice access. The United Arab Emirates accepted both restrictions when it signed its own agreement in 2009, and nonproliferation specialists have treated that combination as the standard ever since. Because the deal lacks conventional international inspection, President Trump signed a separate national security waiver to move it forward. The instrument now sits in Congress with a ninety-session-day clock that began when it was printed in the Senate record on September 14. Senator Jeff Merkley, working with Tim Kaine, Ed Markey, Chris Coons and Chris Van Hollen, said on October 2 that a vote has been secured and is expected before December 13, which converts a diplomatic fait accompli into a live legislative contest (2). The arithmetic still favours the administration: a resolution of disapproval needs two-thirds majorities to survive a veto, and Crown Prince Mohammed bin Salman has said he does not want a weapon but would seek one if Iran does.

Iran answered on a parallel track (3), (4). Foreign Minister Abbas Araghchi raised privately, in United Nations meetings with European and Middle Eastern diplomats, the possibility of restoring IAEA access to nuclear sites damaged in the American and Israeli strikes in exchange for sanctions relief, as Bloomberg reported on October 1 (3). That offer is narrower than the seven-day plan Tehran floated earlier, which paired a reopened Strait of Hormuz with an end to the naval blockade, eased oil sanctions and released frozen assets, and which the administration rejected. Russia’s permanent representative to the Vienna organisations, Mikhail Ulyanov, dismissed Washington’s demand that Iran abandon its programme altogether, writing that Tehran is under no such obligation and that enrichment is its inalienable right, a direct answer to US Ambassador Mike Waltz’s claim that Iran had broken the rules by enriching to 60 percent (4). The gap is structural rather than tactical: Washington wants verifiable transparency first, Tehran wants economic relief and an end to the port blockade first or at the same time, and the agency’s central need is not a site visit but updated material declarations that would re-establish continuity of knowledge about the enriched-uranium inventory. The economic pressure underneath all of it stayed severe. The Strait of Hormuz carried a single commercial transit on September 20 against a pre-crisis baseline of roughly eighty-five vessels a day, and the disruption has become an argument for nuclear baseload among Asian importers who can no longer treat fuel-supply risk as theoretical (13).

Northeast Asia spent the week turning an energy question into a security one (14), (15). Japan’s nuclear ambitions are now being read through the country’s wider defence debate, and the governing coalition’s shift toward the more hawkish Japan Innovation Party has widened the space in which nuclear-propelled submarines and even nuclear sharing are discussed in public (15). Public opinion has not followed: support for Japan acquiring its own weapons has stayed near seventeen to eighteen percent between 2024 and 2026, and trust that the United States would intervene in a contingency has held near seventy to eighty percent, which leaves the political class well ahead of the electorate. The contrast with South Korea is sharp. Support there for a domestic weapons programme reached a record 76.2 percent in the 2025 Asan Institute survey while confidence in American willingness to use nuclear weapons in defence of the South fell below half, and Seoul announced in May that it would build nuclear-powered submarines fuelled with low-enriched uranium. Japan’s own restraint is being tested by a shrinking margin for error rather than by a change of doctrine, and Japan’s nuclear restart programme is simultaneously running into the headwinds of cost, waste siting and community consent that make each additional unit slower to return than the last (14).

The counter-case arrived from Ukraine (16). The IAEA reported on October 3 that the Zaporizhzhia Thermal Power Plant, whose switchyard helps supply the Russian-occupied Zaporizhzhia nuclear station, was struck by drones on September 19, 20 and 27, damaging transformers that matter precisely because they carry off-site power to a plant that has lost it repeatedly. An attack on September 22 disabled an off-site radiation monitoring station, and strikes in Enerhodar, where much of the station’s workforce lives, killed one person. Director General Rafael Grossi is negotiating an eighth localised ceasefire to allow repairs, which is the eighth time the agency has had to bargain for access to a power line rather than to a reactor. The week’s commercial announcements and this single paragraph describe the same technology under two different political conditions, and the difference is not the reactor.

The competition also moved off the planet (17). NASA has asked contractors to prepare a reactor that can survive a space voyage and run without maintenance near the lunar south pole, with a launch target of December 2030, and the agency has already compressed its schedule. Russia aims to have a lunar reactor operating by 2036 as part of a partnership with China, and both governments treat a reactor as the centrepiece of any permanent lunar base because it determines who can hold a site through the two-week lunar night and who can reach the resources that follow. The Moon is where the phrase energy security stops being a metaphor.

§Regional Developments

§North America

The most concrete provincial plan of the week came from Saskatchewan (18), (19). Premier Scott Moe presented Delivering Energy Security Through Nuclear Power, which sets an initial target of 2,600 megawatts of nuclear generation by 2050, directs SaskPower to begin planning for two large reactors in the northwest with the first online by 2042, and narrows the search for the province’s first small modular reactor to the Rafferty Reservoir near Estevan for further study. At least 600 megawatts, or two Hitachi BWRX-300 units, remain the goal for the southeast, with a final site decision expected this year. Moe framed the scale in direct terms: 600 megawatts covers Regina and Saskatoon, and 2,600 megawatts covers about 2.6 million homes.

The largest single proposal of the week was also the least conventional (20), (21), (22). Valar Atomics has asked the Bureau of Land Management to allow Project Beehive on more than 9,000 acres of federal land near Price, Utah, where it proposes roughly 456 small reactors of about 25 megawatts each, together with data centres, a fuel production facility and waste storage. In aggregate the reactors would generate about 9.6 gigawatts for the data centres and additional thermal output for industrial use, against an average statewide electricity production in Utah of roughly 4 gigawatts. The phased design is the point: units could be installed one at a time, with non-nuclear construction starting as early as the end of this year, first reactors in 2028 and the full site complete by 2032. Placing several hundred reactors and a waste facility on public land raises questions that a private site would not, and the proposal has already drawn attention from opponents of data-centre expansion.

Federal licensing generated the week’s headline (5), (6), (23). The Nuclear Regulatory Commission issued the construction permit for the Tennessee Valley Authority’s BWRX-300 at Clinch River on September 29, the first for a commercial small modular reactor in the United States, the first for a BWRX-300 in the country and the second in North America after Ontario Power Generation’s Darlington approval. It is the second construction permit for a US commercial reactor in nearly a decade, after TerraPower’s Natrium in March. Two days later, Holtec submitted the Preliminary Safety Analysis Report for Pioneer units 1 and 2, completing the second phase of a construction permit application for two SMR-300 units totalling about 680 megawatts at the Palisades campus in Covert Township, Michigan, next to the 805-megawatt reactor the company is restarting (6), (24). Excavation support and cutoff walls are already authorised under an August exemption, and the commission targets a final safety evaluation by March 31, 2027. Not every federal process moved forward: West Virginia withdrew from the Department of Energy’s Nuclear Lifecycle Innovation Campus programme on September 30, after a 48-page proposal that contemplated spent-fuel recycling and interim storage became public and the governor’s office restricted any future site to generation and manufacturing (25), (26). The state sent a one-paragraph letter declining to submit the hosting agreement that the memorandum of understanding signed on September 2 required.

Corporate procurement produced the most financially significant commitments (7), (8), (9). Constellation and Amazon agreed a twenty-year power purchase agreement covering 690 megawatts from Calvert Cliffs, in Maryland, with a related retail supply agreement for Amazon’s operations in the thirteen-state PJM grid; the deal supports a $3 billion investment, adds 190 megawatts of uprate capacity to the plant’s existing 1,790 megawatts between 2030 and 2032, and gives Constellation the revenue certainty to seek a further twenty-year licence renewal for units that would otherwise close in 2034 and 2036 (8). Calvert Cliffs supplies about 40 percent of Maryland’s generation and 80 percent of its clean power, and Constellation has said it will explore a further 2,000 megawatts of new nuclear at the site. On the same logic, the Department of Energy is preparing a $4.2 billion loan to Vistra, to be announced by Energy Secretary Chris Wright at the company’s Lake Erie plant in Ohio, aimed at uprating at least three of its four nuclear stations, a step available without new licences because it relies on more highly enriched fuel, a higher proportion of new fuel, or equipment changes such as main turbine replacement (9). Vistra operates six reactors and more than 6.5 gigawatts across those four plants, enough for about 3.25 million homes. Oracle added a third variant of the same trade: it has offered to buy between 125 and 250 megawatts from the Point Beach plant in Wisconsin for its $15 billion Lighthouse campus in Port Washington, absorbing part of a power purchase agreement that has driven a proposed $176 million rate increase for 2027 and is expected to save other customers about $300 million in fuel costs between 2027 and 2033 (27), (28), (29). The proposal needs approval from the Public Service Commission of Wisconsin, with a filing expected by year end.

The state-level picture filled in around those deals. Missouri released an energy plan centred on nuclear power (30). New Jersey advanced nuclear planning under the task force convened by Governor Mikie Sherrill (31). New England governors’ teams met for a regional nuclear policy summit and came away with measured optimism and a clear reluctance to be first of a kind, while Connecticut’s own analysis found no early revival likely (32). The industry also moved to build the workforce that all of this assumes: Westinghouse and the University of South Carolina will develop a nuclear training centre around digital AP1000 simulators, hands-on construction laboratories and a multidisciplinary certificate programme, in a partnership that the Department of Energy’s deputy secretary described as necessary to convert executive orders into physical plants (33).

§Europe

Poland published the first revision of its nuclear programme in six years and accepted the delays that had been widely anticipated (34), (35), (36). The first plant at Choczewo, built with Westinghouse and Bechtel and totalling about 3.75 gigawatts, is now expected to enter commercial operation in 2036, three years later than the previous schedule, and the second plant follows around 2040, one year behind its own plan. The programme still targets six to nine gigawatts of new capacity in total and a nuclear share of 15 to 16 percent of generation by 2040, with first nuclear concrete at Choczewo scheduled for 2028 and 60.2 billion zloty of approved state aid behind it. The minister responsible framed the revision as an industrial plan rather than a capacity plan, with Polish firms targeted for as much as 70 percent of the supply chain. Private capital is filling in around the state programme: SGE, the developer formerly known as Synthos Green Energy, has attracted PLN 500 million from Polish entrepreneurs including the chief executive of InPost and two co-founders of ElevenLabs, and says it has secured PLN 1.35 billion in equity commitments for a fleet of BWRX-300 units that includes 26 approved in principle in Poland and a proposed 14 across three UK sites (35). Its founder, Michal Solowow, is weighing a 2028 listing for the company (36).

The United Kingdom advanced on two fronts (37), (38), (39). The Office for Nuclear Regulation approved the relicensing of Hinkley Point B from EDF Energy to Nuclear Restoration Services, making it the first advanced gas-cooled reactor site in England to move into the decommissioning phase after all 4,900 fuel elements were removed and fuel-free verification was granted in January (37). Separately, the government set out a fusion industrial strategy built on supply chains rather than laboratories, committing more than £2.5 billion over five years including £1.3 billion for UK Fusion Energy to deliver the STEP prototype plant at West Burton, £740 million for research and development infrastructure and £50 million for skills training for more than 2,000 people (38). The Health and Safety Executive published guidance for fusion facilities in the same window, which matters because fusion’s regulatory pathway is being written now rather than inherited from fission (39). The counterweight was local: in the North East, Greens backed a pause on a data centre and ruled out new nuclear at Hartlepool, a reminder that consent remains the rate-limiting step in mature markets as much as in emerging ones (40).

Finland supplied the market’s honest test (41). Steady Energy, which develops small district-heating reactors, listed on Nasdaq Helsinki First North after an oversubscribed offering at €10.00 per share and closed its first session nearly 6 percent lower. The company is selling into a real problem, the replacement of fossil heating in municipalities, and it is doing so while European power demand from cloud and data-centre expansion rises. A first-day decline in a well-subscribed nuclear listing is worth recording next to the record term price, because it says investors have begun to price execution rather than ambition.

§Asia

India and Bangladesh both moved fuel and frameworks (42), (43), (44). Nuclear Power Corporation of India signed a memorandum of understanding with the government of Gujarat to explore sites and assess their technical suitability for nuclear development, part of a programme that has 24 operable reactors and nearly 8 gigawatts in service, eight units and 6 gigawatts under construction, and a target of 100 gigawatts by 2047 (42). In Bangladesh, a further consignment of uranium reached the Rooppur nuclear power plant in Pabna under heavy security, continuing the fuelling of the first unit (43), (44).

China kept to its construction cadence (45). The first concrete was poured for the Bailong 2 unit in Guangxi, putting two units officially under construction at the site, with an expected initial pour of 6,637 cubic metres over 58 hours and a 56-month build for the two CAP1000 pressurised water reactors that form the first phase. The six-unit plant is planned for 8.62 gigawatts of installed capacity and about CNY 120 billion of investment, and it sits roughly 24 kilometres from the Vietnamese border. A programme that pours first concrete on schedule is a different kind of signal from one that revises a schedule, and that gap is the substance of the competitive argument.

The Philippines produced the week’s most carefully qualified resource story (46), (47). Researchers at the Philippine Nuclear Research Institute, the University of the Philippines Diliman and Akita University confirmed that uraninite is the principal uranium-bearing mineral in surface deposits from the Larap-Paracale district in Camarines Norte, and demonstrated a laboratory process that raised uranium concentration from 244 parts per million to 305 parts per million while recovering about 73 percent of the material. The product is not yellowcake; it is a starting material for leaching and purification, and the study explicitly did not determine how much uranium lies underground. The Secretary of Science and Technology said the point of the work was to establish whether the deposit is usable rather than to announce a resource, which is the correct framing for a country whose energy plan targets 1,200 megawatts of nuclear capacity by 2032.

The rest of the region sorted into execution risk (48), (49), (50). KEPCO KPS, a subsidiary of Korea Electric Power Corporation, disclosed that it disposed of a stake in a domestic SMR venture for 8.8 million won after investing 200 million won in 2016, a loss of about 96 percent, and is now re-entering the sector through inspection and maintenance robotics instead of equity. Korea’s larger bets remain intact: the country is coordinating a public-private commercialisation drive for multipurpose small modular reactors, and its new framework with the United States contemplates six AP1000s and two APR1400s on American federal sites. Singapore continued to position itself for fusion’s industrial supply chain rather than for a reactor of its own, with the government framing participation as an economic role in an emerging global industry (50). Indonesia is finalising the location for its first small modular reactor, and Armenia is rethinking its SMR plan as it weighs its existing Russian-built capacity against Western designs (49).

§Middle East and Africa

The region’s news was concentrated in the two files already analysed, the Saudi 123 Agreement and Iran’s offer on inspections, and both were covered above (1), (2), (3). The strategic consequence for the wider region is that the enrichment precedent now under congressional review will be read in Cairo, Ankara and Seoul as well as in Riyadh, and the Hormuz closure has simultaneously given every energy-importing state in Asia a concrete reason to revisit nuclear baseload (13). No confirmed African developments met the seven-day publication window for this edition.

§Technology and Innovation

The week’s hardware news ran from fuel chemistry to siting economics (51), (52), (53). Researchers at Lawrence Livermore National Laboratory characterised hydrogen-uranium corrosion, work that matters for the storage and transport of uranium metal and for the long-lived behaviour of fuel and component materials in advanced systems (51). On the supply side, uranium production rose 157 percent as costs fell and a second US mine ramped up, a combination that is unusual in a market whose constraint has been leaching capacity rather than ore (52). NANO Nuclear Energy advanced its vertical integration strategy, including an agreement to acquire the licence for an unbuilt New Mexico nuclear fuel facility, which is a bet that the fuel cycle rather than the reactor will be the binding constraint for first movers (53).

Two infrastructure arguments got clearer (54), (55). Ports are examining next-generation nuclear to power growing terminal and logistics infrastructure, extending the data-centre logic to a second class of industrial load that cannot easily move (54). The Department of Energy opened up to $400 million for basic research in its FY2027 Office of Science funding call, which is a modest number next to the loan guarantees and purchase agreements but is where the measurement and materials work that underwrites them originates (55). Taken together with the two construction permits, the pattern is that the United States has begun to permit and finance more reactor capacity than its supply chain and skilled workforce can currently deliver, which is why the workforce and fuel-cycle items in this edition are not peripheral to the headline ones.

§Fusion Research

Aneutronic fusion produced the week’s most technically interesting result (56). ENN Group reported more than 100 million hydrogen-boron fusion reactions per second in its EXL-50U spherical tokamak, the first such reaction achieved by a commercial fusion company on its own device. Hydrogen-boron fusion produces charged alpha particles rather than a primary neutron flux, which would avoid the material damage and induced radioactivity that neutron-producing deuterium-tritium reactions impose, and which in principle allows direct energy conversion without a steam cycle. The difficulty is that it requires far higher temperatures and stricter confinement than D-T, and the Hebei team’s route was to combine neutral beam injection with radio-frequency waves so that particles were driven into the first resonance peak where the reaction is more likely, generating fast protons that collide with boron nuclei. Alpha-particle measurements repeatable across runs were the evidence that the reactions occurred, and independent researchers reviewed the results. The company’s own target is to push plasma toward 100 million degrees Celsius while it builds its next device.

Policy and programme work moved in parallel (57), (58), (59), (60). California’s governor signed two bills, one directing a formal assessment of new fission capacity and advanced reactors against the state’s clean-energy goals, the other establishing a state fusion strategic planning process and a regulatory framework for fusion energy, which makes California the largest jurisdiction to begin writing fusion rules before a commercial plant exists (58), (59). The Department of Energy funded a test facility jointly involving Oak Ridge National Laboratory and Kyoto Fusioneering, extending the tritium breeding work that determines whether a fusion plant can fuel itself (60). China’s Burning Plasma Experimental Superconducting Tokamak reached a milestone of a different kind: the project campus in Hefei was delivered for use, and the machine entered the four-layer nested assembly of vacuum vessel, thermal shield and toroidal field magnets, with construction targeted for completion by the end of 2027 and deuterium-tritium power demonstrations around 2030 (57). The pattern across all of it is that fusion’s bottleneck is no longer the plasma physics headline and is instead breeding, materials, regulatory classification and supply chain, which is exactly the set of problems that a strategy document can address and a physics result cannot.

§Market and Economic Intelligence

Uranium’s two prices continued to tell the same story from opposite ends (10), (11), (12). The long-term indicator held at $97 per pound for a fourth consecutive month on the series Sprott publicises, an all-time record that passes the $95 peak set in mid-2007, with TD Cowen citing a $96 print on UxC data, while spot traded at $89.75 per pound on October 2 against $89.50 on September 25, a flat week within a range that has been narrow for most of the year (10), (11). The term premium has held near $7 to $8 per pound, so utilities are still paying more for delivery years away than for immediate material, which is the price shape of expected future scarcity rather than present tightness. What changed this year is the level rather than the slope: the spot print is roughly 9 to 11 percent higher year to date and about 8.5 percent above a year ago, and Cameco’s own realised price of about $65 per pound shows how much of the rally is locked into contracts signed in earlier markets (61).

The equity market refused to follow, and the divergence is now the most informative signal in the sector (12), (61). Term contracting volumes fell about 15 percent year over year, and utilities have told producers that they are experiencing sticker shock at record prices and are reluctant to contract in volume, even as they continue to buy below replacement rates. Cameco closed at $85.18 on October 2 and was down about 6.9 percent for the year despite the record term price. Nuclear stocks slid while the physical commodity set records, SMR developers sold off into earnings, and the Sprott Physical Uranium Trust reported no new purchases and traded at an 11.69 percent discount to net asset value with about $85.4 million of treasury remaining (11). NuScale’s revenue miss and the 6 percent first-day decline in Steady Energy’s Helsinki listing belong to the same repricing, and KEPCO KPS’s 96 percent loss on a seven-year-old SMR stake is the same judgment rendered in Seoul (41), (48), (62).

The week’s private capital went where the revenue certainty was, not where the technology was most novel (7), (8), (9), (27), (28), (29). Amazon’s twenty-year agreement with Constellation, Oracle’s offer to absorb part of an expensive Point Beach contract, and the Department of Energy’s $4.2 billion loan to Vistra all direct money toward uprates, licence extensions and existing plants, which produce measurable megawatts within a defined regulatory envelope. That is a rational response to the one constraint the sector cannot argue away: the gap between the pace at which demand for firm clean power is growing and the pace at which new reactors can be licensed, financed and built. The Australian published a column arguing that all sides must think again on uranium, which is the question the market is currently answering in two directions at once (63). For this week, the commodity says scarcity and the equities say execution, and both are correct.

§Sources

1. Reuters (via EnergyNow), “US Says it Reaches Nuclear Power Deal With Saudi Arabia” (September 30, 2026)
2. Reuters, “US senators expect vote after midterms on Trump’s nuclear power pact with Saudi Arabia” (October 2, 2026)
3. Bloomberg (via roic.ai), “Iran Floats Nuclear Inspector Access for Sanctions Relief” (October 1, 2026)
4. Mehr News Agency, “Russia dismisses US’s call for Iran to abandon nuke program” (October 3, 2026)
5. American Nuclear Society, “TVA receives construction permit for Clinch River” (September 29, 2026)
6. World Nuclear News, “Second part of construction permit application submitted for Pioneer SMRs” (October 2, 2026)
7. Reuters, “Constellation, Amazon sign 20-year power deal to support Maryland nuclear plant” (September 30, 2026)
8. World Nuclear News, “Constellation, Amazon agree nuclear-focused power purchase deal” (October 1, 2026)
9. CNBC, “U.S. to lend $4.2 billion to Vistra to boost nuclear power output, source says” (October 3, 2026)
10. EIN Presswire, “Long-Term Uranium Price Remains at Historical High of $97.00 for Four Consecutive Months” (October 2, 2026)
11. Uranium Speculator, “Morning Espresso - Oct 02, 2026” (October 2, 2026)
12. ZeroHedge (via OilPrice.com), “Uranium Hits Record High While Nuclear Stocks Slide” (October 1, 2026)
13. International Banker, “The Hormuz Closure Is Strengthening the Case for Nuclear Power Among Asian Energy Importers” (October 2, 2026)
14. Firstpost, “Japan’s nuclear power ambitions face turbulent geopolitical headwinds” (October 4, 2026)
15. East Asia Forum, “Japan’s nuclear options under a wavering US umbrella” (October 3, 2026)
16. The Kyiv Independent, “Series of drone attacks disrupt power supply near Zaporizhzhia Nuclear Plant, IAEA says” (October 3, 2026)
17. The New York Times (via Political Wire), “Superpowers Race to Put Nuclear Reactors on the Moon” (October 3, 2026)
18. CBC News, “Premier Scott Moe goes big on nuclear with plans to explore 2 large nuclear reactors in northwest Sask.” (September 29, 2026)
19. 620 CKRM, “Rafferty Reservoir selected as site for further study for SMR development” (September 29, 2026)
20. NPR, “A startup wants to build a massive nuclear-powered data center on public land in Utah” (September 30, 2026)
21. TechRadar, “Utah could get a 9.6GW nuclear data center campus with Project Beehive” (October 3, 2026)
22. Data Center Dynamics, “9.4GW SMR-powered data center campus proposed in Utah” (October 1, 2026)
23. POWER Magazine, “TVA gets green light to build first BWRX-300 small modular reactor in the US” (October 1, 2026)
24. Interesting Engineering, “680 MW twin nuclear reactor project advances as site work begins in US” (October 3, 2026)
25. WCHS-TV, “West Virginia exits nuclear campus initiative over spent fuel handling concerns” (October 1, 2026)
26. WV MetroNews, “After ambitious pursuit of nuclear hub, West Virginia splits” (September 30, 2026)
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28. Milwaukee Journal Sentinel (via The Daily Reporter), “Oracle offers to buy nuclear power in Wisconsin” (October 2, 2026)
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30. FOX 2, “Missouri releases 2026 energy plan focused on nuclear power” (October 1, 2026)
31. NJBIZ, “New Jersey energy plans going nuclear under Sherrill task force” (October 2, 2026)
32. Concord Monitor, “New England states show measured optimism about nuclear renaissance, and hesitation to be ‘first of a kind’” (October 2, 2026)
33. World Nuclear News, “Moves to bolster US nuclear workforce development” (October 2, 2026)
34. Notes from Poland, “Poland updates nuclear strategy with delays to launch of first two plants” (October 3, 2026)
35. World Nuclear News, “Polish entrepreneurs invest in SGE’s BWRX-300 projects” (October 2, 2026)
36. Bloomberg, “Billionaire Solowow Eyes 2028 IPO for Polish Nuclear Power Firm SGE” (October 1, 2026)
37. World Nuclear News, “Hinkley Point B second AGR transferred for decommissioning” (October 2, 2026)
38. Energy Live News, “UK to turn fusion research into industrial powerhouse” (October 2, 2026)
39. HazardEx, “UK HSE publishes new guidance for fusion energy facilities” (October 1, 2026)
40. BBC, “Greens back North East data centre pause and no Hartlepool nuclear” (October 2, 2026)
41. Reuters, “Nuclear technology group Steady Energy falls in market debut” (October 2, 2026)
42. World Nuclear News, “NPCIL signs MoU for Gujarat nuclear power projects” (October 2, 2026)
43. BSS (Bangladesh Sangbad Sangstha), “Additional uranium for Rooppur’s first unit reaches plant” (October 4, 2026)
44. New Age BD, “Uranium consignment reaches RNPP in Pabna” (October 3, 2026)
45. World Nuclear News, “First concrete poured for Bailong 2 nuclear power unit” (September 28, 2026)
46. Newsbytes.ph, “DOST awaits further assessment of Camarines Norte uranium find” (October 2, 2026)
47. South China Morning Post, “Philippines’ uranium find a ‘vital’ boost for nuclear energy ambitions” (October 1, 2026)
48. ChosunBiz, “Kepco KPS sells SMR stake at 96% loss, refocuses on maintenance tech” (October 2, 2026)
49. Nuclear Engineering International, “Indonesia finalising SMR location” (October 1, 2026)
50. The Straits Times, “Nuclear fusion can create economic opportunity for Singapore: Tan See Leng” (October 1, 2026)
51. American Nuclear Society, “LLNL researchers characterize hydrogen-uranium corrosion” (October 2, 2026)
52. Streetwise Reports, “Uranium Production Jumps 157% as Costs Fall & Second US Mine Ramps Up” (September 30, 2026)
53. GlobeNewswire, “NANO Nuclear Energy Advances Vertical Integration Strategy” (October 1, 2026)
54. Journal of Commerce, “Ports look to next-gen nuclear to power growing infrastructure” (October 2, 2026)
55. ExecutiveGov, “DOE Allots Up to $400M for FY 2027 Office of Science Funding Call” (October 2, 2026)
56. Interesting Engineering, “Chinese tokamak achieves hydrogen-boron fusion with 100 million reactions a second” (September 29, 2026)
57. Global Times, “China’s ‘artificial sun’ hits new milestone with research campus delivered for use, targets 2030 for first electricity output” (October 1, 2026)
58. General Atomics, “California Governor Signs Fusion Energy Bill Into Law, Strengthening the State’s Leadership in the Global Fusion Industry” (October 2, 2026)
59. Neutron Bytes, “Calif Gov Newsom Signs Bills to Accelerate Fusion and Fission” (September 30, 2026)
60. American Nuclear Society, “DOE funds ORNL and Kyoto Fusioneering test facility” (October 2, 2026)
61. AOL (via The Motley Fool), “Uranium Prices Just Broke a 19-Year Record, but Nuclear Stocks Are Collapsing Anyway” (October 2, 2026)
62. Stocktwits, “SMR Stock Sinks On Huge Revenue Miss, But Here’s Why Retail Is Still Bullish” (October 3, 2026)
63. The Australian, “‘All sides must think again on uranium’” (October 4, 2026)