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NNE+2.81%
NANO Nuclear Energy
$27.45
UROY+1.01%
Uranium Royalty Corp
$4.00
OKLO+0.95%
Oklo Inc
$72.51
FLR-15.21%
Fluor Corp
$43.31
EU-11.50%
enCore Energy
$1.66
UUUU-8.44%
Energy Fuels
$21.38

U3O8 Spot Price

$86.25/lb
0.62%
Long-Term$80.00
UF6 Conv.$160.00
SWU$120.00

Market Sentiment

The Three Mile Island Unit 1 reactor in Pennsylvania is scheduled for restart to meet escalating electricity demands from AI data centers [1]. Blue Energy Company plans to build a nuclear steam-turbine facility in Texas, starting with GE Vernova gas turbines and transitioning to GE Hitachi nuclear reactors [4]. TerraPower has initiated construction on its Natrium advanced reactor at the Kemmerer site in Wyoming and broken ground for a cGMP medical isotopes production facility [8]. Ontario has approved a CAD300 million cost-sharing agreement with Bruce Power for pre-development work on the 4,800 MW Bruce C nuclear station through 2030 [10]. The US Department of Transportation's Maritime Administration is exploring small modular reactors for commercial shipping applications [11]. Rosatom completed concrete pouring for the foundation of the third unit at Kursk II nuclear power plant ahead of schedule [14].

Restart of Three Mile Island nuclear plant to supply power for AI data centers in Pennsylvania [1]Blue Energy's hybrid gas-to-nuclear project in Texas involving GE Vernova and GE Hitachi technologies [4]TerraPower's construction commencement on Kemmerer Natrium reactor and isotopes facility in Wyoming [8]

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Nuclear Intelligence Feed

@insiderwireThree Mile Island Set to Restart for AI Power Needs·
@InsiderWireThree Mile Island Nuclear Plant Set to Restart Amid AI Power Demand·
@insiderwireThree Mile Island Nuclear Plant to Restart Amid AI Demand Surge·
@NEIBlue Energy Announces Gas-to-Nuclear Project in Texas·
@NEIBlue Energy Plans Gas-to-Nuclear Transition in Texas·
@NEIBlue Energy Announces Gas-to-Nuclear Hybrid Power Plant in Texas·
@NEIBlue Energy Announces Gas-to-Nuclear Hybrid Project in Texas·
@TerraPowerTerraPower Celebrates Construction Start and Groundbreaking for Isotopes Facility·
@TerraPowerTerraPower Starts Construction on Kemmerer Natrium Reactor and Isotopes Facility·
Power EngineeringOntario advances Bruce C nuclear project with $300M pre-development agreement·
WNNUSA to examine SMRs for commercial shipping·
@BWXTOntario Advances Bruce C Nuclear Project with $300M Agreement·
@BWXTOntario Finalizes $300M Pre-Development Agreement for Bruce C Nuclear Project·
WNNConcreting completed of Kursk II's third reactor building foundation·
WNNFunding boost for Bruce C pre-development work·
Atomic InsightsAtomic Show #344 – Jarret Adams, Founder Full On Communications·
Utility DiveWill DOE’s ‘nuclear lifecycle innovation campuses’ solve the US nuclear waste problem?·
Mining.comAustralian state of New South Wales considers lifting uranium ban·
NRCNRC Proposes Major Update to Rules for Medical and Industrial Radioactive Materials·
@NuScale_PowerNuScale Power Reports Q1 2026 Financial Results·
@NuScale_PowerNuScale Power Reports First Quarter 2026 Financial Results·
@NRCgovNRC Staff Briefs Commission on Nuclear Fuel Programs·
@NRCgovNRC Staff Briefs Commission on Fuel and Spent Fuel Programs·
@quakes99Guangdong Province Prioritizes 7 New Nuclear Reactor Projects·
@quakes99Guangdong Province Prioritizes 7 New Nuclear Projects for Site Preparation·
@quakes99US Utilities Pursue Loan Guarantees for Up to 20 New AP1000 Reactors·
@quakes99US Utilities Seek DOE Loan Guarantees for Up to 10 AP1000 Reactors·
@quakes99CME Group to Introduce Physically Settled Uranium Futures Contracts·
@quakes99Ontario Secures $300M Agreement to Advance Bruce C Nuclear Expansion·
@quakes99Ontario Secures $300M Agreement for Bruce C Nuclear Pre-Development·
@NRCgovNRC Proposes Updates to Radioactive Materials Rules·
@NRCgovNRC Proposes Comprehensive Updates to Radioactive Materials Regulations·
@NRCgovNRC Proposes Updates to Rules for Radioactive Materials Use·
@NRCgovNRC Proposes Comprehensive Updates to Radioactive Materials Rules·
WNNPermission granted for commissioning work on Akkuyu 2·
NRCNRC Schedules Open House to Discuss Monticello Power Plant Performance·
WNNFuel loading completed at two new Chinese units·
NRCNRC to Host Public Meeting on Farley Nuclear Plant’s 2025 Safety Performance·
Power EngineeringThis 2.5 GW collaboration aims to advance the first ‘gas-plus-nuclear’ plant·
NRCNRC Launches Accelerated Review of Radiant’s Application for Special Nuclear Material License·
WNNNorwegian municipalities initiate investigation work·
WNNKey AERB approval issued for Kudankulam 5 and 6·
NRCNRC Schedules Open House to Discuss Point Beach Power Plant Performance·
Power EngineeringCan this new partnership help accelerate nuclear deployment in the US?·
NRCNRC Advisory Committee on Reactor Safeguards to Fill Open Position·
WNNDarlington SMR project's foundation module milestone·
WNNFuel loading begins at Changjiang 3·
NRCNRC Extends St. Lucie Nuclear Plant Operations Into the 2060s·
NRCNRC to Hold Regulatory Conference on Safety Issue at Surry Nuclear Plant·
EIADOE has released 17.5 million barrels from the Strategic Petroleum Reserve since March·
@insiderwireThree Mile Island Set to Restart for AI Power Needs·
@InsiderWireThree Mile Island Nuclear Plant Set to Restart Amid AI Power Demand·
@insiderwireThree Mile Island Nuclear Plant to Restart Amid AI Demand Surge·
@NEIBlue Energy Announces Gas-to-Nuclear Project in Texas·
@NEIBlue Energy Plans Gas-to-Nuclear Transition in Texas·
@NEIBlue Energy Announces Gas-to-Nuclear Hybrid Power Plant in Texas·
@NEIBlue Energy Announces Gas-to-Nuclear Hybrid Project in Texas·
@TerraPowerTerraPower Celebrates Construction Start and Groundbreaking for Isotopes Facility·
@TerraPowerTerraPower Starts Construction on Kemmerer Natrium Reactor and Isotopes Facility·
Power EngineeringOntario advances Bruce C nuclear project with $300M pre-development agreement·
WNNUSA to examine SMRs for commercial shipping·
@BWXTOntario Advances Bruce C Nuclear Project with $300M Agreement·
@BWXTOntario Finalizes $300M Pre-Development Agreement for Bruce C Nuclear Project·
WNNConcreting completed of Kursk II's third reactor building foundation·
WNNFunding boost for Bruce C pre-development work·
Atomic InsightsAtomic Show #344 – Jarret Adams, Founder Full On Communications·
Utility DiveWill DOE’s ‘nuclear lifecycle innovation campuses’ solve the US nuclear waste problem?·
Mining.comAustralian state of New South Wales considers lifting uranium ban·
NRCNRC Proposes Major Update to Rules for Medical and Industrial Radioactive Materials·
@NuScale_PowerNuScale Power Reports Q1 2026 Financial Results·
@NuScale_PowerNuScale Power Reports First Quarter 2026 Financial Results·
@NRCgovNRC Staff Briefs Commission on Nuclear Fuel Programs·
@NRCgovNRC Staff Briefs Commission on Fuel and Spent Fuel Programs·
@quakes99Guangdong Province Prioritizes 7 New Nuclear Reactor Projects·
@quakes99Guangdong Province Prioritizes 7 New Nuclear Projects for Site Preparation·
@quakes99US Utilities Pursue Loan Guarantees for Up to 20 New AP1000 Reactors·
@quakes99US Utilities Seek DOE Loan Guarantees for Up to 10 AP1000 Reactors·
@quakes99CME Group to Introduce Physically Settled Uranium Futures Contracts·
@quakes99Ontario Secures $300M Agreement to Advance Bruce C Nuclear Expansion·
@quakes99Ontario Secures $300M Agreement for Bruce C Nuclear Pre-Development·
@NRCgovNRC Proposes Updates to Radioactive Materials Rules·
@NRCgovNRC Proposes Comprehensive Updates to Radioactive Materials Regulations·
@NRCgovNRC Proposes Updates to Rules for Radioactive Materials Use·
@NRCgovNRC Proposes Comprehensive Updates to Radioactive Materials Rules·
WNNPermission granted for commissioning work on Akkuyu 2·
NRCNRC Schedules Open House to Discuss Monticello Power Plant Performance·
WNNFuel loading completed at two new Chinese units·
NRCNRC to Host Public Meeting on Farley Nuclear Plant’s 2025 Safety Performance·
Power EngineeringThis 2.5 GW collaboration aims to advance the first ‘gas-plus-nuclear’ plant·
NRCNRC Launches Accelerated Review of Radiant’s Application for Special Nuclear Material License·
WNNNorwegian municipalities initiate investigation work·
WNNKey AERB approval issued for Kudankulam 5 and 6·
NRCNRC Schedules Open House to Discuss Point Beach Power Plant Performance·
Power EngineeringCan this new partnership help accelerate nuclear deployment in the US?·
NRCNRC Advisory Committee on Reactor Safeguards to Fill Open Position·
WNNDarlington SMR project's foundation module milestone·
WNNFuel loading begins at Changjiang 3·
NRCNRC Extends St. Lucie Nuclear Plant Operations Into the 2060s·
NRCNRC to Hold Regulatory Conference on Safety Issue at Surry Nuclear Plant·
EIADOE has released 17.5 million barrels from the Strategic Petroleum Reserve since March·

Market Intelligence

US grants license for new nuclear reactor in 2026?

Yes64%

Will Germany have nuclear power again before 2030?

Yes10%

Will we have a functioning, energy-producing, nuclear fusion reactor by 2033?

Yes28%

Global Nuclear Pipeline

OperatingReactors worldwide
415
ConstructionUnder build
60
PlannedProposed units
110+
SMR PipelineActive projects
50+

Source: IAEA PRIS 2026