Browsing Tag
U.S. Department of Energy
50 posts
Is nuclear power’s next bottleneck shifting from reactors to uranium fuel?
Centrus Energy, Urenco, Westinghouse Electric Company and Orano are investing billions across enrichment, HALEU and fuel fabrication as nuclear growth exposes a less visible constraint. The next bottleneck may sit upstream of the reactor itself.
Is the power bottleneck shifting from generation to transformers and switchgear?
Hitachi Energy, Siemens Energy, Hammond Power Solutions, GE Vernova and Schneider Electric are expanding or redesigning critical grid equipment as transformer and switchgear availability emerges as a constraint on data centers, electrification and power projects.
Standard Nuclear backlog reaches $576.9m as funded TRISO orders rise fourteenfold since March
Standard Nuclear’s total backlog has risen to $576.9 million after new TRISO fuel agreements, but only $119.3 million is currently funded and binding, making backlog quality as important as the headline growth.
AEP’s $4.2bn Ohio transmission opportunity moves closer as OpenAI locks in massive AI load
OpenAI’s 20-year Ohio lease strengthens the commercial case behind AEP’s planned $4.2 billion transmission build as AI electricity demand reshapes utility investment.
AI needs power, and Valar Atomics just raised $1bn to build reactor fleets
Valar Atomics’ $1 billion fundraise and $200 million credit facility give the nuclear startup fresh capital to move from Ward 250 criticality toward fleet-scale reactor production for AI, industrial power and clean fuels.
American Electric Power’s AEP Texas secures $3.26bn grid loan as AI demand reshapes power infrastructure
Read how American Electric Power’s $3.26bn AEP Texas grid loan could reshape AI-era power demand, infrastructure growth and utility sentiment.
Plug Power (NASDAQ: PLUG) faces a pivotal June dilution vote and cash deadline
Plug Power (NASDAQ: PLUG) rallied 316% on a DOE lifeline, but a June dilution vote and a US$142m cash deadline now decide whether the turnaround holds.
Why TerraPower’s Natrium deal with HD Hyundai could reshape advanced reactor supply chains
HD Hyundai’s TerraPower Natrium deal could reshape advanced nuclear manufacturing. Find out what it means for reactor supply chains today!
Interlune wins NASA backing as Moon mining shifts from concept to hardware
Moon mining still sounds distant. Interlune’s NASA award shows how helium-3 demand may turn lunar science into commercial infrastructure.
X-energy advances SMR commercialization with TRISO-X HALEU license and long-term graphite supply deal
Discover how TRISO-X’s NRC license and X-energy’s supply deals could unlock fleet-scale SMR deployment and reshape America’s advanced nuclear future.