Industry Update—November 2025

November 17, 2025, 12:00PMNuclear Newsadvanced reactor marketplace, business developments, contracts,

Here is a recap of recent industry happenings:

ADVANCED REACTOR MARKETPLACE

TerraPower’s Natrium plans for Wyoming, Utah move forward

TerraPower has reported a number of developments related to its Natrium sodium fast reactor project. In the project’s fifth round of procurement awards, the company awarded three supplier contracts to support the Natrium plant’s construction, which is underway in Kemmerer, Wyo., and is expected to be completed in 2030. AvanTech will design advanced sodium processing system modules and supporting skids for the Natrium plant, as well as fabricate and deliver the test and fill facility cold trap skid. Structural Integrity Associates will design and fabricate the sodium cover gas gamma spectroscopy analysis cabinet, a radiation monitoring system. PAR Systems will design and fabricate the pool handling machine, a specialized crane system for spent fuel pool operations.

UC awards $8M to help solve fusion energy challenges

November 17, 2025, 9:30AMNuclear News
Experiments in the lab of Farhat Beg at UC San Diego. Beg is coleading one of two teams of UC researchers awarded $4 million to research fusion energy. (Photo: David Baillot/UC San Diego)

The University of California, through its Initiative for Fusion Energy, has awarded $8 million in multicampus research grants, in partnership with UC-managed national laboratories, to fund research aimed at accelerating progress toward fusion energy.

A trip abroad

November 17, 2025, 7:01AMNuclear NewsHash Hashemian

Hash Hashemian president@ans.org

In my August column in Nuclear News, I reflected on the importance of ANS’s annual conferences for bringing together our nuclear community at the national level. In September, after speaking at Tennessee’s Nuclear Opportunities Workshop, I focused my NN column that month on the value of state-level conferences.

Also in September, alongside ANS Executive Director/CEO Craig Piercy, I shifted my focus to another key front in nuclear collaboration, the international stage, by attending the General Conference of the International Atomic Energy Agency in Vienna.

The timing of the IAEA’s General Conference could not have been better; it took place the same week the U.S. and U.K. kicked off a new wave of transatlantic partnerships in the nuclear sector between both government and industry. This fortuitous overlapping gave us a timely and concrete reminder of international collaboration’s unparalleled benefits.

The General Conference was an expectedly busy event. To cover as much ground as possible, Piercy and I took turns attending either the U.S. delegation meetings with other countries or the General Assembly of the IAEA, where the American Nuclear Society has a seat among other critical nongovernmental organizations.

We listened to presentations by several of the 180 IAEA member states, including, of course, the United States. Aside from ANS, the U.S. presence at the conference included U.S. Secretary of Energy Chris Wright, NRC Chair David Wright, and DOE Assistant Secretary of Nuclear Energy Ted Garrish.

U.S. representation was further bolstered by an industry delegation that included 65 participants from 32 companies, many of whom used the opportunity to report progress on their plans for the international expansion of their nuclear fleets. Meetings of that industry delegation were coordinated by the Nuclear Energy Institute.

Aside from the main conference, Piercy and I also attended the embedded meetings of the International Nuclear Society Council. INSC exists to facilitate knowledge-sharing and collaboration between 18 different member nuclear societies from around the world.

The INSC meetings within the General Conference brought together the presidents and senior members of those societies to give presentations and explore new opportunities. I made a presentation on the state of nuclear in North America, covering the latest developments and deployments in the U.S. and Canada.

This presentation emphasized the new nuclear lift in the U.S. that is being heavily supported by the Trump administration. I recapped the four executive orders issued by President Trump in May, the recent momentum at the DOE, and how these changes are capitalizing on a broader groundswell in both industry development and public support.

I also pointed out the success of our neighbor Canada in progressing on the first water-cooled small modular reactor in North America using BWRX-300 technology, which was supplied by an American firm and international partners—a perfect symbol of the value of global nuclear collaboration.

In all, I have now represented ANS at the state, national, and international levels, gaining useful insight into the work that needs to be done at each. From this vantage point, it’s clear to me that the path forward from the country to the globe is to, above all else, keep working together and supporting each other to bring about the next age of nuclear.

The progress so far: An update on the Reactor Pilot Program

November 14, 2025, 12:10PMUpdated November 15, 2025, 12:30PMNuclear News
Members of the Aalo team at the first ground-breaking ceremony for a project accelerated by the Reactor Pilot Program. (Photo: Aalo Atomics)

It has been about three months since the Department of Energy named 10 companies for its new Reactor Pilot Program, which maps out how the DOE would meet the goal announced in May by Executive Order 14301 of having three reactors achieve criticality by July 4, 2026.

Mike Kramer: Navigating power deals in the new data economy

November 14, 2025, 3:03PMNuclear NewsSusan Gallier
This summer, turbine specialists inspected and restored the Crane Clean Energy Center’s approximately 800-ton main turbine. (Photo: Constellation)

Mike Kramer has a background in finance, not engineering, but a combined 20 years at Exelon and Constellation and a key role in the deals that have Meta and Microsoft buying power from Constellation’s Clinton and Crane sites have made him something of a nuclear expert.

Kramer spoke with Nuclear News staff writer Susan Gallier in late August, just after a visit to Clinton in central Illinois to celebrate a power purchase agreement (PPA) with Meta that closed in June. As Constellation’s vice president for data economy strategy, Kramer was part of the deal-making—not just the celebration.

The race to put a nuclear reactor on the moon

November 14, 2025, 9:30AMANS Nuclear Cafe
Concept art of a fission surface power system on the surface of the moon. (Image: Lockheed Martin)

The “space race” is once again making headlines, with technology worthy of the 21st century. Like the Cold War–era competition, this race too is about showcasing power—but this time it's nuclear power.

A new article in Power Technology examines the competing efforts of the United States, Russia, and China as they strive to be the first to put a nuclear reactor on the moon to power a lunar base, detailing the technical challenges and international rivalries.

New Mexico Nuclear Alliance begins its advocacy work

November 14, 2025, 7:02AMANS Nuclear Cafe

The New Mexico Nuclear Alliance made its official debut as a nuclear energy advocate in late October, when founder Scott Lopez spoke with state lawmakers during a meeting of the New Mexico legislature’s Science, Technology and Telecommunications Committee, held at New Mexico State University in Las Cruces.

Construction begins on UNITY-2 fusion fuel cycle test facility

November 13, 2025, 12:09PMNuclear News
Concept art of the UNITY-2 tritium fuel cycle test facility. (Image: Kyoto Fusioneering)

Canada’s Fusion Fuel Cycles Inc. (FFC), a joint venture between Canadian Nuclear Laboratories and Japan’s Kyoto Fusioneering, announced that it has officially entered the construction phase of its flagship project, the Unique Integrated Testing Facility (UNITY-2), at CNL’s Chalk River Laboratories in Ontario.

Beyond Nuclear brings interim storage case back to Supreme Court

November 13, 2025, 7:03AMRadwaste Solutions

The U.S. Supreme Court may once again scrutinize the Nuclear Regulatory Commission’s authority to license consolidated interim storage facilities for commercial spent nuclear fuel. The antinuclear group Beyond Nuclear has filed a petition with the court for a writ of certiorari review of an August 2024 appeals court decision rejecting the group’s lawsuit against the licensing of Holtec International’s New Mexico storage facility, the HI-STORE CISF.

NSDA approved for Oklo’s Aurora Fuel Fabrication Facility

November 13, 2025, 7:02AMNuclear News
Concept art of the Aurora Powerhouse. (Image: Oklo)

The Department of Energy’s Idaho Operations Office has approved the Nuclear Safety Design Agreement (NSDA) for Oklo Inc.’s Aurora Fuel Fabrication Facility (A3F) at Idaho National Laboratory. The A3F is being built to fabricate fuel assemblies for Oklo’s Aurora Powerhouse, a liquid metal–cooled, metal-fueled fast reactor with a maximum power of 75 MWe.

X-energy begins irradiation testing at INL

November 12, 2025, 3:01PMNuclear News
The Advanced Test Reactor site at Idaho National Laboratory. (Photo: INL)

Advanced reactor and fuel developer X-energy has officially begun confirmatory irradiation testing at Idaho National Laboratory on its TRISO-X fuel. The testing, which is taking place over the course of the next 13 months, will evaluate the fuel across a variety of operating scenarios and—if all goes according to plan—will be instrumental in qualifying it for commercial use.

ANS Winter Conference: Nuclear start-ups applaud DOE executive order on reactor testing

November 12, 2025, 12:00PMNuclear News

At the American Nuclear Society’s Winter Conference & Expo, leaders of advanced reactor start-ups Radiant Industries, Oklo, and Valar Atomics praised the Department of Energy’s Reactor Pilot Program, in which the companies are participating. The program aims to get at least three reactors on line by July 4, 2026.

BWXT and Purdue University team up on nuclear research

November 12, 2025, 9:30AMNuclear News
Purdue president Mung Chiang, left, and BWXT senior vice president and chief corporate affairs officer Suzy Sterner display their signed agreement on collaboration. (Photo: BWXT)

BWX Technologies and Purdue University have signed a memorandum of understanding to collaborate on research focused on next-generation nuclear technologies, including small modular reactors and microreactors.

ANS Winter Conference: DOE, NRC leaders stress need for speedier nuclear approval

November 10, 2025, 2:22PMNuclear News
U.S. Energy Secretary Chris Wright (left) and U.S. NRC Chair David Wright speaking Monday morning at the ANS Winter Conference & Expo. (Photo: ANS)

During speeches at the American Nuclear Society’s Winter Conference & Expo, happening this week in Washington, D.C., Energy Secretary Chris Wright and Nuclear Regulatory Commission Chair David Wright both promised that the Trump administration will speed up nuclear reviews so the U.S. can maintain leadership in nuclear energy.

The DOE’s Wright took a stab at the NRC’s traditionally slow bureaucratic processes in approving primarily large light water reactors in the past, saying that the agency needs to speed up to meet the greater demand for new small modular reactors.

St. Lucie dry storage campaign completed in record time, Holtec says

November 10, 2025, 7:00AMRadwaste Solutions
The St. Lucie ISFSI with Holtec’s HI-STORM casks installed in the foreground. (Photo: Holtec)

Holtec International has completed a spent nuclear fuel dry storage campaign at NextEra Energy’s St. Lucie nuclear power plant in record time, according to the company. Twelve of Holtec's HI-STORM FW cask systems were loaded to the plant’s independent spent fuel storage installation (ISFSI) in little over one month. In total, 144 spent fuel assemblies were moved from St. Lucie’s used fuel pools to the ISFSI pad.

Nuclear News 40 Under 40—2025

November 7, 2025, 2:59PMNuclear News

Last year, we proudly launched the inaugural Nuclear News 40 Under 40 list to shine a spotlight on the exceptional young professionals driving the nuclear sector forward as the nuclear community faces a dramatic generational shift. We weren’t sure how a second list would go over, but once again, our members resoundingly answered the call, confirming what we already knew: The nuclear community is bursting with vision, talent, and extraordinary dedication.