Industry

Here is a recap of industry happenings from the recent past:

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DOD selects companies for its installations microreactor program

The Department of Defense has selected eight technology companies as being eligible to seek funding for developing microreactor technologies as part of the DOD’s Advanced Nuclear Power for Installations program. That program seeks to “design, license, build, and operate one or more microreactor nuclear power plants on military installations . . . to support global operations across land, air, sea, space, and cyberspace.” The selected companies are Antares Nuclear, BWXT Advanced Technologies, General Atomics Electromagnetic Systems, Kairos Power, Oklo, Radiant Industries, Westinghouse Government Services, and X-energy. Specific objectives of the DOD program are to “field a decentralized scalable microreactor system capable of producing enough electrical power to meet 100 percent of all critical loads” and to “utilize the civil regulatory pathways of the Nuclear Regulatory Commission to stimulate commercial nuclear microreactor technology development and the associated supply chains in the U.S.”

Korsnick

In the Nuclear Energy Institute’s annual State of the Nuclear Energy Industry report, NEI president and CEO and Maria Korsnick expressed optimism about the nuclear industry and she issued a call to action.

Her address was part of NEI’s Nuclear Energy Policy forum. The forum, being held in Washington, D.C., on May 20 and May 21, brings together industry leaders, policy stakeholders, and clean energy experts to discuss nuclear advocacy. Korsnick’s remarks focused on the private capital flowing into the industry, progress on regulatory reform and new nuclear technology, and how the U.S. is trying to take the lead on the global nuclear stage.

“We are here at an unprecedented time in our industry history,” Korsnick said. “I’m proud to say that the nuclear industry has a future of unlimited potential.”

SHINE Technologies, a fusion company building what is set to be the world’s largest medical isotope production facility at its Wisconsin campus, announced that it has agreed to acquire the single photon emission computed tomography (SPECT) business from Lantheus, a radiopharmaceutical-focused company based in Massachusetts.

Here is a recap of industry happenings from the recent past:

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TerraPower’s Natrium reactor advances on several fronts

TerraPower has continued making aggressive progress in several areas for its under-construction Natrium Reactor Demonstration Project since the beginning of the year. Natrium is an advanced 345-MWe reactor that has liquid sodium as a coolant, improved fuel utilization, enhanced safety features, and an integrated energy storage system, allowing for a brief power output boost to 500-MWe if needed for grid resiliency. The company broke ground for its first Natrium plant in 2024 near a retiring coal plant in Kemmerer, Wyo.

DTE Energy, the owner of Fermi nuclear power plant in Michigan, is considering an extended uprate for Unit 2 that would increase its 1,100-MW generation capacity by 150 MW.

The Department of Energy’s Office of Environmental Management has awarded a five-year contract worth up to $74.8 million to Independent Strategic Management Solutions for professional support services at the Oak Ridge Office of Environmental Management site in Oak Ridge, Tenn.

In a Q&A posted on TVA’s website last week about a “new nuclear heyday,” Bob Deacy shared his vision for the Clinch River nuclear site in Oak Ridge, Tenn.—and some news about next steps for the company’s small modular reactor plans.

The Tennessee Valley Authority’s senior vice president for the Clinch River project, Deacy described his vision for up to four SMRs built on plots smaller than a football field with state-of-the-art digital equipment and a newly trained workforce providing reliable 24/7 power to the grid.

The Department of Energy’s Office of Environmental Management announced it has awarded a contract worth nearly $153 million to North Wind Dynamics for infrastructure support services at the DOE’s Paducah Site in Kentucky. According to DOE-EM, the company, a small business based in Idaho Falls, Idaho, was chosen based on “key personnel, organization, and management approach, past performance, and value to taxpayers.”

James Conca

Nuclear is—period. But don’t take my word for it: ask the United Nations. The 2021 report Life Cycle Assessment of Electricity Generation Options, by the UN Economic Commission for Europe (UNECE), shows that nuclear has the lowest overall impacts on human health and the environment, by any measure and from any perspective.

In his 1938 article “Economics in Eight Words,” Walter Morrow really hit the nail on the head when he quipped, “There’s no such thing as a free lunch.” Although he was referring to the olden days when saloons offered free lunches only if you bought alcoholic drinks, it is perfectly suited to the energy industry.

Researchers at GE Hitachi Nuclear recently completed a successful test on potential new building blocks made of steel-concrete composite.

Gary Adkins

Subsequent license renewal (SLR) authorizes nuclear power plants to operate for an additional 20 years beyond the 60 years of the initial license (years 1–40) and the first license renewal (years 41–60). NUREG-2191, Generic Aging Lessons Learned for Subsequent License Renewal (GALL-SLR), and NUREG-2192, Standard Review Plan for Review of Subsequent License Renewal Applications (SRP-SLR), were issued in July 2017 and provide guidance for generic evaluation of plant aging management programs and reviews of SLR applications, respectively, by Nuclear Regulatory Commission staff.

The first SLR application was submitted to the NRC for review in January 2018. A total of 10 additional SLR applications addressing 20 operating units have been submitted to the NRC. Nine operating units have been approved by the NRC, and 13 units are under review. These 22 units do not have any issues, including operating experience issues, precluding them from achieving a renewed license.

Craig Piercy
cpiercy@ans.org

This month’s Nuclear News pays tribute to the people and projects that keep our nuclear power plants running.

In the nuclear industry, “life extension” is a venerable term that broadly describes the care required to sustain the safe and efficient operation of large, complex energy generation facilities for decades to come, some of which you will read about in these pages.

Of late, however, the general concept of life extension has also taken a firmer hold in our societal consciousness.

Whether we absorb it from Instagram videos about some Silicon Valley techie’s quest for immortality or sense it in one of the thousands of dryly written journal articles documenting our increasing ability to control and change life at the molecular level, the promise of extended life and health has universal appeal—and it’s never seemed more within reach than it does right now.

In the high-stakes world of power generation, ensuring continuous operation and reducing downtime are central priorities. With the increasing complexity of power generation systems, maintenance practices are evolving to meet these demands more efficiently. Understanding the roles of Predictive Maintenance (PdM), Preventive Maintenance (PM), and Reactive Maintenance (Run-to-Failure) is crucial for maintenance professionals in the energy sector to make informed decisions about equipment management and long-term operational strategy.

Lisa Marshall
president@ans.org

Global partnerships advance the nuclear enterprise, demonstrating commitment to energy security, supply chain buildout, and economic and human development. Collaborations remain imperative, keeping these things in mind:

Approximately half of the 400-GW reactor fleet will be retiring by 2040.¹

The forecasted need for new nuclear is 300–600 GW by 2050.

There is a need to counter the build-own-operate model.²

Appropriate funding and financing mechanisms are needed.

Host country regulatory oversight is paramount.

By 2050, there will be 4 million nuclear professionals supporting the industry.³

Here is a recap of industry happenings from the recent past:

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Texas universities evaluating SMRs for water desalination

Natura Resources has signed a memorandum of understanding with two Texas universities—Texas Tech University and Abilene Christian University—to evaluate the integration of the company’s molten salt small modular reactor technology with water desalination systems. The collaboration includes Texas Tech’s Texas Produced Water Consortium, which was established by the Texas legislature in 2021 to explore the potential benefits of using treated produced water for purposes outside of the oil and gas industry of the Permian Basin. Produced water is salty or brackish hydrocarbon-containing water that is produced as a byproduct of oil and gas extraction. The stated goal of the new collaboration is to develop “a sustainable solution for water scarcity by purifying produced water from oil and gas operations, making it available for agricultural and other beneficial uses.” Abilene Christian University is planning to host the first deployment of Natura Resources’ Natura MSR-1, a 1-MWt molten salt research reactor.

Meirzhan Yussupov

As Western countries accelerate their decarbonization efforts, nuclear power is set to play a key role in achieving net-zero emissions by 2050. For instance, the United Kingdom’s goal of expanding nuclear capacity to 24 gigawatts by mid-century, meeting 25 percent of projected electricity demand, highlights the need for reliable, low-carbon energy sources. As the world’s top uranium producer, Kazakhstan is poised to be a vital partner in this transition, supplying the fuel that powers nuclear reactors and supports the U.K.’s and other Western countries’ clean energy goals.

At COP28 in 2023, the International Atomic Energy Agency emphasized the urgent need to accelerate deployment of nuclear power to achieve net-zero carbon emissions. This sentiment was reinforced the following year at COP29, where 31 countries committed to tripling nuclear capacity by 2050 to meet global climate goals. These developments highlight the growing recognition of nuclear energy’s role in providing reliable, low-carbon power essential for a sustainable future.

Fiona Rayment

Shaping the global nuclear future requires an understanding of nuclear’s role in addressing national and energy security endeavors together with foresight into the energy sector’s future needs. Nuclear typically produces reliable baseload electricity, but it could also play an important role in economically viable cogeneration. In addition, future electricity demand will require significant enhancements to baseload generation. Addressing these challenges requires a combination of innovation, collaboration, capacity enhancements, and focused strategic investments.

Nuclear is increasingly recognized as essential to enabling energy security and achieving net-zero emissions. The United Kingdom has demonstrated leadership in this area, with initiatives such as the Young Generation Network’s global #NetZeroNeedsNuclear campaign at COP26 in Glasgow, Scotland. Efforts like these are impossible without international collaboration.

Patrick Fragman, Westinghouse’s chief executive, said in a recent interview with Politico that the U.S. and Europe are still ideal partners on nuclear power.

Even though President Trump’s latest policy moves are straining some U.S. relations with nations, “Westinghouse stresses it’s a private company that is now Canadian-owned—and that nuclear projects function on a time scale that extends beyond politicians,” Fragman told Politico.

For the full Politico article, click here.

Craig Piercy
cpiercy@ans.org

I find myself saying the expression above a lot these days—to my kids, my wife, my friends, and colleagues. Most recently, I said it to the person sitting next to me after the pilot of our plane—bound for Reagan National Airport a day after the collision of AA flight 5342 and a military Blackhawk helicopter—aborted the landing at the last minute.

I am not sure where I picked up this pronouncement, but I find it to be apropos to the topsy-­turvy moment where we find ourselves in 2025. In addition to the first U.S. commercial airline crash in 15 years, we are witnessing a new presidential administration in its infancy playing by the Silicon Valley rules of “move fast, break things.” We’ve seen DeepSeek, the low-cost Chinese AI that reportedly uses 50–75 percent less energy than its NVIDIA-powered counterparts, tank Constellation’s market value by more than 20 percent in one late-January trading day.

Here is a recap of industry happenings from the recent past:

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BWRX-300 SMR deployment partnership developed

Several U.S. utility companies and supply chain partners have formed a coalition to accelerate deployment of GE Hitachi Nuclear Energy’s BWRX-300 small modular reactor. The coalition, which has applied for $800 million in funding from the Department of Energy’s Generation III+ SMR program, is led by the Tennessee Valley Authority and includes GEH, Bechtel, BWX Technologies, Duke Energy, Electric Power Research Institute, Indiana Michigan Power, Oak Ridge Associated Universities, Sargent & Lundy, Scot Forge, other utilities and advanced nuclear project developers, and the State of Tennessee. TVA previously selected the BWRX-300 SMR for possible deployment at the Clinch River site, near Oak Ridge, Tenn. If the new coalition is awarded the requested DOE funding, TVA intends to accelerate construction of the first SMR at this site by two years, planning for commercial operation by 2033.