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USA · Utilities
Other large fleet owners
Placeholder row: these likely outrank Vistra and Talen on capacity
Share of US nuclear capacity (~97 GW)
Not yet sourced
Open roles
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no public job board
Federal awards
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none found
Last private raise
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no Form D on file
SEC filings
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not an SEC filer
Coming up
POLICYRussian uranium import ban: waiver period
DOE can grant waivers for Russian enriched uranium until Jan 1, 2028; after that the ban is absolute. Affects Fission.
+ THESISPOLICY45Y / 48E: all other clean power and storage
Full credit for projects beginning construction through 2033; 75% for 2034 starts, 50% for 2035, none from 2036. Affects Fission.
+ THESISPOLICYDOE Energy Dominance Financing: Constellation and Alliant
Up to $5B conditional loan to Constellation for nuclear uprates (~1.1 GW) and a closed $5.1B loan to Alliant for gas, storage and upgrades (~2.6 GW). The office (formerly the Loan Programs Office) has over $300B of authority. Affects Fission.
+ THESISPOLICYDOE adds helium to the Critical Material List
DOE added helium to its Critical Material List, citing semiconductors, natural-gas leak testing and quantum computing. Helium also cools fusion magnets and high-temperature gas reactors. Affects Fission.
+ THESISPROJECTDOE approves cost-shared funding for Southern-backed molten salt reactor test
The DOE approved cost-shared funding for the accelerated final stage of the Molten Chloride Reactor Experiment, involving Southern Company, Core Power and Idaho National Laboratory. First criticality could come as early as 2027, and no revenue contribution was disclosed.
ad-hoc-news.de →+ THESISREGULATORYNRC issues construction permit for TVA's Clinch River BWRX-300 SMR
TVA received an NRC construction permit for one GE Vernova Hitachi BWRX-300 at its Clinch River site near Oak Ridge, Tennessee, with up to 300 MW. TVA said significant nuclear construction will wait until more site-specific work is completed. Date is a best estimate from the article's relative timestamp and the expected Tuesday ceremony.
wate.com →+ THESISPARTNERSHIPGeorgia Power and Google agree on Vogtle and Hatch nuclear uprate
Georgia Power and Google announced an agreement to expand output at Vogtle and Hatch nuclear units, creating a new nuclear uprate tariff. The deal still needs Georgia Public Service Commission approval (Docket 44280). Date is approximate, inferred from a relative timestamp.
finance.yahoo.com →+ THESISREGULATORYDominion asks NRC to renew North Anna early site permit for 20 years
Dominion Energy Virginia requested renewal of the North Anna early site permit, which otherwise expires November 27, 2027. Dominion said a third traditional reactor at North Anna is on hold, while keeping options open for traditional or advanced reactors. Year inferred from a relative timestamp.
world-nuclear-news.org →+ THESISPOLICYDOE Energy Dominance Financing: 10 large reactors
Up to $17.5B in conditional loans for ten Westinghouse AP1000 reactors at five sites; partners must commit $1B equity per project. Utility selections expected in the second half of 2026. Affects Fission.
+ THESISREGULATORYNorth Carolina bill would require Duke nuclear approval before other baseload retirements
A rewritten North Carolina bill would require Duke Energy to gain approval to build additional nuclear plants before retiring other baseload plants. It is a bill, not enacted law, as of the article date.
wunc.org →+ THESISHow it works
Today's fleet and most near-term SMRs. Uranium fuel heats ordinary water under high pressure; the steam spins a turbine and the water is cooled and pumped back.
OPEN IN 3D →No public filings, raises or hiring trend to read yet.
Read from SEC 8-Ks (bankruptcy, default, delisting, restatement, impairment, restructuring), cash runway in annual reports, Form D raises and the 30-day hiring trend. A prompt to look closer, not a credit rating.
No public job board on Greenhouse, Lever or Ashby, so hiring isn't tracked for this company yet.
No federal grants, contracts or loans found on USAspending.gov under this company's US entity name.
STEP 4/6 · AT RISK HALEU is the bottleneckMost advanced designs need HALEU (5–20% enriched), with no commercial US supply at scale yet.
STEP 4/4 · WATCH Office relaunched as Energy Dominance FinancingLending shifts toward nuclear and utility expansions (AP1000 offers, Constellation uprates).
Sources: company job boards (daily), SEC EDGAR, USAspending.gov, and the reviewed technology spreadsheets. Public records only cover US entities, so foreign companies and private firms that don't file will show gaps.
Policy that applies
No minerals, policies or partners linked yet. Add them in the review spreadsheet.
2026-10-14 · project
DOE approves cost-shared funding for Southern-backed molten salt reactor testThe DOE approved cost-shared funding for the accelerated final stage of the Molten Chloride Reactor Experiment, involving Southern Company, Core Power and Idaho National Laboratory. First criticality could come as early as 2027, and no revenue contribution was disclosed.2026-09-29 · regulatory
NRC issues construction permit for TVA's Clinch River BWRX-300 SMRTVA received an NRC construction permit for one GE Vernova Hitachi BWRX-300 at its Clinch River site near Oak Ridge, Tennessee, with up to 300 MW. TVA said significant nuclear construction will wait until more site-specific work is completed. Date is a best estimate from the article's relative timestamp and the expected Tuesday ceremony.2026-09-25 · partnership
Georgia Power and Google agree on Vogtle and Hatch nuclear uprateGeorgia Power and Google announced an agreement to expand output at Vogtle and Hatch nuclear units, creating a new nuclear uprate tariff. The deal still needs Georgia Public Service Commission approval (Docket 44280). Date is approximate, inferred from a relative timestamp.2026-07-14 · regulatory
Dominion asks NRC to renew North Anna early site permit for 20 yearsDominion Energy Virginia requested renewal of the North Anna early site permit, which otherwise expires November 27, 2027. Dominion said a third traditional reactor at North Anna is on hold, while keeping options open for traditional or advanced reactors. Year inferred from a relative timestamp.2026-05-20 · regulatory
North Carolina bill would require Duke nuclear approval before other baseload retirementsA rewritten North Carolina bill would require Duke Energy to gain approval to build additional nuclear plants before retiring other baseload plants. It is a bill, not enacted law, as of the article date.Not an SEC filer, or no US entity matched. Most private and foreign companies don't file.