LOADING…
LOADING…
Camden, NJ, USA · Private · holtecinternational.com
SMR-300 pressurized-water reactor; Palisades restart underway (fuel loading paused, no grid restart date)
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.
+ THESISPROJECTTilted fuel assembly retrieved from Palisades plant
World Nuclear News: Holtec International's operation to retrieve the fuel assembly from the plant in Michigan was completed using a purpose-built machine that was conceived, engineered, manufactured and delivered in just two weeks.
world-nuclear-news.org →+ THESISPROJECT · PALISADES RESTARTMajor repair projects closed out; testing and readiness work remain before startup
Covert, MI
nucnet.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.
+ THESISLICENSING · PALISADES SMR-300 (TWO UNITS)Partial construction permit application submitted to the NRC
Covert, MI
ans.org →+ THESISFUNDING · PALISADES SMR-300 (TWO UNITS)Grant: US Department of Energy (Gen III+ SMR program)$400M
Announced · Up to $400M cost-shared; selected, award terms to be negotiated
ans.org →+ THESISPROJECT · PALISADES RESTARTPlant returns to operational status, able to receive fuel
Covert, MI
enerdata.net →+ THESISLICENSING · PALISADES RESTARTNRC approves restart under the original operating license (to March 2031)
Covert, MI
enerdata.net →+ THESISOFFTAKE · PALISADES SMR-300 (TWO UNITS)Holtec and Hyundai E&C expand their agreement to build the SMR-300s; first commercial operation targeted for 2030
Covert, MI
power-eng.com →+ THESISProofFiled a partial construction permit application for two SMR-300s at PalisadesJan 14, 2026ans.org
NextNRC construction permit; first units by 2030
Supply-chain security
Secured · Contracted · At risk · Unknown — rated only on public evidence; Unknown means nothing has been disclosed.
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.
How 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 →Funders
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Public $1.9BPrivate $0incl. $400M conditional or pending
Money behind this company's projects. Company-wide raises are listed but not counted in totals.
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 6/6 · SECURE Standard-fuel SMRs are less exposedLight-water SMRs (BWRX-300, SMR-300) use regular low-enriched fuel, which Western enrichers supply.
STEP 4/4 · WATCH Office relaunched as Energy Dominance FinancingLending shifts toward nuclear and utility expansions (AP1000 offers, Constellation uprates).
Critical inputs
Policy that applies
No minerals, policies or partners linked yet. Add them in the review spreadsheet.
2026-11-05 · Technology / approach updated
SMR-300 pressurized-water reactor; Palisades restart underway (fuel loading paused, no grid restart date)was: SMR-300 pressurized-water reactor; restarted the Palisades plant in Michigan2026-10-26 · project
Tilted fuel assembly retrieved from Palisades plantWorld Nuclear News: Holtec International's operation to retrieve the fuel assembly from the plant in Michigan was completed using a purpose-built machine that was conceived, engineered, manufactured and delivered in just two weeks.Not an SEC filer, or no US entity matched. Most private and foreign companies don't file.