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Los Angeles, CA, USA · Private · valaratomics.com
High-temperature gas reactor
Capital raised (disclosed)
≈$1.46B (incl. $1B Series B led by Sequoia)
as of Aug 3, 2026 · newmarketpitch.com
Open roles
109
▼ 2 since 2026-10-30
Federal awards
—
none found
Last private raise
—
no Form D on file
SEC filings
—
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.
+ THESISHIRING109 open roles (-2 since Oct 30, 2026)
Biggest teams: Instrumentation & Controls 37, Other 14, Quality Assurance 11, Power Conversion 9.
+ THESISPROJECTValar secures Carbon County state trust land for project
Valar said it has secured about 640 acres of state trust land for the first phase of its Carbon County project and has begun site work on a 25 MWe reactor called Numenor. The article date is a best estimate from its relative timestamp.
etvnews.com →+ 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.
+ THESISLEADERSHIPValar names Andy Lambert Chief Production Officer
The company announced the appointment of Andy Lambert, a manufacturing executive, as Chief Production Officer, as it shifts toward serial reactor manufacturing after its $1B Series B. Source is the company's own X post.
x.com →+ THESISPROJECTValar reportedly plans Utah facility with 456 reactors
NPR reported that Valar plans a Utah facility featuring 456 of its reactors, with the company aiming to start nonnuclear construction by end-2026 and bring first reactors online in 2028. The regulatory pathway is not yet defined; the date is a best estimate from an Oct 5 trade-press report saying 'last week'.
ans.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.
+ THESISHow it works
Fuel is packed in tough ceramic-coated particles (TRISO), often in billiard-ball pebbles, and cooled by helium gas. Runs much hotter than water reactors, which suits industrial heat.
OPEN IN 3D →Others on this approach
ProofPilot gas-cooled microreactor reached zero-power criticalityJun 30, 2026neutronbytes.com
NextPower-producing unit
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.
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.
2026-10-302026-11-09
Teams moving over 30 days: Mechanical Engineering -4 (now 5), Supply Chain -3 (now 0), Quality Assurance -2 (now 11)
By team
By location
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).
Critical inputs
Policy that applies
No minerals, policies or partners linked yet. Add them in the review spreadsheet.
2026-10-31 · project
Valar secures Carbon County state trust land for projectValar said it has secured about 640 acres of state trust land for the first phase of its Carbon County project and has begun site work on a 25 MWe reactor called Numenor. The article date is a best estimate from its relative timestamp.2026-10-16 · leadership
Valar names Andy Lambert Chief Production OfficerThe company announced the appointment of Andy Lambert, a manufacturing executive, as Chief Production Officer, as it shifts toward serial reactor manufacturing after its $1B Series B. Source is the company's own X post.2026-10-01 · project
Valar reportedly plans Utah facility with 456 reactorsNPR reported that Valar plans a Utah facility featuring 456 of its reactors, with the company aiming to start nonnuclear construction by end-2026 and bring first reactors online in 2028. The regulatory pathway is not yet defined; the date is a best estimate from an Oct 5 trade-press report saying 'last week'.Not an SEC filer, or no US entity matched. Most private and foreign companies don't file.