Duane Arnold restart

Google; Central Iowa Power Cooperative

Google: 25-year agreement for most of the output; CIPCO buys the rest on the same terms

GoogleBUYERCentral Iowa Power CooperativeUTILITY BUYER

Who's financing it

DOE Loan Programs OfficePUBLIC FUNDER

• Russian uranium ban → enrichment squeeze → advanced reactors

  STEP 4/6 · AT RISK HALEU is the bottleneckMost advanced designs need HALEU (5–20% enriched), with no commercial US supply at scale yet.

• DOE loan review → first-of-a-kind financing gap

  STEP 4/4 · WATCH Office relaunched as Energy Dominance FinancingLending shifts toward nuclear and utility expansions (AP1000 offers, Constellation uprates).

Critical inputs

UraniumZirconium

Policy that applies

• 45Y / 48E: all other clean power and storageACTIVE
• 45U: existing nuclearACTIVE
• DOE adds helium to the Critical Material ListIN EFFECT
• DOE Energy Dominance Financing: 10 large reactorsCONDITIONAL OFFERS
• DOE Energy Dominance Financing: Constellation and AlliantANNOUNCED
• Russian uranium import ban: waiver periodWAIVERS UNTIL 2028

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