Every technology tracked, from class to segment: the leading companies, the projects deploying it, the minerals it depends on, and funding open right now.
LOADING…
Projects tracked
23
4 operating · 11 in construction
Capital committed
$7.9B
closed or awarded, project level
Companies tracked
45
ranked on this page
Operating capacity
Pre-commercial
4 test or pilot plants, no grid power yet · 6,076.5 MW planned
Next milestone
~1H 2027
NRC construction permit decision expected (target)
Coming up
LICENSING · LONG MOTT GENERATING STATIONNRC construction permit decision expected (target)
X-energy · Seadrift, TX
ans.org →+ THESISLICENSING · CASCADE ADVANCED ENERGY FACILITYConstruction permit application to the NRC (target)
X-energy · Richland, WA
ans.org →+ THESISPROJECT · CRANE CLEAN ENERGY CENTERRestart (Constellation target)
Constellation Energy · Londonderry Township, Dauphin County, PA
world-nuclear-news.org →+ THESISHIRINGRadiant: 19 open roles (-15 since Oct 30, 2026)
Biggest teams: Product 12, Finance 3, Infrastructure Operations 2, Engineering 1.
+ THESISHIRINGOklo: 53 open roles (-25 since Oct 30, 2026)
Biggest teams: Fuel Recycling 12, Other 8, Business 5, Engineering 5.
+ THESISFUNDINGOklo: A VC-backed path to commercial nuclear power
Latitude Media: Oklo’s Caroline DeWitte on raising a first-of-a-kind Series A, navigating regulatory hurdles, and going public to meet new demand. The post A VC-backed path to commercial nuclear power appeared first on Latitude Media.
latitudemedia.com →+ THESISLEADERSHIPCentrus Energy: Centrus sends first new centrifuge built at Oak Ridge to Piketon plant
ANS Nuclear Newswire: On October 29, representatives from Centrus Energy Corp. joined government officials for a press event to commemorate the completion and shipment of the first centrifuge built for the expansion of the company’s Piketon, Ohio, uranium enrichment plant. Speaking at the Centrus Tech…
ans.org →+ THESISCONTRACTLast Energy: Antares, Last Energy, and Radiant hit DOE authorization milestones
ANS Nuclear Newswire: The month of October saw three of the original Reactor Pilot Program companies hit a handful of milestones as each pursues Department of Energy authorization for the operation of various reactor projects. Both Last Energy and Radiant earned documented safety analyses (DSAs) for t…
ans.org →+ THESISCONTRACTRadiant: Antares, Last Energy, and Radiant hit DOE authorization milestones
ANS Nuclear Newswire: The month of October saw three of the original Reactor Pilot Program companies hit a handful of milestones as each pursues Department of Energy authorization for the operation of various reactor projects. Both Last Energy and Radiant earned documented safety analyses (DSAs) for t…
ans.org →+ THESISCONTRACTAntares Nuclear: Antares, Last Energy, and Radiant hit DOE authorization milestones
ANS Nuclear Newswire: The month of October saw three of the original Reactor Pilot Program companies hit a handful of milestones as each pursues Department of Energy authorization for the operation of various reactor projects. Both Last Energy and Radiant earned documented safety analyses (DSAs) for t…
ans.org →+ THESISPROJECTValar Atomics: Valar 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 →+ THESISThe existing US fleet of large pressurized and boiling water reactors.
Baltimore, MD, USA · Operator of the largest US reactor fleet
≈22 GW (≈23%)
Public (NASDAQ: CEG) · Sep 2026 · fool.com
Irving, TX, USA · Operator (ERCOT and PJM)
≈6.6 GW (≈7%)
Public (NYSE: VST) · Sep 2026 · fool.com
Houston, TX, USA · Operator, 90% of Susquehanna (PA)
≈2.2 GW (≈2%)
Public (NASDAQ: TLN) · Sep 2026 · fool.com
Duke, Southern, TVA, Dominion, NextEra, Entergyunverified
USA · Other large fleet owners
Placeholder row: these likely outrank Vistra and Talen on capacity
Not yet sourced
Utilities
Cranberry Township, PA, USA · Pressurized-water reactors (AP1000, AP300 SMR) and the eVinci heat-pipe microreactor
Commercial
Private (Brookfield and Cameco) · Nov 2026 · nrc.gov
Small modular, high-temperature gas, sodium-cooled, molten-salt and micro reactors.
X-energy#1
Rockville, MD, USA · Xe-100 high-temperature gas reactor with TRISO fuel; Amazon and Dow projects
LAB
≈$1.4B private + ≈$1.1B IPO
Long Mott Generating StationCascade Advanced Energy Fa…
Updated 6 months ago · Long Mott Generating Station: NRC environmental review complete (no significant impact)
Los Angeles, CA, USA · High-temperature gas reactor
PROTOTYPE
≈$1.46B (incl. $1B Series B led by Sequoia)?
Updated 4 months ago · Valar pilot reactor: First criticality (June 2026)
Bellevue, WA, USA · Natrium sodium-cooled fast reactor with molten-salt storage (Kemmerer, WY)
LAB
$650M (Jun 2025) plus earlier rounds?
Updated 7 months ago · Kemmerer Unit 1 (Natrium): Nuclear construction begins
USA · Microreactor
PROTOTYPE
≈$471M (incl. $470M Series C)?
Updated 4 months ago · Antares pilot reactor: First criticality (June 2026)
Radiant#5
El Segundo, CA, USA · Portable gas-cooled microreactor (Kaleidos)
LAB
≥$465M
Updated 4 months ago · Kaleidos: First TRISO fuel delivered to INL
Austin, TX, USA · Modular light-water microreactor (PWR-20)
≈$140M
No dated updates yet
Austin, TX, USA · Sodium-cooled microreactor
PROTOTYPE
≥$127M (excludes an undisclosed Apr 2026 round)
Updated 4 months ago · Aalo-X: First criticality
Alameda, CA, USA · Fluoride-salt-cooled high-temperature reactor; Google power agreement
LAB
$643M disclosed ($368M private incl. $70M Samsung C&T; $275M DOE)
Updated 7 months ago · Hermes 2: Ground broken
Oklo#10
Santa Clara, CA, USA · Aurora sodium-cooled fast microreactor
PROTOTYPE
Not yet sourced?
Groves Isotope Test ReactorAurora-INLOhio Clean Energy Campus
Updated 3 months ago · Groves Isotope Test Reactor: First criticality
Camden, NJ, USA · SMR-300 pressurized-water reactor; Palisades restart underway (fuel loading paused, no grid restart date)
CONCEPT
Not disclosed?
Palisades restartPalisades SMR-300 (two uni…
Updated 4 months ago · Palisades restart: Major repair projects closed out; testing and readiness work remain before startup
Portland, OR, USA · Light-water small modular reactor (77 MWe modules); NRC design approval
Design certified (SMR)
No dated updates yet
New York, NY, USA · Portable microreactors (KRONOS, ZEUS) and fuel work
Early development
No dated updates yet
Berkeley, CA, USA · Pressurized-water reactor placed a mile down a borehole; DOE Reactor Pilot Program
Reactor Pilot Program
Updated 12 days ago · Deep Fission Parsons pilot: Master energy purchase agreement with the Great Plains Development Authority for a 150 MW commercial project
Abilene, TX, USA · Molten-salt reactor at Abilene Christian University; DOE Reactor Pilot Program
Reactor Pilot Program
Updated 11 months ago · Natura MSR-1: Agreement with DOE to seek authorization under the Reactor Pilot Program
Charlotte, NC, USA · Integral molten-salt reactor (IMSR); DOE Reactor Pilot Program
Reactor Pilot Program
No dated updates yet
Washington, DC, USA · ARC-100 sodium-cooled fast reactor
Pre-application?
No dated updates yet
USA (Texas project) · Shipyard-built nuclear plants; gas-then-nuclear power campus in Texas with GE Vernova
Development?
No dated updates yet
Long Beach, CA, USA · Floating nuclear power barges for ports and cities; $50M seed Sep 2026
Out of stealth (2026)?
No dated updates yet
USA · Compact, factory-made pressurized-water reactors; MIT spinout, $31M seed 2026
Pre-application?
No dated updates yet
USA · Micro modular light-water reactor; NRC pre-application
Pre-application?
No dated updates yet
Houston, TX, USA · Unity nuclear battery microreactor; reached criticality at INL in 2026
Pre-application?
No dated updates yet
First American Nuclear (FANCO)
USA · EAGL-1 fast reactor and HALEU fuel plant in Indiana
Pre-application?
No dated updates yet
USA · Submerged Power System: underwater small reactors
Pre-application?
No dated updates yet
Italy / USA · SOLO micro-modular reactor
Pre-application?
No dated updates yet
Huntsville, AL, USA · Liquid-fluoride thorium reactor (LFTR)
Early development?
No dated updates yet
Tavernier, FL, USA · Shipyard-built molten-salt reactor; first plant planned in Indonesia
Development (Indonesia project)?
No dated updates yet
USA · Combines domestic uranium exploration with proprietary small modular reactor technology; Nevada corporation.
Development?
Updated 4 days ago · Stage updated
GE Vernova Hitachi Nuclear Energy
Wilmington, NC, USA · BWRX-300 boiling-water small modular reactor (TVA Clinch River, OPG Darlington)
Construction permit (via TVA)
Joint venture (GE Vernova NYSE: GEV) · Nov 2026 · nrc.gov
BWX Technologiesunverified
Lynchburg, VA, USA · Naval reactors and fuel; Project Pele and BANR gas-cooled microreactors
Demonstration
Public (NYSE: BWXT) · Nov 2026 · bwxt.com
San Diego, CA, USA · Fast Modular Reactor (helium-cooled) in NRC pre-application; also TRISO and SiC fuel work
Pre-application
Private · Nov 2026 · nrc.gov
Enrichment, fuel fabrication and recycling for reactors.
Oak Ridge, TN, USA · TRISO fuel manufacturing for advanced reactors
Supplier (TRISO fuel)
No dated updates yet
Bethesda, MD, USA · Uranium enrichment, including HALEU production in Piketon, OH
Supplier (HALEU enrichment)
No dated updates yet
San Francisco, CA, USA · New US uranium enrichment (HALEU and LEU) at Paducah, KY
Supplier (enrichment)
No dated updates yet
Reston, VA, USA · Advanced metallic nuclear fuel
Supplier (fuel)
No dated updates yet
Washington, DC, USA · Recycling used nuclear fuel into new fuel and isotopes
Supplier (recycling)
No dated updates yet
Companies that develop, own and operate nuclear plants rather than design reactors.
USA · Fleet-scale developer of large nuclear plants
Developer (fleet-scale)?
Updated 6 months ago · V.C. Summer Units 2 and 3: Brookfield and The Nuclear Company form a joint venture to finish the units
USA · Technology-neutral nuclear developer with sites for big tech buyers
Developer?
No dated updates yet
Amarillo, TX, USA · HyperGrid energy and data campus near Amarillo pairing gas, solar and planned AP1000 reactors
Developer (energy campus)
Updated 14 months ago · Project Matador (Fermi America): NRC accepts the combined license application for four AP1000s
West Palm Beach, FL, USA · Independent developer of large-scale energy projects combining natural gas with advanced SMR technology, including a 5 GW Louisiana portfolio.
Development?
Updated 4 days ago · Stage updated
The open problems between fission and large-scale deployment.UNSOLVED · 1IN PROGRESS · 3
First-of-a-kind construction costUNSOLVED
Vogtle 3 and 4 finished years late at roughly double the budget, and NuScale's first project was cancelled in 2023 after costs rose. Lenders now price that risk in.
Where it standsAdvanced designs bet on factory fabrication and repeat builds; DOE cost-share (ARDP) and federal loans are carrying the first units. No advanced reactor has yet been completed on budget.
HALEU fuel supplyIN PROGRESS
Most advanced reactors (TerraPower, Kairos, X-energy, Oklo, Radiant) need high-assay low-enriched uranium (5–20% U-235). Russia was the only commercial seller, and imports are now banned.
Where it standsCentrus's Piketon cascade is the only US production, at under a tonne a year so far. DOE is allocating HALEU from government stockpiles (first round: Kairos, Radiant, Westinghouse, TerraPower, TRISO-X), which covers first cores but not fleets.
NRC licensing time and costIN PROGRESS
Multi-year, nine-figure reviews have historically been as big a barrier as engineering.
Where it standsThe NRC finalized Part 53, a technology-neutral framework, in March 2026 and targets design approvals in 18 months or less. TerraPower's Kemmerer construction permit took about two years; DOE's pilot program let four microreactors reach criticality under DOE authority in 2026, outside NRC licensing.
Specialized fuel and component manufacturingIN PROGRESS
TRISO fuel, sodium components, reactor vessels and other nuclear-grade parts come from a small number of qualified suppliers.
Where it standsTRISO-X is building a fuel plant in Oak Ridge and BWXT makes TRISO for DOE programs; suppliers are expanding, but long-lead items remain a schedule risk.
TerraPower · Kemmerer, WY
CONSTRUCTION · 345 MW
X-energy · Seadrift, TX
DEVELOPMENT · 320 MW
X-energy · Richland, WA
DEVELOPMENT · 320 MW
Kairos Power · Oak Ridge, TN
CONSTRUCTION
Kairos Power · Oak Ridge, TN
CONSTRUCTION · 50 MW
Oklo · Idaho National Laboratory, ID
CONSTRUCTION · 75 MW
Oklo · Southern Ohio
DEVELOPMENT · 1200 MW
Oklo · Lockhart, TX
OPERATING
TVA · Oak Ridge, TN
PERMITTED · 300 MW
Holtec · Covert, MI
DEVELOPMENT · 600 MW
Aalo Atomics · Idaho National Laboratory, ID
OPERATING
Valar Atomics · Site to verify
OPERATING
Antares Nuclear · Site to verify
OPERATING
Radiant · Idaho National Laboratory (DOME), ID
CONSTRUCTION
Constellation Energy · Londonderry Township, Dauphin County, PA
CONSTRUCTION · 835 MW
NextEra Energy · Palo, IA
CONSTRUCTION · 615 MW
Holtec · Covert, MI
CONSTRUCTION · 800 MW
The Nuclear Company · Jenkinsville, SC
DEVELOPMENT
Fermi America · Amarillo, TX
DEVELOPMENT
Duke Energy · Stokes County, NC
DEVELOPMENT · 600 MW
Deep Fission · Great Plains Industrial Park, Parsons, KS
CONSTRUCTION · 15 MW
BWX Technologies · Idaho National Laboratory, ID
CONSTRUCTION · 1.5 MW
Natura Resources · Abilene Christian University, Abilene, TX
CONSTRUCTION
What fission depends on, what each input does in this technology, and how exposed it is (red high, blue medium, green low). Prices are 2025 averages (USGS); live prices arrive with Markets.
The fuel. Most advanced reactors need HALEU, enriched to 5–20% uranium-235, versus under 5% for today's reactors.
Largest producer: Kazakhstan
Lithium-7 in FLiBe coolant salt (Kairos) and in pressurized-water reactor chemistry control.
Largest producer: Australia
Control rods (it absorbs neutrons strongly), and it must be removed from zirconium used in cladding.
Moderator that slows neutrons in gas- and salt-cooled reactors, and the matrix of TRISO fuel pebbles and compacts.
Largest producer: China
Nickel alloys (Inconel, Hastelloy, stainless) in steam generators, heat exchangers and reactor internals that face high heat and corrosion.
Largest producer: Indonesia
Zirconium alloy cladding around fuel pellets in water-cooled reactors (it barely absorbs neutrons).
Largest producer: Australia
Coolant in high-temperature gas reactors such as X-energy's Xe-100 (it doesn't become radioactive).
Largest producer: United States
The 'Be' in FLiBe coolant salt (lithium fluoride + beryllium fluoride) used by Kairos.
Idaho Field Office · DE-FOA-0003339 · due 2026-11-30
Idaho Field Office · DE-FOA-0003577 · due 2026-12-07
Idaho Field Office · DE-FOA-0002265 · due 2030-10-14
Texas Advanced Nuclear Energy Office (Governor's Office)
Idaho Field Office · DE-SOL-0008318
Idaho Field Office · DE-SOL-0008246
Virginia Department of Energy