Anutin Touts Government Stability to Attract British Investment, Rushes Home to Command Flood Response

The U.S. government plans to lend Vistra about US$4.2b to expand nuclear power output, a move that spotlights utilities tied to nuclear energy as data centers, EVs, and crypto miners drive demand for reliable electricity. The article highlights three nuclear-exposed U.S. utilities as a sample from a broader screen that surfaced 9 more power companies. Entergy, with roughly US$13.4b in revenue and a market value of about US$48b, sees approximately 7 to 12 GW of hyperscale data center potential and 3 to 5 GW of traditional industrial demand in its territory, alongside signed agreements with AWS and Meta supporting roughly 8.5% to 9% annual retail sales growth. Ameren, a US$27.6b holding company, owns the Callaway nuclear facility and is studying more nuclear capacity, with 2.8 gigawatts of signed electric service agreements, 3.4 gigawatts of construction agreements, and a further 4 gigawatts of projects with completed interconnection studies in its Missouri territory. Deep Fission, with a market value of roughly US$305 million, develops small modular nuclear reactors buried about a mile underground for utilities, data centers, heavy industry, and government clients.

NANO Nuclear Energy Inc. and its wholly owned subsidiary HALEU Energy Fuel Inc. have entered into a definitive asset purchase agreement with Radnostix, Inc., formerly International Isotopes Inc., and its subsidiary International Isotopes Fluorine Products, Inc. to acquire strategic U.S. nuclear fuel processing assets, including a U.S. Nuclear Regulatory Commission license and related intellectual property and technical materials tied to a previously planned depleted uranium hexafluoride deconversion and fluorine extraction facility in Lea County, New Mexico. Upon completion of the transaction and transfer of the NRC license, NANO Nuclear would own one of ten NRC-licensed fuel cycle facilities in the United States. Under the agreement, consideration at closing is $9.5 million in cash and $4.0 million in NANO common stock, with closing subject to NRC consent to the license transfer, other required approvals and consents including from New Mexico officials, satisfactory site arrangements and other closing conditions, and the parties currently expect closing in approximately 90 to 120 days. The NRC license was originally issued to construct and operate the DUF6 deconversion and fluorine extraction facility, which was never built, and the acquisition also includes related patented technology, engineering and safety analyses, regulatory and permitting materials, equipment and historical project development records. NANO Nuclear said the existing licensed asset could offer a significantly more efficient regulatory pathway than developing and licensing a comparable facility on a new site, and that no final investment decision has been made on the optimal commercial and development pathway for the acquired assets.

GE Vernova and Hitachi have secured a construction permit from the US Nuclear Regulatory Commission for a new reactor design, allowing the partners to begin licensed construction activities tied specifically to the advanced nuclear reactor project. The NRC approval confirms the reactor design meets current US regulatory requirements for safety and construction readiness. The permit adds nuclear hardware and long-cycle reactor work to GE Vernova's existing power equipment and services footprint, which already spans generation, grid hardware, and electricity storage across the US, Europe, Asia, the Middle East, and Africa. The company's narrative leans on higher margin power and grid projects backed by recurring service contracts, and the permit ties that story directly to US regulators. Nuclear projects nonetheless add long-duration, lumpy exposure to a business already sensitive to big contracts, permitting cycles, and potential policy shifts, with any delay, redesign, or new safety requirement feeding into project timing and cash conversion.

Polish billionaire Michal Solowow is bringing several prominent business leaders into his small nuclear reactor venture, SGE SA, as Poland looks for alternatives to coal and prepares for rising electricity demand, Bloomberg News reported Wednesday. The new shareholders include InPost founder Rafal Brzoska, ElevenLabs CEO Mati Staniszewski and Grupa Maspex CEO Krzysztof Pawinski, with Polish news outlet XYZ reporting the investors plan to commit about 500 million zloty, or $130 million, for their stakes. SGE holds the rights to deploy GE Vernova Hitachi Nuclear Energy's BWRX-300 reactor technology in Poland, and the private capital commitment marks another step toward commercial deployment of small modular reactors in Europe. SGE previously targeted 2030 for its first reactor but has pushed the expected startup to 2032, while Poland's government plans to bring the country's first large conventional nuclear plant online in 2036 and is considering SMRs as another component of its future energy mix. Solowow also said SGE and state-controlled energy company Orlen have reached an agreement concerning their joint venture to develop Poland's first SMR, potentially resolving previous disagreements over control and responsibilities, though he did not provide details.

Global Power Synergy, or GPSC, has announced an expansion of its cooperation with South Korea's Korea Hydro & Nuclear Power, or KHNP, to exchange technical information and develop personnel capabilities for managing nuclear power plants, supporting investment in an SMR portfolio targeting a total of 9,000 megawatts by 2593 under the national Power Development Plan, or PDP 2026, which supports increasing clean energy use to 50,000 megawatts or more. The first phase of the plan will develop 300 megawatts of capacity in 2580, with the Electricity Generating Authority of Thailand, or EGAT, leading the pilot project. In the next phase, the government will consider permitting construction sites. KHNP is a company in the Korea Electric Power Corporation, or KEPCO, group, which holds 100% of its shares, and has expertise in engineering, procurement and construction, as well as full-service maintenance. KEPCO accounts for about 30% of total electricity generation in South Korea, equivalent to total generating capacity of approximately 31,000 megawatts. Previously, GPSC joined with Seaborg Technologies ApS, an SMR technology developer from Denmark, to study the feasibility of designing small modular units that are highly safe and emit no carbon dioxide, taking about four years between 2567 and 2570 and using a Technology Diversification approach that does not limit the study to any single technology or country, in order to assess technologies suited to Thailand's context and manage risks related to technology, regulation, cost and geopolitics.