{ "dataset": "deals", "as_of_date": "2026-10-09", "generated_at": "2026-10-10T07:48:51Z", "description": "Nuclear Atlas deals & projects tracker: 98 dated events (2023-07-31 to 2026-10-06) covering hyperscaler PPAs, reactor restarts, new builds, SMR orders, uranium offtake and fuel-cycle contracts, financing and policy/regulatory milestones. Every record cites its source with an as-of date; dates were verified against the cited or a primary source on 2026-10-09 (see docs/data/deals.md and data/raw/deals/verification_log.json). Unknown values are null with a note; no currency conversion.", "sources": [ { "name": "World Nuclear News (WNN)", "url": "https://www.world-nuclear-news.org/", "accessed": "2026-10-09", "licence": "Copyright WNA; facts cited" }, { "name": "NucNet", "url": "https://www.nucnet.org/", "accessed": "2026-10-09", "licence": "Copyright; facts cited" }, { "name": "ANS Nuclear Newswire", "url": "https://www.ans.org/news/", "accessed": "2026-10-09", "licence": "Copyright ANS; facts cited" }, { "name": "US Department of Energy", "url": "https://www.energy.gov/", "accessed": "2026-10-09", "licence": "US government work" }, { "name": "US Nuclear Regulatory Commission", "url": "https://www.nrc.gov/", "accessed": "2026-10-09", "licence": "US government work" }, { "name": "SEC EDGAR (8-K press-release exhibits)", "url": "https://www.sec.gov/", "accessed": "2026-10-09", "licence": "Public filings" }, { "name": "Federal Register", "url": "https://www.federalregister.gov/", "accessed": "2026-10-09", "licence": "US government work" }, { "name": "Company press releases (Constellation, Cameco, Kazatomprom, TerraPower, Bechtel, Kairos Power, Talen, Vattenfall, EDF, Orano, Google, Amazon, Meta, others)", "url": "(see each record's source_url)", "accessed": "2026-10-09", "licence": "Copyright of each issuer; facts cited" }, { "name": "GOV.UK", "url": "https://www.gov.uk/", "accessed": "2026-10-09", "licence": "Open Government Licence v3.0" }, { "name": "Swiss Parliament (parlament.ch)", "url": "https://www.parlament.ch/", "accessed": "2026-10-09", "licence": "Public record" }, { "name": "Japan Atomic Industrial Forum (JAIF) - Current Status of Nuclear Power Plants in Japan", "url": "https://www.jaif.or.jp/", "accessed": "2026-10-09", "licence": "Copyright JAIF; facts cited" } ], "fields": { "deal_id": "slug; unique; prefixed with YYYY-MM of `date`", "date": "ISO date of the event (signing, announcement, vote, closing, grid connection ...); see notes for which", "type": "ppa | offtake | financing | m_and_a | restart | new_build | smr_order | licensing_milestone | policy | regulation | fuel_cycle (definitions in docs/data/deals.md)", "title": "one-line headline", "parties": "list of party names as written in the source (companies, agencies, governments)", "project_or_site": "plant, project or site concerned; 'n/a' for purely national measures", "country_iso3": "ISO 3166-1 alpha-3 of the project/site or jurisdiction; null for global measures", "capacity_mw": "MWe concerned (contracted, restarted, approved); null when not stated; see notes for basis", "duration_years": "contract/extension term in years; null when not disclosed", "value_usd_m": "USD million, only when the source states a USD figure (or the deal is USD-denominated); not converted", "value_local": "amount in `currency` (millions) when the source gives a non-USD figure", "currency": "ISO 4217 code of value_local; null when value_local is null", "status": "announced | signed | conditional | completed | cancelled | pending (definitions in docs/data/deals.md)", "summary": "two to four sentences, facts only, as in the source", "company_ids": "slugs of the commercial entities involved (lowercase, hyphenated short legal name; consistent with data/companies_uranium.json and the nuclear companies dataset); regulators/governments are in `parties` only", "reactor_or_facility_ids": "slugs of reactors/facilities concerned (same convention as data/reactors.json); empty when not site-specific", "source_url": "URL of the cited source (primary where available)", "source_name": "name of the cited source", "as_of_date": "date the record was last checked", "confidence": "high = date and key facts read in a primary source on as_of_date; medium = trade press / secondary source, or primary fetch blocked; low = date inferred or facts from memory, flagged in notes", "notes": "caveats, conflicts between sources, inferred values, verification trail" }, "type_definitions": { "ppa": "power purchase / energy supply agreement for nuclear output (incl. framework agreements)", "offtake": "uranium or nuclear-fuel supply contract", "financing": "loan, guarantee, conditional commitment, equity raise, FID, state aid", "m_and_a": "acquisition/disposal of assets or companies", "restart": "return to service of a shut-down reactor", "new_build": "large-reactor construction milestones and cost/schedule revisions", "smr_order": "SMR/advanced-reactor orders, vendor selections, deployment agreements", "licensing_milestone": "regulator decisions (permits, licences, hold points, approvals)", "policy": "non-statutory government/corporate policy acts (executive orders, referendums, approvals of reactor batches, nationalisations, production guidance, RFPs)", "regulation": "laws enacted or repealed", "fuel_cycle": "enrichment/conversion/mining-development contracts and milestones that are not offtake sales" }, "status_definitions": { "announced": "announced, not stated to be binding", "signed": "binding agreement / order signed, loan closed", "conditional": "commitment subject to conditions", "completed": "milestone reached (permit granted, law enacted, in operation, sale closed)", "pending": "process under way, outcome open", "cancelled": "cancelled, failed or rejected" }, "summary": { "record_count": 98, "date_range": [ "2023-07-31", "2026-10-06" ], "by_type": { "policy": 26, "new_build": 17, "licensing_milestone": 11, "fuel_cycle": 11, "ppa": 9, "financing": 7, "regulation": 5, "restart": 5, "smr_order": 4, "offtake": 2, "m_and_a": 1 }, "by_status": { "completed": 44, "signed": 29, "announced": 14, "pending": 8, "conditional": 2, "cancelled": 1 }, "by_country": { "USA": 46, "KAZ": 7, "JPN": 4, "GBR": 4, "NER": 3, "CHN": 3, "FRA": 3, "POL": 2, "ITA": 2, "CHE": 2, "CAN": 2, "IND": 2, "TWN": 2, "NLD": 1, "ESP": 1, "SWE": 1, "BGD": 1, "VNM": 1, "HUN": 1, "TUR": 1, "SVK": 1, "global": 1, "CZE": 1, "DNK": 1, "BEL": 1, "MNG": 1, "RUS": 1, "BGR": 1, "ARE": 1 }, "by_confidence": { "high": 52, "medium": 42, "low": 4 }, "dates_verified_primary": 48, "dates_verified_secondary": 48, "dates_unverified": 2, "dates_corrected": 12 }, "known_gaps": [ "Palisades (Holtec): fuel loading paused after a tilted fuel assembly (late Sep 2026); licence amendment under NRC review; grid synchronisation not achieved as of 2026-10-09 and no firm restart date published.", "Crane Clean Energy Center: NRC fuel licence amendment approved (per Constellation Q2 2026 results) but the approval date and the remaining licensing steps before the 2027 restart are not recorded as separate dated milestones.", "Rooppur 1: trial grid connection expected by Aug 2026 not confirmed; Akkuyu 1 start-up in 2026 (Rosatom target) not verified.", "Hinkley Point C: no 2025-2026 schedule/cost update recorded (latest record is EDF's 23 Jan 2024 revision).", "Sizewell C/EPR2: whether EDF's EPR2 final investment decision (expected late 2026) has occurred is unverified.", "Kozloduy 7/8: full EPC contract status after the Nov 2024 engineering contract not verified; Slovakia-Westinghouse contract after the Jan 2026 IGA not verified.", "Japan-US investment framework (28 Oct 2025): figures from POWER magazine only; White House fact sheet not fetched (confidence low).", "Kazakhstan second plant (26 Jan 2026 resolution): vendor (CNNC expected) and site details are press expectations; the official resolution text on adilet.zan.kz was not fetched.", "Netherlands: NEO NL FEED award date taken from WNN (26 Aug 2026); the Preferred Site Decision had not been adopted as of that report.", "Uranium offtake 2025-2026: only Ur-Energy's eighth agreement (5 Aug 2025) and Cameco-India (2 Mar 2026) carry disclosed terms. Paladin reports 11 contracts (~50% of Langer Heinrich life-of-mine, Jan 2025) and enCore reports deliveries under undisclosed contracts without per-contract terms; Boss Energy signed no new disclosed offtake in 2025-2026; UEC has no long-term utility contracts (its May 2026 Strategic Uranium Reserve offer is not a signed deal). No individual 2025-2026 offtake records exist for these four companies.", "Kazatomprom: 2026 operational guidance published with FY2025 results (early 2026) and any 2026 revisions are not recorded; the record set stops at the 22 Aug 2025 cut.", "Niger/Orano: ICSID arbitration outcome pending; reported 2026 sales of the blocked Somair stockpile by Niger not verified.", "Global Atomic: DFC facility is a board approval subject to conditions; closing not confirmed as of 2026-10-09.", "Meta 2026: only the 9 Jan 2026 Vistra/TerraPower/Oklo package is recorded; any later 2026 Meta nuclear agreements are not covered.", "Deal values: most PPAs do not disclose prices; value fields are null unless the source states an amount; no currency conversion is applied.", "Company slugs for nuclear-side companies follow the agreed convention; seven of them (holtec, westinghouse, tva, opg, rolls-royce-smr, cgn, cnnc) are shorter than the ids in data/companies_nuclear.json and are mapped to them on the site (D56); 47 slugs name parties without a company record (hyperscalers, utilities, state bodies, project companies)." ], "records": [ {"deal_id": "2026-10-google-constellation-uprates-pjm", "date": "2026-10-06", "type": "ppa", "title": "Google and Constellation sign 20-year PPA for 890 MW of nuclear uprates on PJM grid", "parties": ["Google", "Constellation Energy"], "project_or_site": "11 Constellation nuclear units at six sites in Illinois, Pennsylvania and New Jersey (uprates)", "country_iso3": "USA", "capacity_mw": 890, "duration_years": 20, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Google agreed to buy the output of 890 MW of new nuclear capacity created by turbine, steam-generator and digital-control uprates at 11 Constellation units, under a 20-year PPA; a separate 15-year energy supply agreement covers 2,700 MW of existing generation. Constellation will invest more than USD 4.3 billion; the first uprate is due by 2028.", "company_ids": ["google", "constellation-energy"], "reactor_or_facility_ids": [], "source_url": "https://www.constellationenergy.com/news/2026/10/google-and-constellation-announce-landmark-agreement-to-bring-890-mw-of-new-nuclear-capacity-to-pjm-grid.html", "source_name": "Constellation Energy press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Total contracted 3,590 MW (890 MW uprates for 20 years + 2,700 MW existing supply for 15 years). Release does not name individual plants; 'more than USD 4.3bn' is Constellation's investment, not the contract value. Also includes a five-year Google Cloud/Gemini technology agreement. Date confirmed in cited source (fetched 2026-10-09): Dateline Oct. 6, 2026; 890 MW uprates, 20-year PPA, 2,700 MW 15-year supply, >USD 4.3bn, first uprate 2028."}, {"deal_id": "2026-10-doe-conditional-loan-vistra-uprates", "date": "2026-10-05", "type": "financing", "title": "DOE offers conditional loan commitment of up to USD 4.2 billion for Vistra nuclear uprates", "parties": ["US Department of Energy", "Vistra"], "project_or_site": "Perry, Davis-Besse (Ohio); Beaver Valley (Pennsylvania); option for Comanche Peak", "country_iso3": "USA", "capacity_mw": 433, "duration_years": null, "value_usd_m": 4200, "value_local": null, "currency": null, "status": "conditional", "summary": "DOE's Office of Energy Dominance Financing announced a conditional commitment of about USD 4.2 billion to finance uprates (433 MW of new capacity) and modernisation supporting 20-year licence extensions at Vistra's Perry, Davis-Besse and Beaver Valley plants, with an option to fund future Comanche Peak uprates; NRC uprate applications are scheduled 2029-2032.", "company_ids": ["vistra"], "reactor_or_facility_ids": ["perry-1", "davis-besse-1", "beaver-valley-1", "beaver-valley-2"], "source_url": "https://www.energy.gov/articles/energy-department-announces-42-billion-investment-boost-nuclear-power-and-help-lower", "source_name": "US Department of Energy", "as_of_date": "2026-10-09", "confidence": "high", "notes": "ANS says announced 'Monday' (5 Oct 2026); WNN and Utility Dive also covered it. Conditional, not closed. Related to Meta's Jan 2026 uprate support. Secondary source replaced by primary https://www.energy.gov/articles/energy-department-announces-42-billion-investment-boost-nuclear-power-and-help-lower (fetched 2026-10-09): DOE article displayed October 5, 2026 (metadata publish 29 Sep, modified 5 Oct); conditional commitment up to USD 4.2bn; 433 MW; ANS 6 Oct 2026 gives NRC uprate application schedule."}, {"deal_id": "2026-09-amazon-constellation-calvert-cliffs", "date": "2026-09-30", "type": "ppa", "title": "Amazon and Constellation sign 20-year PPA for 690 MW from Calvert Cliffs incl. 190 MW uprate", "parties": ["Amazon", "Constellation Energy"], "project_or_site": "Calvert Cliffs Nuclear Power Plant, Maryland", "country_iso3": "USA", "capacity_mw": 690, "duration_years": 20, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Constellation and Amazon announced a 20-year power purchase agreement under which Amazon buys 690 MW from Calvert Cliffs via the PJM grid, including a planned 190 MWe extended power uprate (about 10% of the 1,790 MWe plant) expected online in 2030-2032. Constellation cited more than USD 3 billion of Maryland infrastructure investment and said the revenue certainty supports a subsequent licence renewal (current licences expire 2034/2036).", "company_ids": ["amazon", "constellation-energy"], "reactor_or_facility_ids": ["calvert-cliffs-1", "calvert-cliffs-2"], "source_url": "https://www.constellationenergy.com/news/2026/09/constellation-and-amazon-announce-20-year-power-purchase-agreement-at-calvert-cliffs.html", "source_name": "Constellation Energy press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Term 20 years and uprate timing 2030-2032 per the Constellation release of 30 Sep 2026; ANS (1 Oct 2026) had reported it as 'long-term'. Amazon reportedly abandoned a planned data-centre campus near Calvert Cliffs in Aug 2026 (ANS); the PPA is grid-delivered, not co-located. Secondary source replaced by primary https://www.constellationenergy.com/news/2026/09/constellation-and-amazon-announce-20-year-power-purchase-agreement-at-calvert-cliffs.html (fetched 2026-10-09): Constellation release dateline SEPT. 30, 2026; 20-year PPA, 690 MW incl. 190 MW uprate online 2030-2032, >USD 3bn investment, 1,790 MW plant."}, {"deal_id": "2026-09-tva-clinch-river-construction-permit", "date": "2026-09-29", "type": "licensing_milestone", "title": "NRC issues construction permit for TVA's Clinch River BWRX-300 SMR", "parties": ["Tennessee Valley Authority", "US Nuclear Regulatory Commission"], "project_or_site": "Clinch River Nuclear Site, Oak Ridge, Tennessee", "country_iso3": "USA", "capacity_mw": 300, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "The NRC approved a construction permit for TVA to build a 300 MW GE Vernova Hitachi boiling-water SMR at Clinch River, describing it as the nation's first commercial SMR permit; the review began formally in July 2025 and took 14 months. A separate operating licence is required before fuel load.", "company_ids": ["tva", "ge-vernova"], "reactor_or_facility_ids": ["clinch-river-1"], "source_url": "https://www.nrc.gov/about-nrc/news-releases/2026/26-079", "source_name": "US NRC press release 26-079", "as_of_date": "2026-10-09", "confidence": "high", "notes": "TVA submitted the construction permit application in May 2025 (TVA/ANS); NRC safety evaluation completed June 2026; mandatory hearing Aug 2026. Design is BWRX-300 (named by TVA/ANS, not in the NRC release). Date confirmed in cited source (fetched 2026-10-09): NRC release September 29, 2026."}, {"deal_id": "2026-09-pej-bechtel-westinghouse-commercial-terms", "date": "2026-09-23", "type": "new_build", "title": "PEJ and Bechtel-Westinghouse agree main commercial terms for Poland's first nuclear plant EPC", "parties": ["Polskie Elektrownie Jadrowe", "Bechtel", "Westinghouse Electric Company"], "project_or_site": "Lubiatowo-Kopalino, Pomerania", "country_iso3": "POL", "capacity_mw": 3750, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "announced", "summary": "PEJ and the Bechtel-Westinghouse consortium agreed the main commercial terms of the EPC contract for three AP1000 units (3,750 MWe) and committed to finish EPC negotiations by end-2026; PEJ says first electricity should flow in 2036. PEJ applied for a construction licence from the State Atomic Energy Agency in early 2026.", "company_ids": ["pej", "bechtel", "westinghouse"], "reactor_or_facility_ids": ["lubiatowo-kopalino-1", "lubiatowo-kopalino-2", "lubiatowo-kopalino-3"], "source_url": "https://www.bechtel.com/press-releases/bechtel-westinghouse-consortium-and-pej-agree-on-main-commercial-terms-for-polands-first-nuclear-power-plant/", "source_name": "Bechtel press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "CONFLICT on schedule: WNN (Dec 2025) cited a 2033 first-unit target; Bechtel/PEJ (Sep 2026) say first electricity in 2036. Recorded the later primary statement. Construction licence application: NucNet 2026-03-02. Date confirmed in cited source (fetched 2026-10-09): Bechtel release 23 Sep 2026; 3 x AP1000 3,750 MWe; EPC by end-2026; first electricity 2036; construction permit application March 2026."}, {"deal_id": "2026-09-italy-senate-passes-nuclear-enabling-law", "date": "2026-09-23", "type": "regulation", "title": "Italian Senate gives final approval to enabling law for return to nuclear power", "parties": ["Senate of the Republic (Italy)", "Government of Italy"], "project_or_site": "Italy (national legislation)", "country_iso3": "ITA", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "The Senate passed the 'legge delega sul nucleare sostenibile' 81-51 with 7 abstentions on 23 September 2026, after the Chamber of Deputies approved it on 4 June 2026; the government must adopt implementing decrees within 12 months covering siting, licensing, safety authority, waste and decommissioning. Minister Pichetto Fratin said a first reactor could operate in 2033-2034.", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://www.open.online/2026/09/23/legge-nucleare-voto-definitivo-senato-cosa-prevede/", "source_name": "Open (Italian news)", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Council of Ministers approved the draft on 28 Feb 2025 (not re-verified). ANS 2026-09-25 corroborates the 81-51-7 tally. Enabling law only; no plant authorised. Date confirmed in cited source (fetched 2026-10-09): Open 23 Sep 2026: Senate final vote 81-51-7; decreti attuativi within 12 months."}, {"deal_id": "2026-09-global-atomic-dfc-dasa-debt-facility-approval", "date": "2026-09-16", "type": "financing", "title": "US DFC board approves up to USD 414.2 million debt facility for Global Atomic's Dasa uranium project in Niger", "parties": ["Global Atomic", "US International Development Finance Corporation", "SOMIDA", "Government of Niger"], "project_or_site": "Dasa uranium project, Agadez region, Niger", "country_iso3": "NER", "capacity_mw": null, "duration_years": null, "value_usd_m": 414.2, "value_local": null, "currency": null, "status": "conditional", "summary": "Global Atomic announced that the board of the US International Development Finance Corporation approved a debt facility of up to USD 414.2 million for the Dasa project, operated by SOMIDA (Global Atomic 80%, Niger 20%); entry into the facility and disbursement remain subject to conditions including a viable yellowcake export route, extension of the mining convention and permit to match the loan tenor, assurances on repayment approvals, a direct agreement with Niger and definitive loan documentation. Commercial production is scheduled for the second half of 2028 and offtake agreements cover about 11% of the mine plan.", "company_ids": ["global-atomic"], "reactor_or_facility_ids": ["dasa"], "source_url": "https://s29.q4cdn.com/426815530/files/doc_news/2026/09/16/GLO-September-16-2026.pdf", "source_name": "Global Atomic press release (PDF)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Board approval, not a closed loan; warrants to DFC on terms to be set before closing. Term/tenor not disclosed. Earlier financing attempts (2024-2025 bank syndicate, US EXIM talks) not recorded. Date confirmed in cited source (fetched 2026-10-09): Global Atomic release 16 Sep 2026: DFC board approved up to USD 414.2m debt facility; conditions precedent listed; SOMIDA 80/20; commercial production H2 2028; offtake covers 11% of mine plan."}, {"deal_id": "2026-09-doe-loan-duane-arnold-restart", "date": "2026-09-08", "type": "financing", "title": "DOE closes loan of up to USD 1.9 billion for NextEra's Duane Arnold restart", "parties": ["US Department of Energy", "NextEra Energy"], "project_or_site": "Duane Arnold Energy Center, Linn County, Iowa", "country_iso3": "USA", "capacity_mw": 615, "duration_years": null, "value_usd_m": 1900, "value_local": null, "currency": null, "status": "signed", "summary": "DOE's Office of Energy Dominance Financing closed a loan of up to USD 1.9 billion to NextEra Energy to finance restarting the 615 MWe Duane Arnold BWR, which closed in 2020; restart is targeted for early 2029 pending NRC approvals. The restart is backed by a 25-year PPA with Google.", "company_ids": ["nextera-energy", "google"], "reactor_or_facility_ids": ["duane-arnold"], "source_url": "https://www.energy.gov/articles/energy-department-closes-19-billion-loan-restart-duane-arnold-nuclear-plant", "source_name": "US Department of Energy", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Date is WNN article date (8 Sep 2026); loan closing date not stated separately. Iowa Utilities Commission certificate issued June 2026; NRC draft EA/FONSI Aug 2026 (ANS). Capacity quoted 615 MWe (WNN) vs 621.9 MWe (ANS). Secondary source replaced by primary https://www.energy.gov/articles/energy-department-closes-19-billion-loan-restart-duane-arnold-nuclear-plant (fetched 2026-10-09): DOE article displays September 8, 2026 (metadata shows a 4 Sep 2026 publish timestamp; modified 8 Sep). WNN also 8 Sep 2026."}, {"deal_id": "2026-08-palisades-fuel-loading-begins", "date": "2026-08-30", "type": "restart", "title": "Holtec begins fuel loading at Palisades ahead of first-ever US restart of a decommissioned plant", "parties": ["Holtec International"], "project_or_site": "Palisades Nuclear Plant, Covert, Michigan", "country_iso3": "USA", "capacity_mw": 800, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "pending", "summary": "Palisades entered Mode 6 (refueling) and began loading fuel on 30 August 2026; the plant was reconnected to the 345 kV switchyard on 11 September 2026. A tilted fuel assembly paused fuel loading in late September 2026; Holtec has not published a firm restart date, while supply contracts call for power by March 2027.", "company_ids": ["holtec"], "reactor_or_facility_ids": ["palisades"], "source_url": "https://www.ans.org/news/2026-09-25/article-8436/incident-pauses-palisades-fuel-loading-plant-connected-to-switchyard/", "source_name": "ANS Nuclear Newswire", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "CONFLICT: ANS 2026-09-25 says fuel loading began 30 Aug 2026; the ANS 2026-08-31 article says 'Sunday morning' (which was 30 Aug 2026), so dates agree. Capacity ~800 MWe nominal (Holtec). Restart has slipped repeatedly (originally end-2025); see restart records for 2024 DOE loan. Date confirmed in cited source (fetched 2026-10-09): Fuel loading began 30 Aug 2026 (Mode 6); switchyard reconnection 11 Sep 2026; fuel loading paused after tilted assembly; LAR submitted 30 Sep 2026 (NRC S-26-007, 6 Oct 2026). Not grid-synchronised as of 2026-10-09."}, {"deal_id": "2026-08-netherlands-neo-nl-feed-contracts-edf-westinghouse", "date": "2026-08-26", "type": "new_build", "title": "Netherlands' NEO NL awards FEED study contracts to EDF (EPR) and Westinghouse (AP1000) for two new reactors", "parties": ["Nuclear Energy Organisation Netherlands (NEO NL)", "EDF", "Westinghouse Electric Company", "Government of the Netherlands"], "project_or_site": "Borssele (preferred site; Terneuzen, Eemshaven and Tweede Maasvlakte also under study)", "country_iso3": "NLD", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "The state-owned Nuclear Energy Organisation Netherlands (NEO NL, established February 2026 as future owner-operator) awarded front-end engineering design contracts to EDF for the EPR and Westinghouse for the AP1000 for two Generation III+ reactors of 1,000-1,650 MWe each; the 12-18 month studies start after the summer of 2026, the site-specific phase only after the cabinet adopts a draft Preferred Site Decision, and the units are expected around 2035. KHNP withdrew from the process in 2025, and no supplier is chosen until a later tender.", "company_ids": ["edf", "westinghouse", "neo-nl"], "reactor_or_facility_ids": [], "source_url": "https://world-nuclear-news.org/articles/reactor-technology-selection-process-progresses-in-netherlands", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Date is the WNN report date (26 Aug 2026); NEO NL's own announcement date not confirmed - date from secondary source. Contract values not disclosed; EU-approved state aid of EUR 172-222m covers preparatory work incl. FEED (NEI 27 Aug 2026). Capacity left null because only a per-unit range (1,000-1,650 MWe) is given. date from secondary source (https://world-nuclear-news.org/articles/reactor-technology-selection-process-progresses-in-netherlands); primary not fetched: WNN 26 Aug 2026 and NEI 27 Aug 2026 report the FEED awards to EDF (EPR) and Westinghouse (AP1000) by NEO NL without a signing date; recorded on the WNN report date. Two units of 1,000-1,650 MWe; operation ~2035; FEED 12-18 months."}, {"deal_id": "2026-08-spain-extends-almaraz-to-2030", "date": "2026-08-12", "type": "policy", "title": "Spain extends Almaraz 1 and 2 operation to 8 June 2030, delaying the phase-out by three years", "parties": ["Ministerio para la Transicion Ecologica y el Reto Demografico", "Consejo de Seguridad Nuclear", "Centrales Nucleares Almaraz-Trillo AIE", "Iberdrola", "Endesa", "Naturgy"], "project_or_site": "Almaraz Nuclear Power Plant, Extremadura", "country_iso3": "ESP", "capacity_mw": 2000, "duration_years": 3, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "A ministerial order published in the Official State Gazette extends the operating life of Almaraz (about 7% of Spanish generation) until 8 June 2030 instead of the November 2027 and October 2028 closure dates in the 2019 phase-out protocol, after the CSN issued a favourable report on 16 July 2026 following the owners' autumn-2025 request.", "company_ids": ["iberdrola", "endesa", "naturgy"], "reactor_or_facility_ids": ["almaraz-1", "almaraz-2"], "source_url": "https://www.boe.es/boe/dias/2026/08/14/pdfs/BOE-A-2026-17756.pdf", "source_name": "Boletin Oficial del Estado - Orden TED/864/2026", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Order signed 12 Aug 2026, published in BOE 14 Aug 2026 (government announcement Friday 14 Aug). Owners Iberdrola/Endesa/Naturgy (approx. 53/36/11%) from standard ownership, not from the BOE text; licensee is CNAT. Capacity ~2,000 MW (2 x ~1,050 MW) from standard plant data. Date corrected from 2026-08-14 to 2026-08-12 after fetching https://www.boe.es/boe/dias/2026/08/14/pdfs/BOE-A-2026-17756.pdf on 2026-10-09: BOE no. 199 of 14 Aug 2026 publishes Orden TED/864/2026 de 12 de agosto renewing the operating authorisation of Almaraz I and II until 8 June 2030 (revoking Orden TED/773/2020: 1 Nov 2027 / 31 Oct 2028); CSN favourable report 16 Jul 2026; licensee Centrales Nucleares Almaraz-Trillo AIE. Date moved from 14 Aug (publication) to 12 Aug 2026 (order)."}, {"deal_id": "2026-07-china-state-council-approves-8-units", "date": "2026-07-31", "type": "policy", "title": "China's State Council approves eight new reactors incl. first four Hualong One 2.0 units", "parties": ["State Council of the People's Republic of China", "CGN", "CNNC"], "project_or_site": "Sites in Zhejiang, Guangdong, Liaoning and Shandong", "country_iso3": "CHN", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "At a State Council executive meeting on 31 July 2026 chaired by Premier Li Qiang, eight new reactors were approved across four provinces, including the first four units using the Hualong One 2.0 design. This follows approvals of 11 units in August 2024 and 10 units in April 2025.", "company_ids": ["cgn", "cnnc"], "reactor_or_facility_ids": [], "source_url": "https://www.nucnet.org/news/china-approves-eight-new-nuclear-plants-including-four-with-hualong-one-2-0-technology-8-2-2026", "source_name": "NucNet", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Also reported by POWER, NEI Magazine, Caixin (2026-08-01). Site/unit list and total capacity not in NucNet summary; fill from CGN/CNNC statements. Date confirmed in cited source (fetched 2026-10-09): NucNet byline 4 Aug 2026; State Council executive meeting 31 July per CGN."}, {"deal_id": "2026-07-doe-reactor-pilot-program-criticalities", "date": "2026-07-04", "type": "licensing_milestone", "title": "Four DOE Reactor Pilot Program test reactors reach criticality by the 4 July 2026 goal", "parties": ["US Department of Energy", "Aalo Atomics", "Antares Nuclear", "Valar Atomics", "Deployable Energy"], "project_or_site": "Idaho National Laboratory and other DOE-authorised sites", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Under the DOE Reactor Pilot Program (selections announced August 2025), Antares Nuclear's Mark-0, Valar Atomics' Ward 250 and Deployable Energy's Unity achieved criticality in June 2026 and Aalo Atomics' Aalo-X at INL on 4 July 2026, meeting the administration's goal of at least three test reactors critical by Independence Day 2026.", "company_ids": ["aalo-atomics", "antares-nuclear", "valar-atomics", "deployable-energy"], "reactor_or_facility_ids": ["aalo-x", "ward-250", "mark-0", "unity"], "source_url": "https://www.energy.gov/articles/department-energy-celebrates-fourth-criticality-ahead-july-4th-goal", "source_name": "US Department of Energy", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Aalo-X date 4 July 2026 per ANS (2026-07-06); DOE article says 'early Saturday'. Oklo's isotope test reactor reached criticality later (ANS article-8277, date not verified). DOE selected 11 projects (10 companies) on 12 Aug 2025 (not fetched). Date confirmed in cited source (fetched 2026-10-09): DOE article displayed 6 July 2026 (Monday) says Aalo-X critical 'early Saturday' = 4 July 2026; Mark-0, Ward 250, Unity in June 2026."}, {"deal_id": "2026-07-centrus-doe-haleu-production-contract", "date": "2026-07-01", "type": "fuel_cycle", "title": "Centrus finalises USD 900 million DOE contract for commercial-scale HALEU capacity at Piketon", "parties": ["Centrus Energy", "US Department of Energy"], "project_or_site": "American Centrifuge Plant, Piketon, Ohio", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": 900, "value_local": null, "currency": null, "status": "signed", "summary": "Centrus signed a contract finalising a DOE award (base value USD 900 million, up to USD 1.07 billion with options incl. up to USD 170 million of HALEU purchases) to build commercial-scale HALEU enrichment capacity at Piketon, with first new capacity targeted for 2029. The earlier demonstration contract delivered more than 1,900 kg HALEU UF6, the final 900 kg completed mid-June 2026.", "company_ids": ["centrus-energy"], "reactor_or_facility_ids": ["piketon-american-centrifuge-plant"], "source_url": "https://www.sec.gov/Archives/edgar/data/0001065059/000162828026046801/ex991_haleu900mpr.htm", "source_name": "SEC EDGAR filing (press release exhibit)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Date is NucNet article date (3 Jul 2026); contract signing announced 'earlier this year' award finalised. Fluor appointed EPC contractor for the Piketon expansion 11 Feb 2026 (ANS). See also ANS 2026-07-06. Date corrected from 2026-07-03 to 2026-07-01 after fetching https://www.sec.gov/Archives/edgar/data/0001065059/000162828026046801/ex991_haleu900mpr.htm on 2026-10-09: Centrus press release (8-K exhibit) dateline July 1, 2026; NucNet covered 3 July. Date moved from 3 to 1 July 2026."}, {"deal_id": "2026-06-urenco-usa-fifth-new-cascade-online", "date": "2026-06-22", "type": "fuel_cycle", "title": "Urenco USA brings fifth new cascade online at Eunice, New Mexico; 2.1 million SWU new plant planned from 2029", "parties": ["Urenco USA", "Urenco"], "project_or_site": "Urenco USA (UUSA) enrichment facility, Eunice, New Mexico", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Urenco said the fifth cascade of its current US expansion began production on 22 June 2026; the programme adds about 700,000 SWU/yr to the 4.3 million SWU/yr plant over two years with three further cascades, finishing by early 2027. Urenco also plans a new enrichment plant adding 2.1 million SWU/yr with construction from 2029 and first cascades producing in 2032, taking installed capacity above 7 million SWU within ten years, plus refurbishment of existing cascades from 2027.", "company_ids": ["urenco"], "reactor_or_facility_ids": ["urenco-usa-eunice"], "source_url": "https://www.urenco.com/news/uusa/2026/urenco-usa-continues-successful-installation-of-us-uranium-enrichment-capacity", "source_name": "Urenco press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Release dated 29 Jun 2026; cascade production start 22 Jun 2026 used as the event date. No dollar figure given ('multi-billion-dollar' investments). The 16% share of existing capacity is a derived figure (700k / 4.3m). Date confirmed in cited source (fetched 2026-10-09): Urenco release 29 Jun 2026: fifth cascade began production 22 June; 700,000 SWU programme over two years finishing early 2027; new 2.1m SWU plant construction 2029, production 2032; >7m SWU within 10 years."}, {"deal_id": "2026-06-switzerland-parliament-lifts-new-build-ban", "date": "2026-06-19", "type": "policy", "title": "Swiss Parliament adopts counter-proposal to Blackout initiative lifting new-build ban", "parties": ["Swiss Federal Assembly", "Swiss Federal Council"], "project_or_site": "Switzerland (Nuclear Energy Act amendment)", "country_iso3": "CHE", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "In the June 2026 summer session the National Council approved the Federal Council's indirect counter-proposal to the 'Stop the Blackout' popular initiative, after rejecting a referral motion 100-98 on 18 June 2026; the Council of States had approved it earlier (reported 13 March 2026). The amendment would again allow general licences for new nuclear plants; the Greens announced a referendum.", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://www.parlament.ch/poly/Abstimmung/52/out/vote_52_32807.pdf", "source_name": "Swiss Parliament (parlament.ch) vote record", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Date is the National Council approval reported 18 June 2026; the formal final votes of both chambers were scheduled for 19 June 2026 (end of session) — verify in the Federal Gazette. Council of States vote: NucNet 2026-03-13. Federal Council adopted the counter-proposal message in 2025. Referendum/popular vote timing unknown as of 2026-10-09. Date corrected from 2026-06-18 to 2026-06-19 after fetching https://www.parlament.ch/poly/Abstimmung/52/out/vote_52_32807.pdf on 2026-10-09: Final vote (Schlussabstimmung) in the National Council on 19 June 2026: 106 yes, 88 no, 5 abstentions (Geschaeft 25.068-1). National Council approval in detail 18 June 2026 (bluewin); referral motion rejected 15/16 June. Date moved from 18 to 19 June 2026 (formal final vote)."}, {"deal_id": "2026-06-videberg-kraft-selects-rolls-royce-smr", "date": "2026-06-15", "type": "smr_order", "title": "Vattenfall's Videberg Kraft selects Rolls-Royce SMR for three units at Ringhals/Varo", "parties": ["Videberg Kraft", "Vattenfall", "Industrikraft", "Rolls-Royce SMR"], "project_or_site": "Varo Peninsula near Ringhals, Sweden", "country_iso3": "SWE", "capacity_mw": 1500, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "announced", "summary": "Videberg Kraft (Vattenfall/Industrikraft, with the Swedish state to become majority owner) chose Rolls-Royce SMR over GE Vernova Hitachi's BWRX-300 after a three-year assessment, planning three 470 MWe units (about 1.5 GW) with the first unit targeted for the mid-2030s. Sweden's nuclear state-aid act took effect 1 August 2025 and Videberg Kraft filed the first aid application in December 2025.", "company_ids": ["vattenfall", "rolls-royce-smr", "videberg-kraft"], "reactor_or_facility_ids": ["ringhals-smr"], "source_url": "https://group.vattenfall.com/press-and-media/pressreleases/2026/videberg-kraft-selects-rolls-royce-smr-as-supplier-for-new-nuclear-power-in-sweden", "source_name": "Vattenfall press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Vendor selection, not a binding supply contract. Reuters/Euronext coverage same day. Secondary source replaced by primary https://group.vattenfall.com/press-and-media/pressreleases/2026/videberg-kraft-selects-rolls-royce-smr-as-supplier-for-new-nuclear-power-in-sweden (fetched 2026-10-09): Vattenfall release 15 June 2026 15:00 CET; three 470 MW units at Varo; supplier selection, no contract stated."}, {"deal_id": "2026-06-centrus-completes-haleu-demonstration-900kg", "date": "2026-06-15", "type": "fuel_cycle", "title": "Centrus completes final 900 kg HALEU delivery under DOE demonstration contract ahead of schedule", "parties": ["Centrus Energy", "US Department of Energy"], "project_or_site": "American Centrifuge Plant, Piketon, Ohio", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Centrus completed the final 900 kg of HALEU UF6 under its DOE demonstration contract in mid-June 2026, two weeks ahead of schedule, bringing cumulative deliveries to more than 1,900 kg; the company plans to run the existing 16-centrifuge cascade commercially while building the new DOE-funded capacity due by 2029.", "company_ids": ["centrus-energy"], "reactor_or_facility_ids": ["piketon-american-centrifuge-plant"], "source_url": "https://www.powermag.com/centrus-signs-900m-doe-contract-pivots-sole-u-s-haleu-cascade-to-commercial-operation/", "source_name": "POWER magazine", "as_of_date": "2026-10-09", "confidence": "low", "notes": "Exact completion date not stated ('mid-June 2026'); recorded as 2026-06-15 (approximation). Earlier 900 kg Phase II milestone completed June 2025 (NucNet 2025). Date confirmed against https://www.powermag.com/centrus-signs-900m-doe-contract-pivots-sole-u-s-haleu-cascade-to-commercial-operation/ (fetched 2026-10-09): POWER 2 Jul 2026: final 900 kg completed 'in mid-June', two weeks ahead of schedule; >1,900 kg cumulative; USD 900m contract signed 30 Jun 2026 and announced 1 Jul. Exact completion day not published - 2026-06-15 remains an approximation (confidence low). id prefix corrected to 2026-06."}, {"deal_id": "2026-06-italy-chamber-approves-nuclear-enabling-law", "date": "2026-06-04", "type": "regulation", "title": "Italian Chamber of Deputies approves nuclear enabling law (legge delega), sending it to the Senate", "parties": ["Chamber of Deputies (Italy)", "Government of Italy"], "project_or_site": "Italy (national legislation)", "country_iso3": "ITA", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "The Chamber of Deputies approved the government's enabling bill on sustainable nuclear energy on 4 June 2026 by 155 votes to 86 with 8 abstentions; the bill authorises implementing decrees on siting, licensing, a safety authority and waste, and went to the Senate, which gave final approval on 23 September 2026.", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://www.lasicilia.it/news/politica/3045809/la-camera-riapre-la-porta-al-nucleare-sostenibile-voto-storico-ma-la-partita-si-gioca-sui-rifiuti-e-sui-territori.html", "source_name": "La Sicilia (Italian news)", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Vote on Thursday 4 Jun 2026 per La Sicilia; tally 155-86-8 per L'Espresso (4 Jun 2026). Enabling law only; Senate final approval 23 Sep 2026 recorded separately. Council of Ministers approved the draft on 28 Feb 2025 (not re-verified). Date confirmed against https://www.lasicilia.it/news/politica/3045809/la-camera-riapre-la-porta-al-nucleare-sostenibile-voto-storico-ma-la-partita-si-gioca-sui-rifiuti-e-sui-territori.html (fetched 2026-10-09): La Sicilia 4 Jun 2026: 'Il voto di giovedi 4 giugno 2026', 155 yes; L'Espresso 4 Jun 2026: 155-86-8. (A document circulating as 'testo approvato Aula Camera il 3 giugno 2026' refers to the text; the final vote was 4 June.)"}, {"deal_id": "2026-06-ferc-waiver-crane-interconnection-rights", "date": "2026-06-01", "type": "licensing_milestone", "title": "FERC grants waiver letting Constellation move Eddystone interconnection rights to Crane", "parties": ["Federal Energy Regulatory Commission", "Constellation Energy", "PJM Interconnection"], "project_or_site": "Crane Clean Energy Center, Pennsylvania", "country_iso3": "USA", "capacity_mw": 835, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "FERC issued a one-time limited waiver allowing Constellation to transfer PJM capacity interconnection rights from its Eddystone oil/gas units to the Crane Clean Energy Center, reducing or eliminating transmission upgrades that a PJM analysis had suggested could delay full grid connection to 2031; Constellation says restart can come as soon as 2027.", "company_ids": ["constellation-energy"], "reactor_or_facility_ids": ["crane-clean-energy-center"], "source_url": "https://www.ans.org/news/2026-06-05/article-8097/ferc-approves-constellation-waiver-request-on-crane-restart/", "source_name": "ANS Nuclear Newswire", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Order date 1 June 2026 per ANS; FERC citation reported elsewhere as 195 FERC 61,162 (unverified). Transfer volume reported as 760 MW by secondary sources (unverified). NRC public meeting on restart progress held 28 July 2026. Date confirmed in cited source (fetched 2026-10-09): ANS 5 Jun 2026: FERC order dated 1 June 2026; MW not stated; PJM upgrades late 2030."}, {"deal_id": "2026-04-rooppur-1-fuel-loading", "date": "2026-04-28", "type": "new_build", "title": "Fuel loading begins at Rooppur 1, Bangladesh's first reactor, with grid trial expected by August", "parties": ["Bangladesh Atomic Energy Commission", "Nuclear Power Plant Company Bangladesh", "Rosatom"], "project_or_site": "Rooppur Nuclear Power Plant, Pabna", "country_iso3": "BGD", "capacity_mw": 1200, "duration_years": null, "value_usd_m": 12650, "value_local": null, "currency": null, "status": "pending", "summary": "Fuel loading of the first VVER-1200 unit at Rooppur started on 28 April 2026, the final stage before trial generation; about 300 MW was expected on the grid on a trial basis by August 2026 with full commercial operation up to ten months later. The two-unit USD 12.65 billion project is Rosatom-built and largely Russian-financed.", "company_ids": ["rosatom", "npcbl"], "reactor_or_facility_ids": ["rooppur-1"], "source_url": "https://www.engineeringnews.co.za/article/rooppur-nuclear-power-plant-bangladesh-update-2026-05-01", "source_name": "Engineering News (project update)", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Whether the August 2026 grid trial happened is not verified as of 2026-10-09 — known gap. Rosatom in Jan 2026 listed Rooppur 1 and Akkuyu 1 among four foreign start-ups hoped for in 2026 (WNN 19 Jan 2026). Date confirmed in cited source (fetched 2026-10-09): Engineering News 1 May 2026: fuel loading began 28 April; 2 x VVER-1200 (2,400 MW); USD 12.65bn; ~300 MW trial grid delivery expected by August 2026. Grid connection not confirmed as of 2026-10-09 (TBS News Aug 2026 still quoted 'by end of August')."}, {"deal_id": "2026-04-kashiwazaki-kariwa-6-commercial-operation", "date": "2026-04-16", "type": "restart", "title": "TEPCO's Kashiwazaki-Kariwa 6 resumes commercial operation after 14 years offline", "parties": ["Tokyo Electric Power Company Holdings"], "project_or_site": "Kashiwazaki-Kariwa Nuclear Power Station, Niigata", "country_iso3": "JPN", "capacity_mw": 1315, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Kashiwazaki-Kariwa 6 (1,315 MW ABWR) resumed commercial operation at 16:00 local time on 16 April 2026, TEPCO's first restart since Fukushima; restart work began on 21 January 2026 but was suspended for a control-rod malfunction, delaying commercial operation about 50 days. It is the 15th Japanese reactor to return to service since 2011.", "company_ids": ["tepco"], "reactor_or_facility_ids": ["kashiwazaki-kariwa-6"], "source_url": "https://www.nucnet.org/news/japan-s-kashiwazaki-kariwa-6-resumes-commercial-operation-after-more-than-14-years-offline-4-5-2026", "source_name": "NucNet", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Original plan was commercial operation in late February 2026 (Japan Energy Hub). Unit 7 schedule not confirmed as of source. Date confirmed in cited source (fetched 2026-10-09): Commercial operation 16 April 2026 16:00 per TEPCO (NucNet 17 Apr 2026)."}, {"deal_id": "2026-04-rolls-royce-smr-gben-wylfa-contract", "date": "2026-04-13", "type": "smr_order", "title": "Rolls-Royce SMR and Great British Energy-Nuclear sign contract for three SMRs at Wylfa", "parties": ["Rolls-Royce SMR", "Great British Energy - Nuclear", "UK Government"], "project_or_site": "Wylfa, Anglesey, Wales", "country_iso3": "GBR", "capacity_mw": 1400, "duration_years": null, "value_usd_m": null, "value_local": 2600, "currency": "GBP", "status": "signed", "summary": "GBE-N and Rolls-Royce SMR signed the contract to develop a three-unit, ~1.4 GWe SMR plant at Wylfa, enabled by GBP 2.6 billion allocated in the 2025 Spending Review, with up to GBP 599 million of National Wealth Fund support for Rolls-Royce SMR. Rolls-Royce SMR was named preferred bidder on 10 June 2025; first power is targeted for the mid-2030s with FID expected around 2029.", "company_ids": ["rolls-royce-smr", "great-british-energy-nuclear"], "reactor_or_facility_ids": ["wylfa-smr"], "source_url": "https://www.gov.uk/government/news/great-british-energy-nuclear-and-rolls-royce-smr-sign-contract", "source_name": "UK Government (GOV.UK) press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Signing date inferred from ANS ('on Tuesday' = 14 Apr 2026; NCE report dated 13 Apr 2026 suggests possible 13 Apr announcement) — verify against Rolls-Royce SMR press room. Wylfa was confirmed as the first site in Nov 2025 (Rolls-Royce SMR press release). Date corrected from 2026-04-14 to 2026-04-13 after fetching https://www.gov.uk/government/news/great-british-energy-nuclear-and-rolls-royce-smr-sign-contract on 2026-10-09: gov.uk release published 13 April 2026 (NucNet 13 Apr; ANS said 'Tuesday' = 14 Apr, superseded). Date moved from 14 to 13 April 2026."}, {"deal_id": "2026-03-cnsc-darlington-hold-point-1-lifted", "date": "2026-03-30", "type": "licensing_milestone", "title": "CNSC lifts first hold point for Darlington BWRX-300; OPG applies for 20-year operating licence", "parties": ["Ontario Power Generation", "Canadian Nuclear Safety Commission", "GE Vernova Hitachi Nuclear Energy"], "project_or_site": "Darlington New Nuclear Project, Ontario", "country_iso3": "CAN", "capacity_mw": 300, "duration_years": 20, "value_usd_m": null, "value_local": 20900, "currency": "CAD", "status": "completed", "summary": "The CNSC removed the first of three regulatory hold points (reactor-building foundation) for the first Darlington BWRX-300 and OPG applied for a 20-year operating licence; OPG holds a licence to construct (April 2025) and Ontario approved the CAD 20.9 billion budget for four units in May 2025, with grid connection of unit 1 targeted by end-2030.", "company_ids": ["opg", "ge-vernova"], "reactor_or_facility_ids": ["darlington-smr-1"], "source_url": "https://www.world-nuclear-news.org/articles/opg-applies-for-operating-licence-for-bwrx-300-smr", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Hold-point date inferred ('Monday' before WNN 2 Apr 2026 article = 30 Mar 2026). CNSC licence to construct issued 4 Apr 2025 (WNN 'Canadian regulator issues SMR construction licence'); Ontario approval 8 May 2025 — see separate 2025 records. Date confirmed in cited source (fetched 2026-10-09): WNN 2 Apr 2026: RHP-1 lifted 'on Monday' = 30 Mar 2026 (inferred); 20-year operating licence applied for (date not given); grid end-2030."}, {"deal_id": "2026-03-vietnam-rosatom-ninh-thuan-1-agreement", "date": "2026-03-23", "type": "new_build", "title": "Vietnam and Rosatom sign agreement for two VVER-1200 units at Ninh Thuan 1", "parties": ["Government of Vietnam", "Rosatom"], "project_or_site": "Ninh Thuan 1, Ninh Thuan province", "country_iso3": "VNM", "capacity_mw": 2400, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Vietnam and Russia signed an intergovernmental agreement on 23 March 2026, during Prime Minister Pham Minh Chinh's official visit to Russia, for the construction of Ninh Thuan 1 with two Rosatom VVER-1200 units (about 2,400 MW), reviving the programme suspended in 2016; cost and schedule were not disclosed (the prime minister's earlier target was completion by 2030).", "company_ids": ["rosatom", "evn"], "reactor_or_facility_ids": ["ninh-thuan-1"], "source_url": "https://moit.gov.vn/en/news/vietnam-and-russia-officially-commit-to-nuclear-power-development.html", "source_name": "Ministry of Industry and Trade of Vietnam", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Intergovernmental agreement, not an EPC contract; financing not disclosed. Japan withdrew from Ninh Thuan 2 in December 2024 (Reuters). Secondary source replaced by primary https://moit.gov.vn/en/news/vietnam-and-russia-officially-commit-to-nuclear-power-development.html (fetched 2026-10-09): MOIT news 24 Mar 2026: intergovernmental agreement signed 23 Mar 2026 during PM Pham Minh Chinh's visit to Russia, witnessed by PMs Chinh and Mishustin; 2 x VVER-1200, ~2,400 MW; no cost or schedule."}, {"deal_id": "2026-03-switzerland-council-of-states-approves-counterproposal", "date": "2026-03-11", "type": "policy", "title": "Swiss Council of States backs lifting the new-build ban via counter-proposal to Blackout initiative", "parties": ["Swiss Council of States", "Swiss Federal Council"], "project_or_site": "Switzerland (Nuclear Energy Act amendment)", "country_iso3": "CHE", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "The Council of States (upper house) approved the Federal Council's indirect counter-proposal to the 'Stop the Blackout' popular initiative by 26 votes to 12 with 3 abstentions on 11 March 2026; the amendment to the Nuclear Energy Act would again allow general licences for new reactors. The National Council followed in June 2026 (final votes 19 June 2026).", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://www.parlament.ch/de/services/news/Seiten/2026/20260311124425486194158159026_bsd112.aspx", "source_name": "Swiss Parliament news (SDA), parlament.ch", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Vote tally 26-12-3 per the parlament.ch (SDA) news item of 11 Mar 2026; NucNet's 13 Mar 2026 report gave no date or tally. National Council final vote 19 Jun 2026 recorded separately. Date corrected from 2026-03-12 to 2026-03-11 after fetching https://www.parlament.ch/de/services/news/Seiten/2026/20260311124425486194158159026_bsd112.aspx on 2026-10-09: parlament.ch news 11 Mar 2026: Staenderat approved the indirect counter-proposal to 'Jederzeit Strom fuer alle (Blackout stoppen)' on Wednesday 11 Mar 2026 by 26-12 with 3 abstentions. Date moved from 12 to 11 Mar 2026; id prefix corrected."}, {"deal_id": "2026-03-terrapower-natrium-construction-permit", "date": "2026-03-04", "type": "licensing_milestone", "title": "NRC approves construction permit for TerraPower Natrium unit at Kemmerer, Wyoming", "parties": ["TerraPower", "US Nuclear Regulatory Commission"], "project_or_site": "Kemmerer Unit 1 (Natrium), Wyoming", "country_iso3": "USA", "capacity_mw": 345, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "TerraPower announced NRC approval of the construction permit for the 345 MWe (500 MW peak with molten-salt storage) Natrium sodium-cooled fast reactor at Kemmerer; the application was submitted in March 2024 and docketed in May 2024, and the review took 18 months against a 27-month schedule. Nuclear construction was to begin within weeks; completion is expected in 2030.", "company_ids": ["terrapower"], "reactor_or_facility_ids": ["kemmerer-1"], "source_url": "https://www.terrapower.com/NRC-Approves-Natrium-Reactor-Construction-Permit", "source_name": "TerraPower press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "ANS (article-7818) also reports the approval. Non-nuclear construction began June 2024. Date confirmed in cited source (fetched 2026-10-09): Release dated March 4, 2026; 345 MW (500 MW with storage); completion 2030; 18-month review."}, {"deal_id": "2026-03-cameco-india-dae-uranium-supply", "date": "2026-03-02", "type": "offtake", "title": "Cameco signs nine-year uranium supply agreement with India's Department of Atomic Energy", "parties": ["Cameco", "Department of Atomic Energy (India)"], "project_or_site": "n/a (uranium ore concentrate deliveries 2027-2035)", "country_iso3": "IND", "capacity_mw": null, "duration_years": 9, "value_usd_m": null, "value_local": 2600, "currency": "CAD", "status": "signed", "summary": "Cameco agreed to supply nearly 22 million lb U3O8 to India's DAE over nine years, with deliveries from 2027 through 2035; Cameco valued the market-related contract at about CAD 2.6 billion at a spot price of USD 86.95/lb. Announced in Delhi alongside Canada-India trade agreements.", "company_ids": ["cameco"], "reactor_or_facility_ids": [], "source_url": "https://www.cameco.com/media/news/cameco-signs-long-term-uranium-supply-agreement-with-india", "source_name": "Cameco press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Value is Cameco's estimate at spot; pricing is market-related. Cameco previously supplied India under a five-year contract from 2015. Date confirmed in cited source (fetched 2026-10-09): Dateline March 2, 2026; ~22 Mlb U3O8 2027-2035; ~CAD 2.6bn at USD 86.95/lb."}, {"deal_id": "2026-02-orano-project-ike-environmental-report-nrc", "date": "2026-02-23", "type": "fuel_cycle", "title": "Orano submits environmental report to NRC for USD 5 billion Project IKE enrichment facility", "parties": ["Orano USA", "US Nuclear Regulatory Commission"], "project_or_site": "Project IKE, Oak Ridge, Tennessee", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": 5000, "value_local": null, "currency": null, "status": "pending", "summary": "Orano USA announced the submission of the environmental report for Project IKE, a gas-centrifuge enrichment plant in Oak Ridge valued at USD 5 billion with more than 1,000 construction jobs over an initial five-year build and 300 permanent positions; the complete facility licence application to the NRC was expected later in 2026.", "company_ids": ["orano"], "reactor_or_facility_ids": ["orano-oak-ridge"], "source_url": "https://www.orano.group/usa/en/our-news/news-releases/2026/orano-achieves-milestone-with-environmental-report-submission-for-project-ike-uranium-enrichment-facility-to-nrc", "source_name": "Orano USA press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Release dated 23 Feb 2026 (Bethesda) says the report was 'recently submitted' - exact submission date not given, record uses the release date. Capacity (SWU/yr) not stated. Whether the full licence application was filed by Oct 2026 is not verified. Date confirmed in cited source (fetched 2026-10-09): Orano USA release 23 Feb 2026 (Bethesda): ER 'recently submitted' to NRC; USD 5bn; >1,000 construction jobs, 300 permanent; full licence application expected later in 2026."}, {"deal_id": "2026-02-fluor-epc-centrus-piketon-expansion", "date": "2026-02-11", "type": "fuel_cycle", "title": "Centrus appoints Fluor as EPC contractor for Piketon enrichment plant expansion", "parties": ["Centrus Energy", "Fluor"], "project_or_site": "American Centrifuge Plant, Piketon, Ohio", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Centrus selected Fluor as engineering, procurement and construction contractor for the multi-billion-dollar expansion of LEU and HALEU enrichment capacity at Piketon, supported by the January 2026 DOE task order.", "company_ids": ["centrus-energy", "fluor"], "reactor_or_facility_ids": ["piketon-american-centrifuge-plant"], "source_url": "https://investors.centrusenergy.com/node/20606", "source_name": "Centrus Energy press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Date (11 Feb 2026) taken from NucNet's related-stories list; the ANS URL returned by search carries a mismatched slug — verify against Centrus press release. Secondary source replaced by primary https://investors.centrusenergy.com/node/20606 (fetched 2026-10-09): Centrus release 11 Feb 2026 (Bethesda): ACO-Fluor multi-year EPC collaboration for Piketon LEU/HALEU expansion (12 t/yr HALEU planned; USD 2.3bn LEU contingent backlog; USD 560m Oak Ridge centrifuge manufacturing)."}, {"deal_id": "2026-02-paks-ii-first-concrete", "date": "2026-02-05", "type": "new_build", "title": "First concrete poured for Paks II unit 5 (VVER-1200), Hungary", "parties": ["Paks II Ltd", "Rosatom", "Government of Hungary"], "project_or_site": "Paks II, Hungary", "country_iso3": "HUN", "capacity_mw": 2400, "duration_years": null, "value_usd_m": null, "value_local": 10000, "currency": "EUR", "status": "completed", "summary": "First structural concrete for Paks II unit 5 was poured at a ceremony on 5 February 2026 attended by Rosatom's leadership, after the Hungarian Atomic Energy Authority issued the first-concrete permits in November 2025; the two VVER-1200 units are 80% financed by a Russian state loan of up to EUR 10 billion and are targeted for grid connection in the early 2030s.", "company_ids": ["rosatom", "paks-ii"], "reactor_or_facility_ids": ["paks-5", "paks-6"], "source_url": "https://world-nuclear-news.org/articles/first-concrete-poured-for-hungarys-paks-ii-nuclear-project", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "value_local = Russian loan ceiling, not total cost (EUR 12.5bn). Construction licence issued Aug 2022. EU General Court annulled EC state-aid approval (Sept 2025) — appeal status not verified. Date confirmed in cited source (fetched 2026-10-09): WNN Thursday 5 Feb 2026: ceremony 'on Thursday'; Russian loan up to EUR 10bn (80%); permits November (year not stated)."}, {"deal_id": "2026-01-kazakhstan-approves-second-nuclear-plant", "date": "2026-01-26", "type": "policy", "title": "Kazakhstan government resolution approves construction of a second nuclear plant at Balkhash", "parties": ["Government of Kazakhstan", "Kazakhstan Atomic Energy Agency"], "project_or_site": "Lake Balkhash area (adjacent to first plant site near Ulken)", "country_iso3": "KAZ", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "A resolution signed at the end of January 2026 by Prime Minister Oljas Bektenov approved construction of Kazakhstan's second nuclear power plant alongside the first (Rosatom VVER-1200) site at Lake Balkhash; Kazakh press reports expect CNNC technology for the second and a third plant.", "company_ids": ["cnnc", "rosatom"], "reactor_or_facility_ids": [], "source_url": "https://www.nucnet.org/news/kazakhstan-approves-construction-of-second-nuclear-power-station-2-3-2026", "source_name": "NucNet", "as_of_date": "2026-10-09", "confidence": "low", "notes": "Resolution signed 26 Jan 2026 by PM Bektenov per Tengrinews (2 Feb 2026); NucNet 4 Feb 2026 says 'end of January'. Official text on adilet.zan.kz not fetched. Vendor for plant 2 (CNNC) is a press expectation only. Date corrected from 2026-01-30 to 2026-01-26 after fetching https://tengrinews.kz/kazakhstan_news/kazahstane-opredelilis-mestom-stroitelstva-vtoroy-aes-591733/ on 2026-10-09: Tengrinews 2 Feb 2026: government resolution signed 26 January 2026 by PM Bektenov, Zhambyl district, Almaty region. Date moved from 30 to 26 Jan 2026. NucNet 4 Feb 2026 corroborates ('end of January')."}, {"deal_id": "2026-01-rosatom-targets-akkuyu-1-start-up-2026", "date": "2026-01-19", "type": "new_build", "title": "Rosatom says Akkuyu 1 (Turkey) start-up preparations under way, targeting 2026", "parties": ["Rosatom", "Akkuyu Nukleer"], "project_or_site": "Akkuyu Nuclear Power Plant, Mersin", "country_iso3": "TUR", "capacity_mw": 1200, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "pending", "summary": "In a New Year interview Rosatom DG Alexei Likhachev said start-up preparations were under way at Akkuyu 1 and that Rosatom would 'do everything to make Turkey's nuclear energy a reality this year', noting Siemens' refusal to supply equipment and USD 2 billion of frozen investment; Rooppur 1, Tianwan 7 and Xudabao 3 were the other foreign start-ups hoped for in 2026.", "company_ids": ["rosatom", "akkuyu-nukleer"], "reactor_or_facility_ids": ["akkuyu-1"], "source_url": "https://world-nuclear-news.org/articles/rosatom-hopes-for-four-foreign-unit-start-ups-in-2026", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Statement of intent, not a milestone; actual Akkuyu 1 grid date as of Oct 2026 not verified — known gap. Date confirmed in cited source (fetched 2026-10-09): WNN 19 Jan 2026 reporting Likhachev's New Year interview (Rossiya 24; Strana Rosatom ~15 Jan 2026): Rooppur 1, Akkuyu 1, Tianwan 7, Xudabao 3; Siemens refusal, ~USD 2bn frozen."}, {"deal_id": "2026-01-us-slovakia-iga-bohunice-new-unit", "date": "2026-01-16", "type": "new_build", "title": "US and Slovakia sign intergovernmental agreement for a 1,200 MWe unit at Bohunice (Westinghouse expected)", "parties": ["US Department of Energy", "Government of Slovakia", "Westinghouse Electric Company", "JAVYS"], "project_or_site": "Jaslovske Bohunice new unit", "country_iso3": "SVK", "capacity_mw": 1200, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "US Energy Secretary Chris Wright and Slovak Prime Minister Robert Fico signed an intergovernmental agreement covering the development of a new, state-owned 1,200 MWe nuclear unit at the Jaslovske Bohunice site and broader civil nuclear cooperation (reactor technology, supply chains, safety, workforce). Slovakia had chosen Westinghouse without a tender in 2024-2025; operation is targeted around 2040. Slovakia's Eximbanka and US EXIM also agreed on financing cooperation.", "company_ids": ["westinghouse", "javys"], "reactor_or_facility_ids": ["bohunice-new-unit"], "source_url": "https://www.energy.gov/node/4855805", "source_name": "US Department of Energy", "as_of_date": "2026-10-09", "confidence": "high", "notes": "DOE release does not name Westinghouse or a reactor design (AP1000 expected per 2023 Westinghouse-JAVYS agreements); cost 'multibillion-dollar' (economy ministry earlier estimated up to EUR 10bn). Earlier milestones: Fico press conference on preparations (NucNet 20 Jun 2025); Fico at ENEF Bratislava said agreement 'signed and approved' (NucNet 8 Oct 2025). Date corrected from 2025-06-05 to 2026-01-16 after fetching https://www.energy.gov/node/4855805 on 2026-10-09: Replaced the June 2025 statement of intent (NucNet byline 20 Jun 2025, not 5 Jun) with the signed intergovernmental agreement: DOE release dated 16 Jan 2026 (published 15 Jan, modified 16 Jan) - Secretary Wright and PM Fico signed an IGA for a state-owned 1,200 MWe unit at Jaslovske Bohunice; NEI 20 Jan 2026 and TASR 17 Jan 2026 corroborate. Fico said on 8 Oct 2025 (NucNet) the deal was 'signed and approved'."}, {"deal_id": "2026-01-us-section-232-critical-minerals-proclamation", "date": "2026-01-14", "type": "policy", "title": "Proclamation 11001 concludes Section 232 critical-minerals probe (incl. uranium) without tariffs", "parties": ["US President", "US Department of Commerce", "USTR"], "project_or_site": "n/a", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Proclamation 11001 of 15 January 2026 ('Adjusting Imports of Processed Critical Minerals and Their Derivative Products') closed the Section 232 investigation opened 23 April 2025 under EO 14272, which covered uranium; it imposed no tariffs but directed Commerce and USTR to negotiate agreements that may include price floors, with a status report due within 180 days and tariffs or minimum import prices possible if talks fail.", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://www.federalregister.gov/documents/full_text/text/2026/01/20/2026-01045.txt", "source_name": "Federal Register", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Primary text is on whitehouse.gov / Federal Register (Proclamation 11001). 180-day report would have been due mid-July 2026; outcome not verified. Date corrected from 2026-01-15 to 2026-01-14 after fetching https://www.federalregister.gov/documents/full_text/text/2026/01/20/2026-01045.txt on 2026-10-09: Proclamation 11001 signed 'this fourteenth day of January' 2026; FR published 20 Jan 2026. Date moved from 15 to 14 Jan 2026."}, {"deal_id": "2026-01-meta-vistra-terrapower-oklo", "date": "2026-01-09", "type": "ppa", "title": "Meta announces agreements with Vistra, TerraPower and Oklo for up to 6.6 GW by 2035", "parties": ["Meta", "Vistra", "TerraPower", "Oklo"], "project_or_site": "Perry, Davis-Besse, Beaver Valley (Vistra uprates/PPAs); Natrium units (TerraPower); Pike County, Ohio campus (Oklo)", "country_iso3": "USA", "capacity_mw": 6600, "duration_years": 20, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Following its December 2024 RFP, Meta announced three agreements: 20-year PPAs with Vistra for 2,176 MW from Perry and Davis-Besse plus uprate output (2,609 MW total by 2034); funding for up to eight TerraPower Natrium units (two units of up to 690 MW firm from 2032, rights to six more, 2.1 GW by 2035); and prepayment support for a 1.2 GW Oklo Aurora campus in Pike County, Ohio (first phase as early as 2030).", "company_ids": ["meta", "vistra", "terrapower", "oklo"], "reactor_or_facility_ids": ["perry-1", "davis-besse-1", "beaver-valley-1", "beaver-valley-2"], "source_url": "https://www.world-nuclear-news.org/articles/meta-announces-landmark-agreements-for-new-nuclear", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "capacity_mw is the headline 'up to 6.6 GW' aggregate; duration_years applies to the Vistra PPAs only. No dollar values disclosed. Secondary coverage: CNBC 2026-01-09, NucNet, ANS 2026-01-12. Date confirmed in cited source (fetched 2026-10-09): WNN 9 Jan 2026 and Axios 9 Jan 2026 (same-day announcement). No Meta primary URL found."}, {"deal_id": "2026-01-doe-2-7bn-enrichment-task-orders", "date": "2026-01-05", "type": "fuel_cycle", "title": "DOE awards USD 2.7 billion in enrichment task orders to Centrus, General Matter and Orano", "parties": ["US Department of Energy", "Centrus Energy", "General Matter", "Orano"], "project_or_site": "Piketon OH (Centrus HALEU); Paducah KY (General Matter HALEU); Oak Ridge TN (Orano LEU, Project Ike)", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": 2700, "value_local": null, "currency": null, "status": "signed", "summary": "DOE announced three USD 900 million task orders: American Centrifuge Operating (Centrus) for HALEU at Piketon, General Matter for HALEU at the former Paducah site, and Orano Federal Services for LEU at Oak Ridge; GLE received about USD 28 million subject to negotiation, while Urenco USA and LIS Technologies received no task order. These draw on the October 2024 HALEU and December 2024 LEU IDIQ contract pools.", "company_ids": ["centrus-energy", "general-matter", "orano", "global-laser-enrichment"], "reactor_or_facility_ids": ["piketon-american-centrifuge-plant", "paducah", "orano-oak-ridge"], "source_url": "https://www.ans.org/news/2026-01-06/article-7652/doe-awards-27b-for-haleu-and-leu-enrichment/", "source_name": "ANS Nuclear Newswire", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Announcement date 5 Jan 2026 inferred from ANS ('Yesterday'). Centrus contract finalised July 2026 (separate record). WNN also covered ('DOE awards USD2.7 billion'). Date confirmed in cited source (fetched 2026-10-09): ANS 6 Jan 2026 ('yesterday'); three USD 900m task orders + GLE USD 28m."}, {"deal_id": "2025-12-india-shanti-act-enacted", "date": "2025-12-20", "type": "regulation", "title": "India enacts SHANTI Act replacing Atomic Energy Act 1962 and opening nuclear to private firms", "parties": ["Parliament of India", "Government of India"], "project_or_site": "India (national legislation)", "country_iso3": "IND", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "The Sustainable Harnessing and Advancement of Nuclear Energy for Transforming India (SHANTI) Bill passed the Lok Sabha on 17 December and the Rajya Sabha on 18 December 2025 and received Presidential assent on 20 December 2025; it repeals the Atomic Energy Act 1962 and CLNDA 2010, allows private participation in generation and parts of the fuel cycle, gives AERB statutory status and introduces graded operator liability, in support of a 100 GW-by-2047 target.", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://www.world-nuclear-news.org/articles/indias-shanti-bill-completes-legislative-process", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Assent date 20 Dec 2025 per WNN; News on AIR reported assent on 22 Dec 2025 (possible publication lag) — minor conflict noted. Date confirmed in cited source (fetched 2026-10-09): WNN 22 Dec 2025: Lok Sabha 17 Dec, Rajya Sabha 18 Dec, assent 20 Dec 2025."}, {"deal_id": "2025-12-edf-epr2-cost-estimate-72-8bn", "date": "2025-12-18", "type": "new_build", "title": "EDF puts EPR2 programme (six units) at EUR 72.8 billion; FID expected late 2026, Penly 1 in 2038", "parties": ["EDF", "Government of France"], "project_or_site": "Penly, Gravelines, Bugey (EPR2 pairs)", "country_iso3": "FRA", "capacity_mw": 9900, "duration_years": 40, "value_usd_m": null, "value_local": 72800, "currency": "EUR", "status": "pending", "summary": "EDF presented to its board a forecast cost of EUR 72.8 billion (2020 euros) for six EPR2 reactors, with Penly 1 commissioning targeted for 2038 and later units at 12-18 month intervals; FID is expected in late 2026 after a DINN audit in Q1 2026. State support (subsidised loan for at least 50% of construction cost and a 40-year CfD) was notified to the European Commission on 19 November 2025.", "company_ids": ["edf"], "reactor_or_facility_ids": ["penly-3", "penly-4"], "source_url": "https://www.edf.fr/en/the-edf-group/dedicated-sections/journalists/all-press-releases/edf-shares-its-forecasted-cost-estimate-of-the-epr2-programme-for-eu728bn", "source_name": "EDF press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "capacity_mw = 6 x ~1,650 MW (approximate). Whether FID occurred by Oct 2026 not verified — known gap. Date confirmed in cited source (fetched 2026-10-09): EDF release 18 Dec 2025: EUR 72.8bn (2020 euros); six EPR2 at Penly, Gravelines, Bugey; Penly 1 in 2038; FID late 2026; DINN audit Q1 2026; loan >=50% of construction cost, 40-year CfD, EC notification 19 Nov 2025."}, {"deal_id": "2025-12-flamanville-3-full-power", "date": "2025-12-14", "type": "new_build", "title": "EDF's Flamanville 3 EPR reaches 100% power for the first time (14 December 2025)", "parties": ["EDF"], "project_or_site": "Flamanville 3, Normandy", "country_iso3": "FRA", "capacity_mw": 1669, "duration_years": null, "value_usd_m": null, "value_local": 23700, "currency": "EUR", "status": "completed", "summary": "EDF announced on 17 December 2025 that Flamanville 3 (1,669 MW gross) reached full nuclear thermal power for the first time, 18 years after construction began in 2007 and a year after grid connection on 21 December 2024; the Cour des comptes puts the cost at EUR 23.7 billion including financing. Commercial operation was expected in early 2026.", "company_ids": ["edf"], "reactor_or_facility_ids": ["flamanville-3"], "source_url": "https://www.ans.org/news/2025-12-17/article-7625/flamanville3-reaches-full-power/", "source_name": "ANS Nuclear Newswire", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Full-power date is the EDF announcement date; grid connection 21 Dec 2024 per NucNet/NEI (not fetched). Formal commercial operation date in 2026 not verified. Date corrected from 2025-12-17 to 2025-12-14 after fetching https://www.edf.fr/en/the-edf-group/dedicated-sections/journalists/all-press-releases/update-on-the-flamanville-epr-the-reactor-has-reached-100-of-nuclear-thermal-power on 2026-10-09: EDF release dated 14 Dec 2025: 100% nuclear thermal power reached at 11:37 on 14 Dec 2025; 1,669 MW gross. ANS covered on 17 Dec 2025. Date moved from 17 to 14 Dec 2025."}, {"deal_id": "2025-12-ec-approves-poland-state-aid", "date": "2025-12-09", "type": "policy", "title": "European Commission approves Polish state aid for Lubiatowo-Kopalino nuclear plant", "parties": ["European Commission", "Polskie Elektrownie Jadrowe", "Government of Poland"], "project_or_site": "Lubiatowo-Kopalino, Pomerania", "country_iso3": "POL", "capacity_mw": 3750, "duration_years": 40, "value_usd_m": null, "value_local": 14000, "currency": "EUR", "status": "completed", "summary": "The Commission closed its in-depth probe (opened December 2024) and found Poland's support package compatible with state-aid rules: an equity injection of about EUR 14 billion (30% of an estimated EUR 42 billion cost), state guarantees on 100% of PEJ debt and a two-way CfD shortened from 60 to 40 years, with at least 70% of output sold on exchanges.", "company_ids": ["pej"], "reactor_or_facility_ids": [], "source_url": "https://www.world-nuclear-news.org/articles/eu-approves-polish-state-aid-for-nuclear-plant", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Date is WNN article date; the EC decision itself may be dated 8 or 9 Dec 2025 — verify on EC press corner. value_local is the equity component only. PEJ press release also available (pej.pl). Date confirmed in cited source (fetched 2026-10-09): WNN 9 Dec 2025; PAP says EC announced 'on Tuesday' (= 9 Dec 2025); equity PLN 60bn / EUR 14.1bn."}, {"deal_id": "2025-11-doe-loan-crane-restart", "date": "2025-11-18", "type": "financing", "title": "DOE closes USD 1 billion Energy Dominance Financing loan for Constellation's Crane restart", "parties": ["US Department of Energy", "Constellation Energy"], "project_or_site": "Crane Clean Energy Center, Londonderry Township, Pennsylvania", "country_iso3": "USA", "capacity_mw": 835, "duration_years": null, "value_usd_m": 1000, "value_local": null, "currency": null, "status": "signed", "summary": "DOE announced the closing of a USD 1 billion loan to Constellation Energy Generation under the Energy Dominance Financing programme to restart the 835 MW Crane Clean Energy Center, supporting more than 600 jobs, pending NRC licensing approvals.", "company_ids": ["constellation-energy"], "reactor_or_facility_ids": ["crane-clean-energy-center"], "source_url": "https://www.energy.gov/articles/energy-Department-closes-loan-restart-nuclear-power-plant-pennsylvania", "source_name": "US Department of Energy", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Page metadata shows 17 Nov 2025 publish time; ANS covered on 20 Nov 2025. Recorded as 18 Nov 2025 (article date). Date confirmed in cited source (fetched 2026-10-09): DOE article date line November 18, 2025 (metadata published 17 Nov 12:59 EST, modified 18 Nov); USD 1bn to Constellation Energy Generation LLC; 835 MW; no restart date in release."}, {"deal_id": "2025-10-us-government-westinghouse-80bn-partnership", "date": "2025-10-28", "type": "policy", "title": "US government, Westinghouse, Brookfield and Cameco announce USD 80 billion AP1000 partnership", "parties": ["US Department of Commerce", "US Department of Energy", "Westinghouse Electric Company", "Brookfield Asset Management", "Cameco"], "project_or_site": "US AP1000 fleet build-out (sites TBD)", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": 80000, "value_local": null, "currency": null, "status": "announced", "summary": "The US government agreed to facilitate at least USD 80 billion of new Westinghouse reactors (mainly AP1000s); in return it receives 20% of future profits above USD 17.5 billion distributed to Brookfield and Cameco, convertible into an equity stake of up to 20%, and Westinghouse must IPO by 2029 if valued above USD 30 billion. Japanese commitments announced the same day in Tokyo earmark up to USD 100 billion for US nuclear projects involving Westinghouse and GE Vernova.", "company_ids": ["westinghouse", "brookfield", "cameco"], "reactor_or_facility_ids": [], "source_url": "https://www.cameco.com/sites/default/files/documents/2025-10-28-USG-Brookfield-Cameco-news-release.pdf", "source_name": "Cameco press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Primary: Cameco/Brookfield press release 28 Oct 2025 and White House Japan fact sheet (not fetched). Number of reactors not specified. Secondary source replaced by primary https://www.cameco.com/sites/default/files/documents/2025-10-28-USG-Brookfield-Cameco-news-release.pdf (fetched 2026-10-09): Cameco/Brookfield release 28 Oct 2025 (Saskatoon): binding term sheet with US Department of Commerce; >= USD 80bn; 20% participation above USD 17.5bn; IPO can be required if vested by Jan 2029 and valuation >= USD 30bn."}, {"deal_id": "2025-10-japan-us-investment-framework-nuclear", "date": "2025-10-28", "type": "policy", "title": "Japan-US investment framework earmarks up to USD 100 billion for US nuclear incl. Westinghouse, GE Vernova", "parties": ["Government of Japan", "US Government", "Westinghouse Electric Company", "GE Vernova", "Mitsubishi Heavy Industries", "Toshiba"], "project_or_site": "US reactor projects (AP1000s and SMRs)", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": 100000, "value_local": null, "currency": null, "status": "announced", "summary": "A fact sheet issued during President Trump's Tokyo visit listed Japanese investment commitments including up to USD 100 billion for nuclear projects involving Westinghouse and GE Vernova, with Mitsubishi Heavy Industries and Toshiba named as potential participants in up to USD 100 billion of Westinghouse reactor construction.", "company_ids": ["westinghouse", "ge-vernova", "mitsubishi-heavy-industries", "toshiba"], "reactor_or_facility_ids": [], "source_url": "https://www.powermag.com/westinghouse-enters-partnership-for-80-billion-of-new-nuclear-reactors/", "source_name": "POWER magazine", "as_of_date": "2026-10-09", "confidence": "low", "notes": "Figures reported second-hand (USD 332bn / USD 490bn totals quoted by POWER). Verify against the White House fact sheet of 28 Oct 2025. date from secondary source (https://www.powermag.com/westinghouse-enters-partnership-for-80-billion-of-new-nuclear-reactors/); primary not fetched: POWER 29 Oct 2025: fact sheet issued after Trump-Takaichi meeting on Tuesday 28 Oct 2025; USD 100bn nuclear within USD 490bn Japanese commitments; primary fact sheet not fetched -> confidence low."}, {"deal_id": "2025-10-google-nextera-duane-arnold-restart", "date": "2025-10-27", "type": "restart", "title": "NextEra and Google sign 25-year PPA to restart Duane Arnold by 2029", "parties": ["NextEra Energy", "Google"], "project_or_site": "Duane Arnold Energy Center, Palo, Iowa", "country_iso3": "USA", "capacity_mw": 615, "duration_years": 25, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "NextEra Energy announced plans to restart the 615 MWe Duane Arnold BWR (shut 2020) under a 25-year PPA with Google, with restart targeted for the first quarter of 2029 (possibly 2028) subject to NRC approval; agreements with Iowa cooperatives (CIPCO, Corn Belt) were announced alongside.", "company_ids": ["nextera-energy", "google"], "reactor_or_facility_ids": ["duane-arnold"], "source_url": "https://blog.google/feed/infrastructureduane-arnold-nuclear-plant-iowa/", "source_name": "Google blog (The Keyword)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "S&P Global dated coverage 27 Oct 2025. A NucNet SMR item headlined 'NextEra and Amazon' (10-2-2025) appears to be an error; the counterparty is Google. See also DOE loan record 2026-09-08. Secondary source replaced by primary https://blog.google/feed/infrastructureduane-arnold-nuclear-plant-iowa/ (fetched 2026-10-09): Google post 27 Oct 2025 (metadata 15:00Z); >600 MW; early 2029. ANS 28 Oct 2025 gives 25-year PPA, 621.9 MWe, Q1 2029, CIPCO."}, {"deal_id": "2025-09-icsid-orano-somair-provisional-measures", "date": "2025-09-23", "type": "policy", "title": "ICSID tribunal orders Niger not to sell Somair uranium withheld from Orano", "parties": ["Orano", "Republic of Niger"], "project_or_site": "Somair mine, Arlit, Niger", "country_iso3": "NER", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "pending", "summary": "In ICSID case ARB/25/8 the tribunal on 23 September 2025 ordered Niger not to sell, transfer or facilitate transfer of uranium produced by Somair (Orano 63.4%, SOPAMIN 36.6%) and asked for the release of Orano representative Ibrahim Courmo. Niger had taken operational control in December 2024 and announced nationalisation in June 2025.", "company_ids": ["orano"], "reactor_or_facility_ids": ["somair"], "source_url": "https://www.world-nuclear-news.org/articles/tribunal-decision-supports-orano-in-somair-dispute", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Nationalisation decree announced 19/20 June 2025 (Al Jazeera 2025-06-20). Arbitration outcome still pending as of 2026-10-09; later 2026 reports of Niger selling stockpile not verified. Date confirmed in cited source (fetched 2026-10-09): WNN 30 Sep 2025; decision dated 23 September, ICSID ARB/25/8."}, {"deal_id": "2025-09-us-uk-atlantic-partnership-advanced-nuclear", "date": "2025-09-15", "type": "policy", "title": "UK and US announce Atlantic Partnership for Advanced Nuclear Energy ahead of Trump state visit", "parties": ["UK Government", "US Government"], "project_or_site": "UK/US (bilateral framework); Cottam, Hartlepool and other UK sites", "country_iso3": "GBR", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "The two governments announced a partnership to cut reactor licensing times to about two years through mutual recognition of safety assessments and to expand new-build projects, alongside commercial announcements such as Holtec-EDF-Tritax SMR-powered data centres at Cottam and X-energy/Centrica plans at Hartlepool; the agreement was signed during the 16-18 September 2025 state visit.", "company_ids": ["holtec", "edf", "x-energy", "centrica"], "reactor_or_facility_ids": [], "source_url": "https://www.nucnet.org/news/uk-and-us-announce-major-partnership-in-new-golden-age-of-nuclear-power-ahead-of-trump-visit-9-1-2025", "source_name": "NucNet", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Date is the UK government announcement (NucNet 15 Sep 2025); formal signing occurred during the state visit (reported 16-18 Sep 2025) — gov.uk release not fetched. Commercial values (GBP) not verified. Date confirmed in cited source (fetched 2026-10-09): NucNet 15 Sep 2025 and ANS 15 Sep 2025 report the UK announcement ahead of the state visit; gov.uk release fetch failed (CLIENT_ERROR); formal signing during the 16-18 Sep 2025 state visit not verified. Commercial GBP values not verified. primary source fetch blocked (gov.uk); date from secondary source."}, {"deal_id": "2025-09-tva-entra1-nuscale-6gw", "date": "2025-09-02", "type": "smr_order", "title": "TVA and ENTRA1 Energy agree to deploy 6 GW of NuScale SMRs across six plants", "parties": ["Tennessee Valley Authority", "ENTRA1 Energy", "NuScale Power"], "project_or_site": "Six new SMR plants in the TVA service area (sites TBD)", "country_iso3": "USA", "capacity_mw": 6000, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "announced", "summary": "TVA and Houston-based ENTRA1 Energy announced an agreement to collaborate on a 6 GW programme of six nuclear plants using NuScale SMR modules, which ENTRA1 would develop and own with TVA buying the power; NuScale's CEO later suggested the programme could reach 6-8 GW.", "company_ids": ["tva", "entra1-energy", "nuscale-power"], "reactor_or_facility_ids": [], "source_url": "https://www.ans.org/news/2025-09-03/article-7342/tva-and-entra1-to-deploy-6-gw-of-nuscale-smrs/", "source_name": "ANS Nuclear Newswire", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "CONFLICT: the task brief suggested Sept 2025 (10th); ANS reported it on 3 Sep 2025 as 'recently announced' and Exchange Monitor on 3 Sep 2025 — recorded as 2 Sep 2025 (TVA/NuScale releases). Binding status not stated. Date confirmed against https://www.exchangemonitor.com/tva-and-entra1-agree-to-deploy-6000-megawatts-of-nuclear-generation/ (fetched 2026-10-09): Exchange Monitor 2 Sep 2025 cites 'TVA's Tuesday press release' (= 2 Sep 2025); up to 6 GW, six ENTRA1 plants; binding status not stated."}, {"deal_id": "2025-08-taiwan-maanshan-referendum-fails-threshold", "date": "2025-08-23", "type": "policy", "title": "Taiwan referendum backs Maanshan 2 restart 4.3m to 1.5m but misses 25% turnout threshold", "parties": ["Government of Taiwan", "Central Election Commission (Taiwan)"], "project_or_site": "Maanshan Nuclear Power Plant", "country_iso3": "TWN", "capacity_mw": 938, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "cancelled", "summary": "In the 23 August 2025 referendum about 4.3 million voters supported restarting Maanshan 2 against about 1.5 million opposed, but the 'yes' count fell short of the roughly 5 million (one quarter of electors) needed for validity; President Lai said he did not rule out advanced nuclear if safety, waste and acceptance conditions were met.", "company_ids": ["taipower"], "reactor_or_facility_ids": ["maanshan-2"], "source_url": "https://www.nucnet.org/news/majority-vote-for-restart-of-taiwan-reactor-but-referendum-fails-to-meet-threshold-8-1-2025", "source_name": "NucNet", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Referendum date 23 Aug 2025 per WNN 'Date set for Taiwan referendum' and NucNet ('Saturday' before 25 Aug article). status 'cancelled' = restart not mandated. Date confirmed against https://www.globalsecurity.org/wmd/library/news/taiwan/2025/taiwan-250823-cna05.htm (fetched 2026-10-09): CNA 23 Aug 2025: yes 4.34m (21.7%), no 1.51m, threshold 5,000,523 (25%), turnout 29.53%."}, {"deal_id": "2025-08-kazatomprom-2026-production-cut", "date": "2025-08-22", "type": "policy", "title": "Kazatomprom signals ~10% cut to 2026 uranium production versus subsoil-use agreements", "parties": ["Kazatomprom"], "project_or_site": "Kazakhstan mines (incl. JV Budenovskoye)", "country_iso3": "KAZ", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "announced", "summary": "With its H1 2025 results Kazatomprom said nominal 2026 output (100% basis) would be 29,697 tU, down from 32,777 tU under subsoil use agreements (about 3,000 tU, roughly 10%), citing supply-demand balance and market volatility; most of the cut falls on JV Budenovskoye. 2025 guidance stayed at 25,000-26,500 tU.", "company_ids": ["kazatomprom"], "reactor_or_facility_ids": [], "source_url": "https://www.world-nuclear-news.org/articles/kazatomprom-to-lower-uranium-production-in-2026", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Final 2026 guidance was to be published with the 2026 operational guidance; later 2026 updates (H1 2026 results, 9% output rise reports) not verified here. Date confirmed in cited source (fetched 2026-10-09): WNN 22 Aug 2025 with H1 2025 results; 29,697 tU vs 32,777 tU."}, {"deal_id": "2025-08-kairos-tva-google-hermes-2-ppa", "date": "2025-08-18", "type": "ppa", "title": "TVA signs PPA for up to 50 MW from Kairos Power's Hermes 2 to serve Google data centres", "parties": ["Kairos Power", "Tennessee Valley Authority", "Google"], "project_or_site": "Hermes 2 plant, Oak Ridge, Tennessee", "country_iso3": "USA", "capacity_mw": 50, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Kairos Power, TVA and Google announced a three-way arrangement under which TVA buys up to 50 MW from the Hermes 2 advanced reactor to supply the TVA grid serving two Google data centres, described as the first US utility PPA for Generation IV nuclear power.", "company_ids": ["kairos-power", "tva", "google"], "reactor_or_facility_ids": ["hermes-2"], "source_url": "https://www.kairospower.com/updates/google-kairos-power-tva-collaborate-to-meet-americas-growing-energy-needs", "source_name": "Kairos Power press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Announcements released 18 Aug 2025 (ANS). Hermes 2 received its NRC construction permit in November 2024 (see separate record). Term not stated in ANS text. Secondary source replaced by primary https://www.kairospower.com/updates/google-kairos-power-tva-collaborate-to-meet-americas-growing-energy-needs (fetched 2026-10-09): Kairos release 18 Aug 2025; up to 50 MW (raised from 28 MW); Hermes 2 Oak Ridge; operation 2030; term not stated."}, {"deal_id": "2025-08-ur-energy-eighth-uranium-sales-agreement", "date": "2025-08-05", "type": "offtake", "title": "Ur-Energy signs eighth uranium sales agreement: 300,000 lb U3O8 for 2028-2030 at escalated fixed prices", "parties": ["Ur-Energy", "undisclosed US nuclear utility"], "project_or_site": "Lost Creek and Shirley Basin ISR projects, Wyoming", "country_iso3": "USA", "capacity_mw": null, "duration_years": 3, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "With its Q2 2025 results Ur-Energy announced an eighth sales agreement with a major nuclear utility for 100,000 lb U3O8 per year in 2028, 2029 and 2030 (300,000 lb) at an escalated fixed price it described as well above spot and term prices, with a seller's option to deliver up to 100,000 lb more per year at 99% of the trailing two-month spot average; its eight agreements now total about 6.0 million lb with base deliveries of 440,000-1,300,000 lb a year from 2025 through 2033.", "company_ids": ["ur-energy"], "reactor_or_facility_ids": ["lost-creek", "shirley-basin"], "source_url": "https://www.ur-energy.com/news-media/press-releases/detail/387/", "source_name": "Ur-Energy press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Counterparty not named (existing customers include Constellation Energy). Shirley Basin ramp-up planned 2026; Lost Creek Q2 2025 output 112,033 lb. Date confirmed in cited source (fetched 2026-10-09): Ur-Energy release 5 Aug 2025: eighth agreement 100,000 lb/yr 2028-2030 at escalated fixed price; eight agreements ~6.0 Mlb, 440,000-1,300,000 lb/yr 2025-2033."}, {"deal_id": "2025-07-nra-approves-tomari-3-restart", "date": "2025-07-30", "type": "licensing_milestone", "title": "Japan's NRA approves Tomari 3 safety review; Hokkaido Electric targets 2027 restart", "parties": ["Nuclear Regulation Authority (Japan)", "Hokkaido Electric Power"], "project_or_site": "Tomari Nuclear Power Station, Hokkaido", "country_iso3": "JPN", "capacity_mw": 912, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "The NRA granted the key safety approval for Tomari 3 (912 MW PWR) on 30 July 2025 after a 12-year review; Hokkaido Electric aims to restart as early as possible in 2027 once seawall and other works are complete, and the Hokkaido governor signalled acceptance on 28 November 2025.", "company_ids": ["hokkaido-electric-power"], "reactor_or_facility_ids": ["tomari-3"], "source_url": "https://www.jaif.or.jp/cms_admin/wp-content/uploads/2025/12/jp-npps-operation20251208_en.pdf", "source_name": "JAIF - Current Status of Nuclear Power Plants in Japan (8 Dec 2025)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "JAIF table lists 2025.07.30 in the approval column without label; Japan Energy Hub corroborates NRA approval and the 2027 target. Date confirmed in cited source (fetched 2026-10-09): JAIF: NRA approval 2025.07.30; governor acceptance 2025.11.28; 912 MWe."}, {"deal_id": "2025-07-nrc-palisades-licence-returned-to-operating", "date": "2025-07-24", "type": "licensing_milestone", "title": "NRC approves Palisades' transition from decommissioning back to an operating licence", "parties": ["US Nuclear Regulatory Commission", "Holtec International"], "project_or_site": "Palisades Nuclear Plant, Michigan", "country_iso3": "USA", "capacity_mw": 800, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "The NRC approved the licensing package returning Palisades to an operating licence, the first US plant to move from decommissioning status back to operation, allowing Holtec to load fuel and restore operating shifts; further licensing actions remained under review before startup. The licence runs to 24 March 2031.", "company_ids": ["holtec"], "reactor_or_facility_ids": ["palisades"], "source_url": "https://smr.nucnet.org/news/nrc-approval-paves-way-for-historic-restart-of-palisades-nuclear-plant-7-5-2025", "source_name": "NucNet", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "NucNet article dated 25 Jul 2025 does not state the NRC action date; 24 Jul 2025 is the widely reported NRC announcement date — verify on nrc.gov. Fuel loading actually began 30 Aug 2026 (separate record). Date confirmed against https://www.michiganpublic.org/transportation-infrastructure/2025-07-24/feds-give-key-approvals-in-effort-to-restart-nuclear-reactor-near-lake-michigan (fetched 2026-10-09): NucNet 25 Jul 2025 gives no date; Michigan Public (24 Jul 2025) confirms approvals issued Thursday 24 July 2025."}, {"deal_id": "2025-07-sizewell-c-final-investment-decision", "date": "2025-07-22", "type": "financing", "title": "UK takes final investment decision on Sizewell C (3.2 GW EPR) at ~GBP 38 billion", "parties": ["UK Government", "Sizewell C Ltd", "La Caisse", "Centrica", "EDF", "Amber Infrastructure"], "project_or_site": "Sizewell C, Suffolk", "country_iso3": "GBR", "capacity_mw": 3200, "duration_years": null, "value_usd_m": null, "value_local": 38000, "currency": "GBP", "status": "signed", "summary": "Energy Secretary Ed Miliband signed the FID for Sizewell C on 22 July 2025 with an estimated cost of around GBP 38 billion; equity is held by the UK government (44.9% initially), La Caisse (20%), Centrica (15%), EDF (12.5%) and Amber Infrastructure (7.6%), with the National Wealth Fund providing most of the debt and a proposed GBP 5 billion Bpifrance guarantee under a regulated-asset-base model.", "company_ids": ["sizewell-c", "edf", "centrica", "la-caisse", "amber-infrastructure"], "reactor_or_facility_ids": ["sizewell-c-1", "sizewell-c-2"], "source_url": "https://www.gov.uk/government/news/sizewell-c-gets-green-light-with-final-investment-decision", "source_name": "UK Government (GOV.UK) press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Primary: gov.uk press release 22 Jul 2025 (not fetched). Capacity 3.2 GW from the project's standard description. Secondary source replaced by primary https://www.gov.uk/government/news/sizewell-c-gets-green-light-with-final-investment-decision (fetched 2026-10-09): gov.uk 22 Jul 2025: ~GBP 38bn (2024 prices); UK 44.9%, La Caisse 20%, Centrica 15%, EDF 12.5%, Amber 7.6%; GBP 5bn Bpifrance guarantee proposed."}, {"deal_id": "2025-06-niger-nationalises-somair", "date": "2025-06-19", "type": "policy", "title": "Niger announces nationalisation of the Somair uranium joint venture majority-owned by Orano", "parties": ["Government of Niger", "Orano", "SOPAMIN"], "project_or_site": "Somair mine, Arlit", "country_iso3": "NER", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Niger's Council of Ministers announced it would nationalise Somair (Orano 63.4%, SOPAMIN 36.6%), accusing Orano of irresponsible behaviour, after the state had taken operational control in December 2024 and Orano launched ICSID and other arbitrations; about 1,000-1,500 tU of produced uranium remained blocked at Arlit.", "company_ids": ["orano", "sopamin"], "reactor_or_facility_ids": ["somair"], "source_url": "https://www.aljazeera.com/news/2025/6/20/niger-nationalises-uranium-mine-as-spat-with-french-nuclear-giant-worsens", "source_name": "Al Jazeera", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Council of Ministers decision announced on state TV 19 June 2025; Al Jazeera report dated 20 June 2025. Stockpile figure (approx. 1,300 tU) from Orano statements, not from the fetched text. Date confirmed in cited source (fetched 2026-10-09): Al Jazeera 20 Jun 2025: authorities announced the nationalisation 'on Thursday' = 19 Jun 2025; Orano 63%, Sopamin the rest; Orano accused of taking 86.3% of output 1971-2024. Stockpile figure not in article (from Orano statements)."}, {"deal_id": "2025-06-kazakhstan-selects-rosatom-first-plant", "date": "2025-06-14", "type": "new_build", "title": "Kazakhstan names Rosatom to lead consortium for its first nuclear plant (2 x VVER-1200)", "parties": ["Kazakhstan Atomic Energy Agency", "Rosatom"], "project_or_site": "Balkhash NPP near Ulken, Almaty region", "country_iso3": "KAZ", "capacity_mw": 2400, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "announced", "summary": "The Kazakhstan Atomic Energy Agency announced on 14 June 2025 that Rosatom was selected over CNNC, EDF and KHNP to lead the international consortium building the first plant, with Russian state export financing to be arranged; CNNC is expected to build a second plant. Engineering surveys began at the site in August 2025.", "company_ids": ["rosatom", "cnnc"], "reactor_or_facility_ids": ["balkhash-npp"], "source_url": "https://astanatimes.com/2025/06/rosatom-to-lead-international-consortium-for-kazakhstans-nuclear-project/", "source_name": "The Astana Times", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Reactor type (2 x VVER-1200) from NucNet Feb 2026; EPC/intergovernmental contract signing date not verified (Times of Central Asia reports a contract was signed, date unknown). Date confirmed in cited source (fetched 2026-10-09): Astana Times 14 Jun 2025: agency announcement on 14 June; shortlist CNNC, EDF, KHNP."}, {"deal_id": "2025-06-world-bank-ends-nuclear-financing-ban", "date": "2025-06-11", "type": "policy", "title": "World Bank Group ends its decades-old ban on financing nuclear power projects", "parties": ["World Bank Group", "International Atomic Energy Agency"], "project_or_site": "Global (development finance policy)", "country_iso3": null, "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "On 11 June 2025 the World Bank Group announced it would again finance nuclear energy, focusing on life extensions of existing plants, grid upgrades and accelerating SMR deployment; about two weeks later President Ajay Banga signed a cooperation agreement with the IAEA to provide technical expertise.", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://thebulletin.org/2025/08/the-world-bank-can-now-fund-nuclear-energy-projects-heres-whats-next/", "source_name": "Bulletin of the Atomic Scientists", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Announced via a Banga memo to staff after a board discussion (Bloomberg/Reuters 11-12 June 2025). IAEA agreement signed 26 June 2025 (not verified here). Date confirmed against https://www.engineeringnews.co.za/article/world-bank-to-end-ban-on-nuclear-energy-projects-still-debating-upstream-gas-2025-06-12 (fetched 2026-10-09): Reuters (via Engineering News 12 Jun 2025): Banga memo to staff 'on Wednesday' = 11 Jun 2025 after board discussion on Tuesday 10 Jun 2025; life extensions, grids, SMRs; IAEA cooperation. No World Bank press release found."}, {"deal_id": "2025-06-amazon-talen-1920mw-ppa", "date": "2025-06-11", "type": "ppa", "title": "Talen and Amazon expand to 1,920 MW front-of-meter nuclear PPA from Susquehanna through 2042", "parties": ["Talen Energy", "Amazon"], "project_or_site": "Susquehanna Steam Electric Station, Pennsylvania", "country_iso3": "USA", "capacity_mw": 1920, "duration_years": 17, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Talen and Amazon restructured their relationship into a PPA for up to 1,920 MW of carbon-free power from Susquehanna delivered through the PJM grid (front-of-the-meter) with ramp-up from 2025 and deliveries running to 2042; the parties also agreed to explore SMRs and uprates in Pennsylvania.", "company_ids": ["talen-energy", "amazon"], "reactor_or_facility_ids": ["susquehanna-1", "susquehanna-2"], "source_url": "https://www.sec.gov/Archives/edgar/data/1622536/000162828025030559/a20250611pressreleasebusin.htm", "source_name": "Talen Energy press release (SEC filing)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Press release dated 11 June 2025 (file name). POWER magazine characterised the deal as ~USD 18bn over the term (estimate, not disclosed). duration_years approximated as 2025-2042. Date confirmed in cited source (fetched 2026-10-09): Dateline Houston, June 11, 2025; 1,920 MW through 2042, full volume no later than 2032; front-of-meter after spring-2026 reconfiguration."}, {"deal_id": "2025-06-khnp-edu-ii-dukovany-contract", "date": "2025-06-04", "type": "new_build", "title": "KHNP and CEZ's EDU II sign final contract for two APR1000 units at Dukovany", "parties": ["KHNP", "Elektrarna Dukovany II (CEZ)"], "project_or_site": "Dukovany 5 and 6, Czech Republic", "country_iso3": "CZE", "capacity_mw": 2110, "duration_years": null, "value_usd_m": null, "value_local": 16000, "currency": "EUR", "status": "signed", "summary": "After a Czech court lifted an injunction obtained by EDF, KHNP and EDU II signed the final contract (at least EUR 16 billion) for two APR1000 units of about 1,055 MWe each at Dukovany, with the first unit expected to be completed by 2036. KHNP had been selected as preferred bidder in July 2024.", "company_ids": ["khnp", "cez"], "reactor_or_facility_ids": ["dukovany-5", "dukovany-6"], "source_url": "https://www.enerdata.net/publications/daily-energy-news/khnp-signs-final-contract-build-two-nuclear-reactors-dukovany-czechia.html", "source_name": "Enerdata (secondary)", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "CONFLICT/VERIFY: Enerdata item dated 6 Jun 2025 says 'has signed'; NucNet/Courthouse News report the signing on 4 Jun 2025 after the Brno regional court rejected EDF's appeal (NucNet 2025-06-04). Recorded 2025-06-04. EDF's complaint: late April 2025; injunction: 6 May 2025. Date confirmed against https://world-nuclear-news.org/articles/czech-supreme-court-lifts-ban-on-signing-dukovany-contract (fetched 2026-10-09): WNN 4 June 2025: contract signed hours after the Supreme Administrative Court annulled the injunction; bid ~CZK 200bn (USD 8.6bn) per unit."}, {"deal_id": "2025-06-meta-constellation-clinton-ppa", "date": "2025-06-03", "type": "ppa", "title": "Meta signs 20-year agreement for Clinton Clean Energy Center output (1,121 MW) from 2027", "parties": ["Meta", "Constellation Energy"], "project_or_site": "Clinton Clean Energy Center, Illinois", "country_iso3": "USA", "capacity_mw": 1121, "duration_years": 20, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Constellation and Meta signed a 20-year PPA beginning June 2027, when Illinois zero-emission credit support for Clinton expires, preserving the plant's 1,121 MW output and supporting a 30 MW uprate and a licence renewal to 2047; Constellation also said it is exploring new SMR or large-reactor capacity at the site.", "company_ids": ["meta", "constellation-energy"], "reactor_or_facility_ids": ["clinton-1"], "source_url": "https://www.constellationenergy.com/news/2025/constellation-meta-sign-20-year-deal-for-clean-reliable-nuclear-energy-in-illinois.html", "source_name": "Constellation Energy press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "BusinessWire release dated 3 June 2025 (20250603). Date confirmed in cited source (fetched 2026-10-09): Dateline Clinton, IL, June 3, 2025; 20 years from June 2027; 1,121 MW; 30 MW uprate."}, {"deal_id": "2025-05-us-nuclear-executive-orders", "date": "2025-05-23", "type": "policy", "title": "President Trump signs four executive orders: 400 GW by 2050, NRC 18-month licensing deadlines", "parties": ["US President", "US Nuclear Regulatory Commission", "US Department of Energy", "US Department of Defense"], "project_or_site": "US (federal policy)", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Four executive orders (Ordering the Reform of the NRC; Reforming Nuclear Reactor Testing at DOE; Deploying Advanced Nuclear Reactor Technologies for National Security; Reinvigorating the Nuclear Industrial Base) set targets of 400 GW by 2050, 10 large reactors under construction by 2030, 5 GW of uprates, 18-month NRC decisions on new reactors, three DOE pilot reactors critical by 4 July 2026, a reactor on a military base by 30 September 2028 and release of 20 t HALEU.", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://www.whitehouse.gov/presidential-actions/2025/05/ordering-the-reform-of-the-nuclear-regulatory-commission/", "source_name": "The White House - Executive Order 14300 (Ordering the Reform of the Nuclear Regulatory Commission)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Primary texts: whitehouse.gov EOs 14299-14302 of 23 May 2025. Pilot-reactor target met July 2026 (see 2026-07-04 record). Secondary source replaced by primary https://www.whitehouse.gov/presidential-actions/2025/05/ordering-the-reform-of-the-nuclear-regulatory-commission/ (fetched 2026-10-09): EO 14300 signed May 23, 2025; 18-month deadline for new-reactor decisions, 1 year for continued operation, 400 GW by 2050; companion EOs on DOE reactor testing and national-security deployment listed the same day."}, {"deal_id": "2025-05-tva-clinch-river-construction-permit-application", "date": "2025-05-20", "type": "licensing_milestone", "title": "TVA files first US utility construction permit application for a BWRX-300 at Clinch River", "parties": ["Tennessee Valley Authority", "US Nuclear Regulatory Commission"], "project_or_site": "Clinch River Nuclear Site, Oak Ridge, Tennessee", "country_iso3": "USA", "capacity_mw": 300, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "TVA submitted a construction permit application to the NRC for a 300 MWe GE Vernova Hitachi BWRX-300 at Clinch River, the first SMR construction permit application by a US utility; the NRC formally began its review in July 2025 and issued the permit on 29 September 2026.", "company_ids": ["tva"], "reactor_or_facility_ids": ["clinch-river-1"], "source_url": "https://www.exchangemonitor.com/tva-submits-its-clinch-river-smr-construction-permit-application/", "source_name": "Exchange Monitor (Morning Briefing)", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Submission 'on Tuesday' = 20 May 2025 per Exchange Monitor (20 May 2025); letter of intent mid-April and environmental report 28 Apr 2025; NRC accepted the application for review in July 2025 and issued the permit on 29 Sep 2026 (separate record). TVA's own release not fetched. Date confirmed against https://www.exchangemonitor.com/tva-submits-its-clinch-river-smr-construction-permit-application/ (fetched 2026-10-09): Exchange Monitor (20 May 2025): submitted 'on Tuesday' = 20 May 2025; 300 MWe; letter of intent mid-April, environmental report 28 Apr 2025. T&D World 22 May 2025 corroborates."}, {"deal_id": "2025-05-taiwan-maanshan-2-shutdown", "date": "2025-05-17", "type": "policy", "title": "Taiwan shuts Maanshan 2, its last operating reactor, completing the nuclear phase-out", "parties": ["Taipower", "Government of Taiwan"], "project_or_site": "Maanshan Nuclear Power Plant, Pingtung", "country_iso3": "TWN", "capacity_mw": 938, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Taipower permanently shut the 938 MW Maanshan unit 2 PWR at midnight on 17 May 2025 at the end of its 40-year licence, leaving Taiwan without operating commercial reactors; the legislature had earlier amended the law to permit licence extensions, and a restart referendum followed in August 2025.", "company_ids": ["taipower"], "reactor_or_facility_ids": ["maanshan-2"], "source_url": "https://www.nucnet.org/news/majority-vote-for-restart-of-taiwan-reactor-but-referendum-fails-to-meet-threshold-8-1-2025", "source_name": "NucNet", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Shutdown date confirmed in NucNet referendum article. Date confirmed in cited source (fetched 2026-10-09): NucNet 25 Aug 2025: shut at midnight on 17 May; 938 MW."}, {"deal_id": "2025-05-denmark-parliament-backs-nuclear-analysis", "date": "2025-05-15", "type": "policy", "title": "Danish parliament backs government analysis of new nuclear, first step away from 1985 ban", "parties": ["Folketing", "Government of Denmark"], "project_or_site": "Denmark (policy review)", "country_iso3": "DNK", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "announced", "summary": "About two-thirds of Danish MPs supported an investigation into the potential of new nuclear technologies for energy security, with a report expected in 2026; the 1985 parliamentary resolution against nuclear power was not formally lifted.", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://www.world-nuclear-news.org/articles/belgium-reverses-phase-out-policy-as-denmark-reconsiders-nuclear", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Analysis only; outcome of the 2026 report not verified. Date confirmed in cited source (fetched 2026-10-09): WNN 16 May 2025: Danish vote 'on Thursday' = 15 May 2025; two-thirds of MPs."}, {"deal_id": "2025-05-belgium-repeals-nuclear-phase-out-law", "date": "2025-05-15", "type": "policy", "title": "Belgian Chamber repeals 2003 nuclear phase-out law (102-8, 31 abstentions)", "parties": ["Belgian Chamber of Representatives", "Government of Belgium"], "project_or_site": "Belgium (national legislation); Doel 4 and Tihange 3", "country_iso3": "BEL", "capacity_mw": 2000, "duration_years": 10, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "On 15 May 2025 the Chamber passed the 'Bihet law' 102 to 8 with 31 abstentions, repealing the 2003 phase-out law and allowing new nuclear capacity; Doel 4 and Tihange 3 (about 1 GW each) were already set for a 10-year extension to 2035 under the December 2023 Electrabel-government agreement.", "company_ids": ["engie"], "reactor_or_facility_ids": ["doel-4", "tihange-3"], "source_url": "https://www.world-nuclear-news.org/articles/belgium-reverses-phase-out-policy-as-denmark-reconsiders-nuclear", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Same WNN article: Danish parliament (15 May 2025) backed an analysis of nuclear power — see separate record. Date confirmed in cited source (fetched 2026-10-09): WNN 16 May 2025: Chamber vote 15 May, 102-8-31."}, {"deal_id": "2025-05-google-elementl-power-three-sites", "date": "2025-05-07", "type": "financing", "title": "Google to fund Elementl Power's early development of three US nuclear sites of 600 MW+", "parties": ["Google", "Elementl Power"], "project_or_site": "Three undisclosed US sites", "country_iso3": "USA", "capacity_mw": 1800, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "announced", "summary": "Google agreed to commit early-stage development capital to Elementl Power for three project sites, each intended to host at least 600 MW of advanced nuclear capacity (about 1.8 GW total), with Google holding an option to buy the power once the plants operate; the technology is not yet selected.", "company_ids": ["google", "elementl-power"], "reactor_or_facility_ids": [], "source_url": "https://blog.google/feed/google-and-elementl-nuclear-energy-site-development/", "source_name": "Google blog (The Keyword)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Date per S&P Global / Exchange Monitor coverage of 7-8 May 2025; dollar amount undisclosed. Date confirmed in cited source (fetched 2026-10-09): Google post metadata 2025-05-07T15:39Z; three sites of >=600 MW; technology not named."}, {"deal_id": "2025-04-china-state-council-approves-10-units", "date": "2025-04-27", "type": "policy", "title": "China's State Council approves 10 new reactors in 2025 batch (~CNY 200bn)", "parties": ["State Council of the People's Republic of China", "CNNC", "CGN", "SPIC", "Huaneng"], "project_or_site": "Fangchenggang, Haiyang, Sanmen, Taishan, Xiapu (five sites)", "country_iso3": "CHN", "capacity_mw": null, "duration_years": null, "value_usd_m": 27000, "value_local": 200000, "currency": "CNY", "status": "completed", "summary": "The State Council approved 10 new reactors at five sites on 27 April 2025, the fourth consecutive year with at least 10 approvals, with total investment reported at about CNY 200 billion (USD 27 billion).", "company_ids": ["cnnc", "cgn", "spic", "huaneng"], "reactor_or_facility_ids": [], "source_url": "https://world-nuclear-news.org/articles/ten-new-reactors-approved-in-china", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Site list from memory — verify against WNN/CNNC statements; Bloomberg 28 Apr 2025 corroborates 10 units. Investment estimate per Chinese media. Date confirmed against https://world-nuclear-news.org/articles/ten-new-reactors-approved-in-china (fetched 2026-10-09): WNN 28 Apr 2025: meeting 27 Apr 2025; Fangchenggang III (CGN), Haiyang III (SPIC, CAP1000), Sanmen III (CNNC), Taishan II (CGN), Xiapu I (CNNC/Huaneng); >CNY 200bn (USD 27.4bn) per China Daily."}, {"deal_id": "2025-04-cnsc-licence-to-construct-darlington-bwrx-300", "date": "2025-04-04", "type": "licensing_milestone", "title": "CNSC issues licence to construct the first BWRX-300 at Darlington, first SMR construction licence in G7", "parties": ["Canadian Nuclear Safety Commission", "Ontario Power Generation"], "project_or_site": "Darlington New Nuclear Project, Ontario", "country_iso3": "CAN", "capacity_mw": 300, "duration_years": 10, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "The CNSC granted OPG a licence to construct one BWRX-300 at the Darlington site, the first construction licence for a grid-scale SMR in a G7 country; Ontario's government approved the CAD 20.9 billion four-unit programme on 8 May 2025 and construction proceeded under CNSC hold points through 2026.", "company_ids": ["opg", "ge-vernova"], "reactor_or_facility_ids": ["darlington-smr-1"], "source_url": "https://www.canada.ca/en/nuclear-safety-commission/news/2025/04/commission-authorizes-ontario-power-generation-inc-to-construct-1-bwrx-300-reactor-at-the-darlington-new-nuclear-project-site.html", "source_name": "Canadian Nuclear Safety Commission news release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "CNSC release of 4 Apr 2025 (Ottawa): licence valid until 31 Mar 2035 (duration_years = 10, approximate); hearings 2 Oct 2024 and 8-14 Jan 2025; four facility-specific conditions. Ontario's approval of the CAD 20.9bn four-unit programme on 8 May 2025 is from secondary reporting (WNN Apr 2026 says 'May 2025') and not re-verified. Secondary source replaced by primary https://www.canada.ca/en/nuclear-safety-commission/news/2025/04/commission-authorizes-ontario-power-generation-inc-to-construct-1-bwrx-300-reactor-at-the-darlington-new-nuclear-project-site.html (fetched 2026-10-09): CNSC release 'April 4, 2025 - Ottawa': licence to construct one BWRX-300 valid until 31 Mar 2035; hearings 2 Oct 2024 and 8-14 Jan 2025. Ontario approval 8 May 2025 not re-verified (WNN Apr 2026 says 'May 2025')."}, {"deal_id": "2025-03-x-energy-dow-seadrift-construction-permit-application", "date": "2025-03-31", "type": "licensing_milestone", "title": "X-energy and Dow submit NRC construction permit application for Long Mott (Seadrift) Xe-100 plant", "parties": ["X-energy", "Dow", "US Nuclear Regulatory Commission"], "project_or_site": "Long Mott Generating Station, Dow Seadrift site, Texas", "country_iso3": "USA", "capacity_mw": 320, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "pending", "summary": "Long Mott Energy (Dow) and X-energy applied to the NRC for a construction permit for four Xe-100 high-temperature gas reactors (320 MWe) to supply power and steam to Dow's Seadrift chemicals site, the first construction permit application for a commercial advanced reactor at an industrial site.", "company_ids": ["x-energy", "dow"], "reactor_or_facility_ids": ["long-mott-generating-station"], "source_url": "https://corporate.dow.com/en-us/news/press-releases/dow-and-x-energy-submit-construction-permit-application-to-the-u.html", "source_name": "Dow press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "NRC docketing and review schedule (decision expected 2026-2027) not verified here. Secondary source replaced by primary https://corporate.dow.com/en-us/news/press-releases/dow-and-x-energy-submit-construction-permit-application-to-the-u.html (fetched 2026-10-09): Dow/X-energy release datelined Midland/Rockville, March 31, 2025; Long Mott Generating Station at Seadrift; developer Long Mott Energy LLC (Dow subsidiary); reactor count/capacity not in the release (320 MWe from ANS)."}, {"deal_id": "2025-01-orano-mongolia-zuuvch-ovoo-investment-agreement", "date": "2025-01-17", "type": "fuel_cycle", "title": "Orano and Mongolia sign investment agreement for the Zuuvch-Ovoo uranium mine", "parties": ["Orano", "Government of Mongolia", "Badrakh Energy", "MonAtom"], "project_or_site": "Zuuvch-Ovoo (and Dulaan Uul/Umnut), Dornogovi province", "country_iso3": "MNG", "capacity_mw": null, "duration_years": 30, "value_usd_m": 1600, "value_local": null, "currency": null, "status": "signed", "summary": "Orano, the Mongolian government and the Badrakh Energy JV (Orano/MonAtom) signed an investment agreement in Ulaanbaatar for an in-situ-recovery mine of about 2,500 tU/year over an estimated 30-year life, with about USD 500 million of initial investment and USD 1.6 billion over the mine life; development is planned to take four years before production.", "company_ids": ["orano", "monatom", "badrakh-energy"], "reactor_or_facility_ids": ["zuuvch-ovoo"], "source_url": "https://www.orano.group/en/news/news-group/2025/january/orano-signs-investment-agreement-with-mongolian-government-to-develop-world-class-uranium-deposit", "source_name": "Orano press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Final construction/investment decision and first-production year not verified as of 2026-10-09. Date confirmed in cited source (fetched 2026-10-09): Orano release 17 Jan 2025, Ulaanbaatar; ~2,500 tU/yr, ~30 years, ~USD 500m initial, USD 1.6bn over life, ~4 years development."}, {"deal_id": "2025-01-jv-inkai-production-suspension", "date": "2025-01-01", "type": "fuel_cycle", "title": "JV Inkai (Kazatomprom 60% / Cameco 40%) suspends uranium production over delayed project documentation approval", "parties": ["Cameco", "Kazatomprom", "JV Inkai"], "project_or_site": "Inkai mine, Turkistan region, Kazakhstan", "country_iso3": "KAZ", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Cameco said JV Inkai suspended production from 1 January 2025 after it did not receive the expected extension to submit its updated Project Documentation to Kazakhstan's Ministry of Energy; Kazatomprom had on 30 December 2024 directed the JV to plan a halt to avoid violating Kazakh legislation. Cameco said it would seek clarification of the 2025 and 2026 production and financial impacts.", "company_ids": ["cameco", "kazatomprom"], "reactor_or_facility_ids": ["inkai"], "source_url": "https://www.cameco.com/media/news/production-suspension-at-jv-inkai", "source_name": "Cameco news release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Release dated 2 Jan 2025 (Saskatoon). Production was reported to have resumed on 23 January 2025 after the documentation was approved (Cameco/WNN, not fetched). Earlier Inkai issues (2024 production below plan due to sulphuric acid; Cameco's purchase entitlements) not recorded separately. Date confirmed in cited source (fetched 2026-10-09): Cameco release 2 Jan 2025 (Saskatoon): production suspended as of 1 Jan 2025; Kazatomprom direction 30 Dec 2024; 60/40 ownership."}, {"deal_id": "2024-12-shimane-2-restart", "date": "2024-12-23", "type": "restart", "title": "Chugoku Electric's Shimane 2 resumes generation; commercial operation 10 January 2025", "parties": ["Chugoku Electric Power"], "project_or_site": "Shimane Nuclear Power Station, Matsue", "country_iso3": "JPN", "capacity_mw": 820, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Shimane 2 (820 MW BWR) restarted on 7 December 2024, resumed power generation on 23 December 2024 and began commercial operation on 10 January 2025, the second BWR restart in Japan after Onagawa 2.", "company_ids": ["chugoku-electric-power"], "reactor_or_facility_ids": ["shimane-2"], "source_url": "https://www.jaif.or.jp/cms_admin/wp-content/uploads/2025/12/jp-npps-operation20251208_en.pdf", "source_name": "JAIF - Current Status of Nuclear Power Plants in Japan (8 Dec 2025)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Restart date 7 Dec 2024 per NucNet 'Shimane-2 ready to return to service on 7 December'. Date confirmed in cited source (fetched 2026-10-09): JAIF: generation resumed 2024.12.23; commercial operation 2025.01.10; 820 MWe."}, {"deal_id": "2024-12-flamanville-3-grid-connection", "date": "2024-12-21", "type": "new_build", "title": "Flamanville 3 EPR connected to the French grid for the first time, 17 years after construction began", "parties": ["EDF"], "project_or_site": "Flamanville 3, Normandy", "country_iso3": "FRA", "capacity_mw": 1669, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "EDF connected the Flamanville 3 EPR to the national grid at 11:48 on 21 December 2024 at about 100 MW, the first new French reactor connection since Civaux 2 in 1999; first criticality had been reached on 3 September 2024. Power-ascension testing with repeated grid connections and disconnections under ASN supervision was to continue for several months towards full power, which was reached on 14 December 2025.", "company_ids": ["edf"], "reactor_or_facility_ids": ["flamanville-3"], "source_url": "https://www.edf.fr/en/the-edf-group/dedicated-sections/journalists/all-press-releases/update-on-the-flamanville-epr-the-reactor-produces-its-first-electrons-on-the-national-electricity-grid", "source_name": "EDF press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "capacity_mw is the 1,669 MW gross figure EDF uses for the unit (not stated in this release); power at first connection was 100 MW. Construction began in 2007 (from the full-power record). See 2025-12 record for 100% power. Date confirmed in cited source (fetched 2026-10-09): EDF release 21 Dec 2024: connected at 11:48 at 100 MW; first criticality 3 Sep 2024; ~14 TWh expected before first refuelling outage."}, {"deal_id": "2024-12-switch-oklo-12gw-master-power-agreement", "date": "2024-12-18", "type": "ppa", "title": "Switch and Oklo sign non-binding master power agreement for up to 12 GW through 2044", "parties": ["Switch", "Oklo"], "project_or_site": "Switch data-centre campuses (Nevada, Texas, Michigan, Georgia)", "country_iso3": "USA", "capacity_mw": 12000, "duration_years": 20, "value_usd_m": null, "value_local": null, "currency": null, "status": "announced", "summary": "Oklo and data-centre operator Switch signed a non-binding Master Power Agreement under which Oklo would develop, build and operate Aurora powerhouses to deliver up to 12 GW to Switch through 2044, with binding PPAs to follow as milestones are met; Oklo said its customer pipeline exceeded 14 GW.", "company_ids": ["switch", "oklo"], "reactor_or_facility_ids": [], "source_url": "https://datacenterdynamics.com/en/news/switch-to-procure-up-to-12gw-of-nuclear-power-from-oklo-reactors-by-2044", "source_name": "Data Center Dynamics (trade press)", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Non-binding; capacity is an upper bound. Oklo's Equinix pre-agreement (up to 500 MW, April 2024) not separately verified here — see known_gaps. Date confirmed in cited source (fetched 2026-10-09): DCD 18 Dec 2024; non-binding MPA up to 12 GW through 2044; Oklo newsroom URL redirects to listing (release text not retrievable)."}, {"deal_id": "2024-12-doe-leu-enrichment-idiq-awards", "date": "2024-12-10", "type": "fuel_cycle", "title": "DOE selects six companies for LEU enrichment IDIQ contracts incl. two laser enrichers", "parties": ["US Department of Energy", "Centrus Energy", "General Matter", "Orano", "Urenco USA", "Global Laser Enrichment", "LIS Technologies"], "project_or_site": "US LEU enrichment", "country_iso3": "USA", "capacity_mw": null, "duration_years": 10, "value_usd_m": 3400, "value_local": null, "currency": null, "status": "signed", "summary": "DOE selected six companies for indefinite-delivery contracts for domestic LEU enrichment services (up to USD 3.4 billion available): the four HALEU awardees plus laser-enrichment developers GLE and LIS Technologies.", "company_ids": ["centrus-energy", "general-matter", "orano", "urenco", "global-laser-enrichment", "lis-technologies"], "reactor_or_facility_ids": [], "source_url": "https://ans.org/news/article-6623/does-six-leu-contracts-add-two-laser-enrichers-to-the-haleu-lineup", "source_name": "ANS Nuclear Newswire", "as_of_date": "2026-10-09", "confidence": "low", "notes": "Exact award date and USD 3.4bn ceiling not confirmed by fetch (ANS Jan 2026 article says 'December 2024'); verify on energy.gov. Date confirmed against https://www.energy.gov/node/4847370 (fetched 2026-10-09): DOE release 10 Dec 2024: six companies; up to 10 years; min USD 2m each; no ceiling stated (USD 3.4bn figure from trade press not confirmed -> value set null)."}, {"deal_id": "2024-12-meta-nuclear-rfp", "date": "2024-12-03", "type": "policy", "title": "Meta issues RFP for 1-4 GW of new US nuclear generation from the early 2030s", "parties": ["Meta"], "project_or_site": "US (multiple)", "country_iso3": "USA", "capacity_mw": 4000, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Meta launched a request for proposals seeking developers able to deliver 1-4 GW of new nuclear capacity in the US starting in the early 2030s, open to SMRs and large reactors; the RFP led to the January 2026 agreements with Vistra, TerraPower and Oklo.", "company_ids": ["meta"], "reactor_or_facility_ids": [], "source_url": "https://sustainability.atmeta.com/blog/2024/12/03/accelerating-the-next-wave-of-nuclear-to-power-ai-innovation/", "source_name": "Meta sustainability blog", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Meta's own post is on sustainability.atmeta.com (not fetched). capacity_mw is the upper bound of the RFP range. Secondary source replaced by primary https://sustainability.atmeta.com/blog/2024/12/03/accelerating-the-next-wave-of-nuclear-to-power-ai-innovation/ (fetched 2026-10-09): Meta sustainability post published 3 Dec 2024; 1-4 GW from early 2030s. Power Engineering 4 Dec 2024 gives intake deadline 3 Jan 2025 and proposals due 7 Feb 2025."}, {"deal_id": "2024-11-nrc-approves-hermes-2-construction-permits", "date": "2024-11-20", "type": "licensing_milestone", "title": "NRC votes to issue construction permits for Kairos Power's two-unit Hermes 2 plant", "parties": ["US Nuclear Regulatory Commission", "Kairos Power"], "project_or_site": "Hermes 2, Oak Ridge, Tennessee", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "The NRC approved construction permits for Hermes 2, two 35 MWt fluoride-salt-cooled test reactors sharing a power generation system adjacent to the Hermes demonstration reactor; the application was filed in July 2023, with the final safety evaluation in July 2024 and environmental assessment in August 2024.", "company_ids": ["kairos-power"], "reactor_or_facility_ids": ["hermes-2"], "source_url": "https://world-nuclear-news.org/articles/regulator-oks-hermes-2-construction-permit", "source_name": "Kairos Power press release", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Date is the Commission vote reported 21 Nov 2024; permits were issued shortly afterwards. Hermes 2 later became the subject of the 2025 TVA/Google PPA. Date corrected from 2024-11-21 to 2024-11-20 after fetching https://www.kairospower.com/updates/nuclear-regulatory-commission-approves-construction-permits-for-hermes-2-demonstration-plant on 2026-10-09: Kairos Power release dated 20 Nov 2024 says the NRC 'has voted to issue' the permits (vote on or before 20 Nov); WNN reported 21 Nov 2024. Date moved from 21 to 20 Nov 2024 (release date)."}, {"deal_id": "2024-11-russia-restricts-enriched-uranium-exports-to-us", "date": "2024-11-15", "type": "policy", "title": "Russia imposes temporary ban on enriched uranium exports to the United States in response to US import ban", "parties": ["Government of the Russian Federation", "Rosatom", "Tenex"], "project_or_site": "Russian enriched uranium exports to US entities", "country_iso3": "RUS", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "On 15 November 2024 the Russian government amended Decree No 313 of 9 March 2022 to temporarily ban exports of enriched uranium to the United States and under contracts with US-registered entities, with exceptions for deliveries under one-off licences issued by FSTEC; Rosatom called it a tit-for-tat response to the US Prohibiting Russian Uranium Imports Act. Tenex told Centrus that its general export licence had been rescinded through 31 December 2025 and that specific licences would be sought for remaining 2024 and 2025 shipments.", "company_ids": ["rosatom", "centrus-energy"], "reactor_or_facility_ids": [], "source_url": "https://world-nuclear-news.org/articles/russia-places-ban-on-us-uranium-exports", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Russian government decree text not fetched (WNN 18 Nov 2024 reports the 15 Nov 2024 announcement; S&P Global also 15 Nov 2024). End date of the restriction not stated. Centrus held a DOE import waiver for 2024-2025 deliveries (July 2024). Date confirmed in cited source (fetched 2026-10-09): WNN 18 Nov 2024: ban announced 15 Nov 2024 as amendment to Decree 313 of 9 Mar 2022; FSTEC one-off licences; Tenex general licence rescinded through 31 Dec 2025 (Centrus SEC filing). Decree text not fetched - date from secondary source."}, {"deal_id": "2024-11-onagawa-2-restart", "date": "2024-11-15", "type": "restart", "title": "Tohoku Electric's Onagawa 2 resumes generation, first BWR restart since Fukushima", "parties": ["Tohoku Electric Power"], "project_or_site": "Onagawa Nuclear Power Station, Miyagi", "country_iso3": "JPN", "capacity_mw": 825, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Onagawa 2 (825 MW BWR), the closest reactor to the 2011 earthquake epicentre, resumed power generation on 15 November 2024 after restarting in late October 2024 and entered commercial operation on 26 December 2024, the first boiling-water reactor returned to service in Japan since the Fukushima accident.", "company_ids": ["tohoku-electric-power"], "reactor_or_facility_ids": ["onagawa-2"], "source_url": "https://www.jaif.or.jp/cms_admin/wp-content/uploads/2025/12/jp-npps-operation20251208_en.pdf", "source_name": "JAIF - Current Status of Nuclear Power Plants in Japan (8 Dec 2025)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Reactor restart (criticality) was 29 Oct 2024; JAIF table gives 15 Nov 2024 power generation and 26 Dec 2024 commercial operation. Date field uses generation resumption. Date confirmed in cited source (fetched 2026-10-09): JAIF table (8 Dec 2025): generation resumed 2024.11.15; commercial operation 2024.12.26; 825 MWe."}, {"deal_id": "2024-11-kozloduy-7-8-engineering-contract-hyundai-westinghouse", "date": "2024-11-04", "type": "new_build", "title": "Kozloduy NPP-New Build signs engineering contract with Hyundai E&C and Westinghouse for two AP1000 units", "parties": ["Westinghouse Electric Company", "Kozloduy NPP-New Build", "Hyundai Engineering & Construction"], "project_or_site": "Kozloduy units 7 and 8, Bulgaria", "country_iso3": "BGR", "capacity_mw": 2300, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Kozloduy NPP-New Builds signed an engineering contract with the Hyundai Engineering & Construction-Westinghouse consortium for units 7 and 8 (two AP1000s, about 2,300 MWe) at a ceremony attended by Prime Minister Dimitar Glavchev; schedule and financing details were to be firmed up within 12 months. Unit 7 is targeted for 2035 and unit 8 for 2037. Westinghouse had earlier extended its FEED contract (announced 24 October 2024) after parliament selected the consortium in February 2024.", "company_ids": ["westinghouse", "hyundai-engineering-construction", "kozloduy-npp-new-build"], "reactor_or_facility_ids": ["kozloduy-7", "kozloduy-8"], "source_url": "https://www.world-nuclear-news.org/Articles/Engineering-contract-for-Bulgarian-units-signed-with-Hyundai-and-Westinghouse", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Contract value not disclosed; full EPC contract status as of 2026 not verified (known gap). Capacity 2,300 MWe per WNN. Checked against https://www.world-nuclear-news.org/Articles/Engineering-contract-for-Bulgarian-units-signed-with-Hyundai-and-Westinghouse on 2026-10-09: The 4 Nov 2024 event was the signing of the engineering contract by Hyundai E&C, Westinghouse and Kozloduy NPP-New Builds (WNN 4 Nov 2024, PM Glavchev present; schedule and financing to be firmed up within 12 months). The FEED contract extension was a separate announcement reported by WNN on 24 Oct 2024. Record re-scoped to the engineering contract."}, {"deal_id": "2024-10-doe-haleu-enrichment-idiq-awards", "date": "2024-10-16", "type": "fuel_cycle", "title": "DOE selects four companies for HALEU enrichment IDIQ contracts (USD 2.7bn pool)", "parties": ["US Department of Energy", "Centrus Energy", "General Matter", "Orano", "Urenco USA"], "project_or_site": "US HALEU enrichment", "country_iso3": "USA", "capacity_mw": null, "duration_years": 10, "value_usd_m": 2700, "value_local": null, "currency": null, "status": "signed", "summary": "DOE named four companies (American Centrifuge Operating/Centrus, General Matter, Orano Federal Services and Louisiana Energy Services/Urenco USA) to indefinite-delivery contracts for future HALEU enrichment work, with up to USD 2.7 billion available for task orders over ten years.", "company_ids": ["centrus-energy", "general-matter", "orano", "urenco"], "reactor_or_facility_ids": [], "source_url": "https://www.sec.gov/Archives/edgar/data/1065059/000106505924000082/leu-20241016.htm", "source_name": "SEC EDGAR filing (press release exhibit)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Exact award date not confirmed by fetch (ANS Jan 2026 article says 'October 2024'); 8 Oct 2024 is the commonly cited DOE announcement date — verify on energy.gov. A separate DOE HALEU deconversion award to six companies was also made in Oct 2024. Date corrected from 2024-10-08 to 2024-10-16 after fetching https://www.sec.gov/Archives/edgar/data/1065059/000106505924000082/leu-20241016.htm on 2026-10-09: Centrus 8-K: HALEU enrichment award event dated 16 Oct 2024 (one of four awardees; min USD 2.0m, max USD 2.7bn, 10 years). 8 Oct 2024 was the separate HALEU deconversion selection. Date moved from 8 to 16 Oct 2024."}, {"deal_id": "2024-10-amazon-x-energy-energy-northwest-dominion", "date": "2024-10-16", "type": "smr_order", "title": "Amazon backs X-energy (USD 500m round), Energy Northwest Cascade SMRs and Dominion SMR study", "parties": ["Amazon", "X-energy", "Energy Northwest", "Dominion Energy"], "project_or_site": "Cascade Advanced Energy Facility (Richland, WA); North Anna (VA)", "country_iso3": "USA", "capacity_mw": 320, "duration_years": null, "value_usd_m": 500, "value_local": null, "currency": null, "status": "announced", "summary": "Amazon announced three nuclear agreements: leading a ~USD 500 million financing round in X-energy; an agreement with Energy Northwest to develop four Xe-100 units (320 MWe, expandable to 960 MWe) in Washington state with Amazon funding early development; and an MOU with Dominion to explore an SMR near North Anna. Amazon targets more than 5 GW of new nuclear by 2039.", "company_ids": ["amazon", "x-energy", "energy-northwest", "dominion-energy"], "reactor_or_facility_ids": ["cascade-advanced-energy-facility"], "source_url": "https://www.aboutamazon.com/news/sustainability/amazon-nuclear-small-modular-reactor-net-carbon-zero", "source_name": "Amazon news release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "S&P Global coverage dated 16 Oct 2024. capacity_mw is the initial Energy Northwest phase (320 MWe). value_usd_m is the X-energy round led by Amazon (approx.). Secondary source replaced by primary https://www.aboutamazon.com/news/sustainability/amazon-nuclear-small-modular-reactor-net-carbon-zero (fetched 2026-10-09): Amazon post 16 Oct 2024; X-energy release same day: ~USD 500m Series C-1 anchored by Amazon; Energy Northwest 4 x 80 MW = 320 MW, option to 12 units/960 MW; Dominion >=300 MW near North Anna; >5 GW by 2039."}, {"deal_id": "2024-10-google-kairos-power-500mw", "date": "2024-10-14", "type": "ppa", "title": "Google agrees to buy up to 500 MW from Kairos Power SMR fleet, first unit by 2030", "parties": ["Google", "Kairos Power"], "project_or_site": "Multiple Kairos Power SMR sites (US)", "country_iso3": "USA", "capacity_mw": 500, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Google signed what it called the first corporate agreement to purchase nuclear energy from multiple SMRs, covering up to 500 MW of Kairos Power fluoride-salt-cooled reactors, with the first unit targeted for 2030 and further deployments through 2035.", "company_ids": ["google", "kairos-power"], "reactor_or_facility_ids": [], "source_url": "https://blog.google/outreach-initiatives/sustainability/google-kairos-power-nuclear-energy-agreement/", "source_name": "Google blog (The Keyword)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Framework/orderbook agreement; individual PPAs follow (see Hermes 2 / TVA record 2025-08-18). Date confirmed in cited source (fetched 2026-10-09): Google blog 14 Oct 2024; up to 500 MW; first SMR by 2030; through 2035."}, {"deal_id": "2024-10-kazakhstan-nuclear-referendum", "date": "2024-10-06", "type": "policy", "title": "Kazakhstan referendum approves building the country's first nuclear power plant", "parties": ["Government of Kazakhstan"], "project_or_site": "Ulken, Lake Balkhash (Almaty region)", "country_iso3": "KAZ", "capacity_mw": 2400, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Voters approved construction of a first nuclear power plant in a national referendum on 6 October 2024: 5,561,937 votes (71.12%) in favour on a turnout of 63.66%, according to the Central Referendum Commission. The result opened the vendor selection that concluded with Rosatom's appointment as consortium leader in June 2025.", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://www.kt.kz/eng/government/referendum_result_kazakhstan_votes_in_favor_of_building_1377969845.html", "source_name": "Kazinform (citing the Central Referendum Commission of Kazakhstan)", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Results per Kazinform (8 Oct 2024) citing the Central Referendum Commission: 5,561,937 yes votes (71.12%), turnout 63.66% (7,820,204 of 12,284,487). capacity_mw 2,400 is the planned 2 x VVER-1200 plant (NucNet Feb 2026), not a referendum figure. Date confirmed against https://www.kt.kz/eng/government/referendum_result_kazakhstan_votes_in_favor_of_building_1377969845.html (fetched 2026-10-09): Kazinform 8 Oct 2024 citing the Central Referendum Commission: referendum 6 Oct 2024; yes 5,561,937 (71.12%); turnout 63.66%."}, {"deal_id": "2024-09-doe-loan-guarantee-palisades-restart", "date": "2024-09-30", "type": "financing", "title": "DOE closes USD 1.52 billion loan guarantee for Holtec's Palisades restart", "parties": ["US Department of Energy", "Holtec International"], "project_or_site": "Palisades Nuclear Plant, Covert, Michigan", "country_iso3": "USA", "capacity_mw": 800, "duration_years": null, "value_usd_m": 1520, "value_local": null, "currency": null, "status": "signed", "summary": "DOE's Loan Programs Office closed a loan guarantee of up to USD 1.52 billion under the Energy Infrastructure Reinvestment programme to finance the restart of the 800 MW Palisades plant (shut May 2022); Holtec had signed long-term PPAs for the full output with Wolverine Power Cooperative and Hoosier Energy. Restart was then targeted for 2025.", "company_ids": ["holtec", "wolverine-power-cooperative", "hoosier-energy"], "reactor_or_facility_ids": ["palisades"], "source_url": "https://www.power-eng.com/nuclear/doe-closes-on-1-5b-loan-to-reopen-palisades-nuclear-plant/", "source_name": "Power Engineering (trade press)", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "DOE announced the closing on 30 Sep 2024 (also APPA). Michigan state committed USD 300m; USDA later provided ~USD 1.3bn to the co-ops (not verified here). Date confirmed against https://www.publicpower.org/periodical/article/doe-announces-closing-loan-guarantee-tied-restart-mich-nuclear-plant (fetched 2026-10-09): APPA 30 Sep 2024 (DOE announced closing 30 Sep); Power Engineering 30 Sep 2024; up to USD 1.52bn EIR; USDA loans Wolverine >USD 650m (435 MW), Hoosier >USD 675m (370 MW). energy.gov/edf/holtec-palisades fetch failed."}, {"deal_id": "2024-09-microsoft-constellation-crane-tmi1-restart", "date": "2024-09-20", "type": "ppa", "title": "Constellation to restart TMI-1 as Crane Clean Energy Center under 20-year PPA with Microsoft", "parties": ["Constellation Energy", "Microsoft"], "project_or_site": "Crane Clean Energy Center (former Three Mile Island Unit 1), Middletown, Pennsylvania", "country_iso3": "USA", "capacity_mw": 835, "duration_years": 20, "value_usd_m": null, "value_local": null, "currency": null, "status": "signed", "summary": "Constellation announced it would restart the 835 MW TMI-1 reactor (shut 2019), renamed the Crane Clean Energy Center, backed by a 20-year PPA under which Microsoft buys the output to match data-centre load in PJM; Constellation planned about USD 1.6 billion of investment with restart initially targeted for 2028 and later pulled forward to 2027.", "company_ids": ["constellation-energy", "microsoft"], "reactor_or_facility_ids": ["crane-clean-energy-center", "three-mile-island-1"], "source_url": "https://www.sec.gov/Archives/edgar/data/1868275/000186827524000058/ceg-202409208kexh991.htm", "source_name": "Constellation Energy Form 8-K exhibit 99.1 (press release)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "ANS coverage: ans.org article-6402. Subsequent milestones recorded separately (FERC CIR waiver 2026-06-01; DOE USD 1bn loan guarantee 2025). Date confirmed in cited source (fetched 2026-10-09): 8-K exhibit dateline Sept 20, 2024; ~835 MW; 20-year PPA; restart projected 2028 at the time. Status 2026-10-09: Constellation's Q2 2026 results (6 Aug 2026) say the NRC approved a fuel licence amendment request and FERC approved the CIR transfer waiver, 'moving us closer to restarting operations in 2027'; DOE closed a USD 1bn loan on 18 Nov 2025 (separate record)."}, {"deal_id": "2024-09-barakah-4-commercial-operation", "date": "2024-09-05", "type": "new_build", "title": "Barakah unit 4 enters commercial operation, completing the UAE's 5.6 GW APR-1400 fleet", "parties": ["Emirates Nuclear Energy Corporation", "Nawah Energy Company", "KEPCO"], "project_or_site": "Barakah Nuclear Energy Plant, Abu Dhabi", "country_iso3": "ARE", "capacity_mw": 1400, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "ENEC announced on 5 September 2024 that the fourth and final APR-1400 unit at Barakah had entered commercial operation, completing the four-unit plant that supplies about a quarter of the UAE's electricity.", "company_ids": ["enec", "nawah", "kepco"], "reactor_or_facility_ids": ["barakah-4"], "source_url": "https://www.ans.org/news/article-6366/fourth-unit-at-uaes-barakah-plant-enters-commercial-operation/", "source_name": "ANS Nuclear Newswire", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Capacity and 25% share from standard ENEC descriptions (not in fetched text). Date confirmed against https://www.nucnet.org/news/uae-hails-historic-milestone-as-fourth-and-final-reactor-begins-operation-9-4-2024 (fetched 2026-10-09): NucNet 5 Sep 2024 and ANS 5 Sep 2024: ENEC announced commercial operation on Thursday 5 Sep 2024; ~40 TWh/yr, ~25% of UAE electricity; unit 4 start-up 1 Mar 2024. ENEC/WAM release not retrievable."}, {"deal_id": "2024-09-orano-project-ike-oak-ridge-site-selection", "date": "2024-09-04", "type": "fuel_cycle", "title": "Orano selects Oak Ridge, Tennessee for Project IKE multi-billion-dollar uranium enrichment plant", "parties": ["Orano USA", "State of Tennessee", "US Department of Energy"], "project_or_site": "Project IKE, Oak Ridge (Roane County), Tennessee", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "announced", "summary": "Orano USA announced on 4 September 2024, with Tennessee Governor Bill Lee, that it had selected Oak Ridge for Project IKE, a gas-centrifuge uranium enrichment facility described as a multi-billion-dollar investment and the largest in Tennessee's history, with more than 300 permanent jobs on a 920-acre DOE site being transferred to Orano; NRC licensing was to begin with production expected in the early 2030s.", "company_ids": ["orano"], "reactor_or_facility_ids": ["orano-oak-ridge"], "source_url": "https://www.orano.group/usa/en/our-news/news-releases/2024", "source_name": "Orano USA news releases (2024 listing stating the 4 September 2024 Project IKE announcement)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Investment figure not given in 2024 ('multi-billion'); Orano's Feb 2026 release puts it at USD 5bn. DOE EM article of 10 Sep 2024 confirms the announcement 'last week' at a press conference in Oak Ridge. Orano received a DOE LEU IDIQ award 10 Dec 2024 and a USD 900m LEU task order in Jan 2026 (separate records). Date confirmed in cited source (fetched 2026-10-09): Orano USA 2024 news page states the Project IKE site announcement date as September 4, 2024 ('multi-billion-dollar'); DOE EM article 10 Sep 2024: announced 'last week' by Gov. Lee, >300 jobs, 920-acre site, production early 2030s."}, {"deal_id": "2024-08-kazatomprom-lowers-2025-production-guidance", "date": "2024-08-23", "type": "policy", "title": "Kazatomprom lowers 2025 production guidance to 25,000-26,500 tU from a planned 30,500-31,500 tU", "parties": ["Kazatomprom"], "project_or_site": "Kazakhstan mines (incl. JV Budenovskoye)", "country_iso3": "KAZ", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "announced", "summary": "With its half-year 2024 results on 23 August 2024 Kazatomprom set 2025 production guidance at 25,000-26,500 tU (100% basis), about 5,000 tU below the 30,500-31,500 tU it had planned at 100% of subsoil-use levels, citing uncertainty over 2025 sulphuric acid supplies and construction delays at new deposits; JV Budenovskoye's 2025 output was cut to 1,300 tU from 4,000 tU.", "company_ids": ["kazatomprom"], "reactor_or_facility_ids": [], "source_url": "https://world-nuclear-news.org/articles/kazatomprom-lowers-2025-uranium-production-expecta", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Kazatomprom's results release not fetched; WNN 23 Aug 2024 is the same-day report (Bloomberg also 23 Aug 2024). The ~16% reduction is a derived midpoint figure. Date confirmed in cited source (fetched 2026-10-09): WNN 23 Aug 2024 (same-day): 25,000-26,500 tU for 2025 vs 30,500-31,500 planned; Budenovskoye 1,300 tU vs 4,000 tU; sulphuric acid and construction delays. Kazatomprom primary not fetched - date from secondary source."}, {"deal_id": "2024-08-china-state-council-approves-11-units", "date": "2024-08-19", "type": "policy", "title": "China's State Council approves a record 11 reactors at five sites (~CNY 220bn)", "parties": ["State Council of the People's Republic of China", "CNNC", "CGN", "SPIC"], "project_or_site": "Xuwei I (Jiangsu), Lufeng I (Guangdong), Zhaoyuan I (Shandong), San'ao II (Zhejiang), Bailong I (Guangxi)", "country_iso3": "CHN", "capacity_mw": null, "duration_years": null, "value_usd_m": 31000, "value_local": 220000, "currency": "CNY", "status": "completed", "summary": "At a 19 August 2024 executive meeting the State Council approved 11 new reactors across five projects, a record single batch with reported investment of about CNY 220 billion (USD 31 billion), including CNNC's Xuwei high-temperature-gas-cooled/PWR cogeneration project.", "company_ids": ["cnnc", "cgn", "spic"], "reactor_or_facility_ids": [], "source_url": "https://www.world-nuclear-news.org/articles/china-approves-11-new-reactors", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Site list partially from memory; confirm against WNN 'China approves 11 new reactors' (Aug 2024). Investment figure from Bloomberg/Business Standard (USD 31bn). Date confirmed against https://www.world-nuclear-news.org/articles/china-approves-11-new-reactors (fetched 2026-10-09): WNN 21 Aug 2024: State Council meeting 19 Aug 2024; Xuwei I (CNNC: 2 Hualong One + 1 HTGR), Lufeng I (CGN: 2 CAP1000), Zhaoyuan I (CGN: 2 Hualong One), San'ao II (CGN: 2 Hualong One), Bailong I (SPIC: 2 CAP1000). WNN gives no total investment; CNY 220bn/USD 31bn is from Bloomberg (not re-verified)."}, {"deal_id": "2024-07-us-advance-act-signed", "date": "2024-07-09", "type": "regulation", "title": "President Biden signs ADVANCE Act (via S.870 Fire Grants and Safety Act) to speed NRC licensing", "parties": ["US Congress", "US President", "US Nuclear Regulatory Commission"], "project_or_site": "US (federal legislation)", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "The ADVANCE Act, passed by the House 393-13 (May 2024) and Senate 88-2 (18 June 2024) as part of S.870, was signed on 9 July 2024; it directs the NRC to speed licensing of new technologies, cuts fees for advanced reactor applicants, creates deployment prizes, strengthens advanced-fuel qualification and directs DOE to streamline nuclear export approvals.", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://world-nuclear-news.org/Articles/President-Biden-signs-ADVANCE-Act-into-law", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "high", "notes": "White House bill-signing notice dated 9 Jul 2024 (bidenwhitehouse.archives.gov). Date confirmed in cited source (fetched 2026-10-09): WNN 10 Jul 2024: signed 'on Tuesday' = 9 Jul 2024 as part of S.870; Senate 88-2 on 18 Jun 2024; House 393-13 in May 2024."}, {"deal_id": "2024-05-us-prohibiting-russian-uranium-imports-act", "date": "2024-05-13", "type": "regulation", "title": "US enacts Prohibiting Russian Uranium Imports Act; ban effective 11 Aug 2024, waivers to 1 Jan 2028", "parties": ["US Congress", "US President", "US Department of Energy"], "project_or_site": "US uranium imports (LEU) from Russia", "country_iso3": "USA", "capacity_mw": null, "duration_years": null, "value_usd_m": 2700, "value_local": null, "currency": null, "status": "completed", "summary": "President Biden signed the Prohibiting Russian Uranium Imports Act on 13 May 2024; the ban on Russian LEU imports took effect on 11 August 2024 and runs to 31 December 2040, with DOE able to grant waivers for supply-security reasons only until 1 January 2028. Enactment unlocked about USD 2.7 billion of previously appropriated funds for domestic enrichment.", "company_ids": [], "reactor_or_facility_ids": [], "source_url": "https://www.govinfo.gov/content/pkg/PLAW-118publ62/html/PLAW-118publ62.htm", "source_name": "Public Law 118-62 (govinfo.gov)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "CONFLICT with brief: brief said 'waivers to 2028'; statute ends waiver authority on 1 Jan 2028 (i.e., waivers through end-2027). Primary: congress.gov H.R.1042 / P.L. 118-62; Centrus 8-K 18 Jul 2024 discusses waivers. Secondary source replaced by primary https://www.govinfo.gov/content/pkg/PLAW-118publ62/html/PLAW-118publ62.htm (fetched 2026-10-09): Statute text: 'Approved May 13, 2024'; prohibition begins 90 days after enactment (= 11 Aug 2024) and terminates 31 Dec 2040; waivers terminate not later than 1 Jan 2028; annual waiver caps 476,536 kg (2024), 470,376 (2025), 464,183 (2026), 459,083 (2027)."}, {"deal_id": "2024-04-vogtle-4-commercial-operation", "date": "2024-04-29", "type": "new_build", "title": "Vogtle Unit 4 enters commercial operation, completing the two-unit AP1000 expansion", "parties": ["Georgia Power", "Southern Nuclear", "Oglethorpe Power", "MEAG Power", "Dalton Utilities"], "project_or_site": "Plant Vogtle, Waynesboro, Georgia", "country_iso3": "USA", "capacity_mw": 1117, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Georgia Power declared Vogtle Unit 4 in commercial operation on 29 April 2024, completing the two-unit AP1000 expansion begun in 2009 and making Vogtle the largest generator of clean energy in the US; the company expects the four-unit site to produce more than 30 million MWh a year. Unit 3 entered commercial operation on 31 July 2023.", "company_ids": ["southern-company", "georgia-power", "westinghouse"], "reactor_or_facility_ids": ["vogtle-4"], "source_url": "https://southerncompany.mediaroom.com/2024-04-29-Vogtle-Unit-4-enters-commercial-operation", "source_name": "Southern Company press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Release datelined Atlanta, April 29, 2024. Capacity 1,117 MWe net per NRC plant data (release gives only '500,000 homes and businesses'). Cost not stated in the release. Date confirmed in cited source (fetched 2026-10-09): Release datelined Atlanta, April 29, 2024: Unit 4 declared in commercial operation; >30 million MWh/yr for four units; co-owners named, no shares or cost."}, {"deal_id": "2024-03-amazon-talen-susquehanna-data-center", "date": "2024-03-04", "type": "m_and_a", "title": "Talen sells 960 MW Susquehanna co-located data-centre campus to Amazon for USD 650 million", "parties": ["Talen Energy", "Amazon Web Services"], "project_or_site": "Cumulus data-centre campus at Susquehanna Steam Electric Station, Pennsylvania", "country_iso3": "USA", "capacity_mw": 960, "duration_years": null, "value_usd_m": 650, "value_local": null, "currency": null, "status": "completed", "summary": "Talen Energy sold its 960 MW data-centre campus adjacent to the Susquehanna nuclear plant to AWS for USD 650 million, with behind-the-meter power to be supplied from the plant under a long-term arrangement; FERC later (Nov 2024) rejected an amended interconnection agreement that would have expanded the behind-the-meter supply.", "company_ids": ["talen-energy", "amazon"], "reactor_or_facility_ids": ["susquehanna-1", "susquehanna-2"], "source_url": "https://ir.talenenergy.com/news-releases/news-release-details/talen-energy-reports-fourth-quarter-and-annual-2023-results-line", "source_name": "Talen Energy press release", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Date is Talen's announcement (4 Mar 2024, with Q4 2023 results); ANS article dated 7 Mar 2024. Replaced/expanded by the June 2025 1,920 MW grid-connected PPA (separate record). Secondary source replaced by primary https://ir.talenenergy.com/news-releases/news-release-details/talen-energy-reports-fourth-quarter-and-annual-2023-results-line (fetched 2026-10-09): Talen Q4-2023 results release (14 Mar 2024): assets sold 1 Mar 2024, sale announced 4 Mar 2024; USD 650m gross (USD 300m escrow); PPA up to 960 MW ramping in 120 MW steps; AWS option to cap at 480 MW."}, {"deal_id": "2024-02-kazatomprom-cuts-2024-guidance-sulphuric-acid", "date": "2024-02-01", "type": "policy", "title": "Kazatomprom cuts 2024 production plan to 80% of subsoil-use levels (21,000-22,500 tU) citing sulphuric acid shortage", "parties": ["Kazatomprom"], "project_or_site": "Kazakhstan in-situ-recovery mines", "country_iso3": "KAZ", "capacity_mw": null, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "announced", "summary": "In its 1 February 2024 trading update Kazatomprom set 2024 production guidance at 21,000-22,500 tU (100% basis), about 80% of permitted subsoil-use volumes instead of the 90% previously planned (roughly 23,500 tU), citing difficulty procuring sulphuric acid for in-situ leaching amid regional shortages and construction delays at new deposits; it warned that a swift return to 100% in 2025 was at risk and that 2025 plans could be adjusted with the half-year results.", "company_ids": ["kazatomprom"], "reactor_or_facility_ids": [], "source_url": "https://spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/020124-kazakh-uranium-miner-kazatomprom-says-will-produce-only-80-of-permitted-levels-in-2024", "source_name": "S&P Global Commodity Insights", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Kazatomprom's own trading update (kazatomprom.kz) not fetched; date and figures from S&P Global (1 Feb 2024) and Interfax (2 Feb 2024). 2023 production was 21,112 tU. Follow-up: 2025 guidance cut on 23 Aug 2024 and 2026 cut on 22 Aug 2025 (separate records). Date confirmed in cited source (fetched 2026-10-09): S&P Global 1 Feb 2024: trading update dated 1 Feb 2024; 21,000-22,500 tU; 80% vs 90% of permitted levels (~23,500 tU); sulphuric acid shortage; 12 Jan 2024 prior warning. Interfax 2 Feb 2024 corroborates. Kazatomprom primary not fetched - date from secondary source."}, {"deal_id": "2024-01-hinkley-point-c-delay-2029-2031", "date": "2024-01-23", "type": "new_build", "title": "EDF delays Hinkley Point C unit 1 to 2029-2031 and raises cost to GBP 31-35 billion", "parties": ["EDF", "Hinkley Point C Ltd"], "project_or_site": "Hinkley Point C, Somerset", "country_iso3": "GBR", "capacity_mw": 3260, "duration_years": null, "value_usd_m": null, "value_local": 35000, "currency": "GBP", "status": "pending", "summary": "EDF announced that unit 1 of the 3.26 GW Hinkley Point C would start between 2029 and 2030 at the earliest, or 2031 in the worst case, with costs of GBP 31-34 billion (GBP 35 billion worst case, 2015 prices), up from a previous 2027 target and GBP 26 billion estimate.", "company_ids": ["edf"], "reactor_or_facility_ids": ["hinkley-point-c-1", "hinkley-point-c-2"], "source_url": "https://world-nuclear-news.org/articles/edf-announces-hinkley-point-c-delay-and-big-rise-i", "source_name": "World Nuclear News", "as_of_date": "2026-10-09", "confidence": "medium", "notes": "Enerdata item dated 25 Jan 2024 refers to EDF's announcement the day after the Sizewell C funding news (22 Jan 2024) — i.e. 23 Jan 2024, consistent with EDF's press release. Price basis (2015 money) from EDF release, not confirmed in fetched text. Date confirmed against https://world-nuclear-news.org/articles/edf-announces-hinkley-point-c-delay-and-big-rise-i (fetched 2026-10-09): WNN 23 Jan 2024: EDF statement that Tuesday evening; unit 1 scenarios 2029 / 2030 (base) / 2031; GBP 31-34bn in 2015 prices (+GBP 1bn in scenario 3); previous GBP 26bn and 2027; 2 x 1,630 MWe. EDF Energy page fetch failed."}, {"deal_id": "2023-07-vogtle-3-commercial-operation", "date": "2023-07-31", "type": "new_build", "title": "Vogtle Unit 3 enters commercial operation, first new US reactor in over 30 years", "parties": ["Georgia Power", "Southern Nuclear", "Oglethorpe Power", "MEAG Power", "Dalton Utilities"], "project_or_site": "Plant Vogtle, Waynesboro, Georgia", "country_iso3": "USA", "capacity_mw": 1117, "duration_years": null, "value_usd_m": null, "value_local": null, "currency": null, "status": "completed", "summary": "Georgia Power declared Vogtle Unit 3, the first of two Westinghouse AP1000 units added to the Vogtle site, in commercial operation on 31 July 2023; it was the first newly constructed US reactor to enter service since Watts Bar 2 in 2016. Southern Nuclear operates the plant for co-owners Georgia Power, Oglethorpe Power, MEAG Power and Dalton Utilities.", "company_ids": ["southern-company", "georgia-power", "westinghouse"], "reactor_or_facility_ids": ["vogtle-3"], "source_url": "https://southerncompany.mediaroom.com/2024-04-29-Vogtle-Unit-4-enters-commercial-operation", "source_name": "Southern Company press release (Vogtle Unit 4 enters commercial operation, 29 April 2024, stating the Unit 3 date)", "as_of_date": "2026-10-09", "confidence": "high", "notes": "Unit 3 commercial-operation date (July 31, 2023) is stated in Southern Company's 29 Apr 2024 release; the 31 Jul 2023 release itself could not be fetched. Capacity 1,117 MWe net per NRC plant data (not in the release). Ownership shares and project cost (widely reported at >USD 30bn for both units) not in the release and not re-verified. Date confirmed in cited source (fetched 2026-10-09): Southern Company release of 29 Apr 2024 states Unit 3 entered commercial operation on July 31, 2023; the 2023 release page could not be fetched (CLIENT_ERROR)."} ] }