🎉Largest NRC reorganization since 1987: The agency has created a new Office of Advanced Reactors and streamlined key functions to support faster, more predictable licensing and oversight of advanced nuclear technologies while upholding its safety mission. nrc.gov/about-nrc/organizati…

I am really exhausted with a lot of the non-commercial nuclear community lately. @WECNuclear and @gvhnuclear and @TerraPower and @oklo and @KairosPower and @AntaresNuclear and @valaratomics and @xenergynuclear DONT sh!t all over eachother and want to see eachother succeed. Because the opportunity is HUGE. Why do folks, like NGOs and ER Doctors that proport to tell you what to think, feel the need to do so instead? I remember when we were searching for ANY wins for nuclear. When no one cared. When we were closing plants. Now. That folks are making progress in loads of different directions, people that have never even directly participated in a single commercial nuclear win in their lives are trying to tell everyone what matters and does not matter. I remember when there were no wins. I remember writing the last fuel contract for Kewaunee. I remember multiple cycles of layoffs. I also remember getting big so-called commercial wins, as denoted by an NGO saying they know what real progress is, that actually were perhaps steps backward. Like having the NRC certify the design for a reactor you’ve never built before. Everything is different today. And whenever I talk to the actual leaders and developers involved in lots of the great activities going on, they can list a multitude of things they have learned and are gaining experience in. Up until the last couple years, there was little to no incentive or and few, if any, appropriately sized pathways for testing and prototyping of commercial nuclear energy technology. JUST ASK THE DEVELOPERS THAT WENT FOR YEARS TRYING TO GET SOMETHING GOING AND HIT A BRICK WALL. I can remember, having NGOs and talking heads saying, “just go straight to commercial demonstration,” and sh!tting on an iterative prototyping and testing program like Kairos Power is engaged in RIGHT NOW that will likely yield more MWs on the grid faster than any of the commercial demonstrations being funded to the tune of billions of federal dollars. Are we gonna end up with thousands of microreactors deployed all over the country and the world? I’m not sure and neither should you be. Two years ago, the story of large reactors was a dead issue in this country. Time, progress, and innovation can change lots of things. So should we celebrate all the nuclear wins? You’re damn right we should. Because we can so easily go back to the bad old days and I’ve yet to meet anyone that can predict the future. It’s gonna take lots of wins to get us to the commercial nuclear future we want. Many of which may go no where in the long run. But sh!tting on them as they happen is likely not as productive as trying to understand progress and what the world of possibilities may be. FTW.

Antares Mark-0 has achieved initial criticality! ⚛️

If the bear case on IPPs is orbital data centers, everyone should be backing up the truck big time on them here.

NRC COMPLETES LONG MOTT ENVIRONMENTAL REVIEW AHEAD OF SCHEDULE Facility • Four-reactor X-energy Xe-100 facility proposed at Dow Chemical's Seadrift site in Port Lavaca, TX • Each reactor rated at ~80 MWe plus process heat output for Dow Chemical plant operations • Application submitted March 31, 2025 - NRC environmental review began June 10, 2025 Review Outcome • NRC selected an environmental assessment (EA) over a full environmental impact statement (EIS) • EA determination reflects the project's limited environmental footprint at an existing industrial site • EA completed ahead of schedule per NRC Next Steps • Safety review of the construction permit application expected to conclude later in 2026 • Timeline consistent with the 18-month requirement under Executive Order 14300 • Construction permit, if issued, authorizes building only - a separate operating license application is required NRC completing the EA ahead of schedule under EO 14300's 18-month clock is a concrete sign that regulatory timelines for advanced reactors at existing industrial sites can compress - Long Mott is the earliest data point. $XE $DOW

Scoop: Amazon-backed reactor startup X-energy just won NRC approval of the environmental review for its debut plant in Texas. It's historic, from an environmental permitting perspective. This is the first time the agency has given a project the green light after a months-long environmental assessment rather than years-long environmental impact statement. I'll put a link to my @CanaryMediaInc story in the comments.

Huge group of sell side initiations for @xenergynuclear this morning. Very bullish write ups across the board (hold at Jefferies but they’ve been the relative nuclear bear for a long long time…) - great result for the company. $XE #nuclear #uranium

📆 #NRCNews: We've completed our environmental assessment of the proposed Long Mott Generating Station ahead of schedule. nrc.gov/sites/default/files/…

Lotta ugly candles in #uranium land this week… no bueno

Just sent out our quarterly letter to LPs titled “Learning to Fly”. Always feels good to hit send. #nuclear #uranium

The U.S. nuclear waste problem just got a serious contender. Deep Isolation @DeepIsolation launched a full-scale deep borehole demonstration program with Halliburton, Amentum, NAC International, and Occlusion Nuclear Solutions at the DBDC facility in Cameron, TX. What they’re testing: • Deep borehole disposal technology at actual depth • Universal Canister System (UCS) for advanced reactor waste streams • TRISO, molten salt, and vitrified waste compatibility No Yucca Mountain. No waiting on Congress. Drill down, seal permanently. This is the backend of the fuel cycle getting serious investment. youtu.be/07dFUQX8v4Q?si=cCbv…

Today we announced a third-party analysis of our Magnetized Target Fusion (MTF) fuel cycle design by Savannah River National Laboratory has been peer-reviewed and published in the scientific journal, Fusion Science and Technology. This publication supports the feasibility of our commercial fuel cycle design for General Fusion’s MTF power plant. The study was completed under the U.S. Department of Energy’s INFUSE program and evaluated key parameters of our MTF approach. The researchers at SRNL examined the tritium fuel required to start up and operate a General Fusion power plant, as well as the doubling time needed to breed enough tritium to fuel a second plant. When compared with publicly available data for traditional fusion approaches such as tokamaks and stellarators, the SRNL study found that General Fusion’s MTF commercial design: 👉 Requires less tritium for the start-up of a commercial fusion power plant; 👉 Achieves a significantly shorter doubling time—the amount of time needed to breed enough tritium to fuel a second power plant; and 👉 Indicates an MTF power plant will produce enough tritium to ensure a self-sustaining fuel source based on the higher tritium breeding ratio. Read more: generalfusion.com/post/u-s-d…

Louisville Gas and Electric Company and Kentucky Utilities Company (@lgeku), subsidiaries of PPL Corporation, and X-energy, Inc. are collaborating to explore deploying X-energy’s Xe-100 small modular reactor (SMR) in Kentucky to meet growing energy demand across the Commonwealth with long-term, reliable, clean energy. Read more: x-energy.com/news/lg-and-e-a…

$AMZN owns 17% of Energy $XE - X energy launched its IPO today. The company designs small modular nuclear reactors and makes advanced nuclear fuel Modular reactors are gonna be crucial for powering data centers in the next 5 to 10 years, and according to Jensen we gonna have SMRs in the next 5 to 7 years SEC filing:

Amazon-backed nuclear developer X-energy surges 27% in trading debut via @FT giftarticle.ft.com/giftartic…

.@xenergynuclear is bringing next generation nuclear technology to Nasdaq, trading under the ticker $XE.

"We're here. We're ready." X-energy CEO Clay Sell joined @CNBC's Squawk Box this morning on IPO day to discuss how our advanced technology and transformative partnerships will allow us to meet growing energy demands.

Huge deal for the microreactor space. Let’s goo!!!

Big day! Remains our highest conviction investment in the #nuclear space. Congrats @xenergynuclear - proud to be an investor and supporter. #uranium #cleanenergy

X-energy has arrived in the Big Apple! 🏙️ We’re at @Nasdaq MarketSite as we mark our Initial Public Offering and share a behind-the-scenes look at Listing Day. Follow along on our Instagram for real-time updates throughout the day. bit.ly/3QXUr8k