OAK RIDGE BOUND THIS SUMMER. Planning a couple of trips to the Oak Ridge, TN area over the next few months. If you're with a nuclear company, lab, or industry group in the region and have events, tours, or meetups happening, slide into my DMs. This work matters…for our security, our quality of life, and the generation inheriting what we build. Would love to connect with anyone moving that mission forward. 🇺🇸 🫡

NUCLEAR EXECUTIVES ARE BEING FLOWN TO A CAMECO URANIUM MINE. The University of Saskatchewan's Canadian Executive Nuclear Energy Management School (Executive NEMS), a one-week, IAEA-co-delivered program for senior leaders across government, utilities, and industry, concludes today with a flight to a Cameco uranium mine site. WHAT THE CURRICULUM COVERS · Supply chain, contractor management, and workforce readiness for advanced reactor deployment · Megaproject governance, project financing, and energy economics · Regulatory licensing, safety culture, and nuclear security fundamentals · Certificate co-signed by the IAEA and USask…no tuition, fully sponsor-funded Is there an American version of this? 👀 $CCJ

THE NPT FAILED ITS THIRD CONSECUTIVE REVIEW CONFERENCE. THE WORLD HAS GONE SIXTEEN YEARS WITHOUT A FINAL AGREED DOCUMENT. NPT: THE THREE-PILLAR FRAMEWORK · The NPT (1970, 191 states parties) rests on three pillars: no new nuclear weapons states, existing nuclear states pursue disarmament, and all parties retain the right to peaceful nuclear energy · The 2026 Review Conference collapsed May 22 after US-Iran disputes over Iran's IAEA safeguards noncompliance broke the negotiating process · This marks three straight failed RevCons (2015, 2022, 2026) - the next opportunity is 2031 · The IAEA continues as the treaty's enforcement arm regardless, holding safeguards agreements with 183 states The treaty stands. The review process keeps failing. Sixteen years of stalled diplomacy. Thousands of people quietly advancing the peaceful use case anyway. Be one of them. ☮️🌎

MAERSK JUST PUT A NUCLEAR SHIP IN ROTTERDAM, ON PAPER LR / CORE POWER / Maersk / Port of Rotterdam JDP WHAT THE STUDY FOUND · Assessed a 3,600-TEU nuclear feeder ship (Maersk V-Class hull) calling at Rotterdam's Eemhaven Short Sea terminal, a few kilometers from the city center · Scenario: single reactor, roughly 16 MWe total power with 12 MWe to propulsion, US-flagged, US NRC license assumed as the basis for acceptance by Dutch regulator ANVS, subject to additional national approvals · Principal finding: barriers are not technical. They are regulatory alignment, governance, risk management integration, and public acceptance. Existing port safety frameworks can do the job once nuclear considerations are built in · Calls the IMO's 1981 Nuclear Ships Code obsolete, specific to older direct-drive PWRs A major container line just signed onto a roadmap for nuclear port calls. The ship is no longer the gate. The paperwork is. Which moves first, an updated IMO Nuclear Code or bilateral nuclear corridors between willing port states? $BWXT $HII $OKLO $LEU

PENNSYLVANIA AND ONTARIO JUST PUT ADVANCED NUCLEAR IN A CROSS-BORDER ENERGY AGREEMENT. WHAT THE DOCUMENT ACTUALLY SAYS · The energy section emphasizes advanced nuclear technologies, hydrogen, sustainable aviation fuel, grid modernization, and cross-border trade · It calls for developing a cost and benefit sharing framework to support a cross-border electricity transmission intertie between the two grids · The energy section also commits to exploring supply chain and manufacturing opportunities between the two jurisdictions · The MOU is non-binding, creates no dedicated financial commitments, and runs three years Most state-level MOUs are handshake theater. This one names advanced nuclear and a specific transmission mechanism in the text. What would an Ontario-to-PA intertie mean for PJM, which already exports more power than any other US grid?

SWEDEN JUST GOT ITS FIRST PRIVATE GIGAWATT-SCALE SMR APPLICATION Studsvik handed the Swedish Government an application for state support to build up to 1,400 MWe of new nuclear, delivered directly to the Minister for Financial Markets. WHAT THE APPLICATION COVERS · ReFirm programme: SMR parks in southern Sweden using proven light-water reactor technology · Valdemarsvik and Nyköping are the most advanced sites, both in bidding zone SE3 where dispatchable power needs are significant · Structure keeps multiple sites in parallel evaluation ahead of a later project selection · First unit targeted for commissioning in the second half of the 2030s, pending permits and commercial conditions A 540-person nuclear services company with 80 years of technical heritage is now bidding to become a gigawatt-scale developer. The state aid review and EU approval process will tell us how serious Sweden's financing framework really is.

POLAND'S NUCLEAR PROGRAM JUST SHIFTED FROM PLANNING TO EXECUTION, AND A THREE-COUNTRY RACE FOR PLANT #2 IS NOW OFFICIAL WHAT THE UPDATED PPEJ LOCKS IN · First plant enters execution: three AP1000 reactors, ~3.75 GWe, with EC state aid approval (Dec 2025) and a construction license application filed with Poland's nuclear regulator (Mar 2026) · PLN 60.2B earmarked to capitalize the first project through 2030. First unit online 2036, full plant by 2038 · Second plant launched: Gen III technology, Bełchatów and Konin as preferred sites, competitive dialogue underway with the US, France, and Canada · Polish firms targeted for ~40% of the first reactor's value, rising to ~70% on later units Poland is past the "should we" stage. The real contest now is who wins the second plant, with a strategic partner decision set for 2027. Which bid takes it: American, French, or Canadian? $CCJ $BAM