Emmanuel Macron to Chair Nuclear Policy Council Focused on SMRs and Uranium Supply

On Monday, President Emmanuel Macron will chair a Nuclear Policy Council focused on small modular reactors (SMRs) and uranium supply, within a global context of renewed interest in nuclear energy.

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On Monday, March 17, 2025, President Emmanuel Macron will convene the fourth Nuclear Policy Council of his mandate. This meeting takes place as France reaffirms its commitment to nuclear energy to secure its energy sovereignty and respond to current climate challenges.

Focus on Small Modular Reactors (SMR)

The Council will focus on innovative small reactor projects, also known as Small Modular Reactors (SMRs). The objective is to concentrate government support on the most promising projects, aiming to have two operational SMRs in France by 2030. This initiative aims to position France at the forefront of nuclear innovation.

Uranium Supply: A Strategic Issue

Amid renewed global interest in nuclear energy, uranium supply has become a critical concern. Major uranium suppliers are located in Canada, Africa, and Central Asia. It is essential to equip French companies, notably Orano (formerly Areva), with the resources to guarantee long-term uranium supply, ensuring the sovereignty of France’s entire nuclear sector.

Update on the EPR2 Program

The Council will also review the progress of the EPR2 reactor program. Discussions are expected to pave the way for financing negotiations with the European Commission. This initiative aligns with France’s ambition to expand nuclear power production capacity to meet future energy demands.

Context of Macron’s Nuclear Strategy

Since his speech in Belfort in February 2022, Emmanuel Macron has positioned nuclear energy at the core of France’s energy strategy. This approach aims to strengthen the country’s energy independence and address contemporary climate challenges.

Future Energy Needs of France and Europe

Faced with growing energy demand and the necessity to reduce greenhouse gas emissions, France and Europe must diversify and secure their energy sources. Nuclear power, as a low-carbon energy source, occupies a central role in this strategy. The revival of France’s nuclear program is part of efforts to ensure energy sovereignty while meeting European climate goals.

This proactive approach in the nuclear sector highlights France’s intention to maintain energy leadership and actively contribute to Europe’s energy transition objectives.

The International Atomic Energy Agency projects global nuclear capacity to reach 992 GW by 2050, driven by small modular reactors and lifetime extensions of existing plants.
Premier American Uranium and Nuclear Fuels have announced a target date of around September 19 to finalise their strategic consolidation, pending final approval from the TSX Venture Exchange.
The General Court of the European Union has rejected Austria’s appeal against the inclusion of gas and nuclear energy in the classification of sustainable investments.
Kazakhstan has signed an agreement with Nukem Technologies Engineering Services GmbH to benefit from German expertise in nuclear decommissioning and radioactive waste management.
The European Court of Justice annulled the European Commission's authorisation of Hungarian state aid for the Paks II nuclear project, questioning compliance with EU public procurement rules.
A Chinese consortium has secured a CNY4.2bn ($594mn) contract for the construction of conventional islands for the Xuwei nuclear project, combining third and fourth generation reactors.
Rosatom and China National Nuclear Corporation signed a memorandum of understanding to strengthen bilateral cooperation in talent development and skills training in the nuclear sector.
Iran has reached a new agreement with the International Atomic Energy Agency to formalise the resumption of inspections, following months of suspension linked to military tensions and criticism of its nuclear programme.
The French Energy Regulatory Commission outlines a structured plan to accelerate the deployment of small modular reactors, focusing on industrial heat and series effects to enhance competitiveness.
US-based Nuclearn has secured $10.5mn to scale its artificial intelligence platform, already deployed in over 65 nuclear reactors, to automate critical operations amid rising energy demand.
The steel dome of the CAP1000 Haiyang 4 reactor has been positioned, a major construction milestone paving the way for upcoming maintenance and technical installation phases.
The Groupement des Industriels Français de l'Énergie Nucléaire and the Belgian Nuclear Forum formalise a partnership aimed at strengthening industrial exchanges and joint projects between the two countries’ nuclear sectors.
The International Atomic Energy Agency warns that little time remains to reach an agreement with Iran on fully resuming inspections, as European sanctions could be reimposed within 30 days.
Slovenia’s JEK2 project moves forward with two nuclear technologies judged technically compatible, estimated between EUR9.31bn ($10.1bn) and EUR15.37bn ($16.66bn).
US-based Oklo will build the country’s first privately funded nuclear fuel recycling centre in Oak Ridge, investing $1.7bn and creating over 800 jobs.
The Tennessee Valley Authority partners with ENTRA1 Energy to develop up to 6 gigawatts of modular nuclear capacity, in an unprecedented project supporting energy growth across seven U.S. states.
A report by the International Atomic Energy Agency puts Iran’s 60% enriched uranium at 440.9 kg before Israeli and U.S. strikes, while the agency’s access to enrichment sites has remained suspended since the operations.
US-based Westinghouse has signed six industrial agreements in the UK to supply critical components for its AP1000 and AP300 nuclear projects in Britain and abroad.
NANO Nuclear Energy receives direct funding from the US Air Force innovation branch to assess the integration of its KRONOS MMR™ microreactor at the Washington D.C. military base.
EDF extends the operation of Heysham 1 and Hartlepool by one year after favourable safety inspections, ensuring continuity of nuclear production and safeguarding more than 1,000 jobs.

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