Energy consumption

The conditional green light from the nuclear regulator moves Cigéo into its final regulatory stage, while shifting the risks towards financing, territorial negotiations and industrial execution.
The drone strike confirmed by the IAEA on the Chernobyl site vault exposes Ukraine to a nuclear risk under armed conflict, forcing the EBRD to finance partial restoration while industry standards must now account for drone threats.

Deep Fission installs a 15 MWe underground nuclear reactor on a former military site in Kansas

Deep Fission is installing a 15 MWe pressurised reactor 1.6 km underground at Great Plains Industrial Park, under the Department of Energy’s accelerated pilot programme, targeting criticality by July 4, 2026.
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EDF commits to supply 33 MW of nuclear electricity to Verkor over 12 years, enabling the battery manufacturer to stabilise energy costs ahead of launching its first Gigafactory.
The full-scope simulator for the Lianjiang nuclear project has successfully passed factory acceptance testing, paving the way for its installation at the construction site in China's Guangdong province.

Denmark forms industrial alliance to prepare for a civil nuclear comeback

A coalition of Danish industry groups, unions and investors launches a platform in support of modular nuclear power, aiming to develop firm low-carbon capacity to sustain industrial competitiveness.
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The United Kingdom and TAE Technologies create a joint venture in Culham to produce neutral beams, a key component of fusion, with strategic backing from Google.
Texas-based developer Natura Resources receives new federal funding to test key components of its 100-megawatt modular reactor in partnership with Oak Ridge National Laboratory.

Japan set to vote on partial restart of Kashiwazaki-Kariwa nuclear plant

The Niigata regional assembly is deliberating on restarting unit 6 of the world’s largest nuclear plant, thirteen years after operations ceased following the Fukushima disaster.
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Reactor Doel 2 was taken offline, becoming the fifth Belgian reactor to cease operations under the country’s gradual nuclear phase-out policy.
Rolls-Royce SMR has expanded its partnership with ÚJV Řež to accelerate the deployment of small modular reactors, targeting the construction of several units in the Czech Republic and abroad.

India prepares to open its nuclear sector to private players

The Indian government aims to amend legislation to allow private companies to participate in civil nuclear development, a move positioned as critical to achieving the country’s long-term energy targets.
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The VVER-1200 nuclear reactor at Xudabao 4 in China has completed installation of its final passive water tank, marking the end of modular construction for the second phase of the project.
Ottawa and Edmonton commit to a nuclear production roadmap by 2050, through a memorandum of understanding also covering carbon capture and an Indigenous-led pipeline project.

Niger challenges Orano by launching its uranium production on the international market

Niamey asserts control over its uranium resources by authorising open market sales of Somaïr’s production, formerly operated by France’s Orano, amid ongoing legal disputes.
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Equinix has signed a strategic agreement with French start-up Stellaria to reserve 500 MWe of advanced nuclear capacity to power its future European AI data centres starting in 2035.
Bishkek plans to host a RITM-200N small modular reactor supplied by Rosatom to address electricity shortages and deepen energy ties with Moscow, despite the risks posed by Western sanctions.

TEPCO could restart Kashiwazaki-Kariwa nuclear plant as early as January

The Niigata prefectural assembly will vote on the restart of Unit 6, potentially marking TEPCO’s first reactor relaunch since the 2011 Fukushima disaster.
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The Norwegian government has initiated a consultation with neighbouring countries on its modular nuclear power plant project in Aure and Heim, in accordance with the Espoo Convention.
Türkiye and South Korea have signed a memorandum of understanding to jointly explore nuclear power plant projects, marking a strategic step in the long-term development of Türkiye's energy infrastructure.
Niigata’s governor is expected to approve the restart of one reactor at the Kashiwazaki-Kariwa plant, inactive since the Fukushima accident, reviving a strategic asset for Japan’s energy sector.
Canadian firm Aecon and private developer Norsk Kjernekraft have signed a strategic agreement targeting the deployment of BWRX-300 small modular reactors across several potential locations in Norway.

South Africa restarts PBMR project with strategic transfer to Necsa

The South African government has officially lifted the PBMR reactor out of inactivity, launching a public investment programme and transferring the strategic nuclear asset from Eskom to Necsa.
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The French Court of Auditors values EDF’s grand carénage at over €100bn, while EPR2 reactors already exceed €67–75bn. The State simultaneously directs regulation, financing, and industrial strategy, raising the risk of conflict of interest.
Belarus commits major public investment to add a third reactor at the Ostrovets plant and initiates studies for a second nuclear site to support national energy demand.

Framatome completes second test cycle on next-generation nuclear fuel

Framatome’s accident-tolerant fuel prototype has completed a second 24-month cycle in a commercial nuclear reactor in the United States, paving the way for a third phase of industrial testing.
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The Wylfa site in Wales will host three Rolls-Royce small modular reactors from 2026, marking a strategic investment in the UK’s nuclear expansion.
EDF confirmed that the Flamanville EPR has reached a major milestone, while planning a nearly year-long shutdown in 2026 for extensive regulatory inspections and key component replacement.

EDF expands access to nuclear contracts in response to regulatory changes

EDF is opening access to its long-term nuclear supply contracts to companies consuming more than 7 GWh per year, an adjustment driven by the gradual end of the Arenh mechanism.
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South Korean authorities have approved the continued operation of the Kori 2 reactor for an additional eight years, marking a key milestone in the national nuclear strategy.
A public-private consortium is developing a 5 MW thermal microreactor designed to operate without refuelling for ten years, marking a strategic step in Brazil's nuclear innovation efforts.

Flamanville EPR reaches 80% output as EDF stays on schedule

EDF has announced that the Flamanville EPR reactor is now operating at 80% of its capacity. The target of reaching full output by the end of autumn remains confirmed by the utility.
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The accelerated approval of the Aurora facility’s nuclear safety plan marks a strategic milestone in rebuilding a domestic nuclear fuel production line in the United States.
The Industrikraft consortium will invest SEK400mn ($42.2mn) to become a shareholder in Videberg Kraft, marking a new phase in Sweden’s nuclear project led by Vattenfall on the Värö Peninsula.

Westinghouse secures $114mn contract to supply fuel to Paks nuclear plant

MVM Group has signed an agreement with Westinghouse to secure VVER-440 fuel supplies from 2028, reducing its reliance on Russia and strengthening nuclear cooperation between Budapest and Washington.
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The delivery of nuclear fuel by Russian subsidiary TVEL to the Da Lat research reactor marks a key step in strengthening the nuclear commercial partnership between Moscow and Hanoi.
US supplier X-energy has formalised a graphite supply contract with Japan's Toyo Tanso for the construction of its first four small modular reactors, in partnership with Dow and backed by the US Department of Energy.

Enveniam appointed lead integrator for LIST Technologies’ laser uranium enrichment project

US-based Enveniam has signed an agreement with LIS Technologies Inc. to oversee the design and construction of a new laser-based uranium enrichment facility on American soil.
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Faced with shorter approval timelines, several European nuclear firms, including Newcleo, Orano and Urenco, are considering relocating key industrial investments to the United States.
A consortium led by Swedish giants such as ABB, SSAB and Volvo will invest SEK400mn to support the development of small modular nuclear reactors through a strategic partnership with Vattenfall.