{
  "as_of": "2026-10-23",
  "count": 42,
  "tier_names": {
    "1": "Binding PPA, operating plant",
    "2": "Restart/uprate with offtaker",
    "3": "Binding offtake, new reactor",
    "4": "Offtaker equity",
    "5": "Development/site with milestones",
    "6": "Framework / MOU / GW target",
    "7": "RFP / LOI / exploring",
    "8": "'Nuclear-powered' campus, no vendor/license/fuel"
  },
  "deals": [
    {
      "id": "susquehanna-ppa-amended",
      "deal": "Susquehanna PPA (amended)",
      "parties": "Talen Energy ↔ Amazon (AWS)",
      "buyer_bucket": "Amazon",
      "category": "Large LWR",
      "deployment_model": "Utility grid unit (front-of-meter since Apr 2026; was co-located)",
      "tier": 1,
      "tier_name": "Binding PPA, operating plant",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "Up to 1,920 MW delivered (ramp; 2026 contract range 240–960 MW)",
      "mw_counted": 1920,
      "counted_in_totals": true,
      "supply_class": "existing",
      "k_band": "k>1",
      "dates": "Amended Jun 11, 2025; full volume no later than 2032; term to 2042",
      "licensing_rung": "5 (operating)",
      "grade": "A",
      "bridging_power": "n/a (grid)",
      "status": "Delivering under PPA (metered MW not disclosed). FERC rejected 300→480 MW co-location ISA Nov 1, 2024; restructured front-of-meter",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Talen PR",
          "url": "https://ir.talenenergy.com/news-releases/news-release-details/talen-energy-expands-nuclear-energy-relationship-amazon"
        }
      ]
    },
    {
      "id": "comanche-peak-ppa",
      "deal": "Comanche Peak PPA",
      "parties": "Vistra ↔ Amazon Data Services (AWS named Feb 2026)",
      "buyer_bucket": "Amazon",
      "category": "Large LWR",
      "deployment_model": "Co-located data center (1,200 MW load directly connected, per PUCT filing)",
      "tier": 1,
      "tier_name": "Binding PPA, operating plant",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "Up to 1,200 MW",
      "mw_counted": 1200,
      "counted_in_totals": true,
      "supply_class": "existing",
      "k_band": "k>1",
      "dates": "PPA Sep 2025; energization Q4 2027; full ramp Q4 2032; 20 yr + options",
      "licensing_rung": "5 (operating)",
      "grade": "A",
      "bridging_power": "Unverified",
      "status": "Signed; not yet energized",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Vistra Q4-25",
          "url": "https://investor.vistracorp.com/2026-02-26-Vistra-Reports-Fourth-Quarter-and-Full-Year-2025-Results"
        },
        {
          "label": "PUCT 59399",
          "url": "https://interchange.puc.texas.gov/Documents/59399_17_1646139.PDF"
        }
      ]
    },
    {
      "id": "clinton-ppa-relicense",
      "deal": "Clinton PPA + relicense",
      "parties": "Constellation ↔ Meta",
      "buyer_bucket": "Meta",
      "category": "Large LWR",
      "deployment_model": "Utility grid unit (MISO)",
      "tier": 1,
      "tier_name": "Binding PPA, operating plant",
      "tier_note": "the +30 MW uprate is Tier 2",
      "binding": true,
      "mw_claimed": "~1,121 MW existing + 30 MW uprate",
      "mw_counted": 1121,
      "counted_in_totals": true,
      "supply_class": "existing",
      "k_band": "k>1",
      "dates": "Signed Jun 2025; deliveries from Jun 2027; 20 yr",
      "licensing_rung": "5 (operating; renewed to Apr 2047, Dec 2025)",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Signed; replaces IL ZEC support expiring 2027",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "DCF",
          "url": "https://www.datacenterfrontier.com/energy/article/55410654/big-techs-next-nuclear-bet-more-power-from-reactors-already-running"
        }
      ]
    },
    {
      "id": "perry-davis-besse-ppas",
      "deal": "Perry + Davis-Besse PPAs",
      "parties": "Vistra ↔ Meta",
      "buyer_bucket": "Meta",
      "category": "Large LWR",
      "deployment_model": "Utility grid unit (PJM)",
      "tier": 1,
      "tier_name": "Binding PPA, operating plant",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "2,176 MW existing output",
      "mw_counted": 2176,
      "counted_in_totals": true,
      "supply_class": "existing",
      "k_band": "k>1",
      "dates": "Announced Jan 9, 2026; deliveries late 2026, full by end-2027; 20 yr",
      "licensing_rung": "5 (operating)",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Signed; first deliveries due late 2026",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Meta",
          "url": "https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/"
        }
      ]
    },
    {
      "id": "calvert-cliffs-ppa-existing-share",
      "deal": "Calvert Cliffs PPA (existing share)",
      "parties": "Constellation ↔ Amazon",
      "buyer_bucket": "Amazon",
      "category": "Large LWR",
      "deployment_model": "Utility grid unit (PJM; on-site campus withdrawn)",
      "tier": 1,
      "tier_name": "Binding PPA, operating plant",
      "tier_note": "the 190 MW uprate share is Tier 2",
      "binding": true,
      "mw_claimed": "690 MW total, of which ~500 MW existing",
      "mw_counted": 500,
      "counted_in_totals": true,
      "supply_class": "existing",
      "k_band": "k>1",
      "dates": "Signed Sep 30, 2026; 20 yr",
      "licensing_rung": "5 (operating)",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Signed; underpins second license renewal",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "DCF",
          "url": "https://www.datacenterfrontier.com/energy/article/55410654/big-techs-next-nuclear-bet-more-power-from-reactors-already-running"
        }
      ]
    },
    {
      "id": "constellation-existing-fleet-supply",
      "deal": "Constellation existing-fleet supply",
      "parties": "Constellation ↔ Google",
      "buyer_bucket": "Google",
      "category": "Large LWR",
      "deployment_model": "Utility grid unit (PJM)",
      "tier": 1,
      "tier_name": "Binding PPA, operating plant",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "2,700 MW existing generation",
      "mw_counted": 2700,
      "counted_in_totals": true,
      "supply_class": "existing",
      "k_band": "k>1",
      "dates": "Announced Oct 6, 2026; 15 yr",
      "licensing_rung": "5 (operating)",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Signed alongside the 890 MW uprate PPA",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Constellation",
          "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"
        }
      ]
    },
    {
      "id": "loviisa-ppa-finland",
      "deal": "Loviisa PPA (Finland)",
      "parties": "Fortum ↔ Google",
      "buyer_bucket": "Google",
      "category": "Large LWR",
      "deployment_model": "Utility grid unit (non-US)",
      "tier": 1,
      "tier_name": "Binding PPA, operating plant",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "Up to 50% of plant output (MW not stated)",
      "mw_counted": 0,
      "counted_in_totals": false,
      "supply_class": "existing",
      "k_band": "k>1",
      "dates": "Sep 2026; deliveries 2028–2049",
      "licensing_rung": "5 (operating)",
      "grade": "D",
      "bridging_power": "n/a",
      "status": "Signed; tied to life extension. MW left blank; check the Fortum release",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "NNN",
          "url": "https://www.nuclearnewsnetwork.com/news/nuclear-power-data-centers-explained"
        }
      ]
    },
    {
      "id": "crane-tmi-1-restart",
      "deal": "Crane (TMI-1) restart",
      "parties": "Constellation ↔ Microsoft",
      "buyer_bucket": "Microsoft",
      "category": "Restart/uprate",
      "deployment_model": "Utility grid unit (PJM)",
      "tier": 2,
      "tier_name": "Restart/uprate with offtaker",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "835 MWe",
      "mw_counted": 835,
      "counted_in_totals": true,
      "supply_class": "restart_uprate",
      "k_band": "k=1",
      "dates": "PPA Sep 20, 2024; target 2027 (orig. 2028); 20 yr",
      "licensing_rung": "4 (OL to Apr 19, 2034; restart exemption + 3 LARs pending)",
      "grade": "A",
      "bridging_power": "n/a",
      "status": "NRC EA/FONSI in FR Sep 25, 2026; DOE $1B loan closed Nov 2025",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "DOE EDF",
          "url": "https://www.energy.gov/edf/crane-restart"
        },
        {
          "label": "FR 2026-19603",
          "url": "https://www.federalregister.gov/documents/2026/09/25/2026-19603"
        }
      ]
    },
    {
      "id": "duane-arnold-restart",
      "deal": "Duane Arnold restart",
      "parties": "NextEra ↔ Google (CIPCO takes remainder)",
      "buyer_bucket": "Google",
      "category": "Restart/uprate",
      "deployment_model": "Utility grid unit (MISO)",
      "tier": 2,
      "tier_name": "Restart/uprate with offtaker",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "615 MWe plant; Google share undisclosed",
      "mw_counted": 615,
      "counted_in_totals": true,
      "supply_class": "restart_uprate",
      "k_band": "k=1",
      "dates": "Announced Oct 27, 2025; target Q1 2029; 25 yr",
      "licensing_rung": "4 (restart approvals pending; NRC decision target Jan 29, 2028)",
      "grade": "A",
      "bridging_power": "n/a",
      "status": "DOE loan up to $1.9B closed Sep 8, 2026; NRC draft EA/FONSI Aug 2026",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "NextEra",
          "url": "https://www.investor.nexteraenergy.com/news-and-events/news-releases/2025/10-27-2025-203948689"
        },
        {
          "label": "NRC",
          "url": "https://www.nrc.gov/info-finder/reactors/duan"
        }
      ]
    },
    {
      "id": "palisades-restart",
      "deal": "Palisades restart",
      "parties": "Holtec ↔ Wolverine + Hoosier co-ops",
      "buyer_bucket": "Public power",
      "category": "Restart/uprate",
      "deployment_model": "Utility grid unit (MISO)",
      "tier": 2,
      "tier_name": "Restart/uprate with offtaker",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "805 MWe",
      "mw_counted": 805,
      "counted_in_totals": true,
      "supply_class": "restart_uprate",
      "k_band": "k>1",
      "dates": "Orig. return Q4 2025; no new grid date; power sales due by Mar 1, 2027",
      "licensing_rung": "5 (fuel load in progress)",
      "grade": "A",
      "bridging_power": "n/a",
      "status": "Fuel load began Aug 30, 2026; assembly DD41 tilted; Amdt 283 Oct 13; recovered Oct 21, loading resumed. DOE loan up to $1.52B",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "FR 2026-21594",
          "url": "https://www.federalregister.gov/documents/2026/10/22/2026-21594"
        }
      ]
    },
    {
      "id": "pjm-fleet-uprates-11-units",
      "deal": "PJM fleet uprates (11 units)",
      "parties": "Constellation ↔ Google",
      "buyer_bucket": "Google",
      "category": "Restart/uprate",
      "deployment_model": "Utility grid unit (PJM)",
      "tier": 2,
      "tier_name": "Restart/uprate with offtaker",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "890 MW new capacity",
      "mw_counted": 890,
      "counted_in_totals": true,
      "supply_class": "restart_uprate",
      "k_band": "k=1",
      "dates": "Oct 6, 2026; first 2028, all by end-2032; 20 yr; >$4.3B capex",
      "licensing_rung": "4 (uprate LAR filings not checked)",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Signed; FERC on Oct 9 rejected parts of PJM's large-load framework (BYONC)",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Constellation",
          "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"
        },
        {
          "label": "ANS",
          "url": "https://www.ans.org/news/2026-10-06/article-8467/"
        }
      ]
    },
    {
      "id": "perry-davis-besse-beaver-valley-uprates",
      "deal": "Perry / Davis-Besse / Beaver Valley uprates",
      "parties": "Vistra ↔ Meta",
      "buyer_bucket": "Meta",
      "category": "Restart/uprate",
      "deployment_model": "Utility grid unit (PJM)",
      "tier": 2,
      "tier_name": "Restart/uprate with offtaker",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "433 MW (213 Perry, 80 Davis-Besse, 140 Beaver Valley)",
      "mw_counted": 433,
      "counted_in_totals": true,
      "supply_class": "restart_uprate",
      "k_band": "k=1",
      "dates": "Jan 2026; first 2031, full by end-2034",
      "licensing_rung": "4 (uprate LAR filings not checked)",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "DOE conditional commitment up to $4.2B (Oct 5, 2026), not closed",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "DCF",
          "url": "https://www.datacenterfrontier.com/energy/article/55410654/big-techs-next-nuclear-bet-more-power-from-reactors-already-running"
        }
      ]
    },
    {
      "id": "calvert-cliffs-uprate-share",
      "deal": "Calvert Cliffs uprate share",
      "parties": "Constellation ↔ Amazon",
      "buyer_bucket": "Amazon",
      "category": "Restart/uprate",
      "deployment_model": "Utility grid unit (PJM)",
      "tier": 2,
      "tier_name": "Restart/uprate with offtaker",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "~190 MW new",
      "mw_counted": 190,
      "counted_in_totals": true,
      "supply_class": "restart_uprate",
      "k_band": "k=1",
      "dates": "Sep 30, 2026; online 2030–2032",
      "licensing_rung": "4",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Signed; >$3B upgrades",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "DCF",
          "url": "https://www.datacenterfrontier.com/energy/article/55410654/big-techs-next-nuclear-bet-more-power-from-reactors-already-running"
        }
      ]
    },
    {
      "id": "vogtle-1-2-hatch-nu-1-uprates",
      "deal": "Vogtle 1–2 / Hatch NU-1 uprates",
      "parties": "Georgia Power ↔ Google (tariff, not PPA)",
      "buyer_bucket": "Google",
      "category": "Restart/uprate",
      "deployment_model": "Utility grid unit",
      "tier": 2,
      "tier_name": "Restart/uprate with offtaker",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "~96 MW (Georgia Power share)",
      "mw_counted": 96,
      "counted_in_totals": true,
      "supply_class": "restart_uprate",
      "k_band": "k=1",
      "dates": "Sep 21, 2026",
      "licensing_rung": "4 (NRC uprate approvals pending)",
      "grade": "D",
      "bridging_power": "n/a",
      "status": "GA PSC approval reported Oct 2026 (press only; verify the PSC docket)",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "DCF",
          "url": "https://www.datacenterfrontier.com/energy/article/55410654/big-techs-next-nuclear-bet-more-power-from-reactors-already-running"
        }
      ]
    },
    {
      "id": "hermes-2",
      "deal": "Hermes 2",
      "parties": "Kairos ↔ TVA PPA ↔ Google",
      "buyer_bucket": "Google",
      "category": "Advanced/Gen IV",
      "deployment_model": "Utility grid unit (TVA, serves Google DCs)",
      "tier": 3,
      "tier_name": "Binding offtake, new reactor",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "50 MWe",
      "mw_counted": 50,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k=1",
      "dates": "PPA Aug 2025; groundbreaking Apr 2026; target 2030",
      "licensing_rung": "3 (CP 2024)",
      "grade": "A",
      "bridging_power": "n/a",
      "status": "Under construction; $643M financing reported Oct 2026 (D: Bloomberg via Neutron Bytes)",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Neutron Bytes",
          "url": "https://neutronbytes.com/2026/10/16/kairos-lands-643m-for-hermes-2-reactor-in-tennessee/"
        }
      ]
    },
    {
      "id": "long-mott-generating-station",
      "deal": "Long Mott Generating Station",
      "parties": "Dow ↔ X-energy (DOE ARDP)",
      "buyer_bucket": "None (industrial)",
      "category": "Advanced/Gen IV",
      "deployment_model": "Behind-the-meter industrial",
      "tier": 3,
      "tier_name": "Binding offtake, new reactor",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "4 × Xe-100 ≈ 320 MWe (+ process heat)",
      "mw_counted": 320,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k=1",
      "dates": "NRC final SE targeted Nov 2026",
      "licensing_rung": "2 (docketed; ACRS supported issuance Oct 16, 2026)",
      "grade": "A",
      "bridging_power": "n/a",
      "status": "CP decision pending (X-energy guides Q1 2027)",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "NRC Long Mott",
          "url": "https://www.nrc.gov/reactors/new-reactors/advanced/who-were-working-with/applicant-projects/long-mott"
        }
      ]
    },
    {
      "id": "darlington-bwrx-300-unit-1",
      "deal": "Darlington BWRX-300 Unit 1",
      "parties": "OPG (Ontario crown utility) / GE Vernova Hitachi",
      "buyer_bucket": "Public power",
      "category": "SMR (LWR)",
      "deployment_model": "Utility grid unit",
      "tier": 3,
      "tier_name": "Binding offtake, new reactor",
      "tier_note": "rate-regulated self-build",
      "binding": true,
      "mw_claimed": "~300 MWe (Unit 1 of 4)",
      "mw_counted": 300,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k=1",
      "dates": "Approved May 8, 2025; complete end-2029; grid 2030",
      "licensing_rung": "3 (licence to construct)",
      "grade": "B",
      "bridging_power": "n/a",
      "status": "Under construction; C$7.7B Unit 1 + shared; C$20.9B for four units",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Ontario",
          "url": "https://news.ontario.ca/en/release/1005889/ontario-leads-the-g7-by-building-first-small-modular-reactor"
        },
        {
          "label": "OPG",
          "url": "https://www.opg.com/projects-services/projects/nuclear/smr/darlington-smr/"
        }
      ]
    },
    {
      "id": "orion-fusion-ppa-comparator",
      "deal": "Orion fusion PPA (comparator)",
      "parties": "Helion ↔ Microsoft",
      "buyer_bucket": "Microsoft",
      "category": "Fusion (comparator)",
      "deployment_model": "Utility grid unit",
      "tier": 3,
      "tier_name": "Binding offtake, new reactor",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "50 MW (target)",
      "mw_counted": 0,
      "counted_in_totals": false,
      "supply_class": "fusion_comparator",
      "k_band": null,
      "dates": "PPA May 2023; 2028 electricity promise withdrawn, now ≥2029–30",
      "licensing_rung": "n/a",
      "grade": "D",
      "bridging_power": "n/a",
      "status": "Under construction, Malaga WA; excluded from the fission chart",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Axios",
          "url": "https://www.axios.com/local/seattle/2026/09/28/helion-energy-orion-fusion-microsoft-commercial-power-altman"
        }
      ]
    },
    {
      "id": "arc-offtake-comparator",
      "deal": "ARC offtake (comparator)",
      "parties": "Commonwealth Fusion Systems ↔ Google",
      "buyer_bucket": "Google",
      "category": "Fusion (comparator)",
      "deployment_model": "Utility grid unit",
      "tier": 3,
      "tier_name": "Binding offtake, new reactor",
      "tier_note": null,
      "binding": true,
      "mw_claimed": "200 MW (claimed)",
      "mw_counted": 0,
      "counted_in_totals": false,
      "supply_class": "fusion_comparator",
      "k_band": null,
      "dates": "Jun 2025; early 2030s",
      "licensing_rung": "n/a",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Agreement; excluded from the fission chart",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "NNN",
          "url": "https://www.nuclearnewsnetwork.com/news/nuclear-power-data-centers-explained"
        }
      ]
    },
    {
      "id": "cascade-advanced-energy-facility",
      "deal": "Cascade Advanced Energy Facility",
      "parties": "Energy Northwest ↔ X-energy ↔ Amazon (led $700M Series C-1)",
      "buyer_bucket": "Amazon",
      "category": "Advanced/Gen IV",
      "deployment_model": "Utility grid unit (public power owner)",
      "tier": 4,
      "tier_name": "Offtaker equity",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "320 MWe Phase 1 (4 × Xe-100); option to 960",
      "mw_counted": 320,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Oct 2024; CP filing targeted 1H 2027",
      "licensing_rung": "1 (pre-application)",
      "grade": "A",
      "bridging_power": "n/a",
      "status": "Pre-application at NRC; X-energy now listed (XE)",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "NRC pre-app",
          "url": "https://www.nrc.gov/facilities-safety/new-reactors/advanced-reactors/who-were-working-with/pre-application-activities/energy-northwest-new-nuclear-llc"
        },
        {
          "label": "Amazon",
          "url": "https://www.aboutamazon.com/news/sustainability/amazon-nuclear-energy-indiana-x-energy-aep"
        }
      ]
    },
    {
      "id": "natrium-fleet-2-funded-6-rights",
      "deal": "Natrium fleet (2 funded + 6 rights)",
      "parties": "TerraPower ↔ Meta",
      "buyer_bucket": "Meta",
      "category": "Advanced/Gen IV",
      "deployment_model": "Utility grid unit (sites TBD)",
      "tier": 5,
      "tier_name": "Development/site with milestones",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "690 MWe funded; up to 2.8 GW with rights",
      "mw_counted": 2800,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Jan 9, 2026; first as early as 2032; rest by 2035",
      "licensing_rung": "1 (no site docketed)",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "No Meta site announced; terms undisclosed",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "TerraPower",
          "url": "https://www.terrapower.com/terrapower-announces-deal-with-meta"
        }
      ]
    },
    {
      "id": "pike-county-oh-aurora-campus",
      "deal": "Pike County OH Aurora campus",
      "parties": "Oklo ↔ Meta (prepayment)",
      "buyer_bucket": "Meta",
      "category": "Advanced/Gen IV",
      "deployment_model": "Utility grid unit (former Portsmouth GDP site)",
      "tier": 5,
      "tier_name": "Development/site with milestones",
      "tier_note": "prepayment amount not disclosed in 10-K",
      "binding": false,
      "mw_claimed": "Up to 1.2 GW",
      "mw_counted": 1200,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Jan 5, 2026; first phase 2030; full 2034",
      "licensing_rung": "1 (Aurora COLA denied Jan 2022; pre-app)",
      "grade": "A",
      "bridging_power": "Unverified",
      "status": "Centrus HALEU LOI, deliveries ~2029",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Oklo 10-K",
          "url": "https://www.sec.gov/Archives/edgar/data/1849056/000162828026018698/oklo-20251231.htm"
        }
      ]
    },
    {
      "id": "kemmerer-unit-1-natrium",
      "deal": "Kemmerer Unit 1 (Natrium)",
      "parties": "TerraPower (DOE ARDP); offtaker not verified",
      "buyer_bucket": "None (utility)",
      "category": "Advanced/Gen IV",
      "deployment_model": "Utility grid unit",
      "tier": 5,
      "tier_name": "Development/site with milestones",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "345 MWe (500 MWe peak with storage)",
      "mw_counted": 345,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "CP Mar 9, 2026; construction Apr 23, 2026; completion 2030",
      "licensing_rung": "3 (CPAR-1)",
      "grade": "A",
      "bridging_power": "n/a",
      "status": "Under construction (Bechtel)",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "FR 2026-05067",
          "url": "https://www.federalregister.gov/documents/2026/03/16/2026-05067"
        }
      ]
    },
    {
      "id": "clinch-river-bwrx-300",
      "deal": "Clinch River BWRX-300",
      "parties": "TVA (self-build)",
      "buyer_bucket": "Public power",
      "category": "SMR (LWR)",
      "deployment_model": "Utility grid unit",
      "tier": 5,
      "tier_name": "Development/site with milestones",
      "tier_note": "no final TVA commitment announced",
      "binding": false,
      "mw_claimed": "~300 MWe",
      "mw_counted": 300,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "CP Sep 28, 2026; COD target Dec 2033",
      "licensing_rung": "3 (CPAR-2)",
      "grade": "A",
      "bridging_power": "n/a",
      "status": "CP issued; ~$5.4B first-unit estimate (Knox News 2024, D)",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "FR 2026-20345",
          "url": "https://www.federalregister.gov/documents/2026/10/05/2026-20345"
        },
        {
          "label": "TVA",
          "url": "https://tva.com/energy/our-power-system/nuclear/clinch-river-small-modular-reactor"
        }
      ]
    },
    {
      "id": "palisades-pioneer-1-2-smr-300",
      "deal": "Palisades Pioneer 1–2 (SMR-300)",
      "parties": "Holtec + Hyundai E&C",
      "buyer_bucket": "None (merchant)",
      "category": "SMR (LWR)",
      "deployment_model": "Utility grid unit",
      "tier": 5,
      "tier_name": "Development/site with milestones",
      "tier_note": "no offtaker identified",
      "binding": false,
      "mw_claimed": "~600 MWe (2 units)",
      "mw_counted": 600,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "LWA Part 1 filed Dec 31, 2025; early 2030s",
      "licensing_rung": "2 (dockets 50-616/617)",
      "grade": "A",
      "bridging_power": "n/a",
      "status": "LWA under review",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "FR 2026-03943",
          "url": "https://www.federalregister.gov/documents/2026/02/27/2026-03943"
        }
      ]
    },
    {
      "id": "v-c-summer-2-3-completion",
      "deal": "V.C. Summer 2–3 completion",
      "parties": "Santee Cooper ↔ Brookfield",
      "buyer_bucket": "Public power",
      "category": "Large LWR",
      "deployment_model": "Utility grid unit",
      "tier": 5,
      "tier_name": "Development/site with milestones",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "2 × AP1000 ≈ 2.2 GWe",
      "mw_counted": 2200,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Brookfield selected Oct 2025; FID by end-2028; first unit ~2032",
      "licensing_rung": "1 (COLs terminated 2019)",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Evaluation; candidate under the $80B Westinghouse framework",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Reuters",
          "url": "https://www.reuters.com/business/energy/us-bets-heavy-westinghouse-fleet-cost-hurdles-loom--reeii-2026-09-16/"
        }
      ]
    },
    {
      "id": "army-janus-5-bases",
      "deal": "Army Janus (5 bases)",
      "parties": "Army ↔ Antares, BWXT, General Atomics, Radiant, Westinghouse",
      "buyer_bucket": "Federal/DoD",
      "category": "Microreactor",
      "deployment_model": "Federal/military",
      "tier": 5,
      "tier_name": "Development/site with milestones",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "Microreactors (MW per unit not stated)",
      "mw_counted": 0,
      "counted_in_totals": false,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Aug 2026; first operational target Sep 30, 2028",
      "licensing_rung": "Army authorization (tracked separately)",
      "grade": "A",
      "bridging_power": "n/a",
      "status": "Up to $2.2B milestone funding FY27–31",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "army.mil",
          "url": "https://www.army.mil/article/294891/army_reaches_agreement_with_private_industry_for_nuclear_micro_reactors"
        }
      ]
    },
    {
      "id": "switch-master-power-agreement",
      "deal": "Switch master power agreement",
      "parties": "Oklo ↔ Switch",
      "buyer_bucket": "Other DC developer",
      "category": "Advanced/Gen IV",
      "deployment_model": "Co-located data center (sites TBD)",
      "tier": 6,
      "tier_name": "Framework / MOU / GW target",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "12 GW through 2044",
      "mw_counted": 12000,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Dec 18, 2024",
      "licensing_rung": "1",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Non-binding; no binding PPAs",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Reuters",
          "url": "https://www.reuters.com/business/energy/sam-altman-backed-oklo-signs-power-agreement-with-data-center-operator-2024-12-18/"
        }
      ]
    },
    {
      "id": "tva-entra1-nuscale-program",
      "deal": "TVA–ENTRA1 NuScale program",
      "parties": "ENTRA1 ↔ TVA (NuScale technology)",
      "buyer_bucket": "Public power",
      "category": "SMR (LWR)",
      "deployment_model": "Utility grid unit",
      "tier": 6,
      "tier_name": "Framework / MOU / GW target",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "Up to 6 GW",
      "mw_counted": 6000,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Sep 2025",
      "licensing_rung": "1 (no site)",
      "grade": "D",
      "bridging_power": "n/a",
      "status": "Framework; definitive PPA still in negotiation",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Motley Fool",
          "url": "https://www.fool.com/investing/2026/08/28/nuscale-wouldn-t-own-a-reactor-in-the-deal-driving-its-stock/"
        }
      ]
    },
    {
      "id": "x-energy-5-gw-partnership-remainder",
      "deal": "X-energy 5 GW partnership (remainder)",
      "parties": "Amazon ↔ X-energy ↔ KHNP ↔ Doosan",
      "buyer_bucket": "Amazon",
      "category": "Advanced/Gen IV",
      "deployment_model": "Utility grid unit",
      "tier": 6,
      "tier_name": "Framework / MOU / GW target",
      "tier_note": "chart excludes Cascade (960) and Indiana (960)",
      "binding": false,
      "mw_claimed": ">5 GW by 2039 (≈3.1 GW not yet assigned)",
      "mw_counted": 3080,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Aug 2025",
      "licensing_rung": "—",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Two named projects so far",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Amazon",
          "url": "https://www.aboutamazon.com/news/sustainability/amazon-nuclear-energy-indiana-x-energy-aep"
        }
      ]
    },
    {
      "id": "indiana-xe-100-plant-breed-site",
      "deal": "Indiana Xe-100 plant (Breed site)",
      "parties": "Amazon ↔ X-energy ↔ AEP / I&M",
      "buyer_bucket": "Amazon",
      "category": "Advanced/Gen IV",
      "deployment_model": "Utility grid unit",
      "tier": 6,
      "tier_name": "Framework / MOU / GW target",
      "tier_note": "text says 'explore', but Amazon funds development",
      "binding": false,
      "mw_claimed": "12 × Xe-100 = 960 MWe",
      "mw_counted": 960,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "2026 (exact date not captured; verify)",
      "licensing_rung": "—",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Agreement to explore; Amazon would be first offtaker",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Amazon",
          "url": "https://www.aboutamazon.com/news/sustainability/amazon-nuclear-energy-indiana-x-energy-aep"
        }
      ]
    },
    {
      "id": "port-of-victoria-blue-energy",
      "deal": "Port of Victoria (Blue Energy)",
      "parties": "Blue Energy ↔ Crusoe",
      "buyer_bucket": "Other DC developer",
      "category": "SMR (LWR)",
      "deployment_model": "Co-located data center",
      "tier": 6,
      "tier_name": "Framework / MOU / GW target",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "Up to 1.5 GW (5 × BWRX-300); Unit 1 is a single BWRX-300",
      "mw_counted": 1500,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Partnership Nov 2025; CP Part 1 (LWA) filed Sep 15, 2026",
      "licensing_rung": "2 (docket 99902137; ML26265A371)",
      "grade": "A",
      "bridging_power": "Gas from 2028; nuclear by 2031",
      "status": "LWA application in review; full CP within 18 months",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "FR 2026-20678",
          "url": "https://www.federalregister.gov/documents/2026/10/08/2026-20678"
        }
      ]
    },
    {
      "id": "elementl-three-site-program",
      "deal": "Elementl three-site program",
      "parties": "Elementl Power ↔ Google",
      "buyer_bucket": "Google",
      "category": "Advanced/Gen IV",
      "deployment_model": "Utility grid unit (tech TBD)",
      "tier": 6,
      "tier_name": "Framework / MOU / GW target",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "≥600 MW × 3 = ≥1.8 GW",
      "mw_counted": 1800,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "May 7, 2025",
      "licensing_rung": "—",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "No sites, vendor or EPC public",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Elementl",
          "url": "https://www.elementlpower.io/newsroom/050725/google"
        }
      ]
    },
    {
      "id": "kairos-master-agreement-remainder",
      "deal": "Kairos master agreement (remainder)",
      "parties": "Kairos ↔ Google",
      "buyer_bucket": "Google",
      "category": "Advanced/Gen IV",
      "deployment_model": "Utility grid unit",
      "tier": 6,
      "tier_name": "Framework / MOU / GW target",
      "tier_note": "chart excludes Hermes 2",
      "binding": false,
      "mw_claimed": "500 MW by 2035 (450 MW unsited)",
      "mw_counted": 450,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Oct 2024",
      "licensing_rung": "—",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Only Hermes 2 sited",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Kairos",
          "url": "https://www.kairospower.com/updates/google-kairos-power-tva-collaborate-to-meet-americas-growing-energy-needs"
        }
      ]
    },
    {
      "id": "endeavour-edged-co-development",
      "deal": "Endeavour / Edged co-development",
      "parties": "Deep Fission ↔ Endeavour",
      "buyer_bucket": "Other DC developer",
      "category": "SMR (LWR)",
      "deployment_model": "Co-located data center",
      "tier": 6,
      "tier_name": "Framework / MOU / GW target",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "2 GW",
      "mw_counted": 2000,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Jan 2025; 2029 target",
      "licensing_rung": "—",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Early development",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "NNN",
          "url": "https://www.nuclearnewsnetwork.com/news/nuclear-power-data-centers-explained"
        }
      ]
    },
    {
      "id": "crusoe-aalo-partnership",
      "deal": "Crusoe–Aalo partnership",
      "parties": "Aalo Atomics ↔ Crusoe",
      "buyer_bucket": "Other DC developer",
      "category": "Microreactor",
      "deployment_model": "Co-located data center",
      "tier": 6,
      "tier_name": "Framework / MOU / GW target",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "50 MWe plants (count not stated)",
      "mw_counted": 50,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Jul 2026; pilot 2027",
      "licensing_rung": "DOE (Aalo-X critical Jul 4, 2026)",
      "grade": "C",
      "bridging_power": "Unverified",
      "status": "Partnership",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "NNN",
          "url": "https://www.nuclearnewsnetwork.com/news/nuclear-power-data-centers-explained"
        }
      ]
    },
    {
      "id": "project-matador-ap1000-x4",
      "deal": "Project Matador AP1000 ×4",
      "parties": "Fermi America (Westinghouse tech; no nuclear offtaker)",
      "buyer_bucket": "None (developer)",
      "category": "Large LWR",
      "deployment_model": "Co-located data center",
      "tier": 7,
      "tier_name": "RFP / LOI / exploring",
      "tier_note": "borderline 8: COL docketed, but no binding nuclear offtake; AP1000 EPC contract unverified",
      "binding": false,
      "mw_claimed": "4 × AP1000 ≈ 4.4 GWe (claimed)",
      "mw_counted": 4400,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Draft EIS Sep 30, 2026; comments due Nov 23; COL Part 3 targeted Dec 31, 2026",
      "licensing_rung": "2 (docketed; NRC-2026-0100; ML26261A417)",
      "grade": "A",
      "bridging_power": "Gas: 2 × SGT6-5000F + 3 × GE 6B on site; TCEQ 407047 pending",
      "status": "Only tenant (TensorWave 222 MW) is gas/grid; must close by Oct 31.",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "FR 2026-20742",
          "url": "https://www.federalregister.gov/documents/2026/10/09/2026-20742/fermi-america-llc-dba-fermi-america-project-matador-advanced-energy-and-intelligence-campus-ap1000"
        },
        {
          "label": "NRC COL",
          "url": "https://www.nrc.gov/facilities-safety/new-reactors/large-light-water-reactors/combined-license-applications-for-new-reactors/fermi-america-president-donald-j-trump-advanced-energy-and-intelligence-campus-units-1-4"
        }
      ]
    },
    {
      "id": "standard-power-smr-plan",
      "deal": "Standard Power SMR plan",
      "parties": "Standard Power ↔ NuScale / ENTRA1",
      "buyer_bucket": "Other DC developer",
      "category": "SMR (LWR)",
      "deployment_model": "Co-located data center",
      "tier": 7,
      "tier_name": "RFP / LOI / exploring",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "24 × 77 MWe = 1,848 MWe",
      "mw_counted": 1848,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Oct 2023",
      "licensing_rung": "—",
      "grade": "C",
      "bridging_power": "Unverified",
      "status": "Technology selection; no visible progress",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "NNN",
          "url": "https://www.nuclearnewsnetwork.com/news/nuclear-power-data-centers-explained"
        }
      ]
    },
    {
      "id": "equinix-pre-agreements",
      "deal": "Equinix pre-agreements",
      "parties": "Equinix ↔ Oklo, ULC-Energy/Rolls-Royce, Stellaria, Radiant",
      "buyer_bucket": "Other DC developer",
      "category": "Advanced/Gen IV",
      "deployment_model": "Co-located data center",
      "tier": 7,
      "tier_name": "RFP / LOI / exploring",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "500 Oklo + 250 ULC + 500 Stellaria (+20 Radiant units)",
      "mw_counted": 1250,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "2024–Aug 2025",
      "licensing_rung": "—",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Pre-agreements/LOIs; no binding PPA found",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "Equinix",
          "url": "https://newsroom.equinix.com/2025-08-14-Equinix-Collaborates-with-Leading-Alternative-Energy-Providers-to-Power-AI-Ready-Data-Center-Growth"
        }
      ]
    },
    {
      "id": "nypa-upstate-advanced-nuclear",
      "deal": "NYPA upstate advanced nuclear",
      "parties": "NYPA (RFQ; 8 communities, 23 developers responded)",
      "buyer_bucket": "Public power",
      "category": "Large LWR",
      "deployment_model": "Utility grid unit (tech TBD)",
      "tier": 7,
      "tier_name": "RFP / LOI / exploring",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "≥1 GW",
      "mw_counted": 1000,
      "counted_in_totals": true,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "RFQ Jun 2026; selection expected by year-end",
      "licensing_rung": "—",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "No site, technology or partner selected",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "NYPA",
          "url": "https://nypa.gov/News/Press-Releases/2026/20260623-nuclear"
        }
      ]
    },
    {
      "id": "north-anna-smr-study",
      "deal": "North Anna SMR study",
      "parties": "Dominion ↔ Amazon",
      "buyer_bucket": "Amazon",
      "category": "SMR (LWR)",
      "deployment_model": "Utility grid unit",
      "tier": 7,
      "tier_name": "RFP / LOI / exploring",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "Not stated",
      "mw_counted": 0,
      "counted_in_totals": false,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "MOU Oct 2024",
      "licensing_rung": "—",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Feasibility",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "NNN",
          "url": "https://www.nuclearnewsnetwork.com/news/nuclear-power-data-centers-explained"
        }
      ]
    },
    {
      "id": "sabey-terrapower-mou",
      "deal": "Sabey–TerraPower MOU",
      "parties": "TerraPower ↔ Sabey Data Centers",
      "buyer_bucket": "Other DC developer",
      "category": "Advanced/Gen IV",
      "deployment_model": "Co-located data center",
      "tier": 7,
      "tier_name": "RFP / LOI / exploring",
      "tier_note": null,
      "binding": false,
      "mw_claimed": "Not stated",
      "mw_counted": 0,
      "counted_in_totals": false,
      "supply_class": "new_reactor",
      "k_band": "k<1",
      "dates": "Jan 2025",
      "licensing_rung": "—",
      "grade": "C",
      "bridging_power": "n/a",
      "status": "Exploratory",
      "as_of": "2026-10-23",
      "sources": [
        {
          "label": "NNN",
          "url": "https://www.nuclearnewsnetwork.com/news/nuclear-power-data-centers-explained"
        }
      ]
    }
  ]
}