Equipment list · who is building, licensing, buying and fueling
18 thin cards: what each company builds or buys, where it sits on the NRC licensing ladder (rungs 1–5, or a non-NRC track), and one line on where things stand. Deal tiers come from the deal list; the ladder is explained in the Method.
Fast reactor vendor
Kemmerer Unit 1 holds the first commercial non-LWR construction permit (Mar 9, 2026); no operating-license application yet. First-core HALEU depends on an ASP Isotopes plant in South Africa targeted for 2027.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Gas/TRISO vendor
Long Mott four-unit construction-permit application docketed May 12, 2025; mandatory hearing Sep 22, 2026, final safety evaluation targeted Nov 2026, decision pending. Its TRISO-X fuel plant is licensed but not operating.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Salt reactor vendor
Hermes and Hermes 2 hold non-power construction permits; a Hermes completion extension to Apr 30, 2029 has been requested. Hermes 2 output goes to TVA, with Google taking the attributes.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Fast reactor vendor
No NRC application on file: the 2020 combined-license application was denied without prejudice Jan 6, 2022. Aurora-INL is on the DOE pilot track instead (PDSA approved Jun 11, 2026).
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
LWR SMR vendor
US460 standard design approval issued May 29, 2025. No customer has a construction permit or combined license for a NuScale plant.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
LWR SMR vendor
Clinch River Unit 1 construction permit issued Sep 28, 2026 (TVA). Darlington Unit 1 in Ontario is under construction under a CNSC licence.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
LWR SMR vendor
Palisades restart: fuel load began Aug 30, 2026, with no new grid date. Pioneer 1–2 (SMR-300): limited-work-authorization part docketed Feb 2026, Part 2 due by mid-2027.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Owner/utility
Clinch River BWRX-300 construction permit issued Sep 28, 2026 on its early site permit; commercial operation now Dec 2033. Buys Hermes 2 output.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Owner/utility
Darlington BWRX-300 Unit 1 under a CNSC licence to construct; basemat placed Apr 2026, grid connection targeted for end-2030.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Owner/utility
Crane (TMI-1) restart for Microsoft: NRC environmental assessment and FONSI published Sep 2026; restart approvals pending, target 2H 2027.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Owner/utility
20-year PPAs with Meta for Perry and Davis-Besse output plus uprates including Beaver Valley (8-K). Also sells Comanche Peak output to Amazon.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Hyperscaler/AI
Buys from operating reactors and holds X-energy equity. Its new-build ties are not binding offtake yet.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Hyperscaler/AI
Buys from operating, restarted and uprated reactors, and holds a Kairos master agreement whose only binding piece so far is Hermes 2.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Hyperscaler/AI
Anchor buyer for the Crane (TMI-1) restart. Its Helion fusion PPA is tracked only as a comparator.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Hyperscaler/AI
Binding PPAs with Vistra (8-K) and Constellation (Clinton). Its TerraPower and Oklo arrangements are non-binding.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Fuel cycle
More than 1,900 kg of HALEU (as UF6) delivered under the DOE demonstration at Piketon, OH; new capacity targeted for 2029.
As of Oct 23, 2026Full dossier in Control Room soon
Fuel cycle
NRC fuel-fabrication license SNM-7007 issued Feb 13, 2026; TX-1 vertical construction complete Sep 24, 2026. Not operating.
As of Oct 23, 2026Full dossier in Control Room soon
Data center developer
Matador 4×AP1000 combined-license application docketed in parts; the site-specific Part 3 was withdrawn, with resubmission targeted by Dec 31, 2026. Draft EIS issued Oct 9, 2026.
In the deal book
As of Oct 23, 2026Full dossier in Control Room soon
Full dossiers in the Control Room Control Room · coming soon: ownership and funding, sites, fuel chain, people and the full docket trail for each entity.
Public fields: data/entities.json.