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NUCLEAR INTELLIGENCE WEEKLY

Insights and analysis on the global nuclear industry

Top Stories

Top Story 1

NUCLEAR INTELLIGENCE WEEKLY

Vattenfall's Desiree Comstedt on New Nuclear Plans

Vattenfall's Desiree Comstedt lays out the Swedish utility's plans for SMRs at its Varo Peninsula site, and the potential for further domestic newbuild projects.
Thu, Sep 18, 2025
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Top Story 2

NUCLEAR INTELLIGENCE WEEKLY

Uranium Enrichers Await Key US DOE Funding Decisions

The US government’s award decisions in ongoing Haleu and LEU procurements will likely dictate which companies build out new Western enrichment capacity.
Fri, Sep 12, 2025

Top Story 3

NUCLEAR INTELLIGENCE WEEKLY

GLE CEO Stephen Long on Preparing for Laser Uranium Enrichment

GLE CEO Stephen Long and GLE head of government relations Nima Ashkeboussi talk about the company's prospects and flexibility to respond to changing market conditions.
Wed, Sep 10, 2025

Top Story 4

NUCLEAR INTELLIGENCE WEEKLY

Nuclear Fuel Market: U3O8 Spot Prices Dip After Short-Lived Bump

U3O8 price increase loses momentum, Bannerman signs first offtake contracts for Etango, Aalo Atomics locks in LEU contract with Urenco.
Fri, Sep 12, 2025

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Latest

NUCLEAR INTELLIGENCE WEEKLY

Pretoria Eyes Return to High-Temperature Reactors in 10 GW New Nuclear Goal

The South African government is eyeing a prospective build-out of 10 GW of new nuclear capacity, including a resumption of work on high-temperature reactors.
Fri, Sep 12, 2025
NUCLEAR INTELLIGENCE WEEKLY

World Nuclear Association Projects Uranium Supply Gap in Controversial Forecast

Perhaps the most high-profile forecast of nuclear newbuilds, and the follow-on supply and demand for nuclear fuel, made big changes this year.
Fri, Sep 5, 2025
NUCLEAR INTELLIGENCE WEEKLY

UEC Pitches US Uranium Conversion Plant

UEC's announced 10,000 ton uranium conversion facility in the US enters a market crowded with potential new conversion capacity but short on FIDs.
Fri, Sep 5, 2025
NUCLEAR INTELLIGENCE WEEKLY

Lee Administration Shifts South Korean Nuclear Focus to SMRs

New South Korean President Lee Jae Myung has definitive ambitions to deploy SMRs domestically, but his broader vision for nuclear power is unclear.
Fri, Sep 5, 2025
NUCLEAR INTELLIGENCE WEEKLY

The Open Group Spearheads Oil Major Interest in Nuclear

An initiative from key oil majors and other major industrial firms may open the way toward a whole new sector of nuclear energy demand.
Fri, Sep 5, 2025
NUCLEAR INTELLIGENCE WEEKLY

Switzerland Nears Overturning Its New Nuclear Ban

It's not yet clear whether Switzerland will actually pursue new nuclear capacity.
Fri, Sep 5, 2025
NUCLEAR INTELLIGENCE WEEKLY

Nuclear Fuel Market: Cameco Anticipates 2025 Uranium Production Shortfall

Production shortfalls at the world's largest producing uranium mine, McArthur River, prompted the Cameco announcement.
Fri, Aug 29, 2025

Supplement

NUCLEAR INTELLIGENCE WEEKLY

Vendor Competition Heats Up as Large Reactors Hold Sway

Water-cooled reactor vendors are increasingly facing competition from across the current geopolitical divide, even as vendors of large reactors face down those pushing SMRs.
Fri, Sep 13, 2024
NUCLEAR INTELLIGENCE WEEKLY

Conventional Nuclear Newbuild Projects (Generation III+ or Earlier) Under Construction or Commissioning
Fri, Sep 13, 2024
NUCLEAR INTELLIGENCE WEEKLY

Potential and Existing Conventional Nuclear Newbuild Projects (Generation III+ or Earlier) Currently Planned
Fri, Sep 13, 2024
NUCLEAR INTELLIGENCE WEEKLY

Glossary for 2024 Nuclear Newbuild Supplement
Fri, Sep 13, 2024
NUCLEAR INTELLIGENCE WEEKLY

New Nuclear Programs Differ in Scale, Motivation and Political Will

Navigating a geopolitical divide, various nations are planning new nuclear projects, but whether they can match the momentum in China and Russia is uncertain.
Fri, Sep 1, 2023

Data Snapshot

NUCLEAR INTELLIGENCE WEEKLY

Energy Intelligence Uranium Market Update: Sep. 12, 2025

A roundup of uranium prices and other market data.
Fri, Sep 12, 2025
NUCLEAR INTELLIGENCE WEEKLY

Energy Intelligence Uranium Market Update: Sep. 5, 2025

A roundup of uranium prices and other market data.
Fri, Sep 5, 2025

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Editor's Pick

NUCLEAR INTELLIGENCE WEEKLY

Uranium Enrichers Await Key US DOE Funding Decisions

Washington is preparing to make awards to encourage new capacity of enriched fuel for existing and new reactor technologies, with startup General Matter seen as a likely frontrunner. My colleague Grace Symes examines how prospective enrichers are thinking about the future of the enrichment market and the role of the US government in picking winners and losers.

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Phil Chaffee

PHILIP CHAFFEE is the Editor of Nuclear Intelligence Weekly and the Bureau Chief for Energy Intelligence's New York office.

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