- Nuclear Update
- Posts
- đ„łChina Approves 10 New Reactors
đ„łChina Approves 10 New Reactors
PLUS: U.S. Cuts Uranium Permitting from Years to DaysđȘ

Welcome to Nuclear Update! A day without fusion is like a day without the sun. And a week without Nuclear Update? Luckily we donât have to find out.
Hereâs what Iâve got for you this week:
đ„łChina Approves 10 New Reactors
đȘU.S. Cuts Uranium Permitting from Years to Days
đ€ Kanye West Talks Nuclear
đžNuclear Rockets: Faster, Hotter, Better

đ„ł China Approves 10 New Reactors
China just gave the green light to 10 new nuclear reactors, across 5 sitesâmarking the fourth year in a row itâs approved double-digit new builds.
With 30 reactors already under construction (thatâs nearly half of the global total), China is charging ahead to leapfrog the U.S. as the worldâs largest nuclear energy producer by the end of the decade.
This approval isnât a one-offâChinaâs nuclear buildout has been gathering serious momentum: 11 reactors were approved in 2024, 10 in 2023, 10 in 2022, 5 in 2021, 4 in 2020, and 6 in 2019.
The latest batch will cost about $27 billion in total, with most reactors using Chinaâs homegrown Hualong One designâonly two will use the imported AP1000.
Construction is expected to start within the next 12â18 months, and if all goes to plan, these units will be connected to the grid by 2031â2032.
This pace and price tagâabout $2.7 billion per reactorâstands in stark contrast to recent Western projects. For comparison, the UKâs Hinkley Point C is projected to cost a staggering $63.7 billion for just two reactors.
Chinaâs nuclear expansion benefits from low-cost state financing, a maturing supply chain, and construction teams that are getting faster and more experienced with every project.

âïžFor the Nu-clearly Curious
đïžDOE Loan Programs Office poised to lose nearly 60% of staff amid DOGE cuts
Nearly 60% of staff at the U.S. Department of Energyâs nuclear-friendly Loan Programs Office may be lost through President Trumpâs deferred resignation program. 123 of the 210 current LPO employees have opted into the retirement buyout. The office helps finance new nuclear projects among other energy proposals.
đIran rejects demand from US to rely on imported uranium
Iran has insisted it must be allowed to have its own uranium enrichment capacity for its civil nuclear programme, rejecting a US demand that Tehran must rely exclusively on imported nuclear fuel. They are trying to reach an agreement that blocks off Iranâs access to a nuclear bomb in return for relief from economic sanctions.
đŹNRC Approves Fuel Design for NANO Nuclear Energy
The NRCâs positive safety evaluation on fuel qualification methodology (FQM) paves the way for work to continue around NANOâs stationary KRONOS micro modular test reactor planned to built on the University of Illinois Urbana-Champaign campus. The KRONOS is a high-temperature, gas-cooled reactor capable of producing power up to 45 MWth.
đ«Governor rejects fast-track for small nuclear reactors at Arizona data centers
A measure that would have waived certain state regulations to allow data centers and other large industrial energy users to build Small Modular Reactors in Arizona was vetoed last week by Gov. Katie Hobbs. âUnfortunately, this bill puts the cart before the horse by providing broad exemptions for a technology that has yet to be commercially operationalized anywhere in this nation.â Hobbs wrote in her veto letter.

đȘU.S. Cuts Uranium Permitting from Years to Days
The Trump administration just announced a major overhaul of how energy and mining projects on federal lands get approved.
Under new emergency procedures from the Department of the Interior, permitting timesânormally stretching yearsâwill now be slashed to a maximum of just 28 days.
The move follows President Trumpâs declaration of a National Energy Emergency, aiming to fast-track domestic energy production, lower fuel costs, and bolster national security.
The accelerated process applies to oil, gas, coal, uranium, geothermal, critical minerals, and biofuelsâbut notably not to solar or wind projects.
The new measures aim to cut bottlenecks under NEPA, the Endangered Species Act, and the National Historic Preservation Act, allowing uranium mining and processing projects to move forward at record speed.
Interior Secretary Doug Burgum put it bluntly: 'The United States cannot afford to wait.'
For nuclear and uranium sectors, this could mean much faster timelines for mining and development projects, strengthening America's energy independence at record speed.

đ€ Kanye West Talks Nuclear
This week in âcelebs accidentally promoting nuclear,â Kanye West tweeted about Molten Salt Reactorsâcomplete with a photo of a solar plant.
Hey, close enough, right?
Nuclear may not have the best PR teamâbut this week, we had Kanye. We'll call that a win.đ


đź When Nuclear Meets Minecraft
Slovakiaâs SlovenskĂ© elektrĂĄrne just hosted one of the coolest nuclear competitions youâll hear about this year: students across the country were challenged to design small modular reactors (SMRs) inside the world of Minecraft.
The winning buildâan "Ecological Reactor of Innovative Design" (ERIK)âwas chosen for both its creative architecture and realistic interior layout.
100+ teams entered, but two students walked away as champions, showing that the next generation of nuclear engineers might already be leveling up... one block at a time.
See the brilliant winning design here:

đžNuclear Rockets: Faster, Hotter, Better
Welcome back to Atomic Alternativesâwhere we spotlight nuclear tech beyond power generation.
This weekâs out-of-this-world subject? Nuclear Thermal Propulsion (NTP).
đĄ Hereâs the deal:
Traditional rockets burn chemical fuel to generate thrust. It worksâbut for deep space travel, itâs painfully slow and inefficient.
Thatâs where NTP comes in.
How it works: A nuclear reactor heats a propellantâtypically hydrogenâto extreme temperatures, and that superheated gas is blasted out of the rocket nozzle.
Thanks to Newtonâs Third Law ("for every action, thereâs an equal and opposite reaction"), shooting high-speed hydrogen particles out the back pushes the rocket forward.
No chemical combustion. Just pure, nuclear-powered acceleration.
Why it's a game-changer:
đ Cut Travel Time: NTP could slash the time it takes to get to Mars by half compared to chemical rockets.
đȘ More Payload: Nuclear engines are much more fuel-efficient, meaning more room for supplies, experimentsâor, let's be honest, snacks.
đĄïž Safer for Astronauts: Faster trips mean less exposure to cosmic radiation and microgravity health risks.
NASA and DARPA are already deep into projects like DRACO that aim to demo a nuclear thermal rocket in space by the late 2020s.
Bottom line: if you want to get to Mars (and back) without spending a year and a half in a tin can, nuclear thermal propulsion is how you do itđ„đ

đMeme of The Week

đȘReview of the Week

What did you think of this week's email? |
Stay charged, stay critical (like a reactor), and rememberâeven Kanye knows nuclearâs where the real power is. đ
Fredrik
[email protected]
DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research
Reply