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- šGoogle Invests in 3 Nuclear Power Plants
šGoogle Invests in 3 Nuclear Power Plants
PLUS: Draft Executive Order: Quadruple U.S. Nuclear by 2050š„

Welcome to Nuclear Update!
If this weekās newsletter doesnāt get you glowing with excitement, Iām sorry but you might need to check your reactor core.
Hereās what Iāve got for you this week:
šGoogle Invests in 3 Nuclear Power Plants
š„Draft Executive Order: Quadruple U.S. Nuclear by 2050
š„Western Worldās First SMR Breaks Ground in Canada
šNuclear-powered Bling
āļø Quick question before we dive inā¦
I keep getting the question: āHow do I actually play all this bullish nuclear news?ā
SoāIām thinking about launching a Pro version of Nuclear Update.
Hereās what it would include:
š A Stock portfolio with % allocations, updated weekly.
š Deep-dive company breakdowns and performance tracking.
šØ Insider transaction alerts + early trend spotting.
š§ Uranium Price, Market signals & āWhere are we in the cycle?ā charts.
It would be one extra email each week, but itād have to be paid so I can bring in a pro-level analyst to help break things down.
Would you be interested? |
Now, letās dive into the good stuff!š„

šGoogle Invests in 3 Nuclear Power Plants
Google just signed a deal with nuclear startup Elementl Power to fund the early-stage development of three advanced reactor projects, each expected to generate at least 600 MW. Thatās 1.8 GW of clean, 24/7 baseloadāenough to power the ever-expanding AI infrastructure Googleās building.
The exact reactor tech hasnāt been chosen yet (Elementl is ātechnology agnosticā), but Googleās money will go toward the tough early work: site permitting, interconnection rights, contracts, etc. And once the projects are ready to build, Elementl plans to raise infrastructure capital to get them over the line.
Googleās no stranger to nuclearāthey teamed up with Kairos Power last year to build 500MW of Kairos Small Modular Reactor KP-FHR (Kairos Power Fluoride Salt-Cooled High Temperature Reactor). But this new deal is bigger, bolder, and speaks to a broader trend: tech giants realizing that you canāt run ChatGPT on vibes and sunshine alone.
Elementl wants to bring 10 GW of nuclear online by 2035. Lofty? Sure. But with AI workloads projected to require the equivalent of 50 new nuclear plants by 2027, this is the kind of ambition we need.
āGoogle is committed to catalyzing projects that strengthen the power grids where we operate, and advanced nuclear technology provides reliable, baseload, 24/7 energyā said Amanda Peterson Corio, Googleās head of data center energy.
Translation: we need serious power, and solar panels on the roof aināt cutting it.

āļøFor the Nu-clearly Curious
šCANDU reactor sets operating records
Unit 1 of the Qinshan Power Plant near Shanghai was taken offline after 738 days of continuous operation. It has set a new record for the longest uninterrupted operation of a power reactor in China as well as a world record for an operating run for a CANDU-6 reactor (Pressurized Heavy Water Reactor). CANDUs are designed to be refueled without being shut down.
š§ Argentina hopes to attract Big Tech with nuclear-powered AI data centers
Argentine President Javier Milei has an ambitious plan to transform Argentina into a global hub for nuclear energy. Nuclear energy, in turn, is the key to his goal of making the country a center for artificial intelligence, powered by investments that he hopes to draw from big tech firms.
šThe EU has directed its supply agency to look elsewhere for its uranium, other than Russia
The European Commission has published a roadmap for the European Union to end its dependency on Russian energy by stopping the import of Russian gas and oil and phasing out Russian nuclear energy. Specifically: restrict new supply contracts co-signed by the Euratom Supply Agency for uranium, enriched uranium and other nuclear materials deriving from Russia.
š¬Laser uranium enrichment is one step closer to reality
A company called Global Laser Enrichment just started testing a new laser-based method to enrich uranium at a facility in North Carolina. If it works, it could lead to a new U.S. supply of nuclear fuelāmade locally and without relying on countries like Russia.

š„Draft Executive Order: Quadruple U.S. Nuclear by 2050
Several sources are reporting the Trump administration is drafting a series of executive orders to kickstart a massive U.S. nuclear expansion, including a goal to quadruple nuclear capacity to 400 GW by 2050. Thatās a fourfold jump from todayās levels.
Some of the proposals on the table include:
A full overhaul of the Nuclear Regulatory Commission to speed up approvals
18-month deadlines for new reactor licensing
Redefining radiation safety standards
Military-funded reactors and possibly powering AI data centers as "defense critical infrastructure"
The drafts cite China and Russia's dominance in global reactor builds and warning that the U.S. has fallen dangerously behind.
One draft order reportedly states: āSwift and decisive action is required to jump-start Americaās nuclear renaissance.ā
Whether these orders get signedāor survive court challengesāis still up in the air. But the tone is clear: the next phase of Americaās nuclear era might be less bureaucratic⦠and more bulldozer.
And if youāre betting on uranium, hereās an alternative headline for you: āU.S. to quadruple annual uranium demandāfrom 50 million lbs to 200 million lbs per year.ā
š„Watch this 30 second clip of CNBC discussing the draft order here:

š„Western Worldās First SMR Breaks Ground in Canada
The first grid-scale Small Modular Reactor in the Western world is officially under construction in Ontario, Canada, at a familiar site: the existing Darlington Nuclear Station.
Last week, the province gave final approval to GE Hitachiās BWRX-300, a next-gen 300 MW reactor that will generate enough 24/7 carbon-free power to serve ~300,000 homes.
Once online in 2030, itās expected to be the first operational SMR in a G7 country, and the worldās first commercially available SMR.
The BWRX-300 is a Boiling Water Reactorāa modernized, downsized version of GEās legacy BWR designs, built for simplicity, modularity, and passive safety.
The long game is even bigger: four SMRs are planned for the site by 2035, with a total price tag of ~$15 billion USD and an estimated 18,000 jobs tied to the full buildout.
Ontarioās Energy Minister called the project critical to āeconomic sovereignty.ā GEH called it a āmilestone.ā
And for the broader SMR industry, itās a badly needed proof-of-concept as countries like the U.S. struggle to get their own first-of-a-kind projects off the ground.
Now we watch to see if Ontarioās success becomes the playbook for the rest of the Western world.

šWant to actually see radiation in action?
Youāve got to see this: uranium ore inside a cloud chamber.
You can literally watch radiation in actionāparticles streaking through the air as they ionize vapor trails.
Seriously cool stuff:

šNuclear-Powered Bling
Welcome back to Atomic Alternativesāwhere we uncover the surprising ways nuclear tech is quietly making the world cooler, cleaner, and in this case... shinier.
This weekās glittering gem? ⨠Nuclear-irradiated gemstones.
Yepāsome of that jaw-dropping sparkle you see in topaz and diamonds isnāt just natureās workāitās science. Hereās how it goes down:
š The Process
The gemstones are placed in particle accelerators or exposed to neutron or gamma radiation (usually from a nuclear reactor or cobalt-60 source). This bombardment alters the crystal structure or excites electronsāchanging how light interacts with the stone.
š„ The Result
Deeper colors, more saturation, and in some casesāentirely new hues.
Dull topaz ā Radiant electric blue
Off-color diamonds ā Black, green, or intense yellow
Beryl, quartz, zircon ā Enhanced vibrancy
After irradiation, the stones are stored until any induced radioactivity decays to safe levels. Their initial distribution is regulated by the U.S. Nuclear Regulatory Commission to make sure theyāre safe before they hit the jewelry counter.
By the time you see them, theyāre as harmless as they are dazzling.
So yesānuclear tech is literally making people shine.

šMeme of The Week

šŖReview of the Week

What did you think of this week's email? |
Stay charged, stay critical (like a reactor), and keep glowing.š
ā Fredrik
š¬[email protected]
š nuclearupdate.com
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
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