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- š¤Indiaās $62 Billion Nuclear Push
š¤Indiaās $62 Billion Nuclear Push
PLUS: Nuclear Nations Keep Their Plants Runningš

Welcome to Nuclear Update! This week youāre going to be hearing good nuclear news at such a high frequency, it hertz. But heyāthatās the kind of buzz that keeps us glowing.
Hereās what Iāve got for you this week:
š¤Indiaās $62 Billion Nuclear Push
šNuclear Nations Keep Their Plants Running
š¦Nuclear Energy, Now in a Box
š”ļøDepleted Uranium = Heavy-Duty Shielding

š¤Indiaās $62 Billion Nuclear Push
Indiaās largest power producer, NTPC, is officially on the hunt for global partners to help build a massive 15 gigawatts of new nuclear capacity.
The company just issued a tender seeking collaborators with Pressurized Water Reactor (PWR) technology and a commitment to lifetime fuel supplyāa notable requirement as concerns over long-term uranium availability grow globally.
This marks the first major move since India began opening up its historically closed nuclear sector.
The country is now amending its strict nuclear liability lawsāpreviously a deal-breaker for foreign firms like GE and Westinghouseāto attract global investment.
And NTPC isnāt thinking small: it plans to build 30 GW of nuclear capacity over the next two decades at a cost of $62 billion, as part of Indiaās push to reach 100 GW of nuclear power by 2047.
From coal king to clean energy powerhouse? Indiaās making a bold playāand NTPC just invited the world to join the ride.

āļøCool Links
šNuclear is now āclean energyā in Colorado after Gov. Polis signs bill
Gov. Jared Polis signed a bill Monday to open the door to a new nuclear energy era in Colorado, disregarding environmental groups asking for a veto. The legislation redefines nuclear as a āclean energy resourceā since it doesnāt release large amounts of climate-warming emissions.
ā ļøZaporizhzhia Nuclear Plant restart timetable suggested, Ukraine rejects plan
Zaporizhzhia Nuclear Power Plant has been under Russian military control since March 2022 and its director has said he expects Russian licenses for operation of all units to be obtained by the end of 2027. Ukraine's Energoatom says any talk of restarting the units is a violation of nuclear and radiation safety standards.
š¼BlackRock CEO Larry Finkāwho runs the worldās largest asset manager, has expressed support for nuclear power. Fink makes the case for nuclear power, an idea gaining steam as demand for electricityāfueled by AIāis surging. He notes China is aggressively building nuclear plants because 'they see decarbonization as a way to own the future of industry'.
š¢ļøKazakhstan is creating a strategic uranium reserve to fuel its future nuclear power plantsāstoring the material in raw form.
As the worldās top uranium producer (40% of global output), itās locking in supply to match its growing nuclear ambitions. This move follows President Tokayevās call to build three new nuclear power plants across the country.

šNuclear Nations Keep Their Plants Running
When it comes to aging nuclear power plants, the trend is clear: if youāve got reactors, you want to keep them runningāfor as long as safely possible.
In the U.S. the Oconee Nuclear Station in South Carolina just got the green light to operate for up to 80 years, becoming the 12th American plant approved to do so.
Originally built in the 1970s, its three pressurized water reactors will now power on into the 2050s, delivering over 2,500 megawatts of clean energy.
Meanwhile in Russia the BN-600 fast neutron, sodium-cooled reactor at the Beloyarsk plant just scored a 15-year extensionātaking it to 60 years of operation by 2040.
But beyond power output, the BN-600 is also a testbed for advanced fast reactor technology and a closed fuel cycle using MOX fuel.
MOXāshort for mixed oxideāblends plutonium with depleted uranium. Instead of treating spent nuclear fuel as waste, MOX recycles it into new fuel, squeezing out more energy and reducing long-term waste.
The message from nuclear nations? These reactors still have plenty of life left. And when youāve got clean, reliable energy on tapāyou donāt shut it down.

šāPresident Trump has Committed to Getting this Nuclear Renaissance Goingā
U.S. Energy Secretary Wright is going full reactor mode in the mediaāpro-nuclear and proud. Check it out:

š¦Nuclear Energy, Now in a Box
Westinghouseās eVinci⢠microreactor just hit a big milestone: the U.S. Nuclear Regulatory Commission approved its Principal Design Criteriaābasically the blueprint that outlines how every part of the reactor should function to meet safety standards.
This might sound technical (because it is), but the key takeaway is simple: this approval streamlines and simplifies the licensing process for customers, paving the way for faster deployment of microreactors across the U.S.
The eVinci reactor is compact, resilient, and built to be delivered like a battery in a box. It can power remote communities, mining sites, data centersāor even future moon basesāwith up to 5 MW of clean electricity for 8+ years without refueling.
The kicker? When it's done, the entire reactorāincluding spent fuelāis packed up and removed. No on-site waste, no fuss.
š Want to see what that looks like in action? Westinghouse has a short infomercial that breaks it all down:

š”ļøDepleted Uranium = Heavy-Duty Shielding
Welcome back to Atomic Alternativesāwhere we dig into the unexpected places nuclear tech shows up in our world.
This weekās feature: depleted uranium shieldingāan under-the-radar way we stay safe from radiation.
š” Letās clear something up:
Depleted uranium is not nuclear waste. Itās not spent fuel from a reactor. Instead, itās uranium thatās had most of the U-235 isotope removed during enrichment. Still radioactive, but way less soāand way more useful.
āļø What makes it great for shielding
The key is density. Depleted uranium is about 70% denser than lead, making it one of the best materials around for stopping high-energy radiation like gamma rays and X-rays.
Radiation loses energy as it passes through matter, and the denser that matter is, the better it works as a barrier. Thatās why DU is perfect when you need maximum protection in minimal space.
āļø Where itās used
ā¢ļø Transport casks for radioactive materials
š§Ŗ Medical and industrial shielding where space is tight
š Spacecraft protection against cosmic rays
Because depleted uranium is so heavy, it offers great protection in small packagesāless material, more shielding. Just handle with care: itās still chemically toxic, like lead.
So depleted uranium isnāt just nuclear āleftoversāāitās out here quietly guarding the worldās radioactive cargo so the rest of us donāt glow in the dark. š

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Stay charged, stay critical (like a reactor), and keep glowing!š
Fredrik
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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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