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- š ļø U.S. Starts Fueling Its Advanced Nuclear Future
š ļø U.S. Starts Fueling Its Advanced Nuclear Future
PLUS: UK Goes Full Nuclearš

Welcome to Nuclear Update! Until you read this week's email, it both does and doesnāt contain groundbreaking nuclear news. Thatās quantum uncertaintyānewsletter edition!
Hereās what Iāve got for you this week:
š ļøU.S. Starts Fueling Its Advanced Nuclear Future
šUK Goes Full Nuclear
šTrump Absolutely Roasts Windmills
š¢ Nuclear Glow, No Batteries Required

š ļø U.S. Starts Fueling Its Advanced Nuclear Future
The U.S. Department of Energy just made its first allocations of HALEU (High-Assay Low-Enriched Uranium) to five advanced reactor developersābringing the next wave of American nuclear tech one step closer to launch.
The chosen fiveāTRISO-X, Kairos Power, Radiant Industries, Westinghouse, and TerraPowerāwere selected from 15 applicants, with three needing fuel as early as this year.
HALEU, enriched up to 20% U-235, unlocks smaller reactor designs, longer refueling cycles, and more efficient operationāmaking it the go-to fuel for next-gen reactors.
The fuel comes via the HALEU Availability Program, created in 2020 to kickstart a domestic fuel supply chain for advanced nuclear.
This allocation process lets developers request fuel directly from U.S. government stockpiles (including NNSA material), and some could get their HALEU as soon as this fall.
The program is ongoing, and more companies are expected to get access in future rounds.
Nuclear innovation is heating upāand now, so is the fuel.

āļøCool Links
āļøNuclear Boom Sparks Urgent Call for Investment in New Uranium Mines
āThe world must immediately make substantial investments in mining uranium to meet surging demand for nuclear energy, according to the latest industry stock-take that highlights the renaissance in the power source.ā
ā”ļøInside Americaās next nuclear power revolution ā as energy makes a comeback
Nuclear energy hasnāt just been making a comeback in recent months. According to many experts weāre heading for a ālong-awaited American nuclear renaissance.ā The US has mostly ignored or neglected nuclear projects since the end of the Cold War. But just last year, 25 states passed legislation to support advanced nuclear energy, including New York. Well over 200 bills have already been introduced this year that support or subsidize nuclear energy.
š¬Testing Starts on First Higher Enriched Fuel in U.S. Commercial Reactor
Southern Nuclear has loaded a new higher enriched nuclear fuel into a commercial reactor for irradiation testing. This is the first time fuel enriched above 5 percent will be irradiated in a U.S. commercial reactor. The higher enrichment levels allow the fuel to last longer and operate at increased power levels ā potentially leading to additional reliable power production at nuclear power plants across the country.
š»Norwegian Government Moves Ahead With Potential Commercial Nuclear Project
The Norwegian government announced April 8 that it has instructed a group of agencies to develop a plan for an environmental impact assessment program for a proposed commercial nuclear power project.

šUK Goes Full Nuclear
UK Prime Minister Keir Starmer is set to go all-in on nuclearāwith plans to greenlight the long-awaited Sizewell C project and unveil winners for the countryās first fleet of SMRs.
The Ā£20 billion Sizewell C plant is a massive 3.2 GW power station expected to provide electricity for 6 million homes and supply up to 7% of the UKās grid by 2035.
Itās getting formal investment approval before Juneās spending review. The government has already backed it with Ā£6 billion, and more private capital is being courted.
But thatās just the start. Starmer also plans to announce two winners from the UKās SMR competitionāRolls-Royce and GE Hitachi are reportedly leading the pack.
New planning rules will make it easier to place these SMRs almost anywhere outside built-up areasānot just the eight coastal sites previously designated for nuclear.
To speed things up, the UK government is launching a new nuclear regulatory taskforce and updating its national policy to fast-track approvals.
Britain is betting big on nuclearāand Starmer wants this moment to mark its full-scale comeback.

šTrump Absolutely Roasts Windmills
President Trump delivered remarks at the National Republican Congressional Committee Dinner Tuesday night, check out this clip at 1:10:47 for this gem:
āWeāre screwing around with wind. Oh boy. Wind. These people are crazy. They say itās great for the environment. Yeah, it kills all your birds. You want to see a bird cemetery, walk under a windmill sometime. Youāve got birds all over the place theyāre screaming for help they got whacked.ā
āWind is an environmentalists dream, do you know why? Because youāll never have energy ā¦ like if they wanted to watch us on television: āAlice! I want to watch the President tonight on television.ā āOh sorry darling, the wind isnāt blowing.āā

š¢ Nuclear Glow, No Batteries Required
Welcome back to Atomic Alternativesāwhere we shine a light on the surprising ways nuclear tech quietly powers the world around us.
This weekās glowing subject? Self-luminous signs. You know those EXIT signs that stay lit no matter whatāeven during a blackout? Thatās not magicā¦ thatās nuclear.

Most of these signs use tritium, a mildly radioactive isotope of hydrogen. Itās safely sealed inside glass tubes coated with a special phosphorescent material.
As tritium decays, it emits tiny beta particles that excite the coatingācreating a steady, battery-free glow.
And no worriesāthe radiation canāt even penetrate your skin.
Tritium lighting shows up in all kinds of places:
šExit signs in tunnels, stairwells, and industrial sites
āļøAircraft instruments (military and civilian)
šÆ Tactical gear like weapon sights and compasses
āļø Wristwatches with 24/7 glow
Why not just use LEDs? Because tritium glows for decades without power, maintenance, or failure. In an emergency, that kind of reliability is priceless.
So the next time you spot a softly glowing sign in a dark hallwayāknow that nuclearās got your back. š”

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