Small modular reactors, or SMRs, are essentially miniature nuclear power plants. They can be built faster than larger conventional nuclear facilities. And while typically more expensive on a per-megawatt basis, upfront capital investment can also be much lower than that of traditional nuclear plants.
While the concept of SMRs has been around for decades, only two SMR systems have ever been commercialized -- one in Russia, the other in China. Both of those systems are relatively small in generating capacity.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
A new age for SMRs, however, is upon us. The AI industry needs more power quickly to support scaling trillions of dollars in data center infrastructure. Nuclear power can provide large amounts of stable baseload power with minimal refueling needs. And while SMRs are typically higher cost on a per-megawatt basis, the speed of construction of these smaller nuclear systems is highly attractive in today's environment.
The European Investment Bank -- the lending arm of the European Union -- is recognizing the potential of SMRs. On Sept. 4, the group announced a €40 million loan to Steady Energy, an SMR developer based in Finland. According to Reuters, "The loan is the first in a pipeline of SMR investments the EIB has planned."

#smrs #power #small

NuScale Power Corporation (SMR) stands out as America's leading developer of small modular reactors (SMRs), building light-water nuclear systems designed to deliver reliable, carbon-free baseload power. Its core product, the NuScale Power Module, targets a wide range of applications, from traditional electricity generation to industrial decarbonization, AI data center power supply, and hydrogen production. Notably, NuScale remains the only SMR developer to secure Standard Design Approval from the U.S. Nuclear Regulatory Commission, a regulatory milestone that continues to anchor its competitive positioning in the emerging advanced nuclear industry.
NuScale's stock has been anything but stable. Over the past 52 weeks, shares have traded across an enormous range, from a low of $7.21 to a high of $57.42, before settling closer to $10.81. That volatility stems from a mix of factors: heavy retail investor interest, elevated short interest fueling sharp swings in both directions, and macroeconomic shifts in interest rates that disproportionately affect capital-intensive, pre-revenue growth companies. Compared to the Russell 2000, a benchmark of diversified, largely profitable small-cap stocks, NuScale carries a significantly higher beta and downside risk, reflecting its speculative, early-stage commercialization profile.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Crude Prices Soar as Global Oil Supplies Continue to Tighten
Middle East Supply Constraints Lift Crude Oil Prices

#nuclear #crude

There's an old investing rule, popularized by investing legend Peter Lynch, to invest in what you know. It's deceptively simple advice: The better you understand a business, the better equipped you are to recognize its opportunities.
Likewise, greater knowledge of a business improves your ability to recognize things that could potentially go wrong. That second part is especially important.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
When it comes to NuScale Power (NYSE: SMR), there's one thing investors should probably know before buying the dip: what its small modular reactors (SMRs) could actually cost to operate. This isn't, to be sure, a question investors can answer with much certainty today, mainly because NuScale doesn't have a commercial reactor in operation.
That said, a newly released study, which has not yet gone through peer review, offers a sobering estimate. And if the findings hold up, the operating costs for NuScale's reactors could pose a much bigger problem to its business than previously thought.

#recognize

The artificial intelligence (AI) boom is fueling a nuclear renaissance. For the industry to grow, massive amounts of energy-intensive compute power will need to be built. As a low-carbon, high-baseload energy source, nuclear power is a promising solution.
NuScale Power (NYSE: SMR) is the only small modular reactor (SMR) developer in the U.S. approved by regulators to construct an SMR facility. SMRs are ideal for the AI data center build-out, given that they can be built more quickly and at a lower cost than conventional nuclear plants. This smaller footprint allows an SMR to be constructed near the data center infrastructure itself.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Despite growth potential, NuScale shares are down 40% this year. Skepticism is reasonable. Only two SMR systems currently exist worldwide. NuScale has never commercialized any of its SMR designs. Plus, the company already experienced a sizable failure in 2023 when its biggest customer (at the time) canceled its project.
While NuScale operates in an industry that should see long-term growth, the nuclear stock's future may hinge on a single upcoming catalyst.

#nuclear

Nuclear energy is experiencing a resurgence, according to many leading experts. "After decades of underinvestment, a convergence of generational technological breakthroughs, intensifying geopolitical competition, and the need for clean, dense, reliable power are positioning nuclear energy for a renaissance," **** ysts from Goldman Sachs conclude.
"But the next nuclear age will look different from the last," the bank warns. "Innovations in fission like small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Analysts from Morgan Stanley are in agreement. "Nuclear power generation is experiencing a revival driven by ambitious climate goals and technology demands," the firm observes. Like Goldman Sachs, Morgan Stanley sees SMRs as one of the most promising solutions for scaling nuclear energy.
"Innovations in nuclear energy may also contribute to the investment growth picture, and a new U.S. law aimed at encouraging new nuclear technologies while cutting down red tape could help spur activity," Morgan Stanley says. "Small modular reactors (SMRs), for instance, are a fraction of the size of conventional reactors and can be factory **** embled and transported, offering scalability and flexibility."

#nuclear #smrs

Nuclear energy is experiencing a resurgence, according to many leading experts. "After decades of underinvestment, a convergence of generational technological breakthroughs, intensifying geopolitical competition, and the need for clean, dense, reliable power are positioning nuclear energy for a renaissance," ******* ysts from Goldman Sachs conclude.
"But the next nuclear age will look different from the last," the bank warns. "Innovations in fission like small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Analysts from Morgan Stanley are in agreement. "Nuclear power generation is experiencing a revival driven by ambitious climate goals and technology demands," the firm observes. Like Goldman Sachs, Morgan Stanley sees SMRs as one of the most promising solutions for scaling nuclear energy.
"Innovations in nuclear energy may also contribute to the investment growth picture, and a new U.S. law aimed at encouraging new nuclear technologies while cutting down red tape could help spur activity," Morgan Stanley says. "Small modular reactors (SMRs), for instance, are a fraction of the size of conventional reactors and can be factory ******* embled and transported, offering scalability and flexibility."

#nuclear #smrs #morgan #goldman

NuScale Power (NYSE: SMR) is a popular nuclear energy stock with significant upside potential. The company is valued at just $4 billion despite operating in what could become a $300 billion global market.
In general, Wall Street ****** ysts are bullish on the company. The consensus price target of $11.85 suggests nearly 30% in near-term upside. Two ****** ysts believe shares could double in value over the next 12 months.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
There's no doubt about NuScale's potential. The company specializes in small modular reactors, or SMRs. This technology has been around for decades, with only two SMR facilities ever commercialized worldwide. Adoption of SMRs, however, is heating up quickly. More than 80 SMR systems are currently in development, largely thanks to a single catalyst: rapidly rising energy demand from artificial intelligence (AI) companies.
These companies require large amounts of reliable baseload power. And due to climate commitments, much of this emerging power demand must be met by low-carbon generation. AI companies will need more power years down the line, but they also need more power now. That makes SMRs a better fit versus conventional nuclear power plants. SMRs are essentially miniature nuclear power plants that can be built faster and with lower upfront costs. They can also be located directly next to data center infrastructure.

#power #smrs #flashing

Last October, shares of NuScale Power (NYSE: SMR) hit an all-time high of about $57. Today, shares trade at just under $10, representing a massive 84% decline.
What happened? Nothing that an 84% decline might suggest: no bankruptcy, no regulatory complications, no nuclear accidents (thank goodness). The drawback was more likely a sign that investors had lost patience with an overvalued nuclear stock with no reactor operating in the real world, and no firm first customer.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Funny thing is, NuScale actually looks better positioned as a company than it did at the height of its AI-nuclear boom. Investors looking for a value may want to reconsider NuScale, especially with a multi-state project moving closer to a signed deal.
If you're new to NuScale, here's a quick catch-up: The company wants to build and sell small modular reactors (SMRs), which are essentially compact nuclear power plants designed to generate carbon-free electricity from a much smaller physical footprint than your traditional nuclear facility. It is currently the only company in the U.S. with an NRC-approved SMR design, but it has not yet built a reactor for a customer.

#nuscale #power #time

Florida-headquartered ONE Nuclear Energy said the company has executed a binding letter of intent (LOI) that would provide site control for development of Project Cayman, a 2.88-GW gas-fired power plant and 700-MW/2.88 GWh battery energy storage system (BESS) sited alongside a data center complex.The LOI was signed with what One Nuclear in an August 31 news release called a "prominent Louisiana landowner group." The company said the strategy aligns with Louisiana utility Entergy's continuing buildout of regional electricity transmission infrastructure."Project Cayman, with its 2.88-GW power capacity, demonstrates that One Nuclear is committed to supporting the future economic development of one of Louisiana's most important industrial regions," said Richard Taylor, CEO of One Nuclear. "The project will deliver the reliable energy needed to support new investment, create jobs, expand the local tax base and generate additional funding for community priorities and critical infrastructure."
Project Cayman is located near the RiverPlex MegaPark, a 17,000-acre heavy industrial site on the west bank of the Mississippi River in Ascension Parish, Louisiana. The location is northeast of ****** eX's recently announced $100-billion project to build its largest launch facility yet, called Starbase, Louisiana, in coastal Vermilion Parish. Project Cayman, along with serving data centers, is expected to support regional economic development for other industrial projects.One Nuclear said it will hold a series of public information meetings with local parishes, governmental agencies, and other project stakeholders from now through the end of the year.
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"ONE Nuclear is proud to invest in the region to support the rapidly growing energy needs created by other recently announced developments such as the ****** eX Starbase project and Hyundai's $5.8-billion steel mill," said Taylor. The company did not disclose details about the data center development, including the companies involved.
One Nuclear supports advanced small modular nuclear reactor (SMR) technology along with utility-scale gas-fired power plants. It currently has projects in Washington state, Texas, and New Mexico. The company has said its strategy is to build natural gas-fired generation to serve industrial sites that could later transition to the use of nuclear power through SMRs.Louisiana officials, unlike those in some other states, have signaled their support for data centers. Several major projects are underway or planned. Tech giant Meta is developing a 5-GW campus in Richland Parish. Amazon Web Services earlier this year said the company plans to invest $12 billion to build data center campuses in northwest Louisiana.Meta last year signed power purchase agreements with Treaty Oak Clean Energy for solar power in Louisiana. Entergy Louisiana in 2024 said it would build gigawatts of new natural gas-fired power generation to support Meta's operations in the sta

Over the coming decades, nuclear energy will be a $10 trillion opportunity. That's according to Bank of America ****** ysts, who are particularly excited about a relatively novel method of producing nuclear power: small modular reactors, or SMRs.
"Amid surging electricity demand, driven in part by the rise in AI/data centers, nuclear energy offers a potential solution," Bank of America concluded in a recent report. "And new advancements in technology may now make the tipping point in sight for small modular reactors (SMRs) to reshape nuclear energy supply chains over the next decade."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
NuScale Power (NYSE: SMR) is currently the only company in the U.S. approved by regulators to build an SMR system. On a recent call with investors, CEO John Hopkins stressed that the company remains "the only SMR company in the world to have earned U.S. Nuclear Regulatory Commission standard design approval," adding that it has "done it for two separate designs, our 50-megawatt and our 77-megawatt modules."
Many other companies are currently working through the approval process for SMRs. But NuScale has leveraged its early approvals to secure large deals, including a 6-gigawatt project for the Tennessee Valley Authority (TVA). If built, that system would be the largest SMR facility in the world by a large margin.

#smrs #company #nuscale

The long-term growth story for nuclear power is clear. Artificial intelligence (AI) companies are scaling energy-intensive data center infrastructure as quickly as humanly possible. And the current energy grid isn't prepared for this unprecedented build-out. New energy sources will be needed quickly, and nuclear energy could deliver the reliable, low-carbon baseload power the AI industry craves.
NuScale Power (NYSE: SMR) has long appreciated this data center infrastructure demand tailwind. The company's small modular reactors (SMRs) are a great fit for adding large amounts of reliable power generation to the grid.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
This year, however, I think there's an even more exciting catalyst to pay attention to than general industry demand tailwinds.
NuScale remains the only nuclear developer in the U.S. approved by regulators to build an SMR system. But it has yet to even commercialize its approved designs. That could change later this year when the company suspects it could reach a power purchase agreement (PPA) with a major customer.

#signal #nuclear #data

SEOUL, Aug 14 (Reuters) - TerraPower and South Korea's SK Innovation signed on Friday a preliminary global agreement on small ‌modular reactors (SMRs), Seoul's Industry Ministry said, opening a path ‌for the SK Group affiliate to participate in the U.S. company's projects at home and abroad.
The agreement was signed at a meeting in Seoul between TerraPower co-founder Bill Gates, SK Group Chairman Chey Tae-won and Industry Minister Kim Jung-kwan, the ministry said.
The deal gives SK Innovation, ‌the parent of South ⁠Korea's largest oil refiner, an opportunity to take part in development of TerraPower's SMR projects in the ⁠United States and overseas, the ministry said. It did not disclose financial terms or the scope of any investment.
TerraPower, backed by Gates, is developing its sodium-cooled Natrium reactor project in Kemmerer, Wyoming. The company ‌received a construction permit from the U.S. Nuclear Regulatory Commission in March and is targeting commercial operation in 2031, the ministry said.
South Korea's Doosan Enerbility said on Friday it won a contract from TerraPower to manufacture key components for the reactor, including the ‌reactor vessel, support structures and internal structures, without disclosing the value of the deal.

#ministry #south #innovation #gates

Experts are increasingly bullish on the potential of nuclear energy. Multiple Wall Street companies are predicting a multi-trillion-dollar opportunity for investors.
"After decades of underinvestment, a convergence of generational technological breakthroughs, intensifying geopolitical competition, and the need for clean, dense, reliable power are positioning nuclear energy for a renaissance," predicts Goldman Sachs.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Analysts at Goldman Sachs are particularly excited about relatively new forms of nuclear power, including small modular reactors, or SMRs.
"[H]yperscalers have ... helped lead investment in the commercialization of next-generation nuclear power, namely small modular reactors (SMRs) and fusion energy," the bank's ******* ysts conclude. "These technologies, long brushed off as too far from commercialization, are now drawing significant public and private sector support."

#nuclear #signal #energy #power

Shares of NuScale Power (NYSE: SMR) have been on a roller coaster ride over the past three years. They have risen as high as 575% over the period, but are currently only up around 5%, thanks to an 80% drawdown from their highs. That, however, could make them worth buying for long-term investors. Here's the big reason why you might want to step aboard.
Right now, NuScale Power bleeds red ink, and a lot of it. That's not unexpected, given that it is a start-up introducing new nuclear power technology to the world. That technology is small modular nuclear reactors (SMRs). NuScale Power has key regulatory approvals and is working with several potential partners as it seeks its first sale. The problem is that it doesn't actually have that sale in the books, and until it does, the company's technology remains untested.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
SMRs could be a game changer for the nuclear power industry. They are factory-built, use the most modern safety protocols, and are small enough to be moved easily and placed relatively close to where they are needed. An easy win would be using an SMR to power an artificial intelligence data center. But that's not the only opportunity, since NuScale's SMRs can be linked together to create a utility-scale facility.
The big reason to buy NuScale Power is that you believe SMRs will be a big market in the future. However, the company's future remains highly uncertain until it has actually sold one of its SMRs, built it, and seen it tested in a real-world environment. This is not a stock for the faint of heart.