Questions a membership answers
What restart cost can Palisades absorb and still clear a 7% cost of capital?
Palisades modelWhich NRC and DOE decisions land before year-end, and which projects do they move?
Catalyst trackerWhich listed companies are tied to projects that are actually under construction?
Coverage table
Coverage
15 verified against primary sources · 20 more in verification
| Project | Type | Stage | Location | Public exposure | Verified |
|---|---|---|---|---|---|
| Palisades Restart | Restart | Restart in progress | Covert, MI | Holtec (private) | Oct 4 |
| Crane Clean Energy Center (TMI-1) | Restart | Restart in progress | Londonderry Twp, PA | CEG, MSFT | Oct 6 |
| Duane Arnold Restart | Restart | Restart in progress | Palo, IA | NEE, GOOGL | Oct 6 |
| Kashiwazaki-Kariwa Units 6 & 7 | Restart | Operating | Niigata, Japan | 9501.T | Oct 5 |
| Meta–Vistra Uprates & PPAs | Uprate / PPA | Operating | OH & PA | VST, META | Oct 6 |
| V.C. Summer Units 2 & 3 | Large LWR | Announced | Jenkinsville, SC | BAM, BN, CCJ | Oct 6 |
| US AP1000 Fleet Program | Large LWR | Announced | Sites not selected | CCJ, BEP | Oct 5 |
| Project Matador (4× AP1000) | Large LWR | Licensing | Carson County, TX | FRMI | Oct 5 |
| Sizewell C | Large LWR | Under construction | Suffolk, UK | CNA.L | Oct 6 |
| Darlington New Nuclear (BWRX-300) | SMR | Under construction | Clarington, ON | GEV, ATRL.TO | Oct 6 |
| Clinch River BWRX-300 | SMR | Licensing | Oak Ridge, TN | GEV | Oct 6 |
| Long Mott (Xe-100) | SMR | Licensing | Seadrift, TX | XE, DOW | Oct 6 |
| Natrium Kemmerer Unit 1 | Advanced | Under construction | Kemmerer, WY | GEV (private developer) | Oct 6 |
| Hermes 2 | Advanced | Under construction | Oak Ridge, TN | GOOGL (private developer) | Oct 6 |
| Meta–TerraPower Natrium Fleet | Advanced | Announced | Sites TBD | META | Oct 6 |
Verified = primary source on file with a verification date. Full list and queue
Catalysts
Verified projects only
Upcoming
- PostponedHoltec IPO (HNUC) postponed Sep 18; no new date. Relaunch is the catalystPalisades · Reported
- 2026Palisades returns to power operation; fuel load began Aug 30Palisades · Company target
- Late 2026NRC completes construction permit reviewLong Mott · Agency target
- Dec 2026NRC issues Final EISProject Matador · Agency target
- Dec 31, 2026Fermi America submits COL application Part 3Project Matador · Agency target
- Q1 2027Construction permit; site construction starts 1H 2027Long Mott · Company target
- As early as 2027Crane returns to serviceCrane · Company target
Recently happened
- Sep 29, 2026NRC issues construction permitClinch River · Confirmed
- Sep 2026NRC issues Draft EIS, on targetProject Matador · Confirmed
Timing is shown as the company or agency stated it. Dates reported only in the press are tracked privately until confirmed.