Sunday, January 25, 2026

World Nuclear News


National targets for new nuclear 'far exceed a tripling of global capacity'



Global generating capacity could reach 1,446 GWe by 2050 if governments hit their targets for new nuclear, far exceeding the 1,200 GWe goal set in the Declaration to Triple Nuclear Energy, according to a new World Nuclear Association report.
 
Global nuclear capacity 2025-2050 (GWe gross) (Image: World Nuclear Association)

There are currently about 440 nuclear power reactors with a combined capacity of almost 397 GWe (net) operating in 31 countries, with at least 70 power reactors under construction, which will add another 77 GWe. Nuclear generation reached an all-time high of 2,667 TWh in 2024. The goal of at least tripling global nuclear capacity by 2050 has been endorsed by more than 30 countries since the United Nations Climate Change Conference (COP28) in Dubai in December 2023.

In its inaugural World Nuclear Outlook Report, World Nuclear Association (WNA) has compiled national government targets and goals for nuclear capacity for 2050 and assessed them alongside plans for continued and extended operation of existing reactors, completion of those under construction, and realisation of planned and proposed projects. It has found that they would more than meet the tripling target.

"Global nuclear capacity would expand significantly to 2050 if the continued operation of existing reactors and the deployment of new nuclear build meet targets set by governments for national nuclear capacity," the report says. "When all operable, under construction, planned, proposed, and potential reactors are combined with government targets, the total global capacity could reach 1,446 GWe by 2050."

The association notes: "Most growth to 2030 stems from reactors currently under construction; planned projects drive expansion to 2035; and proposed, potential, and government-driven programmes account for the increase in capacity after 2035."

It adds: "The 542 GWe of additional capacity associated with government targets beyond projects assessed as planned, proposed or potential is not yet supported by identified projects, and the level of commitment through policy or other governmental measures varies significantly from country to country."

The report says that achieving the projected 2050 capacity requires scaling annual grid connections from 14.4 GWe per year in 2026-2030, to 22.3 GWe per year in 2031-2035, to 49.2 GWe per year in 2036-2040, 51.6 GWe per year in 2041-2045 and 65.3 GWe per year in 2046-2050. It notes that the required 65.3 GWe per year during 2046-2050 is "roughly double the historic peak build rate seen in the 1980s".

In conclusion, the World Nuclear Outlook Report says: "National nuclear capacity goals to 2050 exceed the global tripling target and reflect strong alignment between national objectives and global decarbonisation needs. Achieving these ambitions will require unprecedented construction rates, strategic lifetime extension of existing reactors, and significant policy and market reforms. If nations deliver on their commitments, nuclear power would play a critical role in ensuring secure, affordable, and net-zero-compatible energy for a rapidly expanding and electrified global economy."

However, the report says that governments must "take immediate and sustained action" to deliver on their own national targets for nuclear capacity. "To secure a clean, reliable, and resilient energy future for all, governments must take action now implementing clear execution plans that can realise policy promises," it says. "Experienced countries, multilateral development institutions and the global nuclear industry should collaborate to support emerging economies interested in deploying nuclear energy for the first time."

The association recommends that governments recognise that nuclear energy is a central pillar in meeting global climate goals and that it should be integrated into long-term decarbonisation and energy security planning. It calls for them to set "durable, actionable nuclear policies and industrial strategies to enable long-term investment and to maintain industrial capabilities, workforce and supply chains". They should also support the continued operation of existing reactors to 60-80 years "where technically feasible". Electricity markets should be reformed to ensure equitable treatment of nuclear energy alongside other low-carbon sources. Governments should also support the acceleration of licensing, siting, and financing mechanisms to facilitate an increase in construction rates."

With regards to financial institutions, World Nuclear Association recommends they implement technology-neutral lending and environmental, social and corporate governance (ESG) policies to ensure nuclear and other low-carbon sources are evaluated using equivalent criteria. They should also support the deployment of nuclear in emerging economies.

The association calls for the nuclear industry itself to expand manufacturing and supply chain capacity, including fuel cycle infrastructure, while optimising series build to reduce costs and shorten build times. In addition, it should develop large-scale deployment strategies to meet post-2035 demand, including for non-grid applications utilising novel reactor technologies.

Speaking from the World Economic Forum Annual Meeting 2026 in Davos, World Nuclear Association Director General Sama Bilbao y León said: "Our analysis indicates that governments have ambitions that exceed the goal to triple nuclear capacity by 2050. Now, forward-thinking governments, global industry leaders, and civil society need to work together and take timely action to turn those ambitions into action. This is our chance to deliver a cleaner, more secure energy future for everyone everywhere, powered by affordable 24/7, low-carbon nuclear energy."

Inside Japan's Controversial Shift Back to Nuclear Energy

  • Japan is shifting its energy policy to redevelop its nuclear energy capacity, aiming for 20 percent of its power from nuclear energy by 2040 to support climate goals.

  • The world’s largest nuclear facility, the Kashiwazaki-Kariwa plant, is preparing to restart operations, which marks a major step in the government's nuclear deployment plans despite significant public opposition and safety concerns.

  • Public confidence in the nuclear sector has been harmed by the 2011 Fukushima disaster and further damaged by recent news of a utility, Chubu Electric Power, fabricating seismic risk data.


Alongside plans to establish a strong renewable energy sector, Japan aims to redevelop its nuclear energy capacity to boost its power and support its climate goals. However, with memories of the Fukushima nuclear disaster still fresh, many in Japan are worried about the risks involved with developing the country’s nuclear capacity. Nevertheless, the government has big plans for a new nuclear era, commencing with the restarting of the world’s biggest nuclear facility. 

The 2011 Fukushima Daiichi accident is viewed as the second-worst nuclear disaster after the Chornobyl disaster of 1986. On 11th March 2011, a magnitude-9.0 earthquake hit the north of Japan, with the shock from the quake provoking a tsunami, the waves of which damaged the backup generators at the Fukushima Daiichi plant. Although all three of the operating reactors were successfully shut down, the loss of power caused cooling systems to fail in each of them. 

 Rising residual heat within each reactor’s core caused the fuel rods in reactors 1, 2, and 3 to overheat and partially melt down, leading to the release of radiation. Three explosions resulted from the buildup of pressurised hydrogen gas in the following days, leading to fears of leaked radiation and the evacuation of tens of thousands of people within a 30 km radius of the plant. 

The accident prompted a widespread distrust of nuclear power in Japan for more than a decade. However, in February 2025, Japan’s Economy, Trade and Industry Ministry published a draft revision of the national basic energy plan, in which the statement on moving away from nuclear power has been removed. Later that month, the Cabinet approved the revised Seventh Strategic Energy Plan, which stated the aim of producing 20 percent of power from nuclear energy by 2040. This marked a significant shift in Japan’s approach to nuclear power. 

Before 2011, Japan had 54 reactors that provided around 30 percent of the country's electricity. At present, just 14 of 33 operable reactors are producing power, while efforts to restart others have been thwarted due to public opposition.  

Japan is home to the world’s largest nuclear facility, the 8.2 GW Kashiwazaki-Kariwa plant, which covers 4.2 km2 of land in Niigata prefecture, 220km north-west of Tokyo. The facility was developed in 2012, but it has yet to come online, as, following the Fukushima disaster, the poor public perception of safety in the nuclear sector led the government to shut down several nuclear reactors. 

Kashiwazaki-Kariwa is operated by Tokyo Electric Power (Tepco), the same utility that managed Fukushima. Tepco aimed to restart one of the seven reactors at Kashiwazaki on 19th January, but was forced to delay the restart as an alarm malfunctioned during a test of equipment, although the company expects to bring it online within the next few days. The restarting of reactor No. 6 will increase Tokyo’s electricity supply by around 2 percent, as well as mark a major step forward in the government’s plans to deploy more nuclear power in the coming years. 

However, many in Japan are still wary about the risks involved with nuclear power projects. Many of those living with proximity to Kashiwazaki-Kariwa are worried about the potential for another Fukushima-scale event, which could lead up to 420,000 residents to be evacuated from across a 30 km radius. 

However, Tepco says it has learnt from the mistakes of the Fukushima incident. Since its development, 6,000 workers have continued working at Kashiwazaki. Seawalls and watertight doors have been installed at the facility to ensure greater protection against a potential tsunami. The plant is also fitted with mobile diesel-powered generators and a large fleet of fire engines capable of providing water to cool reactors in the case of an emergency. In addition, upgraded filtering systems have been fitted to control the spread of radioactive materials.

However, public confidence in nuclear power companies has been further harmed due to recent news of a firm fabricating data. It was found that Chubu Electric Power, a utility in central Japan, fabricated seismic risk data during a regulatory review, ahead of a possible restart of two reactors at its idle Hamaoka plant. In response, Japan’s Nuclear Regulation Authority (NRA) scrapped the safety screening at the plant, which is located on the coast, around 200 km west of Tokyo, in an area prone to Nankai Trough megaquakes. The NRA is now considering inspecting Chubu’s headquarters. 

Nuclear power is now widely viewed as one of the safest forms of energy production, on a global scale, which has led several countries to invest in a new era of nuclear power.  Despite overwhelming public opposition to the development of Japan’s nuclear power sector, the government plans to gradually restart several reactors and expand nuclear capacity in the coming decades to support decarbonisation aims. 

By Felicity Bradstock for Oilprice.com 

EnergyX enters nuclear materials market

EnergyX CEO Teague Egan working on one of the company’s pilot plants. (Image courtesy of EnergyX).

Energy Exploration Technologies (EnergyX) has announced the launch of the company’s new proprietary nuclear materials technology platform: NUKE-it.

The platform is focused on producing nuclear-grade critical materials, including lithium isotopes and high-purity lithium compounds. It is designed to meet stringent purity, performance and supply chain requirements that traditional lithium suppliers are often unable to support, the company said.

Last year, EnergyX acquired Daytona Lithium, which owns mineral rights in southwest Arkansas, where it is progressing its Lonestar lithium project with a near-completed demonstration plant.

The company also bought another 35,000 acres in the Smackover Formation, an underground geological formation stretching from Florida to Texas filled with lithium-rich brine, in a $26 million deal. The acquisition expanded the company’s landholding to 47,500 acres.

NUKE-it marks EnergyX’s formal entry into the nuclear materials sector, positioning the company as a future domestic supplier of critical lithium isotopes required for both fusion and fission reactors.

The new initiative, the company said, is designed to develop advanced technologies to support next-generation nuclear energy reactor supply chains, also including uranium and thorium materials production.

Uranium is present in the Smackover, particularly within the upper limestone reservoirs of southern Arkansas and northern Louisiana.

Under its new technology platform, EnergyX said it is developing 15% enriched Lithium-6 (Li-6), a critical element for tokamak fusion reactors, as well as highly purified 99.999% Lithium-7 (Li-7) for fission-based thorium molten salt reactors (MSRs).

Uranium and thorium technology and production are planned to follow, the company said, adding that these initial nuclear-grade lithium salts will be engineered for reactor-grade performance.

This expansion is an extension of EnergyX’s proprietary GET-Lit DLE technology suite of lithium extraction, refining, purification, material conversion and production capabilities.

Several of the underlying technologies in GET-Lit have similarities and are being applied to nuclear lithium isotope production, addressing a growing supply gap for high-spec nuclear materials.

The platform aligns with US clean energy, industrial resilience, and national security priorities, including efforts to strengthen domestic supply chains for critical materials required in advanced energy systems, the company said.

“EnergyX has always been focused on developing technologies to produce advanced materials for the energy transition,” founder and CEO Teague Egan said in a new release.

“Nuclear energy is one of the most important opportunities of the century to enable the clean energy transition and deliver clean, sustainable, immense, ‘always-on’ power, especially as electricity demand accelerates from data centers and the AI revolution,” Egan said.


World Nuclear News


EDF seeking maximum use of existing UK reactors


EDF said its UK nuclear fleet performance was "very good" in 2025, meeting 12% of total UK electricity consumption. The company said it plans to operate its last two Advanced Gas-cooled Reactors until at least 2030 and is seeking a 20-year licence extension for the Sizewell B pressurised water reactor.

The Sizewell B plant (Image: EDF Energy)

EDF Energy manages the UK's eight nuclear power plant sites, five that are operating (Sizewell B, Torness, Heysham 2, Heysham 1 and Hartlepool) and three that have entered decommissioning (Hunterston B, Hinkley Point B and Dungeness B). It took over the sites when it acquired British Energy in 2009. The company is also constructing the new Hinkley Point C plant in Somerset, and there are advanced plans for a replica of Hinkley Point C at Sizewell C in Suffolk.

In its latest UK Nuclear Fleet Stakeholder Update, EDF Energy said total output from the five operating plants was 32.9 TWh last year, which was 12% lower than in 2024 due primarily to an extended outage at the Hartlepool plant. The company said the plan for 2026 was to produce about 36 TWh, followed by about 37 TWh in 2027.

EDF Energy noted that output was more than treble the amount originally expected from these plants when EDF acquired the fleet in 2009. The youngest of the Advanced Gas-cooled Reactor (AGR) plants (Torness and Heysham 2) were originally due to stop generating in 2023 but investment in the fleet so far of GBP8.6 billion (USD11.6 billion), along with careful stewardship, has enabled four plants to stay online, preventing Sizewell B being left as the UK's sole generating nuclear plant. The company said it will invest more than GBP1.2 billion in the plants over the 2026-28 period.

"We have achieved 38 years' worth of life extensions across our AGR stations delivering an extra 263 TWh of low-carbon electricity," EDF Energy noted. "That is more than the lifetime output of Heysham 1 (254 TWh), demonstrating the huge value in extending station lifetimes when possible."

In September 2025, the estimated generating lifetimes of the Hartlepool and Heysham 1 AGR plants were extended by a further year, to March 2028. EDF said its ambition was "to generate from the AGR power stations until at least 2030, subject to plant inspections, reliability and regulatory support".

In November, the UK Government said the retirement of the AGRs "risks leaving a dangerous gap in Britain's low-carbon energy supply". EDF said it has an ambition "to generate low-carbon electricity from all four generating AGR stations for as long as it is safe and commercially viable to do so, though now the stations are in the latter stages of their generating lives further extensions will not be for long. We will keep their lifetimes under review to assess whether further life extensions can be achieved".

The Sizewell B pressurised water reactor (PWR) performed "exceptionally" in 2025, achieving a load factor of 99% and generating 10.4 TWh of electricity. "Operating the power station beyond 2035 to at least 2055 is technically feasible, has been achieved at similar power stations worldwide and would provide a reliable, clean source of power as new nuclear and renewable projects are brought online," EDF Energy said. "However, volatility in the energy markets over the past few years has reinforced the importance of securing an appropriate commercial model for Sizewell B's longer-term output."

It added: "We are working with government and private companies to develop the future of our sites with plans starting to be shaped for new nuclear at Cottam and Hartlepool. Heysham in Lancashire and Torness in Scotland are both sites with lots of advantages for new developments."

Three of the AGR plants acquired by EDF - Hunterston B, Hinkley Point B and Dungeness B - are now in the decommissioning stage. In April, Hunterston B completed its defueling mission on time and on budget, becoming the first of the AGR plants to be declared free of all used nuclear fuel. In November, Hinkley Point B completed the removal of all used fuel from its reactors. Once each site has been defueled by EDF, it will be transferred to the UK's Nuclear Decommissioning Authority for its subsidiary, Nuclear Restoration Services, to carry out the next stages of decommissioning. The first plant, Hunterston B, is due to transfer in April 2026 and Hinkley Point B will follow in October 2026.

Denmark begins study on potential use of nuclear energy


A framework is now in place for investigating the "potential and risks" of new nuclear technologies - including small modular reactors - and the lifting of a moratorium on nuclear power, Denmark's Ministry of Climate, Energy and Utilities has announced.
 
(Image: torben7400 / Pixabay)

In 1985, the Danish parliament passed a resolution that nuclear power plants would not be built in the country. However, in a parliamentary vote in May last year, two-thirds of Danish MPs supported the country launching an investigation into the possible use of nuclear power to enhance its energy security. The analysis is aimed at allowing a subsequent debate on the possible lifting of the ban on nuclear power to take place on an informed basis.

"Although the government does not consider conventional nuclear power to be relevant in Denmark, there has been increasing interest in new nuclear power technologies such as small modular reactors (SMRs) in Denmark and the EU in recent years," the ministry noted. "This should be seen, among other things, in light of the ongoing development of SMR solutions, increased focus on ensuring balance in a fossil-free energy system with a view to increased focus on European energy independence, stable and low energy prices, stable electricity supply and increased business interest."

The ministry has now said that the basis for the analysis of new nuclear power technologies is in place and that initial work on the analysis has begun. 

The analysis aims to uncover the following: whether SMRs could be included in the Danish energy system, including in relation to economic costs and benefits; the need for new national regulation, authority structure and competencies relevant to the possible establishment of nuclear plants in Denmark, as well as a specific work plan for how and in what sequence identified needs can be handled in order to constitute a sufficient basis for such plants to be established, and for what decisions must be taken if it is politically desired to lift the ban; and commercial interests and potential for the development and supply of components for SMRs, as well as for larger commercial enterprises in Denmark as potential buyers of electricity and/or heat from SMRs.

The analysis will also include an immediate estimation of a range of expected resource needs and considerations regarding authority organisation and departmental responsibility across the state in the event of a lifting of the ban and the development, testing and establishment of SMRs in Denmark. This will also include an immediate estimation of the need for new full-time equivalents in state authorities.

"The analysis does not in itself result in the launch of new initiatives with a view to the establishment of new nuclear power technologies in Denmark, but could form the basis for a discussion on this," the ministry said.

"Green energy from the sun and wind is now and will continue to be the backbone of the Danish energy supply, but we can also see that it cannot stand alone," said Minister for Climate, Energy and Utilities Lars Aagaard. "Therefore, we must be open to whether other technologies can provide us with green energy in the future. Small modular nuclear reactors may be an option here. However, mass-produced SMRs are neither a quick fix nor a free pass, and we must have a basis for getting control of the regulatory processes, safety, waste, competencies and responsibility. With this analysis, we will have a solid, informed basis on which to make political decisions."

He added: "I approach nuclear power with an open mind, and I hope that everyone's pulse will slow down. Debating the lifting of a ban without considering whether you will also do everything else that comes with it just sends a signal without substance. There may be great potential in SMRs down the road, so it should not be about ideology, but about doing things thoroughly and in the right order."

The analysis is expected to be completed in the second quarter of 2026.

In December, several Danish business organisations, universities and companies launched the Nuclear Power Alliance with the aim of advocating for a technology-neutral approach to nuclear power in the country. The alliance is led by, among others, the Confederation of Danish Industry, Dansk Metal and the Novo Nordisk Foundation. Its members also include chemical engineering firm Topsoe and engineering consultancy Niras, as well as the private equity fund 92 Capital, which concentrates its investments in the nuclear energy sector.

Kairos secures HALEU for Hermes' first fuel load


Kairos Power has finalised a contract with the US Department of Energy to receive the high-assay low-enriched uranium that will be used to make the fuel for the startup and operation of its Hermes low-power demonstration reactor.
 
HALEU in a metallic form: HALEU reguli at Idaho National Laboratory (Image: DOE)

Kairos is building the Hermes Low-Power Demonstration Reactor - known as Hermes 1 - in Oak Ridge, Tennessee. It was one of the first round of companies conditionally selected by the Department of Energy (DOE) last year to receive high-assay low-enriched uranium (HALEU) under a programme enabling nuclear developers to request HALEU from DOE sources including the National Nuclear Security Administration.

Kairos said it has now successfully completed negotiations to secure the HALEU required for the Hermes 1 programme. It will use the material to produce HALEU TRISO (tri-structural isotropic) fuel pebbles for the reactor, in partnership with Los Alamos National Laboratory, using manufacturing processes it has developed and optimised in its own labs.


Hermes 1 is under construction in Tennessee (Image: Kairos)

Hermes 1, a scaled demonstration of Kairos' KP-FHR fluoride salt-cooled high-temperature reactor technology, is the first non-light-water reactor to be approved for construction by the US Nuclear Regulatory Commission. Kairos Power broke ground at the Hermes 1 site in Oak Ridge in July 2024 and began nuclear safety-related construction in May 2025. It will not produce electricity - Kairos's iterative development approach will see lessons learned from the project feeding into the Hermes 2 commercial-scale demonstration plant - a 50 MWe plant powered by a single commercial-scale reactor. Hermes 2 will include a power generation system.

HALEU - uranium enriched to contain between 5% and 20% uranium-235 - will be used to fuel many advanced reactors. The DOE's HALEU Availability Program was established in 2020 to secure a domestic supply of the material for civilian domestic research, development, demonstration, and commercial use. Allocating nuclear developers HALEU material from DOE sources, including material from the National Nuclear Security Administration, is a way of bridging a HALEU availability gap with existing material as the supply chain builds up.

“We are pleased to secure the HALEU we need to demonstrate our technology with Hermes 1,” said Kairos Power Chief Technology Officer and co-founder Edward Blandford. “The US Department of Energy has been a vital partner on the Hermes project, with its ongoing risk reduction investment through the Advanced Reactor Demonstration Program. The allocation of HALEU will enable continued progress on Kairos Power’s path to delivering affordable advanced reactors at scale.”

The DOE is investing up to USD303 million in the Hermes project through the Advanced Reactor Demonstration Program.

Bureau Veritas to aid Dutch deployment of Rolls-Royce SMR


Dutch nuclear energy development and consultancy company ULC-Energy BV has signed an agreement with France-based testing, inspection and certification services provider Bureau Veritas to collaborate on the deployment of the Rolls-Royce SMR in the Netherlands on an industrial scale.
 
(Image: ULC-Energy)

The agreement was signed during the NExSMR conference, which was held from 14-16 January in The Hague.

"ULC-Energy is delighted with the collaboration with Bureau Veritas," said ULC-Energy CEO Dirk Rabelink. "Developing nuclear energy projects is a long-term process and stable, complementary and long-term collaborations are crucial to our success. Our collaboration with Bureau Veritas brings another highly capable and experienced party to our delivery model."

Pim Reuderink, Regional Technical Manager of Bureau Veritas, added: "Having a serious partner such as ULC‑Energy, the exclusive Dutch development partner for Rolls‑Royce SMR, as a key account will support our pathway to decarbonise the Netherlands and to roll out further nuclear services nationally. With 30+ years of experience in the nuclear field worldwide, supporting nuclear safety authorities, licensees, EPC, technology providers and supply chain, Bureau Veritas has gained a significant knowledge in nuclear safety and quality management. We are committed to leveraging our technical expertise to support ULC-Energy throughout all engineering and procurement phases of this SMR project."

The Rolls-Royce SMR is a 470 MWe design based on a small pressurised water reactor. It will provide consistent baseload generation for at least 60 years. Around 90% of the SMR will be built in factory conditions, limiting on-site activity primarily to assembly of pre-fabricated, pre-tested, modules which significantly reduces project risk and has the potential to drastically shorten build schedules.

In August 2022, Rolls-Royce SMR signed an exclusive agreement with ULC-Energy to collaborate on the deployment of Rolls-Royce SMR power plants in the Netherlands. ULC-Energy - established in 2021 and based in Amsterdam - aims to accelerate decarbonisation in the Netherlands by developing nuclear energy projects that efficiently integrate with residential and industrial energy networks in the country. It has also established cooperation agreements with other strategic partners including BAM Infra, Siemens Energy and Orano.

In December 2021, the Netherlands' new coalition government placed nuclear power at the heart of its climate and energy policy. In addition to keeping the Borssele plant in operation for longer, the government also called for the construction of new reactors. Based on preliminary plans, two new reactors will be completed around 2035 and each will have a capacity of 1000-1650 MWe. The government is also taking steps to prepare the Netherlands for the possible deployment of SMRs.

Civil construction of replacement Trino waste store completed



The demolition and subsequent reconstruction of a temporary storage facility for low-level radioactive waste has been completed at Italy's Trino nuclear power plant, which is undergoing decommissioning.
 
(Image: Sogin)

Work on the 41-metre-long, 19-metre-wide, and 8.5-metre-high facility, which began in November 2024, involved demolishing the old storage facility and rebuilding it on the same site, with a volume equal to that of the dismantled building.

The new facility - referred to as the No 2 storage facility - will house both legacy waste, currently stored in storage facility No 1 and the "buffer test tank", as well as waste generated by upcoming decommissioning operations.

At the same time, the characterisation and disposal of materials resulting from the demolition work, consisting primarily of iron, concrete, and excavated soil, has been completed.

The next stage of the project involves the installation of electrical, fire-prevention, and radiological monitoring systems, which will be completed by the first half of this year. Commissioning, following testing, is scheduled for early 2027.

Societa Gestione Impianti Nucleari SpA (Sogin) - established in 1999 to take responsibility for decommissioning Italy's former nuclear power sites and locating a national waste store - said the new facility will bring the Trino plant (also referred to as the Enrico Fermi plant) "up to the latest regulatory safety standards".

Upon completion, Sogin will begin work to upgrade the other repository on the site, No 1, as part of the programme to optimise the storage space for radioactive waste generated by the plant's operation and the ongoing decommissioning work, with a view to its subsequent transfer to the national repository, once available.

Trino - comprising a single 270 MWe pressurised water reactor - was Italy's first commercial nuclear power plant. Its construction began in 1961 and the plant started generating electricity in 1964. As a result of a referendum held in 1987 in the wake of the Chernobyl accident, Italy decided to shut down its four nuclear power plants. Trino was subsequently permanently shut down in 1990. Sogin took over ownership of the plant from utility Enel in 1999 and is responsible for its decommissioning.

EnergySolutions sets date for Kewaunee licence application


The Utah-based nuclear services company has formally confirmed its plans to submit an application for a major licensing action for new nuclear generation at the Wisconsin site by June 2028.
 
Kewaunee (Image: EnergySolutions)

In May 2025, EnergySolutions and WEC Energy Group announced their plans to explore new nuclear energy generation at Kewaunee, where a 566 MWe (net) pressurised water reactor operated from 1974 to 2013. EnergySolutions acquired the plant - which is undergoing decommissioning - from Dominion Energy in 2022.

EnergySolutions said the submittal of its Notice of Intent to the US Nuclear Regulatory Commission earlier this month was an important next step as the companies continue to explore new nuclear generation at the Kewaunee site. Applications for an Early Site Permit, Construction Permit, or Combined Licence are currently being evaluated, it said, adding that the decommissioning and decontamination activities at the site will be "closely coordinated with the application and associated support activities".

An early site permit certifies that a site is suitable for the construction of a nuclear power plant from the point of view of site safety, environmental impact and emergency planning, but does not specify the choice of technology. The permit is valid for 10 to 20 years, renewable for an additional 10 to 20 years.

The company said it is carrying out a structured, multi-phase project that includes initial planning and scoping activities. In-depth studies will support the application to demonstrate the site's suitability for new nuclear construction. This is a prerequisite to the development and securing of NRC approvals for this project, it added.

"This is an important milestone in moving towards the next generation of nuclear power in Wisconsin in partnership with WEC Energy Group," EnergySolutions President and CEO Ken Robuck said. "As communicated when we announced this initiative in May of 2025, the need for reliable, carbon-free power has never been greater. We have assembled an experienced team that brings environmental compliance, nuclear licensing and project management expertise to this project at a time new nuclear generation in Wisconsin is essential."


Reactor internals delivered for Xudabao unit 1


The reactor internals for Xudabao Nuclear Power Plant's Unit 1 have been delivered to the site, the Chinese project company has announced.
 
(Image: CNNC)

The main functions of the reactor internals are to provide support for fuel assemblies and other components in the reactor pressure vessel, and to guide the control rod drive mechanism.

China National Nuclear Corporation (CNNC) said there had been "a systematic review and meticulous planning of past project experience, all parties involved in the Liaoning Nuclear Power Joint Project scientifically organised and meticulously arranged the process, conducting a process simulation exercise covering the entire manufacturing process of reactor internals to identify and address potential risks in advance".


(Image: CNNC)

It said that "during implementation, the team closely monitored key aspects, actively coordinated resources, and ultimately ensured the accurate delivery of equipment, laying a solid foundation for the smooth progress of subsequent milestones and the implementation of the main installation work".


The reactor pressure vessel was installed in July (Image: CNNC)

Background

The Ministry of Ecology and Environment announced in November 2023 that the National Nuclear Safety Administration had decided to issue a construction licence for Xudabao units 1 and 2, which will both feature 1250 MWe CAP1000 reactors - the Chinese version of the Westinghouse AP1000. A ceremony was held later that month at the Xudabao site near Xingcheng City, Huludao, to mark the start of construction of unit 1.

The Xudabao project (also known as Xudapu) was originally expected to comprise six CAP1000 reactors, with units 1 and 2 in the first phase. Site preparation began in November 2010. The National Development and Reform Commission gave its approval for the project in January 2011. CNNC noted that the total investment in units 1 and 2 exceeds CNY48 billion (USD6.6 billion).

However, with a change in plans, construction of two Russian-supplied VVER-1200 reactors as Xudabao units 3 and 4 began in July 2021 and May 2022, respectively.

The Xudabao plant is owned by Liaoning Nuclear Power Company Ltd, in which CNNC holds a 70% stake with Datang International Power Generation Company holding 20% and State Development and Investment Corporation owning 10%. The general contractor is China Nuclear Power Engineering Company Ltd, a subsidiary of CNNC.

Two further CAP1000 reactors are proposed for units 5 and 6 at the Xudabao plant.



A REALLY BAD IDEA

Kazakhstan to develop coal-powered "data centre valley"

Kazakhstan to develop coal-powered
Only by turning to dirty energy, in advance of the development of clean energy, can Kazakhstan meet its data centre development deadlines. / pixabay
By bne IntelliNews January 22, 2026

Kazakhstan has announced plans to develop a coal-powered "data centre valley" in northeastern region Pavlodar.

It would draw power from plants fired by coal mined in the coal-rich Ekibastuz basin, according to an announcement from President Kassym-Jomart Tokayev.

Kazakhstan is in a hurry to create a fully developed energy-thirsty digital economy by 2029. This year has been designated the country's Year of Digitalisation and Artificial Intelligence, while a Ministry of Artificial Intelligence and Digital Development was lately established to steer technological change.

“The introduction of digital solutions and AI technologies will improve the quality of public administration and industrial efficiency. But these plans require robust and sustainable energy infrastructure,” Tokayev said.

He argued that land and infrastructure for high-capacity data centres must be earmarked in advance, with the inclusion of reliable power suppies, cooling systems and security. The proposed data centre hub will be developed with the Pavlodar regional administration. The Ekibastuz coal basin is one of Kazakhstan’s largest energy resources.

Tokayev warned against delaying new power projects, cautioning that the development of nuclear energy alone would not meet demand. Kazakhstan’s first nuclear power station, planned with Russia’s Rosatom, is not expected to be operational until 2035.

Comparing data centres to metallurgical plants in terms of electricity consumption, the president said energy self-sufficiency was becoming a central pillar of economic policy. Current electricity generation of 123.1bn kilowatt hours a year would be insufficient to satisfy both industrial growth and ambitious plans for the delivery of digital infrastructure.

Kazakhstan is estimated to hold about 33bn tonnes of coal reserves, enough for roughly 300 years at current usage rates.

Tokayev instructed the government to submit proposals by March 20 to designate coal-fired generation as a national project. Planned developments include new thermal power plants in Kokshetau, Semey and Oskemen, the launch of a facility in Kurchatov and the expansion of GRES-2 alongside construction of GRES-3 in Ekibastuz.

The Case Against Declaring Artificial General Intelligence


  • Today’s AI systems fail badly in out-of-distribution scenarios, as shown by their inability to interpret real-world geopolitical crises.

  • Large language models reflect the ideological biases of their creators, undermining claims of neutral “general” intelligence.

  • The real economic opportunity lies in tightly governed artificial narrow intelligence, not in premature claims of AGI.

“AGI is here, now.”

That’s Sequoia Capital this week, one of Silicon Valley’s most legendary venture firms and a major OpenAI investor, declaring we’ve crossed the threshold into artificial general intelligence.

Their post also proclaims, in big bold letters, that they are “Blissfully Unencumbered by the Details”. When Sequoia speaks, the tech world listens. This post has dominated conversations across the AI builder community for days.

As a builder, venture investor, and AI scientist myself, I find their proclamation both deeply useful and profoundly dangerous.

Here’s what’s useful

Sequoia offers a functional definition of AGI: “the ability to figure things out. That’s it”. AI can now crawl through information, determine a path forward, and execute. The key shift, as they frame it, is AI moving from “talking” to “doing”. Harvey and Legora “function as associates,” Juicebox “functions as a recruiter,” OpenEvidence’s Deep Consult “functions as a specialist.” Those are their exact phrases, and I’m skeptical of the framing, but we’ll get to that.

They’re throwing down the gauntlet for builders, and this matters. AI systems can actually redline contracts now, genuinely reach out to prospects today. It’s a reminder to think bigger about what’s possible and that the horizon has expanded dramatically in just the last year.

I sent this post to my own co-founders, not to debate the philosophy, but I wanted to push us on Sequoia’s “doing” versus “talking” framework. We need to rise to this challenge ourselves.

However, calling these systems “AGI” is profoundly damaging, both to the credibility of the AI revolution and to its safe deployment. It obscures what AI agents can actually do today (hint: not general superintelligence) and offers zero guidance on how humans should interact with them (hint: don’t trust them blindly).

Let me give three examples that expose these systems’ real limitations.

AI systems cannot handle out-of-distribution situations

I wrote about this in my last column, but the Greenland crisis offers a live, unfolding example. I tested how GenAI tools, such as ChatGPT 5.2 with maximum “thinking and research” mode, would analyze the situation. Could these supposedly AGI systems help me understand a fast-moving geopolitical event?

They couldn’t even conceive of it happening.

I shared a screenshot of the Wikipedia page documenting the crisis. Every model told me it was fabricated, “bullshit”, impossible. When I pushed further, citing real news sources, ChatGPT kept telling me to “relax” – insisting “this is not a real crisis”.  The models are so anchored in the traditional norms of the Western Alliance, the system simply cannot output context that contradicts its training data, even when confronted with primary sources.

AI “thinking” fails when the situation sits outside its training distribution: gaslighting users instead of escalating uncertainty, refuses humility and keeps “reasoning” even when it’s wrong. If policymakers or politicians are using these tools to understand Greenland right now, that’s genuinely dangerous. 

AI systems reflect the beliefs of their builders

Nature article published two weeks ago showed exactly this. Researchers found that LLMs reflected the ideology of their creators. Mainland Chinese models were extremely favorable toward the PRC; Western models were deeply unfavorable.

Even within Western LLMs, the bias is stark. Grok (Elon Musk’s XAI model) showed negative bias toward the EU and multiculturalism, reflecting a right-wing agenda. Google’s Gemini, perceived as more liberal, was more favorable toward both.

The AI community now accepts this as fact: LLMs mirror the ideology of their labs. So how can we trust an AI agent has a “blank slate” to “figure something out”? Especially when it must trawl through vast, nuanced data?

Claims of AGI assume neutrality; or at least it should. The evidence says otherwise.

Deterministic versus non-deterministic systems

GenAI is deeply non-deterministic. The same prompt can produce slightly different outputs or vastly different ones.

Humans intuitively understand what should be fixed versus creative. My shirt size when ordering online? Deterministic. The pattern I choose today? Creative preference. Even the latest, most powerful models blur this line constantly. You’ve seen it: GenAI treating deterministic facts as speculative, creative inputs. 

This reveals a critical gap in meta-cognition – awareness of the thinking process itself. Without distinguishing what’s fixed from what’s generative, AI cannot reliably “figure things out”.

So what do we do?

We have tools at our disposal. First, choose narrower use cases where bias and out-of-distribution events are less likely. Second, ensure AI has full, personalised context anchored in reality – not agents running wild without grounding. As I’ve written before, context is king when it comes to AI agents. This also clarifies what should be deterministic versus generative. Third, deploy rules-based filters and observer agents that trigger human review when needed.

Finally, accept a fundamental truth: LLMs will always reflect their training data and their creators’ ideology.  LLMs (and their creators) are political actors, whether they want to be or not. As such, AI should be controlled by individual human users, not a system done to humans. Provenance matters – tracing every decision back to a human, no matter how many steps removed, is essential for governance and safety.

At the end of the day, I don’t care what we call it – just not AGI. What we have right now is generationally powerful: AI that can talk and act efficiently within narrow, well-defined frameworks. Guided by critical guardrails, deterministic filters, and human-in-the-loop processes, these systems will add trillions of dollars of value to our global economy.

Call it Artificial Narrow Intelligence. That’s the trillion-dollar opportunity available today.

By CityAM

 Trump's Energy Policy Backfires as Consumer Bills Soar

  • The average U.S. household electricity bill increased by 6.7 percent in 2025, with gas costs also rising by 5.2 percent, despite the President's campaign promises to drive down energy costs.

  • President Trump's executive orders upon his second term focused on expanding fossil fuels and curbing the Inflation Reduction Act, which led to stalled renewable energy projects and greater investor uncertainty.

  • The rise in U.S. energy demand, partly driven by support for large-scale data centers for AI, combined with the slow-down of new energy capacity development, is expected to continue driving up consumer energy bills.

Despite President Trump’s big promises of driving down consumer energy bills, the cost of energy actually rose for consumers in 2025. Throughout his electoral campaign and during his first year in office, Trump pledged to slash Americans’ energy bills. However, his new approach to energy seems to have done the opposite, with higher prices expected for 2026 and beyond. 

Upon entering office for his second term, President Trump announced a state of energy emergency, quickly passing executive orders to curb the rollout of former-President Biden’s 2022 Inflation Reduction Act and limit the deployment of renewable energy, to instead focus on expanding fossil fuels. This resulted in the pause of several wind energy projects across the U.S., as well as greater investor uncertainty in the clean energy sector, which stalled development. Meanwhile, the U.S. continues to expand its oil and gas operations and is prolonging the life of several of its coal plants.   

According to a Guardian analysis of data from the Energy Information Administration (EIA), the average household electricity bill in the U.S. was 6.7 percent higher in 2025 than in 2024. This equates to an average household spending of around $116 more in 2025 than in the previous year. Some states have seen energy bills increase at a faster pace than others, with Washington DC experiencing the more dramatic increase, with electricity costs at 23 percent higher in 2025. Indiana came in second, with a 17 percent increase. 

In addition to higher electricity bills, the cost of gas has also increased, by around 5.2 percent on average in the last year, according to EIA figures. This has led to an upsurge in disconnections for unpaid bills across several states. For example, the disconnection rate in New York State rose fivefold. This trend reflects the rising pressure on the consumer to choose between essentials, as the cost of groceries has also increased. 

The executive director of the National Energy Assistance Directors Association, Mark Wolfe, stated, “Instead of reducing electric bills by 50 percent, the president’s actions have raised the cost of home energy for all Americans.” Wolfe added, “It used to be the poorest Americans who struggled with their power bills, but now we are seeing more and more middle-income families who have to make sacrifices to avoid being shut off. But there’s a limit to how much people are able to sacrifice, which we are very concerned about.”

In recent weeks, Trump has claimed that the affordability crisis is a “hoax” and a “fake narrative” invented by his political enemies. The president has also suggested that 2025 was the “greatest first year in history” for the economy. 

As Trump focuses on expanding oil and gas production and keeping coal plants running, Americans are losing out on cheaper and cleaner sources, such as wind energy. Because coal-fired plants are increasingly costly and inefficient to run, delaying the decommissioning of several ageing U.S. plants is costing the consumer billions. Meanwhile, works have halted on several offshore wind energy projects over the past year, as Trump has restricted development in the sector, leading several companies to fight the move in court. 

 The projects that have been cancelled or delayed since Trump came into office have resulted in a loss of almost 25 GW of planned energy generation, which could have provided power to almost 13.2 million households, according to a Climate Power report published in December. 

Meanwhile, Trump’s broad support for large-scale data centres, to support the rollout of artificial intelligence (AI), has driven the U.S. energy demand to increase for the first time in decades. Greater pressure from consumers about rising bills and concerns over an energy supply gap has finally led the White House to call for an emergency wholesale electricity auction, aimed at forcing tech companies to pay for the new power they require to run giant data centres.

In addition to encouraging fossil fuel expansion, Trump has also shown support for nuclear power, with significant investments in a range of nuclear technologies. While new power plants could help provide vast quantities of clean power to consumers, they will take several years to develop, during which time there will likely be a power supply shortage if tech companies are given free rein. 

The increase in U.S. energy demand is expected to drive up consumer energy bills. While tech companies may be more than happy to pay a high price to get their data centre expansions approved, finding the energy needed to power normal households will be challenging. This is largely because the shift away from renewable energy expansion has slowed the development of new energy capacity. While investments in nuclear power may eventually help to fill this gap, it will likely take decades for them to make a meaningful impact. 

By Felicity Bradstock for Oilprice.com









Trump Slashes Clean Energy Loans, Bets Big on Gas and Nuclear

  • The Trump Administration is dismantling Biden-era clean energy financing, with the U.S. Department of Energy restructuring or canceling over $83 billion in loans.

  • The revamped Office of Energy Dominance Financing has cut or revised most prior commitments, de-obligating about $30 billion and revising $54 billion, while eliminating $9.5 billion in wind and solar projects in favor of gas, coal, and nuclear.

  • The shift has raised cost and reliability concerns, with the American Clean Power Association warning that sidelining clean energy could add up to $360 billion in power costs across PJM states over the next decade.

The Trump Administration continues to revise, restructure, and cancel billions of U.S. dollars of Biden-era loans and funding commitments to clean energy projects as the United States shifted its policy to supporting fossil fuels and nuclear power as part of its energy dominance agenda.

In the latest instalment of canceled or revised funding, the Department of Energy this week announced that the Office of Energy Dominance Financing (EDF), previously known as the Loan Programs Office (LPO), is restructuring, revising, or eliminating more than $83 billion in what it called “Green New Scam” loans and conditional commitments from the Biden-era loan portfolio.

EDF has reviewed in the past year each borrower of these funds “to ensure loans were a responsible investment of taxpayer dollars and aligned with the Administration’s priorities,” the Department of Energy said.


EDF is reforming the office to more responsibly steward taxpayer dollars and support financing opportunities that accelerate the deployment of affordable, reliable, and secure American energy.

For the Trump Administration, affordable, reliable, and secure energy means fossil fuels and nuclear power, and excludes solar and wind capacity projects.

The Biden Administration has committed over $104 billion in financing, of which $85 billion was closed or committed between Election Day 2024 and Inauguration Day 2025, DOE said.

“We found more dollars were rushed out the door of the Loan Programs Office in the final months of the Biden Administration than had been disbursed in over fifteen years,” Energy Secretary Chris Wright said.

Out of the $104 billion in Biden-era principal loan obligations, EDF has completed or is in the process of de-obligating over $29.9 billion (about 29%) and has completed or is in the process of revising another $53.6 billion (approximately 51%) of this total.

EDF has also eliminated about $9.5 billion in government-subsidized, intermittent wind and solar projects, and, where possible, replacing those projects with natural gas and nuclear uprates that provide more affordable and reliable energy, DOE said.

The financing vehicle now has more than $289 billion in available loan authority, and the restructuring of the priorities of the loan office means that EDF will be backing six energy sectors. These are nuclear energy; coal, oil, gas, and hydrocarbons; critical materials and minerals; geothermal energy; grid and transmission; and manufacturing and transportation.

The latest axing of Biden-era loans to energy projects shouldn’t be a surprise. The Trump Administration has been looking for ways to cancel billions of dollars of commitments to clean energy projects, including solar, wind, and EV production. Hundreds of projects worth dozens of billions have been terminated since President Donald Trump took office a year ago.

In the year since Inauguration Day, the Trump Administration has made abundantly clear that it will back fossil fuels and gas for affordable and reliable energy and will look to degrade solar and wind as contributors to meeting America’s surging power demand—the highest demand growth since the 1990s, due to AI, data centers, and advanced manufacturing.

Earlier this month, the Trump Administration gave the latest signal that it prefers natural gas, coal, and nuclear power to provide the bulk of new generation supporting the data center build-out.

Energy Secretary Wright, Interior Secretary Doug Burgum, and the bipartisan group of governors of all 13 states served by PJM Interconnection issued a so-called Statement of Principles urging the biggest U.S. power grid operator to hold a capacity auction, in which leading technology companies have committed to funding this new generation capacity.

Coal, natural gas, and nuclear will be the pillars of the new U.S. power capacity, providing reliable baseload, and ending years of “misguided policies” that favored intermittent energy resources such as solar and wind power, the U.S. Administration said.

Following the call on PJM for a capacity auction, the American Clean Power Association (ACP) said in an analysis that without timely deployment of significant new clean energy resources, Mid-Atlantic and Midwest states “face serious reliability risks and dramatically higher electricity costs over the next decade.”

The mismatch between immediate demand growth and the lead time of new conventional generation means that, without new clean energy development, ratepayers across nine PJM states would pay an additional $360 billion over the next ten years, driven primarily by higher wholesale electricity prices. The average residential household would see $3,000 to $8,500 in additional electricity costs over the next decade, ACP estimates.

“To keep the lights on and power economic growth, PJM needs resources that can be built quickly, operate reliably, and protect customers from surprises on their electric bills,” said John Hensley, Senior Vice President of Markets and Policy Analysis at ACP.

By Tsvetana Paraskova for Oilprice.com