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Nuclear: 5 things to look for in 2026
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Report summary
This report examines five key themes to watch in the nuclear space in 2026, ranging from lifetime expansions and plant restarts to SMR pipeline materialisation, enrichment capacity expansion, policy support frameworks, and fusion investment opportunities.
Table of contents
- 1. Conventional nuclear: AI will drive more lifetime expansion and plant restarts
- 2. SMR: moving past announcements into concrete FID
- 3. Policy support: licensing reform in the US will address critical hurdles for new projects
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4. Supply chain: US enrichment capacity to expand but not match demand
- US enrichment demand vs operational capacity, million SWU
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5. Nuclear fusion: investments set to exceed US$12.3 billion
- Investments in nuclear fusion until 2025 and 2026 projection, US$ million
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