Uranium & Nuclear Energy Corner
Thursday, 2026-09-24 · covering the last 24h
Upstream — mining & supply
Greenridge wraps its summer field program on the Denison-operated Hook-Carter project, sharpening 2027 drill targets. Greenridge Exploration said it has completed its 2026 summer exploration program at Hook-Carter, in the southwestern Athabasca Basin, a project 75%-owned and operated by Denison Mines that sits along the interpreted northeastern strike extension of the Patterson Lake Corridor — the same trend hosting NexGen's Arrow deposit and Paladin ground. The results firm up targeting along the Derkson Corridor for a prospective 2027 drill program rather than triggering any near-term resource change; a modest, dated item on an otherwise quiet upstream day. Greenridge release
Midstream — conversion, enrichment & fuel
No material conversion, enrichment or fuel-fabrication news broke in this window.
Nuclear energy — reactors, industry & demand
Westinghouse-Bechtel and Poland's PEJ agree the main commercial terms for the country's first nuclear plant. The Bechtel-Westinghouse consortium and Polskie Elektrownie Jądrowe have agreed the principal commercial and legal terms of the EPC contract for three AP1000 units (3,750 MW total) at Poland's first nuclear plant, with detailed exhibits still to be finalised; both sides are targeting completion of the full contract by year-end, with first power to the Polish grid still slated for 2036. Bechtel release · World Nuclear News
Italy's Senate gives final approval to a return to nuclear power, four decades after its post-Chernobyl exit. The bill cleared the upper house 81-51 with seven abstentions, having already passed the Chamber of Deputies; it doesn't authorise any specific reactor but sets a legal framework and gives the government 12 months to draft implementing decrees on licensing, safety standards, waste management and siting, with the policy focus on SMRs and other advanced designs rather than large legacy plants. AP, via ABC News
USTDA funds a roadmap study for Turkish SMR deployment. The US Trade and Development Agency signed a roughly $2m grant agreement with Türkiye's state nuclear developer TÜNAŞ to fund a year-long technical study evaluating SMR designs from four US vendors and five other next-generation reactor designs on cost, licensing, supply chain and financing grounds, feeding the regulatory and financial roadmap Ankara needs to hit its goal of 5,000 MWe of SMR capacity by 2050. USTDA release · World Nuclear News
The Chatter
David Schlissel (IEEFA), via nuclear-news.net: pushing back on the SMR-momentum narrative built around this month's IAEA forecast upgrade, Schlissel argues the core promise proponents lean on — that small reactors will be economically competitive — still isn't holding up against the actual cost experience of the first units being built, and that capital going into SMRs comes at the expense of cheaper wind, solar and storage available today. His view, not this desk's. Post
Courtney Carlsen (The Motley Fool): argues the investment case for Constellation shouldn't be reduced to its hyperscaler AI headlines — the real asset is a 22 GW nuclear fleet, roughly double the next-largest operator's, that throws off reliable baseload cash flow regardless of how any one data-centre deal plays out. Her framing, not this desk's. Post
Informational only — summaries of public sources and third-party commentary; not investment advice.