The February 15, 2026 transport of the Valar Atomics Ward 250 microreactor on three U.S. Air Force C-17s from California to Utah received considerable attention and raised the profile of the nuclear reactor development activities of the Department of Defense. While Valar is not a DoD reactor vendor, its collaboration with the Air Force in this case…
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Public Next-Gen Nuclear Stock Performance Tracker
When the Trump administration arrived in January 2025 it made expanding U.S. nuclear power a major item on its “energy dominance” agenda. It now has identified 8 Big Wins in its first year, including “Unleashing American-Made SMRs” and forging ahead with advanced reactors. There are a significant number of these types of next-generation reactors under development. Many…
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A Nuclear Power Perspective for 2026
A longer version of this article was published by The Center for the National Interest and it can be found here. The United States’ approach to nuclear energy in 2025 was characterized by typical Trumpian bravado. It offered expansive executive orders, a dose of new reactor rugged individualism, and a warm embrace of government-financed projects.…
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National Security Impact of Irrational Nuclear Energy Exuberance
A longer version of this article was published by The Center for the National Interest and it can be found here. Nuclear energy evangelists becoming multi-millionaires and paper billionaires based on yet-to-be-proven projects represents the essence of the market’s power and the risk-taking that is required to resurrect America’s nuclear industry. But if this process leads to an irrationally exuberant…
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