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      <title><![CDATA[USTDA Funds Thai SMR Study Targeting 600 MWe]]></title>
      <link>https://smrintel.com/news/ustda-egat-thai-smr-feasibility-study-600-mwe</link>
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      <pubDate>Wed, 16 Sep 2026 11:46:12 GMT</pubDate>
      <description><![CDATA[USTDA grants EGAT a vendor-neutral SMR feasibility study covering six US reactor designs for a ~600 MWe Thai deployment.]]></description>
      <category>market</category>
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    <item>
      <title><![CDATA[Red Book 2026: Uranium Investment Must Double by 2050]]></title>
      <link>https://smrintel.com/news/red-book-2026-uranium-investment-must-increase</link>
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      <pubDate>Tue, 15 Sep 2026 19:36:30 GMT</pubDate>
      <description><![CDATA[OECD NEA and IAEA's 2026 Red Book: 418 reactors need 64,500 MTU/yr now; demand could hit 143,900 MTU by 2050.]]></description>
      <category>market</category>
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      <title><![CDATA[Red Book 2026: 8.1M tU Identified, Supply Gap Looms]]></title>
      <link>https://smrintel.com/news/red-book-2026-uranium-resources-supply-gap</link>
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      <pubDate>Mon, 14 Sep 2026 13:35:12 GMT</pubDate>
      <description><![CDATA[IAEA/NEA Red Book: 8.1M tU identified globally, 2024 production highest since 2006, but investment gap threatens future supply.]]></description>
      <category>market</category>
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    <item>
      <title><![CDATA[NuScale vs GE Vernova: Cramer Picks Revenue Over Promise]]></title>
      <link>https://smrintel.com/news/nuscale-ge-vernova-cramer-ai-power-demand-2026</link>
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      <pubDate>Wed, 09 Sep 2026 13:55:00 GMT</pubDate>
      <description><![CDATA[NuScale posted $75K in Q2 revenue vs GE Vernova's $11.1B. Cramer's call reflects a real commercial gap.]]></description>
      <category>market</category>
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    <item>
      <title><![CDATA[India's Private Nuclear Players Back 700 MWe PHWRs Over SMRs]]></title>
      <link>https://smrintel.com/news/india-private-nuclear-phwr-smr-preference-2026</link>
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      <pubDate>Sat, 22 Aug 2026 05:33:08 GMT</pubDate>
      <description><![CDATA[India's private entrants prefer the proven 700 MWe PHWR over SMRs, citing 90-95% domestic supply chain and regulatory clarity.]]></description>
      <category>market</category>
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    <item>
      <title><![CDATA[Urenco: EU Russian Fuel Ambiguity Hits Investment]]></title>
      <link>https://smrintel.com/news/urenco-eu-russian-nuclear-fuel-uncertainty-delays-investment-2026</link>
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      <pubDate>Fri, 14 Aug 2026 10:20:48 GMT</pubDate>
      <description><![CDATA[Urenco CEO warns EU policy ambiguity on Russian fuel is slowing enrichment investment, even as H1 2026 order book rises 28%.]]></description>
      <category>market</category>
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    <item>
      <title><![CDATA[Constellation Signs 920 MW in Nuclear PPAs in Q2 2026]]></title>
      <link>https://smrintel.com/news/constellation-920mw-nuclear-ppas-crane-restart-q2-2026</link>
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      <pubDate>Thu, 13 Aug 2026 14:39:09 GMT</pubDate>
      <description><![CDATA[Constellation secured ~920 MW in 15-to-20-year nuclear PPAs in Q2 2026, including a 176 MW Walmart deal at Dresden.]]></description>
      <category>market</category>
    </item>
    <item>
      <title><![CDATA[SMR Industry Roundup August 2026]]></title>
      <link>https://smrintel.com/news/smr-industry-roundup-august-2026</link>
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      <pubDate>Thu, 06 Aug 2026 14:31:00 GMT</pubDate>
      <description><![CDATA[Nine deals in one week: NuScale I&C, mPower revival, Oklo acquires ARMEC, TerraPower UK GDA — August 2026 SMR roundup.]]></description>
      <category>market</category>
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    <item>
      <title><![CDATA[EIA 2025 Uranium Report: $58.46/lb Average, Supply Gaps]]></title>
      <link>https://smrintel.com/news/eia-2025-uranium-marketing-annual-report-prices-supply</link>
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      <pubDate>Wed, 05 Aug 2026 12:12:04 GMT</pubDate>
      <description><![CDATA[EIA 2025 uranium report: U.S. reactors paid $58.46/lb avg, spot hits $86.36. Russia still holds 26% of U.S. enrichment.]]></description>
      <category>market</category>
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    <item>
      <title><![CDATA[Germany Funds Three Fusion Hubs with €125M First Tranche]]></title>
      <link>https://smrintel.com/news/germany-fusion-hubs-125-million-vega-stride-mat-trix</link>
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      <pubDate>Thu, 30 Jul 2026 12:17:12 GMT</pubDate>
      <description><![CDATA[Germany launches €125M first-round funding for three fusion hubs under Fusion 2040, targeting a domestic fusion plant by 2040.]]></description>
      <category>market</category>
    </item>
    <item>
      <title><![CDATA[Nuclear Needs $250B Per Year to Hit 1,446 GWe by 2050]]></title>
      <link>https://smrintel.com/news/world-nuclear-investment-guide-250-billion-annual-6-trillion</link>
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      <pubDate>Wed, 29 Jul 2026 17:09:31 GMT</pubDate>
      <description><![CDATA[WNA's inaugural Investment Guide says nuclear needs $250B/year — triple current flows — to reach 1,446 GWe by 2050.]]></description>
      <category>market</category>
    </item>
    <item>
      <title><![CDATA[CEG vs CCJ: 10-Year Nuclear Stock Outlook]]></title>
      <link>https://smrintel.com/news/constellation-energy-cameco-10-year-nuclear-stock-outlook-2026</link>
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      <pubDate>Tue, 21 Jul 2026 10:15:11 GMT</pubDate>
      <description><![CDATA[CEG targets 20%+ annual EPS growth through 2029. Cameco trades at 82x trailing earnings. Here's the 10-year math.]]></description>
      <category>market</category>
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    <item>
      <title><![CDATA[Pelican Energy Acquires Riggins for Naval Nuclear Supply]]></title>
      <link>https://smrintel.com/news/pelican-energy-partners-acquires-riggins-naval-nuclear-fabrication</link>
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      <pubDate>Mon, 20 Jul 2026 17:06:09 GMT</pubDate>
      <description><![CDATA[Pelican Energy Partners acquires Hampton, VA metal fabricator Riggins Company to expand nuclear naval shipbuilding supply chain capacity.]]></description>
      <category>market</category>
    </item>
    <item>
      <title><![CDATA[Blue Energy Raises $380M for SMR Push in Maryland]]></title>
      <link>https://smrintel.com/news/blue-energy-380-million-smr-maryland-q2-2026</link>
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      <pubDate>Mon, 20 Jul 2026 10:00:00 GMT</pubDate>
      <description><![CDATA[Blue Energy secured $380M in Q2 2026, driving Maryland's venture total to $460M — a 189% quarterly jump.]]></description>
      <category>market</category>
    </item>
    <item>
      <title><![CDATA[Standard Nuclear Raises $150M in Downsized TRISO IPO]]></title>
      <link>https://smrintel.com/news/standard-nuclear-stdn-ipo-150-million-triso-fuel</link>
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      <pubDate>Thu, 16 Jul 2026 04:00:00 GMT</pubDate>
      <description><![CDATA[Standard Nuclear prices STDN IPO at $15/share, raising $150M — well below its original $18–$21 target range.]]></description>
      <category>market</category>
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    <item>
      <title><![CDATA[Holtec Nuclear IPO Filing Shows $577M 2025 Revenue]]></title>
      <link>https://smrintel.com/news/holtec-nuclear-ipo-sec-filing-2025-revenue</link>
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      <pubDate>Tue, 14 Jul 2026 04:20:51 GMT</pubDate>
      <description><![CDATA[Holtec Nuclear files for IPO revealing $577M 2025 revenue, $434M net income, and SMR-300 ambitions at Palisades.]]></description>
      <category>market</category>
    </item>
    <item>
      <title><![CDATA[Ukraine Lends $12.4M to Boost Uranium Ore Output]]></title>
      <link>https://smrintel.com/news/ukraine-loan-eastern-mining-processing-plant-uranium-ore</link>
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      <pubDate>Mon, 13 Jul 2026 08:47:53 GMT</pubDate>
      <description><![CDATA[Ukraine's cabinet approves UAH555M ($12.4M) loan to the Eastern Mining and Processing Plant to expand uranium ore extraction and oxide output.]]></description>
      <category>market</category>
    </item>
    <item>
      <title><![CDATA[Advanced Nuclear Deals: 8 Moves Reshaping the Sector]]></title>
      <link>https://smrintel.com/news/advanced-nuclear-deals-july-2026-industry-update</link>
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      <pubDate>Thu, 09 Jul 2026 14:36:05 GMT</pubDate>
      <description><![CDATA[Eight deals across microreactors, molten salt, sodium fast, and lead-cooled designs signal a sector accelerating toward commercial deployment.]]></description>
      <category>market</category>
    </item>
    <item>
      <title><![CDATA[Nuclear Investment Surge: Cameco and Centrus Lead $2.1B Capital Wave]]></title>
      <link>https://smrintel.com/news/nuclear-investment-surge-cameco-centrus-capital-wave</link>
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      <pubDate>Mon, 15 Jun 2026 08:40:00 GMT</pubDate>
      <description><![CDATA[Nuclear sector attracts $2.1B in new capital as uranium prices hit $95/lb and HALEU demand accelerates data center deployments.]]></description>
      <category>market</category>
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    <item>
      <title><![CDATA[NuScale vs Oklo Stock Analysis Misses Key Technical Fundamentals]]></title>
      <link>https://smrintel.com/news/nuscale-oklo-stock-comparison-technical-analysis</link>
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      <pubDate>Mon, 01 Jun 2026 06:28:54 GMT</pubDate>
      <description><![CDATA[Financial comparison overlooks crucial reactor deployment timelines and regulatory milestones that determine SMR investment value.]]></description>
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