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Global Nuclear☢️ Power Boom📈 | FEED

NuclearID

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South Carolina approves AP1000 nuclear reactor units at the V.C. Summer site in Fairfield County. The LOI starts a six week feasibility phase, joint selection of a project manager, evaluation of construction providers, and advanced offtake talks aimed at an MOU.

Santee Cooper states the goal is completion with private money and no ratepayer or taxpayer expense, with about 2,200 MW of carbon free capacity targeted. Westinghouse involvement is anticipated, and Centerview Partners and J.P. Morgan are advising.


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Japan’s nuclear industry is openly talking about building new reactors for the first time since Fukushima. Kansai Electric has started surveys for a new reactor in western Japan, and Tokyo’s long term goal is nuclear supplying about 20 percent of the grid by 2040, up from under 10 percent now. Industry and government are both tying this to runaway electricity demand from AI and data centers.

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U.S. Nuclear Power Policy Shift: The White House to cut nuclear plant approvals from more than 10 years down to about 18 months.

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Plans to shift the federal regulator to be more pro build, and allow new reactors on federal land like military bases. The stated goal is to get enough nuclear online to power AI data centers, national security projects, and industrial loads without blackouts.

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South Korea's Hyundai Engineering says it signed a nuclear power plant design deal with U.S. developer Fermi America to work on four commercial reactors in Texas. Hyundai calls this its first U.S. nuclear contract, and Fermi says the reactors will anchor an 11 GW private power system for AI-scale demand.

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France’s EDF finalized financing for the UK Sizewell C Nuclear Plant, two EPR reactors, backed by a £5B export credit guarantee from Bpifrance and UK National Wealth Fund debt. EDF will invest up to £1.1B and hold 12.5%. This locks in a major civil nuclear build, sustaining French suppliers and adding UK baseload capacity.

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Rosatom says Kudankulam Unit 3 is in pre-commissioning with preparations underway for a key milestone, testing of safety systems on an “open reactor.” In parallel, construction and equipment deliveries continue at Unit 4, and Units 5-6 are actively under construction.

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Niigata’s governor met the Kashiwazaki and Kariwa mayors today regarding TEPCO’s Kashiwazaki-Kariwa nuclear power plant, often described as the world’s largest by capacity. Both mayors signaled willingness to accept a restart, and the governor said he “won’t take long,” with a decision possible this month. A new prefectural survey found 61% of nearby residents say restart conditions are not yet met.


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