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Exponential Technology Report 2026: Advanced Nuclear and Next-Generation Fission

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ReportsXT-15

Exponential Technology

Advanced Nuclear and Next-Generation Fission 2026

Baseline Edition 2026NR-XTECH-FISSION-GLOBAL-2026-BASELINEGCRI for the Nexus Consortium

Imprint

Editor
Saeed Valadbaygi, Chief Steward and Managing Editor, the Global Centre for Risk and Innovation (GCRI)
Publisher of record
The Global Centre for Risk and Innovation (GCRI) for the Nexus Consortium, Toronto
Report number
NR-XTECH-FISSION-GLOBAL-2026-BASELINE
Evidence close
30 September 2026, cut DC-XTECH-FISSION-GLOBAL-2026-B0
Status
Draft under stewardship review; not yet released
DOI and UNI
Issued at deposit
Licence
CC BY 4.0 for Nexus-authored text, tables and figures; third-party material keeps its own licence
Cite as
Valadbaygi, S. (Ed.). (2026). Exponential Technology Report 2026: Advanced Nuclear and Next-Generation Fission (Baseline Edition 2026, Report No. NR-XTECH-FISSION-GLOBAL-2026-BASELINE) [Draft under review]. The Global Centre for Risk and Innovation (GCRI). https://therisk.global/nexus-reports/editions/xt-15/

Contents

  1. ·

    Executive summary

  2. 1

    Chapter 1. Advanced nuclear is firm infrastructure and a delivery test

  3. 2

    Chapter 2. Key findings

  4. 3

    Chapter 3. Systems and sectors at baseline

  5. 4

    Chapter 4. Risks and capability

  6. 5

    Chapter 5. Fuel supply gap while first-of-a-kind units are delayed

  7. 6

    Chapter 6. Readings from the other desks

  8. 7

    Chapter 7. The 2027 agenda

  9. 8

    Chapter 8. Systems in depth

  10. A

    Annex A. Methodology

  11. B

    Annex B. Data appendix

  12. C

    Annex C. References and record

Executive summary

The edition on a few pages: the abstract, the key messages, the headline finding and what each steward reads in it.

7 min read1 figure0 tables13 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

S.1Abstract

Advanced nuclear fission matters to the Nexus programme as firm power infrastructure and as a test of how fast a regulated industry can deliver new designs. The fleet is large and old: 443 operable reactors with 405,667 MWe of net capacity supplied about 9% of world electricity in 2025, and 80 more were under construction1. Next-generation designs are at the demonstration stage. The US Department of Energy reported that four test reactors reached zero-power criticality under its pilot program by 4 July 2026, against a goal of three67. The US Nuclear Regulatory Commission issued a construction permit in March 2026 for a 345 MWe sodium-cooled fast reactor in Wyoming, the first such permit for a commercial non-light-water power reactor89. Policy is moving fast. Executive orders of May 2025 set a goal of 400 GW of US nuclear capacity by 20503, and a final rule for a technology-inclusive licensing framework was published in 202610. The binding inputs are fuel, cost and time. Fuel for many new designs is high-assay low-enriched uranium, and DOE estimates demand could reach 50 tonnes a year by 203511. Recent large reactors ran far over their first estimates1517, and a peer-reviewed study found that none of 15 small reactor concepts competed with existing renewables on its assumptions2526. This baseline sets out what the evidence supports and where it is thin. It forecasts no delivery date and orders no country or vendor.

S.2Key messages

Six readings that frame the advanced nuclear baseline, and the eight questions this edition answers, each with its status and source.

  1. 443 operable reactors with 405,667 MWe, about 9% of world electricity, in 2025.1

    How large is the nuclear fleet?Reported

  2. Four DOE-authorized test reactors reached zero-power criticality by 4 July 2026; no commercial advanced power reactor was found operating.67

    Are advanced reactors operating?Reported

  3. A construction permit for a 345 MWe sodium-cooled reactor in March 2026.89

    What did the NRC license?Reported

  4. Part 53, an optional technology-inclusive framework published in 2026.10

    What is the new licensing route?Reported

  5. HALEU, enriched to 5% up to less than 20% U-235; DOE sees demand up to 50 tonnes a year by 2035.11

    What fuel do many new designs need?Reported

  6. Rosatom held about 42.8% of 2025 capacity; the US bars Russian low-enriched uranium imports from August 2024, with waivers.12

    Who supplies enrichment?Reported

  7. Recent large units ran far over first estimates; small-reactor costs are modelled and contested.1525

    What do reactors cost?Reported

  8. Whether announced schedules meet delivered units, with fuel supply as the limit. SCN-XT15-FUE-01

    What will 2027 test first?Expert input

S.3Headline finding

ReportedEQL 4NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-INF-003

The US NRC issued a construction permit in March 2026 for the Natrium reactor at Kemmerer, Wyoming: a 345 MWe sodium-cooled fast reactor with a molten-salt storage system that can raise output to 500 MW.

Figure S.1Natrium reactor ratings, 2026
ItemBar, scaled to the largest valueValue
Base output (MWe)345
Output with storage (MW)500

Source: US Department of Energy release of March 20268. The release gives the boosted figure in megawatts, not MWe.

A commercial non-light-water power reactor has passed construction licensing in the United States. The NRC review ran 18 months against an initial 27-month schedule9. The permit does not cover operation: an operating licence application is still needed, and completion is expected in 20309.

S.4At a glance

443reactors

operable worldwide, 20251

80reactors

under construction, 20251

4test reactors

critical under the DOE pilot, 20267

345MWe

Natrium permit, 20268

50tonnes a year

DOE HALEU demand estimate for 203511

400GW

US capacity goal for 2050, 2025 order3

S.5What each steward reads in it

GCRI · KEY T

Technical Truth

The evidence supports reading advanced nuclear as firm infrastructure at baseline and as a delivery test for the next decade.

GRF · KEY M

Public Meaning

For most people the story arrives as a headline about a test reactor, an executive order or a data-centre deal.

GRA · KEY F

Capital Meaning

Readiness implications only. Recent large units ran far over first estimates, and small-reactor costs are modelled and contested.

NEXUS

Synthesis

Advanced nuclear is well described by permits and announcements and thinly measured as a system.

S.6What this edition is, and is not

What this edition is

A baseline: the 2026 state of advanced nuclear and next-generation fission and the couplings through which it carries risk into other systems. It synthesises published evidence and ranks no country, company or asset.

What it is not

Not a forecast of when any reactor will operate, a technology comparison, an endorsement of any vendor or an assessment of any programme. Licensing, safeguards, fuel policy and funding are decisions of competent authorities.

What comes next

National, regional and sector evidence feeds the 2027 advanced nuclear edition through the federation. Each edition reports what changed against this baseline: observations, source revisions, method changes, scenario updates and corrections.

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 1World Nuclear Association (ed.), Nuclear Power in the World Today (information library page; 443 operable reactors, 405,667 MWe net, about 9% of world electricity, 80 under construction with 87,813 MWe gross; electricity data for 2025). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  2. 6American Nuclear Society (ed.), The deadline arrives: checking in on the Reactor Pilot Program (news article, 2 July 2026; criticality by Antares 4 June, Valar 18 June, Deployable Energy 1 July; ten companies selected in August 2025; status of the remaining participants). American Nuclear Society, La Grange Park. Observation year 2026. Accessed 2026-11-03.back
  3. 7US Department of Energy (ed.), Department of Energy Celebrates Fourth Criticality Ahead of July 4th Goal (press release, 6 July 2026; Aalo-X, Mark-0, Ward 250 and Unity; zero-power fueled criticality; agency announcement). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  4. 8US Department of Energy, Office of Nuclear Energy (ed.), NRC Issues Construction Permit for TerraPower’s Natrium Advanced Reactor (article, 9 March 2026; 345 MWe sodium-cooled fast reactor, storage lifts output to 500 MW; Kemmerer Unit 1, Wyoming; operating licence separate). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  5. 9World Nuclear News (ed.), NRC issues construction permit for first Natrium plant (news report, 5 March 2026; 18-month review against 27 months initially; completion expected 2030). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  6. 3The White House (ed.), Ordering the Reform of the Nuclear Regulatory Commission, Executive Order 14300, 23 May 2025 (goal of 400 GW by 2050 from about 100 GW in 2024; 18-month limit for new reactor decisions; 1-year limit for continued operation). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  7. 10US Nuclear Regulatory Commission (ed.), 10 CFR Part 53 rulemaking page (final rule 91 FR 15696; risk-informed, performance-based, technology-inclusive framework; background in NEIMA and the ADVANCE Act). US Nuclear Regulatory Commission, Rockville. Observation year 2026. Accessed 2026-11-03.back
  8. 11US Department of Energy, Office of Nuclear Energy (ed.), What is high-assay low-enriched uranium (HALEU)? (article of 3 December 2024; enrichment 5% to less than 20% U-235; demand could reach 50 metric tons a year by 2035; Piketon more than 100 kg enriched). US Department of Energy, Washington. Observation year 2024. Accessed 2026-11-03.back
  9. 15World Nuclear Association (ed.), Nuclear Power in the USA (country profile; 94 operable reactors, 96,952 MWe; Vogtle 3 and 4 cost estimates; Kemmerer permit March 2026; Clinch River construction licence September 2026; Palisades and Crane restart status; page states three reactors critical by July 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  10. 17World Nuclear Association (ed.), Nuclear Power in the United Kingdom (country profile, first 100,000 characters read; Rolls-Royce SMR delivery contract April 2026 for three Wylfa units with up to GBP 599 million loan financing; Hinkley Point C GBP 35 billion in 2015 prices, February 2026; Sizewell C). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  11. 25Steigerwald, B., Weibezahn, J., Slowik, M. and von Hirschhausen, C., Uncertainties in estimating production costs of future nuclear technologies: a model-based analysis of small modular reactors, Energy 281, 128204, 2023 (abstract page read). Elsevier, Amsterdam. Observation year 2023. Accessed 2026-11-03.back
  12. 26Steigerwald, B. et al., Future nuclear fission reactors: uncertainties, the effect of parameter choice and an application to small modular reactor concepts, Safety of Nuclear Waste Disposal 2, 217, 2023 (abstract page read; 15 concepts; none competes with existing renewables on its assumptions). Copernicus Publications, Gottingen. Observation year 2023. Accessed 2026-11-03.back
  13. 12World Nuclear Association (ed.), Uranium Enrichment (information library page; capacity table from the WNA Nuclear Fuel Report 2025: 68.076 million SWU in 2025, Rosatom 29.133, Urenco 17.300, CNNC 13.789 estimated, Orano 7.500; US ban on Russian low-enriched uranium from August 2024). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back

Advanced nuclear is firm infrastructure and a delivery test

Part I describes systems and their couplings. It ranks no country or operator and assesses no authority.

6 min read2 figures1 table11 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

1.1The questions this part answers

Key questions

  • Where is advanced nuclear risk concentrated?
  • Which couplings carry advanced nuclear shocks into other systems?
  • Which advanced nuclear capabilities hold under compound stress?
  • What must 2027 evidence measure first?

In this part

  • Narrative
  • Headline finding
  • Lead figure
  • Five footprint and governance chapters
  • Twelve-domain reading
  • Sector screens
  • Dependency matrix
  • Risk objects
  • Capability ladder
  • Scenario
  • Three lenses
  • Portfolio

1.2The argument

Advanced nuclear is usually discussed as a technology race. The 2026 evidence reads it as two things at once: a physical infrastructure that needs fuel, sites, cooling and waste routes, and a test of how fast a regulated industry can deliver designs that have not yet run commercially1811.

The fleet is the base. In 2025 there were 443 operable reactors with 405,667 MWe, about 9% of world electricity, and 80 reactors under construction1. Next-generation designs are small beside it. Four test reactors reached zero-power criticality by 4 July 2026, and one sodium-cooled power reactor holds a construction permit78.

Policy and licensing are moving. Executive orders of May 2025 set a goal of 400 GW of US capacity by 20503, and the NRC published a final Part 53 rule in 202610. Goals are intentions, not capacity.

Fuel, cost and waste are the least settled parts. HALEU demand is an estimate against a small current supply11, enrichment capacity is concentrated12, recent large units ran far over cost1517, and peer-reviewed studies of small reactors on cost and waste are model-based and contested2527.

Figure 1.1How concentrated is world enrichment capacity? Million SWU a year, 2025

Four operators hold nearly all enrichment capacity, and one holds about 43% of the 2025 total. The China figure is an estimate that assumes enough capacity is built for its own fleet. Capacity is not output12.

ItemBar, scaled to the largest valueValue
Rosatom29.133
Urenco17.3
CNNC (estimate)13.789
Orano7.5
Other (INB, JNFL)0.355

Source: as cited in the note to this figure. Year 2025.

Figure ID FIG-XTECH-FISSION-GLOBAL-2026-BASELINE-01-003

68.076million SWU

world capacity, 202512

42.8%

Rosatom share, derived12

77.784million SWU

projected capacity, 203012

2024August

start of the US ban on Russian low-enriched uranium12

1.3Twenty couplings between five systems

The advanced nuclear-centred matrix types the twenty couplings between the five core systems, read for their advanced nuclear content. Strengths are Nexus estimates (ESTIMATED) from the cited evidence and analogue events; they set the graph that 2027 evidence will test.

Figure 1.2Couplings between the five systems

Each line is one coupling from one system to another, drawn by the strength the edition assigns. Strengths are Nexus estimates from the cited evidence and analogue events.

  • Strong
  • Moderate
  • Weak

Source: this edition’s coupling matrix (Table 1.1); status Estimated.

Table 1.1Coupling matrix: from the row system to the column system
From, toWATENEFOOHLTBIO
WAT Water·WEAK
no documented link
WEAK
no documented link
WEAK
no documented link
WEAK
no documented link
ENE EnergyWEAK
reactor cooling, not quantified
·WEAK
process heat, undocumented
WEAK
isotope supply, undocumented
WEAK
no documented link
FOO FoodWEAK
no documented link
WEAK
no documented link
·WEAK
no documented link
WEAK
no documented link
HLT HealthWEAK
no documented link
WEAK
workforce
WEAK
no documented link
·WEAK
no documented link
BIO BiodiversityWEAK
no documented link
WEAK
no documented link
WEAK
no documented link
WEAK
no documented link
·
Strength: strong, moderate or weak; a Nexus estimate (status Estimated) from cited evidence and analogue events. The scale is defined in Annex A.

Transmission paths

  1. 01

    TRD → MIN → ENE

    Concentrated enrichment and fuel supply limit new reactor fuel.

    Reported enrichment table and HALEU page1112

  2. 02

    FIN → INF

    Cost overruns and financing terms set the pace of construction.

    Reported Vogtle and Hinkley Point C records1517

  3. 03

    GOV → INF

    Licensing frameworks and goals shape what is permitted and built.

    Reported Part 53 and executive orders310

  4. 04

    INF → ENE

    Delivered units add firm capacity only after first power.

    Inferred fleet and construction counts1

  5. 05

    ENE → WAT

    Siting and cooling tie plants to water sources.

    Inferred not quantified in sources opened

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 1World Nuclear Association (ed.), Nuclear Power in the World Today (information library page; 443 operable reactors, 405,667 MWe net, about 9% of world electricity, 80 under construction with 87,813 MWe gross; electricity data for 2025). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  2. 8US Department of Energy, Office of Nuclear Energy (ed.), NRC Issues Construction Permit for TerraPower’s Natrium Advanced Reactor (article, 9 March 2026; 345 MWe sodium-cooled fast reactor, storage lifts output to 500 MW; Kemmerer Unit 1, Wyoming; operating licence separate). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  3. 11US Department of Energy, Office of Nuclear Energy (ed.), What is high-assay low-enriched uranium (HALEU)? (article of 3 December 2024; enrichment 5% to less than 20% U-235; demand could reach 50 metric tons a year by 2035; Piketon more than 100 kg enriched). US Department of Energy, Washington. Observation year 2024. Accessed 2026-11-03.back
  4. 7US Department of Energy (ed.), Department of Energy Celebrates Fourth Criticality Ahead of July 4th Goal (press release, 6 July 2026; Aalo-X, Mark-0, Ward 250 and Unity; zero-power fueled criticality; agency announcement). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  5. 3The White House (ed.), Ordering the Reform of the Nuclear Regulatory Commission, Executive Order 14300, 23 May 2025 (goal of 400 GW by 2050 from about 100 GW in 2024; 18-month limit for new reactor decisions; 1-year limit for continued operation). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  6. 10US Nuclear Regulatory Commission (ed.), 10 CFR Part 53 rulemaking page (final rule 91 FR 15696; risk-informed, performance-based, technology-inclusive framework; background in NEIMA and the ADVANCE Act). US Nuclear Regulatory Commission, Rockville. Observation year 2026. Accessed 2026-11-03.back
  7. 12World Nuclear Association (ed.), Uranium Enrichment (information library page; capacity table from the WNA Nuclear Fuel Report 2025: 68.076 million SWU in 2025, Rosatom 29.133, Urenco 17.300, CNNC 13.789 estimated, Orano 7.500; US ban on Russian low-enriched uranium from August 2024). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  8. 15World Nuclear Association (ed.), Nuclear Power in the USA (country profile; 94 operable reactors, 96,952 MWe; Vogtle 3 and 4 cost estimates; Kemmerer permit March 2026; Clinch River construction licence September 2026; Palisades and Crane restart status; page states three reactors critical by July 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  9. 17World Nuclear Association (ed.), Nuclear Power in the United Kingdom (country profile, first 100,000 characters read; Rolls-Royce SMR delivery contract April 2026 for three Wylfa units with up to GBP 599 million loan financing; Hinkley Point C GBP 35 billion in 2015 prices, February 2026; Sizewell C). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  10. 25Steigerwald, B., Weibezahn, J., Slowik, M. and von Hirschhausen, C., Uncertainties in estimating production costs of future nuclear technologies: a model-based analysis of small modular reactors, Energy 281, 128204, 2023 (abstract page read). Elsevier, Amsterdam. Observation year 2023. Accessed 2026-11-03.back
  11. 27Krall, L.M., Macfarlane, A.M. and Ewing, R.C., Nuclear waste from small modular reactors, Proceedings of the National Academy of Sciences 119(23), e2111833119, 2022 (open-access full text, abstract and conclusions read; waste volume factors of 2 to 30; three designs). National Academy of Sciences, Washington. Observation year 2022. Accessed 2026-11-03.back

Key findings

Twelve findings carry the advanced nuclear baseline. They are grouped by coupling and never ranked. Each resolves to its source or, where Nexus analysis is involved, to its stated method.

8 min read1 figure0 tables24 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

2.1Headline finding

ReportedEQL 4NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-INF-003

The US NRC issued a construction permit in March 2026 for the Natrium reactor at Kemmerer, Wyoming: a 345 MWe sodium-cooled fast reactor with a molten-salt storage system that can raise output to 500 MW.

Figure 2.1Natrium reactor ratings, 2026
ItemBar, scaled to the largest valueValue
Base output (MWe)345
Output with storage (MW)500

Source: US Department of Energy release of March 20268. The release gives the boosted figure in megawatts, not MWe.

Implication

A commercial non-light-water power reactor has passed construction licensing in the United States. The NRC review ran 18 months against an initial 27-month schedule9. The permit does not cover operation: an operating licence application is still needed, and completion is expected in 20309.

What would move it

The operating licence application, first fuel load, delivered cost and the date of first power would each move this finding.

2.2Infrastructure

  1. ReportedEQL 4NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-INF-001

    The world fleet had 443 operable reactors with 405,667 MWe of net capacity in 2025, supplying about 9% of world electricity, and 80 reactors with 87,813 MWe gross were under construction.12

  2. ReportedEQL 2NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-INF-002

    The US Department of Energy reported that four DOE-authorized advanced test reactors reached zero-power criticality by 4 July 2026, against a goal of three, in company and agency announcements.67

  3. ReportedEQL 4NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-INF-003

    The NRC issued a construction permit in March 2026 for the 345 MWe Natrium sodium-cooled reactor at Kemmerer, Wyoming, after an 18-month review against an initial 27-month schedule; operation needs a separate licence.89

  4. ReportedEQL 3NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-INF-011

    First-of-a-kind small and advanced units are in construction or planning in several countries, including a BWRX-300 at Darlington with operation expected in 2030 and a three-unit Rolls-Royce SMR contract at Wylfa signed in April 2026.131417181939

2.3Governance

  1. ReportedEQL 4NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-GOV-004

    The NRC published a final rule for 10 CFR Part 53, an optional risk-informed, performance-based and technology-inclusive licensing framework, in 2026.1037

  2. ReportedEQL 3NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-GOV-005

    Executive orders of 23 May 2025 set goals of 400 GW of US nuclear capacity by 2050, 5 GW of uprates and 10 large reactors under construction by 2030, and an 18-month limit on new reactor licensing decisions.34

2.4Minerals

  1. ReportedEQL 3NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-MIN-006

    High-assay low-enriched uranium is enriched to 5% up to less than 20% U-235, DOE estimates US demand could reach 50 tonnes a year by 2035, and the Piketon plant had enriched more than 100 kg by late 2024.11

2.5Trade

  1. ReportedEQL 4NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-TRD-007

    World enrichment capacity was 68.076 million SWU a year in 2025, with Rosatom holding about 42.8%, and the US prohibited imports of Russian low-enriched uranium from August 2024, subject to waivers.1230

2.6Finance

  1. ReportedEQL 4NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-FIN-008

    Recent large reactors ran far over first estimates: Vogtle 3 and 4 at USD 30.34 billion in May 2022 against an initial USD 14 billion, and Hinkley Point C at GBP 35 billion in 2015 prices in February 2026.151720

  2. ReportedEQL 3NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-FIN-009

    A peer-reviewed study of 15 small modular reactor concepts found that none competed economically with existing renewables on its assumptions, and that results depend on the production theory and parameters chosen.2526

2.7WAS

  1. ReportedEQL 3NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-WAS-010

    A peer-reviewed study of three small reactor designs found that water-, molten-salt- and sodium-cooled units would raise the volume of waste needing management by factors of 2 to 30, and argued that volume is not the key metric.27

2.8Systemic

  1. Expert inputEQL 2NRF-XTECH-FISSION-GLOBAL-2026-BASELINE-SYS-012

    The leading compound pathway for 2027 testing is a gap between announced schedules and delivered first-of-a-kind units, with HALEU and enrichment supply as the binding input. § scenario

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 8US Department of Energy, Office of Nuclear Energy (ed.), NRC Issues Construction Permit for TerraPower’s Natrium Advanced Reactor (article, 9 March 2026; 345 MWe sodium-cooled fast reactor, storage lifts output to 500 MW; Kemmerer Unit 1, Wyoming; operating licence separate). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  2. 9World Nuclear News (ed.), NRC issues construction permit for first Natrium plant (news report, 5 March 2026; 18-month review against 27 months initially; completion expected 2030). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  3. 1World Nuclear Association (ed.), Nuclear Power in the World Today (information library page; 443 operable reactors, 405,667 MWe net, about 9% of world electricity, 80 under construction with 87,813 MWe gross; electricity data for 2025). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  4. 2UNVERIFIED, not opened: IAEA (ed.), Energy, Electricity and Nuclear Power Estimates for the Period up to 2050, 2025 edition (377 GW at end of 2024; high case 992 GW and low case 561 GW in 2050), taken from search-result summaries of trade reports; the IAEA page was not retrieved. International Atomic Energy Agency, Vienna. Observation year 2025. Accessed 2026-11-03.back
  5. 6American Nuclear Society (ed.), The deadline arrives: checking in on the Reactor Pilot Program (news article, 2 July 2026; criticality by Antares 4 June, Valar 18 June, Deployable Energy 1 July; ten companies selected in August 2025; status of the remaining participants). American Nuclear Society, La Grange Park. Observation year 2026. Accessed 2026-11-03.back
  6. 7US Department of Energy (ed.), Department of Energy Celebrates Fourth Criticality Ahead of July 4th Goal (press release, 6 July 2026; Aalo-X, Mark-0, Ward 250 and Unity; zero-power fueled criticality; agency announcement). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  7. 13World Nuclear Association (ed.), Small Nuclear Power Reactors (information library page; definition of 300 MWe equivalent or less; microreactors under 20 MWe; the page lists no projects). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  8. 14World Nuclear Association (ed.), Nuclear Power in Canada (country profile; Darlington BWRX-300, construction licence April 2025, first nuclear concrete 26 June 2026, operation expected 2030, CAD 20.9 billion for four units; page lists 316 MWe gross and describes 300 MWe). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  9. 17World Nuclear Association (ed.), Nuclear Power in the United Kingdom (country profile, first 100,000 characters read; Rolls-Royce SMR delivery contract April 2026 for three Wylfa units with up to GBP 599 million loan financing; Hinkley Point C GBP 35 billion in 2015 prices, February 2026; Sizewell C). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  10. 18World Nuclear Association (ed.), Nuclear Power in China (country profile, first 100,000 characters read; 65 reactors, 65,085 MWe operable; 39 under construction; HTR-PM commercial operation December 2023; Linglong One commissioning expected during 2026; 110 GWe target by 2030). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  11. 19World Nuclear Association (ed.), Nuclear Power in South Korea (country profile; 26 operable units, 25,609 MWe; i-SMR 170 MWe design, standard design approval application February 2026, approval targeted 2028; Barakah units in operation, last in September 2024). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  12. 39UNVERIFIED, not opened: Ontario Power Generation (ed.), Darlington New Nuclear Project page, the page returned forbidden; Darlington figures are taken from the World Nuclear Association country profile. OPG, Toronto. Observation year 2026. Accessed 2026-11-03.back
  13. 10US Nuclear Regulatory Commission (ed.), 10 CFR Part 53 rulemaking page (final rule 91 FR 15696; risk-informed, performance-based, technology-inclusive framework; background in NEIMA and the ADVANCE Act). US Nuclear Regulatory Commission, Rockville. Observation year 2026. Accessed 2026-11-03.back
  14. 37UNVERIFIED, not opened: ADVANCE Act of 2024, Public Law 118-67, United States Congress, cited from memory without a figure; the NRC Part 53 page names the Act as background. Observation year 2024. Accessed 2026-11-03.back
  15. 3The White House (ed.), Ordering the Reform of the Nuclear Regulatory Commission, Executive Order 14300, 23 May 2025 (goal of 400 GW by 2050 from about 100 GW in 2024; 18-month limit for new reactor decisions; 1-year limit for continued operation). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  16. 4The White House (ed.), Reinvigorating the Nuclear Industrial Base, Executive Order 14302, 23 May 2025 (5 GW of uprates; 10 new large reactors with complete designs under construction by 2030; fuel, enrichment and spent fuel directions). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  17. 11US Department of Energy, Office of Nuclear Energy (ed.), What is high-assay low-enriched uranium (HALEU)? (article of 3 December 2024; enrichment 5% to less than 20% U-235; demand could reach 50 metric tons a year by 2035; Piketon more than 100 kg enriched). US Department of Energy, Washington. Observation year 2024. Accessed 2026-11-03.back
  18. 12World Nuclear Association (ed.), Uranium Enrichment (information library page; capacity table from the WNA Nuclear Fuel Report 2025: 68.076 million SWU in 2025, Rosatom 29.133, Urenco 17.300, CNNC 13.789 estimated, Orano 7.500; US ban on Russian low-enriched uranium from August 2024). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  19. 30UNVERIFIED, not opened: OECD NEA and IAEA (eds.), Uranium 2024: Resources, Production and Demand, the page returned forbidden; no figure from it is used. OECD NEA, Paris. Observation year 2025. Accessed 2026-11-03.back
  20. 15World Nuclear Association (ed.), Nuclear Power in the USA (country profile; 94 operable reactors, 96,952 MWe; Vogtle 3 and 4 cost estimates; Kemmerer permit March 2026; Clinch River construction licence September 2026; Palisades and Crane restart status; page states three reactors critical by July 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  21. 20World Nuclear Association (ed.), Nuclear Power in France (country profile, first 100,000 characters read; 57 operable reactors; EPR2 six units, EUR 72.8 billion estimate of December 2025; Flamanville 3 grid connection December 2024, EUR 13.2 billion estimate of December 2022). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  22. 25Steigerwald, B., Weibezahn, J., Slowik, M. and von Hirschhausen, C., Uncertainties in estimating production costs of future nuclear technologies: a model-based analysis of small modular reactors, Energy 281, 128204, 2023 (abstract page read). Elsevier, Amsterdam. Observation year 2023. Accessed 2026-11-03.back
  23. 26Steigerwald, B. et al., Future nuclear fission reactors: uncertainties, the effect of parameter choice and an application to small modular reactor concepts, Safety of Nuclear Waste Disposal 2, 217, 2023 (abstract page read; 15 concepts; none competes with existing renewables on its assumptions). Copernicus Publications, Gottingen. Observation year 2023. Accessed 2026-11-03.back
  24. 27Krall, L.M., Macfarlane, A.M. and Ewing, R.C., Nuclear waste from small modular reactors, Proceedings of the National Academy of Sciences 119(23), e2111833119, 2022 (open-access full text, abstract and conclusions read; waste volume factors of 2 to 30; three designs). National Academy of Sciences, Washington. Observation year 2022. Accessed 2026-11-03.back

Systems and sectors at baseline

6 min read0 figures2 tables15 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

3.1Where each system stood at evidence close

INF · Fleet

Operable reactors, world

443reactors

405,667 MWe net, about 9% of world electricity.

Reported2025WNA1

INF · Demonstration

Reactors critical under the DOE pilot program

4test reactors

zero-power tests, by 4 July 2026.

Reported2026DOE7

INF · Licensing

Natrium reactor under a construction permit

345MWe

sodium-cooled; storage lifts output to 500 MW.

Reported2026DOE8

MIN · Fuel

DOE estimate of US HALEU demand by 2035

50tonnes a year

an estimate of what demand could reach.

Reported2024DOE11

TRD · Supply

Rosatom share of world enrichment capacity, 2025

42.8%

derived from the capacity table, method (1).

Estimated2025WNA12

FIN · Cost

Vogtle 3 and 4 total cost estimate, May 2022

30.34USD billion

against an initial estimate of 14.

Reported2022WNA15

3.2Domain posture

Each of the twelve coupled domains is read through advanced nuclear, in words, not scored. The coupling column names the dependency that carries advanced nuclear risk into each domain.

Table 3.1Each domain read in words, not scored
DomainPosture at baselineCouplingStatus
WATCooling-water use and site siting of new reactors were not bound in the sources opened.ENE → WATExpert input EQL 1
ENEThe core system: 443 operable reactors, 405,667 MWe, about 9% of world electricity, and 80 under construction.the core systemReported EQL 4
FOONo documented coupling at baseline; process-heat and desalination uses are not evidenced here.none documentedExpert input EQL 1
HLTNo documented coupling at baseline; an isotope test reactor reached criticality in 2026 but isotope supply is not evidenced here.none documentedExpert input EQL 1
BIONo documented coupling at baseline.none documentedExpert input EQL 1
CLILow-carbon generation is the climate role; life-cycle emission figures were not opened.ENE → CLIExpert input EQL 1
INFConstruction, licensing and first-of-a-kind delivery: a construction permit, test criticality and one planned unit in construction in Canada.ENE ↔ INFReported EQL 4
FINRecent large units ran far over first estimates; small-reactor costs are modelled and contested.FIN → ENEReported EQL 4
DATNo documented coupling at baseline; digital controls and records are not evidenced here.none documentedExpert input EQL 1
AICNo documented coupling opened at baseline; data-centre supply agreements were not opened.none documentedExpert input EQL 1
MINUranium, enrichment and HALEU: demand estimates are far above current supply of HALEU.MIN → ENEReported EQL 3
TRDEnrichment capacity is concentrated and the US restricts Russian low-enriched uranium imports.ENE ↔ TRDReported EQL 4

3.3Sector screens

All sixteen sectors are screened for their dependence on advanced nuclear, on the same grammar as every national edition. The evidence column describes coverage of the baseline evidence, not the performance of the sector.

Table 3.2Sectors: baseline evidence and the exposure to watch
CodeSectorBaseline evidenceExposure to watchEvidence coverage
GS-00Cross-systemfission couples to energy, fuel supply and financedelivery against scheduleTHIN
GS-01Watercooling-water use of new sites not boundsite sitingTHIN
GS-02Energyfleet of 443 reactors and 80 under construction1first-of-a-kind deliveryGOOD
GS-03Foodno documented couplingnone documentedTHIN
GS-04Healthno documented couplingnone documentedTHIN
GS-05Financecost overruns on large units1517financing of first-of-a-kind unitsPARTIAL
GS-06Developmentexport projects reported19access to fuel and financeTHIN
GS-07Climatelife-cycle emissions not openednone documentedTHIN
GS-08Disasterno documented couplingnone documentedTHIN
GS-09Infrastructuresites, repositories and fabrication2122long project lead timesPARTIAL
GS-10Citiesno documented couplingnone documentedTHIN
GS-11Biodiversityno documented couplingnone documentedTHIN
GS-12Earth observationno documented couplingnone documentedTHIN
GS-13Cyber and digitalno documented couplingnone documentedTHIN
GS-14Policyexecutive orders and the Part 53 rule3410goals against deliveryPARTIAL
GS-15Sciencepeer-reviewed cost and waste studies2527common benchmarksPARTIAL

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 1World Nuclear Association (ed.), Nuclear Power in the World Today (information library page; 443 operable reactors, 405,667 MWe net, about 9% of world electricity, 80 under construction with 87,813 MWe gross; electricity data for 2025). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  2. 7US Department of Energy (ed.), Department of Energy Celebrates Fourth Criticality Ahead of July 4th Goal (press release, 6 July 2026; Aalo-X, Mark-0, Ward 250 and Unity; zero-power fueled criticality; agency announcement). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  3. 8US Department of Energy, Office of Nuclear Energy (ed.), NRC Issues Construction Permit for TerraPower’s Natrium Advanced Reactor (article, 9 March 2026; 345 MWe sodium-cooled fast reactor, storage lifts output to 500 MW; Kemmerer Unit 1, Wyoming; operating licence separate). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  4. 11US Department of Energy, Office of Nuclear Energy (ed.), What is high-assay low-enriched uranium (HALEU)? (article of 3 December 2024; enrichment 5% to less than 20% U-235; demand could reach 50 metric tons a year by 2035; Piketon more than 100 kg enriched). US Department of Energy, Washington. Observation year 2024. Accessed 2026-11-03.back
  5. 12World Nuclear Association (ed.), Uranium Enrichment (information library page; capacity table from the WNA Nuclear Fuel Report 2025: 68.076 million SWU in 2025, Rosatom 29.133, Urenco 17.300, CNNC 13.789 estimated, Orano 7.500; US ban on Russian low-enriched uranium from August 2024). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  6. 15World Nuclear Association (ed.), Nuclear Power in the USA (country profile; 94 operable reactors, 96,952 MWe; Vogtle 3 and 4 cost estimates; Kemmerer permit March 2026; Clinch River construction licence September 2026; Palisades and Crane restart status; page states three reactors critical by July 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  7. 17World Nuclear Association (ed.), Nuclear Power in the United Kingdom (country profile, first 100,000 characters read; Rolls-Royce SMR delivery contract April 2026 for three Wylfa units with up to GBP 599 million loan financing; Hinkley Point C GBP 35 billion in 2015 prices, February 2026; Sizewell C). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  8. 19World Nuclear Association (ed.), Nuclear Power in South Korea (country profile; 26 operable units, 25,609 MWe; i-SMR 170 MWe design, standard design approval application February 2026, approval targeted 2028; Barakah units in operation, last in September 2024). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  9. 21POST-CLOSE, context only: World Nuclear Association (ed.), Nuclear Power in Finland (country profile; Olkiluoto 3 contract of EUR 3.2 billion for mid-2009, regular production April 2023; Onkalo operating licence granted October 2026 valid to the end of 2070, after the 30 September evidence close). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  10. 22World Nuclear Association (ed.), Storage and Disposal of Radioactive Wastes (information library page; Finland, Sweden, France and US repository milestones; Cigéo commissioning planned for 2050; Yucca Mountain suspended). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  11. 3The White House (ed.), Ordering the Reform of the Nuclear Regulatory Commission, Executive Order 14300, 23 May 2025 (goal of 400 GW by 2050 from about 100 GW in 2024; 18-month limit for new reactor decisions; 1-year limit for continued operation). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  12. 4The White House (ed.), Reinvigorating the Nuclear Industrial Base, Executive Order 14302, 23 May 2025 (5 GW of uprates; 10 new large reactors with complete designs under construction by 2030; fuel, enrichment and spent fuel directions). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  13. 10US Nuclear Regulatory Commission (ed.), 10 CFR Part 53 rulemaking page (final rule 91 FR 15696; risk-informed, performance-based, technology-inclusive framework; background in NEIMA and the ADVANCE Act). US Nuclear Regulatory Commission, Rockville. Observation year 2026. Accessed 2026-11-03.back
  14. 25Steigerwald, B., Weibezahn, J., Slowik, M. and von Hirschhausen, C., Uncertainties in estimating production costs of future nuclear technologies: a model-based analysis of small modular reactors, Energy 281, 128204, 2023 (abstract page read). Elsevier, Amsterdam. Observation year 2023. Accessed 2026-11-03.back
  15. 27Krall, L.M., Macfarlane, A.M. and Ewing, R.C., Nuclear waste from small modular reactors, Proceedings of the National Academy of Sciences 119(23), e2111833119, 2022 (open-access full text, abstract and conclusions read; waste volume factors of 2 to 30; three designs). National Academy of Sciences, Washington. Observation year 2022. Accessed 2026-11-03.back

Risks and capability

Four advanced nuclear risk objects open the portfolio. Order carries no rank. Each is read across driver, exposure, vulnerability, capacity, cascade and consequence.

5 min read0 figures1 table15 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

4.1Risk objects

Each risk is read across the chain from hazard to consequence, with its status and evidence-quality level.

  1. InferredEQL 4RSK-XT15-MIN-001

    Fuel supply chokepoint

    Driver
    HALEU demand estimates and concentrated enrichment1112
    Exposure
    designs that need HALEU; reactor developers
    Vulnerability
    few suppliers; restrictions on Russian imports
    Capacity
    Piketon output and recovery of existing material11
    Cascade
    MIN → ENE → FIN
    Horizon
    1 to 5 years
  2. InferredEQL 4RSK-XT15-FIN-002

    First-of-a-kind cost and delay

    Driver
    cost and schedule records of recent large units151720
    Exposure
    owners, ratepayers and lenders
    Vulnerability
    fixed-price assumptions that rest on modelled costs25
    Capacity
    standardised design and repeat builds
    Cascade
    FIN → INF → ENE
    Horizon
    1 to 10 years
  3. InferredEQL 3RSK-XT15-WAS-003

    Waste and disposal readiness

    Driver
    waste volumes and fuel chemistry of new designs27
    Exposure
    storage sites and repository programmes
    Vulnerability
    long repository lead times22
    Capacity
    first operating licence for used-fuel disposal in Finland21
    Cascade
    WAS → GOV → FIN
    Horizon
    5 to 10 years
  4. Expert inputEQL 3RSK-XT15-GOV-004

    Goals outrun delivery

    Driver
    capacity goals and licensing deadlines34
    Exposure
    planning assumptions of grid operators and governments
    Vulnerability
    dependence on a few first units
    Capacity
    licensing reform and demonstration programmes710
    Cascade
    GOV → INF → ENE
    Horizon
    1 to 10 years

4.2Capability ladder

Existence is not readiness. Each of the fifteen capability functions is placed on the ladder by the strongest public evidence for advanced nuclear at the global level.

Table 4.1Capabilities on the ladder of evidence: listed, exists, demonstrated, tested
FunctionRungLevelStrongest public evidence at baseline
Prevention and mitigationEXISTSlicensing frameworks and a technology-inclusive rule published10
Monitoring and observationLISTEDno common tracker of delivered units against announced schedules
Early warningLISTEDno consolidated warning of fuel supply shortfalls
Preparedness and planningEXISTSnational goals and demonstration programmes37
Redundancy and reservesLISTEDHALEU and enrichment reserves are not documented11
ResponseLISTEDno tested response to a fuel supply interruption
Continuity of critical servicesLISTEDnot applicable to advanced units at baseline
RecoveryLISTEDnot applicable at baseline; no event to recover from
AdaptationLISTEDdesign change across first-of-a-kind units is not reported
Social protectionLISTEDnot applicable at baseline
Finance and insuranceLISTEDpublic support reported for individual projects; no consolidated figure817
Institutional coordinationEXISTSregulators, agencies and executive orders3410
Technical infrastructureEXISTSa large operating fleet and a first non-light-water construction permit18
WorkforceLISTEDskills gaps are likely but no figure was bound
Research capacityADEQUATEnational laboratories and peer-reviewed studies2527
A capability listed in policy is not a tested one; each rung is the strongest public evidence at baseline.

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 11US Department of Energy, Office of Nuclear Energy (ed.), What is high-assay low-enriched uranium (HALEU)? (article of 3 December 2024; enrichment 5% to less than 20% U-235; demand could reach 50 metric tons a year by 2035; Piketon more than 100 kg enriched). US Department of Energy, Washington. Observation year 2024. Accessed 2026-11-03.back
  2. 12World Nuclear Association (ed.), Uranium Enrichment (information library page; capacity table from the WNA Nuclear Fuel Report 2025: 68.076 million SWU in 2025, Rosatom 29.133, Urenco 17.300, CNNC 13.789 estimated, Orano 7.500; US ban on Russian low-enriched uranium from August 2024). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  3. 15World Nuclear Association (ed.), Nuclear Power in the USA (country profile; 94 operable reactors, 96,952 MWe; Vogtle 3 and 4 cost estimates; Kemmerer permit March 2026; Clinch River construction licence September 2026; Palisades and Crane restart status; page states three reactors critical by July 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  4. 17World Nuclear Association (ed.), Nuclear Power in the United Kingdom (country profile, first 100,000 characters read; Rolls-Royce SMR delivery contract April 2026 for three Wylfa units with up to GBP 599 million loan financing; Hinkley Point C GBP 35 billion in 2015 prices, February 2026; Sizewell C). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  5. 20World Nuclear Association (ed.), Nuclear Power in France (country profile, first 100,000 characters read; 57 operable reactors; EPR2 six units, EUR 72.8 billion estimate of December 2025; Flamanville 3 grid connection December 2024, EUR 13.2 billion estimate of December 2022). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  6. 25Steigerwald, B., Weibezahn, J., Slowik, M. and von Hirschhausen, C., Uncertainties in estimating production costs of future nuclear technologies: a model-based analysis of small modular reactors, Energy 281, 128204, 2023 (abstract page read). Elsevier, Amsterdam. Observation year 2023. Accessed 2026-11-03.back
  7. 27Krall, L.M., Macfarlane, A.M. and Ewing, R.C., Nuclear waste from small modular reactors, Proceedings of the National Academy of Sciences 119(23), e2111833119, 2022 (open-access full text, abstract and conclusions read; waste volume factors of 2 to 30; three designs). National Academy of Sciences, Washington. Observation year 2022. Accessed 2026-11-03.back
  8. 22World Nuclear Association (ed.), Storage and Disposal of Radioactive Wastes (information library page; Finland, Sweden, France and US repository milestones; Cigéo commissioning planned for 2050; Yucca Mountain suspended). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  9. 21POST-CLOSE, context only: World Nuclear Association (ed.), Nuclear Power in Finland (country profile; Olkiluoto 3 contract of EUR 3.2 billion for mid-2009, regular production April 2023; Onkalo operating licence granted October 2026 valid to the end of 2070, after the 30 September evidence close). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  10. 3The White House (ed.), Ordering the Reform of the Nuclear Regulatory Commission, Executive Order 14300, 23 May 2025 (goal of 400 GW by 2050 from about 100 GW in 2024; 18-month limit for new reactor decisions; 1-year limit for continued operation). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  11. 4The White House (ed.), Reinvigorating the Nuclear Industrial Base, Executive Order 14302, 23 May 2025 (5 GW of uprates; 10 new large reactors with complete designs under construction by 2030; fuel, enrichment and spent fuel directions). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  12. 7US Department of Energy (ed.), Department of Energy Celebrates Fourth Criticality Ahead of July 4th Goal (press release, 6 July 2026; Aalo-X, Mark-0, Ward 250 and Unity; zero-power fueled criticality; agency announcement). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  13. 10US Nuclear Regulatory Commission (ed.), 10 CFR Part 53 rulemaking page (final rule 91 FR 15696; risk-informed, performance-based, technology-inclusive framework; background in NEIMA and the ADVANCE Act). US Nuclear Regulatory Commission, Rockville. Observation year 2026. Accessed 2026-11-03.back
  14. 8US Department of Energy, Office of Nuclear Energy (ed.), NRC Issues Construction Permit for TerraPower’s Natrium Advanced Reactor (article, 9 March 2026; 345 MWe sodium-cooled fast reactor, storage lifts output to 500 MW; Kemmerer Unit 1, Wyoming; operating licence separate). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  15. 1World Nuclear Association (ed.), Nuclear Power in the World Today (information library page; 443 operable reactors, 405,667 MWe net, about 9% of world electricity, 80 under construction with 87,813 MWe gross; electricity data for 2025). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back

Fuel supply gap while first-of-a-kind units are delayed

A conditional statement under stated assumptions, never a prediction.

2 min read0 figures0 tables3 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

5.1Assumptions

Scenario SCN-XT15-FUE-01: what is assumed, and what is held constant.

Baseline
the 2026 reference state in this edition
Drivers
several first-of-a-kind units reach fuel load in the same years while HALEU output stays below demand
Analogues
schedule and cost records of recent large units151720
Interventions
none modelled: the specification describes the unmitigated case
Run state
narrative specification; quantified run scheduled for 2027

5.2The cascade, step by step

  1. 1

    MIN → ENE

    HALEU output falls short of first-core needs for new designs

    2024

  2. 2

    TRD → MIN

    enrichment restrictions narrow supply options

    2025

  3. 3

    ENE → FIN

    first-of-a-kind schedules slip and costs rise

    2022

  4. 4

    FIN → INF

    lenders reprice later projects

    2026

  5. 5

    GOV → INF

    goals and licensing deadlines meet delivery limits

    2025

  6. 6

    INF → ENE

    firm capacity arrives later than plans assumed

    2026

5.3The scenario as a table of steps

How the shock in scenario SCN-XT15-FUE-01 would travel through Advanced Nuclear and Next-Generation Fission’s coupled systems, step by step, under the assumptions the edition states.

StepWhat happensSource
01 Minerals to energyHALEU output falls short of first-core needs for new designs. Analogue or source: 2024.Edition XT-15, scenario SCN-XT15-FUE-01, step 1
02 Trade to mineralsEnrichment restrictions narrow supply options. Analogue or source: 2025.Edition XT-15, scenario SCN-XT15-FUE-01, step 2
03 Energy to financeFirst-of-a-kind schedules slip and costs rise. Analogue or source: 2022.Edition XT-15, scenario SCN-XT15-FUE-01, step 3
04 Finance to infrastructureLenders reprice later projects. Analogue or source: 2026.Edition XT-15, scenario SCN-XT15-FUE-01, step 4
05 Governance to infrastructureGoals and licensing deadlines meet delivery limits. Analogue or source: 2025.Edition XT-15, scenario SCN-XT15-FUE-01, step 5
06 Infrastructure to energyFirm capacity arrives later than plans assumed. Analogue or source: 2026.Edition XT-15, scenario SCN-XT15-FUE-01, step 6

A teaching model of a conditional scenario under the edition’s stated assumptions: not a forecast, not a prediction and not a warning. Sources: Advanced Nuclear and Next-Generation Fission 2026, scenario SCN-XT15-FUE-01 (2026); Advanced Nuclear and Next-Generation Fission 2026, references (NR-CIT-1) (2026).

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 15World Nuclear Association (ed.), Nuclear Power in the USA (country profile; 94 operable reactors, 96,952 MWe; Vogtle 3 and 4 cost estimates; Kemmerer permit March 2026; Clinch River construction licence September 2026; Palisades and Crane restart status; page states three reactors critical by July 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  2. 17World Nuclear Association (ed.), Nuclear Power in the United Kingdom (country profile, first 100,000 characters read; Rolls-Royce SMR delivery contract April 2026 for three Wylfa units with up to GBP 599 million loan financing; Hinkley Point C GBP 35 billion in 2015 prices, February 2026; Sizewell C). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  3. 20World Nuclear Association (ed.), Nuclear Power in France (country profile, first 100,000 characters read; 57 operable reactors; EPR2 six units, EUR 72.8 billion estimate of December 2025; Flamanville 3 grid connection December 2024, EUR 13.2 billion estimate of December 2022). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back

Readings from the other desks

The advanced nuclear baseline is read through each steward’s lens, then once as a whole. Each lens is a projection of reviewed findings, not a separate argument. The other desks’ own editions of this subject are listed first, as cross-references, not copies.

16 min read0 figures8 tables37 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

6.1The other desks’ editions of this subject

Federation: each desk writes its own edition for the subjects in its remit. Until a desk releases, its edition shows its frame and the reading this edition printed for it.

DeskEditionStateIdentifier
GCRI Systems EvidenceNo edition of this subject at this desk in the 2026 Baseline cycleNot in this cycle
GRF Public DeliberationOutside this desk’s remitNot in remit
GRA Capital ReadinessOutside this desk’s remitNot in remit
Standards ProgressNo edition of this subject at this desk in the 2026 Baseline cycleNot in this cycle
Academy CapabilityNo edition of this subject at this desk in the 2026 Baseline cycleNot in this cycle
Index MeasurementOutside this desk’s remitNot in remit

6.2Three lenses

One edition, read by each steward. The lens of this site comes first.

GCRI · KEY T

Technical Truth

The evidence supports reading advanced nuclear as firm infrastructure at baseline and as a delivery test for the next decade. Licensing has moved, test reactors have reached criticality, and the operating record, delivered cost and fuel supply are unproven. Evidence is strongest for the fleet and for permits, and weakest for cost, waste and fuel volumes.

INF-001 · INF-003 · FIN-008 · SYS-012

GRF · KEY M

Public Meaning

For most people the story arrives as a headline about a test reactor, an executive order or a data-centre deal. The baseline asks that public debate separate permits, tests and plans from operating plants, and keep waste and cost in view.

INF-002 · GOV-005 · WAS-010

GRA · KEY F

Capital Meaning

Readiness implications only. Recent large units ran far over first estimates, and small-reactor costs are modelled and contested. These show where finance-readiness evidence will matter. Nothing here is advice, a rating or an approval.

FIN-008 · FIN-009

NEXUS

Synthesis

Advanced nuclear is well described by permits and announcements and thinly measured as a system. The 2027 programme should bind fuel supply, track delivered units against schedules and compare cost and waste on a common basis.

SYS-012 · Q-01 · Q-02

6.3Standards, Academy and steward contributions

How the Nexus Standards drafts, the Risk Academy and the three stewards feed each quarterly edition for advanced nuclear. The standards are a preparatory working draft (2026) and are cited as drafts, never as adopted standards.

Table 6.1The quarterly rhythm every edition follows
QuarterEditionQuestionBoundary
Q1State and AgendaWhat matters this year, and what is the starting position?observed baseline stays distinct from planned work
Q2Evidence and BuildWhat new evidence and capability exist?a configured capability is not a validated result
Q3Stress Test and ReadinessWhat do scenarios and tests show?simulated loss or performance is not observed impact
Q4Annual Synthesis and RenewalWhat changed in the year, and what renews?release follows review, not event publicity deadlines
Table 6.2Who contributes what each quarter
Steward or bodyRoleContribution route
GCRI CanadaLead Institution and Consortium Secretariat; publisher of record; technical truth (key T)science and practice communities · GCRI gateway
The Global Risks Forum (GRF)leadership, dialogue and the Universe programme; public meaning (key M)policy, Universe and national adoption · GRF gateway
The Global Risks Alliance (GRA)finance, insurance and development readiness; capital meaning (key F)finance and insurance · GRA gateway
Nexus Standardspreparatory drafts on vocabulary, hazards, indicators and methodsStandards site · working groups HAZ, IND, MTH, FIN, AI
Risk Academylearning pathways tied to the agenda questionsAcademy gateway · learning by review
Nexus Standards and Academytechnology chapter inputs: GCRI evidence, NXS standards, RA capabilitytechnology editorial board

Standards drafts used in this edition

  • Risk vocabulary NRS-C1 (424 terms) for terms in the glossary
  • Hazard atlas NHS-1 1.1.0 (905 hazards in 120 families) for risk objects
  • Seven risk classes: global, catastrophic, existential, emerging, planetary, exponential, frontier-tech

Standards calendar to watch

  • Founding calls from 20 October 2026; working groups meet from 5 November 2026
  • Inaugural Global Standards Council session, 12 January 2027
  • Quarterly reviews in March, June, September and December, aligned with each edition

6.4GCRI reading: the model card

GCRI’s reading of this edition is its model card: what the national model is, what it computes and where it stops. It is printed in full in Annex A, with the methods it belongs to. Annex A, methodology

6.5Global Risks Forum reading: editorial essays

Four signed essays by the Reports editorial team set out the positions this edition takes. They are interpretation, labelled as such; the evidence they draw on is in the findings register.

Advanced nuclear is a mature fleet and a set of unproven designs. The first is slow and material; the second is a delivery question that the next five years will answer. Keeping them apart avoids both hype and dismissal.

EDITORIAL ESSAY · 01

Two stories, one technology

A construction permit, a zero-power test and an operating plant carry different weight. This edition labels each, and asks for operating records before capability is claimed.

EDITORIAL ESSAY · 02

Separate permits, tests and plants

Enrichment capacity is concentrated and HALEU is scarce against estimated demand. A published supply path by year would show whether delivery is limited by fuel, money or licensing.

EDITORIAL ESSAY · 03

Fuel is the quiet constraint

Recent large units ran far over first estimates, and modelled small-reactor costs are contested. Delivered costs of the first advanced units will settle more than any forecast.

EDITORIAL ESSAY · 04

Cost is the open question

6.6Global Risks Alliance reading: 2027 advanced nuclear readiness pack

The registers that open the 2027 global cycle. At baseline each is initialised from this edition.

Table 6.32027 advanced nuclear readiness pack
ItemRegisterState at baselineFirst 2027 entry
E1Advanced nuclear risk state deltabaseline set by this editionchanges against the baseline
E2WEFH+B state deltafive global system readings setindicator updates and freshness
E3Agenda and Portfolio movementeight agenda items · 6 proposed objectsadmission decisions
E4Federation delivery registernational chapters in preparationnational chapters
E5Consortium capability registernational consortia formingfirst contributions
E6Leadership questions and challengesnone yetfirst challenge log
E7Foundry technical statenational environments preparedfirst federation cut
E8Publication candidatestwelve findings carried forwardPUBLISH · HOLD dispositions
E9Universe readinessone candidate missionadmission and role spine
E10Correction registernonefirst federation-wide cycle

Publication dispositions

  • Publish
  • Hold
  • Needs evidence
  • Restricted
  • Superseded

6.7Nexus Standards reading: standards and regulatory watch

Instruments and published guidance that shape the systems in this edition, by status on the retrieval date. The edition assesses no one’s compliance.

  • IN FORCE
  • PUBLISHED
  • DRAFT
  • PUBLISHED · VOLUNTARY
Table 6.4Standards and regulatory watch
InstrumentBodyScopeStatusRelevance
10 CFR Part 53 final rule10US Nuclear Regulatory CommissionUSPUBLISHED 2026licensing framework
Executive Order 143003White HouseUSPUBLISHED 2025licensing reform and goals
Executive Order 143015White HouseUSPUBLISHED 2025test reactor goal
Executive Order 143024White HouseUSPUBLISHED 2025industrial base and fuel
ADVANCE Act37US CongressUSIN FORCE 2024licensing statute
Prohibition on Russian low-enriched uranium imports12US governmentUSIN FORCE FROM AUGUST 2024fuel supply
CNSC construction licence for Darlington14Canadian Nuclear Safety CommissionCanadaPUBLISHED APRIL 2025construction
i-SMR standard design approval application19Nuclear Safety and Security CommissionKoreaIN REVIEW FROM FEBRUARY 2026design approval
Generation IV International Forum40GIF member statesglobalPUBLISHED · VOLUNTARYsix reactor concepts
EU taxonomy delegated act41European CommissionEUIN FORCE 2022finance classification

Changed since 2024

  • The NRC published the final Part 53 rule in 202610
  • The NRC issued the Natrium construction permit in March 20268
  • Finland granted an operating licence for the Onkalo repository in October 2026, after the evidence close21

To watch in 2027

  • The first application under Part 5310
  • Operating licence applications for the Natrium and Darlington units814
  • The end of waiver authority for Russian low-enriched uranium imports at the start of 202812

6.8Risk Academy reading: literature and evidence review, science and assessments

The review behind this edition covers advanced nuclear assessments, peer-reviewed science and the institutional reports that bind its findings. Systematic reviews for each agenda item begin in 2027.

Review protocol

Question
What does the published evidence establish about advanced nuclear and next-generation fission and its couplings?
Sources searched
peer-reviewed journals; regulator and agency pages; executive orders and rules; industry association and intergovernmental overviews
Window
releases available at evidence close, 30 September 2026
Selection
sources that bind or contextualise a finding in this edition
Next step
systematic reviews for agenda items 01 to 05 in 2027
Table 6.5Peer-reviewed cost and waste studies
ReferenceTypeYearRoleUsed for
Steigerwald et al.25journal article2023supportssmall-reactor cost uncertainty
Steigerwald et al.26journal article2023supportsfifteen concepts compared
Krall, Macfarlane and Ewing27journal article2022supportswaste volumes
IPCC Working Group III36assessment report2022contextmitigation options
UNECE life-cycle assessment35assessment report2021contextlife-cycle emissions
Table 6.6Regulator and agency records
ReferenceIssuerYearRoleUsed for
DOE Natrium permit release8US Department of Energy2026supportspermit
DOE pilot program release7US Department of Energy2026supportstest reactors
DOE HALEU page11US Department of Energy2024supportsfuel
DOE advanced reactor demonstration page24US Department of Energy2025contextdemonstration funding
NRC NuScale design approval page31US NRC2025contextdesign approval
NRC Kairos Hermes page38US NRC2025contexttest reactor permit
CNSC and OPG Darlington page39Ontario Power Generation2026contextCanadian unit
Table 6.7Policy, standards and framework documents
ReferenceIssuerYearRoleUsed for
Executive Order 143003White House2025supportslicensing reform
Executive Order 143024White House2025supportsindustrial base
Executive Order 143015White House2025contexttesting reform
NRC Part 53 page10US NRC2026supportsframework
ADVANCE Act37US Congress2024contextlicensing statute
COP28 declaration34national governments2023contexttripling goal
EU taxonomy delegated act41European Commission2022contextfinance classification
World Bank financing policy33World Bank2025contextfinance policy
Table 6.8Fleet, fuel and country overviews
ReferenceIssuerYearRoleUsed for
WNA world nuclear power page1World Nuclear Association2025supportsfleet
IAEA projections2IAEA2025context2050 cases
IEA nuclear report28IEA2025contextpathway
NEA small reactor dashboard29OECD NEA2024contextdesign counts
Uranium Red Book30OECD NEA and IAEA2024contextresources and demand
IAEA small reactor booklet42IAEA2022contextdesign catalogue
WNA enrichment page12World Nuclear Association2025supportscapacity
IAEA reactor database32IAEA2026contextreactor records

Where the evidence agrees

  • Recent large reactors ran far over first estimates151720
  • HALEU supply is below the demand DOE estimates11
  • Spent-fuel disposal needs long lead times22

Where it is unsettled

  • What advanced and small reactors will cost when built at scale2526
  • How waste volumes compare across designs on a common basis27
  • How fast first-of-a-kind units will be delivered against announced schedules1418

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 10US Nuclear Regulatory Commission (ed.), 10 CFR Part 53 rulemaking page (final rule 91 FR 15696; risk-informed, performance-based, technology-inclusive framework; background in NEIMA and the ADVANCE Act). US Nuclear Regulatory Commission, Rockville. Observation year 2026. Accessed 2026-11-03.back
  2. 3The White House (ed.), Ordering the Reform of the Nuclear Regulatory Commission, Executive Order 14300, 23 May 2025 (goal of 400 GW by 2050 from about 100 GW in 2024; 18-month limit for new reactor decisions; 1-year limit for continued operation). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  3. 5UNVERIFIED, not opened: The White House (ed.), Reforming Nuclear Reactor Testing at the Department of Energy, Executive Order 14301, 23 May 2025, the page address returned not found; the goal of three reactors achieving criticality by 4 July 2026 is taken from the American Nuclear Society report. The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  4. 4The White House (ed.), Reinvigorating the Nuclear Industrial Base, Executive Order 14302, 23 May 2025 (5 GW of uprates; 10 new large reactors with complete designs under construction by 2030; fuel, enrichment and spent fuel directions). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  5. 37UNVERIFIED, not opened: ADVANCE Act of 2024, Public Law 118-67, United States Congress, cited from memory without a figure; the NRC Part 53 page names the Act as background. Observation year 2024. Accessed 2026-11-03.back
  6. 12World Nuclear Association (ed.), Uranium Enrichment (information library page; capacity table from the WNA Nuclear Fuel Report 2025: 68.076 million SWU in 2025, Rosatom 29.133, Urenco 17.300, CNNC 13.789 estimated, Orano 7.500; US ban on Russian low-enriched uranium from August 2024). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  7. 14World Nuclear Association (ed.), Nuclear Power in Canada (country profile; Darlington BWRX-300, construction licence April 2025, first nuclear concrete 26 June 2026, operation expected 2030, CAD 20.9 billion for four units; page lists 316 MWe gross and describes 300 MWe). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  8. 19World Nuclear Association (ed.), Nuclear Power in South Korea (country profile; 26 operable units, 25,609 MWe; i-SMR 170 MWe design, standard design approval application February 2026, approval targeted 2028; Barakah units in operation, last in September 2024). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  9. 40UNVERIFIED, not opened: Generation IV International Forum (ed.), Generation IV systems, the page address returned not found; the forum and its six concepts are described in the World Nuclear Association page. GIF, Paris. Observation year 2025. Accessed 2026-11-03.back
  10. 41UNVERIFIED, not opened: European Commission (ed.), Complementary Climate Delegated Act on nuclear and gas activities in the EU taxonomy, 2022, cited from memory without a figure. European Commission, Brussels. Observation year 2022. Accessed 2026-11-03.back
  11. 8US Department of Energy, Office of Nuclear Energy (ed.), NRC Issues Construction Permit for TerraPower’s Natrium Advanced Reactor (article, 9 March 2026; 345 MWe sodium-cooled fast reactor, storage lifts output to 500 MW; Kemmerer Unit 1, Wyoming; operating licence separate). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  12. 21POST-CLOSE, context only: World Nuclear Association (ed.), Nuclear Power in Finland (country profile; Olkiluoto 3 contract of EUR 3.2 billion for mid-2009, regular production April 2023; Onkalo operating licence granted October 2026 valid to the end of 2070, after the 30 September evidence close). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  13. 25Steigerwald, B., Weibezahn, J., Slowik, M. and von Hirschhausen, C., Uncertainties in estimating production costs of future nuclear technologies: a model-based analysis of small modular reactors, Energy 281, 128204, 2023 (abstract page read). Elsevier, Amsterdam. Observation year 2023. Accessed 2026-11-03.back
  14. 26Steigerwald, B. et al., Future nuclear fission reactors: uncertainties, the effect of parameter choice and an application to small modular reactor concepts, Safety of Nuclear Waste Disposal 2, 217, 2023 (abstract page read; 15 concepts; none competes with existing renewables on its assumptions). Copernicus Publications, Gottingen. Observation year 2023. Accessed 2026-11-03.back
  15. 27Krall, L.M., Macfarlane, A.M. and Ewing, R.C., Nuclear waste from small modular reactors, Proceedings of the National Academy of Sciences 119(23), e2111833119, 2022 (open-access full text, abstract and conclusions read; waste volume factors of 2 to 30; three designs). National Academy of Sciences, Washington. Observation year 2022. Accessed 2026-11-03.back
  16. 36UNVERIFIED, not opened: IPCC (ed.), Climate Change 2022: Mitigation of Climate Change, Working Group III, chapter 6, the page returned forbidden; no figure from it is used. Intergovernmental Panel on Climate Change, Geneva. Observation year 2022. Accessed 2026-11-03.back
  17. 35UNVERIFIED, not opened: UNECE (ed.), Life Cycle Assessment of Electricity Generation Options, 2021, the page returned forbidden; no figure from it is used. United Nations Economic Commission for Europe, Geneva. Observation year 2021. Accessed 2026-11-03.back
  18. 7US Department of Energy (ed.), Department of Energy Celebrates Fourth Criticality Ahead of July 4th Goal (press release, 6 July 2026; Aalo-X, Mark-0, Ward 250 and Unity; zero-power fueled criticality; agency announcement). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  19. 11US Department of Energy, Office of Nuclear Energy (ed.), What is high-assay low-enriched uranium (HALEU)? (article of 3 December 2024; enrichment 5% to less than 20% U-235; demand could reach 50 metric tons a year by 2035; Piketon more than 100 kg enriched). US Department of Energy, Washington. Observation year 2024. Accessed 2026-11-03.back
  20. 24US Department of Energy, Office of Nuclear Energy (ed.), Advanced Reactor Demonstration Program (programme page; USD 160 million initial funding; demonstrations within 7 years of award; ARC 20 designs for the mid-2030s). US Department of Energy, Washington. Observation year 2025. Accessed 2026-11-03.back
  21. 31UNVERIFIED, not opened: US Nuclear Regulatory Commission (ed.), NuScale US460 standard design approval page, the page address returned not found; the approval is cited from memory without a figure. US NRC, Rockville. Observation year 2025. Accessed 2026-11-03.back
  22. 38UNVERIFIED, not opened: US Nuclear Regulatory Commission (ed.), Kairos Power Hermes test reactor licensing page, the page address returned not found; no figure from it is used. US NRC, Rockville. Observation year 2025. Accessed 2026-11-03.back
  23. 39UNVERIFIED, not opened: Ontario Power Generation (ed.), Darlington New Nuclear Project page, the page returned forbidden; Darlington figures are taken from the World Nuclear Association country profile. OPG, Toronto. Observation year 2026. Accessed 2026-11-03.back
  24. 34UNVERIFIED, not opened: Declaration to Triple Nuclear Energy, COP28, December 2023, cited from memory without a figure. Signatory national governments. Observation year 2023. Accessed 2026-11-03.back
  25. 33UNVERIFIED, not opened: World Bank Group (ed.), press release on ending the ban on financing nuclear energy, June 2025, the page address returned not found; cited from memory without a figure. World Bank, Washington. Observation year 2025. Accessed 2026-11-03.back
  26. 1World Nuclear Association (ed.), Nuclear Power in the World Today (information library page; 443 operable reactors, 405,667 MWe net, about 9% of world electricity, 80 under construction with 87,813 MWe gross; electricity data for 2025). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  27. 2UNVERIFIED, not opened: IAEA (ed.), Energy, Electricity and Nuclear Power Estimates for the Period up to 2050, 2025 edition (377 GW at end of 2024; high case 992 GW and low case 561 GW in 2050), taken from search-result summaries of trade reports; the IAEA page was not retrieved. International Atomic Energy Agency, Vienna. Observation year 2025. Accessed 2026-11-03.back
  28. 28UNVERIFIED, not opened: IEA (ed.), The Path to a New Era for Nuclear Energy, January 2025, the page returned forbidden; no figure from it is used. International Energy Agency, Paris. Observation year 2025. Accessed 2026-11-03.back
  29. 29UNVERIFIED, not opened: OECD Nuclear Energy Agency (ed.), The NEA Small Modular Reactor Dashboard, second edition, the page returned a service error; no figure from it is used. OECD NEA, Paris. Observation year 2024. Accessed 2026-11-03.back
  30. 30UNVERIFIED, not opened: OECD NEA and IAEA (eds.), Uranium 2024: Resources, Production and Demand, the page returned forbidden; no figure from it is used. OECD NEA, Paris. Observation year 2025. Accessed 2026-11-03.back
  31. 42UNVERIFIED, not opened: IAEA (ed.), Advances in Small Modular Reactor Technology Developments, 2022 edition, cited from memory without a figure. International Atomic Energy Agency, Vienna. Observation year 2022. Accessed 2026-11-03.back
  32. 32UNVERIFIED, not opened: IAEA (ed.), Power Reactor Information System, the analytics page returned only its title; no figure from it is used. International Atomic Energy Agency, Vienna. Observation year 2026. Accessed 2026-11-03.back
  33. 15World Nuclear Association (ed.), Nuclear Power in the USA (country profile; 94 operable reactors, 96,952 MWe; Vogtle 3 and 4 cost estimates; Kemmerer permit March 2026; Clinch River construction licence September 2026; Palisades and Crane restart status; page states three reactors critical by July 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  34. 17World Nuclear Association (ed.), Nuclear Power in the United Kingdom (country profile, first 100,000 characters read; Rolls-Royce SMR delivery contract April 2026 for three Wylfa units with up to GBP 599 million loan financing; Hinkley Point C GBP 35 billion in 2015 prices, February 2026; Sizewell C). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  35. 20World Nuclear Association (ed.), Nuclear Power in France (country profile, first 100,000 characters read; 57 operable reactors; EPR2 six units, EUR 72.8 billion estimate of December 2025; Flamanville 3 grid connection December 2024, EUR 13.2 billion estimate of December 2022). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  36. 22World Nuclear Association (ed.), Storage and Disposal of Radioactive Wastes (information library page; Finland, Sweden, France and US repository milestones; Cigéo commissioning planned for 2050; Yucca Mountain suspended). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  37. 18World Nuclear Association (ed.), Nuclear Power in China (country profile, first 100,000 characters read; 65 reactors, 65,085 MWe operable; 39 under construction; HTR-PM commercial operation December 2023; Linglong One commissioning expected during 2026; 110 GWe target by 2030). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back

The 2027 agenda

Eight bounded questions open the 2027 advanced nuclear agenda. Each comes from a baseline finding, names the initiative that will carry it and the first output due in the 2027 advanced nuclear edition.

5 min read0 figures6 tables3 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

7.1Questions for the operational series

  1. Q-01

    How much enrichment and HALEU capacity will exist each year to 2030, and where are the chokepoints?

    INI-XT15-FUE-01 · fuel supply; first output: fuel supply map.

  2. Q-02

    How do announced schedules compare with delivered first-of-a-kind units?

    INI-XT15-DLV-02 · schedule against delivery; first output: schedule-against-delivery table.

  3. Q-03

    How do waste and spent-fuel volumes of advanced designs compare on a common basis?

    INI-XT15-WST-03 · waste on a common basis; first output: waste comparison table.

  4. Q-04

    What do first-of-a-kind and later units cost on a common basis, and what was assumed?

    INI-XT15-CST-04 · cost on a common basis; first output: cost table.

  5. Q-05

    How long do licensing reviews take under Part 53 and in other jurisdictions?

    INI-XT15-LIC-05 · licensing pace; first output: review-time table.

  6. Q-06

    Which national fuel-cycle and uranium supply data can be bound from primary sources?

    To be admitted in 2027; first output: data gap register.

  7. Q-07

    What workforce and fabrication capacity exists for reactor construction and fuel production?

    To be admitted in 2027; first output: scoping note.

  8. Q-08

    Which readiness capabilities have been tested in real projects, and which are only planned?

    Readiness capability register; first output: rung evidence for 15 functions.

7.2Portfolio proposed for the Q1 2027 alignment

Five initiatives and one Universe mission candidate are proposed for the 2027 advanced nuclear portfolio. They are programme objects: no partner, funder or member is attached to them in this edition.

Table 7.1Objects proposed for the first operational quarter
IDObjectKindQuestionState
INI-XT15-FUE-01Fuel supplyInitiativeQ-01PROPOSED
INI-XT15-DLV-02Schedule against deliveryInitiativeQ-02PROPOSED
INI-XT15-WST-03Waste on a common basisInitiativeQ-03PROPOSED
INI-XT15-CST-04Cost on a common basisInitiativeQ-04PROPOSED
INI-XT15-LIC-05Licensing paceInitiativeQ-05PROPOSED
MSN-XT15-2027-01Fuel and delivery Universe missionMissionQ-01Candidate

7.3The pathway

The advanced nuclear edition reads national readiness chapters, the coupled sector reports on energy, minerals and supply chains, and the global edition through one governed evidence graph. At baseline the federation is designed; the global energy and lifeline editions are drafted. This page states what exists today and what comes next.

  1. 01

    National readiness chapters

    nuclear programme and fuel readiness in each national edition

    IN PREPARATION · national baselines

  2. 02

    Sector couplings

    GS-02 energy · SR-04 minerals · SR-03 supply chains

    GS-02 DRAFTED · sector baselines

  3. 03

    Technology system model

    reactors, fuel cycle, siting, waste, licensing

    v0 SPECIFIED · v1 with federation evidence

  4. 04

    Strategic links

    SR-02 lifeline systems · SR-13 strategic technology

    PLANNED · strategic baselines

  5. 05

    Universe

    annual proving environment

    CANDIDATE MISSION · mandate in 2027

  6. 06

    XT-15 report

    this series

    BASELINE DRAFT · 2027 annual edition

  7. 07

    Evidence and correction

    one graph, many projections

    OPEN · first correction cycle in 2027

7.4Universe 2027: evidence pack for the advanced nuclear candidate mission

  1. 01

    Mandate

  2. 02

    Core Build · 1 month

  3. 03

    Action · 1 week

  4. 04

    Evidence seal

  5. 05

    Portfolio correction

  6. 06

    Next mandate

Table 7.2Universe 2027: evidence pack for the advanced nuclear candidate mission
ItemRecordStateTiming
F1Annual mandate recordPLANNEDafter the Q2 2027 alignment
F2Core Build recordPLANNEDone month before the exercise
F3Exercise evidencePLANNEDduring the Action week
F4Decision packetsPLANNEDexercise state only
F5Proof receiptsPLANNEDscoped to each recorded check
F6After-action reportPLANNEDwithin one quarter
F7Upgrade docketPLANNEDrouted to the Portfolio
F8Portfolio renewalPLANNED2027 global annual edition
F9Public synthesisPLANNEDpublic-safe extracts only

Mission

ID
MSN-XT15-2027-01 · Fuel and delivery Universe mission
Role spine
Leadership sponsor · Institutional anchor · Mission lead: drawn from national pathways
Receiving actors
to be identified with the mandate

7.5Handoffs and routing

Where the baseline’s findings go next. A handoff routes a finding for awareness, review or work; it transfers no authority.

Table 7.3Handoffs and routing
FindingRouted toPurposeClass
INF-001 · fleetINI-XT15-DLV-02schedule against deliveryPUBLIC
INF-003 · Natrium permitINI-XT15-DLV-02schedule against deliveryPUBLIC
GOV-004 · Part 53INI-XT15-LIC-05licensing pacePUBLIC
MIN-006 · HALEUINI-XT15-FUE-01fuel supplyPUBLIC
TRD-007 · enrichmentINI-XT15-FUE-01fuel supplyPUBLIC
FIN-008 · large-unit costINI-XT15-CST-04cost on a common basisPUBLIC
WAS-010 · waste volumesINI-XT15-WST-03waste on a common basisPUBLIC
SYS-012 · compound pathwayMSN-XT15-2027-01Universe candidateCONSORTIUM
Table 7.4Routing rules by publication class
ClassWhere it goesWho can see it
PUBLICthe published edition and its evidence bundleanyone
CONSORTIUMgoverned rooms of the federationconsortium members under agreement
CONTROLLEDneed-to-know channelsnamed competent actors only

7.6Feeds and signal register

Table 7.5Feeds watched from 2027
FeedProducerLatencyFeeds into
NRC and DOE news pages on advanced reactorsregulator and agencyper releaseINF-003
Reactor Pilot Program updatesDOE and companiesper eventINF-002
World nuclear fleet and country pagesindustry associationcontinuousINF-001
HALEU and enrichment noticesDOE and operatorsper eventMIN-006
Enrichment capacity dataindustry associationannualTRD-007
Country cost and schedule recordsowners and national audit bodiesper eventFIN-008
Repository licensing noticesnational regulatorsper eventWAS-010

Escalation routes

  • none · keep monitoring
  • research question
  • project
  • risk object
  • annual publication
  • signal report
Table 7.6Signals at baseline
IDSignalCorroborationSystemsRoute
SIG-XT15-001Four DOE-authorized test reactors reached criticality by 4 July 20267CORROBORATEDINFresearch question Q-02
SIG-XT15-002NRC construction permit for a sodium-cooled power reactor in March 20268CORROBORATEDINF · GOVresearch question Q-05
SIG-XT15-003Operating licence for Finnish used-fuel disposal in October 202621PARTIALWAS · GOVinitiative Q-03

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 7US Department of Energy (ed.), Department of Energy Celebrates Fourth Criticality Ahead of July 4th Goal (press release, 6 July 2026; Aalo-X, Mark-0, Ward 250 and Unity; zero-power fueled criticality; agency announcement). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  2. 8US Department of Energy, Office of Nuclear Energy (ed.), NRC Issues Construction Permit for TerraPower’s Natrium Advanced Reactor (article, 9 March 2026; 345 MWe sodium-cooled fast reactor, storage lifts output to 500 MW; Kemmerer Unit 1, Wyoming; operating licence separate). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  3. 21POST-CLOSE, context only: World Nuclear Association (ed.), Nuclear Power in Finland (country profile; Olkiluoto 3 contract of EUR 3.2 billion for mid-2009, regular production April 2023; Onkalo operating licence granted October 2026 valid to the end of 2070, after the 30 September evidence close). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back

Systems in depth

One section per system: its state at evidence close, its exposures and what the operational series will watch.

10 min read0 figures5 tables24 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

8.1Reactor designs and deployment

The fleet is large and mature. New designs are at the demonstration stage, with test reactors, one construction permit for a sodium-cooled power reactor and first small units in construction or contract.

443reactors

operable worldwide, 20251

4test reactors

critical under the DOE pilot program by 4 July 20267

345MWe

Natrium reactor under a construction permit, 20268

Table 8.1State at baseline
ComponentStateEvidenceStatus
World fleet443 operable and 80 under construction in 20251Reported
Test reactorsfour DOE-authorized reactors reached zero-power criticality in June and July 202667Reported
Small and advanced unitsBWRX-300 in construction at Darlington; Rolls-Royce SMR contract for Wylfa; i-SMR design in review; Linglong One in commissioning14171819Reported
Fast and floating reactorsBREST-OD-300 under construction in Russia; two KLT-40S units supplying power since 20191623Reported

Couplings

  • ENE ↔ INF capacity and delivery
  • MIN → INF fuel
  • FIN → INF construction

Evidence to bind in 2027

  • operating record of advanced units
  • delivered cost against plan

Related editions

  • GLB Global Systems
  • GS-02 Energy
  • XT-14 Fusion and Frontier Energy
  • XT-16 Advanced Energy Storage
  • SR-04 Critical Minerals and Strategic Materials
  • SR-03 Global Supply Chains, Trade and Chokepoints

8.2Siting, cooling, heat and waste

Reactors need sites, cooling and a route for used fuel. Waste volume of new designs is contested, and the first operating licence for used-fuel disposal was granted in Finland in October 2026.

2 to 30times

waste volume factors in a peer-reviewed study of three designs27

2070year

end of the Onkalo operating licence, granted October 202621

2050year

planned start of the French Cigéo repository22

Table 8.2State at baseline
ComponentStateEvidenceStatus
Waste volumewater-, molten-salt- and sodium-cooled small reactors raise waste volume by factors of 2 to 30 in one study27Reported
RepositoriesFinland licensed in October 2026; Sweden building on site; France plans commissioning in 2050; the US Yucca Mountain project is suspended2122Reported
Cooling waternot published for new sites in the sources opened1Expert input
Sitingone new unit sited near an existing coal-fired plant8Reported

Couplings

  • ENE → WAT cooling water
  • WAS → GOV repository licensing
  • INF → ENE site delivery

Evidence to bind in 2027

  • cooling-water and land use of new sites
  • waste on a common basis

Related editions

  • GLB Global Systems
  • GS-02 Energy
  • XT-14 Fusion and Frontier Energy
  • XT-16 Advanced Energy Storage
  • SR-04 Critical Minerals and Strategic Materials
  • SR-03 Global Supply Chains, Trade and Chokepoints

8.3Fuel, enrichment and materials

Many new designs need HALEU. Enrichment capacity is concentrated, and the United States restricts imports of Russian low-enriched uranium.

5 to <20% U-235

HALEU enrichment range11

68.076million SWU

world enrichment capacity, 202512

42.8%

Rosatom share of capacity, derived12

Table 8.3State at baseline
ComponentStateEvidenceStatus
HALEUDOE estimates demand up to 50 tonnes a year by 2035; Piketon had enriched more than 100 kg11Reported
Enrichment capacityfour operators hold nearly all capacity; China values are estimates12Reported
Import limitsUS ban on Russian low-enriched uranium from August 2024, with waivers12Reported
Fabrication and materialscapacity by country not bound11Expert input

Couplings

  • MIN → ENE fuel supply
  • TRD → MIN import limits
  • FIN → MIN enrichment investment

Evidence to bind in 2027

  • HALEU output by year
  • fabrication capacity by country

Related editions

  • GLB Global Systems
  • GS-02 Energy
  • XT-14 Fusion and Frontier Energy
  • XT-16 Advanced Energy Storage
  • SR-04 Critical Minerals and Strategic Materials
  • SR-03 Global Supply Chains, Trade and Chokepoints

8.4Economy, cost and workforce

Recent large reactors ran far over first estimates. Small-reactor costs are modelled, contested and not yet delivered.

30.34USD billion

Vogtle 3 and 4 estimate, May 202215

72.8EUR billion

EPR2 six-unit estimate, December 202520

20.9CAD billion

four planned Darlington units14

Table 8.4State at baseline
ComponentStateEvidenceStatus
Large unitsVogtle 3 and 4 at USD 30.34 billion against an initial USD 14 billion; Hinkley Point C at GBP 35 billion in 2015 prices1517Reported
Small reactorsnone of 15 modelled concepts competed with existing renewables in one study; results depend on assumptions2526Reported
Programme estimatesEPR2 at EUR 72.8 billion for six units; Darlington at CAD 20.9 billion for four1420Reported
Workforceskills gaps likely; no figure bound1Expert input

Couplings

  • FIN → INF construction
  • ENE → FIN revenue
  • HLT → INF workforce

Evidence to bind in 2027

  • delivered cost of advanced units
  • workforce size and skills gaps

Related editions

  • GLB Global Systems
  • GS-02 Energy
  • XT-14 Fusion and Frontier Energy
  • XT-16 Advanced Energy Storage
  • SR-04 Critical Minerals and Strategic Materials
  • SR-03 Global Supply Chains, Trade and Chokepoints

8.5Safety, licensing and governance watch

Licensing is the main public lever. The United States has published a technology-inclusive framework and set goals, and other regulators are reviewing first designs.

400GW

US capacity goal for 2050 in the May 2025 order3

18months

limit set for new reactor licensing decisions in the order3

2028year

target for approval of the Korean i-SMR design19

Table 8.5State at baseline
ComponentStateEvidenceStatus
Licensing frameworkPart 53 final rule published in 202610Reported
Executive goals400 GW by 2050; 5 GW of uprates and 10 large reactors under construction by 203034Reported
Other regulatorsCanadian construction licence in April 2025; Korean design review from February 20261419Reported
Finance and policytripling goal and taxonomy treatment noted; texts not opened3441Inferred

Couplings

  • GOV → INF licensing pace
  • GOV → MIN fuel policy
  • GOV → TRD import limits

Evidence to bind in 2027

  • review times outside the United States
  • text of national policies

Related editions

  • GLB Global Systems
  • GS-02 Energy
  • XT-14 Fusion and Frontier Energy
  • XT-16 Advanced Energy Storage
  • SR-04 Critical Minerals and Strategic Materials
  • SR-03 Global Supply Chains, Trade and Chokepoints

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 1World Nuclear Association (ed.), Nuclear Power in the World Today (information library page; 443 operable reactors, 405,667 MWe net, about 9% of world electricity, 80 under construction with 87,813 MWe gross; electricity data for 2025). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  2. 7US Department of Energy (ed.), Department of Energy Celebrates Fourth Criticality Ahead of July 4th Goal (press release, 6 July 2026; Aalo-X, Mark-0, Ward 250 and Unity; zero-power fueled criticality; agency announcement). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  3. 8US Department of Energy, Office of Nuclear Energy (ed.), NRC Issues Construction Permit for TerraPower’s Natrium Advanced Reactor (article, 9 March 2026; 345 MWe sodium-cooled fast reactor, storage lifts output to 500 MW; Kemmerer Unit 1, Wyoming; operating licence separate). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  4. 6American Nuclear Society (ed.), The deadline arrives: checking in on the Reactor Pilot Program (news article, 2 July 2026; criticality by Antares 4 June, Valar 18 June, Deployable Energy 1 July; ten companies selected in August 2025; status of the remaining participants). American Nuclear Society, La Grange Park. Observation year 2026. Accessed 2026-11-03.back
  5. 14World Nuclear Association (ed.), Nuclear Power in Canada (country profile; Darlington BWRX-300, construction licence April 2025, first nuclear concrete 26 June 2026, operation expected 2030, CAD 20.9 billion for four units; page lists 316 MWe gross and describes 300 MWe). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  6. 17World Nuclear Association (ed.), Nuclear Power in the United Kingdom (country profile, first 100,000 characters read; Rolls-Royce SMR delivery contract April 2026 for three Wylfa units with up to GBP 599 million loan financing; Hinkley Point C GBP 35 billion in 2015 prices, February 2026; Sizewell C). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  7. 18World Nuclear Association (ed.), Nuclear Power in China (country profile, first 100,000 characters read; 65 reactors, 65,085 MWe operable; 39 under construction; HTR-PM commercial operation December 2023; Linglong One commissioning expected during 2026; 110 GWe target by 2030). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  8. 19World Nuclear Association (ed.), Nuclear Power in South Korea (country profile; 26 operable units, 25,609 MWe; i-SMR 170 MWe design, standard design approval application February 2026, approval targeted 2028; Barakah units in operation, last in September 2024). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  9. 16POST-CLOSE, context only: World Nuclear Association (ed.), Nuclear Power in Russia (country profile, first 100,000 characters read; 34 operable reactors, 27,969 MWe; BREST-OD-300 under construction since June 2021; Akademik Lomonosov 2 x 32 MWe, grid connection December 2019; Indonesia agreement October 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  10. 23World Nuclear Association (ed.), Advanced Nuclear Power Reactors (information library page, updated November 2025; Generation IV forum set up in 2001 with six concepts; sodium-cooled and lead-cooled fast reactors; molten salt reactors not covered). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  11. 27Krall, L.M., Macfarlane, A.M. and Ewing, R.C., Nuclear waste from small modular reactors, Proceedings of the National Academy of Sciences 119(23), e2111833119, 2022 (open-access full text, abstract and conclusions read; waste volume factors of 2 to 30; three designs). National Academy of Sciences, Washington. Observation year 2022. Accessed 2026-11-03.back
  12. 21POST-CLOSE, context only: World Nuclear Association (ed.), Nuclear Power in Finland (country profile; Olkiluoto 3 contract of EUR 3.2 billion for mid-2009, regular production April 2023; Onkalo operating licence granted October 2026 valid to the end of 2070, after the 30 September evidence close). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  13. 22World Nuclear Association (ed.), Storage and Disposal of Radioactive Wastes (information library page; Finland, Sweden, France and US repository milestones; Cigéo commissioning planned for 2050; Yucca Mountain suspended). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  14. 11US Department of Energy, Office of Nuclear Energy (ed.), What is high-assay low-enriched uranium (HALEU)? (article of 3 December 2024; enrichment 5% to less than 20% U-235; demand could reach 50 metric tons a year by 2035; Piketon more than 100 kg enriched). US Department of Energy, Washington. Observation year 2024. Accessed 2026-11-03.back
  15. 12World Nuclear Association (ed.), Uranium Enrichment (information library page; capacity table from the WNA Nuclear Fuel Report 2025: 68.076 million SWU in 2025, Rosatom 29.133, Urenco 17.300, CNNC 13.789 estimated, Orano 7.500; US ban on Russian low-enriched uranium from August 2024). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  16. 15World Nuclear Association (ed.), Nuclear Power in the USA (country profile; 94 operable reactors, 96,952 MWe; Vogtle 3 and 4 cost estimates; Kemmerer permit March 2026; Clinch River construction licence September 2026; Palisades and Crane restart status; page states three reactors critical by July 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  17. 20World Nuclear Association (ed.), Nuclear Power in France (country profile, first 100,000 characters read; 57 operable reactors; EPR2 six units, EUR 72.8 billion estimate of December 2025; Flamanville 3 grid connection December 2024, EUR 13.2 billion estimate of December 2022). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  18. 25Steigerwald, B., Weibezahn, J., Slowik, M. and von Hirschhausen, C., Uncertainties in estimating production costs of future nuclear technologies: a model-based analysis of small modular reactors, Energy 281, 128204, 2023 (abstract page read). Elsevier, Amsterdam. Observation year 2023. Accessed 2026-11-03.back
  19. 26Steigerwald, B. et al., Future nuclear fission reactors: uncertainties, the effect of parameter choice and an application to small modular reactor concepts, Safety of Nuclear Waste Disposal 2, 217, 2023 (abstract page read; 15 concepts; none competes with existing renewables on its assumptions). Copernicus Publications, Gottingen. Observation year 2023. Accessed 2026-11-03.back
  20. 3The White House (ed.), Ordering the Reform of the Nuclear Regulatory Commission, Executive Order 14300, 23 May 2025 (goal of 400 GW by 2050 from about 100 GW in 2024; 18-month limit for new reactor decisions; 1-year limit for continued operation). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  21. 10US Nuclear Regulatory Commission (ed.), 10 CFR Part 53 rulemaking page (final rule 91 FR 15696; risk-informed, performance-based, technology-inclusive framework; background in NEIMA and the ADVANCE Act). US Nuclear Regulatory Commission, Rockville. Observation year 2026. Accessed 2026-11-03.back
  22. 4The White House (ed.), Reinvigorating the Nuclear Industrial Base, Executive Order 14302, 23 May 2025 (5 GW of uprates; 10 new large reactors with complete designs under construction by 2030; fuel, enrichment and spent fuel directions). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  23. 34UNVERIFIED, not opened: Declaration to Triple Nuclear Energy, COP28, December 2023, cited from memory without a figure. Signatory national governments. Observation year 2023. Accessed 2026-11-03.back
  24. 41UNVERIFIED, not opened: European Commission (ed.), Complementary Climate Delegated Act on nuclear and gas activities in the EU taxonomy, 2022, cited from memory without a figure. European Commission, Brussels. Observation year 2022. Accessed 2026-11-03.back

Methodology

How the edition was made: methods, the model card, the evidence cut and its age, the acceptance record and the glossary.

14 min read0 figures13 tables20 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

A.1Methods

The global baseline uses published values and four simple derivations. Each is shown in full so that any reader can reproduce it.

Table A.1Methods
No.DerivationCalculationResult
(1)Rosatom share of 2025 world enrichment capacity29.133 ÷ 68.076≈ 42.8%
(2)Ratio of Vogtle 3 and 4 cost estimate of May 2022 to the initial estimate30.34 ÷ 14≈ 2.17 times
(3)NRC review time for the Natrium permit against the initial schedule18 ÷ 27≈ 0.67
(4)Average net capacity per operable reactor, 2025405,667 ÷ 443≈ 916 MWe
Table A.2Coupling strength scale (matrix and model card)
StrengthDefinition
STRONGa disruption in the source system has historically changed the target system’s service or output within one season, in more than one region
MODERATEan effect is documented but buffered or slower
WEAKan effect is plausible but not documented at global scale
Table A.3Status grammar
LabelRule
Reportedvalue as issued by its source, with year
Inferredreasoned from cited evidence; never a measurement
EstimatedNexus analytical value with stated method
Scenarioconditional on stated assumptions
Expert inputstructured editorial judgement awaiting evidence

A.2Model card, Advanced nuclear System Model v0

Model ID
MDL-XT15-FISSION · v0.1
Purpose
represent advanced nuclear fission as infrastructure coupled to energy, fuel supply and enrichment, siting and waste, finance, workforce and licensing
Family
graph-based system of systems
Inputs
the cited sources of this edition; no proprietary data
Method
expert-specified coupling strengths (STRONG · MODERATE · WEAK) from assessments and analogue events
Validation
none yet, first validation against federation evidence in 2027
Uncertainty
qualitative; strengths are hypotheses, not measurements
Domain of validity
global scale; not for asset-, site- or country-level use
Reproducibility
strength table and sources published in this edition
20couplings

typed in v0

0strong

documented within one season

0moderate

documented, buffered

20weak

plausible, undocumented

A.3The baseline evidence cut

Every Nexus edition is published from a frozen evidence cut. The global baseline cut is documentary: it pins the exact edition of every source cited. Federation cuts begin with the first national Foundry cuts in 2027.

Cut ID
DC-XTECH-FISSION-GLOBAL-2026-B0
Type
baseline documentary cut
Resolution policy
pinned · as of 30 September 2026
Sources pinned
42 cited sources, each at the edition and access date in the references
Model runs
none at baseline, analytical values are stated with their method
Digest
computed at freeze and recorded in the publication record
Supersedes
nothing, first cut of the series
Superseded by
the 2027 advanced nuclear annual cut

Lineage

  1. 01

    source edition

  2. 02

    pinned citation

  3. 03

    finding

  4. 04

    page

  5. 05

    publication record

Table A.4From the baseline cut to the federation cut
ElementBaseline 20262027 global annual
Sourcescited global publications, pinned by editionnational, regional and sector cuts through one graph
Analysisstated methods and editorial estimatestyped analysis specifications
ModelsAdvanced nuclear System Model v0 specificationmodel runs with receipts
Findingstwelve baseline findingsfindings re-bound to federation evidence
Reviewfive passes scheduledfive passes on the exact digest

A.4Evidence age and coverage

A 2026 global edition rests on evidence observed in many different years. This page shows each time base, so that no single year label hides older evidence.

Table A.5Evidence age and coverage
IndicatorObservedReleasedCadenceNext release
Fleet counts2025page read 2026-11-03continuousnext annual update
Pilot program criticality2026Jun to Jul 2026per eventremaining participants
Natrium permit2026Mar 2026one-offoperating licence
Part 53 rule2026Mar 2026one-offfirst application
HALEU page2024Dec 2024periodicnew DOE update
Enrichment capacity2025fuel report 2025annualnext report
Reactor cost records2022 to 2026May 2022 to Feb 2026per eventnew estimates
Waste volume study2022May 2022one-offnew studies
Table A.6Coverage by system at baseline
SystemCoverageThinnest dimension
ReactorsPARTIALoperating record of advanced units
LicensingGOODreview times outside the United States
FuelPARTIALHALEU output by year
CostPARTIALdelivered cost of advanced units
WasteTHINcommon basis for comparison
Supply chainTHINfabrication capacity
SkillsTHINworkforce numbers
Climate roleTHINlife-cycle emissions
Table A.7Designed empty states: what is not bound, what would fill it and why
FieldSource that would fill itBlocker
Delivered cost of first-of-a-kind advanced and small reactorsowners, national audit bodies, regulator filingsno advanced unit is complete; only modelled costs and large-unit records were read151725
HALEU production against demand, by yearDOE, Centrus, national statisticsone DOE page read; output by year not found11
World nuclear capacity projections for 2050 from the IAEA reportIAEA Energy, Electricity and Nuclear Power Estimatesthe report page was not opened; figures appear only in trade summaries2
Executive Order 14301 text on the test reactor goalWhite House presidential actionsthe page address returned not found; the goal comes from a society report56
Operating record of any commercial advanced reactoroperators and regulatorsnone found operating at baseline
Linglong One commissioning and commercial operationCNNC and national regulator releasesthe profile page says commissioning is expected during 2026; no confirmation was found18
Count of small reactor designs and projectsOECD NEA dashboard, IAEA bookletthe dashboard page returned a service error; the booklet was not opened2942
Uranium resources and demand projectionsOECD NEA and IAEA Red Bookthe page returned forbidden30
Life-cycle emissions of nuclear generationUNECE, IPCCboth pages returned forbidden or could not be read3536
Cooling-water and land use of new sitessite licence applications and environmental reportsnot retrieved
Fabrication capacity and materials dependence by countryindustry and trade statisticsnot retrieved
Nuclear workforce size and skills gapsnational statistics, OECD, industry surveysnot retrieved; capability rung stays LISTED
Regulator pages for NuScale, Kairos and DarlingtonNRC, CNSC, OPGpages returned not found or forbidden; figures come from country profiles14313839
Capability rungs beyond licensing and planningagencies, operators, laboratoriesnot reviewed

A.5Evidence cards, two anchor sources

Issued by the US Department of Energy in March 2026. One-off. Role: binds INF-003 and the licensing tile. Coverage: one sodium-cooled reactor at one site.

EVD-XT15-001

Natrium construction permit release8

Compiled by the World Nuclear Association from its 2025 fuel report. Annual. Role: binds TRD-007 and the supply tile. Coverage: operator capacity for 2022, 2025 and a 2030 projection.

EVD-XT15-002

Uranium enrichment capacity table12

Table A.8Quality dimensions at baseline
DimensionEVD-XT15-001EVD-XT15-002
Completenessone reactor; scope of permit statedfour operators plus others; China estimated
Timelinessissued within days of the permitannual; 2025 data
Revisionno correction seenannual updates
Method transparencyreview process described by the agencycompiled data; China method stated
External validationregulator decisionindustry compilation

Evidence cards to follow in 2027

  • DOE8: operating licence application and fuel-load plan
  • World Nuclear Association12: fuel report method and source tables
  • IAEA2: report text for 2050 cases
  • NRC10: first application under the new framework

A.6Publication acceptance record

Editorial self-check at evidence close. Every applicable item carries a disposition; the remaining items are review, approval and deposit.

Table A.9Publication acceptance record
GroupAreaItemsPassN/APending
D1Identity and scope8800
D2Source and data12912
D3Analysis and models12381
D4Findings and claims9801
D5Figures, tables, maps10622
D6Editorial and citations10802
D7Review and approval130013
D8Artefact and design12705
D9Registry and release9009

Publication gate

Conditions met
14 of 23 at evidence close
Blocking problems
none recorded
Open conditions
reviews, approval of the exact digest, deposit, registry pointer

Not applicable at baseline

Model runs
first runs in Q1 2027
Maps
plates in Q2 2027
Waivers
none

A.7Status words

Table A.10The status every value carries
StatusWhat it means
ObservedMeasured directly and published by the source.
ReportedPublished statistics of an official or institutional source.
DeclaredStated by the body concerned; not independently measured.
EstimatedA Nexus estimate from cited evidence, with its method in Annex A.
ModelledProduced by a stated model from cited inputs.
InferredReasoned from cited evidence; not measured.
ForecastA projection by the cited source.
SimulatedA simulation result under stated assumptions.
ScenarioA conditional statement under stated assumptions; never a prediction.
Expert inputExpert judgement, recorded with its basis.
CandidateProposed for a later edition; not yet evidence.
Evidence-quality levels (EQL 1 to 5) grade the source behind a value; they are not a score of the subject.

A.8How the edition is made, released and corrected

Every edition is built from a sealed evidence cut, reviewed under three keys, signed and deposited before any site shows it as published; corrections go to Nexus Standards as change proposals and feed the next cut.

StepWhat happensSource
01 Evidence arrives from the pillarsFoundry seals observations and indicator series, Universe hands over after-action and scenario findings, and contributions are screened at every gateway, including this site’s.
02 The cut is sealedOn the cut date the evidence is pinned under one identifier, so anyone can rebuild the edition from exactly what it was built on.
03 The edition is assembledThe edition is drafted from its template and content pack. Agents may draft; they never publish and never decide.
04 The keys turnAt the publisher of record the truth key comes first: every value is checked against its source or stated method before the meaning and capital keys turn. No edition moves on until every key has been turned by a named steward.
05 The gate opensA named approver releases one exact digest of the edition; any change after this point is a new version, never a silent edit.
06 Signed and depositedThe PDF, the web edition and the data bundle are signed together with a manifest and an RO-Crate description, and deposited on Zenodo with a concept and a version DOI.
07 Published on its desk’s siteOnly then does the edition show as published on its desk’s Reports site, and the Collection lists it as a part.
08 Corrections go to StandardsMethod and correction findings go to Nexus Standards as change proposals; citations, corrections and new contributions feed the next evidence cut.

A teaching model of the process, not a forecast and not a record of any run; dates and counts on this page come from the programme record. Sources: Reports governance at GCRI Canada (2026); Zenodo, repository of record for Reports deposits (2026).

Lifecycle, one state at a time: Draft, Computed, Evidence bound, Reviewed, Approved for release, Published, Corrected, Superseded. This edition is a draft.

A.9Glossary and abbreviations

Table A.11Series terms
TermMeaning
Baseline Editionthe inaugural annual edition that fixes the reference state for the series
WEFH+Bwater, energy, food, health and biodiversity, the national nexus core
Couplinga typed dependency through which one system transmits to another
Protection gapthe share of losses not covered by insurance
Capability ladderLISTED → EXISTS → ADEQUATE → TESTED → DEMONSTRATED
EQLevidence-quality level, 1–5
Evidence cuta frozen resolution of exact sources and versions
NNC · NLC · NWGNational Nexus Consortium · National Leadership Council · National Working Groups
Table A.12Abbreviations used in this edition
AbbreviationExpansion
CFRCode of Federal Regulations
DOEUS Department of Energy
EOexecutive order
HALEUhigh-assay low-enriched uranium
HTR-PMhigh-temperature gas-cooled reactor pebble-bed module
IAEAInternational Atomic Energy Agency
LEUlow-enriched uranium
MWemegawatts of electrical output
NRCUS Nuclear Regulatory Commission
SMRsmall modular reactor
SWUseparative work unit
STUKFinnish radiation and nuclear safety authority

A.10Technical annex

Table A.13Technical annex
ItemAnnexContentsStatus
A.1Indicator definitionsthe global indicator set, with units and sourcesIN THIS EDITION
A.2Coupling strengthsthe twenty-cell matrix and its rationaleIN THIS EDITION
A.3Scenario specificationSCN-XT15-FUE-01 assumptions and signpostsIN THIS EDITION
A.4Capability placementsrung evidence for fifteen functionsIN THIS EDITION
A.5Model diagnosticsfirst runs and validation2027
A.6Sensitivity analysesinfluence of coupling strengths2027
A.7Cluster notescards for the major reactor and fuel supply clusters2027
A.8Review statementspass-by-pass review recordAT RELEASE

A.1 · indicator definition: enrichment capacity

Construct
annual separative work capacity of uranium enrichment plants, by operator
Unit
million separative work units (SWU) a year
Method
operator capacity as compiled in a 2025 industry fuel report and shown on the page
Source
World Nuclear Association enrichment page12
Uncertainty
China values are estimates that assume enough capacity is built for its domestic fleet
Known limits
capacity is not output; shares are derived by the editors, method (1)

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 15World Nuclear Association (ed.), Nuclear Power in the USA (country profile; 94 operable reactors, 96,952 MWe; Vogtle 3 and 4 cost estimates; Kemmerer permit March 2026; Clinch River construction licence September 2026; Palisades and Crane restart status; page states three reactors critical by July 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  2. 17World Nuclear Association (ed.), Nuclear Power in the United Kingdom (country profile, first 100,000 characters read; Rolls-Royce SMR delivery contract April 2026 for three Wylfa units with up to GBP 599 million loan financing; Hinkley Point C GBP 35 billion in 2015 prices, February 2026; Sizewell C). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  3. 25Steigerwald, B., Weibezahn, J., Slowik, M. and von Hirschhausen, C., Uncertainties in estimating production costs of future nuclear technologies: a model-based analysis of small modular reactors, Energy 281, 128204, 2023 (abstract page read). Elsevier, Amsterdam. Observation year 2023. Accessed 2026-11-03.back
  4. 11US Department of Energy, Office of Nuclear Energy (ed.), What is high-assay low-enriched uranium (HALEU)? (article of 3 December 2024; enrichment 5% to less than 20% U-235; demand could reach 50 metric tons a year by 2035; Piketon more than 100 kg enriched). US Department of Energy, Washington. Observation year 2024. Accessed 2026-11-03.back
  5. 2UNVERIFIED, not opened: IAEA (ed.), Energy, Electricity and Nuclear Power Estimates for the Period up to 2050, 2025 edition (377 GW at end of 2024; high case 992 GW and low case 561 GW in 2050), taken from search-result summaries of trade reports; the IAEA page was not retrieved. International Atomic Energy Agency, Vienna. Observation year 2025. Accessed 2026-11-03.back
  6. 5UNVERIFIED, not opened: The White House (ed.), Reforming Nuclear Reactor Testing at the Department of Energy, Executive Order 14301, 23 May 2025, the page address returned not found; the goal of three reactors achieving criticality by 4 July 2026 is taken from the American Nuclear Society report. The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  7. 6American Nuclear Society (ed.), The deadline arrives: checking in on the Reactor Pilot Program (news article, 2 July 2026; criticality by Antares 4 June, Valar 18 June, Deployable Energy 1 July; ten companies selected in August 2025; status of the remaining participants). American Nuclear Society, La Grange Park. Observation year 2026. Accessed 2026-11-03.back
  8. 18World Nuclear Association (ed.), Nuclear Power in China (country profile, first 100,000 characters read; 65 reactors, 65,085 MWe operable; 39 under construction; HTR-PM commercial operation December 2023; Linglong One commissioning expected during 2026; 110 GWe target by 2030). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  9. 29UNVERIFIED, not opened: OECD Nuclear Energy Agency (ed.), The NEA Small Modular Reactor Dashboard, second edition, the page returned a service error; no figure from it is used. OECD NEA, Paris. Observation year 2024. Accessed 2026-11-03.back
  10. 42UNVERIFIED, not opened: IAEA (ed.), Advances in Small Modular Reactor Technology Developments, 2022 edition, cited from memory without a figure. International Atomic Energy Agency, Vienna. Observation year 2022. Accessed 2026-11-03.back
  11. 30UNVERIFIED, not opened: OECD NEA and IAEA (eds.), Uranium 2024: Resources, Production and Demand, the page returned forbidden; no figure from it is used. OECD NEA, Paris. Observation year 2025. Accessed 2026-11-03.back
  12. 35UNVERIFIED, not opened: UNECE (ed.), Life Cycle Assessment of Electricity Generation Options, 2021, the page returned forbidden; no figure from it is used. United Nations Economic Commission for Europe, Geneva. Observation year 2021. Accessed 2026-11-03.back
  13. 36UNVERIFIED, not opened: IPCC (ed.), Climate Change 2022: Mitigation of Climate Change, Working Group III, chapter 6, the page returned forbidden; no figure from it is used. Intergovernmental Panel on Climate Change, Geneva. Observation year 2022. Accessed 2026-11-03.back
  14. 14World Nuclear Association (ed.), Nuclear Power in Canada (country profile; Darlington BWRX-300, construction licence April 2025, first nuclear concrete 26 June 2026, operation expected 2030, CAD 20.9 billion for four units; page lists 316 MWe gross and describes 300 MWe). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  15. 31UNVERIFIED, not opened: US Nuclear Regulatory Commission (ed.), NuScale US460 standard design approval page, the page address returned not found; the approval is cited from memory without a figure. US NRC, Rockville. Observation year 2025. Accessed 2026-11-03.back
  16. 38UNVERIFIED, not opened: US Nuclear Regulatory Commission (ed.), Kairos Power Hermes test reactor licensing page, the page address returned not found; no figure from it is used. US NRC, Rockville. Observation year 2025. Accessed 2026-11-03.back
  17. 39UNVERIFIED, not opened: Ontario Power Generation (ed.), Darlington New Nuclear Project page, the page returned forbidden; Darlington figures are taken from the World Nuclear Association country profile. OPG, Toronto. Observation year 2026. Accessed 2026-11-03.back
  18. 8US Department of Energy, Office of Nuclear Energy (ed.), NRC Issues Construction Permit for TerraPower’s Natrium Advanced Reactor (article, 9 March 2026; 345 MWe sodium-cooled fast reactor, storage lifts output to 500 MW; Kemmerer Unit 1, Wyoming; operating licence separate). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  19. 12World Nuclear Association (ed.), Uranium Enrichment (information library page; capacity table from the WNA Nuclear Fuel Report 2025: 68.076 million SWU in 2025, Rosatom 29.133, Urenco 17.300, CNNC 13.789 estimated, Orano 7.500; US ban on Russian low-enriched uranium from August 2024). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  20. 10US Nuclear Regulatory Commission (ed.), 10 CFR Part 53 rulemaking page (final rule 91 FR 15696; risk-informed, performance-based, technology-inclusive framework; background in NEIMA and the ADVANCE Act). US Nuclear Regulatory Commission, Rockville. Observation year 2026. Accessed 2026-11-03.back

Data appendix

The indicator set with its sources, the source registers, the licences of every kind of material and the formats of the edition.

12 min read0 figures8 tables24 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

B.1The indicator set

Table B.1Global baseline indicator set
IndicatorValueUnitYearStateSource
Operable reactors, world443reactors2025Reported1
Net capacity of operable reactors405,667MWe2025Reported1
Share of world electricity≈9%2025Reported1
Reactors under construction80reactors2025Reported1
Test reactors critical under the DOE pilot program4reactors2026Reported7
Natrium base output345MWe2026Reported8
Natrium output with storage500MW2026Reported8
NRC review time for the Natrium permit18months2026Reported9
HALEU enrichment range5 to <20% U-2352024Reported11
DOE estimate of US HALEU demand in 203550tonnes a year2024Reported11
World enrichment capacity68.076million SWU a year2025Reported12
Rosatom enrichment capacity29.133million SWU a year2025Reported12
Vogtle 3 and 4 total cost estimate, May 202230.34USD billion2022Reported15
Hinkley Point C cost estimate, February 202635GBP billion, 2015 prices2026Reported17
EPR2 programme cost estimate, six units72.8EUR billion2025Reported20
Darlington four-unit cost estimate20.9CAD billion2026Reported14

B.2Global source register

The governed source set behind this edition. Each source keeps its authority, coverage, cadence and role; categories describe origin, not truth.

Domains bound by the register

  • INF
  • MIN
  • FIN
  • TRD
  • ENE
  • CLI
  • GOV
  • WAT
  • HLT
  • FOO
Table B.3Global source register
SourceCategoryCoveragePeriodCadenceRole
WNA world nuclear power page1industry associationglobal2025continuousfleet
IAEA projections2intergovernmental agencyglobal2025annual2050 cases
White House orders345head of governmentUS2025one-offgoals
ANS and DOE pilot program reports67professional society and agencyUS2026per eventtest reactors
DOE and trade reports on Natrium89agency and trade pressUS2026per eventpermit
NRC Part 53 page10national regulatorUS2026periodiclicensing
DOE HALEU page11agencyUS2024periodicfuel
WNA enrichment page12industry associationglobal2025annualcapacity
WNA country pages14 to21industry associationeight countries2025 to 2026continuousprojects and cost
Steigerwald et al. and Krall et al.252627peer-reviewed journalsmethod2022 to 2023one-offcost and waste

B.3Regional reading, advanced nuclear across ten clusters

Regional plates follow with the regional editions. This page gives the regional reading of advanced nuclear infrastructure and fuel exposure in table form and orders no region.

Table B.4Regional reading, advanced nuclear across ten clusters
RegionPrincipal hazardsSystems most exposedBaseline evidence
North AmericaNRC permits and DOE test reactors; Canadian small reactor under constructionlicensing, fuelDOE78; WNA1415
South Americanational programmesnone boundregional evidence (not bound)
EuropeUK small reactor contract; French EPR2 programme; Finnish repository licence (post-close, context only21)cost, wasteWNA1720
Eurasiasodium-cooled and lead-cooled reactors; floating unitsdelivery, fuelWNA1623
Middle East and North Africafour APR1400 units in operation at Barakahexport deliveryWNA19
Africanational programmesnone boundregional evidence (not bound)
South Asianational programmesnone boundregional evidence (not bound)
East AsiaChinese fleet and gas-cooled reactor; Korean small reactor design reviewdelivery, enrichmentWNA181912
ASEANIndonesia agreement for floating small units, October 2026export deliveryWNA16
Oceania-Pacificnational programmesnone boundregional evidence (not bound)

B.4Cluster card: enrichment and HALEU supply chain

  • fuel supply
  • enrichment
  • HALEU
  • single point
Systems in view
enrichment plants, deconversion, fuel fabrication, reactor developers
Defining events
US ban on Russian low-enriched uranium imports from August 202412
Couplings
MIN → ENE fuel; TRD → MIN restrictions
Capability evidence
Piketon centrifuge cascade and recovery of existing material reported by DOE11
Gaps
HALEU output by year; reserves; fabrication capacity
Agenda items
Q-01 · Q-04

Four operators hold nearly all world enrichment capacity, and one holds about 43% of the 2025 total [12].

SUPPLY

Concentrated capacity

DOE estimates US HALEU demand could reach 50 tonnes a year by 2035, while Piketon had enriched more than 100 kg by late 2024 [11].

DEMAND

HALEU against supply

The US prohibits imports of Russian low-enriched uranium from August 2024, with waivers to the start of 2028 [12].

POLICY

Import limits

B.5How countries appear in the advanced nuclear edition

Countries enter the advanced nuclear edition through the readiness chapters of their own national editions, on one card grammar. They are read against peer distributions and thresholds, never ordered.

Table B.5How countries appear in the advanced nuclear edition
Card fieldWhat it showsSource
WEFH+B stateeach core system against peer distribution bandsnational edition
Couplingsthe national dependency matrixnational edition
Risk objectsthe national risk portfolionational edition
Capability rungsthe national capability laddernational edition
Evidence ageoldest and newest source datesnational source register

Editions in the 2026 Baseline programme

26national

countries and unions

10regional

clusters

16global

flagship and sector

14strategic

systems reports

20frontier

technology reports

How to read a country card

  • Each system is shown against the distribution of its peers, with thresholds where they exist
  • Couplings and risk objects come from the country’s own national edition
  • Capability rungs record evidence, not a judgement of institutions
  • Evidence age is printed, so older national data are visible as such
Table B.6National Baseline Editions in the 2026 programme
WaveCountries and unionsState
W0CanadaISSUED
W1United States, United Kingdom, France, Germany, Italy, Japan, European Union, SwitzerlandPLANNED
W2Mexico, Brazil, Argentina, Türkiye, Russian Federation, Saudi Arabia, United Arab Emirates, South Africa, Senegal, Kenya, African Union, India, China, Republic of Korea, Indonesia, Singapore, AustraliaPLANNED

B.6Licences

Table B.7Licences of each kind of material
MaterialLicence
TextCC BY 4.0
Dataon the licence of each source; Nexus tables CC BY 4.0
FiguresNexus figures CC BY 4.0; third-party as credited
Mapsboundary source and licence printed on each plate
MetadataCC0 1.0, as Zenodo publishes it
Third-party data, figures and textThe source’s own licence, credited where it is used; never relicensed
Nexus-authored text, tables and figures: CC BY 4.0 (SPDX CC-BY-4.0). Map plates print their boundary source and licence.

B.7Formats and provenance

Table B.8This edition in every format
FormatKindStateWhat it isIdentifier
Web editionHTMLOn this siteDraft in stewardship review; every value resolves to its source.NR-XTECH-FISSION-GLOBAL-2026-BASELINE-v1.0.0
Print editionPDFAt releaseA4 portrait · screen, print and archival PDF, signed with the web edition at release.NR-XTECH-FISSION-GLOBAL-2026-BASELINE-v1.0.0
Indicator dataCSV · JSONOn this site16 indicators with unit, year, status and source; the machine-readable copy ships with the evidence bundle at release.NR-XTECH-FISSION-GLOBAL-2026-BASELINE data release v1
FiguresSVG · PNGOn this site4 on the web edition: headline figure, figure 1.3, coupling instrument, capability ladder.FIG-XTECH-FISSION-GLOBAL-2026-BASELINE-*
SlidesPDFNot recordedNo slide deck is recorded for this edition.
Evidence briefHTML · PDFNot recordedNo evidence brief is recorded for this edition.
Dataset with DOIDataCiteAt releaseConcept and version DOI are minted at deposit; none is recorded yet.

Provenance

Edition pack
The edition’s content pack (JSON), from which the print and web editions are built
Evidence cut
DC-XTECH-FISSION-GLOBAL-2026-B0, closed 30 September 2026
Reproducibility
sourced values cited; analytical values reproducible from stated parameters
Self-check
14 of 23 at evidence close; a fail on any item blocks release
Review
five passes scheduled before release (in Annex C)
Publisher of record
GCRI for the Nexus Consortium
Corrections
Registry correction pathway; upheld corrections are published as notices with a new version

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 1World Nuclear Association (ed.), Nuclear Power in the World Today (information library page; 443 operable reactors, 405,667 MWe net, about 9% of world electricity, 80 under construction with 87,813 MWe gross; electricity data for 2025). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  2. 7US Department of Energy (ed.), Department of Energy Celebrates Fourth Criticality Ahead of July 4th Goal (press release, 6 July 2026; Aalo-X, Mark-0, Ward 250 and Unity; zero-power fueled criticality; agency announcement). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  3. 8US Department of Energy, Office of Nuclear Energy (ed.), NRC Issues Construction Permit for TerraPower’s Natrium Advanced Reactor (article, 9 March 2026; 345 MWe sodium-cooled fast reactor, storage lifts output to 500 MW; Kemmerer Unit 1, Wyoming; operating licence separate). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03.back
  4. 9World Nuclear News (ed.), NRC issues construction permit for first Natrium plant (news report, 5 March 2026; 18-month review against 27 months initially; completion expected 2030). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  5. 11US Department of Energy, Office of Nuclear Energy (ed.), What is high-assay low-enriched uranium (HALEU)? (article of 3 December 2024; enrichment 5% to less than 20% U-235; demand could reach 50 metric tons a year by 2035; Piketon more than 100 kg enriched). US Department of Energy, Washington. Observation year 2024. Accessed 2026-11-03.back
  6. 12World Nuclear Association (ed.), Uranium Enrichment (information library page; capacity table from the WNA Nuclear Fuel Report 2025: 68.076 million SWU in 2025, Rosatom 29.133, Urenco 17.300, CNNC 13.789 estimated, Orano 7.500; US ban on Russian low-enriched uranium from August 2024). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  7. 15World Nuclear Association (ed.), Nuclear Power in the USA (country profile; 94 operable reactors, 96,952 MWe; Vogtle 3 and 4 cost estimates; Kemmerer permit March 2026; Clinch River construction licence September 2026; Palisades and Crane restart status; page states three reactors critical by July 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  8. 17World Nuclear Association (ed.), Nuclear Power in the United Kingdom (country profile, first 100,000 characters read; Rolls-Royce SMR delivery contract April 2026 for three Wylfa units with up to GBP 599 million loan financing; Hinkley Point C GBP 35 billion in 2015 prices, February 2026; Sizewell C). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  9. 20World Nuclear Association (ed.), Nuclear Power in France (country profile, first 100,000 characters read; 57 operable reactors; EPR2 six units, EUR 72.8 billion estimate of December 2025; Flamanville 3 grid connection December 2024, EUR 13.2 billion estimate of December 2022). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  10. 14World Nuclear Association (ed.), Nuclear Power in Canada (country profile; Darlington BWRX-300, construction licence April 2025, first nuclear concrete 26 June 2026, operation expected 2030, CAD 20.9 billion for four units; page lists 316 MWe gross and describes 300 MWe). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  11. 2UNVERIFIED, not opened: IAEA (ed.), Energy, Electricity and Nuclear Power Estimates for the Period up to 2050, 2025 edition (377 GW at end of 2024; high case 992 GW and low case 561 GW in 2050), taken from search-result summaries of trade reports; the IAEA page was not retrieved. International Atomic Energy Agency, Vienna. Observation year 2025. Accessed 2026-11-03.back
  12. 3The White House (ed.), Ordering the Reform of the Nuclear Regulatory Commission, Executive Order 14300, 23 May 2025 (goal of 400 GW by 2050 from about 100 GW in 2024; 18-month limit for new reactor decisions; 1-year limit for continued operation). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  13. 4The White House (ed.), Reinvigorating the Nuclear Industrial Base, Executive Order 14302, 23 May 2025 (5 GW of uprates; 10 new large reactors with complete designs under construction by 2030; fuel, enrichment and spent fuel directions). The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  14. 5UNVERIFIED, not opened: The White House (ed.), Reforming Nuclear Reactor Testing at the Department of Energy, Executive Order 14301, 23 May 2025, the page address returned not found; the goal of three reactors achieving criticality by 4 July 2026 is taken from the American Nuclear Society report. The White House, Washington. Observation year 2025. Accessed 2026-11-03.back
  15. 6American Nuclear Society (ed.), The deadline arrives: checking in on the Reactor Pilot Program (news article, 2 July 2026; criticality by Antares 4 June, Valar 18 June, Deployable Energy 1 July; ten companies selected in August 2025; status of the remaining participants). American Nuclear Society, La Grange Park. Observation year 2026. Accessed 2026-11-03.back
  16. 10US Nuclear Regulatory Commission (ed.), 10 CFR Part 53 rulemaking page (final rule 91 FR 15696; risk-informed, performance-based, technology-inclusive framework; background in NEIMA and the ADVANCE Act). US Nuclear Regulatory Commission, Rockville. Observation year 2026. Accessed 2026-11-03.back
  17. 21POST-CLOSE, context only: World Nuclear Association (ed.), Nuclear Power in Finland (country profile; Olkiluoto 3 contract of EUR 3.2 billion for mid-2009, regular production April 2023; Onkalo operating licence granted October 2026 valid to the end of 2070, after the 30 September evidence close). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  18. 25Steigerwald, B., Weibezahn, J., Slowik, M. and von Hirschhausen, C., Uncertainties in estimating production costs of future nuclear technologies: a model-based analysis of small modular reactors, Energy 281, 128204, 2023 (abstract page read). Elsevier, Amsterdam. Observation year 2023. Accessed 2026-11-03.back
  19. 26Steigerwald, B. et al., Future nuclear fission reactors: uncertainties, the effect of parameter choice and an application to small modular reactor concepts, Safety of Nuclear Waste Disposal 2, 217, 2023 (abstract page read; 15 concepts; none competes with existing renewables on its assumptions). Copernicus Publications, Gottingen. Observation year 2023. Accessed 2026-11-03.back
  20. 27Krall, L.M., Macfarlane, A.M. and Ewing, R.C., Nuclear waste from small modular reactors, Proceedings of the National Academy of Sciences 119(23), e2111833119, 2022 (open-access full text, abstract and conclusions read; waste volume factors of 2 to 30; three designs). National Academy of Sciences, Washington. Observation year 2022. Accessed 2026-11-03.back
  21. 16POST-CLOSE, context only: World Nuclear Association (ed.), Nuclear Power in Russia (country profile, first 100,000 characters read; 34 operable reactors, 27,969 MWe; BREST-OD-300 under construction since June 2021; Akademik Lomonosov 2 x 32 MWe, grid connection December 2019; Indonesia agreement October 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  22. 23World Nuclear Association (ed.), Advanced Nuclear Power Reactors (information library page, updated November 2025; Generation IV forum set up in 2001 with six concepts; sodium-cooled and lead-cooled fast reactors; molten salt reactors not covered). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  23. 19World Nuclear Association (ed.), Nuclear Power in South Korea (country profile; 26 operable units, 25,609 MWe; i-SMR 170 MWe design, standard design approval application February 2026, approval targeted 2028; Barakah units in operation, last in September 2024). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  24. 18World Nuclear Association (ed.), Nuclear Power in China (country profile, first 100,000 characters read; 65 reactors, 65,085 MWe operable; 39 under construction; HTR-PM commercial operation December 2023; Linglong One commissioning expected during 2026; 110 GWe target by 2030). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back

References and record

Every source the edition rests on, the publication record, the corrections log and the open record.

15 min read0 figures1 table0 notesNR-XTECH-FISSION-GLOBAL-2026-BASELINE

C.142 sources

NR-CIT-1, editor first. A DOI is linked where the source has one; Nexus records carry a UNI once the catalogue allocates it (NS-1).

  1. 1World Nuclear Association (ed.), Nuclear Power in the World Today (information library page; 443 operable reactors, 405,667 MWe net, about 9% of world electricity, 80 under construction with 87,813 MWe gross; electricity data for 2025). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03. Cited in the summary, chapter 1, chapter 2, chapter 3, chapter 4, chapter 6, chapter 8
  2. 2UNVERIFIED, not opened: IAEA (ed.), Energy, Electricity and Nuclear Power Estimates for the Period up to 2050, 2025 edition (377 GW at end of 2024; high case 992 GW and low case 561 GW in 2050), taken from search-result summaries of trade reports; the IAEA page was not retrieved. International Atomic Energy Agency, Vienna. Observation year 2025. Accessed 2026-11-03. Cited in chapter 2, chapter 6
  3. 3The White House (ed.), Ordering the Reform of the Nuclear Regulatory Commission, Executive Order 14300, 23 May 2025 (goal of 400 GW by 2050 from about 100 GW in 2024; 18-month limit for new reactor decisions; 1-year limit for continued operation). The White House, Washington. Observation year 2025. Accessed 2026-11-03. Cited in the summary, chapter 1, chapter 2, chapter 3, chapter 4, chapter 6, chapter 8
  4. 4The White House (ed.), Reinvigorating the Nuclear Industrial Base, Executive Order 14302, 23 May 2025 (5 GW of uprates; 10 new large reactors with complete designs under construction by 2030; fuel, enrichment and spent fuel directions). The White House, Washington. Observation year 2025. Accessed 2026-11-03. Cited in chapter 2, chapter 3, chapter 4, chapter 6, chapter 8
  5. 5UNVERIFIED, not opened: The White House (ed.), Reforming Nuclear Reactor Testing at the Department of Energy, Executive Order 14301, 23 May 2025, the page address returned not found; the goal of three reactors achieving criticality by 4 July 2026 is taken from the American Nuclear Society report. The White House, Washington. Observation year 2025. Accessed 2026-11-03. Cited in chapter 6
  6. 6American Nuclear Society (ed.), The deadline arrives: checking in on the Reactor Pilot Program (news article, 2 July 2026; criticality by Antares 4 June, Valar 18 June, Deployable Energy 1 July; ten companies selected in August 2025; status of the remaining participants). American Nuclear Society, La Grange Park. Observation year 2026. Accessed 2026-11-03. Cited in the summary, chapter 2, chapter 8
  7. 7US Department of Energy (ed.), Department of Energy Celebrates Fourth Criticality Ahead of July 4th Goal (press release, 6 July 2026; Aalo-X, Mark-0, Ward 250 and Unity; zero-power fueled criticality; agency announcement). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03. Cited in the summary, chapter 1, chapter 2, chapter 3, chapter 4, chapter 6, chapter 7, chapter 8
  8. 8US Department of Energy, Office of Nuclear Energy (ed.), NRC Issues Construction Permit for TerraPower’s Natrium Advanced Reactor (article, 9 March 2026; 345 MWe sodium-cooled fast reactor, storage lifts output to 500 MW; Kemmerer Unit 1, Wyoming; operating licence separate). US Department of Energy, Washington. Observation year 2026. Accessed 2026-11-03. Cited in the summary, chapter 1, chapter 2, chapter 3, chapter 4, chapter 6, chapter 7, chapter 8
  9. 9World Nuclear News (ed.), NRC issues construction permit for first Natrium plant (news report, 5 March 2026; 18-month review against 27 months initially; completion expected 2030). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03. Cited in the summary, chapter 2
  10. 10US Nuclear Regulatory Commission (ed.), 10 CFR Part 53 rulemaking page (final rule 91 FR 15696; risk-informed, performance-based, technology-inclusive framework; background in NEIMA and the ADVANCE Act). US Nuclear Regulatory Commission, Rockville. Observation year 2026. Accessed 2026-11-03. Cited in the summary, chapter 1, chapter 2, chapter 3, chapter 4, chapter 6, chapter 8
  11. 11US Department of Energy, Office of Nuclear Energy (ed.), What is high-assay low-enriched uranium (HALEU)? (article of 3 December 2024; enrichment 5% to less than 20% U-235; demand could reach 50 metric tons a year by 2035; Piketon more than 100 kg enriched). US Department of Energy, Washington. Observation year 2024. Accessed 2026-11-03. Cited in the summary, chapter 1, chapter 2, chapter 3, chapter 4, chapter 6, chapter 8
  12. 12World Nuclear Association (ed.), Uranium Enrichment (information library page; capacity table from the WNA Nuclear Fuel Report 2025: 68.076 million SWU in 2025, Rosatom 29.133, Urenco 17.300, CNNC 13.789 estimated, Orano 7.500; US ban on Russian low-enriched uranium from August 2024). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03. Cited in the summary, chapter 1, chapter 2, chapter 3, chapter 4, chapter 6, chapter 8
  13. 13World Nuclear Association (ed.), Small Nuclear Power Reactors (information library page; definition of 300 MWe equivalent or less; microreactors under 20 MWe; the page lists no projects). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03. Cited in chapter 2
  14. 14World Nuclear Association (ed.), Nuclear Power in Canada (country profile; Darlington BWRX-300, construction licence April 2025, first nuclear concrete 26 June 2026, operation expected 2030, CAD 20.9 billion for four units; page lists 316 MWe gross and describes 300 MWe). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03. Cited in chapter 2, chapter 6, chapter 8
  15. 15World Nuclear Association (ed.), Nuclear Power in the USA (country profile; 94 operable reactors, 96,952 MWe; Vogtle 3 and 4 cost estimates; Kemmerer permit March 2026; Clinch River construction licence September 2026; Palisades and Crane restart status; page states three reactors critical by July 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03. Cited in the summary, chapter 1, chapter 2, chapter 3, chapter 4, chapter 5, chapter 6, chapter 8
  16. 16POST-CLOSE, context only: World Nuclear Association (ed.), Nuclear Power in Russia (country profile, first 100,000 characters read; 34 operable reactors, 27,969 MWe; BREST-OD-300 under construction since June 2021; Akademik Lomonosov 2 x 32 MWe, grid connection December 2019; Indonesia agreement October 2026). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03. Cited in chapter 8
  17. 17World Nuclear Association (ed.), Nuclear Power in the United Kingdom (country profile, first 100,000 characters read; Rolls-Royce SMR delivery contract April 2026 for three Wylfa units with up to GBP 599 million loan financing; Hinkley Point C GBP 35 billion in 2015 prices, February 2026; Sizewell C). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03. Cited in the summary, chapter 1, chapter 2, chapter 3, chapter 4, chapter 5, chapter 6, chapter 8
  18. 18World Nuclear Association (ed.), Nuclear Power in China (country profile, first 100,000 characters read; 65 reactors, 65,085 MWe operable; 39 under construction; HTR-PM commercial operation December 2023; Linglong One commissioning expected during 2026; 110 GWe target by 2030). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03. Cited in chapter 2, chapter 6, chapter 8
  19. 19World Nuclear Association (ed.), Nuclear Power in South Korea (country profile; 26 operable units, 25,609 MWe; i-SMR 170 MWe design, standard design approval application February 2026, approval targeted 2028; Barakah units in operation, last in September 2024). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03. Cited in chapter 2, chapter 3, chapter 6, chapter 8
  20. 20World Nuclear Association (ed.), Nuclear Power in France (country profile, first 100,000 characters read; 57 operable reactors; EPR2 six units, EUR 72.8 billion estimate of December 2025; Flamanville 3 grid connection December 2024, EUR 13.2 billion estimate of December 2022). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03. Cited in chapter 2, chapter 4, chapter 5, chapter 6, chapter 8
  21. 21POST-CLOSE, context only: World Nuclear Association (ed.), Nuclear Power in Finland (country profile; Olkiluoto 3 contract of EUR 3.2 billion for mid-2009, regular production April 2023; Onkalo operating licence granted October 2026 valid to the end of 2070, after the 30 September evidence close). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03. Cited in chapter 3, chapter 4, chapter 6, chapter 7, chapter 8
  22. 22World Nuclear Association (ed.), Storage and Disposal of Radioactive Wastes (information library page; Finland, Sweden, France and US repository milestones; Cigéo commissioning planned for 2050; Yucca Mountain suspended). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03. Cited in chapter 3, chapter 4, chapter 6, chapter 8
  23. 23World Nuclear Association (ed.), Advanced Nuclear Power Reactors (information library page, updated November 2025; Generation IV forum set up in 2001 with six concepts; sodium-cooled and lead-cooled fast reactors; molten salt reactors not covered). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03. Cited in chapter 8
  24. 24US Department of Energy, Office of Nuclear Energy (ed.), Advanced Reactor Demonstration Program (programme page; USD 160 million initial funding; demonstrations within 7 years of award; ARC 20 designs for the mid-2030s). US Department of Energy, Washington. Observation year 2025. Accessed 2026-11-03. Cited in chapter 6
  25. 25Steigerwald, B., Weibezahn, J., Slowik, M. and von Hirschhausen, C., Uncertainties in estimating production costs of future nuclear technologies: a model-based analysis of small modular reactors, Energy 281, 128204, 2023 (abstract page read). Elsevier, Amsterdam. Observation year 2023. Accessed 2026-11-03. Cited in the summary, chapter 1, chapter 2, chapter 3, chapter 4, chapter 6, chapter 8
  26. 26Steigerwald, B. et al., Future nuclear fission reactors: uncertainties, the effect of parameter choice and an application to small modular reactor concepts, Safety of Nuclear Waste Disposal 2, 217, 2023 (abstract page read; 15 concepts; none competes with existing renewables on its assumptions). Copernicus Publications, Gottingen. Observation year 2023. Accessed 2026-11-03. Cited in the summary, chapter 2, chapter 6, chapter 8
  27. 27Krall, L.M., Macfarlane, A.M. and Ewing, R.C., Nuclear waste from small modular reactors, Proceedings of the National Academy of Sciences 119(23), e2111833119, 2022 (open-access full text, abstract and conclusions read; waste volume factors of 2 to 30; three designs). National Academy of Sciences, Washington. Observation year 2022. Accessed 2026-11-03. Cited in chapter 1, chapter 2, chapter 3, chapter 4, chapter 6, chapter 8
  28. 28UNVERIFIED, not opened: IEA (ed.), The Path to a New Era for Nuclear Energy, January 2025, the page returned forbidden; no figure from it is used. International Energy Agency, Paris. Observation year 2025. Accessed 2026-11-03. Cited in chapter 6
  29. 29UNVERIFIED, not opened: OECD Nuclear Energy Agency (ed.), The NEA Small Modular Reactor Dashboard, second edition, the page returned a service error; no figure from it is used. OECD NEA, Paris. Observation year 2024. Accessed 2026-11-03. Cited in chapter 6
  30. 30UNVERIFIED, not opened: OECD NEA and IAEA (eds.), Uranium 2024: Resources, Production and Demand, the page returned forbidden; no figure from it is used. OECD NEA, Paris. Observation year 2025. Accessed 2026-11-03. Cited in chapter 2, chapter 6
  31. 31UNVERIFIED, not opened: US Nuclear Regulatory Commission (ed.), NuScale US460 standard design approval page, the page address returned not found; the approval is cited from memory without a figure. US NRC, Rockville. Observation year 2025. Accessed 2026-11-03. Cited in chapter 6
  32. 32UNVERIFIED, not opened: IAEA (ed.), Power Reactor Information System, the analytics page returned only its title; no figure from it is used. International Atomic Energy Agency, Vienna. Observation year 2026. Accessed 2026-11-03. Cited in chapter 6
  33. 33UNVERIFIED, not opened: World Bank Group (ed.), press release on ending the ban on financing nuclear energy, June 2025, the page address returned not found; cited from memory without a figure. World Bank, Washington. Observation year 2025. Accessed 2026-11-03. Cited in chapter 6
  34. 34UNVERIFIED, not opened: Declaration to Triple Nuclear Energy, COP28, December 2023, cited from memory without a figure. Signatory national governments. Observation year 2023. Accessed 2026-11-03. Cited in chapter 6, chapter 8
  35. 35UNVERIFIED, not opened: UNECE (ed.), Life Cycle Assessment of Electricity Generation Options, 2021, the page returned forbidden; no figure from it is used. United Nations Economic Commission for Europe, Geneva. Observation year 2021. Accessed 2026-11-03. Cited in chapter 6
  36. 36UNVERIFIED, not opened: IPCC (ed.), Climate Change 2022: Mitigation of Climate Change, Working Group III, chapter 6, the page returned forbidden; no figure from it is used. Intergovernmental Panel on Climate Change, Geneva. Observation year 2022. Accessed 2026-11-03. Cited in chapter 6
  37. 37UNVERIFIED, not opened: ADVANCE Act of 2024, Public Law 118-67, United States Congress, cited from memory without a figure; the NRC Part 53 page names the Act as background. Observation year 2024. Accessed 2026-11-03. Cited in chapter 2, chapter 6
  38. 38UNVERIFIED, not opened: US Nuclear Regulatory Commission (ed.), Kairos Power Hermes test reactor licensing page, the page address returned not found; no figure from it is used. US NRC, Rockville. Observation year 2025. Accessed 2026-11-03. Cited in chapter 6
  39. 39UNVERIFIED, not opened: Ontario Power Generation (ed.), Darlington New Nuclear Project page, the page returned forbidden; Darlington figures are taken from the World Nuclear Association country profile. OPG, Toronto. Observation year 2026. Accessed 2026-11-03. Cited in chapter 2, chapter 6
  40. 40UNVERIFIED, not opened: Generation IV International Forum (ed.), Generation IV systems, the page address returned not found; the forum and its six concepts are described in the World Nuclear Association page. GIF, Paris. Observation year 2025. Accessed 2026-11-03. Cited in chapter 6
  41. 41UNVERIFIED, not opened: European Commission (ed.), Complementary Climate Delegated Act on nuclear and gas activities in the EU taxonomy, 2022, cited from memory without a figure. European Commission, Brussels. Observation year 2022. Accessed 2026-11-03. Cited in chapter 6, chapter 8
  42. 42UNVERIFIED, not opened: IAEA (ed.), Advances in Small Modular Reactor Technology Developments, 2022 edition, cited from memory without a figure. International Atomic Energy Agency, Vienna. Observation year 2022. Accessed 2026-11-03. Cited in chapter 6

C.2Publication record

Publication

Title
Exponential Technology Report 2026: Advanced Nuclear and Next-Generation Fission, Baseline Edition
Series
Reports · Exponential Technology Series XT-15
Edition
Baseline Edition 2026 · inaugural annual
Version
v1.0.0 · draft for stewardship review
Publication ID
NR-XTECH-FISSION-GLOBAL-2026-BASELINE-v1.0.0
Evidence close
30 September 2026
Publication date
October 2026
DOI
concept and version DOI at deposit

Publisher

Publisher of record
The Global Centre for Risk and Innovation (GCRI), for the Nexus Consortium
Place
Toronto
Editor
Saeed Valadbaygi, Chief Steward and Managing Editor
Stewards
GCRI · technical truth · GRF · public meaning · GRA · capital meaning
Licence
text CC BY 4.0; data on the terms of each source
Copyright
© 2026 GCRI · Nexus Consortium
Language
English (en-GB) source edition
Correspondence
Registry correction pathway · editorial office

Colophon

Format
A4 portrait · screen, print and archival PDF
Typefaces
Space Grotesk (display) · Geist (text) · IBM Plex Sans Italic (standfirsts) · IBM Plex Mono (data)
Design standard
Reports Foundational Edition, Volume I, Part VII
Accessibility
tagged PDF and HTML targets; text alternatives for every figure
Production
Reports editorial team, GCRI

Release path for this version

Table C.1Release path for this version
StepWhat happensWhen
Drafteditorial self-check complete at evidence closeOctober 2026
Steward reviewfive passes on the exact draft (keys T · M · F · N)Q4 2026
Approvalpublication authority approves the exact digestbefore release
Depositconcept and version DOI minted; registry pointer setat release
Successionthe 2027 advanced nuclear edition reports changes against this baseline2027
Current version
v1.0.0 draft, stewardship review
Previous edition
none, first edition of the series
Next edition
NR-XTECH-FISSION-GLOBAL-2027-v1.0.0
Latest version
resolve the concept DOI or the registry record
Correction route
Registry correction pathway
Notice types
erratum · addendum · supersession · withdrawal

C.3Corrections log

0correction notices. No edition has been released yet, so none can be corrected; the log below lists each edition’s current version.

EditionVersionDateStateChangeNotice
XT-15NR-XTECH-FISSION-GLOBAL-2026-BASELINE-v1.0.0October 2026DraftBaseline Edition 2026, inaugural annual edition,None

Notice types: erratum, addendum, supersession, withdrawal. A correction is a new version with a published notice; the earlier version stays resolvable, and no edition is ever edited in silence.

C.4Open record

This edition’s open record

Publication ID
NR-XTECH-FISSION-GLOBAL-2026-BASELINE-v1.0.0
Desk identifier and series alias
NR-XTC-XT-15-2026-BL
Collection
None
DOI
Concept and version DOI at deposit, on Zenodo with DataCite metadata
Versions
Each correction is a new version (isNewVersionOf); the concept DOI resolves to the latest
Bundle
RO-Crate 1.2 with CITATION.cff, CodeMeta and PROV-O provenance; a signed manifest
Licence
CC BY 4.0 (SPDX CC-BY-4.0) for original material; metadata CC0 1.0

Credit and identity

ORCID
Your iD in the deposit and the contribution record; DataCite can then add the work to your ORCID record
ROR
Your organisation by its ROR identifier, never by a typed name alone
CRediT
Conceptualization, Data curation, Formal analysis, Investigation, Methodology, Software, Validation, Visualisation, Writing, review and editing
Account
None needed to contribute; never a password

Find and follow

Search the open indexes for Advanced Nuclear and Next-Generation Fission; software is cited by its SWHID from Software Heritage, and a quantified scenario run is preregistered on OSF before it is run. Annotation is your choice: Hypothesis opens this page in its own viewer.

Mirrors and harvest

The DOI is canonical. At release each signed bundle is also given an IPFS content identifier and a bloxberg anchor as mirrors; both are listed in the record once they exist. Zenodo exposes every record over OAI-PMH, and reviews and endorsements can arrive through COAR Notify where the repository supports it.

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C.5Where this edition sits among the six pillars

Foundry seals the evidence and Universe tests it; Reports publishes it; Standards takes its corrections and Academy teaches from it.

  1. F03 Sealed observations and indicator series Foundry Sealed observations and indicator series behind a profile (closeout).
  2. F04 After-action and scenario findings for Universe After-action and scenario findings for chapters 10 and 13 (after action review).
  3. F05 National Portfolio movement for chapter Foundry National Portfolio movement for chapter 11 (after action review).
  4. Applied in editions Standards Nexus Standards: applied in editions.
  5. XT-15 edition Reports Advanced Nuclear and Next-Generation Fission 2026, published in every format with its sources, citation and corrections.
  6. F06 Method and correction findings as change Standards Method and correction findings as change proposals (correction).
  7. F12 Q4 synthesis informs the next-year Universe Q4 synthesis informs the next-year mandate (renewal).
  8. Taught in the open Academy Risk Academy: taught in the open.

What Foundry and Universe hand to this edition, and what it hands to Standards, Universe and Academy. From the programme spine; XT-15 is a drafted Baseline Edition, so these handoffs run from its first operational quarter.

HandoffBetweenWhat crosses, and when
F03Foundry to ReportsSealed observations and indicator series behind a profile (closeout).
F04Universe to ReportsAfter-action and scenario findings for chapters 10 and 13 (after action review).
F05Foundry to ReportsNational Portfolio movement for chapter 11 (after action review).
RingNexus Standards to ReportsNexus Standards: applied in editions.
F06Reports to Nexus StandardsMethod and correction findings as change proposals (correction).
F12Reports to UniverseQ4 synthesis informs the next-year mandate (renewal).
RingReports to Risk AcademyRisk Academy: taught in the open.
ReportsContribute

Send evidence or a correction on Advanced Nuclear and Next-Generation Fission.

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