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The future of nuclear power in the US
Bloomberg Technology· 2025-11-11 20:47
Company Overview & Goals - Valor aims to mass manufacture small modular reactors, moving away from construction-driven nuclear energy [3] - The initial goal is for nuclear energy to compete with natural gas on price, targeting a cost parity of $1,000-2,000 per kilowatt [6][7] - Valor believes it can significantly reduce the price of nuclear reactors through mass manufacturing, similar to SpaceX's cost reduction in rocket launches [8] - Valor's ultimate goal is to be the first US company to successfully deploy and bring online a small modular reactor [17] Technology & Innovation - Valor is building reactors and testing them rapidly, having unveiled a fully complete thermal prototype within two years of starting the company [2] - Valor is suing the Nuclear Regulatory Commission (NRC) to address a gap in regulations that hinders innovation and testing of new reactor designs [8][9][10] - The company's reactors use TRISO fuel, which consists of uranium beads encased in ceramic layers, making them highly resistant to attacks [15] Market & Applications - Valor is one of three American nuclear companies ordered to turn on reactors by July 4th of next year, following a presidential executive order [5] - The company is targeting applications in securing American military bases abroad, which are vulnerable to cyber attacks on local grids [12] - Valor is participating in the US Army's Project Pele program to provide power to military bases [13] - The technology is also suitable for data centers, heavy industrial power, and synthetic hydrocarbon production [16]