Core Insights - Stack Capital Group Inc. has invested $5 million USD in X-energy Reactor Company, an advanced nuclear technology firm focused on developing next-generation small modular reactors and proprietary nuclear fuel solutions [1][2]. Company Overview - X-energy, founded in 2009 and based in Rockville, Maryland, specializes in safe, reliable, and carbon-free energy solutions, including the Xe-100 small modular reactor and TRISO-X particle fuel [2]. - The company has secured approximately $1.8 billion in private capital and up to $1.2 billion in funding from the U.S. Department of Energy through the Advanced Reactor Demonstration Program [2]. - X-energy is supported by major stakeholders such as Amazon, Dow Inc., and Ontario Power Generation, positioning it as a leader in advanced nuclear commercialization [2]. Industry Context - The demand for reliable, carbon-free baseload power is critical for global economic growth, especially with the rise of AI, electrification, and industrial decarbonization [4]. - Advanced nuclear energy is seen as a scalable solution to meet this demand, with X-energy recognized as a category leader due to its differentiated technology and commercial traction [4].

We're back on Morning Trade Live. Let's focus on Oaklo. The nuclear energy name is up more than 20% this month thanks to a deal with Meta and an upgrade at the Bank of America earlier this week.The stock and gaining more than 235% in 2025. Let's go inside out on OPO. Joining us now is Logan Gillan, analyst at Juul Financial. Thanks Logan for joining us today.So obviously a lot of investors have been pumping capital into this name on the thinking that obviously with this reliable base load power that it will ...

Core Viewpoint - Amentum has been selected as the program delivery partner for the first deployments of Rolls-Royce Small Modular Reactor (SMR), which aims to provide up to 1.5GW of low-carbon energy in the UK, supporting net zero goals and creating over 8,000 long-term jobs [1][4]. Group 1: Partnership and Responsibilities - Amentum will serve as the program delivery partner responsible for integration, oversight, governance, construction management, and execution of SMR deployment [2][3]. - The collaboration between Amentum and Rolls-Royce SMR is expected to enhance energy security in the UK and continental Europe, leveraging Amentum's expertise in complex energy infrastructure [4][5]. Group 2: Project Execution and Impact - Amentum will utilize its nuclear life cycle experience to ensure the on-time and on-budget delivery of SMR-generated power in the UK and Czech Republic [3][4]. - The partnership is anticipated to significantly advance the deployment plans for Rolls-Royce SMRs, contributing to the growth of the energy sector and job creation in the UK over the next four years [4][5]. Group 3: Industry Context and Future Outlook - With global electricity demand projected to double in the coming decades, Rolls-Royce SMR represents a new approach to nuclear energy, featuring smaller, scalable, factory-built power plants [4]. - Amentum's extensive experience and robust supplier network are positioned to meet growing energy requirements and drive long-term industrial growth [4][5].

Lightbridge (NasdaqCM:LTBR) FY Conference Summary Company Overview - Lightbridge is the only company globally developing a new fuel for existing and new nuclear reactors, including small modular reactors [2][3] - The company collaborates with utilities to enhance power output and safety of existing plants [2] Key Industry Insights - There is a growing demand for reliable and clean power due to industries like AI and electric arc furnaces for steel production [4] - Utilities are seeking ways to provide increased power to meet future demands [4] Core Product Development - Lightbridge has developed an advanced nuclear fuel that significantly improves the performance of existing reactors [3][5] - The new fuel design allows for higher power output while maintaining safety, operating at cooler temperatures [6][7] - The fuel's design includes a zirconium alloy cladding and a graphite displacer, which keeps the fuel rod cooler by approximately 1,000 degrees Celsius [5] Safety and Economic Advantages - The new fuel reduces the risk of hydrogen gas production during loss-of-coolant accidents, addressing safety concerns highlighted by incidents like Fukushima [7][8] - The fuel's design increases heat transfer efficiency, allowing for better power generation and reduced operational costs [9][10] - A typical reactor could see an economic benefit of about $60 million per year from a 10% power uprate using Lightbridge fuel [32] Strategic Partnerships and Collaborations - Lightbridge has established a strong partnership with Idaho National Laboratory and the U.S. Department of Energy, facilitating fuel testing and development [13][20] - Collaboration with Oklo, another nuclear technology company, is being explored for co-locating fuel fabrication facilities and sharing recycling technologies [17][18] Market Opportunities - The transition from coal to nuclear power is seen as a significant opportunity, with potential for 200 gigawatts of new power from small modular reactors on former coal sites [30][31] - The global energy demand is surging, and nuclear power is increasingly recognized as a reliable source to meet this demand [33][34] Future Projections - Lightbridge anticipates that revenue from commercial reactor fuel sales will begin in about eight years, with lead test assemblies expected in less than ten years [54] - The company is preparing to release a detailed model of its development timeline and milestones in the coming months [27] Regulatory Engagement - Lightbridge is actively engaging with the Nuclear Regulatory Commission (NRC) to ensure compliance and facilitate the licensing of its fuel for commercial use [43][44] - The company is focused on generating data under the Nuclear Quality Assurance Program to support its licensing efforts [43] Financial Position - Lightbridge reports having no debt and a strong financial position, which is advantageous for developing nuclear fuel compared to building reactors [41] Conclusion - Lightbridge is positioned to play a crucial role in the nuclear energy sector, with innovative fuel solutions that address both safety and economic challenges while meeting the growing global demand for clean energy [41][52]

Government Funding & Policy - The US government awarded $800 million (8 亿美金) to two developers for small reactor construction [1] - This initiative is part of the Trump administration's efforts to accelerate the deployment of small reactor technology [1] Industry Focus - The focus is on meeting soaring power needs through the deployment of small reactors [1]

Core Insights - GE Vernova Inc. (GEV) is positioning itself as a leader in the small modular reactors (SMRs) market, responding to the increasing demand for clean power solutions, particularly from data centers and AI operators [1] - The modular design of SMRs allows for factory prefabrication and quicker on-site assembly, reducing construction delays and upfront costs, making projects more attractive for financing [2] - GEV's BWRX-300 reactor has gained global interest, with various utilities and governments assessing its potential for use, highlighting its lower licensing risk and faster deployment timelines compared to new reactor concepts [4] Regulatory and Market Developments - In May 2025, GE Vernova Hitachi Nuclear Energy (GVH) received approval to deploy the first SMR in the Western world at the Darlington nuclear site in Ontario, Canada, marking a significant advancement in nuclear innovation [3] - The company is enhancing supplier relationships and collaborating with international regulators to standardize its SMR design and streamline approval processes [5] Financial Performance and Estimates - The Zacks Consensus Estimate indicates a year-over-year EPS growth of 33.87% for 2025 and 70.94% for 2026, reflecting strong financial performance expectations [8] - GEV's stock is trading at a premium with a forward 12-month price-to-earnings ratio of 46.33X compared to the industry average of 23.94X, indicating strong market confidence [11] - Over the past six months, GEV's shares have increased by 28.5%, outperforming the industry's growth of 24.4% [13]

Nuclear Energy Sector Development - UK approves Wylfa in North Wales as the site for the country's first small modular reactors [1] - This approval represents the next step in reviving the UK's struggling nuclear power sector [1]

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]

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Government Investment - Canadian and Ontario governments are investing C$3 billion (US$2.1 billion) in small modular reactors [1] Industry Development - The project aims to build the first small modular reactors in a G7 country [1]