Constellation Energy will receive a $1 billion loan to restart Three Mile Island, which has been renamed the Crane Clean Energy Center. ...

Meanwhile, uh, the Trump administration is going to provide Constellation Energy with a $1 billion loan to restart the Crane Clean Energy Center nuclear plant. That's in Pennsylvania. The site was formerly known as 3M Island uh, Unit One.Stopped operating in 2019, but last year, Constellation unveiled plans to rename and restart the reactor through a power purchase deal with Microsoft to support data center demand. It's expected to begin generating power in 2027. That reactor sits on the same site as Three- ...

Core Insights - Lightbridge Corporation has commenced irradiation testing of its enriched uranium-zirconium alloy fuel material samples at the Advanced Test Reactor (ATR) in Idaho National Laboratory (INL), marking a significant advancement in its fuel development program [1][9]. Company Developments - The start of irradiation testing is a major achievement for both Lightbridge and INL, providing a world-class platform for evaluating advanced nuclear materials under realistic conditions [7]. - The irradiation testing will help validate key thermo-mechanical properties of Lightbridge Fuel™, moving closer to commercial deployment in existing and new water-cooled reactors [7][9]. - The testing campaign aims to generate critical data on the fuel alloy's microstructural evolution and thermal conductivity properties, essential for the qualification and licensing of Lightbridge Fuel™ for future commercial use [9]. Research and Development - The irradiation testing follows the successful fabrication and loading of enriched uranium-zirconium coupon samples into an experimental assembly earlier this year, demonstrating progress along Lightbridge's fuel development roadmap [9]. - Post-irradiation examinations will be conducted on some samples at various burnup levels to assess the fuel alloy's performance, supporting further design qualification for licensing report submissions [9]. Strategic Partnerships - Lightbridge has entered into long-term framework agreements with Battelle Energy Alliance, the operating contractor for INL, to support the development of its advanced nuclear fuel technology [11].

Industry Development - US-Saudi Arabia negotiations on nuclear-technology-sharing deal completed [1] - This potentially opens opportunities for American companies to construct reactors in Saudi Arabia [1]

The Trump administration will give Constellation Energy a $1 billion federal loan to restart the Three Mile Island nuclear power plant in Pennsylvania that suffered a partial core meltdown in 1979. https://t.co/93eO0vEwTq ...

Using secret recordings of conversations in flats and back offices around Kyiv, Ukraine’s anti-corruption bodies documented a scheme to embezzle at least $100m from the state nuclear company. The details are excruciating https://t.co/4XpYfdHJJ9 ...

Core Insights - 2025 has seen significant investment themes including artificial intelligence, quantum computing, and notably, nuclear energy stocks, with the VanEck Uranium and Nuclear ETF delivering a total return of 55% as of November 17 [2] Company Performance - NuScale Power experienced a tumultuous year, with shares rising nearly 200% through mid-October but subsequently collapsing by around 61% from their peak due to disappointing Q3 earnings [3][6] - The company reported a substantial loss of $1.85 per share against analyst expectations of a loss of only 11 cents, primarily due to a $128.5 million payment to ENTRA1 Energy aimed at expediting a six-gigawatt nuclear energy deployment [4][5] - Following the earnings report, NuScale's shares dropped 14% on November 6 and continued to decline, resulting in a total decrease of 45% since the report, with Royal Bank of Canada lowering its price target from $35 to $32 [5] Market Reactions - Constellation Energy, the largest operator of nuclear energy facilities in the U.S., reported Q3 earnings on November 7, missing both sales and adjusted EPS expectations, yet the stock gained 2% on the same day [7] - Despite a 16% decline from mid-October highs, Constellation has still achieved a total return of 52% year-to-date [7]

ATS Corporation Conference Call Summary Company Overview - **Company**: ATS Corporation (NYSE: ATS) - **Date**: November 18, 2025 - **Speaker**: Ryan McLeod, Interim CEO Key Points Industry and Market Dynamics - **Life Sciences Sector**: ATS has six independent life science businesses, with a focus on automation and drug delivery mechanisms, particularly auto injectors, which account for approximately 10% of total revenues and 20% of life science revenues [7][15][16] - **Growth in GLP-1 Market**: The GLP-1 segment is expected to remain a significant revenue contributor over the next five years, with high growth potential due to increasing consumer demand for drug delivery devices [15][23] - **Radiopharma Growth**: Investment in radiopharmaceuticals for cancer treatment is driving growth, with a shift towards personalized medicine leading to more specific therapies [17][18] - **Wearable Devices**: ATS is involved in the development of wearable devices, expanding their market from diabetes treatment to general consumer applications [19][20] Financial Performance - **Q2 Fiscal Results**: Revenues increased by approximately 12% year-over-year, with a backlog growth of 13.5% [11][12] - **Margin Expansion**: ATS is on track for high single-digit organic growth and has seen sequential margin expansion, particularly in Q2 [12][13] - **Transportation Segment**: The transportation business has stabilized at around $50 million per quarter, with no expected growth in the next three to five years due to market saturation and technology changes [30][31] Strategic Initiatives - **Restructuring and Optimization**: ATS has undergone significant restructuring to optimize performance, particularly in the transportation segment, while exploring adjacent opportunities in industrial manufacturing and reshoring [31][33] - **Nuclear Business Growth**: The nuclear segment is expected to grow, with a focus on refurbishment, decommissioning, and new builds, particularly in the context of increasing energy demands [25][27][28] Leadership Transition - **CEO Search**: The board is actively engaged in the search for a new CEO, prioritizing candidates with strong backgrounds in continuous improvement and M&A [56][59] Other Considerations - **Working Capital Management**: ATS aims to reduce working capital investment from approximately 18% to a target of 15% of sales, with larger life science programs expected to contribute to this goal [46][48] - **Market Positioning**: ATS is focused on high-consequence markets such as life sciences and food, which are less cyclical and emphasize quality and time to market [44][45] This summary encapsulates the key insights from the ATS Corporation conference call, highlighting the company's strategic focus, market dynamics, and financial performance.

Key Takeaways OKLO posted another quarterly miss as the stock fell sharply from recent highs.Broader losses and uncertain regulatory timelines underscore rising execution risks.Lack of binding commercial deals and dilution concerns add pressure to OKLO's outlook.Last week, Oklo Inc. (OKLO) delivered another disappointing quarter, marking its third miss in the last four reporting periods, and forcing investors to re-evaluate whether the hype-driven rally still makes sense. The stock has also pulled back shar ...

Using secret recordings of conversations in flats and back offices around Kyiv, Ukraine’s anti-corruption bodies documented a scheme to embezzle at least $100m from the state nuclear company. The details are excruciating https://t.co/O29uZsA9o6Photo: Reuters https://t.co/R0HI1I3IpN ...