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Saudi Arabia’s Nuclear Race: Why US Small Modular Reactors Are the Real Prize in the New 123 Agreement image
  • Intelligence Briefs

Saudi Arabia’s Nuclear Race: Why US Small Modular Reactors Are the Real Prize in the New 123 Agreement

NIB July 23, 2026
On July 22, 2026, the United States and Saudi Arabia announced a civilian nuclear cooperation deal built...
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Walmart’s Nuclear Power Deal With Constellation Shows Where Corporate Energy Procurement Is Heading NUCLEAR INTELLIGENCE BRIEF
  • Intelligence Briefs

Walmart’s Nuclear Power Deal With Constellation Shows Where Corporate Energy Procurement Is Heading

NIB July 7, 2026
Walmart has signed a power purchase agreement with Constellation to source electricity from the Dresden Clean Energy...
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American Energy Independence and the HALEU Opportunity: A 2027 Outlook Screenshot 2026-07-05 005618
  • Intelligence Briefs

American Energy Independence and the HALEU Opportunity: A 2027 Outlook

NIB July 4, 2026
On a day the country marks its independence, it is worth looking at a quieter kind of...
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DEPLOYMENT WINDOW: OPEN
SMR Market Intelligence Report 2027
SMR MARKET
INTELLIGENCE REPORT
THE CAPITAL ALLOCATOR'S PLAYBOOK
11+ GW hyperscaler commits 23–30% LCOE cut via tax stack HALEU deficit exposed 2033 construction deadline
⚠ WINDOW CLOSES BEFORE SCALE-UP
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