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ATM No 188 2026 JAN 12
Meta announces 'landmark' agreements for new nuclear
- Meta has signed landmark agreements with Vistra, TerraPower, and Oklo to secure up to 6.6 GW of nuclear energy capacity by 2035, making it one of the largest corporate purchasers of nuclear power in U.S. history.
- These deals will extend the life of existing plants in Ohio and Pennsylvania, while also funding advanced reactors like TerraPower’s Natrium and Oklo’s Aurora campus.
- Meta says nuclear energy will power its AI infrastructure, strengthen U.S. energy security, and create thousands of skilled jobs.
First mobile sorption unit launched by Rosatom
- Rosatom installed its first mobile sorption unit at the Verkhne-Uksyanskaya deposit to enhance uranium production efficiency.
- The modular facility can be quickly relocated, offering mobility, rapid commissioning, and lower costs compared to stationary plants.
- Dalur, Rosatom’s mining division, expects to start uranium mining at the site in early 2026 using environmentally friendly in-situ recovery methods.
Nuclear steam-side upgrades aim to deliver fast, firm megawatts
- Nuclear plant upgrades are emerging as a fast method to add reliable power, with Siemens Energy focusing on steam-side enhancements that can increase output by 7% to 10% per unit.
- The Palisades nuclear plant restart in Michigan is expected to restore over 800 megawatts of firm capacity, involving a complete disassembly and refurbishment of the steam turbine and generator.
- Upgrading existing nuclear assets allows utilities to forecast costs over decades and addresses challenges in supply chains, while also serving as a training ground for future small modular reactor projects.