Policy

It has been 10 months since President Trump signed several executive orders that have reshaped the nuclear energy industry and set lofty goals for initiatives like the development and deployment of new nuclear technology.

One such initiative, the DOE’s Nuclear Reactor Pilot Program, calls for at least 3 of the 11 reactors in the program to achieve criticality by July 4, 2026. Some have questioned whether this target is feasible.

Attendees at last week’s 2026 Regulatory Information Conference, hosted by the Nuclear Regulatory Commission, saw extensive discussion of new reactor technologies, uprates, fusion, multiunit deployments, supply chain, and much more.

With the industry in a state of rapid evolution, there was much to discuss. Connected to all these topics was one central theme: the ongoing changes at the NRC. With massively shortened timelines, the ADVANCE Act and Executive Order 14300, and new interagency collaboration and authorization pathways in mind, speakers spent much of the RIC exploring what the road ahead looks like for the NRC.

Last May, President Trump issued Executive Order (EO) 14300, “Ordering the Reform of the Nuclear Regulatory Commission,” which mandated that the NRC review and overhaul its rules within 18 months of the EO being issued.

At a public meeting on Thursday, NRC officials shared details and an overview of the rulemaking process, saying that they were on target to have these rules ready by the November 23 deadline.

The Department of Energy’s Office of Nuclear Energy has launched a new initiative to meet the government’s goal of increasing U.S. nuclear energy capacity by boosting the power output of existing nuclear reactors through uprates and restarts and by completing stalled reactor projects.

UPRISE, the Utility Power Reactor Incremental Scaling Effort, managed by Idaho National Laboratory, is to “deliver immediate results that will accelerate nuclear power growth and foster innovation to address the nation’s urgent energy needs,” DOE-NE said in its announcement.

The Nuclear Regulatory Commission is looking for feedback on its proposed rule for fees for fiscal year 2026, which begins October 1. The proposal was published in the March 12 Federal Register.

Based on the FY 2026 budget request because a full-year appropriation has not yet been enacted for the fiscal year, the proposed request is $971.5 million, an increase of $27.4 million from FY 2025.

The American Bureau of Shipping has joined a joint development project with the HD Hyundai divisions of Korea Shipbuilding & Offshore Engineering (HD KSOE) and HD Hyundai Samho Heavy Industries (HD HSHI) to advance the conceptual design and assess the technical feasibility of a nuclear-powered electric propulsion system for large container ships.

The project, “Conceptual Design of a Nuclear-Powered Electric Propulsion System,” will focus on developing the basic design, electrical component specifications, and arrangement plans of a nuclear propulsion system for a 16,000-TEU ship (that is, a massive vessel designed to carry 16,000 20-foot-equivalent units). It would be the first nuclear-powered commercial container vessel.

Even a last-minute cancelation from Department of Energy Secretary Chris Wright could not derail the optimism permeating day 1 of the Nuclear Regulatory Commission’s annual Regulatory Information Conference (RIC).

The optimistic theme came up several times during the morning plenary sessions that highlighted Tuesday’s agenda. The NRC commissioners who spoke said the optimism was a result of the “nuclear renaissance” they are encountering that feels different from past nuclear-related revivals that didn’t materialize.

The Kentucky Nuclear Energy Development Authority (KNEDA) recently distributed its first awards through the new Nuclear Energy Development Grant Program, which was established last year. In total, KNEDA disbursed $10 million to a variety of companies that will use the funding to support siting studies, enrichment supply-chain planning, workforce training, and curriculum development.

The United States has a strong marketplace of ideas on future civil nuclear technology. President Trump wants to see 10 large reactors under construction by 2030 and has discussed making $80 billion available for that objective. Evolutionary small modular reactors based on light water reactor technology are on the market now, and the Tennessee Valley Authority expects a construction permit for a project at its Clinch River Site later this year.

Prompted by the ADVANCE Act and Executive Order (EO) 14300, “Ordering the Reform of the Nuclear Regulatory Commission,” the NRC has recently made a number of changes aimed at increasing licensing efficiency.

Today, the agency is implementing another change to the same effect, rolling out a revision of its Differing Views Program (DVP). This revision aims to significantly reduce the time each differing view requires without compromising the NRC’s commitment to safety.

The Nuclear Regulatory Commission is set to expedite its Atomic Safety and Licensing Board adjudicatory hearings on most license applications, including those involving new reactors and license renewals.

Palo Verde, with three reactors and a combined capacity of about 4,000 MWe, is the only nuclear power plant in Arizona. But that could very well change soon if state officials have their way.

Much like other states in the West, Arizona believes nuclear energy is a vital component of the state’s future energy portfolio. At a special meeting of the Arizona Corporation Commission on February 24, commissioners, officials, and others in attendance showed broad bipartisan support for expanding nuclear energy.

It has been an unusually busy week in the world of West Coast nuclear legislative momentum. In California, a bill is aiming to effectively repeal the state’s nuclear moratorium, while in Oregon, new legislation would have the state create a nuclear feasibility study.

Now, in Washington state, legislators are introducing various measures to move new nuclear prospects forward. One motion requests that Gov. Bob Ferguson respond to the Department of Energy’s request for information regarding states hosting Nuclear Lifecycle Innovation Campuses.

Historical photo of Trojan nuclear power plant, ca. 1974. (Photo: DOE)

As concerns over growing energy needs persist, yet another state is reconsidering nuclear power. A piece of legislation is currently progressing through Oregon’s legislature that would direct the Oregon Department of Energy (ODOE) to conduct a study to assess the feasibility of deploying new power reactors in the state.

Proposed legislation in California could exempt certain reactor designs from the state’s long-standing moratorium on new nuclear generation, effectively ending the moratorium.

California Assembly Member Lisa Calderon (D., 56th Dist.) filed A.B. 2647 with the California State Assembly last week.

If the bill progresses and becomes state law, it could pave the way to increasing the number of nuclear reactors in the state in the future. Currently, Diablo Canyon nuclear power plant houses the only operational commercial nuclear reactors in California.

Craig Piercy
cpiercy@ans.org

I spent a fair amount of time over the holiday break pondering the makings of a good year for nuclear technology in 2026.

Last year was white-­hot. Between the fundamental upward shift in domestic electricity demand, the continuing proliferation of data center projects in all corners of the U.S., the increasingly voracious appetite of the financial markets for nuclear investment, and the Trump administration’s full-­throttle approach to nuclear policy, 2025 will likely be remembered as a significant, positive inflection point in the history of the harnessed atom.

I hope 2026 will be even better, but for it to be so, it will have to be different. It needs a seriousness about it, a scrape of the froth. Advanced nuclear energy technology is in a hardening phase at the moment, where the green shoots of innovation must now grow into robust commercial enterprises capable of scaling quickly and safely. Not everyone will succeed.

Gov. Tony Evers delivering his 2026 State of the State address. (Photo: Tony Evers/YouTube @Governor Tony Evers)

During his State of the State address on February 17, Wisconsin Gov. Tony Evers announced the launch of a new nuclear siting study that will be undertaken by a partnership between the Public Service Commission (PSC) of Wisconsin and the Department of Nuclear Engineering and Engineering Physics at the University of Wisconsin–Madison.

Illinois Gov. J. B. Pritzker issued a new executive order (EO) on February 18 directing both the Illinois Power Agency and the Illinois Commerce Commission to issue a notice of intent (NOI) to potential developers of new nuclear power plants.

The signing of that EO took place on the same day Pritzker delivered his 2026 State of the State address, in which he set a goal of building at least 2 gigawatts of new nuclear capacity in the state.

Sens. Jim Risch (R., Idaho) and Ruben Gallego (D., Ariz.) reintroduced the Accelerating Reliable Capacity (ARC) Act in the Senate on February 10.

According to the Department of Energy, it could take up to 10 deployments for a reactor design to become a mature commercial reactor. Getting from the first-of-a-kind (FOAK) to full commercial deployment is challenging, and the risks of higher costs and longer deployment timelines for early nuclear projects create significant uncertainty for investors. The ARC Act is designed to reduce that early deployment risk.

Nuclear is enjoying a bit of a resurgence. The momentum for reliable energy to support economic development around the country—specifically data centers and AI—remains strong, and strongly in favor of nuclear. And as feature coverage on the states in the January 2026 issue of Nuclear News made abundantly clear, many states now see nuclear as necessary to support rising electricity demand while maintaining a reliable grid and reaching decarbonization goals.