Small Modular Reactors

Holtec’s IPO filing outlines a shift from decommissioning to building 300 MW SMRs, backed by DOE loans and a timeline targeting regulatory approval in 2029 and deployment in the early 2030s.

BloombergNEF sees global nuclear capacity rising to about 535 GW by 2036 (a 44% jump from 372 GW), driven by 76 reactors under construction in H1 2026 and an 83 GW contribution from small modular reactors, led by China, with timing and cost overruns the key risk.