NRC proceedings, project milestones, contract awards, and the global signals behind them - synthesized for people who work in nuclear. Five minutes, every Thursday.
One email per week. No spam, unsubscribe anytime.
You're in. See you Thursday.
A sample of what's inside
Four stories, the implication on each one, and the global frame behind them. Not a clipping service.
The US-Iran ceasefire expires this week with Iran's uranium enrichment still unresolved, while back home, US nuclear is moving faster than it has in 50 years.
In context: The Strait of Hormuz has partially reopened under a fragile two-week ceasefire, but talks in Islamabad collapsed after 21 hours - nuclear enrichment is the last wall. AI data centers now consume over 10% of US electricity, up from 4% in 2023. Both pressures are pointing the same direction: domestic nuclear needs to move, and this week there's evidence it is.
Draws on NRC dockets, DOE announcements, IAEA reports, and primary wire services.
The narrowest pipe in the nuclear fuel cycle is conversion - turning U3O8 into UF6 so it can be enriched. Five Western facilities. One Russian. One Chinese.
Western capacity collapsed in the 2010s, then demand turned. The U-shape, recomputed live - stress-test any plant, see when the gap closes or doesn't.
Open fuel.jrand.net →
Recent issues
Why ENTEL
Everything that moved in nuclear this week, and what it means. Free, every Thursday at 9:30 AM ET.
One email per week. Unsubscribe anytime.
You're in. See you Thursday.