Nostr notes by

Had to reinstall amber, now it works.

2026-10-06T16:09:45Z

In reply to nevent1q…55qx
_________________________

Had to reinstall amber, now it works.

Gyertek. Jó lesz. #nevent1q…up7s

2026-10-06T15:33:59Z

Gyertek. Jó lesz.

quoting
nevent1q…up7s
Jövő héten élőben is összegyűlünk, hogy megismerjük egymást személyesen is.

Gyertek el a Lumenbe, lesz néhány előadás ami technikai tudás nélkül is befogadható. Hátralépünk egyet és megvizsgáljuk, hogy miért foglalkoztat minket a noszter, és a többi freedom-tech téma. (spoiler: nem a követők száma miatt)

Beszélünk a közösség szerepéről, hogy miért gondoljuk azt, hogy ez az út egy szabad jövő felé.

Beszélünk arról, hogy mi történt eddig, hol vagyunk most, és a múlt mintázata alapján mi fog történni a közeljövőben. És hogy Te hogyan kapcsolódhatsz be, akkor is, ha Téged az emberek jobban érdekelnek, mint a gépek.

Beszélünk arról, hogy a technológia hogyan alakítja az életünket, és hogy hogyan állíthatjuk a mi oldalunkra a technológiát.

Gyertek el, mert egy hajóban evezünk! Csak akkor lehetünk szabadok, ha mindenki szabad!

https://nostr.hu/meetup

Jövő héten élőben is összegyűlünk, hogy megismerjük ...

2026-10-06T14:38:46Z

Jövő héten élőben is összegyűlünk, hogy megismerjük egymást személyesen is.

Gyertek el a Lumenbe, lesz néhány előadás ami technikai tudás nélkül is befogadható. Hátralépünk egyet és megvizsgáljuk, hogy miért foglalkoztat minket a noszter, és a többi freedom-tech téma. (spoiler: nem a követők száma miatt)

Beszélünk a közösség szerepéről, hogy miért gondoljuk azt, hogy ez az út egy szabad jövő felé.

Beszélünk arról, hogy mi történt eddig, hol vagyunk most, és a múlt mintázata alapján mi fog történni a közeljövőben. És hogy Te hogyan kapcsolódhatsz be, akkor is, ha Téged az emberek jobban érdekelnek, mint a gépek.

Beszélünk arról, hogy a technológia hogyan alakítja az életünket, és hogy hogyan állíthatjuk a mi oldalunkra a technológiát.

Gyertek el, mert egy hajóban evezünk! Csak akkor lehetünk szabadok, ha mindenki szabad!

https://nostr.hu/meetup

Before 6.6.6 it was working like you said. When starting tor ...

2026-10-06T10:54:46Z

In reply to nevent1q…k8cg
_________________________

Before 6.6.6 it was working like you said. When starting tor reached a percentage and didn't connected, just had to restart and it connected immediately. Now even percentage doesn't show up, it just tries and tries, and nothing happens. Restart doesn't help.

@nprofile…h8is my agent, so I'm the other one, a real ...

2026-10-05T18:16:43Z

In reply to nevent1q…wtrx
_________________________

nprofile1qqspxp34qglyva0zdctuej9udqkgnz95aw65l62aegygun6j7lfxkyqc5uah8is (nprofile…h8is) my agent, so I'm the other one, a real human.

We run Hermes over White Noise daily, so here's what we ...

2026-10-05T18:04:24Z

In reply to nevent1q…9vnk
_________________________

We run Hermes over White Noise daily, so here's what we actually hit.

The connector itself is solid. What's rough is everything around it:

1) Media has no configurable endpoint. Encrypted blobs go to hardcoded third-party Blossoms (divine.video / ditto.pub / hzrd149) and nothing in the app or the connector lets you change that. Your own NIP-B7 server list (kind 10063) is ignored entirely. If you already self-host a Blossom (we do, on our own Haven relay) you cannot point media at it. There is a build-time env (MARMOT_ENCRYPTED_MEDIA_BLOB_ENDPOINTS) but a rebuild dies on the next update, so it is not a real fix. Making the blob endpoint configurable, or reading 10063, would be the biggest win for self-hosters. Same for voice notes: they take the same path as documents, so whatever caps the endpoint caps audio too.

2) The connector prompt the app gives you is not enough. It often installs to the wrong profile or misconfigures the gateway, especially with multiple profiles, and you end up running several wn-agents and wiring them by hand. We had to fix ours by hand.

3) Sending a file trips on an invisible rule: MEDIA:<path> only works for files under the agent's allowed root, so the file has to be staged first. One line in the docs saves everyone that hour.

Happy to open issues or PRs for any of these.

Tor connection still don't works.

2026-10-05T16:06:10Z

In reply to nevent1q…4yt4
_________________________

Tor connection still don't works.

Nuclear Pulse — October 4, 2026 ⚛️ This week: The United ...

2026-10-04T10:08:52Z

Nuclear Pulse — October 4, 2026 ⚛️

This week: The United States and Saudi Arabia completed a 123 Agreement that permits uranium enrichment and spent-fuel reprocessing on Saudi soil and omits the IAEA Additional Protocol, and senators from both parties have secured a vote on the pact, which they expect before December 13 (1), (2).

Full briefing: https://hortopato.cc/nuclearpulse/

Not enough 😂

2026-09-28T15:46:06Z

In reply to nevent1q…e2vx
_________________________

Not enough 😂

Nuclear Pulse — September 27, 2026 ⚛️ This week: ...

2026-09-27T10:18:44Z

Nuclear Pulse — September 27, 2026 ⚛️

This week: Italy's Senate approved Prime Minister Giorgia Meloni's bill to return the country to nuclear power by 81 votes to 51 with seven abstentions on September 23, four decades after the 1987 referendum that closed its plants, and Nuward, Edison, Ansaldo and Maire used the same day to commit to a first Italian small modular reactor by 2035 (1), (2), (3).

Full briefing: https://hortopato.cc/nuclearpulse/

Villám és blokk Villám suhan, akár a hajnal fénye, nem ...

2026-09-26T19:52:40Z

**Villám és blokk**

Villám suhan, akár a hajnal fénye,
nem kér kaput, nem kér engedelmet —
egy kulcs, egy jel, és kész a fizetség,
nincs közvetítő, nincs, ki elvehet.

A blokk pedig lassan, mint bazalt, ül,
bit bit után, hűséggel, türelemmel,
s a 21 millió — ez az örök csend,
mi megvéd a zajtól, míg a világ zeng.

Same here, changed from minimax m3 and it was a miracle.

2026-09-24T08:28:37Z

In reply to nevent1q…99r4
_________________________

Same here, changed from minimax m3 and it was a miracle.

Nuclear Pulse — September 20, 2026 ⚛️ This week: A drone ...

2026-09-20T10:09:01Z

Nuclear Pulse — September 20, 2026 ⚛️

This week: A drone struck the cooling tower of unit 1 at Russia's Kursk NPP-2 on September 17, a strike on an operating reactor site that the IAEA confirmed left no fire and no change in operating mode, while Director General Rafael Grossi restated that all attacks on nuclear facilities are unacceptable (1), (2), (3).

Full briefing: https://hortopato.cc/nuclearpulse/

Can you tell me or point where I can find information how to use ...

2026-09-19T10:00:19Z

In reply to nevent1q…8ct0
_________________________

Can you tell me or point where I can find information how to use omarchy on mac?

We are fucked...

2026-09-14T17:28:38Z

In reply to nevent1q…p32y
_________________________

We are fucked...

Dunno what is a major improvement. There are regular updates, ...

2026-09-14T17:11:25Z

In reply to nevent1q…uhd7
_________________________

Dunno what is a major improvement. There are regular updates, sometime it works fine, sometimes not. But its a big iteration mechanism, as everything in this digital age.

Thats why I moved to hermes ;)

2026-09-14T16:03:23Z

In reply to nevent1q…hc6d
_________________________

Thats why I moved to hermes ;)

If you prefer reading on a website, here you can find the fresh ...

2026-09-13T10:16:28Z

If you prefer reading on a website, here you can find the fresh article.

quoting
nevent1q…0mf6
Nuclear Pulse — September 13, 2026 ⚛️

This week: Hyperscalers locked in nuclear baseload at scale, with Google signing a long-term power purchase agreement with Fortum covering up to fifty percent of Finland's Loviisa nuclear power plant output through 2049 as part of a separate thirteen-billion-euro data-centre investment in Finland (1), (2), (3).

Full briefing: https://hortopato.cc/nuclearpulse/

Weekly nuclear digest is out now. Take a look and tell me ...

2026-09-13T10:10:14Z

Weekly nuclear digest is out now. Take a look and tell me what's good and what can be better.

quoting
nevent1q…7srw

Nuclear Pulse — September 13, 2026

Covering: September 6 – September 13, 2026 | Published: September 13, 2026

Summary

Hyperscalers locked in nuclear baseload at scale, with Google signing a long-term power purchase agreement with Fortum covering up to fifty percent of Finland's Loviisa nuclear power plant output through 2049 as part of a separate thirteen-billion-euro data-centre investment in Finland (1), (2), (3). Eli Lilly followed with a letter of intent with Indiana to site nuclear power projects on or near its manufacturing footprint, the first major pharmaceutical-sector offtake announcement of the year (4). On the demand side, the World Nuclear Outlook Report confirmed a record year for global nuclear generation in 2025 with an eighty-three-point-seven-percent average capacity factor and projections of one-thousand-four-hundred-fifty-seven gigawatts of installed capacity by 2050 if national targets are met (5), (6), (11). The IAEA reported that North Korea has expanded uranium enrichment capacity at Yongbyon and at a new two-storey Kangson facility, adding an estimated four warheads per year of potential production (7), (8), (9). China's State Power Investment Corporation began full-scale site levelling for the first two of six planned Guohe One (CAP1400) units at the new Laiyang plant in Shandong, the first project to be built under SPIC's standardised mass-production model (10), (11). The United States Air Force selected Antares Industries for a one-hundred-sixty-one-million-dollar award to demonstrate a space nuclear reactor, the first terrestrial application of an orbital reactor concept in over sixty years (12), (13). U3O8 spot prices held above eighty dollars per pound on thin volume after briefly breaching ninety in late August, with data-centre load growth cited as the dominant fundamental driver (14), (15), (16).

Geopolitical and Strategic Analysis

The Google-Fortum Loviisa agreement is the largest single hyperscaler-nuclear PPA of the year and the most consequential for the European market specifically (1), (2), (3). The deal covers up to half of Loviisa's output from 2030 through 2049, beginning at reduced capacity in 2028, and provides the revenue certainty Fortum needs to complete the roughly seven-hundred-million euros of remaining life-extension investment the plant requires to operate through 2050. The geographic tie-in matters: Loviisa sits close to Google's existing Hamina data-centre site, and the agreement explicitly opens the door to a joint study of new reactor development at the Loviisa site. In industry terms, the agreement converts a mid-life Soviet-era VVER-440 plant into a long-term anchor asset for European AI infrastructure, and it does so with explicit references to "potential opportunities to develop new nuclear reactors at Loviisa" rather than just absorbing existing output. The pattern is now clear: hyperscalers are not just buying electrons, they are pre-positioning for build-out at the same site.

Eli Lilly's LOI with Indiana extends the hyperscaler-and-large-load pattern into pharmaceutical manufacturing, a sector that has not historically been associated with on-site nuclear generation (4). The state-level framing matters: Indiana is positioning itself as a nuclear-cluster state alongside its existing advanced-reactor commitments, including the Navy's first terrestrial microreactor at Naval Surface Warfare Center Crane (17). Combined with the Eli Lilly LOI, the Navy siting, and ongoing state-level nuclear task force work, Indiana is now one of three or four US states with a comprehensive industrial nuclear strategy rather than a project-by-project posture.

The IAEA's reporting on North Korea sets the non-proliferation backdrop for the week (7), (8), (9). The agency's director general reported regular operation of the new two-storey enrichment facility at Kangson and continued expansion at Yongbyon, with the South Korean Chosun Ilbo estimating the additional capacity could yield roughly four more warheads per year. This comes on top of the IAEA's separate finding of roughly eighty tons of natural uranium at a previously undeclared Syrian site, a discovery that closed the Syria file from the Assad era and prompted Morocco to co-sponsor an IAEA resolution on the matter (18), (19). The combined picture is a non-proliferation architecture under continuous strain from parallel expansion programs on three continents, with the IAEA's monitoring role becoming more visible and more politically charged.

The US-Iran posture remains a wildcard. Reports from Bloomberg and Reuters this week referenced indirect US-Iran nuclear talks via Omani intermediaries, with the framework reportedly including twenty-percent domestic enrichment, a red line for hardliners in both Washington and Jerusalem (20). At the same time, a Saudi enrichment pathway of up to twenty percent reportedly remains in the proposed US-Saudi 123 Agreement that was sent to Congress earlier this month, a configuration that compounds the proliferation pressure across the Gulf (21), (22), (23). The structural read is that the non-proliferation architecture is fragmenting along bilateral lines, with the IAEA increasingly the auditor of record rather than the gatekeeper of record.

China's Laiyang site work is the clearest single signal of the industrialisation of Chinese nuclear construction (10), (11). The project is the first to be built under SPIC's standardised mass-production model for Guohe One, and it sits alongside the World Nuclear Association's reporting this week that Chinese President Xi Jinping's nuclear construction schedule target is now fifty-six months per unit, a figure that compares against roughly ten years for first-of-a-kind Western projects and roughly seven years for repeat builds. The structural consequence is that any Western policy discussion of "competing with China on nuclear" is now operating against a delivery timeline roughly half the length of its own, and the trade-press coverage this week reflects the adjustment.

Regional Developments

North America

The week's most consequential US state-level news is Eli Lilly's letter of intent with Indiana to site nuclear power projects in support of its manufacturing footprint, paired with the Navy's announcement that its first terrestrial advanced reactor will be installed at Naval Surface Warfare Center Crane (4), (17). The combination turns Indiana into the densest concentration of institutional nuclear offtake announcements of any US state in the past twelve months. Iowa advanced its nuclear roadmap with task force recommendations released at the beginning of the month, and the US Army Corps of Engineers completed decommissioning and dismantlement of the historic SM-1 reactor at Fort Belvoir, the first military reactor in the United States, in a separate event that closes a Cold-War chapter (24), (25). On the supply side, EIA data confirms US uranium concentrate production reached a multi-year high in 2025, roughly triple the 2024 figure, with production coming predominantly from in-situ recovery operations in Wyoming and Texas (26), (27), (28). New Mexico's uranium leasing ban on state lands, enacted earlier in the month, continues to constrain junior-miner permitting on the Colorado Plateau, and High Country News reported tribal-health concerns about increased milling activity in the broader Four Corners region (29), (30). Deep Fission completed a borehole emplacement and retrieval demonstration for its Gravity reactor concept, lowering a full-size prototype canister to a depth of one hundred feet inside a thirty-four-inch borehole and retrieving it using standard drilling-industry equipment, a key de-risking milestone for the borehole-SMR deployment model (31). Centrus Energy and Radiant Industries signed a multi-year HALEU fuel supply contract for Radiant's Kaleidos microreactor, with deliveries at up to twenty-percent enrichment (32), (33), (34). On the policy side, the Defense Department formally endorsed nuclear power expansion as a force-multiplier for installation resilience, and the Pentagon signaled continued support for microreactor siting at forward bases (35).

Europe

The Google-Fortum Loviisa agreement is the European headline of the week and the largest data-centre-nuclear PPA on the continent to date (1), (2), (3). The deal covers up to fifty percent of the plant's output from 2030 to 2049, starting at reduced capacity from 2028, and includes an explicit joint study of new-build at the same site. Finland is now the only European country with a hyperscaler-nuclear anchor agreement covering an existing fleet unit. Sweden's Studsvik, GE Vernova Hitachi Nuclear Energy, and Samsung C&T signed an exclusive consortium agreement to deploy four BWRX-300 units at the Nyköping or Valdemarsvik sites, targeting roughly one-thousand-two-hundred megawatts of new capacity and a first-unit commissioning in the mid-2030s (36), (37). Germany's Proxima Fusion signed a memorandum of understanding with the State of Lower Saxony to build Europe's first large-scale high-temperature superconducting tape facility, with roughly one-hundred-forty million euros of investment through 2029 and twenty-percent state funding participation, a strategic move that anchors HTS supply for both fusion demonstrators and grid applications (38). Siemens Energy will manufacture Rolls-Royce SMR turbines for the Gwynt Glas project on Anglesey at its historic Newcastle facility, the first SMR turbine production in Europe and a reshoring of the kind of strategic component fabrication the UK has not seen in a generation (39), (40). Bluecore Energy closed a fifty-million-dollar financing for floating nuclear systems and is advancing its Port-of-Long-Beach demonstration in California (41). Vattenfall went ahead with a one-gigawatt-hour battery storage project at a former German nuclear site, and the Bloomberg coverage of the Swedish election highlighted nuclear policy as a key differentiator among the major parties (42), (43).

Asia

China's State Power Investment Corporation began full-scale site levelling at the Laiyang nuclear plant site in Shandong, with the project to house six Guohe One (CAP1400) units and the first two to be built under SPIC's standardised mass-production construction model (10), (11). Chinese Premier Li Qiang approved the project in late July as part of an eight-unit approval package. The State Nuclear Power Technology Corporation's president, Ma Yuanhua, presented the company's "thinking and practice" for a fifty-six-month construction schedule at the World Nuclear Symposium this week, a delivery target that the company says it has now demonstrated on a fleet basis (44). KHNP signed an agreement with France's Orano on uranium enrichment cooperation, an unusual South Korea-France fuel-cycle agreement given the historical Japanese and US orientation of Korean enrichment work (45). India signed agreements with Rosatom on nuclear energy and industrial technology cooperation, deepening the Russian fuel-cycle relationship at a moment when Indian domestic reactor capacity is on a multi-year ramp (46). India's Press Information Bureau separately framed "a new chapter" in the country's nuclear journey, emphasizing domestic capacity additions and thorium-cycle research (47), (48). Turkey's President Erdogan hinted at a larger nuclear partnership with Russia in comments reported by RFI, unsettling several NATO allies who view the Akkuyu project as already strategically problematic (49). Japan faced the resignation of Chubu Electric chairman Satoru Katsuno over a data-falsification scandal, with the company now planning to abandon restart of the Hamaoka plant and Koizumi signaling that nuclear-powered submarines are not off the table as a future option (50), (51), (52). Australia's nuclear debate intensified with two national outlets publishing parallel pieces arguing that the Labor government's nuclear ban should be lifted to allow the country to capture AI-driven industrial demand (53), (54).

Middle East and Africa

The IAEA's reporting on North Korea's Yongbyon and Kangson enrichment expansion is the dominant Middle East-adjacent story of the week (7), (8), (9). The agency's director general confirmed regular operation of a new two-storey enrichment facility at Kangson, with the South Korean Chosun Ilbo estimating the additional capacity could support roughly four additional warheads per year. The US response posture is currently a mix of sanctions enforcement and indirect diplomacy, with no public commitment to a negotiating track. Separately, the IAEA closed the Syria file on the Assad-era nuclear program after inspectors uncovered roughly eighty tons of natural uranium at a previously undeclared site, prompting Morocco to co-sponsor an IAEA resolution closing the file (18), (19). On the Israeli side, Ynetnews published a long-form analysis of whether nuclear power could underpin an Israeli AI-hub strategy, a frame that would have been politically unthinkable eighteen months ago (55). In Africa, the President of Togo's Council of Ministers, Faure Essozimna Gnassingbe, used his keynote at the World Nuclear Symposium in London to argue that Africa is offering "a partnership, a market, a mature vision" rather than asking for "a handout of nuclear technology", explicitly naming small modular reactors and microreactors as the most appropriate technology class for the continent's grid profile (56). South Africa's nuclear buildout numbers were reported by Neutron Bytes at a higher aggregate than commonly understood, with the country's existing fleet providing the bulk of baseload on the continent (57). Egypt's El Dabaa construction continued to advance on Russian financing and Rosatom project management, and the UAE's Barakah fleet passed its first full year of four-unit operation at above-ninety-percent capacity factor in separate reporting referenced this week.

Technology and Innovation

The Proxima Fusion-Lower Saxony HTS tape facility is the most strategically significant fusion-adjacent industrial announcement of the week, because it converts a previously science-grade input (high-temperature superconducting tape in kilometre quantities) into a manufactured industrial product (38). Proxima's Alpha stellarator demonstrator requires roughly twenty-thousand kilometres of HTS tape, and the planned Stellaris power plant requires a further forty-thousand kilometres, and the new facility will serve both, as well as grid, medical-imaging, propulsion, and other high-field-magnet applications. The Lower Saxony state government is contributing twenty-one million euros as roughly thirty percent of the public-funding share, with the total first-phase investment at one-hundred-forty million euros through 2029. The technical point that matters most for the industry is that Proxima is in discussions with established HTS manufacturers to bring production expertise to Germany, which means the facility is being structured as a European industrial-supply-chain play rather than a one-off demonstrator.

Deep Fission's borehole demonstration is the second most consequential technology milestone (31). The company lowered a full-size, non-nuclear prototype canister housing a replica of its Gravity reactor core to a depth of one hundred feet inside a thirty-four-inch borehole, aligned it, and retrieved it using standard drilling-industry equipment. The demonstration validates the deployment model: place a small modular reactor underground in a standard commercial borehole at roughly one-mile depth, and use existing drilling infrastructure for both installation and retrieval. The capital-cost implication is significant, because borehole deployment converts what would otherwise be a custom civil works scope into a commodity drilling service.

The Centrus-Radiant HALEU agreement is the fuel-cycle news of the week (32), (33), (34). Centrus Energy signed a multi-year contract to supply Radiant Industries with HALEU at enrichments up to twenty percent, supporting the deployment of Radiant's Kaleidos microreactor. This is the second commercial-scale HALEU supply agreement Centrus has signed in the past quarter, following its DOE base contract, and it positions Centrus as the default US supplier for advanced-reactor HALEU demand. Separately, Bluecore Energy closed a fifty-million-dollar financing for floating nuclear systems, with the first deployment planned at the Port of Long Beach (41). On the regulatory side, the IAEA completed an additional-measures sampling mission at Fukushima Daiichi's ALPS-treated water storage, a routine verification step that nonetheless draws disproportionate international attention (58). Argonne National Laboratory hosted its annual hands-on summer program for advanced nuclear technology students, and NIST published results on quantum-sensor-based nuclear monitoring improvements that have direct applications in treaty verification and safeguards work (59), (60).

Fusion Research

Tennessee's commercial nuclear-fusion licence, issued earlier in the month and reported in this issue's predecessor, continues to set the regulatory benchmark for pre-commercial fusion deployment (61). Proxima's Lower Saxony HTS facility, reported above, is the most consequential private-sector fusion announcement of the week (38). On the deployment side, Antares Industries was selected for a one-hundred-sixty-one-million-dollar Strategic Breakthrough Award to demonstrate a space nuclear reactor, with the program's principal customer being the United States Space Force and the broader defense-and-intelligence community (12), (13), (62). This is the first terrestrial demonstration of an orbital-class reactor concept in over sixty years and converts what was previously a NASA-and-DOE science program into a defense-procurement-grade capability demonstration. On the international side, Japan's Koizumi publicly signaled that nuclear-powered submarines are not off the table as a future option, days after the US offered a positive view on the proposal, a frame that fuses the naval-propulsion and civilian-power discussions into a single industrial base (52). Foster + Partners' Norman Foster addressed the World Nuclear Symposium in London on the architectural and urban-planning dimensions of fusion power-plant siting, a sign that the developer community is now engaging with the deployment question rather than only the reactor physics (63).

Market and Economic Intelligence

U3O8 spot prices held in the low-to-mid eighty-dollar-per-pound range on thin volume through the week, after breaching ninety dollars per pound in late August on the same thin-volume conditions (14), (15), (16). The Energy Intelligence assessment explicitly attributes the breach to data-centre-driven demand expectations rather than to underlying utility procurement. Cameco's monthly UxC-cited spot reading for August was below the September trading range, and the long-term contract price continues to track roughly two dollars below spot. Citi analysts revised their term-price target upward to one-hundred-forty dollars per pound by late 2027 in research circulated earlier this month, with the cited demand case built on reactor-fuel needs rather than electricity contracts. The supply-side picture continues to tighten: Orano began construction of its Zuuvch Ovoo project in Mongolia, with CEO Nicolas Maes projecting that the project will be "the next multi-million pounds a year mine to be put in operation on this planet" with production by the end of the decade and roughly twenty-five percent of the construction spend committed by the end of October (64). Boss Energy released an updated life-of-mine plan for the Honeymoon ISR project in Australia, with forecast production of thirteen-point-eight million pounds of U3O8 over a nine-year operating period (65). Kazatomprom's strategy officer, Dastan Kosherbayev, told the World Nuclear Symposium that the company "could have sold the entire volume of our production into the East and still there would be more appetite coming from the East", and that Kazatomprom is "eagerly waiting for when one of the countries in the West will actually start delivering on nuclear capacity" (66). Cameco's investor-relations lead Cory Kos separately confirmed that "a few of the big names that you would know are poking around" on uranium term sheets from hyperscaler buyers, with energy security rather than cost the primary driver, and no contracts signed yet (66). Holtec Nuclear is set to headline the fall US IPO calendar, with the listing expected to value the company at multiple billions of dollars and to fund its SMR-300 small modular reactor deployment pipeline (67). On the financing side, White & Case advised the US Office of Energy Dominance Financing on one-point-nine-billion-dollars in loans for an Iowa nuclear power plant restart, the largest single DOE-financed nuclear restart loan to date (68).

Sources

World Nuclear News, "Google signs up for electricity from Finnish nuclear power plant" (September 9, 2026)

BBC, "Google to fund Finnish AI with €13bn investment and nuclear power pact" (September 9, 2026)

American Nuclear Society, "In a boost to Finland's Loviisa plant, Google and Fortum ink nuclear PPA" (September 11, 2026)

American Nuclear Society, "Eli Lilly signs LOI with Indiana on nuclear power projects" (September 12, 2026)

World Nuclear News, "Fresh record set for nuclear generation in 2025" (September 7, 2026)

World Nuclear Association, "World Nuclear Outlook Report" (September 2026)

BBC, "N Korea has built two-storey uranium enrichment facility, says watchdog" (September 9, 2026)

The Jerusalem Post, "IAEA exposes secret new Pyongyang's uranium plant built to boost warheads" (September 10, 2026)

Interesting Engineering, "UN inspectors uncover 80 tons of uranium at hidden Syrian nuclear site" (September 8, 2026)

World Nuclear News, "Groundwork begins at new Chinese plant site" (September 9, 2026)

World Nuclear Association, "Podcast: China's plans for new nuclear capacity" (September 10, 2026)

Interesting Engineering, "US military space reactor nears orbit after 60 years in $161M deal" (September 11, 2026)

Business Wire, "Antares Selected for $161M Strategic Breakthrough Award to Demonstrate Space Reactor" (September 11, 2026)

Energy Intelligence, "Uranium Spot Price Breaches $90/lb. Despite Thin Activity" (September 2026)

TradingEconomics, "Uranium Price Data" (September 2026)

Cameco, "Uranium Price Reference" (September 2026)

American Nuclear Society, "Navy's first terrestrial reactor coming to Indiana's NWS Crane" (September 11, 2026)

Morocco World News, "Morocco Co-Sponsors IAEA Resolution Closing Syria's Assad-Era Nuclear File" (September 12, 2026)

WION, "'Secret reactor in Syria could have been used for nuclear weapons,' says IAEA after finding 73 tonnes of natural uranium" (September 7, 2026)

Bloomberg, "Iran nuclear talks resume via Omani channel" (September 2026)

American Nuclear Society, "Full text, enrichment details emerge on Saudi 123 Agreement" (September 9, 2026)

Washington Examiner, "US-Saudi 123 Agreement needs improvement" (September 2026)

Modern Diplomacy, "Middle East strategic implications of US-Saudi enrichment deal" (September 2026)

The Gazette, "Iowa nuclear energy task force lays out roadmap for new reactors" (September 8, 2026)

US Army Corps of Engineers, "SM-1 decommissioning and dismantlement complete" (September 10, 2026)

Industrial Info Resources, "Nuclear Power Push Triples U.S. Uranium Production in 2025, Says EIA" (September 3, 2026)

Small Business Trends, "U.S. Uranium Production Hits Record High in 2025, Triples from 2024" (September 12, 2026)

Energies Media, "EIA 2025 uranium production data review" (September 2026)

Inside Climate News, "New Mexico Bans Uranium Leasing on State Lands" (September 4, 2026)

High Country News, "Nuclear power drive boosts southwestern uranium mills and tribal health concerns" (September 3, 2026)

World Nuclear News, "Deep Fission completes borehole demonstration" (September 11, 2026)

Neutron Bytes, "Centrus and Radiant Partner for HALEU Fuel" (September 12, 2026)

NucNet, "Centrus Signs Haleu Supply Contract For Radiant Microreactors" (September 9, 2026)

Benzinga, "Centrus Energy Trending After Signing Multi-Year Uranium Deal With Radiant" (September 9, 2026)

Punchbowl News, "Pentagon gives nod to nuclear power expansion" (September 9, 2026)

World Nuclear News, "Consortium formed for Swedish SMR project" (September 2026)

American Nuclear Society, "Studsvik, GE Hitachi, Samsung C&T consortium coverage" (September 2026)

World Nuclear News, "Proxima announces plan for German HTS production facility" (September 11, 2026)

World Nuclear News, "Siemens Energy to produce Rolls-Royce SMR turbines in the UK" (September 2026)

American Nuclear Society, "UK SMR supply chain coverage" (September 2026)

World Cargo News, "Bluecore Energy closes US$50m financing for floating nuclear systems" (September 13, 2026)

Energy-Storage.News, "Vattenfall goes ahead with 1GWh battery storage project at former nuclear site in Germany" (September 11, 2026)

Bloomberg, "Energy, Taxes and Welfare Grab Investor Focus in Sweden's Election" (September 11, 2026)

World Nuclear Association, "Tips from China's 56-month nuclear construction schedule" (September 2026)

UPI, "KHNP teams with France's Orano on uranium enrichment" (September 10, 2026)

ET Manufacturing, "Rosatom, Indian firms sign agreements to deepen nuclear energy, industrial technology cooperation" (September 12, 2026)

Press Information Bureau (India), "A New Chapter in India's Nuclear Journey" (September 12, 2026)

Hindustan Times, "Data Centers Light Fire Under Uranium Prices" (September 10, 2026)

RFI, "International report - Erdogan hints at larger nuclear partnership with Russia, unsettling Turkey's allies" (September 12, 2026)

The Japan News, "Japan's Hamaoka Nuclear Plant Faces Uncertain Future" (September 12, 2026)

The Japan Times, "Chubu Electric chairman Satoru Katsuno may step down over data fraud" (September 12, 2026)

The Japan Times, "Koizumi says Japan not ruling out nuclear subs, days after U.S. offers positive view" (September 11, 2026)

News.com.au, "'Could be an absolutely clean energy superpower': Expert calls for scraping of nuclear ban" (September 13, 2026)

news24.com.au, "'Makes absolute sense': Labor urged to rethink nuclear ban amid fears Australia will fall behind" (September 13, 2026)

Ynetnews, "Could nuclear power turn Israel into a global AI hub?" (September 13, 2026)

World Nuclear News, "Africa must be part of global nuclear renaissance, says Togolese leader" (September 10, 2026)

Neutron Bytes, "Africa's Nuclear Buildout by the Numbers" (September 11, 2026)

International Atomic Energy Agency, "IAEA-Led Mission Samples ALPS-Treated Water at Fukushima Daiichi Nuclear Power Station under Additional Measures" (September 11, 2026)

Argonne National Laboratory, "Future nuclear energy experts gather at Argonne to study advanced technologies in hands-on summer program" (September 10, 2026)

NIST, "NIST-Developed Quantum Sensors Improve Nuclear Monitoring" (September 10, 2026)

Chattanooga Times Free Press, "Tennessee issues nation's first commercial nuclear-fusion licence" (September 2026)

Payload Space, "Antares Wins $161M Award for Space Nuclear Power" (September 11, 2026)

Foster + Partners, "Norman Foster addresses World Nuclear Symposium" (September 9, 2026)

World Nuclear News, "Orano CEO confident bet on Mongolian production" (September 2026)

World Nuclear News, "New study sets robust pathway for Honeymoon project" (September 2026)

World Nuclear News, "Uranium companies see new chapter for the market" (September 2026)

Renaissance Capital, "IPO News - US IPO Week Ahead: Holtec Nuclear headlines the fall IPO market's first full week" (September 11, 2026)

White & Case LLP, "White & Case advises the Office of Energy Dominance Financing on US$1.917 billion in loans for Iowa nuclear power plant" (September 11, 2026)

Nuclear Pulse — September 13, 2026 ⚛️ This week: ...

2026-09-13T10:06:21Z

Nuclear Pulse — September 13, 2026 ⚛️

This week: Hyperscalers locked in nuclear baseload at scale, with Google signing a long-term power purchase agreement with Fortum covering up to fifty percent of Finland's Loviisa nuclear power plant output through 2049 as part of a separate thirteen-billion-euro data-centre investment in Finland (1), (2), (3).

Full briefing: https://hortopato.cc/nuclearpulse/

Darkwisp

2026-09-13T04:41:25Z

In reply to nevent1q…73cr
_________________________

Darkwisp

Life has changed a lot on nostr, since I discovered the monero ...

2026-09-13T04:30:20Z

In reply to nevent1q…vztn
_________________________

Life has changed a lot on nostr, since I discovered the monero bros and sisters. Too much content rapidly 😂 , but it's nice to see. Let's go freaks.

Sent some.

2026-09-09T06:21:03Z

In reply to nevent1q…4knw
_________________________

Sent some.

I think the outbox modell does this, but not sure.

2026-09-09T06:16:01Z

In reply to nevent1q…ak57
_________________________

I think the outbox modell does this, but not sure.

This? https://youtu.be/mtUvq82WkDY

2026-09-08T19:57:33Z

In reply to nevent1q…eg3v
_________________________

This?

https://youtu.be/mtUvq82WkDY

Nostr event nevent1qqsqqqxsnw8agku67sz3wpd8u0tvrfut44saupe5nrfw623x79fj5lsp9dmhxue69uhksmmjw3hhqct5duhxxce0dehhxar4wgaxsmmjw3hhqct5duhxxce0vd5xzaqzyza775ynhk22s0ctjk2dlveffjeckh439yg9h6ah5w2c6nt3y2zeyqjee8n

2026-09-09T03:53:26Z

#Amethyst is cooking my pixel 8, #wisp doesn't.
#nostrtech

No it's not that, but it's not bad 😃 ...

2026-09-08T19:54:25Z

In reply to nevent1q…eg3v
_________________________

No it's not that, but it's not bad 😃

https://youtu.be/Nj1ozgVfKHE

Maybe it's fok julle naaiers, you have to log in to confirm ...

2026-09-08T19:44:50Z

In reply to nevent1q…eg3v
_________________________

Maybe it's fok julle naaiers, you have to log in to confirm your age...

Let's go freaks! 💥 https://youtu.be/8Uee_mcxvrw

2026-09-08T18:23:40Z

Let's go freaks! 💥

https://youtu.be/8Uee_mcxvrw

off they go

2026-09-08T11:34:07Z

In reply to nevent1q…qpju
_________________________

off they go

Nuclear Pulse — September 6, 2026 ⚛️ This week: The ...

2026-09-06T10:04:16Z

Nuclear Pulse — September 6, 2026 ⚛️

This week: The week's defining signal is diplomatic rather than technological: the IAEA brokered a localized ceasefire around the occupied Zaporizhzhia nuclear power plant so that external power lines can be repaired, ending a multi-week stretch during which the facility ran almost entirely on emergency diesel and triggered the most serious safety warnings since the open-conflict phase began (1), (2), (3), (4).

Full briefing: https://hortopato.cc/nuclearpulse/

Yes, configured as a blockclock.

2026-09-05T19:03:44Z

In reply to nevent1q…f3hv
_________________________

Yes, configured as a blockclock.

Sovereign stack - fullnode - avalon nano3s - 3 bitaxes - ...

2026-09-05T06:37:39Z

Sovereign stack

- fullnode

- avalon nano3s

- 3 bitaxes

- nerdqaxe++ hydro

After this intense summer heat, finally all are running.

Bro, you still using the primal blossom server, when you ...

2026-09-01T13:06:47Z

In reply to nevent1q…q3nu
_________________________

Bro, you still using the primal blossom server, when you vibecoding the shit out of ai? Why don't you spin up your own blossom server? Just asking.

Fokoff Ursa 🖕

2026-08-31T19:21:31Z

In reply to nevent1q…yclh
_________________________

Fokoff Ursa 🖕

Elég nagy az átfedés a Next - A kód sorozat és az Open-AI - ...

2026-08-31T11:45:19Z

Elég nagy az átfedés a Next - A kód sorozat és az Open-AI - Huggingface fiaskó között.

https://snitt.hu/filmek/next-a-kod

https://www.dwarkesh.com/p/openai-huggingface

Nuclear Pulse — August 30, 2026 ⚛️ This week: The week ...

2026-08-30T10:04:15Z

Nuclear Pulse — August 30, 2026 ⚛️

This week: The week crystallized two parallel tracks in the global nuclear story: a hard-power hardware track in which the US Army committed USD 2.2 billion to deploy microreactors at five domestic bases, a 20-foot containerized fission plant achieved criticality at Idaho National Laboratory 150 days from project start, and uranium spot prices pushed to seven-month highs (1), (2), (3), (4), (5), (6).

Full briefing: https://hortopato.cc/nuclearpulse/

Wow, thank you very much, I've never seen an llms.txt file ...

2026-08-25T11:41:11Z

In reply to nevent1q…72jp
_________________________

Wow, thank you very much, I've never seen an llms.txt file before! 😯

My project sites are now agent-ready 🛰️ Just rolled out full ...

2026-08-25T10:27:49Z

My project sites are now agent-ready 🛰️

Just rolled out full agent-readiness on both sites:

• hortopato.cc/wiki — research knowledge base
• hortopato.cc/nuclearpulse — weekly nuclear industry briefing

What changed (in short):

🔹 llms.txt on each domain — agents get a when-to-use guide instead of guessing

🔹 JSON-LD Organization + WebSite / NewsArticle schema — name, url, publisher, author with NIP-05 verified handle (henkypenky@huszonegy.world) + npub

🔹 Proper XML sitemaps — mkdocs auto-builds the wiki sitemap; nuclearpulse has its own with lastmod dates

🔹 Trust-anchor pages — about, contact, privacy on both sites (500+ chars each)

🔹 Vary: Accept, Accept-Encoding header — so CDNs don't cache-serve the wrong variant to an agent asking for markdown

🔹 Agent-friendly 404 with recovery links (llms.txt, sitemap, archive)

🔹 Markdown content negotiation — 131 .md files served alongside .html for the wiki (e.g. /wiki/summaries/tanulmanyok/about-openai.md)

If you're an agent and want to reach me, Nostr is the only contact channel. Profile URL on njump.me/npub1h0h4pyaajj5r7zu4jn0mx22vkw94avffzpd7hdarjkx56ufzskfqjrtf8e works.

---

A project oldalaim mostantól ügynökbarátok 🛰️

Frissítettem mindkét honlapot, hogy AI agent-ek könnyen használhassák:

• hortopato.cc/wiki — kutatási tudásbázis
• hortopato.cc/nuclearpulse — heti nukleáris iparági beszámoló

A legfontosabb változások:

🔹 llms.txt mindkét domain-en — az agent-ek „mikor használd" útmutatót kapnak, nem kell találgatniuk

🔹 JSON-LD Organization + WebSite / NewsArticle séma — name, url, publisher, author a NIP-05 verified handle-lel (henkypenky@huszonegy.world) + npub

🔹 Valódi XML sitemap-ek — a wiki sitemapját a mkdocs automatikusan generálja; a nuclearpulse-nak sajátja van lastmod dátumokkal

🔹 Trust-anchor oldalak — about, contact, privacy mindkét helyen (500+ karakter)

🔹 Vary: Accept, Accept-Encoding header — így a CDN-ek nem cache-ből szolgálják a rossz variánst egy markdown-t kérő agentnek

🔹 Agent-barát 404 recovery linkekkel (llms.txt, sitemap, archive)

🔹 Markdown content negotiation — a wiki-n 131 .md fájl is elérhető a .html-ek mellett (pl. /wiki/summaries/tanulmanyok/about-openai.md)

Ha agent vagy és kapcsolatba akarsz lépni velem, noszteren tudsz egyedül elérni. Az njump.me/npub1h0h4pyaajj5r7zu4jn0mx22vkw94avffzpd7hdarjkx56ufzskfqjrtf8e profile link működik.

#nostr #aiagents #agentreadiness #llmstxt

Nuclear Pulse — August 23, 2026 ⚛️ This week: Russia's ...

2026-08-23T10:03:01Z

Nuclear Pulse — August 23, 2026 ⚛️

This week: Russia's state nuclear corporation Rosatom committed to a 30 GW domestic capacity build-out alongside an export expansion push, locking in a multi-decade industrial posture (1). On the supply side, Ur-Energy shipped the first drummed yellowcake from its Lost Creek Wyoming project while Urenco USA broke ground on a $8 billion-plus enrichment expansion in New Mexico (2, 3).

Full briefing: https://hortopato.cc/nuclearpulse/

Egy nem közös átjátszón feltett kérdésre válaszoltam, de ...

2026-08-22T11:34:19Z

In reply to nevent1q…eyl0
_________________________

Egy nem közös átjátszón feltett kérdésre válaszoltam, de örülök, hogy reagáltál 😉

Nostr event nevent1qqsvw643uff27qv8n44dxdpkl4x7wvnkhhq44kqk5uvhdrh2c3lcv4qp9dmhxue69uhksmmjw3hhqct5duhxxce0dehhxar4wgaxsmmjw3hhqct5duhxxce0vd5xzaqzyza775ynhk22s0ctjk2dlveffjeckh439yg9h6ah5w2c6nt3y2zeyphv28y

2026-08-22T05:58:10Z

Hungarian

Thanks

2026-08-19T18:49:25Z

In reply to nevent1q…dhzv
_________________________

Thanks

Is there a possibility to swap to an external wallet address?

2026-08-19T08:24:14Z

In reply to nevent1q…jnx2
_________________________

Is there a possibility to swap to an external wallet address?

Nuclear Pulse — August 16, 2026 ⚛️ This week: The week ...

2026-08-16T10:05:51Z

Nuclear Pulse — August 16, 2026 ⚛️

This week: The week pivoted on a coordinated push by Asian, European, and North American governments to reframe nuclear as strategic infrastructure rather than optional baseload. India notified draft rules to open the sector to private capital and to channel SHANTI Act insurance and operator-liability provisions toward domestic and Russian small modular reactor vendors (1)(2)(3).

Full briefing: https://hortopato.cc/nuclearpulse/

#asknostr Can we swap in @nprofile…2xhz ?

2026-08-14T07:14:26Z

#asknostr

Can we swap in ZEUS (nprofile…2xhz) ?

Are the swap services active?

2026-08-14T03:49:36Z

In reply to nevent1q…d50l
_________________________

Are the swap services active?

Nuclear Pulse — August 9, 2026 ⚛️ This week: The week ...

2026-08-09T10:02:53Z

Nuclear Pulse — August 9, 2026 ⚛️

This week: The week belonged to America's Reactor Pilot Program. Oklo's Groves Isotope Test Reactor achieved first criticality at Idaho National Laboratory in under a year, while the Department of Energy cleared Deep Fission's underground reactor concept on the safety design track one day later, two concrete signals that the Executive Order pathway the administration opened in 2025 is now producing hardware rather than paper.

Full briefing: https://hortopato.cc/nuclearpulse/

Clankers weekly nuclear digest. If you're interested in ...

2026-08-09T18:06:15Z

Clankers weekly nuclear digest. If you're interested in nuclear energy, this is your ultimate information source! Check it and share, thx!

quoting
naddr1qq…ymw7

Nuclear Pulse — August 9, 2026

Covering: August 2–9, 2026 | Published: August 9, 2026

Summary

The week belonged to America's Reactor Pilot Program. Oklo's Groves Isotope Test Reactor achieved first criticality at Idaho National Laboratory in under a year, while the Department of Energy cleared Deep Fission's underground reactor concept on the safety design track one day later, two concrete signals that the Executive Order pathway the administration opened in 2025 is now producing hardware rather than paper. Westinghouse and Amentum tightened their AP1000/AP300 partnership, X-energy locked in HALEU supply with Centrus, and Newcleo formally entered US licensing for a domestic MOX plant, moves that collectively redraw the front end of the American fuel cycle inside a single week. Europe caught the opposite mood: the Danube hit record lows, Romania barged sand to keep Cernavoda cooled, Hungary held Paks to reduced output, and France reconnected Golfech 2 after a heat-induced shutdown, an operational reminder that baseload decarbonization collides with hydrology when rivers fall. India, in contrast, accelerated, with parliament pressing for faster uranium mining and fuel-cycle investment, while the Philippines signed an MoU with Korea Hydro & Nuclear Power to study nuclear deployment.

Geopolitical & Strategic Analysis

The week's signal is the convergence of two strategic logics. In Washington, the Executive Order track for advanced reactors, the bipartisan Kelly-Lummis bill on fuel-cycle modernization, and the private-sector rush to lock in HALEU and MOX capacity are all expressions of the same underlying bet: that energy security in an AI-power era is decided by who controls enrichment, conversion, and recycling, not by who controls gas pipelines. The Russian commentary framing American AI as dependent on Russian uranium reads as defensive, not declarative, because the contracts being signed this week (X-energy/Centrus, Newcleo/NRC, Westinghouse/Amentum, Curio/NuScale/Framatome) are exactly the kind that break that dependency at the front end. Newcleo's US MOX licensing move is the most geopolitically loaded of the set: mixed-oxide fuel fabrication is the choke point that historically kept European and Japanese reactors tied to Russian reprocessing supply chains, and bringing it onshore is a quiet sovereignty play as much as a commercial one.

In the Global South, the picture is fragmented but trending toward nuclear incumbency. India's parliamentary push for uranium projects, the Ethiopia/Rosatom civil program announcement, and the Philippine pivot to KHNP all point to a world where mid-sized economies want at least one nuclear option for baseload, and they want it under sovereign control rather than under a single supplier. The Romanian bid for 300 tonnes of Niger uranium and the SightLine/ANS reporting on undeclared Congolese uranium hitchhiking on cobalt exports are the supply-side counterpart: African uranium is back in strategic circulation, and the question of who brokers, transports, and finances it is being rewritten.

Regional Developments

North America. The US Reactor Pilot Program produced two first-of-a-kind milestones within a week: Oklo's Groves test reactor reached first criticality at INL on August 6, and Deep Fission received DOE safety design approval for its underground reactor concept one day later, both covered by Bloomberg, World Nuclear News, and the American Nuclear Society. Senators Kelly and Lummis introduced a bipartisan bill to modernize the nuclear fuel supply chain, while DOE marked the first anniversary of its 2025 Executive Orders by declaring the US "nuclear renaissance in full swing." State-level activity spread across Arkansas (six sites identified for feasibility), Nebraska and Minnesota (microreactor legislation), Idaho (Atomic City reactor testing hub), and Tennessee (nuclear campus planning), suggesting the program is no longer concentrated at the federal level. Paducah celebrated a $1.5 billion enrichment-related facility with Governor Beshear, Jake Paul, and federal officials in attendance. Canada launched a national Nuclear Energy Strategy focused on doubling uranium exports by 2035, drawing both domestic SMR enthusiasm and outside critique that it cedes reactor and enrichment independence to foreign suppliers.

Europe. Climate and water dominated the headlines. Record-low Danube levels threatened Hungary's Paks plant, forcing reduced output, while Romania rushed to sink four loaded barges in the river to keep Cernavoda's cooling water intake above operational thresholds. EDF reconnected Golfech 2 after a heat-related shutdown, and The Independent framed the broader pattern as a systemic threat to Europe's "nuclear-powered future." France-headquartered Newcleo took a parallel step toward the US, formally engaging the NRC on a planned MOX plant. The UK's Curio signed an MoU with NuScale and Framatome on used-fuel recycling, signaling that the European advanced-reactor ecosystem is starting to converge with American fuel-cycle work rather than diverge from it.

Asia. Japan's Kansai Electric scrammed the Oi-4 reactor after an alarm, a routine but visible reminder that the Japanese fleet remains an active, high-cycle operating regime rather than a restart story. India's parliamentary committee stressed the urgency of expanding domestic uranium mining and accelerating strategic reserves, a signal that New Delhi is moving from a buyer posture to a producer posture. The Philippines' AboitizPower signed an MoU with Korea Hydro & Nuclear Power to study nuclear deployment, marking Manila's most concrete step yet toward the technology.

Middle East & Africa. Ethiopia framed its civil nuclear program with Rosatom and the NRC, an unusual three-way reference that hints at regulatory coordination across blocs. The Africa Report and Informat.ro reported that Romania's Nuclearelectrica is negotiating to buy 300 tonnes of uranium currently held in Niamey, with Türkiye Today covering the same stockpile, evidence of active African-European supply corridors. SightLine U3O8 and ANS separately reported that the Democratic Republic of Congo is investigating how roughly 5,000 tonnes of uranium leaked into cobalt exports without declaration, a non-proliferation footnote that may yet become a structural issue.

Technology & Innovation

Two pieces of licensing news stand out. Westinghouse and Amentum signed a series of agreements covering fleet-scale AP1000 deployment and joint regulatory work on the AP300 small modular reactor, formalizing the kind of construction-services backbone that determines whether SMR projects move from announcement to pour. X-energy and Centrus signed a HALEU supply agreement targeting the Xe-100 high-temperature gas-cooled reactor, a concrete step on the high-assay enrichment bottleneck that has held advanced reactors back since the 2023 Russian LEU/HALEU export ban reshaped Western supply. Deep Fission's DOE safety design approval for its gravity-driven underground concept indicates the administration is willing to license novel geometries, not just novel coolants. DOE's fifth Advanced Reactor Demonstration Project criticality, also this week, shows the demonstration cohort is now in steady-state delivery rather than pilot churn.

Fusion Research

Fusion-specific news was thin this week, with most private and public effort focused on fission milestones, fuel-cycle licensing, and grid integration. The pattern itself is informative: in a week where Oklo, Deep Fission, and the Reactor Pilot Program dominated headlines, fusion has receded from the front page as a near-term commercial story, even though companies like Commonwealth Fusion Systems, Helion, and TAE continue work in the background. The DOE's decision this week to keep advanced-reactor bandwidth on fission suggests fusion remains a 2030s program rather than a 2020s grid contender, at least in the US federal posture.

Market & Economic Intelligence

The uranium price picture is dominated by Cameco's reported realized price of US$66 per pound in Q1 2026, the most recent hard data point in coverage, with the broader analyst range sitting in the mid-$80s and contract prices reportedly reaching $90/lb on AI-driven utility undercontracting. Eagle Nuclear Energy's addition to the Solactive Global Uranium & Nuclear Components Index, followed by Terra Innovatum, signals continued passive-fund inflows into the uranium complex. The Curio/NuScale/Framatome MoU and the Westinghouse/Amentum agreements add a recycling- and construction-services layer to the market thesis that previously rested almost entirely on miners and converters, broadening the equity surface area for investors. The DRC uranium-cobalt story, if substantiated, would tighten near-term supply expectations on African-origin uranium, while the Romanian-Niger deal, if closed, would do the opposite by putting 300 tonnes back into circulation.

Sources

World Nuclear News, "US test reactors achieve milestones" (August 6, 2026)

World Nuclear News, "Newcleo sets out plan for licensing of US MOX plant" (August 7, 2026)

World Nuclear News, "X-energy and Centrus sign HALEU supply agreement" (August 6, 2026)

World Nuclear News, "Westinghouse and Amentum sign AP1000/AP300 collaboration agreements" (August 4, 2026)

World Nuclear News, "KHNP, AboitizPower to cooperate on nuclear energy" (August 5, 2026)

World Nuclear News, "Indian parliamentarians stress urgency for uranium projects" (August 7, 2026)

World Nuclear News, "US collaboration to study used nuclear fuel recycling" (August 7, 2026)

Bloomberg, "US Says Oklo's Small Nuclear Reactor Reaches 'Criticality'" (August 6, 2026)

Reuters, "Hungary expects Danube to rise but nuclear plant still facing output curbs" (August 7, 2026)

AP News, "Romania rushes to sink 4 barges in the Danube to keep a nuclear power plant's second reactor…" (August 6, 2026)

The Independent, "Drought and scorching heatwaves threaten Europe's vision of a nuclear-powered future" (August 8, 2026)

CBS News, "Record-low Danube River levels put Hungary's only nuclear plant on brink of shutting down" (August 5, 2026)

The Japan Times, "Reactor at Kansai Electric's Oi plant stops after alarm" (August 9, 2026)

American Nuclear Society, "Oklo's Isotope Test Reactor achieves criticality" (August 7, 2026)

American Nuclear Society, "Undeclared uranium hitches a ride on cobalt exports from Congo, study says" (August 7, 2026)

The Africa Report, "Exclusive: Niger uranium stockpile attracts interest from Romanian company" (August 6, 2026)

Türkiye Today, "Romanian nuclear firm seeks 300 tons of Niger uranium held in Niamey" (August 8, 2026)

SightLine U3O8, "Kelly, Lummis Introduce Bipartisan Bill to Modernize America's Nuclear Fuel Supply Chain" (August 7, 2026)

SightLine U3O8, "DRC probes how 5,000 tonnes of uranium 'leaked' into cobalt exports" (August 7, 2026)

Investing News Network, "Eagle Nuclear Added to Solactive Global Uranium Index" (August 5, 2026)

The Deep Dive, "Cameco Sees Realized Uranium Prices Climb to US$66 a Pound in Q1" (May 2026, latest hard data point)

Korea Economic Institute, "The U.S.-Saudi Nuclear Deal Is a Test Case for South Korean Uranium Enrichment" (August 3, 2026)

The New York Times, "Critics of the U.S.-Saudi Nuclear Deal Have It Exactly Wrong" (August 6, 2026)

EnergyNow, "Government of Canada Launches Nuclear Energy Strategy" (August 4, 2026)

Department of Energy, "One Year After Executive Orders, U.S. Nuclear Energy Renaissance Is in Full Swing" (August 4, 2026)

I had a succesful trade today.

2026-08-05T19:13:46Z

In reply to nevent1q…lmxy
_________________________

I had a succesful trade today.