JP Morgan reported in April 2025 on how the U.S. is positioned in the global nuclear sector:
• During President Trump’s first term, support for nuclear energy was part of a broader strategy to boost domestic energy production, reduce regulatory burdens, and maintain the U.S.’s leadership in nuclear technology,
• Key areas of potential support in his second term may include further efforts to streamline regulatory processes, policies aimed at boosting domestic uranium mining and recovery, and measures to support the economic viability of existing nuclear plants,
• Chris Wright, President Trump’s pick for Secretary of Energy, has expressed support for nuclear power as part of expanding domestic energy production, indicating that the administration is likely to provide financial and regulatory support for emerging nuclear technologies.
U.S. SUPPORT FOR DOMESTIC NUCLEAR DEVELOPMENT
Rival nations currently outpace U.S. on nuclear buildout, underscoring urgency for action. In response to the ongoing challenges with traditional nuclear
fission, new advanced fission technologies have emerged…but will not be avaiable unti 2028 or later.
There are ~80 SMR concepts currently under development and they all utilize the core physics of splitting atoms in order to generate heat, and are therefore best defined by their cooling/moderation mechanisms … and there are a few key players that have dominated each sector of advanced
fission technology development.
EMERGING LEADERS IN ADVANCED FISSION TECHNOLOGY DEVELOPMENT
Recent announcements in the nuclear SMR space have been driven by Big Tech, as they continue to seek a carbon free solution for data center demand. In addition to discrete projects, dozens of MOUs have been signed globally for the development of SMRs technology across the top players. Although public estimates vary, but they don’t expect to see meaningful SMR deployments until the 2030s.
Spent nuclear fuel, often called “nuclear waste,” is produced during the nuclear fission process in reactors.
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