DOE Goes Long SMRs, Iceberg Shorts NuScale, TerraPower Passes Another NRC Hurdle
In SMR Intelligence Update #4, we detail the latest entrant into the SMR market, & other key developments in the hottest sector in the power business.
As I noted in my last piece, 2025 was a critical year for the domestic nuclear sector. And the frothiest part of the nuclear sector is, without a doubt, the SMR business. In SMR Intelligence Update #4, we discuss the newest entrant in the SMR race, updates to SMR Intelligence US, the surging amounts of capital going into SMRs, why short sellers continue targeting NuScale, and TerraPower’s latest regulatory win.
Let’s take a look.
