Five entities spanning Kazakhstan's uranium mines, Russia's enrichment cascades, and next-generation reactor designs determine nuclear energy security, commodity prices, and proliferation risk.
Nuclear reactors up to 300 MWe per module, factory-built for speed; the United States, United Kingdom, and China are racing to commercial operation as AI data centres create demand.
full dossier ›Data-center developers and European utilities lock in small modular reactors years before first concrete, betting on factory-built nuclear to feed compute and grids