Issue 21 out now · Sep 24, 2026

The week in nuclear,
from Oak Ridge to Onagawa.

NRC proceedings, project milestones, contract awards, and the global signals behind them, written for people selling into the buildout.

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ENTELThis week in nuclear

NRC finds no added hazard in Palisades' fuel fix

The finding clears a procedural hurdle; Holtec must still retrieve the tilted fuel assembly with an untested custom tool before Palisades can restart.

In this issue

›Holtec clears an NRC hazard review of its tipped Palisades fuel assembly
›Urenco brings a sixth enrichment cascade online in New Mexico
›NASA and DOE sign a framework for nuclear-powered spaceflight

Market signal	Last	Week
Cost of capitalUS 10-year Treasury	5.19%	−1.6%
Nuclear sectorNUKZ ETF	$58.42	−5.4%
UraniumSRUUF, physical uranium trust	$18.22	−6.0%
DevelopersOKLO, SMR, NNE equal weight		−21.3%

In context: The developers took this week's damage. A hot September inflation report pressured the whole market, and NuScale, still carrying UBS's Sell downgrade, led the OKLO, SMR and NNE basket down 21% on the week. Capital barely moved and the uranium trust fell 6%.

Sources: Yahoo Finance, closes through October 14.

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Draws on NRC dockets, DOE announcements, IAEA reports, and primary wire services.

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94 reactors running. Watch the next ones arrive.

The operating US fleet, plus every new advanced reactor coming online since 2026. Hover any site, switch to the timeline, click through to the source.

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Map of the operating US nuclear fleet plus 2026 new-build reactors

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Also live · UF₆ fuel.jrand.net. The fuel cycle's narrowest chokepoint: five plants in the West, one in Russia, one in China. Capacity against demand, live. To become reactor fuel, uranium first has to be turned into a gas (UF₆) so it can be enriched, and that conversion step is the squeeze. Open fuel.jrand.net →

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The week's nuclear news, filtered to what moved and what it means. Enough to walk into Friday's meeting current, without the rabbit holes.

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A Chinese SMR milestone, and what it does to your quote

When oil moves, when a Chinese SMR hits a milestone, when the EU shifts policy, ENTEL ties those signals back to your work.

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The week in nuclear,from Oak Ridge to Onagawa.

A brief worth opening.

94 reactors running. Watch the next ones arrive.

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Built for the industry, not about it.

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The week in nuclear,
from Oak Ridge to Onagawa.