US regulator approves TerraPower's first nuclear reactor construction

The US Nuclear Regulatory Commission has granted TerraPower permission to begin building its innovative sodium-cooled nuclear reactor in Kemmerer, Wyoming. Backed by Bill Gates, the Natrium project marks the first such approval in nearly a decade and aims to integrate energy storage for better compatibility with renewables. Construction is expected to wrap up by 2030, though an operating license remains pending.

On March 4, 2026, the US Nuclear Regulatory Commission (NRC) issued its first construction permit for a nuclear reactor in almost a decade, allowing TerraPower to start work on a site in Kemmerer, Wyoming. The company, founded and financially supported by Bill Gates, is developing the Natrium reactor in partnership with GE Hitachi Nuclear Energy as part of the Department of Energy's Advanced Reactor Demonstration Program.

The Natrium design features liquid sodium cooling, which keeps the coolant liquid without the high-pressure challenges of traditional water-cooled reactors. However, sodium's reactivity with air or water poses potential risks. As a fast-neutron reactor, it can process certain isotopes that might otherwise become radioactive waste. The plant's capacity is 345 megawatts, smaller than typical one-gigawatt facilities, and includes salt-based thermal storage to hold heat for later electricity generation. This setup enables temporary output up to 500 megawatts and supports operation alongside variable renewable energy sources.

TerraPower selected the Kemmerer site in 2021 and submitted its application in early 2024, just before the ADVANCE Act passed in June 2024 to streamline nuclear approvals. The NRC completed its review nearly 10 months ahead of schedule. Globally, only about 25 significant sodium-cooled reactors have been built, with the US last constructing one in the 1960s and operating one in the 1990s.

The project, a public-private partnership, is projected to cost at least $4 billion and finish by 2030, though delays are anticipated for this first-of-its-kind build. It arrives too late for the near-term surge in data center power needs driven by AI. An operating license is still required, and while the current administration favors simplifying such processes, the timeline may extend into the next one.

Advocates highlight nuclear power's role in providing low-carbon energy without the emissions of coal or gas plants, especially amid rising demands from technology infrastructure. Critics, however, emphasize safety concerns and challenges in managing nuclear waste, questioning the net environmental benefits.

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The Pentagon and the Department of Energy flew an unfueled, 5-megawatt microreactor built by California startup Valar Atomics on a C-17 from March Air Reserve Base in California to Hill Air Force Base in Utah on Feb. 15, 2026, in what officials described as the first such airlift aimed at speeding deployment of portable nuclear power for military and civilian use.

Following the US Nuclear Regulatory Commission's approval for TerraPower's Natrium small modular reactor (SMR) in Wyoming, SK Innovation and Korea Hydro & Nuclear Power (KHNP) are expanding their collaboration on the project, leveraging their investments and expertise to build an SMR ecosystem for industrial applications like data centers.

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The Trump administration has announced a partnership with Valar Atomics to test its small-scale nuclear reactor for government use. On February 15, the reactor was transported from California to Utah's Hill Air Force Base. This move aligns with efforts to advance nuclear energy for national defense and innovation.

Data center developers in Utah and elsewhere have requested exemptions from federal pollution regulations to meet the surging energy demands of artificial intelligence infrastructure. Companies like Novva and Thunderhead argued that such relief is essential for national security amid competition with China. Although the requests highlight the industry's challenges, none appear to have been granted for these projects.

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Climate Minister Kim Sung-whan announced on January 26 that South Korea will construct two new nuclear reactors by 2038 at the latest, reflecting public support amid growing demand for clean energy. This is part of the 12th basic plan for electricity supply and demand covering 2026-2040, continuing the previous administration's initiative to address climate change through carbon emission reductions.

Kävlinge's municipal council has approved a letter of intent to investigate new nuclear power in Barsebäck, despite opposition criticism of hasty decisions. The Moderates announced the news in advance, frustrating smaller parties. The background involves a previously decommissioned facility with unique conditions for rebuilding.

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Lu Tiezhong, chairman of China National Nuclear Power Co (CNNP), has proposed steady development of nuclear power to meet the surging energy demands of the AI industry and accelerate the construction of a modern energy system. In his submissions to the National Committee of the Chinese People's Political Consultative Conference this year, he highlighted that global tech giants are increasingly turning to nuclear energy to address high-energy consumption challenges from AI computing. As a stable, reliable, and zero-carbon baseload energy source, nuclear power is positioned to support high-load, nonstop facilities like AI data centers.

 

 

 

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