{"id":963028,"date":"2026-05-14T12:37:17","date_gmt":"2026-05-14T16:37:17","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country\/"},"modified":"2026-05-14T12:37:17","modified_gmt":"2026-05-14T16:37:17","slug":"the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country\/","title":{"rendered":"The U.S. Fuel Cycle Just Became a Strategic Conversation: Aurora Lands as the Largest Indicated Uranium Asset in the Country"},"content":{"rendered":"<div class=\"mw_release\">\n<p align=\"left\">\n        <em>Issued on behalf of Eagle Nuclear Energy Corp.<\/em>\n      <\/p>\n<p align=\"left\">\n        <em>Pre-Feasibility workstream commences at Aurora as enrichment capacity, royalty platforms, and policy infrastructure align around a domestic nuclear fuel supply chain<\/em>\n      <\/p>\n<p align=\"left\">NEW YORK, May  14, 2026  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=48F4vvvFpHmA8p-CdDYzb4WuBXWyJpuhL1Ksga0BcicjuDJlVM2efOhM3y6EijzbIocwmfQgnp8lK_DkXzG5JE1kihZob4I4gJFNYKrlGRcpSxFVFpUq7XR_vDaaByW_\" rel=\"nofollow\" target=\"_blank\">American News Group<\/a> News Commentary \u2014 The conversation around the U.S. nuclear fuel cycle has changed character through the first half of 2026. For years, the discussion was largely about the headline reactor fleet \u2014 how many reactors the United States was operating, how many new ones it might build, how the regulatory framework around the next deployment cycle would be structured. The fuel cycle itself \u2014 the upstream pipeline that produces, converts, enriches, and delivers the uranium that fuels every one of those reactors \u2014 was treated as an industrial assumption. That has changed. With domestic uranium production representing only a small fraction of consumption, with conversion and enrichment capacity concentrated in a small number of overseas suppliers, and with the policy framework around critical minerals and defense-related supply chains tightening across both Canada and the United States, the upstream fuel cycle has become one of the more closely watched strategic conversations in the broader nuclear sector.<\/p>\n<p align=\"left\">The United States imports approximately 95% of the uranium it consumes \u2014 roughly 50 million pounds per year \u2014 and operates the world\u2019s largest reactor fleet at a moment when the AI-driven load growth, the broader electrification trajectory, and the federal directives mandating new deployment timelines are all moving the demand curve in the same direction.[1] As of May 1, 2026, the spot uranium price stood at approximately $86.55 per pound, up 24% over the trailing twelve months.[2]<\/p>\n<p align=\"left\">Against that backdrop, Eagle Nuclear Energy Corp.\u00a0(NASDAQ: NUCL) has continued to advance its rights to the largest conventional, measured and indicated uranium deposit in the United States: the Aurora Uranium Project along the Oregon\u2013Nevada border, hosting 32.75 million pounds of indicated and 4.98 million pounds of inferred uranium resource under the SK-1300 TRS reporting standard.[1] The adjacent Cordex deposit is positioned as offering significant potential to expand the project\u2019s overall resource inventory beyond Aurora\u2019s current base.[3]<\/p>\n<p align=\"left\">The April\u2013May 2026 corporate sequence describes a measured, sequenced approach to advancing the asset toward a Pre-Feasibility Study (\u201cPFS\u201d). On April 1, 2026, Eagle announced its plans to conduct a 27,000-foot, 47-hole drill program at Aurora, designed by resource consultants BBA USA Inc.\u00a0to address data gaps identified through a Gap Analysis study.[4] On April 9, the Company signed a Drilling Services Agreement with Harris Exploration Drilling &amp; Associates Inc., engaging up to three track-mounted core drill rigs.[5] On May 5, 2026, Eagle announced the commencement of environmental baseline studies in advance of the drill program \u2014 the upstream regulatory workstream that supports the federal and state permitting interface for U.S. uranium development.[3]<\/p>\n<p align=\"left\">The drill program is scheduled to commence in early July 2026 using two to three rigs over an estimated three- to four-month period, with the PFS targeted for the second half of 2027.[2][3] Permitting is being led by SLR International Corporation, which Eagle selected on March 18, 2026 \u2014 bringing experience navigating the federal and state permitting process for U.S. uranium projects.[6] On March 10, 2026, Eagle joined the Uranium Producers of America, aligning the Company with the broader U.S. domestic uranium policy conversation.[6]<\/p>\n<p align=\"left\">The Company\u2019s stated long-term strategy combines its domestic uranium asset base with exclusive Small Modular Reactor (SMR) technology \u2014an integrated nuclear energy platform strategy that positions Eagle on both the fuel and reactor sides of the broader nuclear renaissance.[3] On April 15, 2026, The Company provided its first quarter 2026 corporate update and financial results following its February 2026 Nasdaq listing under the ticker symbol NUCL. with Spring Valley Acquisition Corp.\u00a0II.[7]<\/p>\n<p align=\"left\">The broader U.S. fuel cycle environment has continued to deliver corporate developments and policy signals that frame the strategic moment Eagle is operating in.<\/p>\n<p align=\"left\">\n        <strong>Centrus Energy Corp.\u00a0(NYSE: LEU)<\/strong> has continued to expand its position as the only U.S. company currently enriching high-assay low-enriched uranium (HALEU) at commercial scale. The Company reported FY2025 revenue of approximately $448.7 million, with a $3.8 billion total backlog extending to 2040 and a $900 million U.S. Department of Energy HALEU production task order \u2014 anchoring its strategic position at the enrichment layer of the fuel cycle.[8] Centrus has signed agreements with multiple advanced reactor developers \u2014 including TerraPower, X-Energy, and Oklo \u2014 to support the availability of HALEU as the SMR and microreactor deployment pipeline matures.[8] CEO Amir Vexler has framed the Company as uniquely positioned to meet the commercial and national security market needs of the broader U.S. nuclear sector.[2]<\/p>\n<p align=\"left\">\n        <strong>Ur-Energy Inc.\u00a0(NYSE American: URG)<\/strong> has continued to operate its Lost Creek in-situ recovery uranium operation in Wyoming and advance its development-stage Shirley Basin project. As one of the few in-production U.S. uranium producers, Ur-Energy provides a useful current-cash-flow reference point on the U.S. ISR uranium production base that the broader Western uranium market relies on for near-term supply.<\/p>\n<p align=\"left\">\n        <strong>NexGen Energy Ltd.\u00a0(NYSE: NXE) (TSX: NXE)<\/strong> has continued to advance the Rook I Project in Saskatchewan\u2019s Athabasca Basin \u2014 one of the largest and highest-grade undeveloped uranium projects in the world. The Company\u2019s permitting workstream, financing pathway, and operational planning around Rook I have made it one of the most closely watched senior-developer names in the broader uranium sector, with the project positioned to come online in the late 2020s and contribute meaningful new supply into a structural shortage environment.<\/p>\n<p align=\"left\">\n        <strong>Uranium Royalty Corp.\u00a0(NASDAQ: UROY) (TSX: URC)<\/strong> holds a diversified portfolio of uranium royalty interests and physical uranium holdings, providing exposure to the broader uranium price environment across multiple operating jurisdictions. The royalty model provides a useful complement to the production-stage and development-stage exposure represented by the senior miners \u2014 and the Company\u2019s positioning has continued to draw attention as the uranium price environment has tightened.<\/p>\n<p align=\"left\">For Eagle Nuclear Energy, the fuel cycle context is the strategic backdrop against which Aurora\u2019s PFS workstream advances. The Company has positioned the asset within an integrated nuclear platform strategy that combines domestic conventional uranium resources with SMR technology, in a policy environment that has tightened around critical-minerals supply chains and a price environment that has firmed materially over the trailing twelve months. The 27,000-foot drill program at Aurora \u2014 scheduled to commence in early July 2026 \u2014 represents the first major operational milestone in the PFS calendar, with environmental baseline studies, permitting advancement led by SLR, and resource modelling by BBA all running in parallel. The PFS itself is targeted for the second half of 2027.<\/p>\n<p align=\"left\">The remaining quarters of 2026 will be defined by drill progress, baseline study completion, and the regulatory interface \u2014 the operational sequence that will determine the pace at which Aurora advances through the U.S. domestic fuel cycle development pipeline.<\/p>\n<p align=\"left\">\n        <em>Read more about Eagle Nuclear Energy Corp.\u00a0at: <\/em><br \/>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=sHJTK8msJ6-vSeO_SQua09Wd6BGjueBYi3_3vlQn1kLwGQZo1N0Uv4Yz6TI00A5Ny7BnTcsAROTp6z2Dry0eXxeeLcOv9FYnhUpa7W03gr2G5R9rUsvei7uGIbMfgfds\" rel=\"nofollow\" target=\"_blank\">USANewsgroup.com\/nucl-profile<\/a>\n      <\/p>\n<p align=\"left\">\n        <strong>CONTACT:<\/strong>\n      <\/p>\n<p align=\"left\">American News Group <br \/>editor@americannewsgroup.com <br \/>(604) 265-2873<\/p>\n<p align=\"left\">\n        <strong>SOURCES:<\/strong>\n      <\/p>\n<ol style=\"list-style-type:decimal\">\n<li style=\"margin-top:1.8pt;margin-bottom:1.8pt;text-align:left\">Equity-Insider.com \u2014 \u201cThe U.S. Imports 95% of Its Uranium. One Nasdaq-Listed Newcomer is the Largest Conventional Deposit in the Country,\u201d GlobeNewswire, April 16, 2026, https:\/\/www.globenewswire.com\/news-release\/2026\/04\/16\/3275617\/0\/en\/The-U-S-Imports-95-of-Its-Uranium-One-Nasdaq-Listed-Newcomer-is-the-Largest-Conventional-Deposit-in-the-Country.html<\/li>\n<li style=\"margin-top:1.8pt;margin-bottom:1.8pt;text-align:left\">GlobeNewswire \u2014 \u201cDomestic Uranium Development Update: Eagle Nuclear Energy (NASDAQ: NUCL) Initiates Pre-Drill Environmental Baseline Studies at Aurora Project,\u201d May 6, 2026, https:\/\/www.globenewswire.com\/news-release\/2026\/05\/06\/3289153\/0\/en\/Domestic-Uranium-Development-Update-Eagle-Nuclear-Energy-NASDAQ-NUCL-Initiates-Pre-Drill-Environmental-Baseline-Studies-at-Aurora-Project.html<\/li>\n<li style=\"margin-top:1.8pt;margin-bottom:1.8pt;text-align:left\">Eagle Nuclear Energy Corp.\u00a0\u2014 \u201cEagle Nuclear Energy Announces Commencement of Environmental Baseline Studies in Advance of PFS-Related Drill Program at Aurora,\u201d GlobeNewswire, May 5, 2026.<\/li>\n<li style=\"margin-top:1.8pt;margin-bottom:1.8pt;text-align:left\">Eagle Nuclear Energy Corp.\u00a0\u2014 \u201cEagle Nuclear Energy Announces Plans to Conduct a 27,000 Ft Drill Program To Advance Aurora Toward a Pre-Feasibility Study,\u201d April 1, 2026.<\/li>\n<li style=\"margin-top:1.8pt;margin-bottom:1.8pt;text-align:left\">Eagle Nuclear Energy Corp.\u00a0\u2014 \u201cEagle Nuclear Energy Engages Drilling Company And Files Permit Applications For PFS-Related Drill Program at Aurora,\u201d April 9, 2026.<\/li>\n<li style=\"margin-top:1.8pt;margin-bottom:1.8pt;text-align:left\">Eagle Nuclear Energy Corp.\u00a0\u2014 \u201cEagle Nuclear Energy Selects SLR International Corporation to Lead the Permitting Effort at Aurora Uranium Project,\u201d March 18, 2026; \u201cEagle Nuclear Energy Joins Uranium Producers of America,\u201d March 10, 2026.<\/li>\n<li style=\"margin-top:1.8pt;margin-bottom:1.8pt;text-align:left\">Eagle Nuclear Energy Corp.\u00a0\u2014 \u201cEagle Nuclear Energy Provides First Quarter 2026 Corporate Update,\u201d April 15, 2026.<\/li>\n<li style=\"margin-top:1.8pt;margin-bottom:1.8pt;text-align:left\">24\/7 Wall St.\u00a0\u2014 \u201cOklo, Nano Nuclear, Centrus, NuScale Surge as White House Space Nuclear Mandate Electrifies the Sector,\u201d April 16, 2026; Wikipedia \u2014 Centrus Energy company profile.<\/li>\n<\/ol>\n<p align=\"left\">\n        <strong>DISCLAIMER:<\/strong>\n      <\/p>\n<p align=\"left\">Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a digital media distribution and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. American News Group is a wholly-owned subsidiary of Market IQ Media Group, Inc.\u00a0(\u201cMIQ\u201d). This article is being distributed by American News Group on behalf of MIQ. MIQ has been paid a fee by Creative Direct Marketing Group (\u201cCDMG\u201d) for Eagle Nuclear Energy Corp.\u00a0advertising and digital media. MIQ does not currently own shares of Eagle Nuclear Energy Corp., but reserves the right to buy and sell shares of Eagle Nuclear Energy Corp.\u00a0at any time without any further notice commencing immediately and ongoing. There may also be 3rd parties who may have shares of Eagle Nuclear Energy Corp.\u00a0and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, has been reviewed and approved on behalf of Eagle Nuclear Energy Corp.\u00a0by CDMG.<\/p>\n<p align=\"left\">\n        <strong>Cautionary Note Regarding Forward-Looking Statements:<\/strong>\n      <\/p>\n<p align=\"left\">Certain statements included in this commentary are not historical facts but are forward-looking statements. All statements other than statements of historical facts contained in this commentary \u2014 including statements regarding Eagle Nuclear Energy Corp.\u2019s drill program schedule, environmental baseline studies, permitting timelines, PFS targets, resource expansion potential, anticipated nuclear energy market demand, U.S. domestic uranium supply chain dynamics, and integrated SMR platform development \u2014 are forward-looking statements. Forward-looking statements involve known and unknown risks, uncertainties, and other factors, many of which are beyond the Company\u2019s control, and which could cause actual results to differ materially from those expressed or implied in the forward-looking statements. Risks include, without limitation: risks related to the business combination with Spring Valley Acquisition Corp.\u00a0II completed February 24, 2026 and matters disclosed in the Company\u2019s registration statement on Form S-1 originally filed with the SEC on March 19, 2026 and any amendments or supplements thereto; risks related to permitting and regulatory approvals; risks related to drilling results and resource expansion; market and commodity price volatility; legal and listing risks; and other operational and financial risks. Readers are cautioned not to place undue reliance on forward-looking statements. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Always consult a licensed investment professional before making any investment decision. Investing in securities carries a high degree of risk; you may likely lose some or all of the investment.<\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTcyMDIzMSM3NjAyMzQ3IzUwMDE2MTk3Mw==\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/ZjVjZDEwOWUtYmM4Mi00OWIwLWIwNGUtNWFlYWMzNDJlYTA4LTUwMDE2MTk3My0yMDI2LTA1LTE0LWVu\/tiny\/American-News-Group.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Issued on behalf of Eagle Nuclear Energy Corp. Pre-Feasibility workstream commences at Aurora as enrichment capacity, royalty platforms, and policy infrastructure align around a domestic nuclear fuel supply chain NEW YORK, May 14, 2026 (GLOBE NEWSWIRE) &#8212; American News Group News Commentary \u2014 The conversation around the U.S. nuclear fuel cycle has changed character through the first half of 2026. For years, the discussion was largely about the headline reactor fleet \u2014 how many reactors the United States was operating, how many new ones it might build, how the regulatory framework around the next deployment cycle would be structured. The fuel cycle itself \u2014 the upstream pipeline that produces, converts, enriches, and delivers the uranium that fuels every one of &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;The U.S. Fuel Cycle Just Became a Strategic Conversation: Aurora Lands as the Largest Indicated Uranium Asset in the Country&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-963028","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The U.S. Fuel Cycle Just Became a Strategic Conversation: Aurora Lands as the Largest Indicated Uranium Asset in the Country - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The U.S. Fuel Cycle Just Became a Strategic Conversation: Aurora Lands as the Largest Indicated Uranium Asset in the Country - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Issued on behalf of Eagle Nuclear Energy Corp. Pre-Feasibility workstream commences at Aurora as enrichment capacity, royalty platforms, and policy infrastructure align around a domestic nuclear fuel supply chain NEW YORK, May 14, 2026 (GLOBE NEWSWIRE) &#8212; American News Group News Commentary \u2014 The conversation around the U.S. nuclear fuel cycle has changed character through the first half of 2026. For years, the discussion was largely about the headline reactor fleet \u2014 how many reactors the United States was operating, how many new ones it might build, how the regulatory framework around the next deployment cycle would be structured. The fuel cycle itself \u2014 the upstream pipeline that produces, converts, enriches, and delivers the uranium that fuels every one of &hellip; Continue reading &quot;The U.S. Fuel Cycle Just Became a Strategic Conversation: Aurora Lands as the Largest Indicated Uranium Asset in the Country&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-14T16:37:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTcyMDIzMSM3NjAyMzQ3IzUwMDE2MTk3Mw==\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"The U.S. Fuel Cycle Just Became a Strategic Conversation: Aurora Lands as the Largest Indicated Uranium Asset in the Country\",\"datePublished\":\"2026-05-14T16:37:17+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country\\\/\"},\"wordCount\":1904,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTcyMDIzMSM3NjAyMzQ3IzUwMDE2MTk3Mw==\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/the-u-s-fuel-cycle-just-became-a-strategic-conversation-aurora-lands-as-the-largest-indicated-uranium-asset-in-the-country\\\/\",\"name\":\"The U.S. Fuel Cycle Just Became a Strategic Conversation: Aurora Lands as the Largest Indicated Uranium Asset in the Country - 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Pre-Feasibility workstream commences at Aurora as enrichment capacity, royalty platforms, and policy infrastructure align around a domestic nuclear fuel supply chain NEW YORK, May 14, 2026 (GLOBE NEWSWIRE) &#8212; American News Group News Commentary \u2014 The conversation around the U.S. nuclear fuel cycle has changed character through the first half of 2026. For years, the discussion was largely about the headline reactor fleet \u2014 how many reactors the United States was operating, how many new ones it might build, how the regulatory framework around the next deployment cycle would be structured. 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