At this week's Atlantic Council Energy and Defense Summit, I discussed how military operations are more energy-intensive than ever and threats to energy supply are becoming more complex. Nuclear microreactors will quickly become a decisive factor in military readiness. BWXT is leading the build and deployment of Project PELE, the first advanced transportable microreactor system in the United States. BWXT will deliver this system to the Idaho National Lab in 2027, load the fuel, and perform full-scale testing in 2028 – a pathfinder for the future of all advanced nuclear systems. This is so much more than your average reactor demonstration; this is an entire system demonstration at the forefront of successful power generation, with the ability to assert the United States' energy dominance!
BWXT to lead US's first advanced transportable microreactor system
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In light of recent nuclear testing developments involving the United States and Russia, #SIPRIYearbook2025 provides critical context on the growing risks in the global nuclear landscape. It warns that a dangerous new nuclear arms race is emerging at a time when arms control regimes are severely weakened. Nearly all nine nuclear-armed states — 🇺🇸🇷🇺🇬🇧🇫🇷🇨🇳🇮🇳🇵🇰🇰🇵🇮🇱 — continued intensive nuclear modernization programmes in 2024, holding an estimated 12 241 warheads at the start of 2025. Learn more in the sample chapter on world nuclear forces: 🔗 bit.ly/4e0GhLf #SIPRIYearbook #NuclearWeapons #ArmsControl #NuclearRisk #Disarmament #NonProliferation #SIPRI
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#HotTakes | In this publication, Antonin Blanchard examines the European nuclear deterrence project. He analyzes Franco-British capabilities and the long-term viability of the project. Led by France and the United Kingdom, this initiative aims to offer a credible alternative to American defense in Europe. 🚀☢️ 🔗 To read this publication: https://lnkd.in/e94diVbr
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Valuable insights from my colleague Rachel Jacobson on potential for nuclear energy and SMRs in this administration. The Roosevelt Group
Rachel Jacobson, 17th Assistant Secretary of the Army for Installations, Energy and Environment, discusses executive orders which push along nuclear energy to support national security on the panel: Energizing Defense with Nuclear Technologies
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The U.S. Army’s Janus Program marks a strategic shift toward decentralized, transportable energy through small nuclear microreactors. By combining defense innovation with energy resilience, the initiative underscores how national security and energy policy are increasingly intertwined. For investors, this signals growing opportunities in advanced nuclear systems, modular logistics, and domestic energy manufacturing—all critical to the evolving defense and infrastructure landscape. Read the full analysis: https://lnkd.in/eQdgmAXQ #DefenseIndustry #EnergySecurity #NuclearEnergy #SMR #Infrastructure #InstitutionalInvesting #CleanEnergy #Geopolitics #Innovation
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As threats of a nuclear arms race rise and restraints weaken, this moment marks a distinct shift from the international strategic nuclear environment that has existed for the past 80 years—one of nuclear complacency. Leveraging insights from an expert convening at Carnegie Council, Kathleen Egan and Joel Rosenthal have published a new report in partnership with the Harry Frank Guggenheim Foundation that assesses why nuclear complacency has emerged and how we can sketch new pathways for international cooperation and peace. Download the report: https://lnkd.in/gQtrC7m2
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The United States Department of War is making one of its most significant pushes yet into modern nuclear power. It's launching a program to put small reactors on US Army bases across much of the country where strained power grids can’t keep up with rising energy demands. On Tuesday, the Army unveiled the Janus Program, which aims to supply bases by 2028 with microreactors - tiny reactors generating less than 20 megawatts of electricity, generally enough to power a small town. 20MW is a fraction of the energy output that larger modern reactors can produce, but the microreactors are small enough to move on a containership or aircraft. #janus #usarmy #capitalparkpartners
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On Tuesday, the Army unveiled the Janus Program, which aims to supply bases by 2028 with microreactors - tiny reactors generating less than 20 megawatts of electricity, generally enough to power a small town.
The United States Department of War is making one of its most significant pushes yet into modern nuclear power. It's launching a program to put small reactors on US Army bases across much of the country where strained power grids can’t keep up with rising energy demands. On Tuesday, the Army unveiled the Janus Program, which aims to supply bases by 2028 with microreactors - tiny reactors generating less than 20 megawatts of electricity, generally enough to power a small town. 20MW is a fraction of the energy output that larger modern reactors can produce, but the microreactors are small enough to move on a containership or aircraft. #janus #usarmy #capitalparkpartners
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The U.S. Army is advancing plans to deploy microreactors at bases worldwide by 2028, part of a broader push to strengthen energy resilience and reduce dependence on fossil fuel supply chains. As defense and infrastructure sectors embrace next-generation nuclear technology, the need for a stable, domestic uranium supply continues to grow. 🔗 https://lnkd.in/gfs_5zXV TSX-V: PUR | OTCQB: PAUIF
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A team, including researchers from MIT NSE and EECS, developed a technique that enables real-time, 3D monitoring of corrosion, cracking, and other material failure processes inside a nuclear reactor environment. This could allow engineers and scientists to design safer nuclear reactors that also deliver higher performance for applications like electricity generation and naval vessel propulsion. https://lnkd.in/eKcAY99N
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Great to see, Sir!