Reactors & SMRs
The small modular reactor pipeline and the nuclear-for-AI offtake deals reshaping forward uranium demand.
Tracked projects
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Under construction
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In development
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Pipeline capacity
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Hyperscaler-backed
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| Project | Developer | MWe | Status | Offtaker | Target | Latest milestone |
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Curated from public filings, company PRs, DOE/NRC announcements and the WNA. A tracker — figures are point-in-time.
RealForward U₃O₈ Demand Model
Bottom-up demand built from the reactor fleet, the construction pipeline and SMR projects — vs. a reference supply baseline.
demand
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2030 demand
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2035 demand
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2035 deficit
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Methodology: 1 GWe ≈ 170 tU/yr (~85% capacity factor); 1 tU ≈ 0.0026 Mlbs U₃O₈. Sources: WNA / IAEA PRIS fleet + the curated SMR pipeline. The forward curve is a model, not a quote.
Free report: The AI-Nuclear Uranium Demand Report
Every announced nuclear-for-datacenter deal, converted into modeled pounds of uranium — the demand wave, quantified.
Cite this page
Using our data in an article or report? Please credit Yellowcake Analytics with a link.
Yellowcake Analytics. "Nuclear Reactors & SMR Pipeline Tracker." Yellowcake Analytics, 2026, https://www.yellowcakeanalytics.com/reactors.
<a href="https://www.yellowcakeanalytics.com/reactors">Nuclear Reactors & SMR Pipeline Tracker</a> — Yellowcake Analytics (www.yellowcakeanalytics.com)