Publications: ExchangeMonitor Morning Briefing
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Budget & Policy
Sen. Hawley praises online portal for RECA claims
The Department of Justice recently launched an online portal for radioactive waste survivors to submit claims for assistance through the Radiation Exposure Compensation Act (RECA). “GREAT NEWS – the DOJ has launched the online portal for radioactive waste survivors to submit their RECA claims,” Sen. Josh Hawley (R-Mo.), one of the bipartisan advocates for RECA, […]
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Innovation & Infrastructure
Phase 1 of Kansas City expansion expected in June, acting NNSA site boss says
ARLINGTON, VA. – Kansas City National Security Campus (KCNSC) will complete the first phase of a real estate acquisition project that will add 2 million square feet of office and manufacturing space this June, the site’s acting manager said last week. Shekita Robinson spoke at a panel of the National Nuclear Security Administration’s (NNSA) field […]
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Interim Storage & Waste Disposal
Deep Isolation breaks ground on full-scale demo for its deep borehole technology
Deep Isolation launched a multi-year full-scale demonstration program this week for its nuclear waste disposal technology. A groundbreaking ceremony was held Jan. 28 at the Deep Borehole Demonstration, located at the Haliburton Drilling Technology Facility near Cameron, Texas. Deep Isolation said stakeholders across the nuclear industry, Texas state officials and Department of Energy representatives attended. […]
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- Senate panel witnesses oppose New START extension
- DOE puts in place NEPA exclusion for advanced reactors
- STRATCOM commander mentions national labs as one of five threat factors
- California company gets DOE blessing to use vacant Hanford structure
- Nuclear complex fights to attract, keep skilled workers
- San Antonio Waterkeeper group allowed to intervene in Texas SMR case
- TVA earnings rise in its first quarter of fiscal 2026
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Advanced Nuclear & SMRs
San Antonio Waterkeeper group allowed to intervene in Texas SMR case
The Nuclear Regulatory Commission’s Atomic Safety and Licensing Board (ASLB) has granted a Texas environmental group’s petition to intervene in the case surrounding Dow and X-Energy’s construction permit application for Seadrift, Texas. The ASLB ruling on the intervention petition, which was issued Jan. 22, found that San Antonio Bay Estuarine Waterkeeper (Waterkeeper) established grounds to […]
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Innovation & Infrastructure
Nuclear complex fights to attract, keep skilled workers
ARLINGTON, VA – For sites in the Department of Energy’s nuclear complex recruiting electricians and skilled craftspeople is a big task – and keeping them can be another. This was a key theme to emerge during a Tuesday Jan. 27 panel discussion here at Exchange Monitor’s annual Nuclear Deterrence Summit. Senior managers from National Nuclear […]
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Reindustrialization & Redevelopment
California company gets DOE blessing to use vacant Hanford structure
The Department of Energy said Tuesday a California-based company that plans a major enrichment plant in Paducah, Ky., will use a longtime nuclear facility at the Hanford Site in Washington state In a Tuesday press release, DOE’s Office of Environmental Management said it has teamed up with the nuclear fuel company General Matter for potential […]
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Non-Proliferation
Senate panel witnesses oppose New START extension
With a 16-year U.S.-Russia nuclear agreement expiring Feb. 5, three former national security officials testified in front of the Senate Armed Services Committee (SASC) Tuesday to advise on next steps and whether a year-long extension is best. Signed in 2010 by then U.S. and Russian Presidents Barack Obama and Dmitry Medvedev, the New Strategic Arms […]
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National Laboratories
STRATCOM commander mentions national labs as one of five threat factors
ARLINGTON, VA. – In his debut public address as Commander of the U.S. Strategic Command (STRATCOM), Adm. Richard Correll told Exchange Monitor’s Nuclear Deterrence Summit the national labs were one of “five significant threat vectors” of concern for STRATCOM. “The way I think about it, and I hope I came across in my remarks, is […]
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Advanced Nuclear & SMRs
DOE puts in place NEPA exclusion for advanced reactors
The Department of Energy (DOE) has established a categorical exclusion from certain National Environmental Policy Act (NEPA) procedures for approving and constructing advanced reactors. The exclusion is a “category of actions that the agency has determined, as established in its agency NEPA procedures, normally does not significantly affect the quality of the human environment and […]
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Contracts & Procurement
TVA earnings rise in its first quarter of fiscal 2026
Tennessee Valley Authority (TVA) earnings increased in the first quarter of fiscal 2026 which the Knoxville-based federal utility attributed to higher sales thanks largely to weather impacts and growing demand from data processing and related sectors.. Net earnings for the first quarter of fiscal 2026 ended Dec. 31 were $266 million, up from $125 million, […]
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- Kim Budil: NNSA regulatory reform occurring at ‘breathtaking’ speed
- NextEra evaluates strategy to add new nuclear generation
- Darlington touts completion of refurbishment project
- BAE Systems expands Utah ICBM presence
- Ladd steps in as deputy for Portsmouth-Paducah Office
- HII to hold quarterly earnings call Thursday
- SRS delays work Monday due to winter storm
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Advanced Nuclear & SMRs
NextEra evaluates strategy to add new nuclear generation
NextEra Energy is considering adding up to 6 gigawatts or 6,000 megawatts of new nuclear generation in part to help meet artificial intelligence (AI) data center demands. In a Jan. 27 earnings call, the Juno Beach, Fla.-based energy utility said small modular reactors (SMRs) could be built at its existing nuclear power plants or at […]
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International
Darlington touts completion of refurbishment project
Ontario Power Generation (OPG) said Monday it has recompleted refurbishment of Unit 4 at Darlington Nuclear Generating Station in Ontario, Canada. Darlington staff are currently doing final testing in preparation of returning Unit 4 to operation, OPG said. The major refurbishment project that cost C$12.8 billion (US$ 9.3 billion) is on track to be completed […]
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Uranium Enrichment & Fuel Cycle
Ladd steps in as deputy for Portsmouth-Paducah Office
With the recent retirement of Reinhard Knerr, April Ladd has become the acting deputy manager of the Department of Energy’s Portsmouth/Paducah Project Office. That is according to a website for the office that oversees the DOE’s Portsmouth Site in Ohio as well as the Paducah Site in Kentucky. Ladd is a certified project director with […]
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Contracts & Procurement
HII to hold quarterly earnings call Thursday
Virginia-based Huntington Ingalls (HII) , a shipbuilder and major contractor for the Department of Energy and Department of Defense, will hold a quarterly earnings call with financial analysts this week. HII President and CEO Chris Kastner and other company officials will discuss fourth quarter 2025 financial results with Wall Street analysts starting at 9 a.m. […]
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Nuclear Weapons & Stockpile
Kim Budil: NNSA regulatory reform occurring at ‘breathtaking’ speed
The current administration is taking “meaningful action on regulatory reform” on a “breathtaking” timeline at the National Nuclear Security Administration (NNSA), according to Kim Budil, director of Lawrence Livermore National Laboratory. “So I think the biggest thing for us has been the meaningful action on regulatory reform,” Budil said on a panel at Exchange Monitor’s […]
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Delivery Systems & Nuclear Triad
BAE Systems expands Utah ICBM presence
BAE Systems said Jan. 30 it has opened a new office in Utah north of Salt Lake City to serve as a company hub for intercontinental ballistic missile (ICBM) sustainment and modernization. Early last year, the company received a $1.2 billion award from the U.S. Air Force Nuclear Weapons Center’s ICBM directorate at Hill Air […]
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Cleanup & Remediation
SRS delays work Monday due to winter storm
Non-essential employees at the Department of Energy’s Savannah River Site in South Carolina were to report to work three hours later than usual on Monday, following Winter Storm Gianna, which caused significant damage, traffic crashes and fatalities across several states over the weekend. The city of Aiken, where SRS is located, saw about three inches […]
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News & Analysis
Coming up:
Here are events related to nuclear matters that Exchange Monitor staff are tracking: February 10: Earnings call: Amentum will hold its quarterly financial results conference call starting at 8:30 a.m. Eastern Time. 17: Earnings call: Fluor will discuss quarterly financial results in a call with analysts starting at 8:30 a.m. Eastern Time.
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Cleanup & Remediation
Ex-Canadian Lab exec takes post at Savannah River
Sean Musick, formerly a general manager at Chalk River within the Canadian National Laboratories, has taken a new post at Fluor-led Savannah River Nuclear Solutions (SRNS) in South Carolina. At SRNS, the prime contractor for the Department of Energy’s Savannah River Site, Musick will be deputy senior vice president for strategic planning and integration. Musick, […]
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International
Saskatchewan to consider large reactor options
The Government of Saskatchewan and Regina, Canada-based utility SaskPower are planning to evaluate large nuclear reactors for potential deployment in the Saskatchewan province. The technology selection process for large nuclear reactors will be in conjunction with SaskPower’s plans to select small modular reactors (SMR) projects, according to its Jan. 28 press release. In October 2025, […]
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Reactor Licensing & Regulation
NRC hires Carroll as chief financial officer
The Nuclear Regulatory Commission has appointed Christopher Carroll to be its chief financial officer effective immediately, NRC said in a Jan. 26 press release. Carroll has been working as the acting CFO for the agency since May 2025. He joined NRC in 2024 as the deputy CFO after 24 years of service in the Air […]
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Naval Nuclear Propulsion
Shipbuilding leads General Dynamics to solid fourth quarter
Led by its shipbuilding segment, General Dynamics (GD) last week posted solid fourth quarter results to cap off a strong fiscal year. Net income in the quarter was flat at $1.1 billion and earnings per share (EPS) of $4.17 were two cents higher than a year ago due to a lower outstanding share count, according […]
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Delivery Systems & Nuclear Triad
Northrop Grumman posts strong 4th quarter, expects B-21 production uptick soon
Northrop Grumman remains in negotiations with the Defense Department on accelerating production of the Air Force’s B-21 stealth bomber and an agreement to do so is expected this quarter, the company’s chief executive said last week. The B-21 talks are down to the “finer points” and what the “financial implications” are for Northrop Grumman, Kathy […]
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- USAF considers modular missile silos for Sentinel, Cramer says new silos “well settled”
- W80-5 “just came up,” will go on SLCM-N, weapons directors say
- DOE solicits information from states on nuclear lifecycle hubs
- Charles Ball appointed head of AI, Genesis Mission at NNSA
- Supporting host communities key to data center success, NDS told
- Westinghouse collaborates with two companies to produce Cobalt-60
- Hanford Advisory Board seeks members
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Life Extension Programs
W80-5 “just came up,” will go on SLCM-N, weapons directors say
ARLINGTON, VA – The W80-5, a new variant of the W80 warhead family, is on a “more aggressive schedule” to go on the nuclear-armed sea-launched cruise missile (SLCM-N), weapons directors said on the final day of Exchange Monitor’s Nuclear Deterrence Summit. Rita Gonzales, Deputy Laboratories Director for Nuclear Deterrence at Sandia National Laboratories, and Bradley […]
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Data Centers & Energy Demand
Supporting host communities key to data center success, NDS told
ARLINGTON, VA – To garner support for artificial intelligence (AI) data centers on federal land, the National Nuclear Security Administration (NNSA) should “state its value propositions” early on, Senior Director at Microsoft Federal Bryan Lopez said here Wednesday. Lopez told Exchange Monitor’s Nuclear Deterrence Summit that this goes a long way in helping hyperscalers consider […]
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Uranium Enrichment & Fuel Cycle
DOE solicits information from states on nuclear lifecycle hubs
The Department of Energy issued a request for information (RFI) Wednesday seeking states interested in hosting Nuclear Lifecycle Innovation Campuses. The proposed campuses must support capabilities of the full nuclear fuel cycle, such as fuel fabrication, enrichment, reprocessing spent nuclear fuel and disposal of waste, according to DOE’s press release. The approach could be more […]

















