News Summary

• Small modular nuclear reactor (SMR) and fusion power startups plan to start connecting their first commercial power plants to the grid in the next five to seven years.
• SMR startups might have the best shot at displacing natural gas power plants.
• Though it isn’t as proven as fission, nuclear fusion promises to deliver large amounts of power using little more than seawater as fuel.
• If Helion can build close to 10 gigawatts of new capacity every year, the company alone would add more power than the entire natural gas industry did last year.