EMUL2026
| March 25-26th, 2026 | London, UK
| March 25-26th, 2026 | London, UK
In the second half of 2025, the global nuclear sector is entering a new phase driven by policy support, returning capital, and parallel technology development. Small Modular Reactors (SMRs), advanced reactors, and fusion-related technologies are all moving closer to large-scale commercialization. This article highlights key market trends, supply chain impacts, and actionable strategies for enterprises.
Accelerated SMR Deployment: Government-backed funding and early demonstration projects are derisking advanced light-water SMR deployment.
Meaningful Regulatory Progress: Several SMR designs have achieved key licensing milestones, improving investor confidence.
Capital Flow into Nuclear Manufacturing: Large investments are expanding nuclear-grade manufacturing capacity for future multi-gigawatt markets.
Faster Commercialization of Fusion Ecosystems: Fusion-adjacent technologies such as heating systems, beam injection, vacuum, and power electronics are reaching early commercial applications.
Parallel Development Models: Large conventional reactors and modular reactors are advancing simultaneously across different regions.
Policy-capital alignment significantly reduces early-stage project risks, enabling private sector participation in manufacturing and engineering.
Clearer regulatory pathways shorten financing, insurance, and construction timelines while improving bankability.
Fusion's short- and long-term value lies not only in potential power generation but also in near-term commercialization of enabling technologies that serve research and industrial users.
Manufacturing & Modular Components: Demand is increasing for pressure vessels, heat exchangers, modular control systems, and standardized components.
Engineering, Licensing & Compliance: Environmental impact assessments, nuclear safety certification, and permitting services are in growing demand.
Digitalization & Operations: SMRs and fusion test facilities depend heavily on digital twins, predictive maintenance, and remote operations platforms.
Fusion-Adjacent Equipment: Neutral beam injectors, high-vacuum systems, materials, and advanced power systems offer early-entry opportunities.
Environmental & Stakeholder Engagement: Early-stage ecological studies and community relations can materially reduce project delay risks.
Target SMR and demonstration projects with tailored service packages (compliance, components, digital O&M).
Initiate discussions with private fusion developers and research institutions for test equipment and midstream technology cooperation.
Publish nuclear industry insights to enhance brand visibility and partner engagement.
Secure relevant nuclear-grade manufacturing and quality certifications and prepare scalable capacity plans.
Establish cross-functional teams (engineering, licensing, ESG) for early-stage project engagement.
Build relationships with financial and insurance institutions to develop project-specific risk management solutions.
The policy and capital window for nuclear energy is now clearly open. Enterprises capable of supporting manufacturing, engineering, and digital operations should actively showcase their positioning to capture early-stage opportunities in both fission and fusion markets.
