Nuclear energy market intelligence
Conventional nuclear power, SMRs, advanced reactor designs, and the fuel cycle.
Nuclear energy is experiencing a global renaissance driven by energy security concerns, grid reliability requirements, and the recognition that deep decarbonization requires firm, dispatchable zero-carbon generation. Countries that had mothballed nuclear programs are restarting them. Nations that never had nuclear power are exploring SMRs. Technology companies with massive AI compute demand are signing nuclear PPAs.
The landscape is multifaceted. Conventional large-scale construction continues in China, India, the Middle East, and parts of Europe. The SMR segment is transitioning from paper designs to licensing and site selection. Advanced reactor concepts — molten salt, high-temperature gas, sodium-cooled fast — are moving through demonstration programs. Meanwhile, the fuel cycle is becoming a strategic bottleneck: uranium enrichment capacity is concentrated, HALEU production is limited, and spent fuel management remains politically complex.
Delphidata tracks the nuclear sector from new-build construction and life extension through SMR site selection and licensing to fuel cycle infrastructure and decommissioning. Our knowledge graph connects reactor projects to their technology licensors, EPC consortia, fuel suppliers, regulatory bodies, and utility operators.
What Delphidata tracks.
Structured data across the full value chain.
New-build projects
Conventional large reactors (PWR, BWR, PHWR, VVER) and small modular reactor programs. Mapped with reactor design, technology licensor, thermal/electrical capacity, site location, regulatory status, construction timeline, and EPC consortium.
Life extension and uprate programs
License renewal applications, power uprate modifications, and major component replacements for existing reactors.
SMR and advanced reactor programs
Design certification status, site selection, licensing, demonstration projects, and commercialization timelines. Connected to companies developing each design and the required supply chain.
Fuel cycle infrastructure
Uranium mining and milling, conversion, enrichment (including HALEU), fuel fabrication, spent fuel storage, and reprocessing. Supply chain mapping connects fuel suppliers to the reactors they serve.
Nuclear supply chain
Pressure vessel and steam generator manufacturers to instrumentation and control system providers. Relationship data linking suppliers to specific projects and reactor designs.
Regulatory and policy
National nuclear programs, regulatory body decisions, safety reviews, licensing milestones, and international cooperation agreements.
Who uses this intelligence.
Utilities and generation companies
Track peer activity, evaluate SMR options for fleet planning, and monitor fuel supply chain developments that affect operational security.
Reactor technology developers
Benchmark programs against competitors, track licensing timelines across jurisdictions, and identify potential utility customers and deployment sites.
Investors
Screen nuclear opportunities across the technology spectrum — from established large reactor EPC firms to venture-backed SMR developers — using structured data on program maturity, regulatory progress, and commercial commitments.
Nuclear supply chain companies
Monitor project pipelines to forecast demand for components, materials, and services, and track competitor positioning across the nuclear-qualified supplier landscape.