Tech updates

1. Oct 14, 2026 The NRC renewed and updated the design certification for Westinghouse's AP1000, folding in lessons from building Vogtle Units 3 and 4. It's good through 2066. It doesn't approve any plant by itself, but Fermi America's planned Texas reactors are AP1000s. [NRC] [Federal Register]
2. Oct 7, 2026 DOE approved the Documented Safety Analysis for Last Energy's pilot reactor at Texas A&M-RELLIS. The company says DOE's readiness review comes next, before startup. [Last Energy]
3. Sep 15, 2026 Blue Energy sent the NRC the first part of its construction permit application for a BWRX-300 at the Port of Victoria. Its plan pairs gas power now with a nuclear unit later. [Federal Register] [GE Vernova]
4. Aug 5, 2026 Oklo's Groves isotope test reactor in Lockhart reached first criticality, meaning it held a steady, controlled chain reaction. DOE said it was the fifth reactor authorized under its Reactor Pilot Program to reach criticality that summer. [Oklo] [DOE]
5. Jul 30, 2026 DOE approved the Nuclear Safety Design Agreement for Natura's 1-megawatt-thermal molten salt research reactor at Abilene Christian University. It's the first step on DOE's pilot authorization path. [NEI Magazine]
6. Jun 18, 2026 Terrestrial Energy and the Texas A&M System signed a ground lease and research agreements for about 77 acres at RELLIS. The site is for a planned Integral Molten Salt Reactor plant and testing. [Terrestrial Energy] [Texas A&M]
7. Apr 8, 2026 Uranium Energy got state approval and started production at Burke Hollow in South Texas. The company calls it the first new U.S. in-situ recovery uranium operation in over a decade. [SEC filing]
8. Feb 13, 2026 X-energy's fuel company, TRISO-X, got an NRC license to make high-assay low-enriched uranium fuel in Oak Ridge, Tennessee. That TRISO fuel is the type planned for the Xe-100s at Long Mott. [X-energy] [Federal Register]

Companies in the stock ticker

Public companies with a sourced Texas nuclear tie. Listing a company here isn't a recommendation to buy or sell anything.

Texas operators and hosts

• VST Vistra. Owns and runs the two-unit Comanche Peak nuclear plant near Glen Rose. [NRC]
• CEG Constellation Energy. Owns 44% of the South Texas Project near Bay City. CPS Energy owns 40% and Austin Energy 16%. A 2% sale to CPS Energy is pending, deadline Dec 11, 2026. [Federal Register]
• DOW Dow. Hosts the planned Long Mott reactors at its Seadrift site in Calhoun County. [Federal Register] [X-energy]
• FRMI Fermi America. Plans four AP1000 reactors at its Project Matador campus in Carson County. These are large reactors, not SMRs. [Federal Register] [SEC filing]

The tech side

• XE X-energy. Designs the Xe-100 reactors planned for Long Mott. Public on Nasdaq since April 24, 2026. [X-energy] [X-energy]
• GEV GE Vernova. Its joint venture with Hitachi makes the BWRX-300 that Blue Energy plans at the Port of Victoria. [GE Vernova] [Federal Register]
• OKLO Oklo. Its Groves isotope test reactor in Lockhart reached first criticality in 2026. [Oklo] [DOE]
• IMSR Terrestrial Energy. Leases about 77 acres at Texas A&M-RELLIS for a planned molten salt reactor plant. [Terrestrial Energy] [Texas A&M]
• SMR NuScale Power. Opened an operations center in Houston in 2026. No Texas reactor project yet. [NuScale]
• NNE NANO Nuclear Energy. Is studying KRONOS micro reactors for a planned power hub in Liberty, Texas. [NANO Nuclear]
• UEC Uranium Energy. Started uranium production at its Burke Hollow site in South Texas in April 2026. [SEC filing]
• EU enCore Energy. Dallas-based uranium producer with in-situ recovery projects in South Texas. [enCore]
• CCJ Cameco. Owns 49% of Westinghouse, the maker of the AP1000 reactors planned at Project Matador. An indirect tie. [Cameco] [Federal Register]

Prices on the home page come from TradingView and are delayed. Some Texas nuclear companies, such as Natura Resources, Last Energy, Blue Energy, Aalo Atomics and Kairos Power, are private and have no stock to show.