Catalyst calendar

The repricing schedule is mostly public if you actually look at it.

High-impact · next 30 days

2026-09-30NRC final Environmental Impact Statement for GLE's Paducah Laser Enrichment Facility
2026-09-30USGS Critical Minerals List / zirconium supply-chain reassessment cycle

30highPolicyNRC final Environmental Impact Statement for GLE's Paducah Laser Enrichment FacilityCompleting the EIS (NRC-targeted Sept 2026) is a gating regulatory step toward licensing the only Western laser-enrichment plant, de-risking the longer-dated disruption of the SWU chokepoint for Silex and Cameco.
30highPolicyUSGS Critical Minerals List / zirconium supply-chain reassessment cycleZirconium's treatment on the USGS Critical Minerals List shapes federal supply-chain support for domestic nuclear-grade zirconium; the timing is not a confirmed dated event (placeholder).

02mediumEarningsBWXTBWXT Q3 2026 earningsLikely first quarter reflecting the closed Precision Components Group deal, showing whether the added US heavy-manufacturing footprint is already pulling in nuclear component orders.
15mediumEarningsNNENANO Nuclear Q4 FY2026 results (fiscal year-end update)Updates the cash runway and KRONOS construction-permit review progress for the earliest listed microreactor developer carrying an active NRC docket.

31highPolicyBulgaria Kozloduy Units 7-8 AP1000 final investment decision (H2 2026)An FID converts a Western AP1000 program into actual long-lead forging and reactor-coolant-pump demand, directly testing the forging chokepoint thesis.
31highPolicyWestinghouse/US government definitive agreements replacing the binding term sheetConversion of the October 2025 $80B partnership term sheet into definitive agreements (and the government's 20%-above-$17.5B participation/warrant) is the structural reprice trigger for CCJ and BEP and the precursor to any Westinghouse IPO.
16mediumProgramXEXe-100 construction permit — NRC 18-month review milestoneThe Xe-100 construction permit on its 18-month NRC clock is the regulatory gate that converts X-energy from a license call-option into a buildable orderbook for the Amazon/Energy Northwest and Dow projects.

01highPolicyCEGNRC final decision on Crane Clean Energy Center restart (expected 2027)NRC review of the Crane Clean Energy Center (ex-Three Mile Island Unit 1) restart is the gating regulatory step before Constellation returns the unit to service for its Microsoft PPA; a final decision is expected in 2027 (date is a placeholder).
31highPolicyNRC Safety Evaluation Report for GLE Paducah facility (anticipated)The SER is the safety-side prerequisite to an NRC construction-and-operation license for laser enrichment; its completion would clear the path to a build decision on a second-source enrichment technology.

01highPolicyRussian LEU import waivers terminate (Prohibiting Russian Uranium Imports Act)Hard statutory date after which no Russian-uranium import waivers can be granted, forcing Western utilities onto a constrained non-Russian SWU base and directly tightening the enrichment chokepoint.

30mediumProgramDNNDenison Phoenix ISR targeted first production (mid-2028)Denison targets first production from its Phoenix ISR mine in mid-2028 — Canada's first new uranium-mine construction approval in over 20 years, and a key test of in-situ-recovery economics in the Athabasca Basin.