Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Enrichment & HALEUII · Uranium conversion & deconversionIII · Uranium supply & miningIV · Fuel fabrication & TRISOV · Large forgings & heavy componentsVI · Zirconium & specialty metalsVII · SMR & advanced reactor platformsVIII · Restarts, uprates & nuclear utilitiesIX · Instrumentation, controls & outage servicesX · Private giants & exposure vehicles
July 2026
- 29mediumEarningsNEENextEra Energy Q2 2026 earningsThe print is the venue for any update on the Duane Arnold restart timeline and NRC progress that underpins its restart optionality.
- 30mediumEarningsCEGConstellation Energy Q2 2026 earningsUpdates on Crane restart spend/schedule, Clinton uprate progress and PTC-floored fleet economics drive the restart-and-uprate reprice.
August 2026
- 06mediumEarningsTLNTalen Energy Q2 2026 earningsFirst print after the Spring 2026 Susquehanna outage and front-of-the-meter transition tied to the 1,920 MW Amazon PPA ramp.
January 2027
- 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).