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
August 2026
- 10mediumEarningsOKLOOklo Q2 2026 resultsCash burn, share count and any update on Aurora-INL licensing/pilot criticality timing will reprice the deepest-funded pre-revenue SMR developer.
- 12mediumEarningsSMRNuScale Power Q2 2026 resultsAfter a $565K Q1 revenue miss, the print tests whether NuScale's NRC-approved designs and Romania FID convert into recognizable orderbook progress.
November 2026
- 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.
Past
- 2026-07-04DOE Reactor Pilot Program: target of 3+ reactor criticalities