DA Sails

@mercoglianos Thankful I made it unscathed

A ‘smorgasbord’ of dangers present in aircraft carrier laundry facility that caught fire, expert says Read more at: stripes.com/branches/navy/… Source - Stars and Stripes stripes.com/branches/navy/…

@TheInsiderPaper Master P has 24 hours to respond

NEW: Kim Jong Un sits atop a battle tank during war drills, joined by his daughter.

Japan just committed up to $40B to build SMRs on U.S. soil. ∙GE Vernova Hitachi - Up to $40B for small modular reactor power plants in Tennessee and Alabama ∙Second tranche - Follows $36B first tranche under the 2025 U.S.-Japan Strategic Trade and Investment Agreement ∙Critical minerals - Joint R&D on deep-sea critical minerals near Japan’s Minamitorishima Island, including rare-earth muds that could meet centuries of industrial demand Japan is not just an ally. It is becoming a co-investor in U.S. energy and industrial reindustrialization. $GEV $SMR $UUUU $CCJ

Energy Learning Center opens in Richland, WA - hands-on Xe-100 simulator training begins now. Facility: Columbia Basin College and WSU Tri-Cities students are training on an advanced SMR educational simulator at the new Energy Learning Center in Richland, WA Technology: Simulator is based on X-energy’s Xe-100 design - the same reactor technology proposed for the Cascade Advanced Energy Facility Partnership: X-energy and Amazon are working with the regional utility to bring the Xe-100 SMR to the Pacific Northwest Workforce: Program is designed to build the regional talent pipeline for next-generation nuclear operations and clean-energy facilities $AMZN youtu.be/wlUV8CRVJKE?si…

National Nuclear Security Administration just hit a major nuclear milestone. • First purified enriched uranium “button” produced using electrorefining at Y-12 National Security Complex • Restores U.S. uranium metal purification capability after decades • Safer, more efficient process vs legacy methods • Supports nuclear weapons production + U.S. Navy reactor fuel supply • First new nuclear processing capability startup at Y-12 in 20+ years Quiet but critical step in modernizing the U.S. nuclear deterrent.

The world’s first autonomy-first copper mine just launched and it’s in the U.S. • Mariana Copper One (SE Utah): Operating open pit mine + refinery producing high purity copper cathode via heap bioleaching, SX-EW, acquired in 2025 with 15+ years of history • Supply gap is real: U.S. imported ~60% of refined copper in 2024, domestic refining output down ~50% over 25 years as AI data centers, grid buildout, and EV demand surge • MarianaOS: Unified physical AI platform integrating mine planning, fleet orchestration, plant control, and supply chain, using ML + RL to optimize drilling, haulage, reagents, and throughput • Scrap integration: U.S. exported ~950k MT copper scrap in 2024, 40%+ to China, Copper One feeds scrap directly into SX-EW to capture domestic supply • Target: 50,000 MT/year from combined ore + scrap Bottom line: The copper deficit will not close with more studies. Mariana is deploying autonomous mining + refining at a live U.S. site today, a blueprint for domestic critical minerals buildout. $COPA $FCX $SCCO $HBM

Field trip! 👀

@MPMaterials Wen $MP on @tradexyz

From the snow-capped peaks of Mountain Pass to our advanced magnetics facility in North Texas Tune in Sunday for an inside look at the mission, vision and momentum driving $MP

Lightbridge presented advanced nuclear fuel research at TMS2026 - and the U-Zr alloy work is a key step toward fuel qualification. • UZr2 fuel modeling milestone - validated proprietary modeling framework using real measured coupon data, advancing the qualification pathway • Beyond sodium fast reactors - metallic fuel applicability expanding to a broader set of advanced reactor designs • INL partnership backing - long-term agreements with Battelle Energy Alliance at Idaho National Lab, plus multiple DOE GAIN awards • LWR + SMR dual track - targeting existing reactors and next-gen SMRs with load-following capability for zero-carbon grids Real-world fuel performance validation is what separates serious developers from concept-stage companies. LTBR is building its case step by step. $LTBR $NNE $OKLO $SMR

1 gigawatt sounds abstract. Here's what it actually takes: • 1.9M solar panels • 294 wind turbines • 110M LED lights • 1.3M horses • 9,090 Nissan Leafs ...or one commercial nuclear reactor. Baseload. 24/7. Zero CO₂. Single site. #nuclear $CCJ $LEU $OKLO $SMR $BWXT

Sweden’s lead-cooled SMR buildout just got more concrete. • Reactor: Blykalla’s SEALER, a 55 MWe lead-cooled SMR targeting hyperscalers and heavy industry • Site: Norrsundet, Gävle, Sweden with permitting targeted to begin in 2026 • Scale: 6-unit park, ~300 MW total capacity, enough for ~150,000 households or a mid-size data center • Jobs: 300–400 direct plus thousands of indirect regional roles • Timeline: First units targeted for early 2030s pending regulatory approvals • Backing: Oklo, Uniper, ABB Sweden isn’t waiting. Lead-cooled SMRs are moving from lab to licensing. $OKLO

@da_sails Statutory gaps- are you talking about commercial reactors “graduating” from DOE to seek NRC licensing? I think regulation changes have gone very favorably but I’d love to see them codified through the Congress

INL Director John Wagner testifies before Senate Energy Committee today on America’s nuclear moment ∙ 400 GW target by 2050 requires quadrupling the fleet in under 30 years ∙ DOME facility complete by March 31 - first microreactor install (Radiant Kaleidos) in April ∙ 3 reactors targeting July 4, 2026 criticality under EO 14301 Reactor Pilot Program ∙ China + Russia account for 94% of reactors under construction globally (59 of 63 units) ∙ HALEU remains critical bottleneck - no commercial-scale domestic production outside Centrus (~900 kg produced) The policy framework is in place. The market demand is real. The statutory gaps around DOE authorization and fuel cycle infrastructure are the remaining chokepoints. Congress needs to act. $CCJ $LEU $BWXT $NNE $SMR $OKLO

USNIC submits letter to Senate Energy & Natural Resources Committee on Trump’s May 2025 nuclear EOs. • Deployment: Federal programs must reduce uncertainty and enable efficient project execution • Fuel cycle: HALEU availability remains foundational to advanced reactor rollout • Regulatory alignment: NRC reform must sync with DOE execution to create a clear demo-to-commercial pathway • Public-private: Industry coordination is critical so programs match real deployment needs EO success is measured by one metric…reactors under construction, backed by a domestic supply chain that enables repeatable, cost-effective builds $CCJ $LEU $BWXT $OKLO $SMR #URNM

.@AaloAtomics just unveiled a completed 10 MW sodium-cooled Critical Test Reactor at Idaho National Lab. Zero-power criticality targeted before July 4. What it is: Full commercial-scale test reactor with vessel, graphite moderator, I&C, shielding, and control room all designed and built by Aalo “Zero power criticality”: First sustained chain reaction focused on physics validation, not electricity generation One step left: Fuel arriving now. Final DOE authorization is the last gate to first criticality Why it matters: First new sodium-cooled reactor to go critical in the U.S. in 40+ years. Founded in 2023, fission in 2026 Hardware complete. Fuel inbound. Aalo is about to make history.

@AaloAtomics @ENERGY @INL Bob is locked in. Aalo is locked in.

Thanks to Bob Boston, manager of the @ENERGY Idaho Operations office, and collaborators across @INL and @ENERGY for their support as we inagurate the first reactor facility completed at Idaho National Labratory, America's oldest nuclear lab, in fifty years. We look forward to our continued work with DOE under the leadership of @SecretaryWright to validate our safety programs as we push to go critical by the July 4th deadline set by @POTUS. Onward and upward to the second atomic age, built in America.