nucleare

The Trump administration is about to announce a broad nuclear agreement with Saudi Arabia that will allow on-site fuel enrichment, promising economic benefits for the U.S. industry but raising serious concerns about potential proliferation.

In the USA, the nuclear industry is experiencing a true renaissance thanks to the energy demand from data centers, the restart of closed plants, strong support from the Trump administration, and the development of new modular reactors.

From the Shah to the Ayatollahs, through the JCPOA, sanctions, and the bombings of 2026: the history of Iran’s nuclear program that was supposed to produce electricity and has become one of the main factors of instability in the 21st century. An analysis by Luca Longo.

The pace of nuclear arsenal dismantlement is slowing worldwide, while the deployment of new nuclear weapons is accelerating. China is a key player in the nuclear expansion, as concerns about global strategic stability increase. Facts, figures, and scenarios from the latest Sipri report.

The United States is seeking to supply weapons-grade plutonium to start-ups for fuel production. The New York Times article.

Newcleo, an Italian-French startup specializing in advanced nuclear reactors, will soon be listed on the Nasdaq. The company, founded by physicist Stefano Buono, has developed promising technology but needs capital: in 2024 it reported net losses of 110 million, against revenues of 80 million.

At the general assembly, the president of Confindustria calls for a bipartisan pact to revive industry and growth and proposes reallocating 20 billion euros among development, education, and healthcare. He attacks Brussels over ETS and bureaucracy, pressures the government to unlock renewables, and raises the alarm about the risk of an “industrial desert.”

EDF, a symbol of French industrial grandeur, must overcome chronic delays, skyrocketing costs, and a deeply rooted bureaucratic culture to renew the nuclear fleet and ensure the energy security of France and Europe.

The enormous energy demand of AI is reviving the US nuclear industry, with the restart of Three Mile Island for Microsoft, Palisades, Duane Arnold for Google, and other agreements by Amazon and Meta on existing plants.​​​​​​​​​​​​​​​​​​​​ Bloomberg’s in-depth report.

After decades of distrust marked by the Chernobyl and Fukushima incidents, nuclear energy is experiencing a strong resurgence driven by safety needs, growing demand (especially for AI), and climate goals. The US, China, France, and Russia are at the forefront while Europe remains divided. An in-depth report by the Associated Press.

The European Commission rediscovers nuclear power and wants to politically support the creation of globally competitive producers. Excerpt from the European Morning Brief.

How and why in France there is grumbling about von der Leyen regarding the nuclear dossier. Articles from the newspaper Le Figaro taken from Liturri’s review.

The order book of the British-Dutch company Urenco, which produces uranium for nuclear power plants, has reached record levels. The increased attention is also due to tensions in the Middle East, which have heightened concerns about energy security. Numbers and details.

Macron is revitalizing French nuclear deterrence and involving eight European countries in unprecedented strategic cooperation. Germany is assigned a central role. However, unresolved tensions over the FCAS raise doubts about the future viability of this strategy’s operational effectiveness.