Nuclear Nuggets: Global reactor tracker - July edition; 2Q26 EPS preview in focus

研报英文原文证据摘录

Nuclear Nuggets: Global reactor tracker - July edition; 2Q26 EPS preview in focus

Equity Research

14 July 2026 | 6:04PM EDT

Nuclear Nuggets: Global reactor tracker - July edition; 2Q26 EPS

preview in focus

In the July edition of the Global Reactor Tracker, we highlight the most recent Brian Lee, CFA

+1(917)343-3110 | brian.k.lee@gs.com

developments, data points, and progress across North America, Europe and Asia. We Goldman Sachs & Co. LLC

also touch upon the stabilization in uranium spot and the upward tick in term pricing Tyler Bisset, CFA

in July and mark-to-market forecasts ahead of 2Q26 earnings across our covered +1(212)357-5510Goldman Sachs & Co.| tyler.bisset@gs.comLLC

companies. Keshav Choudhary

+1(332)245-7971 |

keshav.choudhary@gs.com

Goldman Sachs India SPL

New reactor progress and announcements

North America

6/2/26 - United States - The New York Power Authority has launched a solicitation

to develop at least 1 GW of advanced nuclear capacity in Upstate New York, seeking

proposals for both large reactors and SMRs, while also committing $40 million to

nuclear workforce development (here).

6/8/2026 - United States - FERC approved Constellation’s request to transfer 760

MW of interconnection rights to the Crane Clean Energy Center, helping support the

planned restart of the former Three Mile Island Unit 1 and improving its ability to

deliver power to the grid ahead of major transmission upgrades (here).

6/9/2026 - Canada - Bruce Power’s refurbished Bruce 3 reactor has returned to

service in Canada, more than seven months ahead of schedule, following a major

component replacement project that extends the unit’s operating life by over 30

years (here).

6/16/2026 - United States - The US NRC has approved an 80‑year operating life for