The two years to the 2027 base date reset the sector's starting position. The first US construction permit for a commercial non-light-water reactor in over four decades was issued; the first pure-play advanced reactor developer completed a billion-dollar IPO; the first fusion company listed on public markets; and a single European vendor swept every competitively tendered SMR selection process in the United Kingdom, Sweden and the Czech Republic. Hyperscale technology companies have become the most important new class of nuclear offtaker, with multi-gigawatt commitments now anchoring project pipelines across North America and Europe.
The report quantifies market size by reactor type, application and region across a five-point series to 2047, with capacity, investment and cost trajectories under multiple deployment scenarios. It examines the shift in the binding constraint from licensing to supply chain, covering forgings, pressure vessels and HALEU/TRISO fuel availability, and assesses the delivery-model progression from onsite construction through shipyard manufacturing to design-for-manufacture-and-assembly.
Coverage includes regulatory frameworks across all major jurisdictions, economic and environmental impact analysis, competitive positioning, business models, and investment landscape analysis spanning venture capital, public markets, sovereign wealth and utility equity. Fusion is treated as an option on the post-2040 energy system rather than a base-case contributor.
Contents include:
- Executive summary - market opportunity and scale, industrial application requirements and market segmentation, market access scenarios and deployment pathways, regional market access, top industrial markets and timeline, critical market drivers, delivery models and manufacturing innovation, industrial energy challenges and case studies, competitive position, pathway to market transformation, policy and economic framework
- Nuclear Small Modular Reactors (SMR) - introduction; definition and characteristics; market forecast and access scenarios; market drivers for industrial deployment; technological trends and technology analysis; regulatory landscape, framework and licensing; established nuclear technologies; history and evolution of SMR technology; advantages and disadvantages; comparison with traditional reactors; industrial technical requirements and SMR capabilities; current designs and projects; types of SMRs; applications; safety; market challenges; global energy landscape; SMR market analysis and competitive landscape; economic, environmental and social impact; policy and government initiatives; challenges and opportunities; future outlook and scenarios; case studies; investment analysis; company profiles
- Nuclear Fusion - market overview and introduction; the fusion energy market; key technologies; materials and components; business models; future outlook and strategic opportunities; company profiles
- Emerging Advanced Nuclear Technologies - advanced reactor concepts; energy conversion; specialized reactor applications; advanced fuel cycles; AI and digital technologies; integrated energy systems; technology readiness and investment landscape; market value and investment requirements; company profiles
- Appendices and references
Table of Contents
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Aalo Atomics
- Acceleron Fusion
- Anubal Fusion
- ARC Clean Technology
- Astral Systems
- Avalanche Energy
- Blue Capsule
- Blue Laser Fusion
- Blykalla
- BWX Technologies
- BWXT Advanced Technologies
- China National Nuclear Corporation (CNNC)
- Commonwealth Fusion Systems
- Copenhagen Atomics
- Deep Fission
- Deutelio AG
- EDF
- Electric Fusion Systems
- Energy Singularity
- ENN Science and Technology Development
- Ex-Fusion
- First Light Fusion
- Flibe Energy
- Focused Energy
- Fuse Energy
- GE Hitachi Nuclear Energy
- General Atomics
- General Fusion
- HB11 Energy
- Helical Fusion
- Helicity Space
- Helion Energy
- Hexana
- HHMAX-Energy
- Holtec International
- Hylenr
- Inertia Enterprises
- Kairos Power
- and more.....

