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NANO Nuclear Energy (NNE) investor relations material
NANO Nuclear Energy 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic focus and industry context
Emphasizes vertical integration across the nuclear fuel cycle, including enrichment, conversion, and transportation, to de-risk micro-reactor deployment and support industry growth.
Highlights strong global demand for clean, reliable base load energy, driven by data centers, industrial reshoring, and electrification.
Notes unprecedented bipartisan government support and legislative initiatives like the ADVANCE Act, expediting advanced reactor deployment.
Cites climate mandates and commitments to triple or quadruple nuclear capacity by 2050 as key industry tailwinds.
References major tech companies' recent announcements to expand nuclear capabilities for AI data centers.
KRONOS MMR technology and differentiation
KRONOS MMR, a 15 MWe high-temperature gas reactor using TRISO fuel, is the closest to deployment and the main focus.
Design leverages factory fabrication, modular assembly, and commercially available components for cost-effective scaling.
Can operate on LEU+ fuel, avoiding reliance on HALEU, and offers a favorable safety and footprint profile.
Benefits from over $120 million in prior investment and a proven technology lineage, aiding licensing and deployment.
Versatility allows serving both large-scale and remote applications, with modularity enabling flexible project scaling.
Commercial pipeline and project development
Pipeline includes feasibility studies for up to 1 GW with BaRupOn in Texas, plus multiple 500 MW–1 GW data center and industrial projects.
Prototype project at University of Illinois targets construction permit submission in early 2026 and online operation by 2029–2030.
Chalk River, Ontario, is a potential second prototype site, with licensing to be expedited by leveraging NRC and CNSC collaboration.
Strong support from EPCM firms, the University of Illinois, and state and federal agencies is expected to accelerate deployment.
Additional portable micro-reactors (ZEUS, LOKI) are in development, benefiting from KRONOS' licensing progress.
Next NANO Nuclear Energy earnings date
Next NANO Nuclear Energy earnings date
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