NANO Nuclear Energy (NNE) 17th Annual LD Micro Main Event Conference summary

Industry context and market opportunity

• Significant government and private sector push to rebuild nuclear infrastructure due to energy security and AI/data center demand.

• U.S. faces capability gaps from past reliance on Russian nuclear material, prompting billions in DOE funding.

• Micro-reactors target remote, diesel-dependent markets, offering a trillion-dollar opportunity.

• Micro-reactors can be deployed in locations where traditional energy sources are unfeasible.

• Global interest is rising, especially from island nations and African countries seeking reliable power.

Technology development and product strategy

• Two micro-reactor designs, Zeus and Odin, were developed for complementary applications: Zeus for higher process heat, Odin for scalable, cost-effective deployment.

• Both designs focus on passive safety, transportability, and minimal operational staffing.

• Each reactor outputs about 5 MW thermal (1–1.5 MW electric), constrained by ISO container size.

• Odin is likely to be the first prototype due to higher technology readiness and lower cost.

• Electromagnetic pump technology acquired to simplify reactor design and reduce costs.

Supply chain and business diversification

• Identified U.S. fuel supply gaps, leading to investment in enrichment and fuel fabrication facilities.

• Established a unique HALEU fuel fabrication facility and joined the DOE's HALEU Consortium.

• Developed commercial-scale HALEU transportation technology, with former UPS executives leading the effort.

• Consultancy business being built to address industry personnel shortages and provide design services.

• Acquired a Tennessee facility for technical headquarters, integrating enrichment and reactor design teams.