@Kody__Rogers@NuScale_Power I guess milestone2 is coming. Do u know how much NS have to pay? Maybe we can roughly estimate the potential order size by taking milestone2 cost and 1 year opex out of the balance sheet?
WAR ONCE DIVIDED THESE THREE NATIONS. NOW THEY'RE WORKING ON BUILDING NUCLEAR REACTORS TOGETHER IN WASHINGTON
THE WASHINGTON CONVENING
· Oppenheimer Energy hosted a delegation of Japanese and Korean nuclear supply chain and construction partners in Washington, D.C. last week, describing the group as close U.S. allies and company partners.
· The company says the visiting expertise met a genuinely welcoming American policy environment, with the U.S. government encouraging both domestic industry and allied participation in a durable resurgence of abundant nuclear energy.
· The group is seen photographed around the Department of Energy seal, and the moment is framed as nations once divided by war now building the next generation of peaceful nuclear energy side by side.
OE READ: The timing is the story. This convening landed the same week Washington, Tokyo, and Seoul signed a trilateral memorandum in Ankara to deploy SMRs in third countries, and ministerial paper only becomes steel when private players wire the industrial relationships together. Korean construction discipline and Japanese heavy component capacity are exactly what the American buildout is short on.
Who turns these handshakes into purchase orders first?
@Kody__Rogers@ENTRAone@NuScale_Power TVA is a regulated utility that requires a bunch of bureaucracy to build a nuclear power plant. So IPP, or unregulated utility, builds the power plant and connects with other grid. This case, ENTRA1 is the IPP and TVA only provides grid once ENTRA1 builds the power plant.