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RE: LeoThread 2025-11-02 14-20

in LeoFinancelast month

Part 10/14:

  • Japanese Heavy Industry: Companies like Mitsubishi, Toshiba, and IHI benefit from large-scale participation in the U.S. nuclear market, including access to engineering, procurement, and upcoming construction projects.

  • Fermy America: Led by former Secretary of Energy Rick Perry, Fermy America aims to develop four AP-1000 reactors. The enhanced financing and policy support available from this initiative could accelerate their plans and benefit their existing project in Texas.

  • Utilities & Data Centers: Utilities, especially those with a focus on AI data centers requiring reliable, carbon-free power, stand to benefit from having an assured supply of advanced reactors, like the partially built South Carolina VC Summer project.

Potential Challenges and Risks