Infrastructure Watch

Energy

Source-backed notes on nuclear power, SMRs, uranium, mining electrification, grid reliability and the electricity reality behind AI/data-center growth.

SMRs, Uranium and Firm Power

The Energy section tracks developments that matter when mining, industrial heat and data centers all need reliable power.

July 25, 2026 · Microreactors / DOE / data centers

Four U.S. Microreactors Hit Criticality

DOE says four reactor-pilot designs reached zero-power criticality. The milestone is real, but commercial electricity and data-center deployment are still separate gates.

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July 24, 2026 · SMRs / uranium / data centers

India, Saudi Arabia and the SMR Energy Watch

India’s five-SMR target, U.S.–Saudi nuclear cooperation, uranium supply and why firm low-carbon power matters for mining and AI/data centers.

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What gets tracked

SMR licensing, fuel contracts, uranium mines, nuclear PPAs, data-center power deals, industrial heat, grid constraints and official policy changes.