Daily Energy SMR Watch leads checked — 2026-09-02

Selected for publication:
- Prodigy Clean Energy / Pabineau First Nation / Eel River Bar First Nation Belledune TNPP proposal. Official company release dated 2026-09-01, paired with World Nuclear News and CBC New Brunswick reporting. New and substantive: up-to-50 MWe proposed transportable nuclear plant, First Nations ownership framing, New Brunswick LOI/offtake support claim, early-2030s target, licensing/site-selection gates still ahead.

Checked but skipped / not selected today:
- NuScale / MillenniTEK boron-oxide pellets: real company/manufacturing milestone but narrower supply-chain component story and issuer-heavy; not as public-interest strong as the Canadian Belledune project.
- Broad SMR/data-center commentary and tracker pages: useful context, but many are analysis/aggregators, not a new official development.
- Older Army Janus and HALEU items: already covered by Managing Expectations Energy in recent source cards.