# Daily Energy SMR Watch leads checked — 2026-09-06

Selected for publication:
- Raven-Flint Nuclear / uranium conversion: official company release (August 31), ANS Nuclear Newswire follow-up (September 4), GAIN/INL voucher page, NRC letter-of-intent record. New substantive development beyond prior broad Launch Pad coverage: company-reported UF6 production without elemental fluorine, company-reported NRC docketing of an engineering-scale uranium R&D licence application, and a 500 tU/year Torch pilot-plant target.

Checked but skipped / not selected today:
- NuScale / MillenniTEK boron-oxide pellets: real company manufacturing milestone from September 1, but issuer-heavy and narrower than the front-end fuel-cycle bottleneck story. Kept as watch lead.
- Studsvik / GE Vernova Hitachi / Samsung C&T Swedish BWRX-300 consortium: already covered locally as `studsvik-bwrx300-sweden-smr-consortium-source-card.html`.
- Broad nuclear-stock and data-center nuclear listicles: useful sentiment/context but not official infrastructure milestones.
- U.S. Air Force ANPI site/vendor items: substantive but April 2026 items and adjacent to the already covered Army Janus microreactor package.