# Energy SMR Watch lead scan — 2026-09-04

Checked beats:
- SMR / small modular reactor developments after 2026-09-02
- advanced nuclear deployment gates after 2026-09-02
- uranium / HALEU / fuel supply after 2026-09-02
- data-center firm power / nuclear pairings after 2026-09-02

Selected:
- Studsvik / GE Vernova Hitachi / Samsung C&T four-unit BWRX-300 Sweden consortium. Official releases dated September 3, 2026; World Nuclear News trade reporting also dated September 3, 2026.

Skipped / watch:
- Rolls-Royce SMR / Siemens Energy UK turbine-component manufacturing: useful supply-chain lead, but less complete source stack than Studsvik and partly an execution/vendor item rather than a full project structure.
- TerraPower August 31 / September 2 Natrium supplier awards: substantive, but the Energy page recently covered TerraPower/Korea and Standard Nuclear fuel gates; retained as a watch lead to avoid over-clustering Natrium supply-chain cards.
- Aalo / Crusoe nuclear-powered AI factory: official item appears July 30 with later search recirculation; not fresh enough for today's new-source card.
- NucNet-only September 3 leads: some were paywalled/snippet-only and not selected without a stronger official accessible source.