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Zoe Gittins

The State of Nuclear Energy in North America: Where the Industry Is Headed Next

By Insights

The State of Nuclear Energy in North America: Where the Industry Is Headed Next

Over the last decade, nuclear energy has moved from the sidelines back into serious policy, infrastructure, and economic conversations across North America.

Governments are revisiting long-term energy strategies, and utilities are reassessing grid reliability. Technology companies and large industrial operators are searching for stable, low-emissions power sources capable of supporting fast-growing demand.

What’s different this time around is that nuclear energy is no longer centred solely on large-scale reactors and distant megaprojects. Today, much of the momentum is being driven by growing interest in Small Modular Reactors (SMRs), energy security concerns, domestic supply chain resilience, and the realities of electrification across industries.

While challenges around regulation, cost, public trust, and deployment timelines remain very real, the direction of the industry is becoming increasingly difficult to ignore as countries work to build a dependable, diversified energy future.

Why Nuclear Energy Is Dominating the Conversation

For much of the early 2000s, the broader energy conversation in North America followed a relatively predictable trajectory. Natural gas expanded rapidly, and renewable technologies scaled quickly. Nuclear projects, meanwhile, were often viewed as politically difficult, expensive, and too slow-moving to compete.

Today, many of the assumptions that shaped that environment are changing.

Electricity demand is climbing again after years of relatively flat growth. Large-scale electrification, domestic manufacturing expansion, population growth, and the rapid rise of AI and data infrastructure are putting new pressure on grids across Canada, the United States, and the rest of the world. In many regions, utilities and governments are now confronting the reality: future energy systems will need to deliver not just low emissions, but dependable, large-scale power around the clock.

According to the International Energy Agency, electricity consumption is set to rise by a robust 3.3% in 2025 and 3.7% in 2026. While the latest forecasts for global electricity demand growth this year and next are a deceleration from the 4.4% surge recorded in 2024, they remain well above the 2015-2023 average.

Global electricity demand from data centres alone is expected to increase significantly over the next decade as AI adoption accelerates. At the same time, organizations like the U.S. Department of Energy and Natural Resources Canada have increasingly emphasized the importance of firm, reliable clean energy sources as countries work toward long-term decarbonization and energy security goals.

To clarify—nuclear energy is not being revisited because other technologies have failed, but because the scale and complexity of future energy demand is becoming harder to ignore. And increasingly, the conversation is no longer centred exclusively on traditional large-scale nuclear plants. Much of the momentum is now focused on how newer technologies—including Small Modular Reactors (SMRs)—could fit into a more flexible and diversified North American energy mix.

IEA (2025), Year-on-year percent change in global electricity demand, 1992-2026. Source: International Energy Agency.

Why Small Modular Reactors (SMRs) Are Driving Attention

Small Modular Reactors, or SMRs, have been at the centre of nuclear conversations lately. Unlike traditional nuclear facilities that are designed as massive, centralized infrastructure projects, SMRs are intended to be smaller, more flexible, and easier to deploy in a wider range of environments. While designs and applications vary, many SMR concepts are being developed with goals like reduced construction complexity, scalable deployment, improved safety systems, and the ability to support regions or industries that may not require large-scale conventional reactors.

That flexibility is a major reason governments, utilities, and private industry are paying attention.

Across North America, SMRs are increasingly being explored as a potential fit for:

  • growing industrial power demand,
  • remote and resource-based operations,
  • grid stabilization,
  • replacing retiring fossil fuel infrastructure,
  • and supporting long-term decarbonization goals without sacrificing reliability.

But SMRs are still in the early stages of broader commercialization. Questions around licensing, financing, supply chains, workforce development, and deployment timelines remain central to the industry’s future. Despite that, the conversation has slowly shifted from whether SMRs are worth exploring to how they will fit into the energy mix.

Regions Leading Nuclear Energy in North America

While nuclear momentum is growing across North America broadly, a handful of regions are emerging as particularly important centres of activity.

In Canada, much of the early SMR momentum has been concentrated in provinces with strong industrial economies, existing energy expertise, and increasing pressure to secure long-term reliable power. Ontario, for example, has positioned itself as one of the continent’s most active SMR development hubs, including plans around the Darlington New Nuclear Project

Other provinces including Saskatchewan, Alberta, and New Brunswick have all participated in collaborative SMR development initiatives, reflecting growing national interest in the technology’s long-term potential. The Canadian government has also positioned SMRs as part of its broader clean energy and economic development strategy through initiatives like the Canadian SMR Roadmap and SMR Action Plan.

In the United States, momentum is also accelerating through federal investment, advanced reactor programs, utility partnerships, and growing private sector demand for reliable clean power—particularly as electricity-intensive industries continue expanding. Activity is accelerating across several states including Tennessee, Wyoming, Texas, North Dakota and Virginia, which have seen growing investment and policy support tied to advanced nuclear development, fuel supply chains, research initiatives, and next-generation reactor deployment. 

Interest in nuclear energy is also expanding beyond traditional utility conversations. Large industrial operators, mining projects, remote communities, and energy-intensive sectors are beginning to evaluate where smaller-scale nuclear technologies could eventually support dependable power needs in regions where reliability, transmission limitations, or fuel logistics create ongoing challenges.

Technology companies and hyperscale data centre operators are also beginning to influence the conversation in new ways. As AI adoption accelerates, the demand for large-scale, reliable electricity is rising alongside it. For context: hyperscale AI centres can exceed 100 MW of electricity usage—equivalent to the annual electricity consumption of 100,000 households. Companies building massive data infrastructure are increasingly confronting the reality that future digital growth will require enormous amounts of stable power, which is a challenge that intermittent energy sources alone may struggle to fully address.

That dynamic is beginning to reshape how governments, utilities, and private industry think about long-term energy planning across North America.

map of regions leading nuclear energy in north america

 

What Still Needs to Happen Before Nuclear Scales

Despite the renewed momentum around nuclear energy and SMRs, the industry is still facing several hurdles before large-scale deployment becomes reality across North America. 

One of the biggest challenges is time.

Nuclear infrastructure operates on longer development timelines than many other energy technologies, particularly when projects involve complex licensing processes, environmental assessments, supply chain coordination, and major capital investment. While interest in advanced nuclear has accelerated quickly, building the supporting ecosystem around it will take sustained collaboration between governments, regulators, utilities, private industry, and local communities.

Public trust will also play a major role in shaping the pace of future development.

Across North America, conversations around nuclear energy are becoming more nuanced than they were even a decade ago. Many communities still have understandable questions around safety, waste management, environmental stewardship, and long-term accountability. As the industry evolves, transparency and community engagement will remain essential to building confidence around future projects.

Workforce readiness is another emerging challenge

Expanding nuclear capacity will require engineers, skilled trades, operators, researchers, manufacturers, and fuel supply expertise at a scale that North America is still working to rebuild after decades of relatively slow nuclear growth.

Still, many of the conditions driving renewed interest in nuclear energy are unlikely to disappear: 

  • electricity demand continues to rise;
  • governments are searching for reliable pathways toward lower-emissions energy systems;
  • industries requiring continuous, high-volume power are growing;
  • concerns around long-term energy security are increasingly shaping national infrastructure discussions.

For that reason, the conversation around nuclear energy is no longer centred only on whether the industry will evolve but how quickly North America can realistically build the systems, partnerships, and regulatory frameworks required to support it responsibly.

A New Chapter in North America’s Energy Future

It’s clear that North America’s energy landscape needs to evolve, and the scale of what comes next will require more than a single technology or solution. Meeting future demand while balancing reliability, affordability, emissions reduction, and energy security will depend on long-term collaboration between governments, regulators, utilities, industry, researchers, and local communities.

As momentum around SMRs, fuel innovation, and advanced nuclear development continues to grow across Canada and the United States, the next chapter of nuclear energy in North America will ultimately be shaped by how effectively organizations work together to move the industry forward responsibly.


Related Reading: 

How Nuclear Small Modular Reactors (SMRs) Are Designed And Regulated To Address Risk

By Insights

How Nuclear Small Modular Reactors (SMRs) Are Designed And Regulated To Address Risk

When people hear that a nuclear facility might be coming to their community, safety is usually the first question that comes to mind.

That’s because nuclear energy has a history that has given people legitimate reasons to ask hard questions, and those questions deserve honest answers.

But the conversation about nuclear safety has changed significantly in recent decades, and in ways that don’t always make it into headlines. The technology has evolved, the regulatory frameworks have deepened, and a newer class of reactor—the Small Modular Reactor (SMR)—has been designed from the ground up with a different philosophy toward risk than the nuclear plants that came before it.

This article aims to give you a clear, honest picture of how risk is addressed in modern nuclear SMR design and regulation—from the physics built into the reactor itself, to the independent oversight that continues across its entire operating life.

Understanding how safety works is the foundation for meaningful conversation about whether a project like this belongs in your community.

A Brief History of Nuclear Safety (And Why It Matters Today)

To understand where nuclear safety stands today, it helps to understand where it came from.

The first commercial nuclear power plants were built in the 1950s and 60s, during an era when the priority was proving that nuclear energy could work at scale. These were pioneering facilities, and like most pioneering technology, they were built with the knowledge and tools available at the time. Safety systems existed, but they were largely active systems—meaning they depended on mechanical components, electrical systems, and human intervention to function correctly under pressure.

Three events, across three decades, tested those systems in ways their designers hadn’t fully anticipated.

In 1979, a combination of equipment failure and operator error at Three Mile Island in Pennsylvania led to a partial meltdown—the most serious nuclear accident in US history. No direct deaths were attributed to radiation, but the event exposed real gaps in reactor design, emergency preparedness, and regulatory oversight, and fundamentally changed public trust in nuclear energy.

Seven years later, in 1986, the Chernobyl disaster in Soviet Ukraine became the defining nuclear event of the 20th century. A flawed reactor design, combined with a fatally mismanaged safety test, caused an explosion and fire that released radioactive material across much of Europe. The human and environmental toll was severe and long-lasting. Chernobyl didn’t just raise questions about nuclear safety. It demanded a reckoning with how reactors were designed, operated, and governed.

Then in 2011, the Fukushima Daiichi accident in Japan showed that even a well-regulated, modern facility could be overwhelmed by circumstances outside its design assumptions. A magnitude 9.0 earthquake, followed by a tsunami that exceeded the plant’s protective barriers, knocked out the cooling systems that the reactor depended on to stay stable. Three reactors melted down. No direct radiation fatalities occurred, but the evacuation of over 150,000 residents caused significant and lasting harm.

Each of these events was different in cause, context, and consequence. But together, they drove a fundamental shift in how the global nuclear industry approached the question of safety—not as something to be managed after the fact, but as something to be engineered out of the system from the start.

That shift is the foundation of how modern SMRs are designed today.

How SMR Design Addresses Risk Differently

The accidents described above share a common thread: in each case, the reactor’s safety depended on something external working correctly—a pump, a backup generator, a protective barrier, a human decision made under pressure. When those external factors failed, the consequences followed.

Modern SMR design starts from a different premise entirely. Rather than building a reactor and then layering safety systems on top of it, SMRs are engineered so that safe behaviour is built into the physics of the reactor itself. This approach is known as passive safety, and it represents one of the most significant shifts in nuclear design thinking in the technology’s history.

What Passive Safety Actually Means

In a traditional large reactor, keeping the nuclear fuel cool after the reactor shuts down requires active systems—pumps circulating coolant, power supplies keeping those pumps running, and operators monitoring and responding in real time. If any part of that chain breaks down, the risk of overheating increases.

Passive safety systems eliminate that dependency. Instead of relying on pumps and power, they use fundamental forces—gravity, natural convection, and the basic physical properties of the materials inside the reactor—to keep the fuel stable without any external input. Think of it less like a machine that needs to be actively controlled, and more like a system that naturally returns to a safe state when left alone.

In practical terms, this means that if an SMR loses power, loses its operators, or experiences an unexpected event, the reactor is designed to cool itself down without intervention.

Active vs passive safety

Smaller Scale, Smaller Consequence

The modular, compact nature of SMRs also changes the risk profile in a more straightforward way: there is simply less fuel in the core at any given time compared to a large conventional reactor. This means that even in a worst-case scenario, the potential scale of any release of heat or material is significantly smaller, and more manageable, than what older large-scale facilities would have presented. This is a deliberate design choice that directly reduces the upper boundary of what could go wrong.

Learning Built Into the Design

It’s also worth noting that SMRs aren’t designed in isolation. They are the product of decades of accumulated operating experience, incident analysis, and evolving international safety standards. The lessons of Three Mile Island, Chernobyl, and Fukushima are embedded in the engineering requirements, design reviews, and regulatory standards that every modern SMR must meet before it is approved to operate.

In this sense, the history outlined in the previous section isn’t separate from modern SMR design. It is part of what shaped it.

How SMRs Are Regulated

Good design is only part of the safety equation. The other part is independent oversight that ensures what is built, and how it operates, is verified by someone other than the people who built it.

In both Canada and the United States, nuclear facilities are among the most heavily regulated infrastructure in existence. The frameworks governing them have been built and refined over decades, and they require developers to meet rigorous technical, environmental, and safety standards before a single component goes in the ground, and continuously throughout the life of the facility.

Canada: The Canadian Nuclear Safety Commission

In Canada, nuclear regulation falls under the Canadian Nuclear Safety Commission, or CNSC. The CNSC is an independent federal agency—meaning it operates at arm’s length from both government and industry—whose mandate is to regulate the use of nuclear energy and materials to protect the health, safety, and security of Canadians and the environment.

For an SMR developer, earning the right to build and operate a facility is not a single approval. It is a staged process that unfolds over many years and includes multiple independent technical reviews. The CNSC’s licensing process moves through distinct phases, including site preparation, construction, operation, and eventually decommissioning, with separate regulatory review and approval required at each stage. A project cannot advance from one phase to the next without satisfying the requirements of the one before it.

The CNSC also offers a pre-licensing Vendor Design Review process, which allows reactor designers to have their technology assessed against Canadian regulatory requirements before a specific project is proposed. This step, while voluntary, is an important signal of regulatory readiness—and several SMR developers, including those working with technology relevant to the Canadian market, have already engaged in this process.

The United States: The Nuclear Regulatory Commission

In the United States, that independent oversight role belongs to the Nuclear Regulatory Commission, or NRC. Like the CNSC, the NRC operates independently of the federal government’s energy policy interests, with a specific mandate focused on safety and environmental protection.

The NRC’s licensing process for new nuclear facilities is similarly staged and rigorous. Developers must demonstrate, through extensive documentation and independent technical review, that their design is safe, that the proposed site is suitable, and that the applicant is qualified to build and operate the facility. Public participation is built into the process, including opportunities for community members and interveners to raise concerns and have them formally considered.

In recent years, the NRC has also developed updated regulatory frameworks specifically designed to accommodate advanced reactor designs, including SMRs. This reflects a recognition that the regulatory system itself must evolve alongside the technology it oversees while maintaining the same standard of independent scrutiny.

What SMR Regulation Requires

It’s worth being specific about what these processes demand in practice. Before an SMR can be licensed to operate, the developer must demonstrate:

  • That the reactor design meets established safety standards, including the ability to shut down safely under a range of accident scenarios
  • That the proposed site has been assessed for environmental, seismic, and community impact
  • That emergency planning is in place and has been reviewed with local authorities
  • That the applicant has the financial, technical, and organizational capacity to build and operate the facility responsibly

These are not self-reported assurances. They are independently verified by technical staff at the CNSC or NRC, through a process that is documented, transparent, and open to public scrutiny.

Regulation doesn’t guarantee that nothing will ever go wrong. What it does is ensure that every reasonable step has been taken to understand and address risk before a facility ever comes online, and that an independent authority, not the developer, makes that determination.

Safety Doesn’t Stop at Startup

Regulatory approval to build and operate a nuclear facility is not the finish line, but rather the beginning of an ongoing relationship between the developer, the regulator, and the community. Once an SMR is operating, the oversight framework that governed its design and construction continues in full force, with regular inspections, mandatory reporting, and independent monitoring throughout the facility’s operating life.

This includes continuous environmental monitoring around the site, routine safety performance reviews, and requirements to report any abnormal event—no matter how minor—to the regulator. Neither the CNSC nor the NRC waits for problems to surface. Both agencies conduct scheduled and unannounced inspections, and both maintain the authority to order operational changes or shutdowns if safety standards are not being met.

It’s also worth noting that while SMR development is still in its early stages across the globe, the technology is picking up speed. Russia’s Akademik Lomonosov, the world’s first floating nuclear power plant, began commercial operation in 2020, and China connected its pebble-bed modular reactor to the grid in 2021—both operating under active regulatory oversight.

Looking further ahead, the same regulatory discipline extends to the end of a facility’s life. Decommissioning—the process of safely shutting down and dismantling a facility after its operating years—is planned and funded from the outset. Regulators require developers to demonstrate, before a licence is ever granted, that a credible and financially secured decommissioning plan exists.

What “Addressing Risk” Means

No energy source is without risk. Coal mines have accidents, gas pipelines fail, and wind turbines require workers at significant heights. The honest question isn’t whether nuclear energy carries risk, but how that risk compares, and how it is managed.

The data here is worth stating plainly. According to Our World in Data, nuclear energy results in 99.8% fewer deaths than coal and 97.6% fewer deaths than gas, even when the full toll of historic accidents like Chernobyl and Fukushima is factored in. Wind, solar, and nuclear are the safest energy sources by a significant margin, each responsible for fewer than 0.1 deaths per terawatt-hour of electricity produced, compared to roughly 25 deaths per terawatt-hour for coal. That data is sourced from peer-reviewed research and includes accidents, air pollution, and supply chain impacts.

death rates from accidents in energy

Data sourced from Our World In Data: https://ourworldindata.org/nuclear-energy

Understanding Before Alignment

The information presented in this article doesn’t mean concerns about nuclear energy are unfounded, but that they deserve to be weighed against the full picture. The goal of SMR design and regulation isn’t to eliminate all conceivable risk, because no technology can honestly make that promise. It is to identify risk clearly, design around it rigorously, regulate it independently, and monitor it continuously across the full life of the facility.

If you’d like to learn more about SMRs and how they are shaping our energy future, follow Nucleon Energy on LinkedIn.