Nuclear's Q3 ’25

Nuclear's Q3 ’25

Nuclear's Q3 ’25: US Fast-tracks Lift Projects; UK Locks Sizewell C Funding; Asia Backs Space Tech; Costs & Oversight Cap Outlook

Nuclear gained sharper visibility in Q3 2025 as policy, financing, and innovation converged, marking one of its most discussed quarters yet with 446 mentions tracked across Energy Considered’s Key Opinion Leader network. Most engagement came from Consulting firms and Mainstream Media, reflecting renewed strategic focus on Nuclear’s dual identity as both a geopolitical tool and a climate solution. In the US, new White House orders fast-tracked reactor restarts and Small Modular Reactor (SMR) approvals, while the UK advanced the £38 billion Sizewell C project under the Regulated Asset Base (RAB) model.

Meanwhile, Asia’s record $5.8 billion in space-tech investment expanded nuclear-electric propulsion concepts, further elevating the sector’s visibility. “Q3 marks Nuclear’s comeback as strategic energy infrastructure,” said Dr Elena Marquez (Head of Energy Strategy, European Climate Forum, Spain), adding that “visibility alone isn’t enough, execution discipline will define 2026.


Energy Considered’s metrics show rising confidence scores but persistent cost pressure indices, particularly in projects exposed to inflation and oversight delays. In the US, the fast- track orders reflect Washington’s bid to accelerate AI-era infrastructure and data centre energy demand, while also tightening oversight for nuclear propulsion under updated NEPA and NASA safety rules. “The US fast-track is valuable only if regulatory capacity keeps pace,” warned James Liu (Senior Nuclear Engineer, Pacific Energy Group, US), noting that multi-agency reviews could still dilute speed gains. In the UK, Sarah Morgan (Director of Infrastructure Finance, Green Atom Capital, UK) observed that “Sizewell C proves the RAB model can unlock capital, but political and cost stability are the real test.” Across Asia, record space-tech investment is tied to governments linking deep-space programs with energy sovereignty and defence innovation. Dr Hiroshi Tanaka (Chief Technology Officer, Orbit Systems Japan) hailed “nuclear propulsion as a 2030s frontier,” emphasizing that export- control compliance remains a near-term constraint.

Unlock Full Access to this Insight

To continue reading this briefing and explore deeper insights, register for access to our Energy Insights Portal. Inside, you’ll find:

  • Extended editorial briefings with in-depth analysis and empirical data drawn from 5,000 of the world’s most influential commentators on the energy industry on key issues shaping the energy sector.
  • Monthly and quarterly data identifying and tracking how energy industry leaders are engaging with critical topics.
  • In depth research explaining why energy industry leaders are engaging with these key issues and providing the context and framework for further exploration.
  • Quantitative primary research conducted with responses from energy industry leaders on our panel, providing unique answers to the issues affecting the global energy industry.
  • Power BI dashboards offering dynamic exploration of 5,000 energy key opinion leaders, social and digital narrative analysed against 14 strategic and tactical energy industry metrics.
  • Expert interpretation of what these issues really mean to the industry and what decisions can be taken on the back of unprecedented empirical evidence.
See our Solutions Get in Touch

Please to access exclusive research and data-driven analysis.

Nuclear's Q3 ’25: US Fast-tracks Lift Projects; UK Locks Sizewell C Funding; Asia Backs Space Tech; Costs & Oversight Cap Outlook - Quarter 3 2025

Case for tracking:

Nuclear gained sharper visibility as policy and culture converged in Q3 2025. In the U.S., Trump’s orders to fast-track reactor restarts and SMR approvals boosted projects like Palisades. But nuclear policy in the U.S. is not just about projects (like Palisades or SMRs) but also about regulatory capacity. If the NRC is strained or reshaped, that impacts safety oversight jobs, project timelines, and investor confidence.

The UK advanced financing for Sizewell C, cementing Europe’s nuclear comeback, while Asia expanded both civil reactors and space-propulsion concepts. Here, researchers are exploring nuclear thermal and nuclear-electric propulsion systems, designed to enable faster, more efficient deep-space travel compared to chemical rockets. At the same time, analysts warned that record 2024 output may not last, with aging plants, high costs, and cheaper renewables slowing momentum. Public opinion softened, with nuclear entering mainstream culture as a viable climate tool, but financing and safety debates remained barriers. Globally, Q3 showed nuclear as both a political symbol of energy sovereignty and a practical lever for jobs, investment, and long-term decarbonization.

Volume of Mentions from Energy Considered’s Key Opinion Leaders:

Unlock Full Access to this Insight

To continue reading this briefing and explore deeper insights, register for access to our Energy Insights Portal. Inside, you’ll find:

  • Extended editorial briefings with in-depth analysis and empirical data drawn from 5,000 of the world’s most influential commentators on the energy industry on key issues shaping the energy sector.
  • Monthly and quarterly data identifying and tracking how energy industry leaders are engaging with critical topics.
  • In depth research explaining why energy industry leaders are engaging with these key issues and providing the context and framework for further exploration.
  • Quantitative primary research conducted with responses from energy industry leaders on our panel, providing unique answers to the issues affecting the global energy industry.
  • Power BI dashboards offering dynamic exploration of 5,000 energy key opinion leaders, social and digital narrative analysed against 14 strategic and tactical energy industry metrics.
  • Expert interpretation of what these issues really mean to the industry and what decisions can be taken on the back of unprecedented empirical evidence.
See our Solutions Get in Touch

Please to access exclusive research and data-driven analysis.