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Energy

Palisades Nuclear Restart and New SMR Plans Put Holtec — and Its Public Suppliers — in the Spotlight

Federal regulators reviewing small modular reactor plans at Palisades signals the nuclear buildout is moving from announcement to permitting reality.

Image: Money Racket
By at Money Racket·Jul 14, 2026

Federal regulators have begun reviewing plans to add small modular reactors at the Palisades nuclear plant in Michigan, which is already in the process of becoming the first U.S. nuclear plant to restart after a full shutdown. The NRC review of SMR plans at an active restart site is a meaningful procedural step — it means the project has cleared enough hurdles to warrant formal federal scrutiny.

Who cashes in: Holtec International, the owner of Palisades, is private — but its public suppliers benefit directly. Curtiss-Wright (CW) makes reactor components and instrumentation used in both conventional and advanced nuclear plants; an SMR buildout at Palisades is incremental revenue for its nuclear segment. BWX Technologies (BWXT) manufactures nuclear components and fuel and has explicitly positioned itself around the SMR opportunity. Centrus Energy (LEU) supplies enriched uranium fuel and is one of the few U.S.-listed names with direct exposure to new reactor fuel demand. On the construction and engineering side, Fluor (FLR) and AECOM (ACM) are the large contractors most likely to win civil construction work at a restarted and expanded site.

BWX Technologies and Curtiss-Wright are the clearest public-market ways to own the Palisades SMR story while Holtec itself stays private.

Who's exposed: Natural gas generators in the Midwest face long-term baseload competition if Palisades and future SMRs come online at scale. No single public company is acutely threatened by this specific filing, but the broader nuclear buildout narrative continues to pressure gas-heavy utilities in the region.

What to watch next: The NRC's formal acceptance of the SMR application for docketing — that's the gate that confirms the project is real enough to affect supplier backlogs. Also watch Centrus's next earnings call for any mention of Palisades fuel supply discussions.

Source: original report ↗

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