AI
Wednesday, January 11, 2023 1:40:00 PM
Customer Opportunity as of Jan 2023
For now, they have two commitments:
* UAMPS (Utah)
* RoPower (Romania)
I think the next one will be KGHM in Poland. After that, it's a bit less clear, so another 2 to identify from the list above.
The above slide also shows the global reach of NuScale. I would not be surprised if going abroad - with the help of the US DOE in some cases - would prove to the entire process and help greatly for the US market. Some countries, like eastern Europeans ones, need to wean off Russia oil&gaz. Those may accelerate once the concept keeps being proven by actual process milestones leading to full deployment and operations.
For now, they have two commitments:
* UAMPS (Utah)
* RoPower (Romania)
I think the next one will be KGHM in Poland. After that, it's a bit less clear, so another 2 to identify from the list above.
The above slide also shows the global reach of NuScale. I would not be surprised if going abroad - with the help of the US DOE in some cases - would prove to the entire process and help greatly for the US market. Some countries, like eastern Europeans ones, need to wean off Russia oil&gaz. Those may accelerate once the concept keeps being proven by actual process milestones leading to full deployment and operations.
Bullish
