Appendix Supporting Evidence

[S01] Vogtle Unit 4 enters commercial operation

Publisher Georgia Power. Published 2024-04-29. Event 2024-04-29. Period Unit 3: 2023-07-31; Unit 4: 2024-04-29. Location main announcement paragraphs 1-3; forward-looking note. Scope Georgia, United States; units dates; years.

Confirms operating dates and operator identity. Expected service life is forward-looking; achieved lifetime and returns are not established.

https://www.georgiapower.com/news-hub/press-releases/vogtle-unit-4-enters-commercial-operation.html

[S02] Form 8-K, Item 8.01 Other Events, Southern Company and Georgia Power

Publisher Southern Company / Georgia Power, filed with SEC. Published 2024-04-29. Event 2024-04-29. Period 2024-04-29. Location Item 8.01; signatures. Scope Georgia, United States; units date.

Same-day securities filing corroborates Unit 4 entering service. It does not establish costs, profit or future performance.

https://www.sec.gov/Archives/edgar/data/92122/000009212224000039/so-20240429.htm

[S03] Plant Vogtle Unit 4 Achieves Commercial Operation

Publisher Bechtel. Published 2024-04-29. Event 2017 and 2024-04-29. Period Vogtle construction through 2024. Location announcement; Background. Scope United States; units workers; dates.

Supports Bechtel's 2017 appointment and project staffing. Project figures and supplier assessments cannot establish global industry outcomes.

https://www.bechtel.com/press-releases/plant-vogtle-unit-4-achieves-commercial-operation/

[S04] 9 Notable Facts About the World’s First Nuclear Power Plant - EBR-I

Publisher US Department of Energy, Office of Nuclear Energy. Published 2019-06-18. Event 1951-12-20; 1954. Period historical milestones. Location facts 1-3. Scope United States and former USSR; units watts; megawatts; dates.

Supports EBR-I's 1951 usable-electricity milestone. This definition differs from national-grid supply and full-scale commercial generation.

https://www.energy.gov/ne/articles/9-notable-facts-about-worlds-first-nuclear-power-plant-ebr-i

[S05] International Conference on Fifty Years of Nuclear Power - the Next Fifty Years, IAEA-CN-114, Announcement and Call for Papers

Publisher IAEA. Published undisclosed; conference held 2004-06-27 to 2004-07-02. Event 1954-06. Period 1954 milestone. Location PDF page 1, Background. Scope Obninsk, former USSR; units year and month.

Undated announcement for a 2004 conference supports the June 1954 grid milestone. It does not establish a specific day.

https://www-pub.iaea.org/Mtcd/Meetings/PDFplus/2004/cn114ann.pdf

[S06] History made as final fuel leaves iconic nuclear plant

Publisher Sellafield Ltd / UK Nuclear Decommissioning Authority. Published 2019-09-03. Event 1956; 2003; 2011; 2019-09. Period 1956-2019 operating and defuelling lifecycle. Location announcement paragraphs; decommissioning details. Scope United Kingdom; units years; fuel rods; dates.

Documents Calder Hall's generation, defuelling and subsequent stages. Completed fuel removal does not establish completed decommissioning.

https://www.gov.uk/government/news/history-made-as-final-fuel-leaves-iconic-nuclear-plant

[S07] History of the International Atomic Energy Agency: The First Forty Years

Publisher David Fischer, published by IAEA. Published 1997-09. Event 1960s-1995. Period historical retrospective through 1997. Location printed pages 146-147 and 158; PDF pages 158-159 and 170; copyright PDF page 8. Scope global, with advanced-economy examples; units years; qualitative history.

Historical research supports commercialization and order cycles. The author does not represent IAEA; old forecasts are not current data.

https://www-pub.iaea.org/MTCD/Publications/PDF/Pub1032_web.pdf

[S08] 5 Facts to Know About Three Mile Island

Publisher US Department of Energy, Office of Nuclear Energy. Published 2022-05-04. Event 1979-03-28. Period 1979 accident and aftermath. Location facts 2 and 4. Scope United States; units date.

DOE's retrospective supports accident mechanisms and training changes. The inaccessible NRC page and additional health conclusions are excluded.

https://www.energy.gov/ne/articles/5-facts-know-about-three-mile-island

[S09] The Chernobyl Accident: Updating of INSAG-1, Safety Series 75-INSAG-7

Publisher International Nuclear Safety Advisory Group / IAEA. Published 1992-11. Event 1986-04-26. Period 1986 accident reviewed by 1992. Location Introduction; conclusions; Annex I printed pp. 85-88 (PDF pp. 95-98); copyright PDF p.4. Scope former USSR / Ukraine; units date; qualitative safety assessment.

INSAG-7 supports design, regulation and safety-culture findings. The accident investigation does not characterize every reactor design.

https://pub.iaea.org/MTCD/publications/PDF/Pub913e_web.pdf

[S10] The Fukushima Daiichi Accident, Technical Volume 2: Safety Assessment

Publisher IAEA. Published 2015-08. Event 2011-03-11. Period 2011 accident; investigation through 2015. Location Introduction pp.1-2; sections 2.1.7-2.1.8 and 2.2.14; PDF pp.12-13, 57-61, 92. Scope Japan; lessons relevant globally; units date; qualitative safety functions.

The 2015 technical volume supports external-event and defence findings. It provides neither present accident probabilities nor legal blame allocation.

https://www-pub.iaea.org/MTCD/Publications/PDF/AdditionalVolumes/P1710/Pub1710-TV2-Web.pdf

[S11] Convention on Nuclear Safety: Introduction to the CNS and Its Associated Rules of Procedure and Guidelines

Publisher IAEA. Published 2017-01. Event 1994-06-17; 1996-10-24. Period historical treaty adoption and entry into force. Location CNS Brochure Introduction, printed page 2; cover January 2017. Scope contracting parties globally; units dates.

The 2017 brochure supports treaty dates and obligation scope. Historical party counts are not presented as current.

https://www.iaea.org/sites/default/files/19/09/19-00679e_web_cns.pdf

[S12] Update on the Flamanville EPR

Publisher EDF. Published 2022-12-16. Event 2022-12-16 schedule/cost update. Period project forecast at 2022-12-16. Location opening paragraphs; industrial milestones; footnote 2. Scope France; units billion EUR, 2015 prices, excluding interim interest.

Supports the 2022 estimate and weld-process issue. EUR 13.2 billion uses 2015 prices, excluding construction-period interest; final costs are unproven.

https://www.edf.fr/groupe-edf/espaces-dedies/journalistes/tous-les-communiques-de-presse/point-dactualite-sur-lepr-de-flamanville

[S13] Update on the Flamanville EPR: the reactor produces its first electrons on the national electricity grid

Publisher EDF. Published 2024-12-21. Event 2024-12-21. Period first nuclear reaction 2024-09-03; first grid connection 2024-12-21. Location announcement paragraphs 1-4. Scope France; units MW; dates; local time.

Supports first grid connection and further testing in December 2024. It does not establish full-power or sustained performance.

https://www.edf.fr/en/the-edf-group/dedicated-sections/journalists/all-press-releases/update-on-the-flamanville-epr-the-reactor-produces-its-first-electrons-on-the-national-electricity-grid

[S14] Ageing Management and Development of a Programme for Long Term Operation of Nuclear Power Plants, SSG-48

Publisher IAEA. Published 2018-11. Event not applicable. Period technical safety guide. Location Original PDF printed pp. 1-3, 47, 55-61; paras 1.2, 5.67, 7.13-7.39. Both PDF and IAEA online edition were actually read.. Scope global technical guidance; units neutron fluence; fatigue criteria; no market units.

Supports ageing assessments and auditable documentation. Technical guidance does not substitute for plant-specific regulatory permission.

https://www-pub.iaea.org/MTCD/Publications/PDF/P1814_web.pdf

[S15] NRC Renews Browns Ferry Operating License, No. 25-065

Publisher US Nuclear Regulatory Commission. Published 2025-12-12. Event 2025-12-12. Period licence renewal review safety July 2025, environment August 2025. Location one-page announcement. Scope United States; units operating years; dates.

Supports Browns Ferry's 2025 permissions and reviews. Plant-specific permission cannot establish 80-year operation for all reactors.

https://ww2.nrc.gov/sites/default/files/cdn/doc-collection-news/2025/25-065.pdf

[S16] What are Small Modular Reactors (SMRs)?

Publisher Joanne Liou, IAEA. Published 2023-09-13. Event 2020-05 commercial operation example. Period status as of 2023 article. Location definition; Advantages; What is the status of SMRs?. Scope global; units MW(e) per unit.

The 2023 article supports SMR definition, examples and economic uncertainty. Historic design counts are not current totals.

https://www.iaea.org/newscenter/news/what-are-small-modular-reactors-smrs

[S17] Biden-Harris Administration Announces 6 Contracts to Spur America’s Domestic HALEU Supply Chain as Part of Investing in America Agenda

Publisher US Department of Energy, Office of Nuclear Energy. Published 2024-10-08. Event 2024-10-08. Period framework awards announced 2024. Location announcement paragraphs; six awardees; contract terms. Scope United States; units USD; contract years.

Supports six 2024 deconversion frameworks. Contract ceilings and eligibility establish neither material delivery nor realised revenue.

https://www.energy.gov/ne/articles/biden-harris-administration-announces-6-contracts-spur-americas-domestic-haleu-supply

[S18] Sizewell C gets green light with final investment decision

Publisher UK Department for Energy Security and Net Zero. Published 2025-07-22. Event 2025-07-22. Period FID July 2025; estimated construction cost at 2024 prices. Location financing explanation; Notes to editors. Scope United Kingdom; units billion GBP, 2024 prices.

Supports Sizewell C's decision, financing and target. Costs in 2024 prices and projected benefits are not realised results.

https://www.gov.uk/government/news/sizewell-c-gets-green-light-with-final-investment-decision

[S19] Nuclear Power in a Clean Energy System

Publisher IEA. Published 2019-05. Event not applicable. Period IEA 2019 report using fleet status circa 2018. Location Policy and regulatory decisions; ageing reactors; security. Scope global advanced economies; units years; GW; qualitative assessment.

The 2019 report informs ageing-fleet history. Its capacity and average-age figures are not treated as current.

https://www.iea.org/reports/nuclear-power-in-a-clean-energy-system

[S20] The Path to a New Era for Nuclear Energy, Executive Summary

Publisher IEA. Published 2025-01-16. Event not applicable. Period 2025 report; 2017-2024 starts; forecast scenarios to 2050. Location Diversifying supply chains; financing; cash-flow visibility. Scope global; units GW; USD; years; percentages.

Supports financing and enrichment concentration in 2025. Capacity, revenue and future scenarios measure different things.

https://www.iea.org/reports/the-path-to-a-new-era-for-nuclear-energy/executive-summary

[S21] Bechtel and USC Partner to Build South Carolina’s Nuclear Workforce

Publisher Bechtel / University of South Carolina partnership announcement. Published 2026-10-06. Event 2026-10-06. Period programme announcement as of cutoff. Location announcement and fund objectives. Scope South Carolina, United States; units programme; date.

Supports the October 2026 workforce programme. Graduate numbers, resolved shortages and productivity gains are not demonstrated.

https://www.bechtel.com/press-releases/bechtel-and-usc-partner-to-build-south-carolinas-nuclear-workforce/

[S22] Bechtel and TerraPower Begin Construction at Natrium Kemmerer Unit 1

Publisher Bechtel. Published 2026-04-23. Event 2026-04-23. Period project milestone April 2026. Location opening announcement; early works and field execution. Scope Wyoming, United States; units date; construction stage.

Supports April 2026 construction progress and EPC role. Commercial operation, competitive cost and regulatory firsts are not established.

https://www.bechtel.com/press-releases/bechtel-and-terrapower-begin-construction-at-natrium-kemmerer-unit-1/

[S23] Advantages and Challenges of Nuclear Energy

Publisher US Department of Energy, Office of Nuclear Energy. Published 2024-06-11. Event not applicable. Period 2024 explanatory snapshot. Location Used Fuel Transportation, Storage and Disposal. Scope United States; units qualitative policy and project planning.

The 2024 US explanation supports spent-fuel planning and community involvement. Global policy uniformity and completed disposal are unproven.

https://www.energy.gov/ne/articles/advantages-and-challenges-nuclear-energy

[S24] 60 years since the day that changed the nuclear industry

Publisher Sellafield Ltd, published on GOV.UK. Published 2016-10-17. Event 1956-10-17. Period 1956 opening milestone. Location opening paragraph and dated milestone. Scope United Kingdom; units dates.

Supports Calder Hall's 1956 opening. The article's conflicting, unqualified first-grid claim is excluded.

https://www.gov.uk/government/news/60-years-since-the-day-that-changed-the-nuclear-industry

[V01] 2025 Annual Report

Publisher Cameco. Published Not stated. Event 2025-12-31. Period FY2025 and year-end commitments. Location Operational and marketing performance; Fuel services; Contracting. Scope Global / Canadian operations; units million kgU of UF6.

Year-end conversion-service commitments totalled about 83 million kgU of UF6; Westinghouse participates as a subcontractor in the KHNP-led Dukovany project and has fuel-fabrication responsibilities for a specified period. Limit: Conversion kgU differs from enrichment SWU; the page does not state its publication date; Cameco's ownership-share figures are not Westinghouse's 100% revenue.

https://www.cameco.com/invest/financial-information/annual-reports/2025

[V02] Management discussion and analysis for the quarter ended June 30, 2026

Publisher Cameco / SEC filing. Published Not stated. Event 2026-07-30. Period Q2 and H1 2026; information as of July 30, 2026. Location pp.31-33; Westinghouse 2026 Q2 updates; Operating Plants Business. Scope Global; units years; customer reactor coverage.

Westinghouse Operating Plants includes engineered equipment, reactor services and fuel products and services; Most recurring business is secured in advance under contracts lasting three to more than ten years; Cameco Fuel Services includes UO2, UF6 and heavy-water-reactor fuel bundles. Limit: Management's recurring-business description does not guarantee quarterly growth; customer coverage is not exclusive market share; illustrative economics in this section are not forecasts or guidance; publication date not independently verified.

https://www.sec.gov/Archives/edgar/data/1009001/000119312526326768/d125942dex992.htm

[V03] Framatome reports 2025 financial results

Publisher Framatome. Published 2026-03-04. Event 2025-12-31. Period FY2025. Location Financial results table and commentary; Installed Base; I&C; footnote. Scope Global; units EUR million.

2025 revenue was EUR 5,399 million, new orders EUR 5,924 million and EBITDA EUR 665 million; Growth involved EPR projects, fuel, I&C and installed-base services; Major-component work included North America and South Africa; replacement of four steam generators at Flamanville 2 began in November 2025. Limit: Use Framatome's own reporting perimeter; its footnote identifies EUR 641 million under EDF reporting, which must not be mixed with EUR 665 million; avoid the potentially stale ownership boilerplate.

https://www.framatome.com/medias/framatome-reports-2025-financial-results/

[V04] Full year 2025 audited financial results

Publisher Urenco. Published 2026-03-12. Event 2025-12-31. Period FY2025 and 2025 year-end. Location Financial highlights and Outlook and Order Book. Scope Global; facilities in four countries; units EUR million / EUR billion.

2025 revenue was EUR 2,096.2 million and the year-end order book EUR 21.3 billion; Contracted orders extend into the 2040s. Limit: The order book spans multiple years rather than current revenue; exchange rates affect its euro value; it is not reactor-equipment revenue or global equipment market share.

https://www.urenco.com/news/global/2026/full-year-2025-audited-results

[V05] 2025 annual results

Publisher Orano. Published 2026-02-20. Event 2025-12-31. Period FY2025. Location Annual results financial highlights. Scope Global; units EUR million.

2025 group revenue was EUR 5,138 million; A one-off Japanese-utility back-end contract contribution raised the 2024 comparison base; Revised end-of-lifecycle estimates affected 2025 adjusted earnings. Limit: The group includes mining and other activities; group revenue and its annual change do not measure the reactor-maintenance market.

https://www.orano.group/en/news/news-group/2026/february/annual-results-2025

[V06] Annual Activity Report 2025, review of key figures by business segment

Publisher Orano. Published Not stated. Event 2025-12-31. Period FY2025. Location Printed p.56; section 2.5.2.5; online page 56. Scope Global; units EUR million.

Segments comprise Mining, Front End (Chemistry and Enrichment), and Back End (Recycling, Nuclear Packages and Services, Dismantling and Services, Engineering); Back End revenue was EUR 2,352 million in 2025. Limit: Back End includes recycling, packages and engineering and is not pure decommissioning revenue; publication date is not displayed.

https://www.orano.group/finance-raa/2025/en/56/

[V07] BWX Technologies 2025 Form 10-K

Publisher BWX Technologies / SEC. Published 2026-02-23. Event 2025-12-31. Period FY2025; year-end backlog. Location pp.2-4, 36-37, 64-65 and 90-91; Business; Backlog; Note 3; Segment reporting; signed February 23, 2026. Scope Global; commercial utility exposure primarily Canada; units USD million.

Commercial Operations revenue was USD 853.070 million in 2025, with approximately USD 1,720 million in year-end backlog; The segment supplies heavy nuclear components, fuel, engineering and maintenance and also includes medical isotope and pharmaceutical-related activities; Kinectrics acquisition closed on May 20, 2025 and entered Commercial Operations; Commercial contracts include fixed-price and time-and-materials arrangements, with large custom-component and service revenue generally recognised over time. Limit: Commercial Operations is not pure civilian nuclear-power revenue; acquisitions affect growth; government and naval nuclear work is separate; backlog methodology need not match peers; date is the report signature date.

https://www.sec.gov/Archives/edgar/data/1486957/000148695726000007/bwxt-20251231.htm

[V08] BWX Technologies Reports Second Quarter 2026 Results

Publisher BWX Technologies. Published 2026-08-03. Event 2026-06-30. Period Q2 and H1 2026; June 30 backlog. Location Exhibit 4, segment revenues and backlog; revenue commentary. Scope Global; commercial nuclear and nuclear medicine; units USD million.

Commercial Operations revenue was USD 586.158 million in H1 2026; The segment's June 30 backlog was USD 1,600.454 million; Q2 growth included nuclear components, field services, fuel handling, medical activities and Kinectrics. Limit: Interim results are unaudited, include medical activities and acquisition effects, and should not be annualised by simple doubling.

https://investors.bwxt.com/news-releases/news-release-details/bwx-technologies-reports-second-quarter-2026-results

[V09] Curtiss-Wright Reports Fourth Quarter and Full-Year 2025 Financial Results

Publisher Curtiss-Wright. Published 2026-02-11. Event 2025-12-31. Period FY2025. Location Condensed consolidated statements; Naval & Power and end-market commentary. Scope Global; units USD million.

2025 group sales were USD 3,498.372 million; Naval & Power sales were USD 1,503.002 million; Commercial nuclear solutions grew, while the segment also includes naval and process-industry activities. Limit: Neither figure is pure nuclear-power equipment-and-service revenue; total orders and backlog also include aerospace, defence and other business.

https://curtisswright.com/news/press-releases/news-release-details/2026/Curtiss-Wright-reports-fourth-quarter-and-fullyear-2025-financial-results-fullyear-2026-outlook-reflects-higher-sales-operating-margin-expansion-doubledigit-eps-growth-and-strong-free-cash-flow

[V10] Naval & Power

Publisher Curtiss-Wright. Published Not stated. Event Not separately stated. Period Current business description viewed 2026-10-13. Location Commercial nuclear discussion. Scope Global; units Products; no comparable market-share denominator.

Supplies reactor-coolant-pump technology for AP1000; Provides nuclear products, parts, I&C, testing, field and obsolescence support, alongside defence nuclear business. Limit: Installed-product coverage and self-described leadership do not establish exclusive revenue market share; no publication date is shown.

https://curtisswright.com/organization/naval-power

[V11] Doosan Enerbility Signs Steam Turbine Contract with Doosan Skoda Power for Czech Nuclear Power Plant

Publisher Doosan Enerbility. Published 2026-02-19. Event 2026-02-16. Period Contract for Dukovany units 5 and 6. Location News, paragraphs 1-4. Scope Czech Republic; South Korea; units KRW billion; two sets.

A contract of about KRW 320 billion covers two steam-turbine and turbine-control-system sets for Dukovany 5 and 6; The counterparty is Czech subsidiary Doosan Skoda Power; ceremony held February 16, 2026; KHNP signed the principal project contract in June 2025. Limit: An intra-group contract cannot simply be added as sales of both companies; contract value is not current-year revenue or proof of commissioning.

https://www.doosanenerbility.com/en/about/news_board_view?id=21000799&page=0&pageSize=9

[V12] Large-Scale Nuclear Components / MMIS

Publisher Doosan Enerbility. Published Not stated. Event Not separately stated. Period Business catalogue viewed 2026-10-13. Location Large-Scale Nuclear Components and MMIS. Scope Global; units Product categories.

Products include reactor and internals, steam generators, coolant pumps, pressurisers and fuel-handling equipment; MMIS covers control, monitoring, instrumentation and emergency safety functions. Limit: Do not use the company's unqualified 'largest supplier' claim as a ranking; equipment configurations differ by reactor type.

https://www.doosanenerbility.com/en/business/nuclear_large

[V13] Castings & Forgings

Publisher Doosan Enerbility. Published Not stated. Event Not separately stated. Period Business description viewed 2026-10-13. Location Power Plant Components. Scope Global; manufacturing in South Korea; units Product categories.

Supplies large castings and forgings for nuclear reactors and steam generators as well as turbine and generator components. Limit: The business also serves other generation technologies and industrial users; no pure nuclear revenue or share is established.

https://www.doosanenerbility.com/en/business/gasting_forging

[V14] Services for Operational Power Plants

Publisher Doosan Enerbility. Published Not stated. Event Not separately stated. Period Business description viewed 2026-10-13. Location Service Offerings. Scope Global; units Service categories.

Provides component replacement, repair/refurbishment, routine and outage maintenance, upgrades, engineering and I&C replacement. Limit: A service menu identifies capabilities rather than revenue or a specific current contract for every offering.

https://www.doosanenerbility.com/en/business/nuclear_power_plant

[V15] About GE Vernova Hitachi Nuclear Energy

Publisher GE Vernova Hitachi. Published Not stated. Event Not separately stated. Period Company description viewed 2026-10-13. Location What is GVH? and GNF. Scope Global; United States/Japan/Canada; units Business roles.

The current name is GE Vernova Hitachi Nuclear Energy (GVH); Provides reactor technology, fuel and nuclear services; GE Vernova-led GNF operates fuel plants; Canadian activities support BWRX-300 deployment. Limit: GE Vernova group revenue must not be treated as nuclear-business revenue; the page has no publication date.

https://www.gevernova.com/nuclear/about

[V16] Key Operating Results of State Atomic Energy Corporation ROSATOM 2025

Publisher Rosatom. Published Not stated. Event 2025-12-31. Period FY2025. Location Printed pp.2-5 and 18-19; PDF pp.3-4 and 11; ROSATOM TODAY / SAFE ENERGY / RAW and SNF management. Scope Russia and international projects; units Business activities; kWh only contextual.

Activities span uranium production, enrichment, fabrication, domestic and international nuclear construction, generation and spent-fuel/radioactive-waste management. Limit: Self-reported rankings are not independent market-share evidence; generation and non-nuclear businesses broaden the group perimeter; total revenue is not an equipment-service market estimate; publication date is not stated.

https://report.rosatom.ru/go_eng/go_rosatom_eng_2025/rosatom_key_2025_eng.pdf

[V17] Our services

Publisher Arabelle Solutions. Published Not stated. Event Not separately stated. Period Business description viewed 2026-10-13. Location Service & retrofit expertise; Overhaul planning; Multi-year agreements. Scope Global; units Service categories.

Maintains turbines, generators and other turbine-island equipment and supports upgrades and life extension; Services legacy equipment from other manufacturers and offers multi-year agreements. Limit: Supplier support is not regulatory authority to grant life extension; customer or installed-base coverage is not exclusive share.

https://www.arabellesolutions.com/en/our-services

[V18] Nuclear Power Capabilities

Publisher Dongfang Electric Corporation. Published Not stated. Event Not separately stated. Period Business description viewed 2026-10-13. Location Nuclear power section. Scope China; equipment technologies used in several reactor designs; units Business capabilities.

Has serial-supply capabilities for nuclear-island main equipment and turbine-generator sets for the conventional island. Limit: Group capabilities differ from listed-company financial scope; unqualified leadership/share language is not used; no publication date is shown.

https://www.dongfang.com/ywbt/cygj/ldbj.htm

[V19] 2026 half-year results

Publisher Orano. Published 2026-07-31. Event 2026-06-30. Period H1 2026. Location Financial highlights and production stoppages. Scope Global; units EUR million.

H1 2026 revenue was EUR 2,696 million and EBITDA EUR 595 million; The company attributed Mining and Front End disruption to exceptional weather. Limit: Group results span multiple activities; do not extrapolate the half-year result; operational attribution is management's explanation.

https://www.orano.group/en/news/news-group/2026/july/2026-half-year-results

[V20] 2025 annual results management report

Publisher EDF. Published 2026-02-20. Event 2025-12-31. Period FY2025. Location p.10, Industry and services; sales by Framatome alone. Scope Global; units EUR million.

EDF reports Framatome sales of EUR 5,372 million and Arabelle Solutions sales of EUR 990 million. Limit: Different from Framatome's own EUR 5,399 million disclosure; this source does not separately explain the EUR 27 million sales difference, so no specific cause is inferred; EDF electricity sales are not equipment-service revenue.

https://www.edf.fr/sites/groupe/files/2026-02/edf-annual-results-2025-management-report.pdf

[V21] Integrated Report 2024, Strategy by Business: Material and Engineering Business

Publisher The Japan Steel Works. Published Not stated. Event Not separately stated. Period 2024 integrated report; historical capabilities. Location Printed pp.34-35 / excerpt PDF p.17; downloaded and read with pypdf on 2026-10-13. Scope Japan and international supply; units Product categories.

Manufactures reactor-pressure-vessel and steam-generator components and turbine/generator shafts; Highlights steelmaking, forging, heat treatment and large machining, and notes standardisation limits in build-to-order production. Limit: Used for manufacturing processes and business types rather than 2026 capacity; unqualified market-leadership claims are excluded.

https://www.jsw.co.jp/pdf/en/ir/library/integrated/IntegratedReport2024_story.pdf

[V22] Shanghai Electric Group Sustainability Report 2025

Publisher Shanghai Electric. Published 2026-03-30. Event 2025-12-31. Period FY2025. Location Printed p. 60 / PDF p. 61; Core clean technologies table. Scope China; units Product/project participation.

The report lists Guohe-series reactor-coolant pumps and nuclear-island/conventional-island equipment supplied to Zhangzhou unit 1. Limit: Used as company evidence of equipment roles; total group revenue is not nuclear revenue, and no ranking without a comparable denominator is adopted.

https://www.hkexnews.hk/listedco/listconews/sehk/2026/0330/2026033001419_c.pdf

[V23] Plants: overseas nuclear projects

Publisher KHNP. Published Not stated. Event 2025-06. Period Historical agreements and project status viewed 2026-10-13. Location Barakah and Czech sections. Scope UAE, Czech Republic, Egypt; units Business roles; agreements.

KHNP signed the final two-unit Dukovany contract in June 2025; Its Barakah role includes joint project management and operating-support/long-term-maintenance agreements; Its El-Dabaa scope covers turbine-island construction for four VVER-1200 units. Limit: Contract scope differs by project; operator total revenue does not identify equipment/service revenue; no publication date is displayed.

https://www.khnp.co.kr/eng/contents.do?key=4591

[V24] Contract Signed on A/E Services for Dukovany Units 5&6 in the Czech Republic

Publisher KEPCO Engineering & Construction. Published 2025-12-29. Event 2025-12-12. Period Dukovany 5 and 6 A/E contract. Location News. Scope Czech Republic; South Korea; units EUR million.

Signed the Dukovany 5/6 A/E-services contract with KHNP on December 12, 2025; Scope includes auxiliary-equipment procurement and licensing support. Limit: This subcontracted engineering scope is neither total project investment nor fully recognised 2025 revenue.

https://www.kepco-enc.com/board.es?act=view&bid=0039&list_no=44544&mid=a20501000000&tag=

[V25] Arabelle Solutions to supply Steam Turbine Island equipment for AP1000 at Poland's First Nuclear Power Plant

Publisher Arabelle Solutions. Published 2026-01-13. Event 2026-01-13. Period Supplier selection for Poland project. Location PDF pp.1-2; selection and equipment scope. Scope Poland; international supply chain; units Three turbine-generator sets.

Bechtel and Westinghouse selected Arabelle to supply three turbine-generator sets and related turbine-island equipment for Poland; Arabelle is an EDF Group subsidiary. Limit: Selection does not establish full financing, construction start or commercial operation; no contract value is stated; do not compare its ranking with nuclear-island suppliers.

https://www.arabellesolutions.com/sites/simba/files/2026-01/Press%20Release%20-%20Arabelle%20Solutions%20to%20supply%20Steam%20Turbine%20Island%20equipment%20for%20AP1000%20in%20Poland%20_0.pdf

[V26] Nuclear Energy

Publisher Kinectrics. Published Not stated. Event Not separately stated. Period Business description viewed 2026-10-13. Location Nuclear Energy Overview. Scope Global; units Service categories.

Provides materials/component testing, safety and licensing support, outage inspections, lifecycle and waste management. Limit: The service catalogue is not revenue segmentation; parent-company relationship is evidenced by V07.

https://www.kinectrics.com/solutions/energy-infrastructure/nuclear-energy

[V27] Commercial Grade Dedication

Publisher Framatome Nuclear Parts Center. Published Not stated. Event Not separately stated. Period Business description viewed 2026-10-13. Location Challenge and Solution. Scope Global; units Service categories.

Safety-related parts require quality records, design compatibility and acceptance criteria; some OEMs reduce support or exit; Commercial-grade dedication, inspections and witnessed tests support qualification for nuclear use. Limit: Company guidance is not the governing regulation and does not imply unconditional acceptance of every commercial item in safety-related equipment.

https://npc.framatome.com/services/commercialgradededication

[V28] License Renewal

Publisher Westinghouse. Published Not stated. Event Not separately stated. Period Service description viewed 2026-10-13. Location License Renewal main text. Scope Global; units Service categories.

Supports integrated plant assessment, time-limited aging analyses and environmental reporting; Licence extension requires regulatory approval. Limit: Supplier technical support does not replace regulatory approval; jurisdiction-specific rules require separate verification.

https://westinghousenuclear.com/operating-plants/engineered-solutions/license-renewal

[V29] Long-term operations

Publisher Framatome. Published 2025-10-05. Event Not separately stated. Period Service description viewed 2026-10-13. Location Official HTML introduction and product list; retrieved directly after web-tool failure; metadata modified 2026-03-13. Scope Global; units Service categories.

Long-term-operation services cover licence renewal, aging and asset management, modernisation and upgrades. Limit: The page describes capabilities rather than approval of a particular plant extension; publication date comes from structured page metadata.

https://www.framatome.com/solutions-portfolio/portfolio/solutions/plant-in-operation/long-term-operation

[M01] Uranium Enrichment

Publisher World Nuclear Association. Published 2026-09-29 (page updated). Event Not separately stated. Period 2025 capacity column, sourced to Nuclear Fuel Report 2025. Location Enrichment capacity; World enrichment capacity table. Scope Global; units thousand SWU/year.

WNA, Uranium Enrichment, updated 2026-09-29; 2025 global capacity; thousand SWU/year; capacity table and footnote. Supports enrichment-capacity composition; CNNC is estimated. Rows total 68,077 versus reported 68,076; author calculations use rows. The source does not explain the difference. Capacity is not revenue or deliveries.

https://world-nuclear.org/information-library/nuclear-fuel-cycle/conversion-enrichment-and-fabrication/uranium-enrichment

[M02] World Nuclear Power Reactors & Uranium Requirements

Publisher World Nuclear Association. Published 2026-10-08 (page updated). Event 2026-10-08 snapshot. Period Reactor status as of update; nuclear generation 2025 separately. Location WORLD row; column headers; Notes. Scope Global; units reactors; MWe (net for operable, gross for construction).

WNA, World Nuclear Power Reactors & Uranium Requirements, updated 2026-10-08; global status snapshot; reactors/MWe; WORLD row and Notes. Supports fleet and construction indicators. Operable means grid-connected; construction includes suspended projects. Operable capacity is net and construction capacity gross; do not sum them.

https://world-nuclear.org/information-library/facts-and-figures/world-nuclear-power-reactors-and-uranium-requireme

[M03] Full year 2025 audited financial results

Publisher Urenco. Published 2026-03-12. Event 2025-12-31 financial year end. Period FY2025. Location Financial highlights and Outlook and Order Book. Scope Global; units EUR million; EUR billion.

Urenco, Full year 2025 audited financial results, published 2026-03-12; FY2025/2025-12-31 backlog; global group; EUR; Financial highlights/Outlook. Supports €2,096.2m revenue and €21.3bn backlog. Backlog spans multiple years; group scope and exchange-rate effects prevent treating it as annual segment-market size.

https://www.urenco.com/news/financial/2026/full-year-2025-audited-results

[M04] Half year 2026 unaudited financial results

Publisher Urenco. Published 2026-08-13. Event 2026-06-30 interim financial period end. Period H1 2026. Location Summary and Outlook/Order Book. Scope Global; units EUR million; EUR billion.

Urenco, Half year 2026 unaudited financial results, published 2026-08-13; H1 2026/2026-06-30; global group; EUR; Summary/backlog discussion. Supports €27.3bn backlog, €645.4m revenue and the delivery-timing explanation. Unaudited; do not mechanically annualize or infer falling demand from one revenue period.

https://www.urenco.com/news/global/2026/half-year-2026-unaudited-financial-results

[M05] Orano Annual Activity Report 2025

Publisher Orano. Published 2026 (exact publication date not displayed in opened PDF). Event 2025 reporting year; expansion dates separately. Period FY2025; prospective expansion 2028-2030. Location Printed p.39 (PDF page index 40), section 2.3.2 Front End. Scope Global; units million SWU/year; EUR billion.

Orano, Annual Activity Report 2025, issued 2026; exact PDF publication date not displayed; FY2025 and 2028–2030 expansion plans; French facility/global customers; million SWU/year; printed p.39. Supports 7.5 million existing capacity, 2.5 million expansion and its schedule. Expansion is prospective; the approximately 50-million-SWU demand market described in the report cannot replace the WNA capacity denominator.

https://cdn.orano.group/orano/docs/default-source/orano-doc/finance/publications-financieres-et-reglementees/2025/orano_-annual-activity-report-2025_mel.pdf?sfvrsn=316136e0_24

[M06] Orano 2026 Half-year Results

Publisher Orano. Published 2026-07-31. Event 2026-06-30. Period H1 2026. Location Printed pp.2-3 (PDF indices 1-2); Appendix 1 pp.9-10. Scope Global; units EUR million; EUR billion.

Orano, 2026 Half-year Results, published 2026-07-31; H1/2026-06-30; global group; EUR; printed pp.2–3 and definitions. Supports €2,696m revenue, €34,393m backlog and €619m Front End revenue. Group figures include mining; Front End combines conversion and enrichment. Neither is a pure enrichment/equipment market total; backlog is a multi-year valuation.

https://cdn.orano.group/orano/docs/default-source/orano-doc/finance/publications-financieres-et-reglementees/2026/r%C3%A9sultats-semestriels-2026/20260731_orano2026half-year-results.pdf?sfvrsn=3df142da_4

[M07] EDF Management Report 2025

Publisher EDF. Published 2026-02-20 (2025 annual results release). Event 2025-12-31. Period FY2025. Location Printed p.10 of 17 (PDF index 9), Industry and services; p.11 (PDF index10) EBITDA. Scope Global; units EUR million; EUR billion.

EDF, Management Report 2025, released with results on 2026-02-20; FY2025; global Framatome/Arabelle; EUR; printed pp.10–11. EDF reports €5,372m Framatome sales versus €5,399m in M12. A complete revenue reconciliation is not provided in the reviewed texts. The narrative consistently uses M12.

https://www.edf.fr/sites/groupe/files/2026-02/edf-annual-results-2025-management-report.pdf

[M08] EDF 2026 half-year results press release

Publisher EDF. Published 2026-07-31. Event 2026-06-30. Period H1 2026. Location Printed p.6 (PDF index 5), Industry and services. Scope Global; units EUR million; EUR billion.

EDF, 2026 half-year results, published 2026-07-31; H1 2026; global Framatome; EUR; printed p.6. Supports order intake of about €2.7bn and contributions from Installed Base/Fuel activities and EPR2 component production. Industry and services sales include other businesses and cannot be labelled Framatome sales; EBITDA, revenue and orders are distinct measures.

https://www.edf.fr/sites/groupe/files/2026-07/2026-07-31-edf-half-year-results-pr.pdf

[M09] GE Vernova 2025 Annual Report and Form 10-K

Publisher GE Vernova. Published 2026 (January 30 release is listed by official search metadata; exact PDF publication date not displayed). Event 2025-12-31. Period FY2025. Location Form 10-K printed pp.5,26 (PDF indices 16,37), Power business description and revenue by business unit. Scope Global; units USD million.

GE Vernova, 2025 Annual Report/10-K, issued 2026; FY2025; global; USD; 10-K printed pp.5 and 26. Supports Nuclear Power revenue of US$1,018m and BWR, fuel and SMR scope. Some nuclear-turbine activities sit in Steam Power, which also includes coal; total group/Power revenue is not nuclear revenue.

https://www.gevernova.com/sites/default/files/gevernova_2025_annual_report.pdf

[M10] BWX Technologies Form 10-K, fiscal year 2025

Publisher BWX Technologies; U.S. Securities and Exchange Commission filing. Published 2026-02-23 (Form 10-K signature date). Event 2025-12-31. Period FY2025. Location Item 7, Commercial Operations; Form 10-K printed p.36. Scope Global; units USD million.

BWXT, FY2025 Form 10-K, signed 2026-02-23; FY2025; global group; USD; printed p.36, Commercial Operations. Supports US$853.070m revenue and US$231.0m acquisition contribution. Commercial Operations includes medical activities; group scope includes government/naval nuclear work. Growth is not entirely organic, and these figures cannot establish pure civil nuclear-power shares.

https://www.sec.gov/Archives/edgar/data/1486957/000148695726000007/bwxt-20251231.htm

[M11] EDF Universal Registration Document 2025, Framatome activities

Publisher EDF. Published 2026-04-02 (English PDF file date; French document filed 2026-03-31). Event 2025 operating year. Period FY2025. Location Printed pp.41-43 (PDF indices40-42), section 1.4.1.1.4 Framatome. Scope Global; units reactors; qualitative product scope.

EDF, Universal Registration Document 2025, English PDF dated 2026-04-02; FY2025; global Framatome; product scope/reactors; printed pp.41–43. Supports nuclear steam-supply systems, instrumentation and control, fuel and operating-plant services, and work on more than 380 reactors. Service coverage overlaps and is not exclusive share; company scope also includes defence and healthcare.

https://www.edf.fr/sites/groupe/files/2026-04/2026-04-02-urd-edf-2025-en.pdf

[M12] Framatome reports 2025 financial results

Publisher Framatome. Published 2026-03-04. Event 2025-12-31 financial-year end. Period FY2025. Location Financial table and narrative. Scope Global; units EUR million.

Framatome, Framatome reports 2025 financial results, published 2026-03-04; FY2025; global group; EUR; financial table, commentary and EBITDA footnote. Supports €5,399m revenue, €5,924m orders and €665m EBITDA. The footnote explains adjustments versus EDF's €641m EBITDA; it does not separately reconcile the revenue difference. Adjacent businesses prevent treating group revenue as a pure nuclear-power market share.

https://www.framatome.com/medias/framatome-reports-2025-financial-results/

[I01] 03210491 Inside the reactor hall at Dukovany Nuclear Power Plant

Publisher IAEA Imagebank. Published 2013-03-18 uploaded. Event 2012-11-06 photograph taken. Period Photograph of existing plant in 2012. Location IAEA original photo description, date metadata, licensing link and Original size page. Scope Dukovany, Czech Republic; units 3000 × 2000 pixels.

IAEA Imagebank photograph 03210491 by Petr Pavlicek / IAEA, taken 2012-11-06 and uploaded 2013-03-18. The original-size page and downloaded JPEG both show 3000 × 2000 pixels. The source page links CC BY-SA 2.0, permitting redistribution with attribution and its licence. The original file is included unchanged and displayed proportionally. It depicts the existing Dukovany plant and cannot prove later new-build progress or supplier relationships. Licence https://creativecommons.org/licenses/by-sa/2.0/ . Original https://live.staticflickr.com/8234/8567099193_0272213db3_o.jpg .

https://www.flickr.com/photos/iaea_imagebank/8567099193/

All sources read 13 October 2026. Full metadata: evidence_register.json. Only the licensed photograph is included; original research publications are linked to publishers.