// definition
SMR
Small Modular Reactor
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Short definition
A small, low-power modular reactor designed for series production and faster deployment than a large plant. Central to plans for powering AI data centres, though the first commercial units are not expected before the early 2030s.
risk atlas
Knowledge map
Intuition
The SMR is an industrial option on low-carbon electricity, but its calendar remains slower than data-centre demand.
Formula
SMR risk = industrial delay + available fuel + cost of capitalWhy it matters now
AI electricity demand pushes nuclear forward before the first commercial deployments are actually available.
Related analyses
- Uranium: deficit and hidden bottlenecksMining, conversion, enrichment, HALEU and AI demand.
Related guides
- Reading the uranium marketFrom ore to reactor: contracts, conversion and enrichment.
Related datasets
- risk.jsonPublic snapshot of the risk signals.
- signals/history.jsonPoint-in-time history of the signals.
- risk-diff.json1, 7 and 30-day diff of signals, sources and models.
- evidence-graph.jsonClaims, evidence and their sources as a graph.
Signals using it
- Energy MonitorMethodology of the energy stress signal.
- Risk DiffRecent change in risk and source freshness.
Primary sources
- U.S. Energy Information AdministrationOil, gas, inventories, production and the Short-Term Energy Outlook.
- Commodity Futures Trading CommissionFutures positioning through the Commitments of Traders.
- World Bank Open Data & OECD DataMacro comparables and commodity prices.