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The AI boom has ignited huge interest in nuclear energy. And that’s encouraging more young energy stocks to go public. |
Standard Nuclear (NYSE: STDN) began trading yesterday. The IPO priced at $15 a share and raised $150 million, giving the company a valuation near $2 billion. Shares opened at $13.50 and finished the day down about 13% from the offer price. |
Eight days earlier, Standard Nuclear had set far more ambitious terms. They aimed to issue 18.25 million shares at $18 to $21 each in a deal that would have raised up to $383 million at a valuation approaching $3.5 billion. |
By the time it priced, the company had curt the offering to 10 million shares at $15. Both the share count and the price came down. |
That's a rocky start for an interesting new energy stock. |
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Standard Nuclear makes TRISO fuel — tiny uranium kernels wrapped in layers of ceramic that resist melting even at extreme temperatures. CEO Kurt Terrani described them as poppyseed-sized pellets. It's the fuel designed for the next generation of small modular reactors and microreactors. |
The Department of Energy selected Standard Nuclear as a partner in the government's nuclear acceleration program. And it's not a moonshot promising something years away — it's already producing and selling fuel out of Oak Ridge, Tennessee, from assets it bought out of a 2024 bankruptcy. |
The fuel isn't just for power plants. TRISO is being designed into three end markets at once: |
· Commercial reactors racing to feed AI data center demand |
· Microreactors for military bases |
· Nuclear propulsion for space missions |
The backers are worth noting too. Standard Nuclear raised more than $180 million privately before the IPO, led by the defense-focused fund Decisive Point, whose founder chairs the company. Andreessen Horowitz and Chevron Technology Ventures joined the rounds as well. When names like that write checks into a physical-fuel company, it tells you the smart money sees the same shift. |
Investors have cooled on nuclear names, and the numbers are stark. |
NuScale Power (NYSE: SMR) once above $50 last year – the stock now trades under $8. Oklo (NYSE: OKLO) which touched roughly $190 in 2025, has fallen into the $40s. The AI-nuclear hype cycle ran hot, and 2026 has been the reckoning: long timelines to commercial reactors, cash burn, and dilution catching up with the story. |
Standard Nuclear IPO’d into a challenging market for nuclear stocks. |
Revenue is still small — about $3.4 million over the trailing 12 months. Losses were $16 million last year. Scaling TRISO production to industrial volume still has to be proven. And its success depends on the broader ecosystem — reactors from companies like Oklo and X-Energy actually reaching commercial scale. |
This is an early-stage story, priced into a skeptical market. |
Yet there’s also a lot to like. This is a company with a government-granted head start, already making fuel the Western world suddenly needs, in a sector where the long-term demand curve only points one direction. The market cut it down to size on day one. Whether that proves to be caution or opportunity is an outstanding question. |
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Ian Wyatt
Editor, IPO Watch |
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