I was digging through some anti-nuclear watchdog sites to see what they are complaining about recently.
I found this document.
The activists are furious because the DOE officially signed a memo on Jan 9, 2026, to remove 'ALARA' requirements for new pilot programs. They are calling it a "disaster," but for us investors, it's the Green Light.
Here is the Alpha:
The document explicitly mentions priority for "Reactor and Fuel Line".
Standard SMRs (Solid fuel) don't use the term "Fuel Line".
This verbiage is clearly tailored for Liquid Fuel MSRs (like IMSR).
The Timeline explains everything:
Jan 9: US DOE signs this "URGENCY: HIGH" memo.
Jan 16: China starts construction of their Gen 4 Industrial Reactor (Xuwei).
It seems the US Govt is rushing to clear the regulatory path for MSRs to compete with China.
Source Images:
[https://x.com/i/status/2013537217206198740](https://x.com/i/status/2013537217206198740)
This looks like the structural change we've been waiting for. Thoughts?