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NuScale’s Near-Term Outlook Hinges on Romania FID and TVA Capacity Deal

Two NRC approvals contrast with a business still reliant on Romanian FEED fees.

Overview

  • NuScale is the only SMR developer with two NRC Standard Design Approvals, covering its 50 MWe design in 2023 and its 77 MWe design in 2025.
  • Romania’s RoPower project remains in the FEED phase, with a final investment decision expected this year and first deployment timelines pushed to 2030 with some analysts projecting 2033–2034.
  • An agreement with the Tennessee Valley Authority targets up to six gigawatts across seven states, with initial U.S. installations not expected until 2032.
  • Most current revenue comes from subcontract work with Fluor on RoPower, and analysts expect ongoing losses with potential share dilution before large deployments materialize.
  • The company went public via a 2022 SPAC, and its shares trade near $14 with a roughly $4.04 billion market value after peaking above $53 last October.