🚀 Full Steam Ahead on Nuclear: BWXT and Rolls-Royce Eye $100 Billion SMR Opportunity


BWX Technologies, Inc. (NYSE: BWXT) has signed a detailed design contract and memorandum of understanding with Rolls-Royce SMR Ltd to supply steam generators for the company’s small modular reactor (SMR) program. While the US $100 billion figure reflects the potential value of the broader collaboration and SMR rollout, not the single contract itself, the partnership underscores the scale of opportunity in modular nuclear manufacturing. The UK government has also pledged £2.5 billion (~US $3.4 billion) over four years to accelerate Rolls-Royce’s SMR deployment, highlighting global momentum behind next-generation nuclear energy. BWXT is poised to benefit substantially from the global SMR boom, supplying mission-critical steam generators for light-water reactor programs like Rolls-Royce and NuScale, driving recurring revenue in a market projected to reach $40–100 billion by 2035.

Source: https://finance.yahoo.com/news/bwxt-rolls-royce-smr-sign-120000315.html

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