NYSE:BWXTAerospace & Defense
Is the Kairos Power TRISO Fuel Collaboration Reshaping the Investment Case for BWX Technologies (BWXT)?
In early September 2025, Kairos Power and BWX Technologies announced a collaboration to optimize commercial production of TRISO fuel for Kairos Power’s advanced reactors, beginning with the 50-MWe Hermes 2 demonstration plant scheduled for operation in 2030.
This partnership is notable as it leverages BWXT’s extensive fuel manufacturing expertise to pursue the mass production of next-generation nuclear fuel, aiming to reduce costs and accelerate the commercial deployment of advanced...