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Nuclear power

Monitoring
RU Choice Index · Atom EnergyThe sector index is the average Choice Control Index across the basket of the sector's objects, measured on the target markets with their ICPs. CCI is calculated per object; the sector figure is their aggregate across the researched categories, not a stand-alone survey of the sector.Measured on Global · ICP international buyer · Q1 2026
34/ 100

34 out of 100 — this is how much the sector's companies influence the choice that AI shapes0 — the buyer never sees you, 100 — you are recommended first

Photo: Vsatinet · CC BY-SA 4.0
Economic scope of the research$131–192bn / year2025 · 12 of 12 categories
Subsectors7
Categories12
Priority studies4
Typical scenarios6

The sector splits into concrete categories where companies compete for the buyer's choice.

For every category we measure where companies stand on the target markets — to find growth points, influence the choice and grow the share of an export category.

Pick a subsector → category → target market.

Subsectors

The ontology is mapped: subsectors and categories are monitored. Category pages open once deep research starts.

Nuclear fuel41

Enrichment and fuel contracts · long-term ties with operating plants.

Uranium enrichment$5–15 bn / year44
Fuel assemblies$4.5–5 bn / year37

Objects company · technology · service · product

Nuclear power plants38

Reference VVER units · competition for new sites.

Large power reactors$28–48 bn / year42
Small modular reactors$3.5–7.5 bn / year29

Objects reactor technology · company · project

Nuclear engineering30

Nuclear island and turbine hall equipment.

Reactor equipment$10–14 bn / year32
Turbine equipment$2–2.5 bn / year27

Objects company · equipment · product line

Engineering36

Turnkey nuclear projects · integrated contracts.

Turnkey nuclear plant design and construction$48–54 bn / year36

Objects company · consortium · project

Operation28

Servicing operating units and life extension.

Nuclear plant service and upgrades$8–12 bn / year28

Objects company · service offering · technology

The back end of the nuclear fuel cycle26

Spent fuel, reprocessing and waste management.

Spent nuclear fuel and reprocessing$6.2–6.5 bn / year27
Radioactive waste$5–8.7 bn / year24

Objects technology · company · service · solution

Non-power nuclear18

Isotopes, medicine and research facilities.

Nuclear medicine$10–17 bn / year19
Research reactors$0.8–1.5 bn / year17

Objects company · product · technology · isotope · project

Priority studies

Study = category × market × buyer. Deep analysis is run only for the top of the portfolio.

Small modular reactors × Indonesiastate energy operatorPriority 81in the research program
Large power reactors × Turkeystate customerPriority 76in the research program
Uranium enrichment × Indiaoperator of the national nuclear programmePriority 72in the research program
Nuclear medicine × UAEa large medical networkPriority 58in the research program

Typical choice scenarios

Economic situations in which the choice actually happens in this sector.

  • 01Choosing an enrichment services supplier
  • 02Choosing a reactor technology
  • 03Choosing the EPC contractor for a new nuclear plant
  • 04Looking for an alternative fuel supplier
  • 05Choosing a spent-fuel management technology
  • 06Choosing a nuclear medicine technology supplier

Company ranking in AI choiceThe universe is rebuilt on every category scan — the set and order of companies change between measurement waves. The rank is the position in the full universe of the selected market.

Choice Control Index (CCI) of each object on the selected market — participation and win rate combined. Russian objects are flagged.

In AI recommendations (60–100)
Medium (30–59)
Low (10–29)
Critical (0–9)
USA#1 · leader
Westinghouse
72
France#2 · −4 pts
EDF / Framatome
68
South Korea#3 · −8 pts
KEPCO / KHNP
64
USA · Japan#4 · −11 pts
GE Hitachi
61
China#5 · −17 pts
CNNC
55
United Kingdom#6 · −25 pts
Rolls-Royce SMR
47
RussiaRU#7 · −38 pts
Rosatom
34
RussiaRU#8 · −54 pts
TVEL
18
RussiaRU#9 · −60 pts
Atomenergomash
12
RussiaRU#10 · −61 pts
Atomstroyexport
11
RussiaRU#11 · −63 pts
Rusatom Overseas
9
RussiaRU#12 · −64 pts
Techsnabexport (TENEX)
8
RussiaRU#13 · −67 pts
Atomenergoprom
5
RussiaRU#14 · −68 pts
Rosenergoatom Concern
4
RussiaRU#15 · −69 pts
OKBM Afrikantov
3
RussiaRU#16 · −70 pts
NIKIET
2

Tile area is proportional to the position in AI choice, colour marks the zone. Click a tile to open the company's release.

Who this measurement is for

Portfolio priorities for this sector are approved at the level of the responsible authority.

Rosatom State CorporationNuclear power, export of reactor technology and the fuel cycleAlexey Likhachev · CEO, since 05.10.2016verified 20.08.2026
rosatom.ru →
Russian Ministry of EnergyGeneration and integrating nuclear into the energy balanceSergey Tsivilev · minister, since 14.05.2024verified 20.08.2026
minenergo.gov.ru →
A place for you
Open direction · GolOps Research

Nuclear power

Lead the industry's research at GolOps Research. Develop the direction's categories and markets and publish work under your own name.

Authorship stays with you. If a project grows out of the direction's studies, you get a share of its revenue; if the project needs your expertise, you can join it as a paid expert.

12categories
4export markets
16companies measured

MarketsTurkey · India · Indonesia · UAE

Authorship · share in commercial projects · Terms of participation are fixed before the study starts
How GolOps Research works →

Photo: NRC (Public domain), Ler from RU SPb (CC BY-SA 2.0), YuliaTikhonova (CC BY-SA 4.0), Rosatom Digital Press Office / АО «Аккую Нуклеар» (CC BY 4.0), RadioFan (CC BY-SA 4.0), United States Nuclear Regulatory Commission (Public domain), Kiselev d (CC BY-SA 3.0)