BWXT Holds A Realistic Path To Expanding Nuclear Capacity

Ananym Capital is urging BWXT to revive its mPower small modular reactor design, abandoned in 2017, to leverage its experience in reactor production. BWXT currently produces reactors for U.S. naval applications and could adapt existing technology for commercial use, particularly in data centers. The proposal suggests increasing production rates rather than developing new reactor designs, which may face regulatory challenges. The focus is on utilizing BWXT's established capabilities to meet growing demand for reliable power.