<div id="readability-page-1"><div>Ananym Capital is urging BWXT to commercialize its reactor production capabilities. The investor is looking for BWXT to bring back one of their old small modular reactor (SMR) design, mPower, that was abandoned in 2017.<img width="500" height="388" src="https://imageproxy.pbkrs.com/https://files.zhedge.com/cdn-cgi/image/width=1920,quality=75,format=auto/https://assets.zerohedge.com/s3fs-public/inline-images/Screenshot%202026-05-15%20at%2010.54.26%E2%80%AFAM.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://files.zhedge.com/cdn-cgi/image/width=1920,quality=75,format=auto/https://assets.zerohedge.com/s3fs-public/inline-images/Screenshot%202026-05-15%20at%2010.54.26%E2%80%AFAM.png"/>BWXT already produces one to three reactors each year for U.S. aircraft carriers and submarines. That steady cadence gives it unmatched experience turning complex nuclear hardware into delivered hardware on a predictable basis.With only a handful of AP1000 units built worldwide, no other American players can claim comparable low technology risk when it comes to actual reactor production.This stands in contrast to the wave of microreactor developers pitching novel concepts. Many remain years from full-scale deployment, still navigating licensing for core designs and advanced materials with minimum operating history.BWXT does not need to invent a new reactor architecture to matter. It can adapt existing pressurized water technology it has built and serviced for decades, then apply it where demand is clearest: data centers and industrial users seeking reliable, always-on power.Ananym is pushing the revival of an old SMR design BWXT was working on with Bechtel in the early 2000s. The project was closed down after the program struggled to bring off-takers on board.While the idea makes sense with BWXT being one of the more experienced reactor developers in the world, it would be a far less complicated effort to simply do more of what they're already good at.<img width="500" height="333" src="https://imageproxy.pbkrs.com/https://files.zhedge.com/cdn-cgi/image/width=1920,quality=75,format=auto/https://assets.zerohedge.com/s3fs-public/inline-images/USS-Gerald-R.-Ford_230319-N-TL968-1357_WEB.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://files.zhedge.com/cdn-cgi/image/width=1920,quality=75,format=auto/https://assets.zerohedge.com/s3fs-public/inline-images/USS-Gerald-R.-Ford_230319-N-TL968-1357_WEB.jpg"/>Instead of having to design a new reactor that has not seen operations yet, the company could instead increase the production rate of their naval reactor line for use in other government applications or in the commercial industry.The concept is not without its headaches, as we discussed previously with a similar idea from HGP Intelligent Energy. The reactors will likely require some amount of redesign to work at lower uranium enrichment levels.Whether BWXT decides to revive the shelved SMR project or simply do more of what they already are good at, the general idea just makes too much sense: stop trying to reinvent the [nuclear] wheel.</div></div>

BWXT

Ananym Capital 正在敦促 BWXT 复兴其在 2017 年放弃的 mPower 小型模块化反应堆设计，以利用其在反应堆生产方面的经验。BWXT 目前为美国海军应用生产反应堆，并可以将现有技术调整为商业用途，特别是在数据中心方面。该提案建议提高生产率，而不是开发新的反应堆设计，因为后者可能面临监管挑战。重点是利用 BWXT 已建立的能力来满足对可靠电力日益增长的需求

BWX Tech 拥有扩展核能容量的切实路径