More insights.
Subscribe to our newsletter.
Deep dives into design thinking, creative process, and the intersection of business and aesthetics.
What the Source Reports
On 10 March 2026, the European Commission presented a strategy (COM/2026/117) to accelerate the development and deployment of Small Modular Reactors (SMRs) and Advanced Modular Reactors (AMRs) across the EU, aiming to bring the first European SMR projects online by the early 2030s.
The strategy calls for fleet-based industrial deployment, closer industrial cooperation, and a competitive European supply chain including fuel-cycle services, together with industrial standards to support modular manufacturing.
It proposes an “SMR coalition” for interested EU countries to align policy, regulatory and economic coordination around selected reactor designs.
It promotes closer regulatory cooperation, including joint early reviews and regulatory “sandboxes” under the Net-Zero Industry Act, and the creation of “SMR Valleys” to concentrate manufacturing and business collaboration.
It also calls for simplified administrative procedures for export controls between EU countries on SMR projects, and for protection of European intellectual property developed around SMRs.
Energy Commissioner Dan Jørgensen framed the strategy around industrial leadership, saying there’s “no competitiveness without industrial leadership.”
Published alongside the strategy, the Commission's Nuclear Illustrative Programme (PINC) estimates that around €241 billion in investment will be needed EU-wide by 2050 to meet member states' nuclear ambition, covering lifetime extension of existing reactors, new large-scale builds, and the additional investment needed to realise SMR, AMR and fusion potential. Total EU SMR capacity is projected at 17–53 GW by 2050.
Source: European Commission — Directorate-General for Energy
Expert Commentary
”The regulatory language in this strategy is the part worth reading twice. A joint early review is not the same as a joint approval each national authority still issues its own licence, and that is exactly as it should be. What a coalition and a shared sandbox actually buy an Owner is earlier visibility into where a design is likely to run into difficulty, before a full licence application is filed and the cost of change goes up by an order of magnitude.
I have spent much of my career on the receiving end of exactly that problem: a design decision made years before licensing that turned out, once formal review began, to conflict with a safety expectation nobody had flagged early enough. A coalition framework, done well, closes that gap. Done poorly, it becomes another layer of coordination meetings that slows everyone down without changing a single technical outcome.
The detail to watch is regulator resourcing, not policy text. Joint reviews only work if the national authorities involved actually have the staff and time to run them in parallel with their normal caseload. For any Owner building a licensing strategy around this coalition, the first question to ask a regulator is not ‘will you participate’, it's ‘what capacity have you allocated to it.’” - Kai Salminen, Nuclear Safety & Licensing
What the Source Reports
On 10 March 2026, the European Commission presented a strategy (COM/2026/117) to accelerate the development and deployment of Small Modular Reactors (SMRs) and Advanced Modular Reactors (AMRs) across the EU, aiming to bring the first European SMR projects online by the early 2030s.
The strategy calls for fleet-based industrial deployment, closer industrial cooperation, and a competitive European supply chain including fuel-cycle services, together with industrial standards to support modular manufacturing.
It proposes an “SMR coalition” for interested EU countries to align policy, regulatory and economic coordination around selected reactor designs.
It promotes closer regulatory cooperation, including joint early reviews and regulatory “sandboxes” under the Net-Zero Industry Act, and the creation of “SMR Valleys” to concentrate manufacturing and business collaboration.
It also calls for simplified administrative procedures for export controls between EU countries on SMR projects, and for protection of European intellectual property developed around SMRs.
Energy Commissioner Dan Jørgensen framed the strategy around industrial leadership, saying there’s “no competitiveness without industrial leadership.”
Published alongside the strategy, the Commission's Nuclear Illustrative Programme (PINC) estimates that around €241 billion in investment will be needed EU-wide by 2050 to meet member states' nuclear ambition, covering lifetime extension of existing reactors, new large-scale builds, and the additional investment needed to realise SMR, AMR and fusion potential. Total EU SMR capacity is projected at 17–53 GW by 2050.
Source: European Commission — Directorate-General for Energy
Expert Commentary
”The regulatory language in this strategy is the part worth reading twice. A joint early review is not the same as a joint approval each national authority still issues its own licence, and that is exactly as it should be. What a coalition and a shared sandbox actually buy an Owner is earlier visibility into where a design is likely to run into difficulty, before a full licence application is filed and the cost of change goes up by an order of magnitude.
I have spent much of my career on the receiving end of exactly that problem: a design decision made years before licensing that turned out, once formal review began, to conflict with a safety expectation nobody had flagged early enough. A coalition framework, done well, closes that gap. Done poorly, it becomes another layer of coordination meetings that slows everyone down without changing a single technical outcome.
The detail to watch is regulator resourcing, not policy text. Joint reviews only work if the national authorities involved actually have the staff and time to run them in parallel with their normal caseload. For any Owner building a licensing strategy around this coalition, the first question to ask a regulator is not ‘will you participate’, it's ‘what capacity have you allocated to it.’” - Kai Salminen, Nuclear Safety & Licensing

