Nuclear Industry Giants Nucor and The Nuclear Company Unite to Revive US Nuclear Supply Chain

The Nuclear Company has partnered with Nucor to revive the US nuclear supply chain and reinforce the country's industrial base. The collaboration aims to evaluate steel materials and manufacturing processes compliant with the American Society of Mechanical Engineers' NQA-1 certification and assess US infrastructure capacity and workforce availability to support large-scale nuclear deployment. The partnership is in response to President Trump's executive orders calling for 400 GW of new nuclear capacity by 2050.

The Nuclear Company (TNC) has announced a strategic partnership with Nucor Corporation (NYSE: NUE), North America's largest steel producer, to revitalize the American nuclear supply chain and strengthen the country's industrial base. The agreement, announced on September 26, 2025, focuses on evaluating steel materials and manufacturing processes that comply with the American Society of Mechanical Engineers' NQA-1 certification, a rigorous standard required for nuclear-grade components.

The collaboration aims to assess U.S. infrastructure capacity and workforce availability to support large-scale nuclear deployment. This partnership is a response to President Donald J. Trump's executive orders, which call for 400 GW of new nuclear capacity by 2050, including the construction of 10 large-scale reactors by 2030. The orders emphasize rebuilding the domestic supply chain for nuclear materials, components, and fuel to ensure energy security, particularly as the U.S. seeks to maintain leadership in powering artificial intelligence infrastructure.

The U.S. nuclear sector has faced challenges in recent decades. A 2022 Department of Energy report found that the U.S. lacks key industrial capabilities, such as large-scale forging capacity for reactor pressure vessels, leaving production concentrated in Asia. According to the World Nuclear Association, the number of American facilities certified to produce nuclear-grade components has fallen by more than 40% in the last 30 years, while China has brought online 37 reactors over the past decade.

Executives from both companies underscored the urgency of rebuilding America's industrial strength. Nucor CEO Leon Topalian highlighted the company's role in reshoring supply chains and reducing reliance on foreign suppliers, while TNC CEO Jonathan Webb stressed the national security stakes, warning that China is on track to overtake the U.S. as the world's top nuclear power producer.

By partnering with Nucor, The Nuclear Company aims to secure reliable domestic steel production for nuclear projects, strengthen U.S. energy independence, and spur manufacturing reinvestment. For Nucor, the deal aligns with its broader strategy to support the modernization of American energy infrastructure and position itself as a key player in the country's nuclear resurgence.

If successful, the collaboration could mark a pivotal step toward restoring America's nuclear competitiveness on the global stage, at a time when energy resilience, security, and decarbonization are driving new urgency in infrastructure investment.