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The U.S. Army plans to deploy micro nuclear reactors at domestic military bases, with the reactors owned and operated by commercial companies. Early Wednesday in U.S. trading, nuclear power stocks surged. At the time of publication, Oklo Inc rose over 7%, Centrus Energy rose over 13%, and NuScale Power at one point soared more than 23% intraday.

The U.S. military announced on Tuesday the launch of the “Janus” program, aiming to provide microreactors to military bases by 2028. This will help the U.S. Army maintain the continuous operation of weapon systems and critical bases during severe weather, cyberattacks, or other events that cause grid failure.

“Janus” Program: Addressing Dual Energy Challenges

The core of the “Janus” program is the deployment of micro nuclear reactors with a power output of less than 20 megawatts. These reactors are small enough to be transported by container ship or airplane, but their output is sufficient to support the electricity needs of a small town.

This move aims to solve the multiple energy challenges faced by U.S. Army bases.

On one hand, the vulnerability of existing power grids is increasingly apparent. Military bases in Texas and California have experienced power outages due to blizzards. Many bases still rely on aging public grids and fossil fuels as backup power, while renewables such as solar and wind energy present intermittency problems.

On the other hand, according to a Department of Defense official, the Army’s many new weapon systems, including drones, counter-drone, and radar systems, are seeing a sharp increase in energy demand, which current power facilities can hardly meet.

In May, President Trump signed an executive order calling for the federal government to deploy modern nuclear reactors for national security purposes and directing the Secretary of the Army to begin using reactors at military bases before September 2028.

Privatized Operations with Government Support

Under the plan, these microreactors will be owned and operated by commercial companies, while the U.S. Army and Department of Energy will provide support at the technical level and in supplying critical uranium fuel.

Jeff Waksman, Principal Deputy Assistant Secretary of the U.S. Army, said the Army is selecting nine bases for the initial phase of the project and will choose commercial suppliers before next year to build two microreactors at each base.

Valar Atomics, a two-year-old microreactor startup, has already built a microreactor and plans to bid for Janus contracts. Company CEO and founder Isaiah Taylor said:

“Today's competition is about real capabilities development. We are all working to figure out who can start up these devices.”

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