GE Vernova
Compare GE Vernova…GE-Hitachi BWRX-300 small modular reactor developer (300 MWe BWR). Selected by Ontario Power Generation for Darlington SMR build.
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GE VernovaGE-Hitachi BWRX-300 small modular reactor developer (300 MWe BWR). Selected by Ontario Power Generation for Darlington SMR build.
| Customer | Location | Status | Units | Target COD | |
|---|---|---|---|---|---|
| Ontario Power Generation (OPG) | Darlington New Nuclear Project, Ontario CA | Construction begun 2025 (first non-LWR-classified construction in OECD) | 4 BWRX-300s (Phase 1 + 2 + 3 + 4) | Unit 1 COD 2029-2030 stated; consensus 2030-2032 | |
| Tennessee Valley Authority (TVA) | Clinch River TN | NRC construction permit + early site permit work | 1-2 BWRX-300s (initial) | Stated COD 2032-2033; consensus 2033-2035 | |
| Synthos Green Energy | Poland (multiple sites) | Multi-unit framework agreement; site selection underway | Up to 24 BWRX-300s framework | First unit target 2030; consensus 2032-2035 | |
| GE Hitachi + Holtec partnership (Palisades-adjacent SMR-300) | Note: Holtec SMR-300 is a different design; not BWRX-300 | Cross-listed for clarity | N/A (separate design) | N/A | |
| UK Great British Nuclear (selected Oct 2024) | UK; specific site TBD | Selected as one of two designs for UK SMR program | Up to 6 BWRX-300s commitment under UK SMR program | Stated 2030-2035; UK government dependent | |
| BPC (Bulgaria) | Bulgaria | MoU + framework studies | Up to 2 BWRX-300s | Beyond 2032 | |
| TVA + Energy Northwest (US PNW) | Pacific Northwest (siting study) | Pre-application engagement | TBD | Beyond 2032 | |
| Editorial. Why this matters | Strategic context | BWRX-300 is the most-de-risked Western SMR design by NRC engagement + has the largest Western customer pipeline. OPG Darlington as the marquee FOAK (first unit construction begun 2025) is the most-watched SMR project globally. Marquee question: does Darlington Unit 1 reach COD on schedule (2029-2030) or slip toward 2031-2032, setting the precedent for the entire BWRX-300 + broader SMR commercialization narrative? |
2024-Q1-2026-Q1
2024-2025
$GEV
GE-Hitachi BWRX-300 small modular reactor developer (300 MWe BWR). Selected by Ontario Power Generation for Darlington SMR build (target 2028-2029). Additional letters of intent from TVA, Synthos (Poland), and UK customers.