
Panoramic: Automotive and Mobility 2025
Over the past three years, global energy markets have been rocked by successive crises.
When Russia invaded Ukraine, European nations — and the UK in particular — were forced to go “cold turkey” off Russian natural gas, severing a supply chain that had underpinned electricity and heating for decades. That scramble collided with an unprecedented heatwave in the UK’s early summer, straining grids, sending prices soaring, and exposing the fragility of over-reliance on imported fossil fuels.
These shocks underscored a hard truth: energy security is national security. Countries that cannot depend on their own supply — or on trusted allies — risk economic disruption, political instability, and a diminished ability to protect their citizens when geopolitics shift. We wrote about these geopolitical events previously.
Against this backdrop, the United Kingdom and the United States have launched an ambitious new phase of cooperation to accelerate nuclear power development on both sides of the Atlantic. The new Atlantic Partnership for Advanced Nuclear Energy, expected to be signed during President Trump’s state visit to London, marks a major step toward unlocking the next generation of clean, secure energy.
By streamlining licensing and encouraging private investment, the partnership aims to shorten the time it takes to build new reactors—from three or four years for regulatory approvals to as little as two. That would mean more jobs, faster deployment, and greater energy security for both nations.
By combining the two countries’ innovation, investment and industrial sites, as well as more aligned regulatory oversight, the Atlantic Partnership for Advanced Nuclear Energy aims to offer:
Prime Minister Keir Starmer called the partnership “a golden age of nuclear,” while U.S. Energy Secretary Chris Wright highlighted how cooperation will “enhance global energy security” and “fuel the AI revolution.”
Several commercial agreements were unveiled alongside the government-to-government framework. Together, they signal a wave of investment in advanced reactors, fuels, and clean power applications.
For the current U.S. Administration, the Atlantic Partnership is more than a gesture of friendship—it’s a way to meet strategic and economic goals at home. The same goes for the UK, with the partnership expected to create tens of thousands of high-quality jobs in regions which have historically been overlooked.
Among other things, the more U.S. and UK technology is deployed, the more first-of-a-kind costs are driven down, and the stronger the commercial offering—both domestically and abroad--become:
The UK–U.S. deal could transform the pace of nuclear deployment in the UK, the U.S., and abroad. For Britain, it could provide a route to affordable, clean, homegrown energy and thousands of well-paid jobs. For the U.S., it would reinforce leadership in an industry critical to economic growth, energy security, and climate goals.
While there are inevitably questions around how it will be delivered (in particular the reduction in regulatory timetables without compromising on safety), this collaboration would mark the most significant transatlantic effort in civilian nuclear power since the dawn of the atomic age—ushering in a truly shared golden age of nuclear energy. We will provide more in-depth analysis once the terms of the Atlantic Partnership are made public.
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For more information, please contact one of the authors: Amy Roma, Malcolm Parry, Stephanie Fishman.