The US Army has launched the "Dual Face God Project" to develop nuclear micro-reactors, and nuclear energy companies like BWX Technologies (BWXT.US) may open up the market.

Facing the existing issues of insufficient power from military generators and the vulnerability of the power grid, the United States is accelerating the deployment of military micro-nuclear reactors through the "Janus Program." The Minister of the U.S. Energy Corp. emphasized that this energy solution will become the core support for operations in all fields. In the project, the military will provide uranium fuel, while the ownership and operation of the reactors will be handled by commercial institutions such as BWX Technologies. Currently, the largest portable generator used by the U.S. military has an output power of about 800 kilowatts. Although this power is sufficient to drive key systems, the increasing demands of future weapons and radar technologies for higher power have become crucial. The energy supply issues caused by the aging and stressed power grid, as well as the risks of energy interruptions caused by network attacks and other malicious disruptions, are also a major concern. What is the solution? Through advancing the nuclear energy layout based on the "Project Pele," a breakthrough is achieved. The newly announced "Janus Program" aims to equip military bases with micro-reactors by 2028. These reactors are compact in size and can be transported by trucks or planes. The power output of these micro-reactors can reach up to 20 megawatts, and most importantly, they do not require frequent refueling, saving energy and providing logistics support for remote areas. The core goal of the program is to ensure that the U.S. military maintains readiness on its homeland and in remote areas at all times, and to enable key military base facilities to operate continuously for 24 hours. "Energy is not just a sector in the economy, it is the core area that supports operations in all fields," said Chris Wright, Minister of the U.S. Energy Corp., at the annual meeting of the Association of the United States Army in Washington, D.C. "Ultimately, in the not-too-distant future, you will be able to deploy a reactor at a forward operating base that can generate megawatts of power without the need for refueling or maintenance, running continuously for years or even decades." Who will benefit from this? While the U.S. Army and the Department of Energy will provide uranium fuel for the program, commercial institutions will be responsible for the ownership and operation of the micro-reactors. This will open up the market for companies like BWX Technologies (BWXT.US) and other nuclear energy enterprises over the past year, the stock prices of these companies have significantly risen. If the program progresses smoothly, small nuclear reactors may eventually gain qualifications for authorization in other fields, such as providing power to data centers with high energy demands to drive the artificial intelligence revolution.