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Edition No. 041
New York · London
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Wednesday, September 23, 2026
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28
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1334
deals & moves · 7d
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X-energy Inc.
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In PWD coverage since September 3, 2026 · 3 stories
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Sep 22, 26
Deal announced
US Department of Energy
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coverage
PWD coverage
energy
DOE's $1 billion buys X-energy a cost curve, not a queue slot
Federal money absorbs the technology risk on a first-of-a-kind reactor; the interconnection, siting, and offtake risk that decides delivery stays entirely private.
passive · Sep 21
ELFY's new top holding is a rounding error with a crown
the_tape · Sep 3
SMRF's August was a uranium rally in a tech wrapper
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