VALAR WATCH
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374 facts · 512 sources · updated 2026-09-30

Fact plan-021

newanalysisconfirmed Promised vs delivered, item by item (as of Sept 29, 2026): what held, what changed, what has not happened
2026-09-29 · plan-021 · Valar Atomics, U.S. Department of Energy, Emery County

HELD: 'First Reactor online by July 4, 2026' (Valar's July 2025 deck to Emery County): DOE announced criticality on 18 June 2026 (orig-010), ahead of Valar's own 30 June target (plan-004). HELD AS A PLAN, UNCHECKED: '30 EFPD in 12 months' (deck) matches Valar's June 2026 draft (orig-035); no run log is public (plan-006, plan-007). CHANGED: 'in a temporary facility' (deck): the approved papers still plan to take Ward 250 down after about a year of running (plan-003), but what was built is a 55-foot modular reactor complex on engineered foundations with more than 4,000 cubic yards of concrete poured, beside a fuel plant (plan-002), on a site Valar now calls home and is expanding (plan-003, ppl-006); '40 employees for about 12 months' (July 2025) became a projection of 275 jobs and $1.3 billion for a state tax credit (loc-004, fund-017). LATE: DOE safety approvals came about two months behind Valar's own schedule, by the only report of their dates (plan-004). NOT DELIVERED: the Philippine reactor announced in March 2025 (orig-064); the gas-fired supercritical-CO2 test heater Valar wanted done by June 2026, approved for design only (plan-018); fuel from Valar's own line: Ward 250's fuel came from a federal site in Nevada (plan-014). DROPPED: the 10,270-acre Green River gigasite, per Valar, though BLM still lists it pending (plan-017, mine-008). NOT YET DUE, NO FILING: 'Commercial Deployment by 2028' (deck), the 30 MW NVIDIA data center (plan-010), 'hundreds of reactors' in Carbon and Emery (loc-001). CONFLICTING: the date of full power (plan-009) and, on paper, the fuel's enrichment (plan-014).

In plain termsChecked one by one: Valar kept its biggest public promise, a working test reactor before July 4, 2026. Several other things grew far beyond what locals were first told (a 'temporary' one-year test sits on a site the company now calls home, with a fuel plant beside it and talk of hundreds of reactors). Some promises have not happened (the Philippines reactor, a test heater, making its own fuel), and the biggest future promises have no filing behind them yet.
verified 2026-09-29: Verify pass 2026-09-29: deck, NSDA Table 7, ETV/USREL update, Research Board minutes and BLM layer re-read. Fixed: the 'temporary facility' line now says the approved plan is still temporary; the delay figure corrected to about two months (plan-004).

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