Does the £38bn nuclear new build now under way strengthen your position — or expose it?
Sizewell C reached its Final Investment Decision on 22 July 2025 — a nuclear new build with a target construction cost of around £38bn (2024 prices), the state now its single biggest equity shareholder — and on 13 April 2026 Britain’s first SMR fleet went to contract. Before a bid, a build commitment, a partner or an audit puts your supply chain to the test, we give you a defensible, source-cited read on where your position actually holds — and where it doesn’t.
Decision-grade · built to a reliance-bearing standard · conflict-walled
We publish the standard we work to. We never publish the method.
A civil new-build developer, EPC or SMR vendor weighing a bid, a package commitment or a second source · a tier-1/2 nuclear-island or conventional-island supplier — reactor pressure vessels, steam generators, pumps, valves, I&C — who can’t see past your own tier-1 · a specialist forging, heavy-fabrication or nuclear-grade welding house · a nuclear utility, operator, or a decommissioning and waste contractor across the Nuclear Decommissioning Authority estate · a board or investment committee facing a programme decision too big to get wrong · a nuclear or infrastructure fund or corporate-development team pricing a target · or an infrastructure lender or construction underwriter pricing a position you can’t see inside.
Nine decisions. One Evidence Pack each. Built to one published standard.
Whichever nuclear decision is in front of you, we settle it as a single, defensible Evidence Pack — a source-cited read you can take to a board, an investment committee, a licensee, a regulator or a lender. Pick the one that’s yours. Supply-chain exposure runs through several of them; it is never the whole of it.
Win the work — and hold it
Can you prove the supply chain behind this nuclear-island package or build commitment will hold — before you commit to deliver it?
The single-source forging, the safety-classified weld, the SQEP-limited special process that turns a won package into one you can’t deliver to the nuclear baseline or to schedule — invisible from inside your own build.
Bid Evidence PackTypical reader: capture lead / programme director.
Is a supplier you depend on already on a path to failure — and would you see it before it stops the build?
The distress, the ownership change, the lost nuclear accreditation forming deep in your chain — read on the public record, not forecast.
Supplier Watch Evidence PackTypical reader: supply-chain & procurement director.
Should you second-source this before a single supplier can halt a build?
The sole-source or foreign-controlled item — large forgings, HALEU fuel, a permanent magnet in a coolant-pump or valve actuator, a safety-classified process — that one event could put out of reach.
Second-Source Evidence PackTypical reader: procurement / operations director.
If ONR, a licensee or an export regulator asked tomorrow, could you prove your chain is clean — on the clock you’re already on?
Nuclear site-licence and safety-case flow-down, nuclear-quality (ASME III / RCC-M) and export-control obligations that bind several tiers below you, ahead of dated deadlines.
Compliance Evidence PackTypical reader: nuclear quality / licensing / export-control lead.
Commit to a partner or a market
Does this consortium partner, JV or sub-tier have the capacity — and the clean ownership — to be worth committing to before you sign?
The hidden parent, the adverse control chain, the sanctions or screening exposure — traced before it surfaces mid-programme.
Teaming Evidence PackTypical reader: programmes / partnerships lead.
Is there a defensible position in this programme or market — or is the ground already held?
Where nuclear-island, forging and fuel-cycle capability and demand are concentrating before the programme or framework opens — and who already owns the lane you’re eyeing.
Market Entry Evidence PackTypical reader: strategy / corporate development.
Put capital behind it
Is this borrower’s or programme’s order book as solid as the model assumes?
The dependency under a nuclear borrower a credit file won’t surface — supply-chain exposure, never a market, price or return call.
Lending Evidence PackTypical reader: infrastructure & nuclear lender / credit.
What is your real exposure to a failure deep in a chain you can’t currently see?
The concentrated single point underneath an insured build, asset or programme — counted as separate risks when it’s really one.
Underwriting Evidence PackTypical reader: construction & nuclear underwriter.
What dependency and ownership risk are you really buying inside this target?
The concealed concentration a vendor data room won’t surface — supply-chain dependency, never price or return.
Acquisition Evidence PackTypical reader: corporate-development / infrastructure-fund deal team.
A read of record — not a score, not a dashboard.
Whichever decision you bring, the Evidence Pack has the same shape. You can hand it to a board and defend every line of it.
Two unrelated nuclear programmes resolve to one shared single-source forging house.
The specimen is redacted — it shows the form and the rigour without exposing a position or our method.
The Lansary Standard is published as the bar this work is built to meet. It is not yet adopted as an external mandate, and no read shown is a live, conferred finding.
Every Evidence Pack is held to a bar you can read.
The credibility is the standard, published — not a claim about it.
One published standard — the bar a board, a regulator or a lender can hold us to.
Every Evidence Pack is built to it, and every claim traces to the public record. You see the standard. You never see the method — that is the protection. (Published as the bar the work is built to meet; not yet adopted as an external mandate.) Read the Standard →
Nothing to sell you. Your names never leave the room.
What you get is one defensible read on what your position actually depends on — dated, source-cited, and reached the same way every time, so it holds up to the board, the licensee or the lender who will test it. Never a black-box score.
The independence isn’t a claim — it’s borrowed from the record. We anchor to the public registers a nuclear buyer already trusts: Companies House and the PSC register, the Office for Nuclear Regulation’s record of licensed sites, Find a Tender and Contracts Finder, the UK Strategic Export Control Lists and the UK Sanctions List, and the published Fit For Nuclear (F4N), RISQS and UKAS accreditation registers. You can tell an intelligence house by what it refuses: no score, no forecast, no client names, no “how it works”.
What you bring stays in confidence under NDA. Your suppliers, partners and targets are never named to anyone; anything we reference publicly is unnamed and aggregate.
Read by an operator, not just a machine.
30+ years across aerospace · defence · logistics operations — the warrant for the judgement beneath the evidence.