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Terra Innovatum Global Completes Process to Secure Full End-to-End Supply Chain Components for SOLO™ Micro-Modular Reactor, Demonstrating Build-Ready Execution

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Terra Innovatum (NASDAQ:NKLR) announced it has secured full end-to-end supply chain components for the SOLO™ micro-modular reactor, aligning both nuclear- and non-nuclear-grade systems to qualified vendors as of Feb 9, 2026.

Key nuclear-grade and mission-critical non-nuclear systems are now contracted, intended to de-risk manufacturing timelines, support EPC alignment, and strengthen deployment readiness.

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Positive

  • Secured supply pathways for all key nuclear-grade components (Feb 9, 2026)
  • Aligned with qualified vendors for non-nuclear-grade plant systems
  • Early EPC contractor alignment to support manufacturability and construction timelines
  • De-risked manufacturing and deployment readiness through end-to-end supply-chain integration

Negative

  • Regulatory engagement remains necessary before commercial deployment despite supply-chain readiness
  • Commercial discussions and project financing still ongoing to convert readiness into executed builds

News Market Reaction – NKLR

+3.37%
4 alerts
+3.37% News Effect
+2.7% Peak Tracked
+$11M Valuation Impact
$333.58M Market Cap
0.1x Rel. Volume

On the day this news was published, NKLR gained 3.37%, reflecting a moderate positive market reaction. Argus tracked a peak move of +2.7% during that session. Our momentum scanner triggered 4 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $11M to the company's valuation, bringing the market cap to $333.58M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Pilot capacity: 1 MWe Expansion option: 100 MWe Funding: $131 million +5 more
8 metrics
Pilot capacity 1 MWe SOLO reactor pilot capacity in Uvation LOI
Expansion option 100 MWe Expansion option across multiple sites in Uvation LOI
Funding $131 million Reported funding level as of UNCA sustainability release
SOLO scalability 1 MWe to >1 GW Stated SOLO power scalability range
NRC meetings more than 10 Q4 2025 meetings with U.S. Nuclear Regulatory Commission
U-235 enrichment <5% U-235 LEU core design parameter in NRC submissions
Registered Terra Shares 140,480,029 shares Shares registered for resale in Form 424B3
Potential warrant proceeds $59.5 million Maximum proceeds if all registered warrants exercised for cash

Market Reality Check

Price: $4.52 Vol: Volume 647,554 is below 2...
normal vol
$4.52 Last Close
Volume Volume 647,554 is below 20-day average 755,502 (relative volume 0.86x). normal
Technical Shares trade below 200-day MA at 6.56, despite a 13.81% move and price at 4.45.

Peers on Argus

No peers in the provided sector list showed concurrent momentum; the 13.81% move...

No peers in the provided sector list showed concurrent momentum; the 13.81% move in NKLR appears stock-specific relative to available peer data.

Historical Context

5 past events · Latest: Feb 02 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Feb 02 Licensing milestone Positive -7.8% Completion of PIRT for SOLO™ ahead of U.S. NRC submission.
Jan 26 Conference updates Positive -7.6% Planned regulatory and commercialization updates at multiple conferences.
Dec 18 Sustainability award Positive +1.3% UNCA sustainability mention and SOLO™ scalability and funding update.
Dec 17 Regulatory progress Positive -8.8% Expanded NRC submissions and multiple regulatory meetings for SOLO™.
Nov 20 Commercial LOI Positive -7.2% LOI for 1 MWe SOLO pilot with 100 MWe expansion option.
Pattern Detected

Recent history shows frequent negative price reactions to generally positive operational and commercialization updates, with only one modestly positive reaction among the last five events.

Recent Company History

Over the last five news events since Nov 20, 2025, Terra Innovatum has focused on SOLO™ commercialization, NRC licensing progress, and early commercial traction. Announcements included a 1 MWe pilot LOI with expansion rights, expanded NRC submissions, a UN sustainability mention, conference participation, and completion of the PIRT milestone. Despite largely constructive updates, four of these events saw negative 24-hour price reactions, while only the UNCA sustainability recognition on Dec 18, 2025 aligned positively with the share price.

Market Pulse Summary

This announcement underscores that Terra Innovatum has lined up nuclear- and non-nuclear-grade compo...
Analysis

This announcement underscores that Terra Innovatum has lined up nuclear- and non-nuclear-grade components and an EPC contractor for SOLO™, signaling build-ready status rather than a conceptual design. In recent months, the company also advanced NRC-related work and early commercial discussions. Investors may monitor how this supply-chain readiness supports licensing progress, commercial agreements, and future capital needs, given prior disclosures about funding, going-concern risk, and substantial registered resale shares.

Key Terms

epc contractor
1 terms
epc contractor technical
"Engineering, Procurement and Construction (EPC) Contractor Early alignment..."
An EPC contractor is a firm hired to design a project, buy the required equipment and materials, and build it to working order — think of a single company acting like an architect, buyer and builder combined. For investors this matters because EPC contracts usually set fixed prices, schedules and performance guarantees, so the contractor’s ability to deliver on time, on budget and to specifications directly affects project returns, cost risk and cash flow predictability.

AI-generated analysis. Not financial advice.

  • Secured all key nuclear- and non-nuclear-grade components and systems in preparation for rapid unit deployment
  • De-risked manufacturing timelines and deployment readiness
  • Integrated supply chain partner program consists of industry leaders with nuclear-grade qualifications

NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Terra Innovatum Global N.V. ("Terra Innovatum" or the “Company”) (NASDAQ: NKLR), a developer of micro-modular nuclear reactors today announced that it has secured all key components of its SOLOTM reactor unit, representing a major execution milestone and a key point of differentiation within the advanced-reactor sector.

The Company has completed supply-chain alignment for both critical nuclear-grade and non-nuclear-grade components and systems, derisking manufacturing, construction timelines while ensuring future deployment readiness. All components have been aligned with vendors qualified to meet the strictest nuclear and industrial performance requirements.

In advanced nuclear, supply-chain readiness is where serious programs separate themselves from concepts,” said Alessandro Petruzzi, Co-Founder & Chief Executive Officer of Terra Innovatum. “By securing both nuclear-grade and non-nuclear components and systems at this stage, we are demonstrating that SOLO™ is engineered, industrialized and ready to be built.

KEY NUCLEAR GRADE COMPONENTS SECURED

Terra Innovatum has secured supply pathways for the following safety-critical, nuclear-grade components, which represent the highest barriers to entry in reactor construction:

  • Fuel
  • Control and Shutdown Mechanisms
  • Graphite
  • Pressure Vessel
  • Isolation Valves
  • Reactor Cooling Tubes
  • Core Support Structure
  • Instrumentation and Controls
  • Engineering, Procurement and Construction (EPC) Contractor

Early alignment across these elements reflects Terra Innovatum’s emphasis on manufacturability, long-lead planning and regulatory-aware design from the outset of SOLO™’s construction and deployment.

NON-NUCLEAR GRADE COMPONENTS SECURED

In parallel, the Company has secured supply arrangements for non-nuclear-grade but mission-critical primary and secondary systems, ensuring full plant-level integration and execution continuity:

  • Helium Circulator
  • Turbine
  • Steam Generator
  • Primary and Secondary Piping
  • Condenser
  • Pumps
  • Instrumentation and Controls

Together, these systems underpin SOLO™’s power-conversion and thermal-management architecture and are essential to delivering reliable, dispatchable energy at commercial scale.

Our progress across both the nuclear and non-nuclear supply chain reflects disciplined engineering and a design philosophy centered on execution and on exploiting consolidated R&D and past experience”, said Marco Cherubini, Co-Founder, Chief Technology Officer & Product Director. “This momentum strengthens our path toward commercialization and reinforces Terra Innovatum’s role in producing and delivering the next generation of scalable, reliable energy solutions.”

NUCLEAR INDUSTRY STRUCTURAL ADVANTAGES

As global demand accelerates for clean, firm power (particularly for data centers, industrial facilities, and remote or energy-constrained regions), project sponsors, regulators, and capital providers are increasingly focused on execution risk rather than theoretical performance. Terra Innovatum’s supply-chain readiness positions the Company ahead of much of the advanced-reactor field, where unresolved component sourcing remains a key development bottleneck.

This milestone supports continued progress across manufacturing planning, regulatory engagement and commercial discussions, as Terra Innovatum advances SOLO™ toward deployment.

ABOUT TERRA INNOVATUM & SOLO

Terra Innovatum's mission is to make nuclear power accessible. We deliver simple and safe micro-reactor solutions that are scalable, affordable and deployable anywhere 1 MWe at a time.

Terra Innovatum is a pioneering force in the energy sector, dedicated to delivering innovative and sustainable power solutions. Terra Innovatum plans to leverage cutting-edge nuclear technology through the SOLO™ Micro-Modular Reactor (SMR™) to provide efficient, safe, and environmentally conscious energy. With a mission to address global energy shortages, Terra Innovatum combines extensive expertise in nuclear industry design, manufacturing, and installation licensing to offer disruptive energy solutions. Committed to propelling technological advancements, Terra Innovatum and SOLO™ are dedicated to fostering prosperity and sustainability for humankind.

It is anticipated that SOLO™ will be available globally by 2028. Conceptualized in 2018 and engineered over six years by experts in nuclear safety, licensing, innovation, and R&D, SOLO™ addresses pressing global energy demands with a market-ready solution. Built from readily available commercial off-the-shelf components, the proven licensing path for SOLO™ enables rapid deployment and minimizes supply chain risks, ensuring final cost predictability. Designed to adapt with evolving fuel options, SOLO™ supports both LEU+ and HALEU, offering a platform ready to transition to future fuel supplies.

SOLO™ will offer a wide range of versatile applications, providing CO2-free, behind-the-meter, and off-grid power solutions for data centers, mini-grids serving remote towns and villages, and large-scale industrial operations in hard-to-abate sectors like cement production, oil and gas, steel manufacturing, and mining. It also has the ability to supply heat for industrial applications and other specialized processes, including water treatment, desalination and co-generation. Thanks to its modular design, SOLO™ can easily scale to deliver up to 1GW or more of CO2-free power with a minimal footprint, making it an ideal solution for rapidly replacing fossil fuel-based thermal plants. Beyond electricity and heat generation, SOLO™ can also contribute to critical applications in the medical sector by producing radioisotopes essential for oncology research and cancer treatment.

To learn more, visit: https://investors.terrainnovatum.com/. Follow us on X: https://x.com/TerraInnovatum and LinkedIn: https://www.linkedin.com/company/terra-innovatum-solo/.

FORWARD LOOKING STATEMENTS

This press release includes “forward-looking statements” within the meaning of the federal securities laws, including, but not limited to, opinions and projections prepared by Terra Innovatum’s management. Forward-looking statements generally relate to future events or future financial or operating performance, including pro forma and estimated financial information, and other “forward-looking statements” (as such term is defined in the Private Securities Litigation Reform Act of 1995). For example, projections of future sales, EBITDA, Adjusted EBITDA and other metrics are forward-looking statements. The recipient can identify forward-looking statements because they typically contain words such as “outlook,” “believes,” “expects,” “ will,” “projected,” “continue,” “increase,” “may,” “should,” “could,” “seeks,” “predicts,” “intends,” “trends,” “plans,” “estimates,” “anticipates” or the negatives or variations of these words or other comparable words and/or similar expressions (but the absence of these words and/or similar expressions does not mean that a statement is not forward-looking). These forward-looking statements specifically include, but are not limited to, statements regarding estimates and forecasts of financial and performance metrics, projections of market opportunity and market share and the potential success of Terra Innovatum’s strategy and expectations. Forward-looking statements, opinions and projections are neither historical facts nor assurances of future performance. Instead, they are based only on current beliefs, expectations and assumptions regarding the future of Terra Innovatum’s business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of Terra Innovatum’s control. These uncertainties and risks may be known or unknown. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: changes in domestic and foreign business, market, financial, political and legal conditions; failure to realize the anticipated benefits of the proposed business combination; risks relating to the uncertainty of the projected financial information with respect to Terra Innovatum; future global, regional or local economic and market conditions; the development, effects and enforcement of laws and regulations; Terra Innovatum’s ability to manage future growth; Terra Innovatum’s ability to develop new products and services, bring them to market in a timely manner, and make enhancements to its platform; the effects of competition on Terra Innovatum’s future business; and the outcome of any potential litigation, government and regulatory proceedings, investigations and inquiries. If any of these risks materialize or the Terra Innovatum’s assumptions prove incorrect, actual results could differ materially from the results implied by the forward-looking statements contained herein. In addition, forward-looking statements reflect Terra Innovatum’s expectations and views as of the date of this presentation. Terra Innovatum anticipates that subsequent events and developments will cause its assessments to change. However, while Terra Innovatum may elect to update these forward-looking statements in the future, each of them specifically disclaims any obligation to do so. Accordingly, you should not place undue reliance on the forward-looking statements, which speak only as of the date they are made.

CONTACTS

Giordano Morichi
Founding Partner, Chief Business Development Officer & Investor Relations
Terra Innovatum Global N.V.
E: g.morichi@terrainnovatum.com
W: www.terrainnovatum.com

Kaitlin Taylor
Vice President
Investor Relations
Alliance Advisors IR
E: investors@terrainnovatum.com

Fatema Bhabrawala
Director
Media Relations
Alliance Advisors IR
E: investors@terrainnovatum.com


FAQ

What supply-chain components did Terra Innovatum (NKLR) secure for the SOLO™ reactor on Feb 9, 2026?

The company secured both nuclear- and non-nuclear-grade components, covering fuel, valves, and power systems. According to the company, secured items include fuel control and shutdown mechanisms, graphite, pressure vessel, isolation valves, cooling tubes, turbine, steam generator, and piping.

How does the NKLR announcement de-risk SOLO™ manufacturing and deployment timelines?

It reduces sourcing and long-lead risk by locking qualified vendors for critical parts. According to the company, aligning nuclear-grade and non-nuclear suppliers plus early EPC engagement shortens procurement cycles and supports quicker unit deployment planning.

Which nuclear-grade components did Terra Innovatum (NKLR) list as highest barriers to entry?

The company identified fuel control and shutdown mechanisms, graphite, pressure vessel, and isolation valves among the highest barriers. According to the company, these safety-critical components represent the toughest supplier qualifications in reactor construction.

What non-nuclear systems did Terra Innovatum (NKLR) secure to complete plant-level integration?

Non-nuclear systems secured include helium circulator, turbine, steam generator, piping, condenser, and pumps. According to the company, these systems underpin power-conversion and thermal-management essential for delivering dispatchable commercial energy.

What are the next steps for Terra Innovatum (NKLR) after securing SOLO™ supply chains?

Next steps focus on manufacturing planning, regulatory engagement, and commercial discussions to progress toward deployment. According to the company, supply-chain readiness supports continued progress across manufacturing, regulatory filings, and customer conversations.
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