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Will the NRC issue a Request for Additional Information (RAI) or supplemental information request on FRMI's COLA application by December 31, 2026?

Resolves January 31, 2027(316d)
IG: 0.80

Current Prediction

80%
Likely Yes
Model Agreement94%
Predictions9 runs
Last UpdatedMarch 20, 2026

Why This Question Matters

NRC engagement is the existential variable. All 6 lenses converge on NRC licensing as the binary event that determines whether the business model has value. An RAI is a normal part of the review process but reveals the depth of NRC scrutiny and potential gaps. Significant delays or deficiency findings would validate the EXISTENTIAL regulatory classification. Smooth progress would narrow the narrative-reality gap.

REGULATORY_EXPOSUREREVENUE_DURABILITY

Prediction Distribution

0%25%50%75%100%
opus
sonnet
haiku
Range: 75%85%Aggregate: 80%
Individual Predictions(9 runs)
opusRun 1
82%

NRC RAIs are a standard, expected part of the COLA review process — virtually every nuclear application receives multiple rounds of RAIs. The question is not whether an RAI will be issued but when. With the application accepted and a 9-month window (March to December 2026), the NRC's typical review timeline strongly suggests at least initial RAIs would be issued. The only scenario for NO is if the NRC review proceeds extremely slowly (processing backlog) or the application is so deficient that it requires a fundamentally different type of response. Historical NRC review patterns show RAIs within 6-12 months of acceptance.

RAIs are standard NRC procedure — nearly universal9-month window aligns with typical RAI timelineFirst large reactor application in 15+ years may receive heightened attention
opusRun 2
78%

The question asks about RAI or supplemental information requests — a very broad category that encompasses most forms of NRC engagement beyond simple acknowledgment. Given that FRMI's application is the first large reactor COLA in 15+ years, the NRC will likely apply heightened scrutiny. The fact that FRMI has not publicly disclosed its reactor design compounds the likelihood of RAIs — the NRC will need detailed technical information that may not be in the initial application. The 9-month window is generous for initial RAIs.

Broad question scope — RAI or any supplemental requestUndisclosed reactor design increases information request likelihoodNRC heightened scrutiny for novel application
opusRun 3
80%

NRC review of COLA applications historically involves extensive RAI exchanges. The committee identified NRC as the existential variable with REGULATORY_EXPOSURE at EXISTENTIAL. For the question to resolve NO, the NRC would need to either (a) not begin substantive review within 9 months, or (b) find the application so complete that no additional information is needed. Neither scenario is likely given the unprecedented nature of the application, the undisclosed reactor design, and NRC's thorough review standards. I estimate 80% probability that some form of formal information request will be issued.

Historical pattern: RAIs are near-universal in COLA reviewsUndisclosed reactor design guarantees information gapsNRC thorough review standards
sonnetRun 1
85%

This is nearly certain. RAIs are the default NRC engagement mechanism — it would be extraordinary for a COLA application, especially one this novel, to NOT receive RAIs. The 9-month window is more than sufficient. The NRC staff will begin technical review within months of acceptance and will inevitably identify areas requiring clarification. The only uncertainty is whether the NRC review timeline is so slow that formal RAIs haven't been issued by year-end 2026.

RAIs are default NRC procedure — extraordinary not to receive themNovel application type guarantees scrutiny9-month window is generous
sonnetRun 2
77%

While RAIs are standard, I slightly discount for the possibility that the NRC is resource-constrained and this novel application may sit in queue longer than expected. The NRC has not reviewed a large reactor COLA in 15+ years, which could mean either (a) heightened priority (more attention, faster RAIs) or (b) institutional atrophy (slower processing, rebuilding review capability). I lean toward the former but acknowledge uncertainty about NRC processing capacity.

Standard RAI procedure favors YESNRC institutional capacity uncertaintyNovel application could mean priority OR delay
sonnetRun 3
83%

The question is broadly framed — any RAI, supplemental request, or deficiency notice counts. The NRC's formal review process almost always generates information requests within the first year. Given that FRMI filed a COLA for a novel application type and the NRC accepted it, substantive technical review should produce formal requests well within 9 months. The committee's EXISTENTIAL classification reinforces that the NRC process will be thorough and demanding.

Broad resolution criteria — any formal request qualifiesNRC substantive review generates requestsEXISTENTIAL classification implies thorough process
haikuRun 1
80%

RAIs are standard NRC procedure. Novel application type ensures scrutiny. 9-month window is sufficient for initial requests. High probability YES.

RAIs are standard procedureNovel application ensures scrutiny9-month window sufficient
haikuRun 2
75%

Standard NRC process strongly favors RAI issuance. Slight discount for possible NRC processing delays given this is the first large reactor COLA in 15+ years. The NRC may need to rebuild review capacity, potentially delaying formal requests. Still well above 50%.

Standard process favors YESNRC capacity rebuild possibleFirst large reactor COLA in 15+ years
haikuRun 3
78%

Broad resolution criteria combined with standard NRC review process makes this highly likely. The undisclosed reactor design means information gaps are guaranteed. RAIs within 9 months of acceptance is consistent with historical NRC patterns.

Broad criteria captures any formal requestUndisclosed design guarantees information needsHistorical pattern supports timeline

Resolution Criteria

Resolves YES if the NRC publicly issues any Request for Additional Information, supplemental information request, or formal deficiency notice related to FRMI's COLA application by December 31, 2026. Resolves NO if no such request is publicly documented by January 31, 2027.

Resolution Source

NRC ADAMS database, NRC public docket for FRMI COLA

Source Trigger

NRC COLA Review Milestones — safety evaluation and environmental review progress

regulatory-readerREGULATORY_EXPOSUREHIGH
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