Ontario Power Generation signed a deal with French company Orano for enriched uranium fuel supply for its Darlington BWRX-300 SMRs — diversifying away from sole reliance on US-sourced enriched uranium amid US-Canada trade tensions. Orano is one of the world's largest uranium enrichment and fuel fabrication companies with facilities in France. The deal demonstrates the strategic importance of fuel supply security for the first commercial SMR project in the G7.