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15.04.26 - 13:31
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Goldman Highlights Global Nuclear Progress Across SMRs And The Fuel Chain (ZeroHedge)
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Goldman Highlights Global Nuclear Progress Across SMRs And The Fuel Chain
March saw the submission of multiple construction permits for new reactors, while new designs like India's thorium reactor, obtained their first criticality. Microreactors in the US also progressed through DOE regulatory pathways as they approach a criticality deadline in July.
Last month also saw multiple headlines in the US across the nuclear fuel chain. Uranium pricing in the spot market was relatively flat after the significant pullback in February. GS updated their uranium supply demand model to account for some of the latest updates resulting in a continued gross mismatch over the next couple decades.
These nuclear industry updates come in a time of great power competition in the form of an AI race between China and the US. Constellation Energy's CEO Joseph Dominguez recently stated the US is "very behind" China in the race to build up energy to feed AI data centers.
Taking into account the fact th...
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02.04.26 - 00:03
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The Actual Problem With America′s Energy Security Is Starting To Reveal Itself... (ZeroHedge)
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The Actual Problem With America's Energy Security Is Starting To Reveal Itself...
Constellation Energy's high-profile effort to revive one of the Three Mile Island reactor plants, now renamed the Crane Clean Energy Center, has run into a four-year-tall roadblock: the grid itself.
The company had targeted a restart in the second half of 2027 to deliver roughly 835 megawatts of nuclear power to Microsoft data centers under a long-term agreement.
Yet PJM Interconnection, the regional grid operator, reports full deliverability could take until 2031.
The holdup stems from needed transmission upgrades.
The $1 billion loan secured by Constellation has only been followed by delays...
BOOM
*CONSTELLATION GETS $1B US LOAN TO REOPEN THREE MILE ISLAND
— zerohedge (@zerohedge) November 18, 2025
Constellation pushed back quickly, insisting the plant remains on schedule for 2027 operations and that it is actively negotiating with PJM and local utilities to shorten the timeline. The 2031 date, the company...
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