A look at why using retired Navy reactors to power AI might not work and how Blue Energy reflects the practical path forward...
The U.S. Army is progressing with Project Janus to deploy a transportable microreactor by 2028, with Radiant already participating through the ANPI program; the effort supports defense energy needs while commercial use will still depend on NRC licensing...
Published by Nucleation Capital in Advanced Nuclear, Advanced Nuclear Customers, Department of Energy, Electrification, Energy transition, Fission, Future of Energy, Government, Grid Resiliency, National Defense, NEWS, Nuclear innovation, Nuclear R&D, Nuclear Regulatory Commission, Nuclear-inclusive energy policy, Portfolio Venture, Private companies, Trump Administration
South Africa Signals Major Nuclear Shift with Koeberg Extension, PBMR Revival, and SMR Direction ()
South Africa has extended Koeberg’s life, moved to revive the PBMR program, and affirmed SMRs as a core part of its long-term nuclear strategy to stabilise the grid and support industrial growth...
Published by Nucleation Capital in Advanced Nuclear, Artificial Intelligence, Data centers & Digital Infra, Electrification, Energy transition, Fission, Future of Energy, Government support, Grid Resiliency, International support for nuclear, LINKS, Nuclear innovation, Politicians supporting nuclear
Progress continues on the Three Mile Island Unit 1 restart as the DOE approves a $1B loan to accelerate Constellation’s 2027 timeline while NRC licensing and water-related permits remain ahead...
Published by Nucleation Capital in Department of Energy, Distributed grids, Electrification, Energy abundance, Energy transition, Fission, Government, Government support, Grid Resiliency, LINKS, Nuclear competitiveness, Nuclear financing, Nuclear R&D, Nuclear Regulatory Commission, Pronuclear States, Trump Administration, US competitiveness
Path Power – An innovative, early-stage California-based developer of a robotic and AI-enabled system for drilling and laying transmissions lines underground, without the need for trenching.
Published by Nucleation Capital in Electrification, Energy transition, Grid Resiliency, PORTFOLIO, Transmission
In a recent report, Goldman Sachs outlines how rising AI power demand, geopolitical competition, and advances in fission, SMRs, and fusion are positioning nuclear energy for a global comeback...
Published by Ian Brusewitz in Advanced Nuclear, Artificial Intelligence, Climate policy, Data centers & Digital Infra, Electrification, Energy abundance, Energy transition, Fission, Fusion, Future of Energy, Global emissions, Government support, Grid Resiliency, International Collaboration, Nuclear competitiveness, Nuclear financing, Nuclear R&D, REPORTS, Solving climate, Trump Administration, US technological leadership
CATF's Beyond LCOE Report
takes a systems-oriented perspective to evaluate electricity decarbonization pathways and finds that LCOE is not an effective approach to planning decarbonization policies.
Published by Nucleation Capital in 100% Renewables, Carbon emissions, Climate change, Climate policy, Construction costs, Distributed grids, Electrification, Energy abundance, Energy transition, Grid Resiliency, Land Use by Energy, REPORTS, Solving climate
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