January 9, 2026

Meta Signs Nuclear Deals with Oklo, Vistra, and TerraPower ()

Meta has secured long-term agreements with Oklo, Vistra, and TerraPower to support existing nuclear plants and fund advanced reactor projects, supplying carbon-neutral power for AI and data center operations...

July 10, 2025

Indiana Aims to Lead on Nuclear with New SMR Pilot Program ()

Indiana Gov. Mike Braun has signed six pro-nuclear bills, including legislation to launch an SMR pilot program – marking a major pivot for a state with no existing nuclear plants...

February 11, 2023

Nuclear wins inclusion as “green” source for hydrogen


French energy minister Agnès Pannier-Runacher

France appears to wins another round against Germany in the fight to have nuclear included as a clean energy source within EU Commission rules. The EU has agreed that nuclear energy powered hydrogen will be classified as "green," so long as the carbon-intensity of the country's electricity is below 65 grammes of CO2 equivalent per kilowatt hour.

Early reporting on the EU Commission's decision regarding classification of hydrogen as "green" indicates that, once again, the EU will be recognizing low-carbon nuclear power as "green."

For more than a year, the EU has been assessing and evaluating the best way to ensure that hydrogen producers can't easily claim "green" production by using existing renewable energy, in a form of greenwashing, that simply takes credit fo renewable power that was being used elsewhere. This has forced the EU to look closely at both "additionality" and "carbon intensity."

The new rules, a draft version of which leaked out but which have not been formally published, seek to ensure that that green hydrogen is made only from “additional” renewable power, by forcing the producer to correlate its production in time and space to prevent cannibalisation of existing sources of clean energy. The Commission has finally arrived at a decision and set out two important additionality criteria:

  • By 2030, hydrogen production must be matched to renewable energy production on an hourly basis. Until then, the correlation is set on a monthly basis.
  • By 2028, hydrogen producers must prove that their electrolysers are connected to renewable energy installations no older than 36 months.

This decision enables investments in new hydrogen production to move forward with a clear understanding of how that production can benefit from the benefits available to clean energy until 90% of electricity production in a given country is produced from low-carbon sources.

While Germany has sought to exclude nuclear energy as a clean power source, France has been lobbying Brussels on the opposite side, arguing that hydrogen produced by nuclear power is also be considered "green." It appears that France has won its case in the draft rules.

In recognition of nuclear's low-carbon production, the EU has agreed that hydrogen produced in a country like France with the intensity of electricity is lower than 18 gCO2eq/MJs (or approximately 65 grammes of CO2 equivalent per kilowatt hour), then the hydrogen can qualify as green. 

Among all 27 EU countries, only France and Sweden meet this criteria. In 2021, when its nuclear fleet was almost fully operational, French power was 70% of its energy, 85% low-carbon and emissions stood at 56g CO2e per kWh. Sweden, for its part, powered predominantly with hydropower, stands at an average of 28gCO2e/Kwh.

Not only is this EU rule a win for pronuclear countries, it is laying an important precedent in setting out a base level of carbon-intensity that recognizes that what matters is the carbon-intensity of the total grid, not the amount of renewable energy. We believe this will be of increasing importance over time.

Read more at EURACTIV LEAK: France wins recognition for nuclear in EU's green hydrogen rules, by Nikolaus J. Kurmayer, Feb. 11, 2023.

December 22, 2022

Japan plans to maximize nuclear energy again


Japan—the site of one of the worst nuclear accidents ever to occur—has reversed the decision to end use of nuclear. In a policy vote, Japan has adopted a plan to once again maximize use of nuclear to meet energy needs while reducing emissions.  This is a major shift for Japan. Now the question on everyone's mind, is whether the Germans will follow suit and consider re-starting their nuclear power plants.

For many, this reversal would seem quite unbelievable. Yet, in the face of global fuel shortages, rising prices and the threats posed by climate change, facts matter. 

In fact, the Fukushima tragedy has been wildly mischaracterized. An earthquake set off a tsumani, which hit the Fukushima prefecture with a 30-foot wave which killed more than 15,000 people, caused billions in damage and also wiped out power to the Daiichi power plants. The loss of power happened because of improper placement of the back-up power system and poor enforcement. This resulted in loss of coolant and a reactor melt-down, which damaged the plant. However, the actual melt-down did not cause a single death. A better interpretation is to see this performance as evidence of the incredible safety of the plant, despite such severe circumstances.

Under their new policy, not only will Japan restart as many reactors as possible but they also plan to prolong the operating lives of againg plants and begin the process of developing next-generation reactors for building more nuclear capacity. Apparently, before Fukushima, Japan's 54 nuclear reactors provided 30% of the nation's power. Now, there are just 10 plants operating, 27 that have applied for restarts and 17 that have passed safety checks.  Yet there are almost 20 that will likely need to be retired.

UPDATE Feb 2023:  According to Kyodod News, Japan's Cabinet formally adopted the planned policy (as described above) to allow for "the operation of nuclear reactors beyond their current 60-year limit alongside the building of new units to replace aging ones as part of efforts to cut carbon emissions while ensuring adequate national energy supply." 

Additionally, the Japanese government plans to raise about 20 trillion yen ($152 billion) through the issuance of green transformation bonds to boost investment in decarbonization projects, as it estimates public and private investment of over 150 trillion yen will be necessary over the next 10 years.

Read more at the AP,  "Japan adopts plan to maximize nuclear energy, in major shift," by Mari Yamaguchi, December 22, 2022 and Kyodo News, "Japan formally adopts policy of using nuclear reactors beyond 60 yrs," February 10, 2023.

May 4, 2022

UNECE’s Life Cycle Assessment of Electricity Generation Options

The UNECE's report,Life Cycle Assessment of Electricity Generation Options, published in October 29, 2021 and updated May 4, 2022, contains more than fifty figures detailing the life cycle findings relating to the impacts of various types of electricity generation. On nearly every dimension, we can see the high generation and  low ecologic impact of nuclear, especially relative to other types of energy. This data provides support for the unique value of low-carbon nuclear energy to global decarbonization.

July 21, 2020

Apple says its supply chains and products will be carbon neutral by 2030


Apple announced plans to make its entire business carbon neutral within the next 10 years. The roadmap to sustainability is part of the company’s annual Environmental Progress Report. Reducing every device it sells to zero climate impact means that the company will, at a minimum need to reduce emissions from production by 75%. The remainder will be focused on efforts to help remove carbon from the atmosphere.

See TechCrunch: "Apple says its supply chains and products will be carbon neutral by 2030."

© 2026 Nucleation Capital | Terms & Policies

Nucleation-Logo