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SITUATION ANALYSIS: America may have fixed the nuclear permitting problem. What Lee Robinson, founding member & COO of General Matter, says is happening: • Regulatory reform has made real progress • Small modular reactors and microreactors are closer to coming online • Reactor companies are now focused on fuel...

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29,213 views • 21 days ago •via X (Twitter)

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SITUATION ANALYSIS: AI data centers may be driving America’s nuclear comeback. What Christopher Koopman says is happening: • Nuclear companies are already building test reactors • Some are already going critical • Hyperscalers are demanding huge amounts of reliable power • Data centers need baseload electricity that can run around the clock • Chris says you probably don’t get the nuclear renaissance without the data-center build-out • The next unlock is small modular reactor rulemaking • After that, the question becomes how fast America can build
1:18

SITUATION ANALYSIS: AI data centers may be driving America’s nuclear comeback. What Christopher Koopman says is happening: • Nuclear companies are already building test reactors • Some are already going critical • Hyperscalers are demanding huge amounts of reliable power • Data centers need baseload electricity that can run around the clock • Chris says you probably don’t get the nuclear renaissance without the data-center build-out • The next unlock is small modular reactor rulemaking • After that, the question becomes how fast America can build

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NUCLEAR 101: Fast reactors use fast-moving neutrons to make better use of nuclear fuel. They can operate on both fissile material and recycled fuel from other reactors to drastically reduce waste while increasing the performance of nuclear power plants. Here’s how they work:
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NUCLEAR 101: Fast reactors use fast-moving neutrons to make better use of nuclear fuel. They can operate on both fissile material and recycled fuel from other reactors to drastically reduce waste while increasing the performance of nuclear power plants. Here’s how they work:

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Today, many professionals in the nuclear energy industry believe that small modular reactors (SMRs) are an important direction for the future development of nuclear reactor technology. Linglong One(ACP100) stands as an innovative pioneer in the small reactor sector, charting new paths for comprehensive nuclear energy utilization. With the diversification of global energy demand and the urgent need for clean energy development, small reactors demonstrate unique advantages in remote area power supply and urban heating due to their flexibility and safety features.
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Today, many professionals in the nuclear energy industry believe that small modular reactors (SMRs) are an important direction for the future development of nuclear reactor technology. Linglong One(ACP100) stands as an innovative pioneer in the small reactor sector, charting new paths for comprehensive nuclear energy utilization. With the diversification of global energy demand and the urgent need for clean energy development, small reactors demonstrate unique advantages in remote area power supply and urban heating due to their flexibility and safety features.

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President Trump is lowering tariffs on nonessential goods. Howard Lutnick says the President is “gonna use the power of what he has created to bring these prices down so that by Christmas, the prices in America are lower and lower”

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New Hampshire is preparing to lead the world on next generation nuclear energy — with small, modular reactors. This is how we will power the Granite Gulch.
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What if the logic at the core of the SMR paradigm is faulty? One of the key promises of SMRs is to move a greater percentage of work from the unproductive construction site to a productive factory environment... but what if large modular reactors do a better job of that? Module construction for the nuclear steam supply system and balance of plant containing key components, HVAC, electrical, plumbing etc... can be moved to the factory environment in small or large modular reactors like AP1000, ABWR or the most recent CANDUs. Civil works and site preparation cannot. The problem with grid scale SMRs like BWRX-300 & AP300 etc... is that the civil works and site preparation don't scale down proportionately with the decreased reactor output. The nuclear steam supply system and turbine island is typically only 25-35% of the overnight construction cost of a nuclear plant. The civil works, site preparation, installation work dominate overnight cost. Therefore with grid scale SMRs ~300MWe you actually end up with a greater proportion of work per MWe being on the unproductive construction site compared to a large modular reactor defeating the premise and promise of SMR productivity gains.
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Last year, electric and gas utility companies requested to raise their rates by $31 billion, the largest increase on record. But instead of doing everything he can to make power more affordable, President Trump cut the clean energy grants that would have helped lower electricity prices.

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