July 16, 2025: The Water Cost of Electricity on the Susquehanna River

May 15, 2025: Data Centers and Nuclear Power on the Susquehanna River: More Questions than Answers

Sep 29, 2024: The case against restarting Three Mile Island’s Unit-1


Radioactive: The Women of Three Mile Island

Did you catch "The Meltdown: Three Mile Island" on Netflix?
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Learn more on this site and support our efforts. Join TMIA. To contact the TMIA office, call 717-233-7897.

    

The Duane Arnold nuclear power plant in Palo, Iowa, in 2018. Google and NextEra Energy on Oct. 27, 2025, announced a plan to bring the shuttered facility back online by 2029.

Dive Brief:
  • Google and NextEra Energy will collaborate to restart the 600-MW Duane Arnold Energy Center in Iowa as part of a larger partnership aimed at accelerating nuclear deployment across the U.S., the two companies said Monday.
  • On Friday, Santee Cooper revealed it has signed a letter of intent regarding the potential sale of two unfinished reactors at the abandoned V.C. Summer project in South Carolina to Brookfield Asset Management. The 2.2-GW project was mothballed in 2017 following delays and cost overruns.
  • The reexamination of retired or canceled nuclear projects comes as the U.S. is desperate for power resources to support artificial intelligence and other demand centers. New resources may have some market advantages over existing generators, and the recent deals are a “positive” for the sector, according to equity analysts at Jefferies.
Dive Insight:
The U.S. Department of Energy last week directed the Federal Energy Regulatory Commission to initiate rulemaking to accelerate large loads interconnecting to the nation’s electric grid.
 
While the DOE’s action is broadly seen as designed to speed the interconnection of AI and data center loads, Jefferies analyst Julien Dumoulin-Smith said the market may have overlooked the proposed rule’s recommendation that existing generators co-locating with new loads 20 MW or higher be required to undertake a reliability review.
 
“The generator could not serve new load until necessary transmission upgrades are completed, at the generators expense,” Dumoulin-Smith wrote in a Monday note about the DOE letter and new nuclear deals. “We see the letter as all but ensuring the market will prefer front-of-the meter deployments, with preferential treatment clearly emphasized for those bringing new supply.”
 
In South Carolina, Jefferies sees Brookfield going “all-in on new nuclear.” It said “Brookfield’s participation in nuclear is bullish for new nuclear companies broadly.”
 
Proposed in 2008, the V.C. Summer expansion was supposed to cost less than $12 billion. Owners SCANA and Santee Cooper abandoned the project in 2017 after concluding that completing construction would take years and costs could spiral to $25 billion.
 
However, Santee Cooper has maintained equipment at the site over the past eight years, utility president and CEO Jimmy Staton said in a statement.
 
“The state of the units, and the fact that they use the same Westinghouse AP1000 technology that is now operating in Georgia and overseas, make these assets very attractive to the nuclear power industry,” Staton said.
 
Santee Cooper launched a competitive bidding process in January. It received initial expressions of interest from over 70 potential bidders and 15 formal proposals. The letter of intent with Brookfield establishes a six-week initial project feasibility period during which the parties will select a project manager and evaluate construction providers to resume construction of the two nuclear units.
 
“The six weeks also would allow for advanced discussions with entities interested in buying nuclear power generated by the units and facilitate additional due diligence, leading to execution of a Memorandum of Understanding,” Santee Cooper said.
 
In Iowa, Google and NextEra say they expect Duane Arnold to be back online in early 2029.
 
“Restarting a once fully operational plant is the fastest path to unlock large-scale nuclear power to meet AI growth in the near-term,” the internet giant said in a news release.
 
The Federal Energy Regulatory Commission in August approved a waiver request that will allow NextEra to restart the facility. NextEra shuttered the plant in 2020 because of challenging economic conditions.
 
“Our partnership with Google not only brings nuclear energy back to Iowa — it also accelerates the development of next-generation nuclear technology,” NextEra Chairman and President John Ketchum said in a statement.
 
Demand growth from data centers, industry and electrification is driving a utilities to reconsider older generating facilities. The Palisades plant in Covert Township, Michigan, in August became the first decommissioned U.S. nuclear plant to officially transition to “operations” status
What does Trump's $80 billion nuclear deal get us? Maybe four 1 GW nuclear reactors.  
 
Instead, you could build 58 GW of solar or 38GW of wind for the same cost.
 
More from @nirsnet's Tim Judson 
Susquehanna - Full Reactor SCRAM & Fire in Switchyard
U.S. Nuclear Regulatory Commission
Operations Center
 
EVENT REPORTS FOR
10/28/2025 - 10/29/2025
 
EVENT NUMBERS
58012
Power Reactor
Event Number: 58012

Facility: Susquehanna
Region: 1     State: PA
Unit: [2] [] []
RX Type: [1] GE-4,[2] GE-4
NRC Notified By: Kenneth Hulbert
HQ OPS Officer: Kerby Scales Notification Date: 10/28/2025
Notification Time: 22:57 [ET]
Event Date: 10/28/2025
Event Time: 19:04 [EDT]
Last Update Date: 10/28/2025 

Emergency Class: Non Emergency
10 CFR Section:
50.72(b)(2)(iv)(B) - RPS Actuation - Critical 50.72(b)(2)(xi) - Offsite Notification
Person (Organization):
Young, Matt (R1DO)
Grant, Jeffery (IRMOC)
McKenna, Philip (NRR EO)
 

Power Reactor Unit Info

Unit SCRAM Code RX Crit Initial PWR Initial RX Mode Current PWR Current RX Mode
2 A/R Y 100   0  

Event Text

RPS ACTUATION AND OFFSITE NOTIFICATION

The following is a summary of information provided by the licensee via phone and email:

At 1904 EDT on 10/28/2025, there was a full reactor scram at Susquehanna Unit 2 from 100 percent power.
 
All systems operated as expected, and the plant is stable in mode 3 with decay heat removal via the main condenser.
 
The cause of the scram is under investigation. Unit 1 was not affected.

Concurrent with the Unit 2 scram, the control room received a report of a fire outside of the protected area near
 
the Susquehanna Steam Electric Station 500-kilovolt switchyard. The local fire department responded to the site
 
with lights and sirens active which caused heightened public concern on social media. An event of potential
 
public interest notification was made to the Pennsylvania Emergency Management Agency (PEMA).
 
It was determined no fire existed, no actions were taken by the offsite fire company, and no personnel
 
were injured during the event.

Whether the reported fire and the reactor scram are related, is being investigated.

This event is being reported under 10 CFR 50.72(b)(2)(iv)(B) and 10 CFR 50.72(b)(2)(xi) for the unplanned
 
actuation of the reactor protection system while the reactor is critical and for the offsite notification to PEMA.

The NRC Resident Inspector has been notified.

Trump’s $80B nuclear deal with Japan changes everything

Historic Westinghouse partnership funded by massive Japanese trade agreement aims to transform American energy

The Trump administration has secured one of the most ambitious nuclear energy deals in American history, leveraging an $80 billion commitment funded through a massive trade agreement with Japan to dramatically reshape the nation’s power infrastructure. The groundbreaking partnership with Westinghouse and its owners, Brookfield Asset Management and Cameco Corporation, represents a bold strategy to quadruple U.S. nuclear capacity by 2050.

The complex arrangement emerged from months of negotiations between Commerce Secretary Howard Lutnick and Brookfield executives, culminating in a signing ceremony that coincided with Trump‘s first meeting with Japan’s new Prime Minister Sanae Takaichi. The deal demonstrates how the administration is using international trade relationships to secure critical energy infrastructure investments that support domestic strategic objectives.

 

Japanese funding provides massive financial foundation

The nuclear reactor investment draws from a staggering $550 billion trade agreement between Washington and Tokyo, with Japan’s economy ministry earmarking up to $100 billion specifically for U.S. government spending on Westinghouse reactors. This arrangement allows America to pursue aggressive nuclear expansion without straining federal budgets, while providing Japan with strategic energy partnership benefits.

The involvement of Japanese funding reflects Trump‘s broader approach to trade negotiations, where critical supply agreements for power and mining assets become integral components of international deals. This strategy positions nuclear energy development as both a domestic priority and an element of international economic diplomacy.

 

Eight advanced reactors anchor expansion plans

The $80 billion investment will fund approximately eight Westinghouse AP1000 power plants, according to Brookfield projections, though the final configuration may include a mixture of larger traditional facilities and smaller modular reactors. These advanced AP1000 units represent proven nuclear technology designed with enhanced safety features and improved operational efficiency compared to older reactor designs.

Westinghouse executives emphasize that the AP1000 reactor design offers replicable, scalable technology that can be deployed more efficiently than previous nuclear projects. This standardized approach aims to avoid the costly delays and budget overruns that have plagued recent American nuclear construction efforts.

Government secures significant ownership potential

The partnership includes unprecedented profit-sharing mechanisms that could eventually provide the federal government with substantial equity stakes in Westinghouse. Under the agreement’s structure, Washington would gain rights to 20 percent of company profits once current owners receive $17.5 billion in distributions.

Additionally, the government can require Westinghouse to pursue public listing if company valuations exceed $30 billion by 2029, potentially converting profit-sharing arrangements into direct equity ownership of up to 20 percent. These provisions recognize the government’s role in accelerating long-term value creation through financial, regulatory, policy, and diplomatic support.

Federal support extends beyond financial investment

Washington’s commitment encompasses more than monetary contributions, with the government pledging assistance in securing land acquisitions and regulatory permissions for reactor construction. Federal involvement may include loan guarantees and support for Westinghouse’s international business development efforts.

This comprehensive support structure addresses historical challenges that have deterred private nuclear investment, particularly concerns about regulatory delays and construction risks. The government’s willingness to provide multifaceted assistance signals serious commitment to nuclear expansion goals.

Strategic timing coincides with Asian diplomacy

The deal’s announcement timing proved significant, with Brookfield CEO Bruce Flatt joining Trump’s delegation to Japan for the signing ceremony. This high-level coordination demonstrates how nuclear energy policy has become integrated with broader international trade strategies and diplomatic initiatives.

The arrangement also positions nuclear cooperation as a foundation for Trump’s upcoming trade discussions with China, potentially providing leverage in negotiations over critical energy infrastructure and technology transfer agreements.

Industry recovery from previous setbacks

The partnership comes as Westinghouse works to rebuild credibility following its 2017 Chapter 11 bankruptcy filing, which resulted from massive cost overruns at Georgia’s Vogtle nuclear plant. The most recent American nuclear project exceeded its original $14 billion budget by more than double and faced years of construction delays.

However, company officials express confidence that lessons learned from previous challenges have improved their ability to deliver projects on schedule and within budget parameters. The standardized AP1000 design represents their strategy for achieving more predictable construction outcomes.

Ambitious capacity targets drive urgency

Trump has directed the nuclear industry to fast-track both large and small reactor development to reach 400 gigawatts of total capacity by 2050. This target represents a fourfold increase from current levels and would position nuclear power as a dominant component of American electricity generation.

 NEWS FROM BEYOND NUCLEAR

 
  For immediate release 

  Contact: Kevin Kamps, radioactive waste specialist, Beyond Nuclear, Kalamazoo, Michigan, (240) 462-3216, kevin@beyondnuclear.org

  Michael J. Keegan, chair, Don't Waste Michigan, Monroe, Michigan, mkeeganj@comcast.net 

Opponents to Protest Holtec's Unprecedented Palisades "Zombie" Atomic Reactor Restart 

with Halloween Street Theater of the Absurd

Recent Incidents at Lake Michigan Shore Nuclear Plant Reveal Lack of Quality Assurance, 

a Red Flag for Potentially Monstrous Risks to Come

COVERT TOWNSHIP, MICHIGAN and WASHINGTON, D.C., October 28, 2025--

"Zombies Against Palisades!" (ZAP!), a Halloween-themed protest against the nuclear nightmares unfolding at Holtec's Lake Michigan shoreline nuclear power plant in southwest Michigan, will be held on Friday, October 31, 2025 at U.S. Representative Huizenga's office in Portage, Michigan. (U.S. Rep. Huizenga has been a staunch supporter of Holtec's unprecedented, and absurdly dangerous, reactor restart scheme, and the $1.52 billion, and still counting, in federal taxpayer bailouts paying for it.) Traverse City-based Great Lakes singer/songwriter Victor McManemy, and the Fennville, Michigan-based Great Lakes Brass Band, will perform at the protest rallies from noon to 1:30pm ET, and 4:30 to 6pm ET.

Holtec's extremely high-risk "zombie" reactor restart is now being overseen by a zombified safety regulator. U.S. Nuclear Regulatory Commission (NRC) safety regulation, never robust, has been in absolute free fall. Now the federal government shutdown means even less NRC oversight and enforcement, as Holtec races at breakneck speed to restart the 60-year old (designed in the mid-1960s), severely age-degraded atomic reactor. Holtec's dangerous rush seems to be driven by its Initial Public Offering, announced for early 2026, where it hopes to raise $10 billion. (Holtec has long maintained it would restart Palisades by the end of 2025 at the latest, but Bloomberg has just reported the reactor will not resume operations until early next year.) 

The consequences of Holtec's race to the cliff edge, and NRC's dangerously diminished regulatory oversight, have become quite clearly evident, made manifest by major management failures. A Holtec Palisades worker falling into the flooded reactor cavity during refueling operations on October 21, 2025 garnered widespread media coverage. However, additional recent incidents at Palisades have yet to receive much, if any, media coverage whatsoever. These include a leak of toxic chemicals into Lake Michigan, as well as empty alcohol bottles found in Palisades' critical reactor-related "protected area." The glaring lack of oversight and poor Quality Assurance raise red flags for potentially worse risks to come once Holtec actually restarts Palisades.

U.S. Nuclear Regulatory Commission (NRC) incident report dated October 22, 2025 stated: "On October 22, 2025, at 0452 EDT, chemistry determined that a report to the State of Michigan, Department of Environment, Great Lakes, and Energy, would be required based on exceeding the National Pollutant Discharge Elimination System permit limit for hydrazine. This exceedance did not exceed any NRC regulations or reporting criteria...There was no impact on the health and safety of the public or plant personnel. (Emphasis added)

The incident report's wording is peculiar and misleading. The exceedance did exceed National Pollutant Discharge Elimination System (NPDES) limits for hydrazine discharges into Lake Michigan, as the NRC incident report itself also stated, violating State of Michigan regulations, and requiring a notification to relevant state agencies.

Hydrazine is an ultra-toxic, cancer-causing chemical. Despite 71 environmental organizations officially objecting to Holtec's renewal of Palisades' NPDES permit by the October, 2024 public comment deadline -- with a particular concern about the large amounts of hydrazine discharge that would be allowed into Lake Michigan -- MI EGLE (the State of Michigan Department of Environment, Great Lakes, and Energy) rubber stamped the NPDES permit anyway on June 27, 2025. This is yet another act -- which has included $300 million in state taxpayer bailout funding pocketed by Holtec -- by the state government enabling Holtec's unprecedented Palisades restart scheme.

"Holtec and the State of Michigan seem to regard the Great Lakes as a radioactive wastewater and toxic chemical industrial sewer, rather than the sacred source of drinking water, and so much more, for more than 40 million people in eight U.S. states, two Canadian provinces, and a very large number of Indigenous Nations," said Kevin Kamps, Kalamazoo, Michigan-based radioactive waste specialist at Beyond Nuclear. "As Indigenous Water Protectors from the Dakotas to the Great Lakes proclaim, 'Water Is Life.' Holtec's Palisades restart is an existential threat to 21% of the entire planet's vital surface fresh water supply," Kamps added.

Beyond Nuclear's board of directors president emerita, Kay Drey in St. Louis, Missouri, published a pamphlet about the harm to human health caused by intentional, permitted "routine releases" of hazardous radioactivity and toxic chemicals, even during "normal operations" at nuclear power plants. (The pamphlet includes a photo of Palisades' wastewater discharge pathway.) Unintentional leaks and spills make matters worse.

"As Dr. Rosalie Bertell of the International Institute of Concern for Public Health warned decades ago in her book No Immediate Danger?: Prognosis for a Radioactive Earth, it's irresonsible and misleading for the incident report to claim that '[t]here was no impact on the health and safety of the public.' What about the latency period for hydrazine-caused cancer? What about the future negative health consequences for area residents who ingest carcinogenic hydrazine in their drinking water, or the fish they eat?" asked Kamps.

Yet another NRC incident report dated October 26, 2025 stated: FITNESS FOR DUTY (FFD) EVENT..."On 10/25/25, at approximately 1230 EDT, 3 empty alcohol bottles were found in the protected area by a contract employee. Site security was notified and took possession of the empty bottles which were removed from the protected area. The individual who accidentally brought in the empty alcohol bottles with other non-alcoholic empty bottles was tested for FFD and was negative... (Emphasis added)

"This Fitness for Duty incident report is confusing, begging more questions than it answers. Regarding the individual who brought the three empty alcohol bottles into the protected area, what are their safety responsibilities? How and why did the individual 'accidentally' bring empty alcohol bottles, and other non-alcohol empty bottles, into the protected area? Where and by whom was the alcohol consumed? Was it consumed by others in the protected area, who were then not tested for Fitness for Duty? As Holtec races to restart Palisades, is there a substance abuse problem amongst its workers in charge of vital safety jobs?" Kamps asked.

"These most recent Event Reports have an underlying root cause of poor Quality Assurance and a lack of oversight by Holtec at Palisades. The poor Quality Assurance at Palisades is endemic and baked in, soon to be pronounced as equipment fails. Holtec has placed production over safety with a multitude of requests for relief as they gallop to calamity," stated Michael J. Keegan, researcher with Don't Waste Michigan.

"A wide variety of incident reports have been issued about the Palisades atomic reactor since construction began in 1967, and since operations began in 1971, until Entergy made the wise decision to close it for good on May 20, 2022, due to yet another reported incident -- the latest in 50 years of safety-crtiical control rod drive mechansim seal leaks, yet another potential pathway to reactor core meltdown. Palisades has long been nicknamed 'The Monster on the Beach' by some of its nearest neighbors. These major management failures by Holtec and NRC beg the question, does Dr. Frankenstein even know what mischief his monster is getting into?" Kamps asked.

"Perhaps most monstrously, the move by NRC's Advisory Committee on Reactor Safeguards to strike the Palisades steam generator discussion from the agenda of its last major meeting before the restart decision deprives the public of open scientific and engineering discussion to ensure there is no major radiological accident at Palisades. Credible nuclear engineers, including our expert witness Arnie Gundersen, have warned that there are high odds of a disaster which would be worsened by the lack of working, proven emergency arrangements. The hallmark of a Zombie Palisades restart is this sense of a relentless lurching forward where the corporation and the NRC pointedly ignore authoritative warnings of a real-time horror show," said Terry Lodge, Toledo, Ohio-based attorney for the environmental coalition opposing the reactor restart. 

A one-stop-shop of Beyond Nuclear web posts about Palisades, arranged chronologically backwards from the present to April 2022, can be found here. That was the month Holtec's CEO Krishna Singh first floated "Small Modular Reactor" construction at Palisades, and Michigan Governor Gretchen Whitmer first floated the zombie reactor restart scheme, breaking the promise to decommission Palisades instead.

'It was an accident' Holtec says after worker falls into reactor cavity at Palisades


 
 

'It was an accident' Holtec says after worker falls into reactor cavity at Palisades

Michigan's Occupational Safety and Health Administration has launched an investigation after a worker fell into a reactor cavity at the Palisades Nuclear Plant.

The Frothiest AI Bubble Is in Energy Stocks

Story by Jinjoo Lee  • 3 min read

 


Sam Altman, CEO of OpenAI, has backed zero-revenue energy company Oklo.© Kyle Grillot/Bloomberg

Forget about the froth in tech valuations. The real excess might be building up in energy stocks.

For all the fears about stretched technology shares, many of those companies are hugely profitable ones that will keep chugging along even if the artificial-intelligence boom doesn’t have legs. Not so in the energy sector. A group of non-revenue-generating energy companies have collectively ballooned in value to more than $45 billion in hopes that tech companies will one day pay for their yet-to-be-built power.

The biggest of these is the OpenAI CEO Sam Altman-backed nuclear startup Oklo, whose shares have risen about eightfold year to date. The company now has a market cap of roughly $26 billion, making it the biggest U.S.-incorporated public company that generated no revenue in the past 12 months, according to data from S&P Global Market Intelligence.

Oklo is developing small modular nuclear reactors that use a non-water coolant—liquid metal sodium—and an enriched type of uranium fuel that is in limited supply. It doesn’t yet have a license from the U.S. Nuclear Regulatory Commission or binding contracts with power purchasers. Wall Street analysts don’t expect the company to generate substantial revenue until 2028.

Another zero-revenue company is Fermi, which was valued at roughly $19 billion upon its public debut earlier this month. Only two other no-revenue companies had larger market caps than Fermi on their first day of trading after an IPO, adjusted for inflation, according to Jay Ritter, finance professor at the University of Florida. These are EV-maker Rivian, which went public in 2021, and Corvis, an optical network equipment maker that went public during the dot-com bubble.

The company is backed by former energy secretary Rick Perry and helmed by Toby Neugebauer, the former chief executive of the failed anti-woke bank startup GloriFi. It has plans to build out 11 gigawatts worth of power for data centers, roughly the amount of capacity in New Mexico. Though its shares haven’t sustained their initial pop after listing, the company still commands a market capitalization of over $17 billion. That isn’t too far from the valuation of Talen Energy, a company that already owns an operating power fleet of about 11GW.

Fermi plans to meet that 11GW target using natural gas, nuclear, solar and battery power. It has a way to go: So far, it has secured natural-gas equipment that would cover just 5% of its total capacity goal. The company hasn’t lined up any binding customer contracts.

Companies developing even smaller “micro-modular” nuclear reactors are also commanding hefty market caps despite their lack of revenue. Shares of Nano Nuclear Energy, which made its debut on the public markets last year, have more than doubled so far this year. The company is valued at more than $2 billion. Terra Innovatum, which went public last week through a SPAC merger, is valued at over $1 billion.

Chain Reaction

Others swept up in the AI excitement generate revenue but aren’t expected to turn a profit for many years. Such companies include nuclear small modular reactors company NuScale Power, which earns some engineering and licensing fees for an SMR project in Romania. Its shares have surged 155% so far this year. Hydrogen fuel-cell company Plug Power’s shares, which had been in the gutter for many years, surged 90% this year to $4.8 billion on AI excitement. Neither company is expected to turn a profit until 2030, according to Wall Street analysts polled by FactSet.

One reason investors are piling into more speculative energy companies could be because profit-generating ones already command lofty multiples. Fuel-cell company Bloom Energy’s shares have rallied more than 400% year to date and are now valued at 133 times forward earnings. The company added about $5.4 billion in market cap on Monday after Brookfield Asset Management said it would invest up to $5 billion to deploy Bloom’s technology. Nuclear-fuel company Centrus Energy is valued at 99 times forward earnings.

Arguably, more commercial interest might be just what was needed to help expensive or unproven technologies take off. But based on the track record of zero or minimal revenue EV startups that went public in 2020, (remember Nikola, Fisker and Lordstown?), it is likely that many such companies will fizzle rather than pop.

If the AI bubble ever deflates, these energy companies with no revenue have the farthest to fall and little in the way of a cushion.

Why big tech's nuclear plans could blow up

(Image credit: Jeff Fusco/ Getty Images)

The Three Mile Island Nuclear Plant in Middletown, Pennsylvania, in 2011 with the still-operating reactor in the foreground (Credit: Jeff Fusco/Getty Images)

By Mike Wendling15th October 2025
 
Eager to find new energy sources to power artificial intelligence, big tech companies are betting on nuclear – even though there are still huge questions over public perception, cost and, perhaps most importantly, the time it will take for a potential new nuclear technology to become viable.
 

For many Americans, dropping "Three Mile Island" into conversation is like mentioning "Fukushima" or "Chernobyl" – places that have become synonymous with nuclear disaster, no explanation needed.

The actual history is more complicated.

In March 1979, one of two reactors at the Three Mile Island plant in central Pennsylvania partially melted down, in what is to this day the most serious nuclear accident in US history.

But it resulted in just a small fraction of the damage caused by those disasters in Japan and the Soviet Union. There were no fatalities and few if any long-term health effects (scientific studies have drawn slightly different conclusions on that point).

The whole thing would likely have been a much smaller news story had it not been for a film released only a few days before.

The China Syndrome was a thriller starring Jane Fonda as an intrepid reporter investigating safety problems at a nuclear plant. It was a work of fiction, not a documentary, but the parallels with Three Mile Island damaged the reputation of US nuclear power for years.

The plant was recently in the news again – not for an accident or a hit movie, but by a deal signed by tech giant Microsoft to buy energy from Three Mile Island’s remaining functioning reactor.

And it's just part of a larger trend. Silicon Valley is on the hunt for new sources of power to drive enormous data centres and in particular, the high-power chips that have become the backbone of the artificial intelligence (AI) industry.

Nuclear could help meet that challenge in two respects – it's a potential source of "always on" energy, and unlike fossil fuels, it's carbon-free.

Big tech is making a big bet on nuclear – Microsoft has even recently joined the industry's lobbying group, the World Nuclear Association.

China has one operational small reactor. Others including Linglong are planned or under construction (Credit: Luo Yunfei/ China News Service/ VCG via Getty Images)

China has one operational small reactor. Others including Linglong are planned or under construction (Credit: Luo Yunfei/ China News Service/ VCG via Getty Images)

The maker of the Xbox is not alone. Google, Amazon and others are also funding nuclear projects, albeit taking a different tack with a newer technology known as small modular reactors (SMRs).

SMRs run at cooler temperatures, theoretically reducing the risk of a meltdown, and their smaller size also means lower construction costs.

Two such small reactors already provide a relatively small amount of power to electricity grids, one each in China and Russia's far east. So in some respects, SMRs sound like the perfect solution to the growing energy AI demand – if only it were that simple.

"Most SMRs are on paper" and haven't progressed beyond the testing stage, says Allison Macfarlane, the former chair of the US Nuclear Regulatory Commission and now a professor at the University of British Columbia in Canada.

Commercialising the technology will be difficult, Macfarlane says, because a smaller reactor core also means a less efficient reactor – producing less energy from the same amount of fuel. She estimates SMRs are years away from being financially viable.

"You just can’t get around economies of scale," she says. "These are fun ideas. But the tech bros don’t seem to be grounded in reality."

Undaunted, energy companies and tech giants are ploughing resources into research and pilots.

A tourist postcard celebrates the long history of the nuclear industry in Oak Ridge, Tennessee (Credit: Jim Heimann Collection/ Getty Images)

A tourist postcard celebrates the long history of the nuclear industry in Oak Ridge, Tennessee (Credit: Jim Heimann Collection/ Getty Images)

Kairos Power, Google's partner, is hoping to generate 50 megawatts of nuclear power by 2030 – equivalent to the amount of energy needed to power a small town.

The company has set up shop in Oak Ridge, Tennessee – another noteworthy American nuclear site, one that provided crucial support to the Manhattan Project which produced the first atomic bomb.

Kairos calls Oak Ridge a "proving ground" and in a statement to the BBC said that advanced construction techniques will increase efficiency and lower costs.

But even though the company aims to boost energy generation tenfold by 2035, practically it still won't help meet the supercharged energy demands of AI – which is ramping up right now.

"Small modular reactors can provide 24/7 clean energy near data centres," says Haider Raza, an expert in AI and energy use at the University of Essex. "But they won’t come close to solving the coming demand issue in the next year or two."

A report released in April by the International Energy Agency noted that the power demand from data centres, which currently account for around 1.5% of the world's electricity consumption, could double in the next five years. Beyond that, there's huge uncertainty – both in the amount of future demand and what sources might rise to meet it.

Nuclear reactors, Raza and other experts say, may have a role in meeting the AI energy crunch, but only years into the future – and only if the industry can convince an often-sceptical public.

The Three Mile Island meltdown affected the reputation of nuclear energy in the US for decades (Credit: Keystone/ Hulton Archive/ Getty Images)

The Three Mile Island meltdown affected the reputation of nuclear energy in the US for decades (Credit: Keystone/ Hulton Archive/ Getty Images)

In March, the small suburb of North Tonawanda, halfway between Niagara Falls and the rust-belt city of Buffalo in Western New York state, took what to outsiders looked like a fairly drastic step – banning nuclear power generation within its borders.

The law was a direct reaction to anger over a proposal floated by a local tech company to build a small reactor for cryptocurrency mining. Deb Gondek, a local activist who prior to retirement had worked as director of sustainability for a food company based in the area, said that many residents were wary of the proposal because they'd already been upset by the noise of the crypto mining operation.

"The initial reaction was 'Oh brother, what are they cooking up now?'," she says. The council vote was unanimous in favour of a ban.

And then there's the issue of what to do with radioactive waste. Researchers at Stanford found that SMRs actually produce more such waste than larger conventional reactors, because more subatomic particles escape from a smaller nuclear core, contaminating surrounding materials.

However, in some places, the possible benefits balance out the risks. Kairos, the company that has partnered with Google, touts its local support in Tennessee, and a recent study by the nonpartisan Pew Research Center found that a slight majority of Americans are in favour of more nuclear energy.

At the same time, there are researchers working on other ways out of the upward demand spiral – ones that don't require a hunt for huge new sources of energy.

Small generators such as this one are receiving a lot of attention even though most have not yet reached the commercial stage (Credit: John Keeble/ Getty Images)

Small generators such as this one are receiving a lot of attention even though most have not yet reached the commercial stage (Credit: John Keeble/ Getty Images)

Mosharaf Chowdhury, an associate professor at the University of Michigan notes that AI is growing much faster than previous energy-intensive technologies. Automobiles and computers, for instance, took decades to achieve mass adoption. 

"AI has got to saturation point in not even 15 months," he says. "It just grew so fast, we didn't have a second to imagine how to account for it."

Chowdhury and his colleagues are looking at the ways that chips can be configured to suck up less power, or use AI models that rely on smaller or more focused databases of information.

Unfortunately, Chowdhury says, so far "there is no good solution where we have managed to find models that are significantly smaller and run significantly faster but accuracy-wise are just as good."

Still, he insists: "Whatever else is going on, what we should continue to do is more research on how to make energy-optimal AI."

And many businesses are taking a hard look at how they use AI applications and whether they can actually afford them.

"There's no way around the economics," says Haider Raza from the University of Essex, who consults with businesses about their AI use. "When the demand is high, and the supply is low, the only option is to increase the price (of energy), and somebody has to pay for it."

Raza says some of his customers have decided to hold off on AI for the time being – and notes that nuclear will be only one of many sources powering the future of technology.

And for all their big bets on splitting the atom, the tech giants agree. In a recent policy brief, Microsoft noted: "There is no one technology or solution that will meet the vast electricity and decarbonization needs of the markets, societies, and communities across the globe."

New York to appeal after judge OKs radioactive Indian Point water in the Hudson

by Johan Sheridan - 10/14/25 4:08 PM ET

ALBANY, N.Y. (NEXSTAR) — A federal judge in New York last month struck down the state’s Save the Hudson Act, a law that aimed to prevent Holtec International, the owner of the decommissioned Indian Point nuclear plant, from dumping over a million gallons of radioactive wastewater into the Hudson River.

Still, despite the ruling and her openness to expand nuclear power in the state, Gov. Kathy Hochul (D) maintains that the site will not reopen.

“Let me say this plainly: No,” Hochul wrote in a letter to Westchester County Executive Ken Jenkins on Friday, which can be read at the bottom of this story.

Entergy, the previous owners of the Indian Point Energy Center, shut down its final reactor, Unit 3, in April 2021. Holtec bought the three-unit nuclear power plant located in the northwestern corner of Westchester County on the eastern bank of the Hudson River in May 2021.

The plant is undergoing a decommissioning process that includes removing equipment and structures, reducing residual radioactivity, and dismantling the facility. Holtec projects that process to finish by 2033.

The U.S. District Court for the Southern District of New York sided with Holtec in a lawsuit they filed in April 2024, agreeing that state law can’t block the discharge of radioactive wastewater from nuclear sites being decommissioned. The court found that only the federal government has that authority, because federal law like the Atomic Energy Act overrules the state under the Supremacy Clause of the U.S. Constitution.

The judge determined that S6893/A7208 wasn’t meant to protect the radiological safety of the public or the environment, which falls under federal jurisdiction. Gov. Kathy Hochul and Attorney General Letitia James announced their intent to appeal the decision, arguing that the law represents vital protections for the iconic river and the economic health of the region through tourism and real estate values.

Jenkins applauded the decision to appeal, saying, “The Hudson River is the lifeblood of our region—a source of recreation, natural beauty, and economic vitality—and we must do everything in our power to protect it.” And in the letter to Jenkins, Hochul directly addressed the concern that the state government may plan to reopen Indian Point or build small modular reactors on the site.

Radiant Nuclear Picks Tennessee Over Wyoming To Build Nuclear Microreactor Facility

Radiant Nuclear announced Monday afternoon that it will build its first nuclear microreactor manufacturing facility in Tennessee, abandoning plans for the controversial project near Bar Nunn, after months of heated debate over spent nuclear fuel storage.

 David Madison | October 14, 2025 | 6 min readBar Nunn

After months of debate and amid regulatory uncertainty in Wyoming, Radiant Nuclear announced Monday that it’s ditching its controversial plan to build nuclear microreactors and store spent fuel in Natrona County.

After months of debate and amid regulatory uncertainty in Wyoming, Radiant Nuclear announced Monday that it’s ditching its controversial plan to build nuclear microreactors and store spent fuel in Natrona County. (CSD File)

Editor's note: This story has been updated to add more reaction to Monday's announcement by Radiant Nuclear.

Radiant Nuclear announced Monday afternoon that it will build its first nuclear microreactor manufacturing facility in Oak Ridge, Tennessee, abandoning plans for a controversial project near Bar Nunn, after months of heated debate over spent nuclear fuel storage.

The decision comes after Radiant repeatedly warned Wyoming officials that regulatory uncertainty could drive the company elsewhere.

Radiant announced Monday it will build a factory on portions of the historic K-27 and K-29 Manhattan Project sites, with construction beginning in early 2026. The company plans to deliver its first mass-produced semitrailer-sized Kaleidos microreactor by 2028 and scale up to producing 50 reactors annually within a few years.

"We choose Oak Ridge, Tennessee, because of their strong workforce, the community's rich nuclear heritage and the public's second-to-none nuclear IQ," said Tori Shivanandan, Radiant's chief operating officer. "Just as importantly, the state's business-friendly environment gave us the immediate regulatory certainty we needed to move fast."

State Sen. Ed Cooper, R-Ten Sleep, told Cowboy State Daily that members of the Wyoming Freedom Caucus need to answer for their role in driving away the project.

"This is disappointing for Wyoming's economic future," Cooper said, adding that vocal opposition from certain legislators erased years of economic development work aimed at bringing high-paying manufacturing jobs to the state.

Freedom Caucus Responds

Rachel Rodriguez-Williams, chairman of the Wyoming Freedom Caucus, responded to Cooper's charge and told Cowboy State Daily the Freedom Caucus "draws the line at out-of-state waste storage."

She said the group is standing up to California billionaires who "insist on saddling our landscapes with their windmills, their solar panels and now their radioactive waste."

Ray Wert, Radiant's vice president of communications and marketing, said the contrast between Wyoming and Tennessee is stark. 

The company faced "zero opposition" in Tennessee, he said, while in Wyoming it was criticized by a few loud voices of opposition in Bar Nunn and among a group of legislators. 

"Oak Ridge's nuclear IQ is absolutely second to none," Wert said. "They were the first community in the United States to enrich uranium. They're not afraid of it. They understand it."

Bar Nunn Mayor Peter Boyer said he doesn't expect another opportunity like this to appear on the horizon.

"I don't see any other $200 or $300 million companies banging down the door to come here to Bar Nunn," Boyer said. "I think a lot of businesses would be really reluctant to come to Bar Nunn after seeing what happened with Radiant."

Boyer said the whole debate raises big questions about state legislators using their influence over local issues, saying legislators were "way out of line" in interfering with local politics.

Justin Farley, CEO of Advance Casper, said it now remains unclear how Wyoming will participate in the current "nuclear Renaissance."

"I mean, it's happening," said Farley, who worried about other nuclear tech companies like BWXT in Gillette, which "is already getting heat from that same group," he said, referring to the Wyoming Freedom Caucus.

The decision by Radiant to drop Wyoming as a potential manufacturing site comes after months of consideration, company officials say.

"We are absolutely looking at our second and third choices,” said Radiant's Wert in a June interview with Cowboy State Daily. "We're hopeful that Wyoming is going to be the right location for us. But it's all dependent on whether or not the state is interested in having us.”

Regulatory Roadblock

In a letter to the editor sent to Cowboy State Daily on Monday, Radiant Senior Director of Operations Matt Wilson explained the company had spent months in "open dialogue" with Wyoming officials about building the factory in Natrona County near Bar Nunn.

"Recent commercial wins, our growing work with the U.S. military, and the speed at which Radiant is moving towards successfully turning on our first reactor next year, all demanded a turnkey location where we could be quickly up and running to meet customer demand," Wilson said. "Given that, this week we had to make a very tough decision to site our first factory in Oak Ridge, Tennessee, instead of Wyoming."

Wilson said the decision ultimately came down to regulatory certainty. 

Wyoming law currently allows spent fuel storage only at operating reactor sites, not at manufacturing facilities. 

Radiant's business model requires returning reactors back from deployment for refueling and temporarily storing used fuel in above-ground containers at its factory.

"Radiant was only seeking to safely and temporarily store used fuel from Wyoming-built reactors returned from deployment," Wilson said. "Sadly, Wyoming's law currently does not accommodate that model."

The company conducted community polling and door-to-door conversations that it says showed Natrona County was supportive of the investment, Wilson said. But legislative opposition proved insurmountable.

Video: Radiant Nuclear Picks Tennessee Over Wyoming To Build Nuclear Microreactor Facility

Local Opposition

The project faced intense criticism from Bar Nunn residents and key legislators throughout 2025.

Rep. Bill Allemand, R-Midwest, delivered a scathing critique of the project at a Natrona County Commission meeting in June, telling commissioners that residents "overwhelmingly oppose it."

"The people of Bar Nunn do not want this in their backyard," Allemand told Cowboy State Daily in June. "I really like nuclear energy, but my constituents do not want it stored in their backyard. And I will do as my constituents say."

Allemand argued there was "no benefit for the state of Wyoming, for Natrona County or for Bar Nunn" and predicted the project would face an "uphill battle in the Legislature."

Mayor Boyer had supported the project, telling Cowboy State Daily he believed it would benefit the community despite acknowledging opposition.

"I think it would be a good thing for the town. I do," Boyer said in a July interview. "There are some who are for, there are some who are against, and some, they don't even know. It's kind of a lot of different camps here. I think overall it'll be a good thing for the community."

The project would have started with around 70 jobs and ramped up to more than 200 at full production, according to company officials. Natrona County commissioners had approved Radiant's application for a $25 million state grant for infrastructure despite some public opposition at hearings.

David Madison can be reached at david@cowboystatedaily.com.

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