Publications: Commentary

Resurrection of U.S. Nuclear Plants

The proposed restart of three currently shut-down U.S. nuclear power plants at Palisades in Michigan, Three Mile Island in Pennsylvania, and Duane Arnold in Iowa reflects a remarkable shift in energy policy driven by increasing electricity demand in the United States. This resurrection extends to the partially constructed V.C. Summer nuclear plant in South Carolina…
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Korean Political Chaos Can Kill Nuclear Expansion

South Korea’s descent into yet another political disaster is ill-timed and will reverberate beyond the peninsula, potentially derailing the country’s nuclear energy expansion plans at a time when energy and international security are paramount global concerns. The impeachment and detention of President Yoon Suk Yeol throws into question the ability of the country to follow through on…
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Search for HALEU Fuel Shakes Status Quo

The search for secure sources of HALEU fuel sent a shockwave through the commercial and governmental advanced nuclear reactor network this week when the U.S. company TerraPower signed an agreement with South Africa’s ASP Isotopes for the commercial production of the high-density fuel. ASP has traditionally been known for producing medical isotopes. But in early 2024 it spun-off a…
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Nuclear Finance at the Forefront

There’s been an eruption of agreements between tech companies and nuclear power providers and developers driven by the growing need for zero-carbon, continuous energy for data centers and AI computing needs. This has turned the spotlight to how these projects will actually get deployed and where the money for them is going to come from.…
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