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X @The Economist
The Economist· 2025-09-04 16:50
Deep Fission, an aspiring nuclear-power firm, hopes to make reactors cheaper—and minimise the risks of radioactive leaks—by sticking them underground https://t.co/1fhHYC9p7N ...
X @BBC News (World)
BBC News (World)· 2025-09-04 13:13
Jellyfish disrupt French nuclear power plant for second time in a month https://t.co/aYiJmpmWTh ...
Terrestrial Energy Opens North Carolina Headquarters, Advancing U.S. Leadership in Generation IV Reactor Development
Globenewswire· 2025-09-04 12:00
Terrestrial Energy continues to advance commercialization of Integral Molten Salt Reactor (IMSR) technology to supply high-temperature, clean, firm and flexible thermal and electric energy to key markets including the industrial, data center, and grid power.CHARLOTTE, N.C., Sept. 04, 2025 (GLOBE NEWSWIRE) -- Terrestrial Energy Inc. (“Terrestrial Energy” or “the Company”), a developer of small modular nuclear power plants using its Generation IV reactor technology, today announced the opening of its new corp ...
NextEra Energy Eyes A Nuclear Revival
Benzinga· 2025-09-01 17:46
The Duane Arnold nuclear plant, located northwest of Cedar Rapids in Iowa, is moving forward with efforts to reopen by the late 2020s after it closed in 2020 due to financial challenges. Nuclear ComebackThe plant is the third—and probably the last—U.S. nuclear reactor that is still in good enough condition for a restart, according to CNBC. The facility is following in the footsteps of two other reactors, Palisades in Michigan and Three Mile Island in Pennsylvania, which are also on track to resume operation ...
An Iowa nuclear plant is the next contender to restart, spurred by AI data center demand
CNBC· 2025-09-01 12:29
An aerial view of the Cedar River and the Duane Arnold Energy Center near Palo, Iowa on Tuesday, Jan. 28, 2025.The Duane Arnold nuclear plant northwest of Cedar Rapids, Iowa is pressing ahead with plans to restart operations by the end of the decade after shutting down for economic reasons in 2020.The plant is the third – and likely the last – mothballed reactor in the U.S. that is in shape to come back online to support growing electricity demand in the U.S.Duane Arnold would follow similar restarts planne ...
X @BBC News (World)
BBC News (World)· 2025-08-27 00:45
Geopolitics & Energy - Russia strategically maneuvers in Niger using nuclear power, potentially outmaneuvering France [1]
NUKZ: The Energy Source That Will Power Artificial Intelligence
Seeking Alpha· 2025-08-25 14:12
Group 1 - Nuclear power has regained attention as a reliable, low-emissions energy source despite past disasters in 1986 and 2011 [1] - TQP Research focuses on a value-oriented investment approach, identifying businesses for long-term success based on principles from renowned investors [1] - Investment topics include market analysis, macroeconomic trends, large-cap blue chip companies, and undervalued micro-cap and small-cap stocks [1]
X @Bloomberg
Bloomberg· 2025-08-22 10:36
Decarbonization Strategy - India's top energy firms are promoting nuclear power as a solution for decarbonizing the country, which is the world's third-largest emitter [1]
Up Over 750% in the Past Year, Is Oklo Stock the Next Nvidia?
The Motley Fool· 2025-08-22 09:35
AI requires a lot of processing power and data storage capacity. That's one reason Nvidia's high-end processors are such a favorite among AI companies: They provide best-in-class processing speeds. However, all that computing uses a lot of electricity. So does maintaining the massive data servers feeding those Nvidia chips. All that electricity usage generates a lot of heat, which then requires heavy-duty cooling systems that eat up even more electricity. Nuclear power plants also generate heat and require ...
投资者演示文稿 - 亚洲主题 - 能源的未来-Investor PresentationAsia Summer School Asia Thematic - Future of Energy
2025-08-22 02:33
Summary of Key Points from the Conference Call Industry Overview - The conference call focused on the energy landscape in Asia, particularly in the context of ASEAN, China, and India, highlighting the future of energy in these regions [1][5][6][8]. Core Insights India - **Energy Security and Capex Cycle**: India is experiencing a tightness-driven capital expenditure cycle in energy security [8]. - **Manufacturing Growth**: Strong demand tailwinds are expected, with manufacturing's share of GDP projected to increase to 21% by 2031 [11]. - **Supply-side Constraints**: - State-owned coal plants are delayed by an average of 54 months due to various issues such as clearances and funding [18]. - Hydro power plants face delays averaging 58 months, with potential for further delays due to unpredictable weather [20]. - Renewable energy (RE) additions are slower than anticipated, with significant capacity under construction and long gestation periods for pumped storage projects [23][27]. - **Government Response**: The government is taking measures to address supply tightness, including improving coal availability and reviving thermal coal sub-contractors [28]. Japan - **Strategic Energy Plan**: The Japanese government aims for energy self-sufficiency to rise from 15% in FY3/24 to approximately 30-40% by FY3/41 [34]. - **Electricity Output and GHG Emissions**: - Electricity output is expected to increase from 985.4 billion kWh to approximately 1.1-1.2 trillion kWh by FY3/41 [34]. - GHG emissions are targeted to reduce by 73% compared to FY3/14 levels by FY3/41 [39]. - **Power Generation Breakdown**: By FY3/41, renewables are expected to constitute approximately 40-50% of the energy mix, with solar power projected to rise from 9.8% to 23-29% [36]. Nuclear Power Insights - **Global Nuclear Capacity**: Under different scenarios, global nuclear capacity could reach between 421GW to 1,203GW by 2050, with significant contributions from China and India [57]. - **Nuclear Power in Various Regions**: - The U.S. is seeing increased nuclear power usage for data centers, while China is rapidly expanding its nuclear capacity [49]. - Japan's draft 7th Strategic Energy Plan anticipates nuclear power to account for about 20% of electricity supply by FY3/41 [49]. - India has set an ambitious target of 100GW of nuclear power by 2047 [49]. Additional Important Points - **Supply Chain Challenges**: The energy sector faces challenges such as land availability, skilled manpower shortages, and equipment supply issues, which could hinder the growth of renewable energy projects [27]. - **Investment Opportunities**: The ongoing energy transition in Asia presents potential investment opportunities, particularly in renewable energy and nuclear power sectors [29][45]. This summary encapsulates the critical insights and data points discussed during the conference call, providing a comprehensive overview of the current state and future outlook of the energy sector in Asia.