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There’s been no shortage of debate and discussion over the past couple of years about the best way to meet the expected increases in U.S. power demand, driven in part by manufacturing growth, the rapid development of large-scale data centers and the emergence of artificial intelligence (AI) applications. That has spurred a renewed interest among regulators, industry leaders and the general public in nuclear power.
The challenge of meeting power demand from data centers is leaving companies and utilities with a limited number of reliable options, which means existing nuclear reactors and new generation are increasingly seen as a viable choice that many companies will likely consider, even though getting a new or refurbished nuclear plant up and running is very much a long-term process.
Key takeaways from the report include:
- Expected surge in power demand has sparked interest in smaller reactors that could be built quicker, cheaper
- Nuclear power plants that were shut for economic reasons are being restarted for the first time
- The hard lessons learned at Vogtle have provided a better roadmap for how to build a new reactor
- As data centers quickly expand electricity demand, nuclear power increasingly seen as critical source
“Fresh Start” is included in RBN Energy’s 2024 Drill Down report series, a suite of reports covering many of the key issues expected to impact the markets for crude oil, natural gas and natural gas liquids. Drill Down reports are part of RBN Backstage Pass™ premium resources that also include Blog Archive Access, Spotcheck Indicators, Market Fundamentals Webcasts, Get-Togethers and more. By subscribing to RBN’s Backstage Pass™ Premium Services, you plug into our network and get direct access to our premium resources.
