Whether its data center demand, a domestic political calling to rebuild key industries, or a national security priority, nuclear energy emerges as globally preferred solution.
Despite their reputation, modern nuclear reactors are safe, and capable of producing a consistent rate of clean energy 24/7. The surfacing of conversations around nuclear waste management in the US is likely a sign of early verbal lobbying efforts from our technology players with regards to future nuclear buildout.
Energy firms like Constellation Energy ($CEG), AES Corporation ($AES), & Dominion Energy ($D) have a head-start in the space, and are likely to lead projects in North America.
Sources & Excerpts
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Nuclear Power’s Revival Is Here. What Do You Do With All the Radioactive Waste?
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"The nation’s first new reactors in three decades were completed last year in Georgia. Plans are in the works to reopen closed reactors in Michigan, Iowa, Pennsylvania and South Carolina. And President Trump has pledged to fast-track permits for new kinds of small modular nuclear reactors that are still being developed.
Nuclear power is attractive because it produces virtually no greenhouse gases and offers a nearly uninterrupted flow of electricity. But the radioactive waste it produces should be permanently stored deep underground, according to interviews with scientists and engineers.
“There are no technical issues, there are no engineering issues,” said Paul Murray, the DOE’s deputy assistant secretary for spent fuel and high level waste disposition, during a Nov. 26 webinar sponsored by the agency. “What we’re trying to do is really try to establish a public trust and political will to actually do something. We’ve done all the studies we need to do.”" -
Nuclear Power Boom Means Even Germany Is Drawing New Investment
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"Resurgent interest in atomic power means the world’s second-biggest provider of enriched uranium is expanding even in Germany, which remains an essential link in the international fuel cycle despite turning off all its reactors.
“Public opinions in Germany are changing and becoming more positive toward nuclear,” Haar said in an interview Friday. “Now that we see everything changing — prices are up, we see a much larger market and growing demand — we are also investing again.”"