Latest issue
The DOE Loan Office Just Split Its Bet: $17.5 Billion for New Reactors, $4.2 Billion for Uprates
10/5/2026
Two numbers moved through the nuclear finance world in the same week, and they tell very different stories about what "accelerating nuclear" actually means right now. The first is $17.5 billion. The DOE's Office of Energy Dominance Financing issued a conditional loan commitment t…
Recent posts
Eight years. That's the average time a project in PJM's interconnection queue waited to reach commercial operation in 2025, up from under two years in 2008, according to RMI's anal…
FERC told PJM Interconnection its data-center power plan was "deeply flawed" and sent it back to the drawing board, with a new proposal now expected by the end of February, accordi…
OPEC+ delegates are heading into Sunday's video conference expecting to do essentially nothing — hold November quotas at current levels, having already unwound the 2023 supply cuts…
The Nuclear Regulatory Commission is set to issue a construction permit for Tennessee Valley Authority's small modular reactor at the Clinch River site west of Knoxville, confirmin…
India just told more than 100 coal plants to stop planning their wind-down and start running flat out. On September 25, the federal power ministry ordered captive coal-fired statio…
The number that should be pinned to every utility commission wall in the thirteen-state PJM footprint: $29.4 billion. That's the combined total increase in capacity market revenues…
Last week, Georgia Power and Google signed an agreement to fund upgrades at the Vogtle and Hatch nuclear units — turbines, pumps, motors, cooling systems — that would add approxima…
The nuclear industry has spent years arguing that existing plants are undervalued assets. Georgia Power and Google just proved it — with a deal that adds 96 megawatts of carbon-fre…
Yesterday, Blue Energy Global filed the first part of its NRC construction permit application for a small reactor at a Texas power plant being built to supply a Crusoe Inc. data ce…
The wholesale electricity market has a new price signal, and it's coming from the interconnection queue, not the trading floor. PJM Interconnection — the grid operator covering 65…
The numbers coming out of Seoul this week are staggering. South Korea's Minister of Climate, Energy and Environment told Reuters that AI-driven demand alone — from Samsung and SK H…
Brent crude crossed $100 a barrel on September 9th. Not briefly — it settled at $101.21, its highest close since late May, after Iran attacked 10 ships near the Strait of Hormuz an…
The number that should be pinned to every energy investor's wall right now: 11.2×. That's how much PJM's capacity auction price jumped from the 2024/2025 delivery year to 2028/2029…
- Massachusetts Just Made the Data Center Energy Fight Explicit — and Every Other Governor Is Watching
Massachusetts Governor Maura Healey signed an executive order this week requiring data center developers to procure their own renewable energy supply before they can even seek stat…
Amazon, Google, Meta, and Microsoft are building their own natural gas power plants. Gigawatt-scale ones. That decision looked shrewd when Henry Hub was sitting comfortably below $…
South Korea's energy minister told Reuters this week that AI-driven demand alone — from Samsung and SK Hynix factory expansions and new data centers — will add 25 to 30 gigawatts t…
The IEA published a commentary on lithium-ion batteries today — September 7, 2026, the exact date you're reading this — and the timing is almost too perfect. While Ireland's utilit…
At 7:56 a.m. on July 22, a mechanical failure knocked a 230 kV transmission line offline in Northern Virginia. What happened next was unlike anything PJM had ever seen. Data center…
Chubu Electric Power just handed nuclear skeptics exactly what they wanted. The utility altered construction reports on the decommissioning of two Hamaoka reactors — falsifying dem…
