Near-term large-reactor restarts pulling demand
Key Questions
Which large reactors are restarting or extending operations?
Holtec's Palisades restart is planned for 2030 at $1.5 billion, while Constellation's TMI is set for 2027 and Diablo Canyon extends to 2045.
How is Google involved in nuclear restarts?
Google has partnered on the Duane Arnold restart targeted for 2029 to meet data center power needs.
What is Tepco doing with its Kashiwazaki-Kariwa plant?
Tepco is advancing the restart of the Kashiwazaki-Kariwa reactors following regulatory progress.
How are NRC extensions supporting nuclear capacity?
NRC license extensions are bridging capacity gaps while Big Tech provides funding for restarts and new builds.
What risks are associated with nuclear deregulation for AI power?
Rapid deregulation to supply AI data centers raises safety and oversight concerns for nuclear facilities.
How is South Korea advancing its nuclear restart plans?
South Korea is pushing construction of two new large reactors plus 700 MW of SMR capacity for energy security.
What is the status of French nuclear plant life extensions?
French regulators approved extensions for 20 reactors in the existing 56-reactor fleet.
How many new US large-scale reactors does Cameco anticipate?
Cameco sees a path to 20 new US large-scale reactors using Westinghouse AP1000 technology.
Holtec Palisades $1.5B '30; Constellation TMI 2027; Diablo to 2045; Duane Arnold Google '29; Tepco Kashiwazaki-Kariwa restart. NRC extensions bridge capacity amid Big Tech funding.