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On the Northeast’s gas pipeline, Europe’s CCS, and smoke deforming moths

Current conditions: Hurricane Lowell came within 40 miles of making landfall over Hawaii, knocking out power in much of Kaua’i • The Atlantic hurricane season, which hit its climatological peak this week, is now trending toward a record low amount of storm activity • After months of heat, an unusual cold front is arriving in Central Europe, threatening flooding from the temperature whiplash.

Back in 1986, the writer Marc Reisner painted a bleak picture of the future of the reservoirs that helped fulfill America’s Manifest Destiny, spread Anglo civilization westward, and quench the thirst of farms, people, and their lawns. His classic Cadillac Desert: The American West and Its Disappearing Water predicted that the hydrological system would be thrown into disarray as sediment filled in reservoirs, leaving croplands parched and water scarce. A startling new Bloomberg analysis of scant federal reservoir data suggests that future is fast approaching. Compiling 140 sediment surveys from the Bureau of Reclamation of 105 unique dams, the newswire found that nearly one in three are more than 10% full of sediment. That’s only an average. Montana’s Fresno Reservoir is roughly 29% full of sediment, “displacing enough water to last nearly one-third of the state’s residents for a year.” Wyoming’s Buffalo Bill Dam, meanwhile, “has lost most of its hydroelectric generating capacity due to sediment.” An engineer who oversaw sediment work at the Bureau of Reclamation estimated that the U.S. has already lost up to 44% of its per capita water storage since a peak in the 1970s. “People back in the ’60s and ’70s figured, ‘Well, the next generation can figure that out,’” Randle told the publication. “But now, fast-forward to the present, there aren’t any great solutions.”
The finding comes just months after the Western U.S. suffered what my colleague Jeva Lange called “a once-in-a-4,433-year heat wave” with consequences that “will linger well past the high temperatures.”
In 2020, when activists sought to block individual gas or oil pipelines as a way to spur decarbonization, then-New York Governor Andrew Cuomo bowed to months of protests by blocking the state’s approval of water permits for a major gas pipeline under New York Bay. The project, known as the Northeast Supply Enhancement pipeline, would have carried gas from the fracking fields of Pennsylvania to the nation’s most densely populated and increasingly energy-starved region. In the meantime, demand for gas has soared, particularly as New York and Massachusetts shut down major nuclear stations and the offshore wind buildout began stalling even before President Donald Trump launched what my colleagues have repeatedly described as a “war” on turbines. When Trump returned to office, now-New York Governor Kathy Hochul compromised with the new administration by agreeing to work together to move forward with the mothballed pipeline plans. Last November, New Jersey followed suit by approving the water permits for the project on the same day New York did. Williams broke ground in April.
But bipartisan consensus is no guarantee against this nation’s process rules for environmental permitting. On Tuesday, the Third Circuit Court of Appeals rejected the New Jersey Department of Environmental Protection’s water certifications. Prior to the decision last year, New Jersey’s state agency held only one public hearing, prompting a lawsuit from a coalition of green groups. NJ Sierra Club, one of the leading litigants, hailed Tuesday’s ruling as “a massive victory over the fossil fuel industry.” The decision “tells us what we already knew, the DEP couldn’t prove that NESE will not harm our water quality and waterways,” Anjuli Ramos-Busot, NJ Sierra Club’s director, said in a statement. When I emailed Williams to ask about the ruling last night, spokesperson Cherice Corley told me the company was “reviewing the court’s decision.”
It’s a big week for carbon capture and sequestration in Europe. On Monday, the continent’s largest CCS facility officially opened at the fertilizer company Yara International’s Sluiskil plant in the Netherlands. At full capacity, the facility will capture and liquify up to 800,000 tons of carbon dioxide annual from an ammonia production plant. Yara said the facility “proves that large-scale industrial decarbonization is possible today.” The European Union’s climate commissioner, Wopke Hoekstra, said “this is exactly the kind of project Europe needs to combine climate ambition with a strong and resilient industrial base.”
That same day, the British startup Cool Planet Technologies christened its 10,000-ton-per-year CCS plant at building material maker Holcim’s cement plant in Lower Saxony, Germany. “We are relying on leading European technology and drawing on the engineering expertise of our technology partners,” Holcim Germany CEO Stephan Hinrichs told the Carbon Herald. “Together in Lower Saxony, we are proving that climate protection and industrial competitiveness can go hand in hand.” Someone may want to tell the incoming far-right rulers of neighboring Saxony-Anhalt.
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If bipartisan consensus on gas infrastructure bows to environmental lawfare in blue states, bipartisan consensus on transmission lines seems equally vulnerable to not-in-my-backyard-ism in states of any color. But there’s at least some bipartisan consensus on doing something about that. On Tuesday, Representatives Scott Peters, a California Democrat, and Gabe Evans, a Colorado Republican, introduced the Certainty in Litigation for Electric Asset Reliability, or CLEAR Act, to “resolve ambiguity in current law so that Department of Energy-coordinated transmission projects follow clear standards.”
“Our grid is too old and too slow to meet our skyrocketing energy demand,” Peters said in a press release. “We can’t wait years for badly needed infrastructure to be built. The CLEAR Act would accelerate the review process for large energy infrastructure projects and establish clear rules for stalled transmission projects.” While permitting reform may bring down the cost of transmission lines, and bring more renewables and other new generation onto the grid, it won’t do much to deal with oil prices, now soaring again as the Iran War drags on. Brent crude — the main European and global metric for oil prices — surpassed $100 per barrel again yesterday. West Texas Intermediate, the benchmark for the U.S. supply, hovered just below $96.
The Department of the Interior is planning to “significantly reorganize” the National Park Service and other bureaus in the agency as part of what The Washington Sun called “the second major shake-up of the nation’s public lands infrastructure” since Trump’s return to office. While the leaked document the publication obtained suggested the agency would avoid layoffs “in the short term,” talking points told officials to “avoid categorical promises; explain notification process” if asked about job cuts.
“We want to reorganize. We want to make things more efficient. You know what? We can do all those things, but how is that actually helping us be a leader and setting an example of how we protect our nation’s natural and cultural resources?” Russell Galipeau, who served as superintendent of Channel Islands National Park for 15 years, told the publication.
The summer of 2023 marked Quebec’s worst wildfire season on record, burning some 4.5 million hectares of boreal forests and darkening the skies of cities such as New York with toxic smoke. A new study by Concordia University researchers is among the first to quantify how the smoke affected wildlife. The research looked at lepidoptera — moths and butterflies — and concluded that the smoke exposure during the larval stage caused significantly higher rates of wing deformities in spruce budworm and forest tent caterpillar moths. “These insects are important because they are considered pests, meaning they have outbreak seasons, where the population density becomes very high,” Rosa Alicia Castillo Salazar, the study’s co-author, said in a statement. “We do not yet know how forest fires and climate change will affect them in the long term. However, there was no significant change in their population the following year.”
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‘Our entire company was built for this purpose.’
After decades of stagnation, the nuclear industry has drummed up all kinds of ideas meant to revive the prospects for building reactors in the United States. Make the reactors smaller. Micro, even! Cool them with helium or molten salt instead of water. Invite the Koreans or Canadians to come teach us how to construct atomic power stations again.
Yet the startup bold enough to name itself The Nuclear Company launched in 2024 on a simpler thesis: Just go with the large-scale reactors we have built before, and construct them in bulk to bring down costs.
Essentially, do what the Chinese did.
While the U.S. struggled for 15 years to complete its first two Westinghouse AP1000s, the 1.1-gigawatt units designed at the dawn of this century to be America’s flagship nuclear technology, China built four in the same time period. Beijing then reverse-engineered the technology to make its own version with an entirely domestic supply chain. China now has 10 operating Hualong One reactors and at least 37 more on the way. The U.S. ultimately completed its first two AP1000s at Southern Company’s Alvin W. Vogtle Electric Generating Plant in eastern Georgia right around the same time.
The Nuclear Company was formed by hiring former managers who oversaw the Georgia project. Despite the Trump administration’s pledge to finance construction of at least 10 more large nuclear reactors, the only projects that have broken ground are new, first-of-a-kind small modular reactors that skeptics fear will face the same billion-dollar cost overruns that the AP1000s faced at Plant Vogtle — but without the same output of electricity to balance out the expenses.
On Wednesday morning, The Nuclear Company announced its most significant attempt at a Chinese-scale buildout yet. The firm unveiled plans to build 6.6 gigawatts of new, large-scale reactors at a greenfield site in Kentucky, along the Ohio River. Dubbed Prosperity One, the project would be located in Lewis County, on property once assembled for a coal-fired station that was later abandoned. The site sits half a mile from a 765-kilovolt transmission line that connects to PJM Interconnection, the nation’s second-largest and arguably most stressed grid system.
“Our entire company was built for this purpose,” Joe Klecha, The Nuclear Company’s chief nuclear officer and a former manager on the Plant Vogtle buildout, told me. “We recognize that this is different and unique in our country. We believe it’s very much needed.”
The project will begin with two reactors at a time; the Kentucky site has room for up to six. The Nuclear Company is already negotiating potential offtake agreements with electricity buyers to help finance construction, and it expects deals by next year. The company told me it has not yet decided whether it will run the Prosperity One as an independent power provider or sell the facility to a utility or another plant operator. “We are preserving all options and will make that decision as we pull the other partners onboard formally,” Klecha said.
Since its inception, The Nuclear Company has focused on the AP1000 as the most promising design in the U.S. That’s particularly true after the Nuclear Regulatory Commission certified the Vogtle Unit 4 design last week as the permanent, settled schematic for future AP1000s.
But Klecha left open the possibility of another technology. “The AP1000 is our basis for the site at this point, but we’ll continue to evaluate other options as we get through the site characterization,” he said. He expects that process to wrap up in “the first half of next year.”
The company’s options are limited, though. Last month, as I reported, South Korea agreed to help the U.S. build up to six new AP1000s at an as-yet-unspecified site in addition to constructing at least two APR1400s — that is, essentially the Korean version of the American technology. In theory, The Nuclear Company could build APR1400s, too. But it’s highly unlikely, since Westinghouse accused the state-owned Korea Electric Power Corporation of ripping off its technology for the APR1400 in 2022. That led to a yearslong lawsuit and settlement that gave the American company the right to demand royalties and keep Seoul out of markets where Westinghouse aims to compete.
The only other viable option is the ABWR. The world’s first so-called advanced reactor, the ABWR was built with General Electric’s boiling water reactor technology, which is used across about a third of the U.S. fleet. It serves as the second-most popular design after Westinghouse’s pressurized water reactor model. Japan successfully built four ABWRs over a decade from 1996 to 2006, and Taiwan nearly completed two before killing the project in a bid to phase out nuclear power altogether. The NRC certified the ABWR for construction in the U.S., but a project in southern Texas that aimed to build the first in the U.S. was scrapped about a decade ago.
“The ABWR has an impressive pedigree of construction success as well as experience being built to U.S. standards that is hard to find outside of the Vogtle project,” Brett Rampal, a veteran nuclear consultant who advises Deloitte and Veriten, told me. Still, he said, the AP1000 is the leading contender for the Kentucky site.
Rampal said Prosperity One represents a welcome break from how large-scale reactors have been planned in recent years. While most of the industry remains focused on small modular reactors, research I covered last month indicates the technologies could face worse cost problems than large-scale units, and the emerging consensus on building AP1000s focuses on expanding existing nuclear plants.
Indeed, The Nuclear Company’s first major deal was to help Brookfield Asset Management, which owns 51% of Westinghouse, complete a thwarted AP1000 project at the V.C. Summer plant in South Carolina. But other potential sites considered for new AP1000s included expansions of Florida Power & Light’s Turkey Point nuclear plant in Florida, the Tennessee Valley Authority’s Bellefonte nuclear station in Alabama, or even adding another two units to Plant Vogtle.
“A lot of the thoughts around AP1000s and large reactors have always been around existing or already-licensed sites,” Rampal said. “It’s very interesting to see TNC’s first project buck the trend of what folks have been talking about around the large reactor story in this country."
At least one thing is certain about The Nuclear Company’s approach: It will settle on one design. The company is animated by the need to avoid one of the U.S. nuclear industry’s biggest financial mistakes, known simply and derisively as “Whoops.” In 1983, the Washington Public Power Supply System — WPPSS — triggered what was then the largest municipal bond default in U.S. history after its buildout of several different reactor designs at once fell apart in a major boondoggle.
Building different reactors at Prosperity One “really goes against our mission, our vision, and our thesis as a company,” Klecha confirmed.
The key is repeating the same design over and over again so the project managers sort out the fastest, most efficient ways to build and workers hone skills in actually constructing the design. “Six AP1000 units on one site creates the scale and repetition needed to drive down costs and sends a strong signal to the supply chain,” Lin Yuan, the senior advisor at the Nuclear Scaling Initiative, a non-profit collaboration working to create the enabling commercial and policy conditions for safe and secure nuclear energy scaling, told me in an email. “Manufacturers and craft labor need to see a sustained order pipeline to invest in capacity, factory expansion, and training.”
Vogtle Unit 4 came online in 2024 roughly 30% cheaper and faster than Vogtle Unit 3, completed a year earlier. Klecha said that’s the minimum cost reduction The Nuclear Company expects for the first two reactors built at Prosperity One.
“The 30%, I would say, is the floor on the savings from the first unit to the second unit,” he said. “How do we capture those lessons? Obviously, our team’s experience. We have a pretty rigorous ‘lessons learned’ document.”
Soon, he hopes, there will be even more lessons learned — in concrete, rather than on paper.