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Energy

Sam Altman.
Daily Briefing

The Wrong Kind of Abundance?

What 700 math problems say about the AI economy’s biggest open question

AM Briefing

The Three Storms

On Canadian retrofits, Polish nuclear, and Latin American hydro

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Politics

Jared Huffman Wants to See Some Changes to the Senate’s Permitting Bill

The California Democrat and current ranking member of the House Natural Resources Committee is suspicious of all the “now or never.”

Blue
AM Briefing

Big Gulfs

On Canadian retrofits, Polish nuclear, and Latin American hydro

Blue
Google, Amazon, and nuclear towers.

Big Tech’s Nuclear Hedge

Advanced nuclear will take a decade or more to hit commercial scale. Meanwhile, the hyperscalers need power now. Enter the uprate.

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An ExxonMobil refinery.

Piledrivers of the Caribbean

On methane rules, British wind, and the Israeli electricity market

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Politics

The Crucial Hardhat Union That Has Yet to Endorse the Permitting Bill

Hint: It’s one that tends to align with utilities.

The IBEW logo.
<p>Heatmap Illustration/Getty Images</p>

Building trades want to build.

This desire for more and better big projects has meant that unions representing construction workers, utility linemen, operating engineers, plumbers, pipefitters, and so on have spent past decade-plus ping-ponging between praise and exasperation toward major Democratic priorities, especially when it comes to climate and energy policy.

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AM Briefing

Nuclear’s Near-Term Fix

On Indonesia’s climate win, hacking renewables, and John Cena’s ad

Google headquarters.
Heatmap Illustration/Getty Images

Current conditions: A tropical rainstorm in the southwestern Gulf of Mexico, likely strengthening into what would become Tropical Storm Isaias, is poised to dump rain on the southeastern United States and may become the Atlantic’s first major hurricane of the year • Italy is bracing for a type of heavy rainstorm known as a nubifragio, set to soak Naples and Rome later this week • The Dome Fire in Yosemite National Park has burned about 7,000 acres, and officials determined it was sparked by humans.


THE TOP FIVE

1. Google inks a deal to uprate 11 of Constellation’s nuclear reactors

If you can’t wait a decade or more for a new Westinghouse AP1000 or one of the small modular reactors under development, your best bet to get more nuclear electricity is probably to upgrade an existing reactor to squeeze more power out of it, a process known as “uprating.” In February, the Department of Energy gave out its largest-ever loan to Southern Company to fund up to 6 gigawatts of uprates across the utility’s nuclear fleet. Last week, Amazon inked a 20-year deal with Constellation, the nation’s largest operator of nuclear reactors, to buy power from and uprate the Calvert Cliffs plant in Maryland. Google has now signed a deal with Constellation aimed at wringing out 890 megawatts of new power from 11 reactors across PJM Interconnection, the nation’s second-largest and arguably most stressed grid system. Asked whether the uprates are a sufficient replacement for building new reactors, Raiford Smith, Google’s head of power and energy for the cloud, said there was plenty of demand to go around. “New data centers are coming on at a gigawatt a clip,” he told me yesterday. “That means even with all the uprates, there’s still more to come.” Software giant Oracle also announced a deal last week to buy $300 million of nuclear power from a NextEra nuclear plant in Wisconsin to help fund its increased fuel costs.

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