Craig Piercy
cpiercy@ans.org

This month’s issue of Nuclear News focuses on supply and demand. The “supply” part of the story highlights nuclear’s continued success in providing electricity to the grid more than 90 percent of the time, while the “demand” part explores the seemingly insatiable appetite of hyperscale data centers for steady, carbon-free energy.

Technically, we are in the second year of our AI epiphany, the collective realization that Big Tech’s energy demands are so large that they cannot be met without a historic build-out of new generation capacity. Yet the enormity of it all still seems hard to grasp.

or the better part of two decades, U.S. electricity demand has been flat. Sure, we’ve seen annual fluctuations that correlate with weather patterns and the overall domestic economic performance, but the gigawatt-hours of electricity America consumed in 2021 are almost identical to our 2007 numbers.

Kairos Power and Google announced over the weekend a new power purchase agreement to provide the tech giant with 500 megawatts of clean energy by 2035.

Under the agreement, California-based Kairos Power will develop, construct, and operate a series of advanced reactor plants and sell energy, ancillary services, and environmental benefits to Google. Plants will be sited in “relevant service territories” to supply clean electricity to Google data centers. The first reactor is planned to be deployed by 2030 to support Google’s 24/7 carbon-free energy and net-zero goals.

Juno Beach, Fla.–based NextEra Energy Resources Development has been selected to enter realty negotiations for a large-scale solar electricity generation project at the DOE’s Waste Isolation Pilot Plant (WIPP) in southeastern New Mexico as part of the department’s Cleanup to Clean Energy initiative.

The Department of Energy’s Office of Environmental Management has issued a request for qualifications related to the department’s Cleanup to Clean Energy initiative for utility-scale energy projects at the Savannah River Site in South Carolina.

In a 39–13 bipartisan vote on March 30, the Illinois Senate passed legislation that would end the state’s prohibition on nuclear power plant construction—a ban that has been on the books since 1987.

The Tennessee Valley Authority and GE Hitachi Nuclear Energy (GEH) have signed an agreement to support planning and preliminary licensing for the potential deployment of a BWRX-300 small modular reactor at the Clinch River site near Oak Ridge, Tenn., the utility’s president and chief executive officer, Jeff Lyash, announced last week.

An evolution of GEH’s 1,520-MWe Generation III+ ESBWR design, the BWRX-300 is a 300-MWe water-cooled, natural-circulation SMR with passive safety systems.

Energy Harbor—owner and operator of the Beaver Valley, Davis-Besse, and Perry nuclear power plants—recently announced its plan to become a carbon-free energy infrastructure and supply firm in 2023. Energy Harbor is based in Akron, Ohio.

Commercial operation dates for the two new reactors under construction at the Vogtle nuclear plant have been pushed back yet again, adding to the project’s total cost, Southern Company announced last week. The Vogtle plant is near Waynesboro, Ga.

During its February 17 fourth-quarter earnings call, Southern reported that the projected start dates for both reactors were being extended by three to six months. Vogtle-3 is now expected to begin providing electricity to Georgians in the fourth quarter of 2022 or first quarter of 2023, with Vogtle-4 coming on line in the third or fourth quarter of 2023.