Industry

Craig Piercy
cpiercy@ans.org

On August 23, 2011, at 1:51 p.m., I was standing next to Matt Milazzo, a former ANS Congressional Fellow, on the sidewalk of a high-traffic D.C. street. We were saying goodbye after a pleasant lunch. At that exact moment, a seismic wave from a 5.9 magnitude earthquake in Mineral, Va.—one that would be felt as far away as Canada and cause hundreds of millions of dollars in damage—rippled under my feet. Perhaps it felt too familiar, like a heavy truck passing by, or maybe the oscillation peaked just as I was turning to walk back to my office. Either way, I didn’t feel a thing. The largest East Coast earthquake in 100 years, and I missed it. Completely. It wasn’t until I saw the stunned faces of my colleagues and a few picture frames scattered on the floor of my office that I understood the gravity of the moment.

Today, as I wrap my head around the stunningly large amount of energy that will be required to support advanced data center and AI functions in the coming years, I get the same feeling—that something big and consequential has happened in my larger world and I have been slow to perceive the magnitude of it.

Ken Petersen
president@ans.org

Big news as I write this, my last column as ANS president: Legislation has been passed that will ban the importation of uranium from Russia (though waivers can be used in certain circumstances to continue imports through 2027). This ban has been discussed since the Russian invasion of Ukraine. I am sure all U.S. utilities have followed their risk-management policies.

With two years to plan, appropriate-use waivers, and access to American Assured Fuel Supply, there should not be any disruption to domestic reactor operations. The ban will force the United States and our Western allies to be independent and stronger. Congress has helped by providing $2.72 billion to support new domestic enrichment capacity. The challenge now is for the Department of Energy to turn this into actual new capacity as quickly as possible.

Duke Energy announced agreements yesterday with Amazon, Google, Microsoft, and Nucor to accelerate clean energy deployments in the Carolinas through a new rate structure proposal.

The company signed memoradums of understanding this month that include proposed Accelerating Clean Energy (ACE) tariffs that would help offset the long-term costs of investing in clean energy technologies, such as new nuclear and energy storage, through early commitments. Duke announced its partnership with the tech and utility giants at this week’s White House Summit on Domestic Nuclear Deployment aimed at strengthening the U.S. nuclear industry.

CPS Energy has become a founding member of the Texas Nuclear Alliance and is also the alliance’s first electric utility provider member. CPS Energy owns 40 percent of the two-unit South Texas Project nuclear power plant, in Bay City, Tex.

California-based Oklo is partnering with Wyoming Hyperscale to power a state-of-the-art data center campus.

The companies, which announced the partnership last week, signed a nonbinding letter of intent to provide 100 megawatts of carbon-free energy for a 20-year power purchase agreement. Wyoming Hyperscale is building a data center on 58 acres of land on Aspen Mountain, a remote site southeast of Evanston, Wyo., and plans to use Oklo’s Aurora Powerhouse units to provide clean energy at the site.

Framatome was recently awarded a multimillion-dollar contract to perform mitigation of buried condenser feed pipes at a three-unit nuclear power plant in the United States.

The France-based nuclear company plans to install spray-in-place structural pipe liner to mitigate more than one mile of large diameter underground piping connected to plant condenser boxes. The project will be performed during nine outages over eight years, with the first application planned for fall 2025.

Japan’s Kyoto Fusioneering, a fusion startup spun out from Kyoto University, and Canadian Nuclear Laboratories have announced the formation of Fusion Fuel Cycles Inc., headquartered in Chalk River, Ontario, Canada. The joint venture extends a strategic alliance formed between the two entities in September 2023 and aims to develop and deploy deuterium-tritium (D-T) fusion fuel cycle technologies.

Investor’s Business Daily reported May 10 that the first-quarter earnings of Constellation Energy, the largest operator of nuclear power plants in the United States, surged 858 percent to reach a share price of $2.78, partly as a result of promising expectations regarding demand for artificial intelligence data centers. The S&P 500 stock value of Constellation jumped 3.7 percent on May 8 to $208.

GE Hitachi Nuclear Energy (GEH)—the nuclear business unit of Massachusetts-based GE Vernova in partnership with Japan’s Hitachi—has announced that it is forming a group of qualified supply chain companies to advance the manufacture, commercialization, and international deployment of its BWRX-300 small modular reactor. The company stated that it is forming the group to help ensure “a reliable, cost-effective and innovative” process for getting its SMR commercialized and deployed around the world.

Baseload nuclear generation doesn’t get the respect it deserves, if you ask nuclear operators. But the hyperscale data centers that process our digital lives—like the one right next to the Susquehanna plant in northeastern Pennsylvania—are pushing electricity demand up. Clean, reliable capacity now looks a lot more valuable.

The U.K. government this week announced a $245 million (£196 million) award to help Urenco build Europe’s first advanced reactor fuel manufacturing plant, which will be located in northwest England at the company’s Capenhurst site. Urenco, which is part-owned by the U.K. government, will cofund the project.

Terrestrial Energy and Schneider Electric are teaming to deploy Terrestrial Energy's integral molten salt reactor (IMSR) to provide zero-emission power to industrial facilities and large data centers.

The companies signed a memorandum of understanding in April to jointly develop commercial opportunities with high-energy users looking for reliable, affordable, and zero-carbon baseload supply. Terrestrial Energy said that working with Schneider “offers solutions to the major energy challenges faced by data center operators and many heavy industries operating a wide range of industrial processes such as hydrogen, ammonia, aluminum, and steel production.”

The Nuclear Regulatory Commission has published its annual report to Congress for fiscal year 2023 on abnormal occurrences involving medical and industrial uses of radioactive material.

The report, which was announced by the NRC on May 3, is available on the NRC website.

An official groundbreaking last week at Framatome’s Mill Ridge Road facility, in Lynchburg, Va., marks the start of a $50 million expansion and an eventual addition of 500 employees, according to the nuclear company.

For American Nuclear Society members and Nuclear News subscribers, the 2024 Buyers Guide is now available in the ANS Digital Nuclear Library. The print version will be mailed along with the May “Capacity Factors/Nuclear Security” issue of Nuclear News magazine.

The corresponding ANS online Buyers Guide database is available year-round to all readers—updated with the latest products, services, and suppliers contact information for more than 600 nuclear-related companies.

The Department of Energy has issued a request for qualifications (RFQ) for interested parties that are looking to establish carbon pollution–free electricity (CFE) projects at its Waste Isolation Pilot Plant site in New Mexico.

BWX Technologies announced today plans to expand and add advanced manufacturing equipment to its manufacturing plant in Cambridge, Ontario, Canada.

A $36.3 million USD ($50M CAD) expansion will increase the plant’s size by 25 percent—to 280,000 square feet—and another $21.7 million USD ($30M CAD) will be spent on new equipment to increase and accelerate its output of large nuclear components. The investment will increase capacity and create more than 200 long-term jobs for skilled workers, engineers, and support staff, according to the company.

French nuclear developer Framatome is slated to deliver key equipment for Sizewell C Ltd.’s two large reactors planned for the United Kingdom’s Suffolk coast.

The agreement, reportedly worth multiple billions of euros, was announced this week and will involve Framatome from the design phase until commissioning. The company also agreed to a long-term fuel supply deal. Framatome is 80.5 percent owned by France’s EDF and 19.5 percent owned by Mitsubishi Heavy Industries.

Laser Photonics Corporation and Brokk Inc. have announced the forming of a technology partnership to bring laser cleaning and cutting technology to the nuclear disposal, decommissioning, mining, tunneling, construction, metal processing, and military industries.

As the world shifts toward clean and sustainable energy, Kazakhstan stands on the cusp of a significant move into nuclear energy. Kazakh president Kassym-Jomart Tokayev has suggested a national referendum to gauge the country’s position on building a nuclear power plant, setting the stage for an in-depth discussion about the nation’s energy trajectory.