Posted on 05/23/2025 12:35:55 PM PDT by DFG
Nuclear power stocks surged Friday after President Donald Trump signed executive orders to overhaul the Nuclear Regulatory Commission and speed the deployment of new reactors in the U.S.
Advanced reactor companies Oklo and NuScale jumped more than 27% and 18%, respectively. Constellation Energy, the largest nuclear operator in the U.S., was up more than 2%. Cameco Corp, one of the biggest uranium miners in the world, rose more than 10%.
Trump said the orders focus on small advanced reactors that are viewed by many in the industry as the future. But the president also said his administration supports building large plants.
“We’re also talking about the big plants — the very, very big, the biggest,” Trump said. “We’re going to be doing them also, but I think our focus today is the smaller module.”
Trump’s orders force the NRC to make decisions on nuclear license applications within 18 months and calls for an overhaul of the commission. The president’s orders also create regulatory framework for the Departments of Energy and Defense to build nuclear reactors on federal land. His actions also aim to jump start the mining of uranium in the U.S. and expand domestic uranium enrichment capacity.
Constellation CEO Joe Dominguez and Oklo head Jacob DeWitte joined Trump at the signing ceremony in the Oval Office.
(Excerpt) Read more at cnbc.com ...
I think this is great. And while I am no nuclear expert, I strongly recommend that the emergency diesel generators be located up high and well inland.
Excellent news—energy independence and export potential is critical for a long term strong economy.
Canada is our biggest supplier of Uranium.
When the ancient stone tsunami warning markers say “don’t build below here” ...
DON”T BUILD A NUCLEAR POWER PLANT BELOW “HERE”.
Great aspect of emerging molten salt reactors are the fact they can still generate power long after a nuclear reaction is shut down. The molten system continues to power the water generators.
It would be nice if SOMEONE from the Trump administration would address the destruction of our HYDROELECTRIC DAMS!
They are ignoring our pleas as badly as Biden.
Oklo went from 8 before the election to 50 today. Sam Altman is a major shareholder.
I wonder how many of our pig kongress loaded up on nuke stocks.
Solar and nuclear are going to provide more than half the electricity in the near future.
Did nazi pelousy reap the upturn as usual?
In violation of the first and 2nd laws of thermodynamics. The energy you can get out of the molten salt is limited to the heat capacity [stored heat] in the molten salt and the shut down reactor core plus decay heat which at its peak is maybe a percent of the power produced by a critical reactor operating at power and for a limited time until the radioactivity decays.
“... big plants — the very, very big, the biggest,” Trump said. “We’re going to be doing them also, but I think our focus today is the smaller module.”
Yes, focus on building lots of smaller plants located in diverse locations. Smaller is easier to plot and quicker to build.
Big nukes later.
No bailout money for California unless the state agrees to build 16 of them! Two for desalination and 14 for electricity. And rates cut by 66%. Including tax rates. And ballot reform. And get rid of open primaries. And slash all permits by half, and cut their cost in half, and mandate they be approved in 4 weeks or else they are automatically approved. And open carry laws. And finish building the highways that were paid for in 2010. And scrap the speed train. And add 4 more lanes to I5. And fix the potholes. And open bidding process for everything, including big bonus money for jobs completed ahead of schedule. And a mini home park for the homeless. And repeal the shoplifting law. And state tax credits for business property taxes.
More interesting are efforts to develop small, uncomplicated nuclear power generators. A bunch of different designs, from ~3 story “vertical” generators to ones shaped like a CONEX box that produce energy for a given time.
Design is based on the need, industrial, commercial, or residential. All maintenance is “factory”.
Is our low supply in the US because it is not in the ground or because of leftist environmental regulations?
The biggest obstacle to nuclear power is the NRC. For example, once a piece of electronic measuring equipment is approved for a process, only THAT brand and model of equipment can be used to replace it, no matter if the equipment is obsolete and much better instruments are available, retrofitting them takes months if not years to get approval, if you ever do. And the NRC often requires the contractor to tear out pre-approved piping and equipment in mid construction, resulting in tens or even hundred of millions of dollars in cost overruns.
Just approve a design and let them build it and ensure that the design is sound.
“Solar and nuclear are going to provide more than half the electricity in the near future.”
Solar and wind in Texas already provide more than half of the grid power during the days in Texas not a couple of times most of the time now. 60,70% combined is not uncommon. Wind alone at night has taken the ERCOT rates NEGATIVE at night with so much wind it was more than the grid could take and ERCOT pays people to take ppwer, we have 11,000 megawatts of battery storage so they can soak up 11 nukes worth at 30 seconds notice.
Texas should build out 30,000 megawatts worth of nukes that would be a 1/3,1/3,1/3 split for solar,wind and nukes backed up with 35,000 megawatts of energy storage Texas is the largest power storage market on earth and growing the fastest as well.
https://x.com/JessePeltan/status/1900597250042327267
Look at the second post image that’s from ERCOT themselves.
Power storage with VSC based power electronics can push both active power and reactive power plus virtual inertia. They are not the same as phase locked loops not even close. Compressed air storage , cryogenic energy storage and nuclear thermal energy storage all use synchronous turbines and thus have massive amounts of inertia natively.
Cryogenic storage works with any form of electron source but works even better if you set it right next to nuclear plants the 2/3 energy from fission in waste heat superchargers the cryogenic turbines on end energy release turning waste heat into much more energy it’s win win.
These are gigawatt hour level storage so they replace full sized power producers one for one.
This is multiple gigawatts and year plus long storage times. You are using cubic miles of rock to store nuclear heat, you could add in joule heaters and take curtailment electrons from the grid and use the same block of rock and turbines to store power from the grid not just heat from the nuke.
This is pumped hydro power storage no special geography needed. Again you are using the whole mass of the earth as the storage media. Added plus is if you use old oil and gas wells they are already drilled and geothermal heat too you get 200% of the energy you put down due to the geothermal heat coming back up with your high pressure working fluid. I personally worked with Sage on this in the Permian using some SWD wells I drilled as the Ops geo this also is multiple gigawatts of storage and seconds to go from energy sink to energy source and very high inertia in the 5 to ten megawatt spinning pumps which instantly turn to motors when you reverse the flow.
https://newatlas.com/energy/sage-geosystems-huff-puff/
Power storage is the future period full stop. It’s which tech is going to break $30 LCOS per megawatt at that price you undercut every thermal plant using any fuel at zero.dollars for the thermal fuel. That’s $0 for a ton of coal or $0 for a million BTU of gas doesn’t matter under $30 you bankrupt thermal plants even with free fuel. You can get solar at $10 or less per megawatt hour on the regular same for wind off peak at $30 round trip storage you beat any other form of energy period.
” I strongly recommend that the emergency diesel generators be located up high and well inland.”
Modern AP1000 ,ESBWR,HI-BWR, VVER-1200 and a half dozen more all use passive cooling for decay heat and emergency response. Back up generators are not needed anymore. After Fukushima no agency is going to want to approve a active safety design all the new Gen III/III+ designs all have multiple redundant passive means most are walk away safe for 72 hours up to a month. Most only take a simple gas or diesel driven water pump to fill up the decay heat water tanks once they boil away something a $500 pump from Harbor Freight could do from any water source salt or fresh.
Sodium designs all use air cooling for decay and emergency response and unlimited walk away time. SPrism, Aalo, Natrium, 4S all are passively safe air cooled reactors.
Didn’t see that comin’.
/s
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