By Josh Gabbatiss, Molly Lempriere, Simon Evans In a new report, the opposition Conservatives argue that UK electricity prices are too high and that it would be better for the climate to have cheap electricity, even if that means using more gas. The idea is that cheap power would encourage people to use … [continued]
About $100B in shareholder value vanished across hydrogen, eVTOL and SMR bets after my underlying technology warnings were already public.
The Financial Times supplied an interesting prompt this week. Short sellers have made an estimated $2.1 billion betting against Oklo, NuScale and Nano Nuclear, while $30.3 billion of their combined market value has disappeared since the three small modular reactor developers peaked in October 2025. I have been writing for … [continued]
Heatwaves are becoming more likely and more intense due to climate change, impacting sources of power generation around the world as they work to meet increased demand. When temperatures soared past 40C in parts of Europe in June and July 2026, nuclear reactors shuttered, gas plants’ efficiency fell, wind speeds dropped and … [continued]
New nuclear becomes financeable by shifting construction, financing or revenue risk toward governments, state institutions and regulated electricity customers.
Nuclear power works. It produces low-carbon electricity, avoids the health burden of fossil-fuel combustion, provides firm generation and can operate for many decades. My skepticism about building large new nuclear fleets has never depended on pretending otherwise. The more interesting question is why countries that have built nuclear successfully have … [continued]
Romania’s controlled Danube blast exposed the hidden dependency: low-carbon thermal generation still requires reliable heat rejection.
Romania gave Europe the kind of energy-transition image that should make planners uncomfortable. On August 3, Romanian naval engineers used 180 kilograms of explosives to remove a rock outcrop in the Bala Canal, a branch of the Danube. The controlled blast cleared the way for a temporary dam intended to … [continued]
China is building renewables and nuclear power simultaneously, but one scales through repeated industrial throughput while the other advances project by project.
China’s renewable and nuclear targets are often quoted as equivalent statements about the future. The delivery record says otherwise. Wind and solar targets have repeatedly been overtaken, sometimes years early, while nuclear operating-capacity targets have been missed despite continued approvals, construction and political support. Forecasts should be built from what … [continued]
Washington DC — New data just released by the U.S. Energy Information Administration (EIA), and reviewed by the SUN DAY Campaign, reveal growth of more than 10% in electrical generation by renewable energy sources in the first five months of 2026. Moreover, solar, wind, and battery storage are projected to add … [continued]
I was scrolling through hundreds of environment and energy press releases late last night, and I saw one about Walmart supporting nuclear power. Even after reading the title twice, I wasn’t sure if I understood correctly and had to open up the press release. But, yes, Walmart is backing a … [continued]
Solar and wind power plants continue to grow rapidly in the United States, and coal continues to decline — despite the current federal government so heavily putting its thumb on the side of coal. Solar and wind continue to get deployed rapidly due to their pure free-market competitiveness, while the … [continued]
In 1995, computer scientist Niklaus Wirth published the article “A Plea for Lean Software” in the magazine Computer. Its thesis seems to suggest that AI based on neural networks may be doomed to fail, not because of a lack of electrical energy, but because of software inefficiency. The experience of … [continued]
