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OPINION

NUCLEAR POWER COULD RISE AGAIN

Building out nuclear power will be critical for the project of combating climate
change.

4 min
542

View of the Three Mile Island nuclear power plant, which sits along the
Susquehanna River. (Michael S. Williamson/WASHINGTON POST)
By the Editorial Board
October 23, 2024 at 4:59 p.m. EDT

Nuclear energy is getting another chance. In short succession over the past few
weeks, three of the nation’s tech goliaths announced eye-catching investments in
nuclear projects to secure low-carbon electricity for artificial intelligence
data centers.


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First, Microsoft committed to buy 20 years’ worth of power from the shuttered
Three Mile Island facility in Pennsylvania, site of an infamous disaster in 1979
that arrested nuclear development in the United States. Then Google cut a deal
with California-based Kairos Power to develop a series of high-tech small
modular reactors. And Amazon announced it is funding another cutting-edge
nuclear firm, X-energy, to develop and license its own line of SMRs. (Amazon
founder Jeff Bezos owns The Post.)



The flurry of activity, just a few months after the long-delayed opening of the
Vogtle 4 light-water reactor, which started providing electricity to Georgia’s
power grid in April, suggests that nuclear power, long shunned as either too
dangerous or too expensive, might be reemerging as an essential tool in the
battle against climate change.

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Still, it will take more than a handful of deals with Big Tech to transform
nuclear into a viable, economical source of clean energy at scale. According to
an Energy Department analysis, meeting the promise to produce zero net carbon
emissions by mid-century will require at least 200 additional gigawatts of
nuclear power, tripling existing capacity. Nuclear power requires much less land
than solar and wind farms. It can be located closer to where power is needed,
reducing needed investment in long-distance transmission lines. Critically, it
produces electricity all the time, not just when the sun shines and the wind
blows.

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According to the DOE analysis, based on modeling of California’s power system,
including nuclear energy in the mix, along with other firm, non-variable sources
of electricity such as geothermal and hydropower, would reduce the overall cost
of decarbonizing the grid by 37 percent compared with relying on renewables and
energy storage alone. The DOE recommends starting immediately. But hurdles
remain.

Developing a nuclear future will require selecting a technology to build out in
order to develop the economies of scale, know-how and other efficiencies that
will help contain costs. The enormous expense of the 20th-century nuclear
deployment in the United States was largely because builders used more than 50
unique reactor designs. Other countries with more standardized models built out
nuclear energy much more cheaply.

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The several projects making headlines — all reliant on different technologies —
do not settle this choice. Kairos is developing SMRs that use molten salt as a
coolant. X-energy’s SMRs use a gas coolant. Neither has gotten the green light
from the Nuclear Regulatory Commission, nor has either been deployed
commercially. SMRs are designed to be built in factories, to be assembled
inexpensively on-site, and to be far more flexible in location and application
than traditional nuclear plants. They are worth exploring, particularly if the
experimentation leads the industry to coalesce quickly around one design.

Meantime, utilities and the government already have a design they should be able
to agree on, for the bigger, traditional nuclear facilities that the nation
needs.

The design of the two AP1000 light-water reactors deployed in the Vogtle plant
in Georgia over the past two years, each boasting an output of 1.1 gigawatts, is
a 21st-century version of the familiar nuclear plants people have been building
for decades. The technology is better-designed and even safer, offering a
promise of large amounts of power.

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Opponents point to Vogtle as proof that nuclear energy will always be too
expensive. The two reactors, originally budgeted at $14 billion, ended up
costing $32 billion after massive delays. But the cost overruns stemmed either
from idiosyncratic mistakes — such as an incomplete design when the project
began — or from problems that always come with first-of-a-kind construction,
such as an immature supply chain and an untrained workforce.

Future AP1000s will not be unique. As the Energy Department noted, the fourth
Vogtle reactor was cheaper than the third. Despite higher interest rates, the
DOE estimates that future AP1000 reactors could provide power at half the cost
as the two most recent additions: as little as $60 per megawatt-hour.

Getting more built will probably require pooling demand, and that will likely
require involving the federal government to either build reactors on its own or
to offer insurance to cover cost overruns by the private sector.

The technology itself matters less than the commitment to deploy it. That is
essential for nuclear energy to rise again, which is, in turn, important for
sustaining high standards of living as the world transitions off fossil fuels.


THE POST’S VIEW | ABOUT THE EDITORIAL BOARD

Editorials represent the views of The Post as an institution, as determined
through discussion among members of the Editorial Board, based in the Opinions
section and separate from the newsroom.

Members of the Editorial Board: Opinion Editor David Shipley, Deputy Opinion
Editor Charles Lane and Deputy Opinion Editor Stephen Stromberg, as well as
writers Mary Duenwald, David E. Hoffman, James Hohmann, Mili Mitra, Eduardo
Porter, Keith B. Richburg and Molly Roberts.



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