Nuclear
The NCUC approved Duke Energy's second Carbon Plan and Integrated Resource Plan, authorizing procurements of renewable energy, nuclear and demand response, while calling for its 8,000 MW of coal to be retired in 2036.
On top of its 350 MW of current data center load, PSEG has received formal applications for nearly 400 MW of new data center load and inquiries on over 1,200 MW in data center feasibility studies in new business.
Constellation Energy remains bullish on data centers co-located with nuclear power plants, despite FERC rejecting terms for the expansion of one such agreement in a high-profile ruling.
Finding the sites and hundreds of megawatts of power data centers is “rather limited,” so said talks at the U.S. Energy Association’s Energy Tech Connect Forum.
NextEra Energy reported deals for 3 GW of new renewables with its third quarter financials and said it has reached a framework agreement totaling 10.5 GW with two major corporations.
GE Vernova reported its onshore wind business had its best quarter in three years but its performance was canceled out by problems in its offshore wind business.
The war in the Ukraine, coupled with the boom in electricity demand driven by data centers, has created a “muscular resurgence” of interest in nuclear, National Climate Advisor Ali Zaidi said.
Amazon is stepping further into the nuclear energy market, reaching agreements with X-energy Reactor Co., Energy Northwest and Dominion Energy Virginia surrounding advanced reactor technology.
Dominion Energy’s 2024 Integrated Resource Plan calls for major expansions of offshore wind, solar power and natural gas to meet surging demand in its territory.
Kairos Power and Google have reached a first-of-its-kind power purchase agreement involving several units of the small modular reactor Kairos is developing.
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