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A Rising Mass Of Support Could Lead To A U.S. Nuclear Renaissance
越來越多的支持可能導致美國核能復興


David Blackmon
Senior Contributor
David Blackmon is a Texas-based public policy analyst/consultant.


A group of the world’s biggest banks said Monday they will increase support
for the expansion of nuclear power, according to the Financial Times. The
banks, including Barclay’s, Bank of America, Citi, Morgan Stanley, BNP
Paribas, and Goldman Sachs will make the formal announcement later Monday at
an event with White House climate policy advisor John Podesta.




The stepped-up commitment from the banks is in support of goals set out at
last year’s COP 28 conference to triple nuclear generation globally by 2050.
It comes as expansion of wind generation - and, to a lesser extent, solar -
is meeting with rising opposition from communities and struggling with
profitability even while benefitting from a suite of government subsidies and
tax incentives. It also comes as power grid managers struggle with increasing
reliability issues as they are forced to integrate more and more intermittent
wind and solar into their regional power structures.



Developers of AI and other cutting-edge technologies that require
power-hungry data centers have become increasingly concerned that their needs
can’t be met by intermittent generation, even with backup provided by
current battery technology. U.S. companies are increasingly seeking to
execute power supply agreements with traditional forms of 24/7 baseload
generation to fill their needs. Nuclear generation, as a zero-emissions power
source, helps such companies meet both their power needs and emissions
reductions goals.



On Friday, Microsoft announced it had reached a deal with Constellation
Energy to restart Unit 1 of its Three Mile Island nuclear facility in
Pennsylvania to provide power to fill its own regional data center needs.
Unit 2 of the Three Mile Island facility suffered a partial meltdown in 1979,
an incident that released radioactive gases and iodine into the atmosphere,
and which still ranks at the most severe nuclear incident in U.S. history.
The U.S. nuclear power industry, which had undergone a rapid expansion during
the 1970s, has struggled to restore public and policymaker confidence in the
safety of its operations across the 45 years since that event.



Three Mile Island’s Unit 1 was not impacted by that incident and continued
in service until it was retired by Constellation in 2019 due to economic
reasons. Constellation said it plans to invest $1.6 billion to refurbish Unit
1, with a target for restarting the reactor by 2028. Its deal with Microsoft
is for a 20-year power provision commitment.

三哩島的 1 號機組沒有受到該事件的影響，並繼續服役，直到 2019 年因經濟原因被


https://www.forbes.com/sites/davidbla...d-to-a-us-nuclear-renaissance/

心得/評論：
原文金融時報要訂閱
https://www.ft.com/content/96aa8d1a-bbf1-4b35-8680-d1fef36ef067
南韓核電復興  微軟買三哩島
台灣好像沒有核能ETF可以買

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※ 作者: tsengcc 2024-09-23 23:00:53
※ 文章代碼(AID): #1cyOAfxC (Stock)
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