Notes from the frontier of advanced energy.
Perspectives, frameworks, and lessons learned from our work with developers, suppliers, project owners, and investors building the next generation of baseload power.
What Bring Your Own Generation Actually Means
The One Promise America Has Always Kept.
Federal regulators have begun quietly rewriting the century-old "obligation to serve." Bring your own generation (BYOG) shifts the duty to procure power onto the largest new customers — and the same rules will decide whether America builds a domestic nuclear manufacturing capability or strands one. Why the reform that looks like nuclear's biggest gift may prove the opposite.
Building Nuclear on the Right Foundations
Strong Pillars, Fewer Surprises.
New technology alone does not deliver new outcomes. Predictable cost, schedule, and performance come from disciplined foundations — established early and sustained through execution. The first in a five-part series on the field-tested controls that separate a deliverable nuclear project from a troubled one.
Time to Dive In or Stay on the Sidelines? Navigating Nuclear Market Entry
For suppliers considering entry into the nuclear market, the key question is not simply whether the market is improving, but whether conditions justify investment.
After years of natural gas competition and Fukushima-era safety concerns, the last year has brought a flurry of positive supply and demand signposts. Are they enough to drive the industry forward, and what risks would a supplier face by investing now?
An Introduction to Advanced Nuclear Reactors
A brief review of fundamental aspects of advanced nuclear technologies and SMRs.
A brief review of fundamental aspects of advanced nuclear technologies and SMRs, discussing their current state, challenges, benefits, and the regulatory landscape shaping their development.
The Impending Nuclear Resurgence
Opportunities for modern manufacturers.
As the nuclear industry prepares for a significant expansion, there are multiple product segments and market opportunities for manufacturers to consider. Here, we outline paths for manufacturers to enter and excel within the nuclear supply chain.
New Strategies for New Nuclear
New nuclear power business approaches for new commercial entrants.
Financing, licensing, and stakeholder management become crucial for newcomers confronting legacy competitors and a highly-regulated industry. Here, we delve into various considerations for nuclear new entrants.