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Big Tech’s Sudden Rush Into Nuclear Is A Win-Win For America

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From the Daily Caller News Foundation

By David Blackmon

The U.S. power-generation sector has been hit in recent weeks with story after story about Big Tech firms entering into deals with power providers or developers to satisfy their electricity needs with nuclear generation.

Here are some examples:

—In mid-October, Google said it had entered into an agreement to purchase power for its data center needs from Kairos Power, a developer of small modular reactors (SMRs).

—A couple of weeks earlier, Microsoft and Constellation completed a deal that would involve the restart of Unit 1 at the Three Mile Island facility in Pennsylvania to power that company’s needs.

—On Dec. 3, Meta issued a request for proposals to nuclear developers to provide up to 4 gigawatts (GW) of electricity to power data centers and AI no later than the early 2030s.

—Perhaps the most extensive development of all came two days after Google’s announcement, when Amazon announced it has entered into deals to support the development of Small Modular Reactors (SMRs) with three developers in three different regions of the country.

So, what’s going on here? Aren’t all these Big Tech companies supposed to be totally bought into the climate-alarm narrative, a narrative that claims wind and solar are the only real “clean” energy solutions for power generation? Aren’t we constantly bombarded by boosters of those non-solutions that they are able to reliably provide uninterrupted electricity if backed up by stationary batteries?

Certainly, that has been the case in the past — few corporations could hope to match the volume of virtue signaling about green energy we have seen from these tech companies in recent years. That was all fine until, apparently, the AI revolution came along.

AI is an enormous power hog, one that these and other Big Tech firms must now rapidly adopt to remain competitive.

The trouble with AI and the data centers needed to make it go is that it requires the reliable, constant injection of electricity 24 hours a day, 7 days a week, 365 days every year. While these Big Tech firms would no doubt love to be able to virtue signal about sourcing their power from wind and solar backed up by enormous banks of batteries, each and every one of them has assessed that option and realized it cannot reliably fill their needs.

Thus, the recent rush to nuclear. After all, once they’ve been built and placed into service, nuclear reactors are a very real zero emissions power source. And unlike wind and solar, nuclear plants do not have to be backed up by an equal amount of generation capacity provided by another fuel, consisting most often of natural gas plants. Nuclear reactors are basically the Energizer Bunnies of power generation: They just keep going and going.

Another big advantage nuclear brings over renewables is the avoidance of the need to invest in massive new transmission networks. This is especially true of SMRs, which can be installed directly adjacent to the contracting data centers. By contrast, wind generation installations must be located in areas where the wind reliably blows. Such areas are often hundreds of miles away from big demand centers, as has been the case in Texas.

Where solar is concerned, the provision of multiple gigawatts (GWs) of generation capacity can require the condemnation of hundreds of acres of land, often thousands. The stationary battery centers for 1 GW of solar or wind would require another large swath of land to be condemned. By contrast, the land footprint for a pair of 500 megawatt (MW) SMRs would amount to no more than a few acres.

Where the deal between Microsoft and Constellation is concerned, sourcing power from an older generation nuclear plant like Three Mile Island will involve interconnecting into an already extant transmission system, though some upgrades and extensions will no doubt be required.

This sudden rush to nuclear by some of the largest companies in the country will benefit all Americans. The massive infusion of capital will accelerate development of SMRs and other advanced nuclear tech, pressure policymakers to modernize antiquated nuclear regulations, and to streamline Byzantine permitting processes that currently inhibit all forms of energy development.

It is a win-win situation for all of us.

David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.

Business

Bernie Sanders says Musk is right on military spending

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From The Center Square

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“The Pentagon recently failed its seventh consecutive audit, suggesting that the agency’s leadership has little idea how its annual budget of more than $800 billion is spent”

President-elect Donald Trump’s new Department of Government Efficiency has energized Republicans, but it’s also receiving attention from some liberal lawmakers, including Bernie Sanders.

Sanders, the independent from Vermont, wants to help Trump’s DOGE, which is co-led by Tesla CEO Elon Musk and tech entrepreneur Vivek Ramaswamy.

Sanders has his eye on the U.S. military budget.

“Elon Musk is right,” Sanders wrote on X. “The Pentagon, with a budget of $886 billion, just failed its 7th audit in a row. It’s lost track of billions. Last year, only 13 senators voted against the Military Industrial Complex and a defense budget full of waste and fraud. That must change.”

Sanders comments come before the U.S. House is set to vote on a compromise version of the National Defense Authorization Act, which authorizes nearly $900 billion to support U.S. military service members, infrastructure, and defense capabilities during the 2025 fiscal year. The 1,813-page document released Saturday by the Senate and House Armed Services Committees outlines U.S. defense policy priorities and their costs for 2025. Most of the proposed funds, $849.9 billion out of the $895.2 billion topline, would go to programs within the Department of Defense.

Ramaswamy and Musk wrote in a November op-ed that the military is on their list.

“The Pentagon recently failed its seventh consecutive audit, suggesting that the agency’s leadership has little idea how its annual budget of more than $800 billion is spent,” they wrote.

The U.S. Department of Defense’s annual audit once again resulted in a disclaimer opinion. That means the federal government’s largest agency can’t fully explain its spending. The disclaimer this year was expected. And it’s expected again next year. The Pentagon previously said it will be able to accurately account for its spending by 2027.

Musk has gone even farther in his criticism of military spending. He called the military’s most expensive ever project, the F-35 stealth fighter, “obsolete.”

“The F-35 design was broken at the requirements level, because it was required to be too many things to too many people,” Musk wrote on X. “This made it an expensive & complex jack of all trades, master of none. Success was never in the set of possible outcomes. And manned fighter jets are obsolete in the age of drones anyway. Will just get pilots killed.”

TCS - F-35
U.S. Air Force F-35 Lightning IIs from the 356th Fighter Squadron at Eielson Air Force Base fly side by side with Republic of Korea Air Force F-35s from the 151st and 152nd Combat Flight Squadrons as part of a bilateral exercise over the Yellow Sea, Republic of Korea, July 12, 2022. 

In May, the U.S. Government Accountability Office found the cost of the Pentagon’s most expensive weapon system was projected to increase by more than 40% despite plans to use the stealth fighter less, in part because of reliability issues.

The U.S. Department of Defense’s F-35 Lightning II is the most advanced and costly weapon system in the U.S. arsenal. It’s a joint, multinational program that includes the Air Force, Navy, Marine Corps, seven international partners and foreign military sales customers.

The Pentagon has about 630 F-35s. It plans to buy about 1,800 more. And it intends to use them through 2088. DOD estimates the F-35 program will cost over $2 trillion to buy, operate, and sustain over its lifetime.

The Pentagon hasn’t responded to Musk’s comments. Late last month, a reporter asked Defense Department Press Secretary Air Force Major General Pat Ryder about Musk’s comments on the F-35.

“Yeah, as I’m sure you can appreciate, Mr. Musk is, currently, a private citizen, I’m not going to make any comments about what a private citizen may have to say about the F-35.”

Trump set lofty goals for the new group.

“It will become, potentially, ‘The Manhattan Project,’ of our time,” Trump’s announcement said. “Republican politicians have dreamed about the objectives of ‘DOGE’ for a very long time.”

The original Manhattan Project was a research and development project during the second World War that led to the creation of nuclear weapons.

Ramaswamy and Musk have previously outlined their plans for DOGE, which could include mass federal layoffs and reductions in federal regulations. Musk and Ramaswamy said they won’t rely on action from Congress and will instead “focus particularly on driving change through executive action based on existing legislation rather than by passing new laws.”

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Automotive

Foreign Companies Think Twice About Pouring Billions Into US EVs As Trump Return Looms

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From the Daily Caller News Foundation

By Ireland Owens

South Korean companies are reconsidering investments into building electric vehicle (EV) battery plants in the United States, according to Bloomberg.

Some South Korean companies have slowed or halted the construction of some U.S. battery plants over concerns about slackening demand for EVs and President-elect Donald Trump’s impending return to the White House, according to Bloomberg. Trump’s proposed cuts to tax credits that have benefitted EV makers are causing some Korean companies to rethink their $54 billion U.S. investment plans.

The price of lithium, a key mineral used in EV batteries, dropped nearly 90% from their highs in 2022 due to slower-than-anticipated EV adoption, Bloomberg reported. Several South Korean companies announced plans for U.S. battery plants in 2022, promising the creation of thousands of jobs, following President Joe Biden’s Inflation Reduction Act being signed into law in August 2022, according to Bloomberg.

South Korea’s supply of batteries and battery materials has increased exponentially over the last few years, according to Aranca, a global research and analytics firm. South Korean-owned gigafactories will account for 43% of U.S. battery production growth over the next five years, according to Benchmark Source. Various Korean companies have been pumping billions of dollars into American manufacturing in recent years, with South Korean companies investing more in the U.S. than any other country in 2023.

Trump has long criticized EVs, and vowed to repeal the Biden administration’s EV measures in October 2023, calling them “insane.” The president-elect’s transition team is planning to undo the $7,500 consumer tax credit for EV purchases, Reuters reported last month.

On the campaign trail, Trump promised to “revolutionize” the U.S. auto industry and vowed to make interest on car loans fully tax deductible in an attempt to boost domestic auto production. Trump has also proposed to offer tax breaks for purchasing vehicles manufactured in the U.S., emphasizing that it would boost domestic auto industry jobs and benefit American automakers, according to CBT News. The president-elect has proposed introducing tariffs on various imported goods, causing some American companies to speed up shifting production out of other countries, such as China and Mexico.

The Biden-Harris administration has led a push to increase the usage of EVs nationwide as part of President Joe Biden’s signature climate agenda. Biden introduced stringent tailpipe emissions  standards in March that would require about 67% of all light-duty vehicles sold after 2032 to be EVs or hybrids. The president also vowed to build 500,000 public EV chargers nationwide by 2030, although the charging network plans has thus far been significantly delayed.

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