The paradigm of big baseline builds is shifting to modular builds. I’m bullish on this modular approach for at least 3 reasons:
1) loss of institutional knowledge and skill sets. Skilled outage techs and engineers are in short supply and will need to be on and off a job ASAP in the new nuclear paradigm,
2) the funding model for new builds cannot support big baseline projects anymore. SCANA was relatively healthy and VC Summer bankrupted it. There aren’t more than two, maybe three, utilities in North America that can sustain the financial commitment for a baseline build,
3) the market profile for new nukes is no longer big, regional gencos powering homes, in fact it may be shifting away from that altogether. AI computing, corporate data centers, and an increase in semiconductor manufacturing all require continuous, dedicated, reliable, and most of all, the cleanest power (wave form, not energy source) possible. That comes better from localized sources, not remote baseline generating plants.
IMHO, this adds up to modular design, modular licensing, modular funding, modular construction, modular/incremental capacity expansion, and modular outage management.
ENTRA1 Energy Plants™ with approved NuScale Power SMRs-inside come in three standard configurations and are commercially ready to deploy. Safe. Reliable. Clean.
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