A New Reckoning for Nuclear Energy
After decades of stagnation caused by public opposition, economic barriers, and safety concerns, nuclear energy is experiencing unprecedented political and corporate support as a climate solution, with the U.S. government targeting a massive expansion and major tech companies investing heavily in new facilities. However, this represents the country's third major nuclear revival attempt, and the industry faces a critical test: it must successfully demonstrate that it can build large fleets of new reactors on time and within budget, particularly using smaller "advanced" reactor designs that have long promised breakthroughs but never achieved commercial deployment. If expectations outpace actual delivery over the next five to ten years, another failure could undermine nuclear's role in the climate transition at a time when abundant carbon-free electricity is increasingly essential.