Maintaining a fully homegrown nuclear industry while meeting President Trump’s goal to 4X capacity by 2050 won’t be easy—it’ll require investments totaling $105–170B, McKinsey estimates. 

The firm says the country will be “severely challenged” in building out the entire supply chain, which includes conversion ($30–45B), fabrication ($10–20B), and enrichment ($30–40B). This means that the DOE's recent $2.7B award for enrichment is merely a drop in the radioactive bucket.

Trump signed the “Build More Hydro” bill into law, which will offer up to six-year construction extensions for hydropower projects licensed before March 2020 (and delayed by pandemic-era supply chain issues and shutdowns).

Enbridge briefed the National Energy Dominance Council on a major expansion of the 1,100-mile Algonquin Gas Transmission line. This would boost capacity in the pipeline-constrained Northeast, where officials killed two proposals a decade ago. Now, several governors are signaling openness as regional energy prices soar.

Among Moore's asks, he urged that PJM 1) force data centers to pay for the power they're driving and 2) unblock generation—but not all of it. He flagged a proposed Constellation gas plant that could cost $800M to interconnect (hence why MD is leaning on solar, storage, wind, and demand response).

PJM's side: The RTO says 53 GW of (mostly) renewable generation (including 1.6 GW in MD) could be built today. But they’re prevented by factors “beyond PJM’s control,” like permitting and siting hurdles.

That’s how much the utility plans to spend over the next five years (between substations and other grid upgrades) to support NYC and its suburbs. Unlike data center-dominated peer utilities, ConEd’s demand spike primarily stems from the unprecedented pace of local building and transportation electrification.

The subsidy trap: This legislation axed Biden-era renewable subsidies and banned China from accessing remaining ones. Now, banks, insurers, and major installers like Sunrun are blacklisting at least six new US solar factories over links to China.

The supply squeeze: The crackdown targets over 25 GW of the country’s 66-GW module-making capacity. Developers are pivoting to non-Chinese suppliers like First Solar and Qcells, but experts warn these setbacks will drive up power prices and force a choice between slower growth or pricier imports.

Colorado has joined the growing list of states authorizing plug-in solar devices, and New Hampshire is not far behind. CO’s new law even mandates that utilities allow "meter collar adapters," which avoid the need for a full electrical panel upgrade.

Yes, but: Implementation is tied to national safety standards…which don't yet exist. The National Electrical Code isn’t slated for an update until 2029.

And: Not every state is on board. A similar bill recently died in IL after the electrical workers union pushed to mothball the tech until the 2029 code update—a delay proponents called a "poison pill" designed to protect licensed installation jobs.

Embattled nuclear developer Fermi secured a vote of confidence from a major shareholder following the abrupt ousting of its CEO and the resignation of its CFO. 

The company faced an 84% stock decline over the past year (and a clash with a crucial customer at its Amarillo, TX, campus). But the board—anchored by former Energy Sec. Rick Perry—is resisting a "hasty sale" in favor of its long-term plan to power data centers with Westinghouse AP1000 reactors.