China

The Safety Vote

A prerequisite for sustained nuclear renaissance.

The nuclear renaissance requires safety as its central focus. Industry vigilance at all levels is key to accident prevention, but only favorable public opinion will allow the industry to realize its enormous potential.

Beyond The Downturn

Today’s challenges are transforming the industry.

Today’s urgent challenges will reshape the industry. Companies that successfully renew themselves will find the solution in assets they already possess, but have failed to exploit. The future winners will navigate a steady course through troubled markets while preparing for disruptive trends.

Five Nuclear Challenges

Building reactors requires new federal commitment.

Several key barriers prevent the construction of a new U.S. nuclear power fleet. These barriers must be overcome to prevent a power-shortfall emergency.

The New Gas Wisdom

Unconventional gas sources put a ceiling on future prices.

Unconventional gas and LNG are changing the outlook for future gas prices.

Memo to the President-Elect (Part 2)

A clear and present need for nuclear energy expansion.

Addressing climate change will require extending the life of today’s nuclear fleet and laying the foundation for new plants.

Memo to the President-Elect (Part 1)

A clear and present need for nuclear energy expansion.

The new administration might be our last, best hope for recapturing America’s technological and economic superiority. The time has come to institute an “Apollo Project” level of effort to convert to a carbon-free energy infrastructure while tossing aside the business-as-usual model. The future lies in nuclear power.

Capital Conundrum

The Big Build will test the industry’s access to Wall Street.

The era of easily available, affordable energy rapidly is ending and our society is realizing that our energy infrastructure is severely inadequate to supply the energy demands of the future. The major issue facing the sector today is how to fund and deliver this new climate-friendly infrastructure, which is currently estimated will cost almost $2 trillion between now and 2030.

Coal Sets Sail

Global markets affect domestic prices, exports and infrastructure.

Who knew coal-supply issues in countries far away from U.S. markets could have a massive impact on domestic supply and pricing, helping to increase prices for Appalachian coal by 260 percent in the past year? Despite what might have appeared to be an isolated U.S. coal market, recent events throughout the globe, such as supply disruptions in Australia and South Africa and increasing demand in some Asian countries, have shown that U.S. markets indeed are a major part of the global coal economy.