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Nuclear

Two contracts, 3 gigawatts, and a floor nobody has read

Sep 15, 2026

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6 min read

Two contracts, 3 gigawatts, and a floor nobody has read

Two contracts now govern roughly 3 gigawatts of American nuclear output through the 2040s. Neither discloses its floor — and the one federal floor underneath both of them expires in 2032.

Julian Green

Transformer Lead Times

Everyone's arguing over who pays. The transformer line is three years long.

Sep 1, 2026

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6 min read

Everyone's arguing over who pays. The transformer line is three years long.

Six grid operators just filed their answers on large-load cost allocation. Not one of those filings shortens a factory queue.

Julian Green

PJM Interconnection

Crane cleared its last hurdle at Three Mile Island. Nobody else inherits the shortcut.

Aug 25, 2026

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6 min read

Crane cleared its last hurdle at Three Mile Island. Nobody else inherits the shortcut.

The nuclear PPA playbook — and why the next deal looks nothing like the first.

Julian Green

Microsoft

+12

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

Jul 7, 2026

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4 min read

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

The headline capacity is genuine. It's also two very different stories wearing one number — and only one of them shows up this decade.

Julian Green

Meta

Two contracts, 3 gigawatts, and a floor nobody has read

Everyone's arguing over who pays. The transformer line is three years long.

Crane cleared its last hurdle at Three Mile Island. Nobody else inherits the shortcut.

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

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