Nuclear

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

PJM Interconnection

The nuclear have-nots are buying 2032 in cash

May 12, 2026

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5 min read

The nuclear have-nots are buying 2032 in cash

When a Bitcoin miner signs a 4 GW nuclear MOU and Constellation refuses to price its next tranche, the supply squeeze isn't a forecast anymore — it's the procurement market.

Julian Green

Nuclear

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

The nuclear have-nots are buying 2032 in cash

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