Bank Head Estate residents attend public meeting over nuke dump blight
The UK/Ireland Nuclear Free Local Authorities wish to congratulate our
friends in Millom and District Against the GDF for organising a successful
meeting last month at which the residents of the Bank Head Estate, Millom
met with local Councillors to raise their concerns that in the future a
nuclear waste dump might become their unwanted neighbour.
Although for
several years, Nuclear Waste Services has been working, first with a local
Working Group and then through a Community Partnership, on plans to bring a
Geological Disposal Facility, or GDF, to the South Copeland Search Area it
was at the end of January that NWS revealed the Area of Focus in which more
detailed investigations will be conducted to determine its potential as the
eventual site for a waste receiving centre. Nuclear Waste Services have
previously revealed that the surface site will approximately one kilometre
square; once built the facility would from the 2050s, receive regular
shipments of radioactive waste which would be transported underground and
through access tunnels out under the seabed.
NFLA 5th March 2025 https://www.nuclearpolicy.info/news/bank-head-estate-residents-attend-public-meeting-over-nuke-dump-blight/
Has common sense finally prevailed at Hinkley Point C?

NFLA 5th March 2025 https://www.nuclearpolicy.info/news/has-common-sense-finally-prevailed-at-hinkley-point-c/
In what appears to be a welcome change of heart, EDF Energy has just announced that at Hinkley Point C it will pause its unpopular saltmarsh plan and will instead pursue the possibility of installing a new version of an Acoustic Fish Deterrent.
The Nuclear Free Local Authorities have been consistent in its support for the demand made by our friends at Stop Hinkley that the French company honour the obligation placed upon it to install such a device to prevent millions of fish being sucked to their death into the huge intake pipes, each the size of six double decker buses.
The new station will suck in the equivalent of three Olympic swimming pools of cooling water per minute from the Severn Estuary, and with it the fish. The estuary is one of the UK’s most highly designated nature conservation sites.
A Public Inquiry and the Secretary of State upheld the importance of the AFD, and scientists and experts in the field are convinced that it remains necessary and practical.
Without the AFD, EDF have estimated that almost 3 million fish will die annually, while other studies put the number of fish lost at up to 182 million per year.
EDF Energy has previously been wholly resistant to installing an AFD citing the supposed threat by its operation to divers, but, in its announcement, the company has described its recent discovery of ‘a new type of acoustic fish deterrent system’. This provides an ‘innovative solution’ and can installed in a way that is ‘safe and effective’.
EDF Energy also says that ‘we are pausing all design and development work on saltmarsh creation’, which will come as a considerable relief to local people, including Lily Hewlett who wrote recently to the company with a plea to refrain from taking, and flooding, 340 acres of the farming family’s grazing land.
Ten-year-old Lily made plain what she thought of the proposed action: ‘You would not just be taking over our land, but you will be hurting nature, and you can’t just use other people’s land for the mistake that you have done. You need to stop it; it is cruel and just because you have lots of money does not mean you can do what you like.’
Who knows maybe this letter touched a heartstring amongst one of the big-wigs in the Hinkley Point C senior management team, but, whatever the catalyst, if this is indeed a genuine attempt by EDF Energy at seeking to establish a new Entente Cordiale with campaigners and the local community then the Nuclear Free Local Authorities welcome it.
For our part we shall suspect disbelief and keep a watching brief. Let’s see what happens.
Most Contaminated U.S. Nuclear Site Is Set to Be the Largest Solar Farm.

Plans to transform Hanford, which was integral to the nation’s nuclear arsenal after World War II, had just begun inching forward when President Trump started his second term.
New York Times, By Keith Schneider, Reporting from Richland, Wash, March 5, 2025,
In the weeks since President Trump has taken office, he has pushed to unleash oil and gas production and has signed executive orders halting the country’s transition to renewable energy.
But in Washington State, a government-led effort has just started to build what is expected to be the country’s largest solar generating station. The project is finally inching forward, after decades of cleaning up radioactive and chemical waste in fits and starts, at the Hanford Nuclear Reservation, a sweep of desert that was pivotal to the nation’s weapons arsenal from 1943 until it was shut down in 1989. A developer, Hecate, was brought on last year to turn big stretches of the site into solar farms.
Hecate will have access to 10,300 acres that the government has determined sufficiently safe to redevelop. The company has already started site evaluation on 8,000 acres, an area nearly 10 times the size of Central Park in New York and enough space for 3.45 million photovoltaic panels. (Hanford’s site is nearly 400,000 acres.)
If all goes according to plan, the Hecate project, which is expected to be completed in 2030, will be by far the largest site the government has cleaned up and converted from land that had been used for nuclear research, weapons and waste storage. It is expected to generate up to 2,000 megawatts of electricity — enough roughly to supply all the homes in Seattle, San Francisco, and Denver — and store 2,000 more in a large battery installation at a total cost of $4 billion. The photovoltaic panels and batteries will provide twice as much energy as a conventional nuclear power plant. The nation’s current biggest solar plant, the Copper Mountain Solar Facility in Nevada, can generate up to 802 megawatts of energy.
The big unknown still hanging over the plan is whether the Trump administration will thwart efforts that the Biden administration put in place to develop more clean electricity generation………………………………………….
While a clean energy project may clash with Mr. Trump’s policies, there’s a reason the administration may allow Hecate’s solar development to move forward: the revenue the government will get for the land lease. Hecate and the Energy Department declined to discuss the land’s market value, but private solar developers in the region said such easements typically paid landowners $300 an acre annually.
Two officials at the Energy Department, who asked not to be named for fear of retaliation, said that neither the president nor the leaders of the administration’s effort to reshape federal agencies had yet to intervene in the solar project, but that the future of the initiative was uncertain. One of the officials said the new energy secretary, Chris Wright, a former oil executive, had not yet reviewed the project as of late February.
Alex Pugh, Hecate’s director of development, said the company was moving ahead despite shifting political winds. “The fundamentals of the project are strong regardless of policy direction,” he said. “The region needs the project. There is a huge demand for electricity here.”
…………………….Hecate identified the large expanse of open ground alongside high-voltage transmission lines at Hanford as a potential site for its plant several years ago, Mr. Pugh said — long before the Energy Department solicited proposals. The potential benefits, he said, were plainly apparent.
………………….What they also have, however, is risk. The site where Hecate plans to build its photovoltaic panels is near an area where groundwater and soil were decontaminated and alongside an experimental 400-megawatt nuclear reactor complex that was decommissioned in 2001. It’s also about 20 miles south of B Reactor, the world’s first full-scale nuclear reactor, which produced the plutonium for the atomic
UK Government slaps down Ian Murray over UN nuclear weapons summit.
By Xander Elliards
IAN Murray has seen his efforts to lobby the Labour leadership over nuclear weaponry slapped down – with the UK dismissing any engagement with a global summit on the weapons out of hand.
The Scottish Secretary is one of a handful of Labour MPs to have signed a pledge to work towards worldwide nuclear disarmament, which was drawn up by the International
Campaign to Abolish Nuclear Weapons (ICAN) and also backed by almost all
SNP parliamentarians.
The National 4th March 2025, https://www.thenational.scot/news/24981383.uk-government-slaps-ian-murray-un-nuclear-weapons-summit/
Nuclear energy has no role in Scotland’s green future

Scottish Greens 4th March 2025, https://greens.scot/news/nuclear-energy-has-no-role-in-scotland-s-green-future
Nuclear energy is costly and toxic and will do nothing to cut bills.
New nuclear power would cost Scottish households while diverting funding and resources from real climate action, says Scottish Green Co-leader Patrick Harvie.
Speaking ahead of a Scottish Government debate on Scotland’s renewable future, Mr Harvie warned that Labour’s focus on nuclear power would risk increasing household bills and would be a gift to a toxic industry that is not offering the solutions we need.
The UK Labour government has proposed building new nuclear power plants across the UK touting so-called ‘small modular reactors’, despite one never having been built and the long-running record of the nuclear power industry running over schedule and budget.
The first nuclear power plant to be built in the UK for over 30 years, at Hinkley Point, is nearing £28 billion over budget and despite the construction phase beginning in 2016, it will likely not generate any electricity until at least 2029 but possibly 2031.
Mr Harvie said:
“This cold war era obsession with nuclear power shows just how out of touch Labour are with the real crisis we face. It is costly, takes years to go online and will leave a long and toxic legacy for future generations.
“New nuclear power would cost billions of pounds at a time when Labour are telling the public that there is no money to tackle poverty or keep pensioners warm. These new reactors would do nothing to reduce the bills that Labour promised to cut during the election.
“Hinkley Point is the perfect example of everything wrong with nuclear power. Its construction has been a disaster for the environment, requiring masses more concrete and steel than initially thought and it is now running significantly over budget and behind schedule. Does Keir Starmer really think the people want more of this?
“It is a distraction from doing the real work that is so important in terms of investing in clean, green renewable energy that will make a big difference for people and planet.
“Keir Starmer seems to have been sold up the river by his friends in the nuclear power industry who promise modular reactors, which have never been built to any kind of scale and don’t remove the major problem of highly toxic nuclear waste that will still scar our landscape for centuries to come.
“Scotland can have a positive and prosperous green future, but nuclear energy has no part in it. We have the resources for a renewables revolution but we need all governments to commit to it rather than taking a big backwards step with nuclear.”
Nuclear Policy in Scotland

The following motion was passed in the Scottish Parliament on 4th March:
That the Parliament rejects the creation of new nuclear power plants in
Scotland and the risk that they bring;
believes that Scotland’s future is as a renewables powerhouse;
further believes that the expansion ofrenewables should have a positive impact on household energy bills;
notes the challenges and dangers of producing and managing hazardous radioactive
nuclear waste products, and the potentially catastrophic consequences of
the failure of a nuclear power plant;
recognises that the development and operation of renewable power generation is faster, cheaper and safer than that of nuclear power, and welcomes that renewables would deliver higher employment than nuclear power for the development and production of
equivalent levels of generated power.
A Labour motion, proposed by Energy Spokesperson, Sarah Boyack was defeated….
Scottish Parliament 4th March 2025,
https://www.parliament.scot/chamber-and-committees/votes-and-motions/S6M-16657
Fearing toxic waste, Greenland ended uranium mining. Now, they could be forced to restart – or pay $11bn

Fearing toxic waste, Greenland ended uranium mining. Now, they could be
forced to restart – or pay $11bn. The island is being sued by a mining
company over its decision, and faces paying nine times its annual budget in
damages if it loses.
From the iceberg-filled bay, the mountains above the
town of Narsaq, in south-west Greenland, appear unremarkable. In the
September warmth, clumps of grass cling to the smooth, grey peaks shaped
over centuries by an enormous ice cap that lurks behind the fjords on the
horizon. Brightly coloured homes are scattered around the shoreline below,
home to a community of just over 1,300 people.
Were it not for a mining
outhouse on the edge of town, there would be little indication of the
potential riches in the rock. The range is home to one of the largest
undeveloped deposits of rare-earth minerals and uranium in the world: the
Kvanefjeld site, or Kuannersuit in Greenlandic. It contains high
concentrations of metals such as terbium and neodymium, which are used to
manufacture permanent magnets in wind turbines and electric cars. Every
major power in the world is scrambling to get access to these minerals for
carbon-free energy and transport.
A proposed open-pit mine would be worth
about $7.5bn (£6bn) if it went ahead, according to the site operator,
generating income for the island’s economy. But when the mining company
acquired the site in 2007, the impact of potentially radioactive waste
contaminating drinking water and nearby sheep farms alarmed local people.
They feared that the “tailings” – a slurry of ground-up waste from
mining – would be laced with radioactive waste and could contaminate
waterways or spread as dust in the air.
Guardian 5th March 2025, https://www.theguardian.com/environment/2025/mar/05/greenland-mining-energy-transition-minerals-environmental-laws-uranium-rare-earth-toxic-waste-investor-state-dispute-settlement-isds-aoe
British journalists are celebrating the lack of opposition to war in parliament.

US Rep. Eric Swalwell let the cat out of the bag when he admitted on CNN that Ukraine was the “greatest return on investment for any military expenditure ever” because it bled the Russian economy and military and didn’t cost a single American life.
We are told this is healthy, but it’s anything but…
Ricky Hale and Council Estate Media, Mar 06, 2025, [Excellent tweet excerpts , references and graphics] https://www.councilestatemedia.uk/p/british-journalists-are-celebrating?utm_source=post-email-title&publication_id=1336368&post_id=158430860&utm_campaign=email-post-title&isFreemail=true&r=ln98x&triedRedirect=true&utm_medium=email
We are seeing consent for World War III being manufactured before our eyes, and even if you think war is unavoidable, even if you’re convinced that Russia is so dangerous, war is the only way to stop it from conquering Europe, you should listen to anti-war voices.
Now more than ever, you should listen to the other side of the argument because if we’re right, it could help avert nuclear catastrophe, and if we’re wrong, well, war happens anyway. The approach of the warmongers guarantees war whereas the approach of the peacemakers is the only way to avoid war. Shouldn’t we at least give peace a try?
We have violated peace agreement after peace agreement with Russia since the fall of the Soviet Union, and make no mistake, those violations were not moments of recklessness, they were deliberate provocations. We were seeing what we could get away with.
I’ve seen viral memes bragging about how we expanded NATO to Russia’s doorstep and broke red line after red line and Putin didn’t retaliate so we should bring Ukraine into NATO. This overlooks that NATO expansion was one of the key factors that led to war.
After 30-odd years of inaction from Russia, our encroachment eventually provoked a massive retaliation. So here’s a thought, could we just make a peace deal and honour it and see what happens? Could we try that? What’s the worst that could happen? The deal fails and we end up fighting Russia? We’re fighting Russia anyway!
While Sir Keir Starmer is doing his war is peace thing, mainstream media propagandists are falling over themselves to cheer him on. One of the worst culprits yesterday was Lewis Goodall who couldn’t hide his delight that anti-war voices are being ignored.
For those who don’t know, Goodall is one of the hosts of the News Agents, which I’m told is the number one podcast in the UK. Prior to that, Goodall was political correspondent at Sky News and policy editor of BBC Newsnight. Goodall came out with one of the worst political takes I’ve seen in quite some time, a take that received a huge online backlash.
Goodall was celebrating that there is almost no divergence of thought in our politics on a matter as serious as war. He was celebrating the groupthink and lack of dissenting voices as healthy. He seemed to think only other countries have tyrants while our tyrant has actively participated in the Gaza genocide and stamped out dissent at home.
Goodall’s simplistic takes on Russia and Ukraine explain why he was so successful in the mainstream media: he blindly parrots establishment narratives with no attempt at nuance. If someone like him ever attempted nuance, they would never make it into those positions. Only loyal servants of the empire rise to prominence in the mainstream media, and those who dissent are rarely given the platform to speak.
One of the absurd aspects of Goodall’s post is that clearly not everyone wants to see peace. Sir Keir Starmer could have simply issued a statement pushing for a peace deal, yet he chose to invoke the Iraq war, talk of boots on the ground, and planes in the air, and use the most provocative language possible. Starmer and European leaders were openly hostile to peace negotiations from the start and we’re now pretending they want peace?
Starmer’s supporters say a peace deal would mean the “capitulation” of Ukraine and then they demand the capitulation of Russia! They argue that it’s perfectly reasonable to put boots on the ground in Ukraine, but NATO encroaching on Moscow’s doorstep was precisely why the war started!
A neoliberal’s idea of peace is demanding that Russia surrenders to NATO. They are not remotely interested in compromise because if they wanted a settlement, they would have honoured the Minsk Agreements.
There is no way Starmer’s advisors would not have told him boots on the ground would mean war with Russia. This was not a clumsy use of words, it was a deliberate provocation. The only question is does he intend to go through with it? War with Russia isn’t realistic at present because we don’t have the numbers or the equipment to put up any serious fight.
It is for this reason I don’t expect World War III to happen in the immediate future. As I said in my last article, I think Europe’s neoliberals might wait until the end of Trump’s term and hope for an anti-Russia president. Hopefully, things will have fizzled out by then, but for now, the ruling class does not want us talking World War III down. They want us ready to be their foot soldiers in case they decide to do something crazy.
Have you noticed how we’re not seeing a word of caution from mainstream journalists, not even a “maybe World War III is not such a good idea” or “perhaps our approach is not the best way to avoid it”? There is no caution, simply the narrative that Starmer is looking statesman-like and anyone outside the groupthink is basically a traitor. How is this healthy?
Not only did we see Starmer invoking the illegal invasion of Iraq that killed over a million people, we saw a Tory MP invoking World War 1.
We are not supposed to hear the counter-arguments to Starmer’s position because those arguments would make the public think twice. People have to be convinced there is no alternative to war with Russia before they will go along with it. They have to be convinced that Russia is a supreme evil and Ukraine is noble and pure. This explains the following response from Lewis Goodall: [on original]
This dumbing down of the conversation is very deliberate. Lewis Goodall is far too intelligent to think this is all there is to it, but he talks this way anyway. Putin is ready to negotiate a settlement and it is European leaders who are unwilling. Zelensky knows that if he agrees to peace, the neo-Nazis will probably hang him from a tree.
US Rep. Eric Swalwell let the cat out of the bag when he admitted on CNN that Ukraine was the “greatest return on investment for any military expenditure ever” because it bled the Russian economy and military and didn’t cost a single American life. Who cares that hundreds of thousands of Ukrainians have died? If this was simply a fight for Ukrainian liberation, Swalwell would not have used this framing. Make no mistake, this was always about leading Russia into a trap and Ukrainians were simply our pawns.
John Pilger wrote for the Guardian in 2014 about how our backing of neo-Nazis in Ukraine was leading to war with Russia. Many western officials echoed the sentiments. If anyone echoes those sentiments today, they will be dismissed as a Putin puppet, sacked from their jobs and driven out of public life.
We are not allowed to talk about how concerned the media used to be that we were arming and training the Ukrainian far right. We are not allowed to talk about how they pressured Zelensky into taking a more hostile stance towards Russia. We are not allowed to talk about the things the media used to talk about like the neo-Nazi problem in the Ukrainian military, or the fact Ukraine is Europe’s most corrupt country, or how Kyiv bombed eastern Ukraine for eight years and received widespread criticism for all of these things. We are now told Ukraine is a beacon of “liberal democracy” and ironically it is.
None of this is to say that Russia’s invasion of Ukraine was deserved: provoked and deserved are two very different things. The Ukrainian people don’t deserve to be caught in the middle of a conflict between two superpowers that we have deliberately kept going.
We are not allowed any dissenting opinions on war, any acknowledgement of where we might have gone wrong, or any criticism of Ukraine or Zelensky. If you think that NATO and Ukraine and Zelensky have been perfect all the way, you are not a thinking adult. Real life doesn’t work like that and aside from anything else, NATO’s track record of intervention is abysmal. There is no reason to think another intervention would be any better.
If you can’t accept that NATO has been imperfect (to say the least), you must ask why debate is shut down and why those who attempt debate are labelled as Putin puppets and worse. What does the establishment have to fear from debate if it has the correct arguments?
I’m old enough enough to remember when politicians pretended to respect the importance of debate, when it was acknowledged that it was essential to the healthy functioning of society, but propagandists like Goodall are now telling us that lack of debate is actually healthy!
History tells us that whenever there is a lack of debate in our politics, whenever the parties agree on something, it rarely ends well for the working class and often a lot of people end up dying. Everyone should understand that the people who committed a genocide are demanding your blind obedience on their other war. Does this sound like a good idea to you?
Keir Starmer tells SNP to reverse nuclear weapons opposition

NOW is the time to reaffirm the UK Government’s commitment to nuclear
weaponry, the Prime Minister has said – on the day that international
efforts to promote a global ban on the technology step up.
Speaking in the Commons on Monday, Keir Starmer took issue with the SNP’s opposition to
nuclear weapons – apparently in response to comments from First Minister
John Swinney last week. The SNP leader suggested that a focus on nuclear
weapons was an “inhibitor” to combating current military challenges due
to the “resources they command” – and called for the funding
allocated for renewing Trident should instead be invested in
“conventional weaponry”.
The National 3rd March 2025 https://www.thenational.scot/news/24978206.keir-starmer-tells-snp-reverse-nuclear-weapons-opposition/
EDF considers plans to revive ‘fish disco’ at Hinkley Point plant.
Move marks latest step in long-running debate over project’s wildlife
protection measures. EDF is considering reviving plans to install a
so-called fish disco in the Bristol Channel to ward off marine life
approaching its nuclear plant Hinkley Point C.
The French state-owned
company has written to communities around the project, being built in
Somerset, saying new technology could make its planned “acoustic
deterrent” system “safe and effective”. The move marks the latest
step in a long-running saga over the plant’s fish protection measures,
which has become emblematic of a wider national debate between development
and environmental protection measures.
EDF proposed an “acoustic
deterrent” as part of its original plans for the 3.2-gigawatt power
station. The system was devised to protect fish at risk of being sucked
into the plant’s machinery as it draws in water for cooling. But the
company has for several years been trying to ditch the proposal, arguing it
would endanger divers having to install and maintain the system, and may
not be effective.
It proposed to instead develop salt marshes to shelter
shoals. In their letter to local communities, sent last week and seen by
the FT, Andrew Cockcroft, head of stakeholder relations at Hinkley Point C,
said it had “recently become aware” of innovation that meant a new type
of deterrent could be installed. “The technology, pioneered in the
south-west, is proven and deployed internationally [ . . . ] We are
now working with experts to provide the scientific data to underpin the
case for using it at Hinkley Point C,” he said. EDF will “pause all
design and development work on salt marsh creation” in the meantime, he
added.
FT 4th March 2025. https://www.ft.com/content/b282d3f9-22f3-4075-9fce-6458a6c053af
Air Force picks remote Pacific atoll as site for cargo rocket trials.

COMMENT. Dressed up as “humanitarian aid” blah blah. They never give up until they’ve wrecked every beautiful indigenous home.
By SETH ROBSON STARS AND STRIPES • March 4, 2025
The Department of the Air Force has tagged an isolated Pacific island as a test site for landing rockets capable of delivering tons of cargo anywhere on the planet at lightning speed. The department signaled its intent Monday to build two rocket landing pads on Johnston Island within Johnston Atoll, an unincorporated U.S. territory 717 nautical miles southwest of Honolulu, according to a notice in the Federal Register.
……………………………………………………………In October 2020, Army Gen. Stephen Lyons, at the time the head of the U.S. Transportation Command, told the National Defense Transportation Association that officials were working with Elon Musk’s Space X on rocket cargo deliveries. The Federal Register notice does not mention Space X participation in the trial.
………………..U.S. forces are preparing to disperse across the Indo-Pacific in the expectation of missile attacks on established bases in a conflict with China over Taiwan or in the South China Sea.
To sustain forces across a vast swathe of territory the Air Force has been renovating World War II-era airfields from Micronesia to the Philippines.
………………………..Officials also considered Kwajalein Atoll, Midway Island and Wake Island as rocket landing sites, according to the Federal Register notice states. March 4, 2025
Israeli technician accused of offering country’s nuclear secrets to Iranian regime
All Israel News Staff March 3, 2025
Twenty-nine-year-old Israeli chemical technician, Doron Bokobza, is facing
charges for offering to sell sensitive information about Israel’s secret
Dimona nuclear reactor to Iranian intelligence. Bokobza, who resides in the
southern Israeli city of Beersheva, reportedly initiated the contact with
Iran, claiming that he had “access to the Nuclear Research Center.” He was
arrested last month by the Israeli intelligence agency, Shin Bet, and the
Israel Police serious crime unit.
All Israel 3rd March 2025,
https://allisrael.com/israeli-technician-accused-of-offering-countrys-nuclear-secrets-to-iranian-regime
Potentially ‘catastrophic’ use of AI in nuclear weapons systems raised by former Royal Navy boss

Concerns about the potentially “catastrophic” introduction of
artificial intelligence (AI) into the nuclear weapons’ command, control
and communication (N3) systems have been raised by the former First Sea
Lord and former Security Minister Lord West of Spithead.
An AI expert told the Canary that the potential worst-case scenario for introducing AI into
nuclear weapons command and control systems is a situation like the one
which caused the apocalypse in the Terminator franchise. The Terminator
films revolve around an event where the AI in control of the USA’s
nuclear weapons system gains self-awareness, views its human controllers as
a threat, and chooses to attempt to wipe out humanity.
The Canary 3rd March 2025, https://www.thecanary.co/uk/analysis/2025/03/03/ai-nuclear-weapons/
The SMR Gamble: Betting on Nuclear to Fuel the Data Center Boom

“Who’s going to insure these plants?” “That’s a huge unknown. “
Mar 3, 2025, by Sonal Patel Power Mag
Data center power demand is accelerating, pushing the grid to its limits and prompting tech giants to bet on next-generation nuclear reactors. But given steep costs, regulatory hurdles, and uncertain scalability, is nuclear the future of data center energy—or just another high-stakes gamble?
At the end of January, Chinese artificial intelligence (AI) startup DeepSeek unveiled two large language models (LLMs)—DeepSeek-R1 and DeepSeek-R1-zero. Unlike previous generations of AI models, DeepSeek’s breakthrough reduced the compute cost of AI inference by a factor of 10, allowing it to achieve OpenAI GPT-4.5-level performance while consuming only a fraction of the power.
The news upended future electricity demand assumptions, rattling both the energy and tech sectors. Investment markets reacted swiftly, driving down expectations—and share prices—for power generation, small modular reactor (SMR) developers, uranium suppliers, gas companies, and major tech firms.
Yet, amid the chaos, optimism abounded. Analysts pointed to Jevons paradox, the economic principle that efficiency gains can increase consumption, rather than reduce it. “Our model shows a ~90% drop in the unit cost of compute over a six-year period, and our recent survey of corporate AI adoption suggests increases in the magnitude of AI use cases,” said Morgan Stanley Research. The U.S. remains the dominant market for AI-driven data center expansion, with 40 GW of new projects under development, aligning with a projected 57 GW of AI-related compute demand by 2028. Already, that load is transforming the energy landscape. A recent POWER analysis shows that U.S. data center electricity consumption could reach between 214 TWh and 675 TWh annually by 2030, up from 176 TWh in 2023 (Figure 1 on original)………………………………
Emerging Business Challenges
Still, beyond regulations, the actual business of running co-located nuclear plants remains uncertain. While recent discussions highlight tech companies as potential investors in advanced nuclear facilities, data center sources confirmed most aren’t attracted to the prospect of owning and operating nuclear plants.
“Data center operators are not in the business of running power plants,” said Walsh. “They want reliability and cost certainty, but they don’t want to deal with regulatory oversight, fuel procurement, or reactor maintenance.”………………………
From an operational standpoint, co-located facilities can pose new risks, as Nina Sadighi, professional engineer and founder of Eradeh Power Consulting told POWER. “Who’s going to insure these plants?” she asked. “That’s a huge unknown. Right now, insurance providers are hesitant because of the regulatory and operational complexity. The traditional nuclear liability structures are built around large reactors with established operational histories, and when you introduce something novel like SMRs or microreactors, you’re dealing with a very different risk profile.”
Sadighi, though generally optimistic about nuclear’s suitability for data centers, also pointed to potential workforce-related challenges that hinge on timely deployment. “If we train nuclear workers now, but deployment gets delayed, those workers won’t wait around,” she said. “The nuclear workforce pipeline is not like a tech workforce, where people can pivot between roles quickly. These are specialized skills that require years of training, and if there’s uncertainty about job stability, we risk losing them to other industries entirely,” she said. Sadighi also raised concerns about the stringent operational protocols that add to labor inefficiencies.
Finally, while the data center industry isn’t solely bent on economics—and told POWER sustainability with a long-term vision is a bigger priority—scaling up will require significant investment. That has sparked all kinds of debate. Lux Research estimates first-of-a-kind (FOAK) SMRs could cost nearly three times more than natural gas ($331/MWh versus $124/MWh) and more than 10 times more when factoring in cost overruns and delays. The firm projects SMRs won’t be cost-competitive before 2035. “Cheap nuclear just isn’t in the cards in the next two decades,” it says.
The fundamental debate is rooted in several uncertainties—which is not uncommon for emerging sectors, experts also generally pointed out. “Tax credits—especially the clean electricity production tax credits and investment tax credits—will be vital to the commercial viability of these projects, especially considering the FOAK risk,” said Teplinsky. “DOE [U.S. Department of Energy] loan guarantees and direct financing from the Federal Financing Bank at low rates are also essential to companies’ ability to secure debt and reduce cost of capital. Grant funding to support commercial demonstrations and high-assay low-enriched uranium support are also key.” ………………..
https://www.powermag.com/the-smr-gamble-betting-on-nuclear-to-fuel-the-data-center-boom/
Russia agrees to help US in negotiations with Iran over nuclear program, Bloomberg reports
by Kateryna Hodunova andThe Kyiv Independent news desk, March 4, 2025
Moscow has pledged to help Washington in dealing with Iran over the Islamic Republic’s nuclear program and its support for regional anti-American proxies, Bloomberg reported on March 4, citing its undisclosed sources.
Since returning to the White House, Trump has been trying to restore relations with Russia, which were severed under the previous administration when the full-scale invasion of Ukraine began in February 2022.
Trump voiced his interest in negotiations with Iran to Putin during a phone call in February. A few days later, the U.S. and Russian delegations discussed this issue during talks in Riyadh, Saudi Arabia, Bloomberg reported……………………………… https://kyivindependent.com/russia-agrees-to-help-us-in-negotiations-with-iran-over-nuclear-program-bloomberg-reports/
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