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“Clearly, the White House has bet on the wrong horse.”
The Trump administration has waged a multifront war on clean energy during the president's second term. But according to newly published government data, it hasn't worked.
Over the past 18 months, despite the administration’s best efforts, solar, wind, and battery storage added nearly 89 gigawatts of capacity—more than 30 times the growth of fossil fuels and nuclear power combined.
That is according to an analysis of new data from the US Energy Information Administration (EIA) released Monday by the nonprofit SUN DAY Campaign, which tracks federal renewable energy data.
From February 2025 through July 2026, utility solar capacity—large-scale projects that provide electricity to power grids—rose 33% over the previous year compared with the same time during 2025, while wind capacity rose 8%. The storage capacity for batteries, meanwhile, roughly doubled.
By contrast, US coal capacity dropped by 2.4%. Natural gas capacity rose by just 1.5%, while the capacity for fossil fuels and nuclear power combined rose by just 0.3%.
At the start of the second Trump administration, renewables accounted for a combined 22.3% share of US electrical generation. Eighteen months later, they now account for 29%.
“Over the last 18 months, the Trump administration has used every conceivable trick to delay, hinder, or cancel new clean energy projects,” said the SUN DAY Campaign’s executive director, Ken Bossong.
This has included an effective ban on wind development, a repeal of clean-energy tax credits in last year's Republican budget law, a rollback of electric vehicle subsidies, and the cancellation of solar grants, as well as a host of policies meant to ramp up the production of oil, coal, and gas.
The growth of solar and wind reflects an economic reality that Trump has struggled to reverse: Wind and solar are among the cheapest sources of new electricity in much of the country, according to data from the EIA, which expects solar to remain the fastest-growing US source of power generation through 2027.
"Clearly," Bossong said, "the White House has bet on the wrong horse.”
To pave the way for AI data centers, New England governors are aligning with Trump’s plans for nuclear. But why?
As you may have noticed, nuclear power is back. Many establishment Democrats have now not only abandoned bread-and-butter working-class issues, they’re also busy jettisoning some of the hard-won core principles of the environmental movement hammered out painstakingly over decades. Apparently, someone has waved a magic wand when we weren’t looking and nuclear power is now a “green” source of energy. Is that because if you become irradiated you start to turn green?
How did this happen? We can start by taking a look at what’s been happening in New England, especially Massachusetts, which offers a good case study. In that bluest of blue states, Gov. Maura Healey is eager to bring nuclear power back despite a 1982 voter referendum—now law—that prohibits it unless stringent safeguards are put in place and full statewide voter approval enacted. She’s not alone. In March 2026, a group of New England Governors—mostly Democrats—directed their state energy agencies to explore advanced nuclear energy technologies while also continuing to support the region’s existing nuclear resources.
The press release from Gov. Healey’s office described nuclear power as a “pillar of New England’s electric system.” The statement also eagerly encouraged the development of public-private partnerships. Unfortunately, this widely endorsed bipartisan concept has now become the working model for corporate exploitation of public resources and is a key latter-day building block of continuing deregulation. The press release gushed with enthusiasm for nuclear power, noting that “by ensuring both the continued operation of our existing nuclear fleet and setting our region on a path to explore next generation resources, including advanced nuclear energy technologies, the New England states will continue our leadership in grid modernization and energy innovation as we jointly work to meet the region’s current and future energy needs.”
It seems important to explore the convoluted corporate and political forces behind this troubling step backward in our nation’s environmental progress. It’s a bit startling to realize how well the New England governors' position aligns with President Donald Trump’s AI and energy policy. It also reveals a certain political and cultural amnesia about the very real risks of nuclear power. In trying to untangle this Gordian knot, we (surprise!) bump up against the usual suspect: Big Tech's aggressive and often hidden technocratic agenda and power grab across all levels of government.
In the long-form version (which I’ll just briefly touch upon here), the background traces back to the deal with the devil made by President Bill Clinton when he sold out the Democratic Party to neoliberal interests. That was the structural beginning of what some now call the uniparty—an unholy and often unspoken alliance between establishment Republicans and Democrats on key issues, operating as an inchoate blob of distinctions without a difference. It signifies core agreement between the two parties concerning three of the most important drivers of our current political morass: hyper-militarization; excessive deregulation leading to the current privatization spree that’s green-lit corporate greed and overreach; and letting the Big Tech genie out of the bottle to replace democracy with technocratic governance.
What’s happening with nuclear power in New England represents a good case study in how formerly staunch political values have been eroded through back-door workarounds (such as non-disclosure agreements) operating in the shadows of democracy. So, why then are Gov. Healey and other New England governors so comfortable with nuclear 2.0? Are they simply responding to pressures and influences from the Trump administration while also kowtowing to Big-Tech special interests and (needless to say) just following the money?
Nuclear energy is as dangerous as it always was—even more so now that Trump is peeling away traditional regulatory safeguards.
It’s no secret that Trump is solidly—one might even be tempted to say mindlessly—supporting the Big Tech power brokers racing to force-feed the American public AI data centers regardless of their well-known negative impacts on environmental integrity, water supplies, energy costs, and overall quality of life. But the hastily planned deployment of nuclear reactors to provide energy for AI data centers is an important key to Big Tech’s strategy. This is evident from Microsoft’s plan to use the Three-Mile Island nuclear facility for AI power generation.
In the March 2026 announcement, the New England governors were signaling their intent to fall into line with the Trump administration’s massive $17.5 billion fund to help utilities speed the nationwide construction of nuclear reactors to support AI data centers. They also signaled their intent to explore new approaches such as the emerging but unproven technology of SMRs or small modular reactors and nuclear fusion. Trump is, of course, doing this while actively discouraging viable green energy solutions such as wind farms, solar, and renewables. Projects already well underway have been abruptly cancelled, and he announced he would pay $765 million to Invenergy simply to not develop four wind farms in a number of states including Maine and New York.
Nuclear proponents are now using the “zero carbon” tagline to bamboozle the public into thinking that nuclear energy is now safe and “green.” With this clever inversion, they’re betting on large doses of cultural amnesia about disasters such as Fukushima (still ongoing), Chernobyl (still ongoing), and Three-Mile Island. They’re also conveniently sidestepping the fact that the nuclear waste problem persistently shows no easy resolution, although some in the industry are now claiming it can be recycled and repurposed.
Nuclear energy is as dangerous as it always was—even more so now that Trump is peeling away traditional regulatory safeguards. Environmental organizations such as the Sierra Club and Greenpeace oppose it vigorously. The Sierra Club website advises that it “opposes the licensing, construction, and operation of new nuclear reactors utilizing the fission process, pending resolution of the significant safety problems inherent in reactor operation, disposal of spent fuels, and possible diversion of nuclear materials capable of use in weapons manufacture.”
The fact that Gov. Healey and other New England governors have more or less fallen into line with both Trump and Big Tech’s AI plans is obviously troubling. As mentioned, equally troubling is how Healey attempted to subvert a 1982 voter referendum that placed significant restrictions on nuclear power in the state and is now on the books as law. Fortunately, the Massachusetts state senate stepped up to oppose Healey’s attempt to undemocratically bypass the referendum. And while to her credit, she did recently champion proactive legislation to curb the excesses of AI data center buildouts, reading the fine print reveals that the initiative subtly paves the way for many more nuclear facilities to be developed to support those data centers.
If there’s any good news in this grim scenario, it’s that citizens groups are pushing back not only on AI data centers but also on nuclear 2.0. These efforts include organizations such as The Commonwealth Coalition for Democracy and Safe Energy (CCDSE), a collaborative effort of more than 15 groups, including Mass. Power Forward, Sierra Club, Clamshell Alliance, Massachusetts Peace Action, Cape Downwinders, Save Our Bay Massachusetts, and Citizens Awareness Network. All of these organizations were united in opposition to nuclear and successfully lobbied in support of the Massachusetts Senate’s wise decision to favor democracy and safe energy over Big Tech cronyism.
The effort comes as senators also sound the alarm about a possible nuclear energy agreement and the administration continues to greenlight arms sales to the kingdom.
A trio of progressive US senators this week introduced legislation to block a $5 billion conventional weapons sale to Saudi Arabia while also pushing for the release of more details about President Donald Trump's proposed nuclear cooperation agreement with the Middle Eastern kingdom.
"The United States must not send thousands of conventional weapons to Saudi Arabia or allow it to develop a nuclear program," said Sen. Ed Markey (D-Mass.) in a Thursday statement—a day after he partnered with Sens. Jeff Merkley (D-Ore.) and Bernie Sanders (I-Vt.) to introduce the joint resolution of disapproval, which was referred to the Senate Foreign Relations Committee.
"I am deeply concerned by the kingdom's human rights abuses, the security of the region as the war in Iran rages on, and the proxy war that is escalating between Iran and Saudi Arabia in Yemen," Markey explained. "Further escalation in the Saudi-Iran proxy war will worsen an already dire humanitarian catastrophe in Yemen and risks setting off a nuclear arms race between Iran and Saudi Arabia."
The resolution targets a sale approved by the US State Department on September 4 that includes over 10,000 joint direct attack munition (JDAM) guidance kits. As Breaking Defense detailed, "The prospective transaction includes a similar number of dumb bombs—split almost evenly between 500 lb. and 2,000 lb. munitions—which, when equipped with a JDAM, can be used as a precision weapon."
The bill does not apply to the other possible sale to Saudi Arabia endorsed by the department that same day—$750 million for AGT-1500 engines and related equipment—or the $24.3 billion deal for F-35 Lightning II fighter jets, which the Trump administration greenlit Thursday, after the resolution was introduced.
The latest approval "comes nearly two months after Saudi Defense Minister Khalid bin Salman traveled to Washington to lobby senior Trump administration officials on the sale, with Riyadh hoping to advance the deal ahead of the midterms," Semafor noted. The upcoming US elections could lead to Trump's Republican Party losing control of Congress.
The warplanes sale could also face pushback from Congress. According to Politico, Rep. Raja Krishnamoorthi (D-Ill.), who sits on the House Intelligence Committee, warned that "it could put the crown jewels of American military technology within reach of the Chinese Communist Party."
US approves $24.3 billion sale of 48 F-35 stealth warplanes to Saudi Arabia.US intelligence analysts have raised the possibility that China could acquire F-35 technology through its partnerships with Saudi. Israel had been the only country in the Middle East to operate the jetsu.afp.com/SjRn
[image or embed]
— AFP News Agency (@en.afp.com) September 17, 2026 at 9:41 PM
In addition to unveiling their resolution about the JDAMs and bombs on Wednesday, Markey and Merkley, co-chairs of the bicameral Nuclear Weapons and Arms Control Working Group, led a bipartisan group of senators—including Sanders—in urging a pair of Trump Cabinet members to declassify two side letters associated with the administration's proposed nuclear deal.
The administration submitted the pending 30-year agreement—which would allow US companies to share nuclear power technology with the kingdom—to Congress after it was signed by US Energy Secretary Chris Wright and Saudi Energy Minister Prince Abdulaziz bin Salman in July.
Under Section 123 of the Atomic Energy Act, Congress has 90 days of continuous session to review the deal and either move to block it or let it take effect. The senators' new letter to Wright and Secretary of State Marco Rubio notes that "in previous 123 agreements, the executive branch publicly released the agreement along with side letters and related documents."
"Access to the full text is required for the Senate and the public to have a clear understanding of the commitments being made on the nation's behalf and those being made by Saudi Arabia to the United States," the senators argued. "Their public release would also allow civil society, independent experts, and other affected stakeholders to scrutinize the deal."
"Transparency and open debate are cornerstones of our democracy," they emphasized. "Congress and the American public must have a meaningful opportunity to review and debate the key components of the US-Saudi nuclear deal before it potentially enters into force. To that end, we call on you to declassify and release the two side letters without delay."
"This is not diplomacy; this is corruption at the expense of US national security."
US President Donald Trump on Monday sent his proposed nuclear agreement with Saudi Arabia to Congress, and a leading Senate Democrat responded on Wednesday with a call for his colleagues to "block this dangerous deal."
That call came from Sen. Ed Markey (D-Mass.), co-chair of the bicameral Nuclear Weapons and Arms Control Working Group.
The 30-year deal was reached in July. It would allow US companies to share nuclear energy technology with Saudi Arabia, without safeguards to ensure that the Middle East kingdom would not use the materials to build nuclear weapons.
Following the White House submission to Congress, first reported by The Wall Street Journal, lawmakers have 90 days of continuous session to review the pact—as required by Section 123 of the Atomic Energy Act—and either object or let it take effect.
Since US Energy Secretary Chris Wright and Saudi Energy Minister Prince Abdulaziz bin Salman signed the deal in July, nonproliferation experts have expressed concerns. Kelsey Davenport from the Arms Control Association said at the time that the "inadequate" deal "sets a terrible precedent" because it "goes against long-standing bipartisan support for negotiating nuclear cooperation agreements that prohibit enrichment and reprocessing," and "Congress should vote to disapprove it."
Markey echoed expert concerns on Wednesday. He said that "as a US senator, Marco Rubio once understood that handing Saudi Arabia the technology to produce nuclear weapons was a terrible idea. But now, as secretary of state, Rubio is doing exactly that, and he and Trump are pursuing the most reckless nuclear deal in US history."
"This giveaway to Saudi Arabia is the starting gun for a Middle East nuclear arms race," he argued. "Congress must reject it."
Markey also said that "if the Trump administration wants to stop a Saudi bomb, it should require the nonproliferation gold standard, which would ban enrichment and reprocessing and require International Atomic Energy Agency additional protocol safeguards in Saudi Arabia. If Riyadh did not want a bomb, it would accept the gold standard. But the opposite is happening."
"Why? Maybe we should ask Saudi ruler Mohammed bin Salman, who has said repeatedly that he wants a nuclear bomb," the senator suggested, before taking aim at the president's son-in-law. "Or maybe we should ask Jared Kushner, who accepted a $2 billion investment from a Saudi sovereign wealth fund after leaving the White House at the end of the first Trump administration."
"This is not diplomacy; this is corruption at the expense of US national security," Markey concluded. "Congress must stop this dangerous agreement before it triggers a new nuclear arms race in the Middle East."
Even if the Republican-controlled Congress doesn't heed warnings from Markey and nonproliferation experts and block the deal, Trump may ultimately do so himself.
Administration officials have confirmed to journalists this week that the president will only let the pact move forward if Saudi Arabia agrees to a condition he imposed only after negotiations: joining the Abraham Accords, an initiative from Trump's first term that led to various countries normalizing diplomatic relations with Israel.
As CNN reported Wednesday:
Wright, speaking at a Wednesday press conference with the head of the International Atomic Energy Agency, said that the nuclear agreement and Abraham Accords negotiations "will be worked in parallel."
A Saudi official responded to a CNN query saying, "Saudi-US relations are ever-evolving and have continued to broaden and to deepen over the years."
"Saudi Arabia is looking forward to working closely with the US administration and Congress on ways to strengthen our partnership," the official added.
Congressional consideration of the agreement comes amid an illegal US-Israeli war on Iran. Trump continues to claim the military campaign is aimed at stopping the Iranian government from building nuclear arms—even though he tore up the Obama administration's related agreement during his first term, and the American intelligence community concluded before the current conflict that Tehran wasn't pursuing such weapons.
Last week, former Republican Georgia Congresswoman Marjorie Taylor Greene claimed that members of Trump's administration "are discussing using nuclear weapons on Iran in strategy meetings." In response, Jamal Abdi, president of the National Iranian American Council, said that "we must shut the Pandora’s box of the Iran War before more horrors are unleashed—including the possible use of nuclear weapons. The longer this catastrophic war of choice continues, the more horrors we risk unleashing that many of us would have previously found unthinkable."
In addition to the United States and Israel, the countries known to have nuclear weapons are China, France, India, North Korea, Pakistan, Russia, and the United Kingdom. According to the Stockholm International Peace Research Institute, as of January, the estimated global inventory of warheads is 12,187—about 9,745 of which are in military stockpiles for potential use.
Trump's comments served as an admission, said one observer, that "the uranium was a false justification for war."
President Donald Trump and his top advisers have spent months insisting that extracting and confiscating highly enriched uranium from Iran was the top objective of the unprovoked war he and Israeli Prime Minister Benjamin Netanyahu began in February—but on Tuesday at the Group of Seven summit in France, he shrugged off the need to rapidly obtain the nuclear reactor component.
There is "no rush" to retrieve uranium from nuclear sites the US bombed in June 2025, Trump said, adding that taking the highly enriched uranium is something the US wants "psychologically," but not enough to prioritize extracting it right away.
One could make the argument, he said, that it wasn't worth the effort to take the material at all.
"Frankly, to go get it—we're going to go get it—but to go get it is a big deal, because they say only China and us have the equipment," said the president. "You could make the case, 'Why do you even bother?' because it's not very valuable, you know. It's probably half a million dollars worth, it's not very valuable stuff."
Trump is backing away from getting Iran's enriched material: "You could make the case, why even bother? It's not very valuable stuff." pic.twitter.com/CgNgnZCaMQ
— Aaron Rupar (@atrupar) June 16, 2026
Trump's comments came a day after he and the Iranian government announced they had reached a memorandum of understanding (MOU) to end the war. The president told The New York Times that the agreement includes a requirement that Iran will be limited to enriching uranium only to levels that "could never be used by the military."
White House officials, though, told The Washington Post that details of Iran's nuclear program will be subject to negotiations over the next two months. The question of whether talks on the nuclear program could be held separately, after a deal to end the war was reached, had been a major sticking point for the US leading up to the MOU.
Trump brushed off suggestions that the deal to end the war, in which Iran demonstrated its economic might by effectively closing the Strait of Hormuz and sending energy prices skyrocketing—obtained no guarantees on Iran's nuclear program that hadn't already been secured in 2015 in the Joint Comprehensive Plan of Action, which was brokered by the Obama administration and which limited Iran's nuclear program in exchange for sanctions relief. Trump exited the JCPOA during his first term.
Iran will only be able to enrich uranium “for nonmilitary purposes. Forever," said Trump on Monday.
On Fox News on Monday, former National Security Council chief of staff Alex Gray insisted the president had secured a deal that, for the first time, would stop Iran from developing a nuclear weapon. Before the US and Israel began attacking Iran in February, the Middle Eastern country maintained that its nuclear power program was not for military purposes.
While Trump's supporters insisted the war and the MOU had made clear Trump had drawn a hard line on Iran's nuclear capacity, his comments on Tuesday were taken by foreign policy analyst Logan McMillen as an admission that "the uranium was a false justification for war."
"The real purpose was to punish Iran for the crime of being an independent economic power that refused to participate in America’s petro economy," said McMillen.
At CNN, Aaron Blake noted that Trump has spent weeks sending inconsistent messages about his demand that Iran end its nuclear program.
Late last month, the president said on social media that Iran's uranium "will be unearthed by the United States... in close coordination and conjunction with the Islamic Republic of Iran, plus the International Atomic Energy Agency, and DESTROYED.”
But in April, Trump told Reuters that US strikes last year had left Iran's uranium "so far underground, I don’t care about that."
Two weeks later, he again said that the US had "to take that nuclear dust," before telling Fox News last month that destroying the uranium was not "necessary except from a public relations standpoint."
"Only Trump’s get-rich-quick bros would come up with this corrupt and moronic scheme," wrote Democratic Sen. Ed Markey.
A prominent US senator on Tuesday implored President Donald Trump to cancel his administration's plan to give private companies enough plutonium to build around 2,000 nuclear bombs, warning the move raises "serious weapons proliferation concerns" along with potentially massive safety issues and conflicts of interest.
"If implemented, this would be the first time the US government has made weapons-grade plutonium available to private companies," Sen. Ed Markey (D-Mass.) wrote in a letter to Trump. "I urge you to cancel this misguided scheme."
The New York Times reported last week that the US Department of Energy currently has "more than 50 tons of surplus plutonium left over from nuclear weapons programs, and the agency had previously been planning to dilute much of that material and bury it."
But last May, Trump signed an executive order halting the dilution program and instructing his energy secretary to "establish a program to dispose of surplus plutonium by processing and making it available to industry in a form that can be utilized for the fabrication of fuel for advanced nuclear technologies."
Last Tuesday, the Energy Department said it has entered into "advanced negotiations" with five nuclear energy companies—Oklo, Flibe Energy, Exodys Energy, Shine Technologies, and Standard Nuclear—to potentially distribute the Cold War-era plutonium.
Markey noted in his letter that Energy Secretary Chris Wright previously served on the board of Oklo, a California-based nuclear technology company whose stock price jumped in response to the department's announcement.
"I am concerned that your administration is moving forward with plans to give plutonium to Oklo not because this makes
sense for the United States, but because Oklo stands to benefit financially and Secretary Wright is acting in his former company's interest. Secretary Wright's close ties to the company present an appearance of impropriety."
The senator also expressed opposition to the plan on its merits, warning that "the transfer of weapons-usable plutonium to private industry would increase the risk of nuclear weapons proliferation, including to rogue states or terrorists."
"Your plan—which would provide US companies with plutonium from US military stocks and subsidize them both to reprocess plutonium domestically and export reprocessing technology—would reverse our successful nonproliferation policy," Markey wrote. "The United States cannot effectively discourage other countries from using plutonium for civil purposes if we use it ourselves."
Trump wants to give 2,000 nuclear bombs worth of weapons-ready plutonium to private companies including Oklo, where Energy Secretary Wright served on the board. This is a clear conflict of interest and dangerous for our security. Trump must cancel this plan now. pic.twitter.com/rIZnLSpZJe
— Ed Markey (@SenMarkey) June 2, 2026
Nuclear experts have raised similar concerns about the Trump administration's plan to transfer weapons-grade plutonium into the hands of private, for-profit corporations.
"Plutonium-based fuels and reprocessing have a poor track record when introduced in civilian nuclear energy programs," Ernest Moniz, a nuclear physicist who headed the Energy Department during the Obama administration, wrote last year, warning that transfer schemes such as the one put forth by Trump would "produce new radioactive waste streams that must be managed" and "elevate the risk of a safety or security incident at a nuclear facility."
In a social media post last week, Markey condemned the Trump administration's plan in scathing terms, writing that "using plutonium for nuclear power is stupid and dangerous."
"This material is used in nukes, and it’s too unsafe for widespread commercial use. Do we want Iran using plutonium in its reactor? No," Markey wrote. "Only Trump’s get-rich-quick bros would come up with this corrupt and moronic scheme."
The big question is, can SMRs deliver on their promises to overcome the historic drawbacks of conventional nuclear power? The answer is no.
The nuclear power industry is currently promoting designs for small modular reactors, or SMRs, that will supposedly be cheaper, safer, and faster to build than older nuclear power plants. Bill Gates and Amazon are investing in the technology. Moreover, some environmentalists, including Mark Lynas and Bill McKibben, support SMRs in the hope that they can lower carbon emissions. And, according to polls, far more Americans now approve of the development of nuclear energy than was the case just a decade or two ago.
This year, the world has been plunged into a global energy crisis: With the closure of the Strait of Hormuz, nearly a fifth of world oil shipments have been held up, with economic impacts likely to reverberate for months or years. World leaders are suddenly desperate for energy alternatives, and are turning to solar, coal, and nuclear. At the same time, electricity demand for data centers is exploding, and builders of those centers hope to use SMRs to power artificial intelligence (AI).
In short, it looks like a great moment for the nuclear industry.
Yet Indigenous peoples, technology critics, and old-school environmentalists still oppose nukes—even in new, highly touted forms. I agree with their critiques. In this article, we’ll look at the current nuclear revival and see why it may end up being a zombie attack.
Before looking at SMRs specifically, it’s helpful to understand the status of the nuclear industry in more general terms. The industry’s potential resurgence comes after three decades in the doldrums following the Chernobyl catastrophe in 1986. Today, roughly 440 nuclear power plants, spread across 30 countries and with a combined net capacity of around 400 gigawatts (GW), provide about 10% of the world’s electricity.
If you think, as I do, that the global polycrisis is an inevitable outgrowth of industrialism and its consequences (resource depletion, pollution, and overpopulation), then you’re likely to view SMRs as a pointless and dangerous waste of resources.
The US, which has the largest number of plants of any country (96), is seeing a slow phaseout of old reactors (average age 44 years), but has commissioned three new ones during the last decade. China is now operating 60 reactors, with up to 40 others under construction. India is likewise hoping to grow its nuclear industry rapidly and is experimenting with fast breeder reactors. Globally, the International Energy Agency forecasts total nuclear power capacity to grow to over 700 GW by 2050, and small modular reactors are expected to make up a significant share of this growth. A year ago, the Trump administration unveiled an ambitious nuclear strategy that includes a goal to quadruple the United States’ nuclear capacity by 2050, with SMRs playing a key role.
The principal drivers of renewed interest in nuclear power are climate change (globally), the Trump administration (in the US), tech companies’ voracious demand for electricity, and Asian nations’ hunger for more industrial power. Most nations want to limit their carbon emissions, and the main low-carbon alternatives to fossil fuels are solar, wind, hydro, and nuclear. Solar and wind are intermittent (“variable”) sources, requiring energy storage to align electricity supply with demand. Hydro has limited potential for growth. That leaves nuclear power, which has the advantage of being reliable and steady, and has possibilities for expansion.
If it’s helpful to understand why the industry is growing again, it’s just as important to know the reasons for its long period of dormancy:
If the nuclear industry can overcome its historic obstacles, a door is open. According to the industry, small modular reactors are the main way forward.
The main arguments for SMRs are that they would be cheaper and faster to build than conventional power plants; that they would be safer; and, being smaller, that they could be installed to power remote towns or data centers. The idea is to build components in a centralized factory and then assemble those components at power generation sites.
“Small” is defined as 300 megawatts of electrical power or less. While most existing nuclear plants are in the one-gigawatt (1,000 MW) range, some proposed SMRs are 20 megawatts or less; these are called “micro” reactors.
For the most part, SMRs are still at the design stage. China has one SMR under construction. In the United States, TerraPower, founded by Microsoft’s Bill Gates, has received a permit to build a 345-megawatt (not exactly “small,” but close) sodium-cooled reactor in Kemmerer, Wyoming.
Clearly it is possible to get funding and approval for these new-generation power plants. The big question is, can SMRs deliver on their promises to overcome the historic drawbacks of conventional nuclear power?
The biggest remaining advantages of SMRs are the speed with which they could be deployed once the manufacturing infrastructure is in place, and the prospect of providing non-grid-tied dedicated power sources for data centers.
When confronted with the limits of one technology, nuclear advocates often shift the conversation to another. However, close examination usually shows that each technological “solution” has its own problems:
Currently, there is little real-world data regarding these “new” nuclear technologies, even though all have been discussed or experimented with for decades. The nuclear industry hasn’t actually solved its many dilemmas, and the current nuclear renaissance isn’t being driven by novel solutions so much as by the rapid worsening of society’s energy-related problems, primarily climate change: World leaders are now so desperate for reliable low-carbon energy sources that they are willing to overlook substantial risks, if only the nuclear industry will put a shiny gloss on its latest iteration of products. And leaders of the tech industry, keenly aware of the soaring electricity demand from AI, are even more desperate for ways to power the exponential growth of their companies without risking a backlash from the rest of society, which may suffer from higher electricity prices or shortages.
Nuclear power is a product of high-tech modern industrialism. The proponents of nuclear power assume—and nuclear reactors rely on—global supply chains, uninterrupted grid power, reliable water resources, and functioning political systems. The future that’s unfolding around us is a polycrisis in which supply chains, grid power, water, weather, and politics-as-usual are all threatened. In these unfolding circumstances, the only solutions that make sense are ones that are small-scale, local, low-risk, and nature based.
What to do about carbon emissions? Yes, we need to replace fossil fuels with low-carbon energy sources—but these should be as low-tech as possible, and we should aim to reduce overall energy usage.
What to do about AI data centers? That’s easy: Don’t build them. We are rushing headlong into an AI-managed future without an adequate understanding of what AI is, does, or is likely to do in the future. Besides, AI appears to be perhaps the biggest investment bubble in history.
Most political and economic leaders have taken the attitude that we must go to any possible lengths to save industrial modernity. But industrial modernity is the essence of our problem: It is a crisis-generating machine—and one that, prior to its inevitable self-destruction, is creating enormous wealth for a small minority of people, while entrapping everyone else in dreary systems of employment, payment, debt, dependency, and distraction that leave little time for reflection on the futility of it all.
Moreover, SMRs will do nothing to solve our immediate global energy crisis. The oil shortages that are already sweeping over the world in the wake of the US-Iran war cannot, in most cases, be offset with electricity—at least not right away. While electrification is a good interim energy strategy for gradually winding down modernity with minimal casualties, it’s one that will take time, and some things will be hard or impossible to meaningfully electrify—including heavy manufacturing and air travel. Meanwhile, the world needs gasoline, diesel, and jet fuel now; SMRs will take decades to deploy.
The opinion you hold about SMRs will have a lot to do with your general attitude toward technology. If you think humanity’s fate and future rest with high tech (including AI and advanced rockets to enable colonization of other planets), then you’re almost guaranteed to believe that SMRs will help us get there. But if you think, as I do, that the global polycrisis is an inevitable outgrowth of industrialism and its consequences (resource depletion, pollution, and overpopulation), then you’re likely to view SMRs as a pointless and dangerous waste of resources.
Once we see why industrial modernity is unsustainable, the most important question becomes: What is a viable exit strategy? On our way out the door of modernity and back toward simplicity, we need to minimize the creation of new problems and relearn nature’s elegant solutions. When our priorities are thus reoriented, nuclear power makes no sense.
"In its eagerness to short-circuit reactor safeguards, the Trump administration is once again doing what it does best—demonstrating a complete disregard for the law," said the head of Beyond Nuclear.
A coalition of advocacy groups on Monday took aim at President Donald Trump's nuclear power plans, including a recently proposed rule that would allow developers using federally approved reactor designs to bypass required safety reviews, which the organizations called "ill-advised and contrary to law."
"In its eagerness to short-circuit reactor safeguards, the Trump administration is once again doing what it does best—demonstrating a complete disregard for the law," said Linda Pentz Gunter, executive director of Beyond Nuclear, in a statement.
"But nuclear technology is too inherently dangerous to operate as an outlaw," she stressed. "Ignoring those dangers will put millions of Americans at risk of another catastrophic nuclear accident."
Beyond Nuclear and the Nuclear Information and Resource Service (NIRS) have submitted multiple formal comments to the administration, on behalf of overlapping coalitions, blasting its ongoing nuclear policymaking, which has been guided by a series of executive orders signed by the president last May.
The first coalition comments focus on the US Department of Energy allowing firms that build experimental nuclear reactors to seek exemptions from legally required environmental reviews. That filing was submitted in early March, a month after DOE announced the "categorical exclusion for authorization, siting, construction, operation, reauthorization, and decommissioning of advanced nuclear reactors for inclusion in its National Environmental Policy Act (NEPA) implementing procedures."
Then, the Nuclear Regulatory Commission last month unveiled a proposed rule to expedite NRC reviews of commercial nuclear power plant applications involving reactor designs already approved by DOE or the Department of Defense (DOD)—which Trump has dubbed the Department of War. That prompted more comments from Beyond Nuclear, NIRS, and allied groups last week.
"Along with the DOE's environmental 'free pass' policy, the whole 'expedited licensing' regime the administration is attempting to set up appears to be illegal," NIRS executive director Tim Judson, who co-authored the recent comments to the NRC, said Monday.
"The White House is trying to create a 'regulatory tunnel' around NRC's safety regulations," he warned. "That would mean DOE's biases and obviously false assumptions about the safety of nuclear power plants become the new normal, exposing the public to unacceptable dangers to our health and safety."
"And while the law allows the DOD to build its own nuclear reactors," Judson added, "it does not allow the NRC to skip safety reviews for civilian nuclear plants just because they use the same designs. The military routinely exposes its personnel to dangers that civilians are supposed to be protected from."
The coalition's latest filing details how the administration's actions are "inconsistent" with the Administrative Procedure Act, Atomic Energy Act, Energy Reorganization Act, and NEPA, "as well as the constitutional requirement for due process in a democratic society." It also emphasizes that nothing in Trump's orders "can excuse" the alleged legal violations.
"Fifty years ago, the Atomic Energy Commission was abolished because they became too much of a promoter and lost the confidence of Congress and the public over safety," Paul Gunter, director of the reactor oversight project at Beyond Nuclear, explained Monday.
"The NRC was established to provide a regulator that prioritizes safety and is obligated not to take shortcuts for a production agenda," he continued. "Instead, half a century later, we are on the same dangerous collision course, casting aside the NRC in favor of the DOE, which doesn't have the experience or the staff to get the industry in line with safety and security. This capitulation to the Trump agenda could lead to the NRC being abolished altogether, because nobody will have confidence in them."
"Nuclear power stations have inherent risks," said an official at Greenpeace Ukraine. "In a world at war, with massive geopolitical tension and climate extremes, those risks are increasing."
The continuing conflict between Russia and Ukraine is once again raising concerns about a nucelar disaster in the region on the 40th anniversary of the catastrophic accident at the Chernobyl power plant.
Reuters reported on Monday that a Ukrainian drone the struck a transport department at the Zaporizhzhia Nuclear Power Plant, which has been under Russian control since March 2022, shortly after its armed forces invaded Ukraine.
The Russian government said that an employee at the Zaporizhzhia plant was killed in the attack, and International Atomic Energy Agency Director General Rafael Mariano Grossi reiterated in a social media post that "strikes on or near [nuclear power plants] can endanger nuclear safety and must not take place."
Russia has also engaged in dangerous attacks around nuclear power infrastructure over the last four years, and a report released this month by Greenpeace Ukraine found that the New Safe Confinement (NSC) at Chernobyl, which contains the ruins of the plant's reactor unit 4, was significantly compromised after being struck by a high-explosive warhead from a Russian drone last year.
"The Russian drone strike... destroyed the main functions of the [NSC]," the report states. "The impact of the drone on the northwest side of the NSC caused an opening... which penetrated both the outside and inside arch shells. Critical structural elements of the NSC have been deformed and damaged including the Main Crane System, making their load-bearing capability impossible to assess."
The drone strike also burned the membrane layer inside the NSC, which has taken out the ability to control humidity at the site and could lead to accelerated corrosion of the NSC's steel components.
"The NSC was designed to last 100 years on the basis that its low humidity control was maintained," notes the report. "Accelerated corrosion may reduce the 100-year design life of the structure if humidity control is not restored by 2030."
Greenpeace Ukraine nuclear expert Shaun Burnie described the damage done to the NSC as "a Russian-made war crime," and lamented it will mean "years of repairs and further delays before the sarcophagus can be safely dismantled."
Polina Kolodiazhna, senior campaigner from Greenpeace Ukraine, said on Sunday that Russia's invasion of Ukraine had added new urgency for her country to end its dependence on nuclear power given the massive environmental and human risks.
"Nuclear power stations have inherent risks, and those risks are escalating," Kolodiazhna said. "Russia, for the first time in the history of warfare, has systematically attacked and occupied nuclear plants, showing how they can be used as military and political tools. In a world at war, with massive geopolitical tension and climate extremes, those risks are increasing."
We are building a new and sustainable economy on our terms. This is what Dow wants to take away from us; I refuse.
I’m a 77-year-old shrimper from the Texas Gulf Coast, and the AI revolution has reached my town. Early this year, Dow Chemical announced global cuts to 4,500 jobs as it moves toward artificial intelligence. News of the layoffs tore through our rural community of Seadrift–where some of the thousand people work at the local Dow facility–with the devastation of a hurricane. Replacing workers with robots might be Dow’s latest blow, but this toxic industry has wronged my hometown of Seadrift for 70 years.
I recently completed a 30-day hunger strike on the public property (ditch) outside of Dow Chemical, during which time the sheriff actually arrested me while I was attempting to deliver my letter of demands to a company representative here in my hometown.
For decades, Dow has illegally dumped plastic and chemical waste into the local bays and waterways, which have sustained this fishing community for more than 170 years. Now, the company wants government approval for a new permit that would legalize plastic pollution at the Seadrift plant, and allow the construction of experimental nuclear reactors to power it.
As a native Seadrifter, I say: No.
Industry promised us prosperity, but we lost our economy and our heritage.
Dow is planning massive job cuts right now, despite collecting $177 million in bank finance since 2019—which is more funding than any other petrochemical company currently expanding in the US, according to a new report, "Toxic Finance."
What lasting good have these toxic pollution factories ever done for this community?
My family made a living on the water for four generations, and I’ve been a shrimper all my life. I remember when Union Carbide (now Dow) and Formosa Plastics came to our communities with glossy pamphlets and slick presentations. Our elected officials made a devil’s bargain, and “a little pollution” turned into billions of plastic pellets and tons of chemicals in our water.
When the local bays got sick, the communities started dying with it. First, as in Formosa Plastic’s case, industry bought out the ranchers; then an elementary school; and finally, through a class action suit, bought out citizens and now own their homes. Local businesses have been boarded up throughout the county. As a young woman, I worked at Froggy’s fish house; now, it’s a concrete slab. Four more were bulldozed. A hundred boats used to launch from our docks at the start of shrimp season; today, we’re lucky if we have five. Industry promised us prosperity, but we lost our economy and our heritage. As the old saying goes, our downtown died by a thousand cuts.
I always knew it was a raw deal, but at least some of us got steady jobs… at least for a little while. Now, Dow can’t even deliver on that meager promise. Instead, Dow joins the likes of Amazon, UPS, and dozens of other multinational corporations looking to replace American workers with artificial intelligence.
Nobody from Dow has even responded to me after 30 days of fasting and living in a tent outside of their facility, despite acknowledging receipt of my demand letter to Dow's CEO. To be clear, I will not rest until this company:
On a bright note, the Texas Commission on Environmental Quality (TCEQ) has confirmed that a public meeting about Dow’s proposed changes to the water discharge permit will be held at some unspecified time in the future… and so, the fight continues!
Believe me, dear folks, people still have power. I sued Formosa Plastics and won the largest citizen lawsuit settlement under the Clean Water Act in US history—$50 million plus additional fines because the company can’t stop polluting the bay—all of which has gone into a public trust designed to restore the fishing communities, the bays, and the local environment.
Our trust funded a cooperative of 250 fisherfolk working together to revitalize our seafood industry, which now has its own office, a processing plant, and a 60-acre oyster farm that will grow to become the largest in the Gulf. We are building a new and sustainable economy on our terms.
This is what Dow wants to take away from us. I refuse.
Will you join me in fighting back against corporate greed?