Hyperscalers have contracted 9.8 GW of nuclear for AI. The NRC just cleared the first non-light-water reactor in 40 years. Here is what actually changed.
AI’s Nuclear Reckoning: Why Data Centers Are Buying Fission Now Read More »
OSHA Mechanical Integrity Enforcement Shift + Financial Cost Quantification OSHA’s mechanical integrity enforcement just tightened. 40% of all Process Safety Management (PSM) violations in 2026 audits are mechanical integrity (MI) related—overage inspections, missing thickness-measurement records, undocumented QA on pressure vessels. With the 2026 violation cap at $9,259 per violation, a single refinery audit can stack
OSHA Mechanical Integrity Enforcement Tightening Read More »
The U.S. removed 1.2 million bpd of refining capacity in 15 months. Why diesel and jet fuel are tightening into a structural shortage — and what it means.
The Distillate Squeeze: Refinery Closures and the Coming Diesel Shortage Read More »
The modular refinery market hit $2.4B. Nigeria has 25 licensed projects. The U.S. has closed 1.1M BPD of capacity since 2020 and built almost no modular replacements. The gap is a capital structure problem.
US refining capacity has fallen by 1 million BPD in 12 months while the Strait of Hormuz is under naval blockade. The oil price is noise. The capacity math is the signal.
The US Naval Blockade Changed the Headline. The Capacity Math Changed the Market. Read More »
DOE’s interim final rule on the Energy Dominance Financing Program added one word to Title XVII — refining. Why that re-prices every modular refinery feasibility model in the U.S.
The One Word DOE Just Added to Title XVII That Changes the Math for U.S. Refining Read More »
TerraPower’s NVIDIA-powered digital twin cuts site design from 18 months to 8 weeks — and DOE wants deployment schedules halved. The bottleneck is throughput.
Eighteen Months to Eight Weeks: AI Digital Twins Are Now Nuclear’s Throughput Play Read More »
The DOE must make 21 metric tons of HALEU available by June 30, 2026 — against barely a ton of domestic output. The constraint on advanced nuclear has moved to fuel.
21 Tons by June 30 — Why HALEU, Not Reactors, Is the Real Constraint Read More »
Antares’ Mark-0 went critical at Idaho National Lab on June 4 — the first privately built non-LWR critical in the US in 40+ years. The physics and the path.
