Two private fusion machines crossed milestones this quarter that ITER won’t reach until 2039. Q>1 is no longer a physics question — it’s a schedule question.
Field-reversed configuration could skip the steam cycle entirely. Inside Helion Polaris and direct energy conversion.
HALEU is the load-bearing constraint under America’s next-generation reactor program. The US makes under 1 tonne a year and needs 40.
On May 18 the NRC cleared X-energy’s Dow Seadrift HTGR ahead of schedule. The point is not the megawatts. It is the 750-degree steam.
Seadrift Is the Test: When Nuclear Stops Selling Electrons and Starts Selling Steam Read More »
The NRC just gave Kairos 28 more months on Hermes 1. Eight days earlier, Kairos broke ground on Hermes 2. Here’s why both happened — and what it means for AI.
Kairos Hermes 1 Slipped to 2029. Hermes 2 Just Broke Ground. Both Are the Right Answer. Read More »
Commonwealth Fusion Systems lowered the second half of the SPARC vacuum vessel in May 2026. The path to Q greater than 1 is now a hardware question.
SPARC Just Hit 75% Complete. Now the Hyperscalers Are Watching. Read More »
Kemmerer Unit 1 is the first U.S. utility-scale advanced reactor under construction. It’s a sodium-cooled fast reactor with a built-in 300 MWh molten-salt battery.
The Sodium Fast Reactor With a 300 MWh Battery Just Broke Ground in Wyoming Read More »
The U.S. refining configuration is built for gasoline. The market wants distillate. Here is what a 10,000-bpd modular, distillate-first refinery looks like — and why the build window is open.
The Micro-Refinery Renaissance: Why Distillate-First Will Win the 2030s Energy Mix Read More »
Most of the conversation about AI in the energy sector right now is happening at the wrong altitude. The press wants to talk about demand forecasting and grid optimization. The industry wants to talk about chatbots in the control room. The actual leverage is somewhere else entirely: it is in the digital substrate underneath a
The AI-Native Refinery: Why Day One Is the Cheapest It Will Ever Be Read More »
