Keeling Capital’s Post

This one is definitely swinging for the fences, but still might be my favourite of our 30 or so indirect portfolio companies. Bottomless energy demand from hyperscalers has made this glaring obvious recently, but it was always the case that ultimately we need more energy over time, not less; both as we continue to innovate new ways to use it, not to mention bringing a few billion people up to the currently living standards we enjoy in rich countries. For sure there is a lot that can be done with solar + storage over time, but we are absolutely going to need a lot more on top. If someone could crack construction costs on nuclear, it would be transformative to decarbonisation and long-term energy abundance. Blue Energy - we are rooting for you!

By harnessing the potential of advanced nuclear energy, our state will not only secure its energy future but also cement our role as the world’s global energy superpower. https://lnkd.in/djuSxgrU

Google ordering multiple Small Modular Reactors could be a spring-board to accelerate development in maritime applications and bring potential commercial deployment earlier to make an impact on 2050 net-zero targets… #maritime #decarbonization #shipping #nuclear #sustainability

The Permian Basin still has large power requirements. Terrestrial Energy's IMSR is well-positioned to deliver remote, high-temperature thermal and electric power to the Basin. Nuclear in a Box: Mobile Nuclear Reactors May Answer Permian’s Power Ask https://lnkd.in/gvKjir42 via Hart Energy #PermianBasin #HighTempNuclear #LowCostNuclear

In discussions about nuclear power plants, stakeholders are mostly concerned about safety, security, and land requirements. It's promising to see that small modular reactors (SMRs) offer a solution to these issues. SMRs are more cost-effective, scalable, and safe compared to traditional power plants, addressing many of the common challenges associated with nuclear energy production. Embracing this technology represents a significant advancement in the nuclear field. 👇 https://lnkd.in/dniHcPtA

As the digital economy accelerates with advancements in electrification and AI, the demand for reliable, sustainable energy has never been greater. Nuclear energy is stepping up to meet this challenge, as highlighted by Kairos Power’s recent milestone. Kairos Power’s Hermes 2 test facility in Tennessee has received federal approval to begin construction on two groundbreaking nuclear test reactors. These reactors, utilizing non-light water (non-water-cooled) technology, mark the first of their kind to receive a construction permit and are poised to generate electricity efficiently and innovatively. This achievement builds on momentum from Google's recent commitment to procure 500 megawatts of nuclear power from Kairos Power over the next decade. It’s a testament to the growing recognition of nuclear energy's role in enabling a carbon-free future while meeting the soaring power demands of AI and electrification. The nuclear power industry is truly experiencing a renaissance, and innovations like these are shaping a cleaner, more resilient energy landscape. What are your thoughts on the role of nuclear energy in the evolving energy mix? #energy #nuclear

Amazon signs agreements for innovative nuclear energy projects to address growing energy demands Nuclear power is one part of that mix—it can be brought online at scale, and has a decades-long record of providing a reliable source of safe carbon-free energy for communities around the world

The demand for offshore wind farms will decrease once mass-produced micro nuclear reactors, capable of recycling nuclear waste, become available. These reactors will be faster, cleaner, and cheaper to deploy and operate. The first models are expected to emerge before 2030.

The United States will have to see a radical repositioning and revitalization of the nuclear power sector if it is to meet its own global pledges, which includes a commitment to triple nuclear power production by 2050.

As global energy demands soar and the urgency to combat climate change intensifies, Amazon is making a significant investment in nuclear energy to power its operations and support the transition to a carbon-free future. The tech giant is leveraging cutting-edge innovations like small modular reactors (SMRs), partnering with energy utilities, and funding nuclear research—all in alignment with its ambitious Climate Pledge to achieve net-zero carbon emissions by 2040. https://lnkd.in/gig8VSHp