01 / 05
The New Nuclear Energy Resurgence

Blog Post | Energy Production

The New Nuclear Energy Resurgence

Ideology is finally giving way to realistic energy goals.

Summary: After decades of delay and ideological opposition, nuclear energy is experiencing a global revival. Nations like the United Kingdom, Germany, and Belgium are reversing anti-nuclear policies, recognizing the technology’s essential role in achieving reliable, low-carbon energy. As wind and solar limitations become more apparent, a new consensus is forming: nuclear power is a central pillar of any serious climate and energy strategy.


Recently, the United Kingdom announced a significant investment in nuclear energy—the largest in a generation. Support for nuclear power in Britain has been steadily growing for years, with both major political parties backing it. However, there has been little concrete commitment to new nuclear development for decades. That changed with the government’s announcement of a comprehensive nuclear investment package, which includes funding for the new Sizewell C nuclear power station, expansion of the nuclear submarine industrial base, support for small modular reactors (SMRs), and increased investment in fusion energy research and development. The government also selected Rolls-Royce to lead its SMR program, highlighting a strategic move to boost domestic nuclear manufacturing and innovation.

In the same week, the World Bank approved funding for nuclear energy projects, lifting a ban that had been in place since 2013 and signaling growing international financial support for nuclear development as a key component of the clean energy transition.

For years, nuclear energy has been at the heart of a fierce global debate. Advocates of the abundance movement have long argued that nuclear energy is an essential tool for decarbonization that has been unfairly maligned as a dangerous relic of the past. In contrast, the traditional “environmental” movement has heavily opposed nuclear energy, shifting its arguments over time but consistently resisting nuclear power on ideological or precautionary grounds.

However, recent years have brought a noticeable shift in the political and public discourse. As the real-world challenges of achieving net-zero emissions while maintaining reliable energy supplies become more apparent, governments are increasingly recognizing what many energy experts have said for decades: a 100 percent renewable energy system is not currently viable. Wind and solar power are intermittent, which means they require a dependable baseload energy source, and if that baseload isn’t coal or gas, it has to be nuclear.

The shift in attitudes is increasingly evident. Some of the world’s most industrialized nations are now reversing course after years of anti-nuclear policies that have been shaped more by ideology than by technical or environmental realities. Germany stands as the most prominent example. In the wake of the 2011 Fukushima disaster, then-Chancellor Angela Merkel, in alliance with the Green Party, committed to a complete nuclear phaseout. The move was widely celebrated by environmental activists and was seen as a moral and precautionary stance.

However, the long-term consequences of this decision have sparked growing criticism. Since Germany’s last nuclear reactor was shut down in 2023, Energiewende—its plan to rely entirely on wind and solar power—has proved deeply flawed. Despite the policy’s pro-environmental intentions, it has left Germany heavily reliant on coal and imported natural gas. This dependence has compromised both its climate goals and its energy security, exposing the risks of phasing out nuclear energy without viable alternatives for reliable, low-carbon baseload power.

In a significant political turning point, Germany’s new chancellor, Friedrich Merz, publicly acknowledged that shutting down the country’s nuclear power stations was a strategic mistake. That admission marks a notable departure from past orthodoxy and signals a broader re-evaluation of energy policy in one of Europe’s most influential nations.

Just a day after being confirmed as chancellor, Merz took a historic step that signaled a major shift in European energy politics. He ended Germany’s decades-long opposition to nuclear power within the European Union by aligning with French President Emmanuel Macron and agreed that Germany would no longer lobby against nuclear energy at the EU level. That marked not only a dramatic change in Germany’s stance but also a breakthrough in a long-standing Franco-German rivalry that had shaped the EU’s fragmented approach to nuclear policy for years.

For the first time, the EU may be on the path to a unified position on what constitutes clean energy, paving the way for a more practical, collaborative energy strategy across the continent.

Belgium, too, has reversed its planned nuclear phase-out. Originally slated to shut down all nuclear power by 2025, the Belgian government announced a policy shift in 2022 to extend the life of its two youngest reactors following what had transpired in Germany. Faced with soaring energy costs and rising carbon emissions, Belgium recognized that existing nuclear infrastructure offers a low-carbon, reliable source of power that cannot be easily replaced by intermittent renewables like wind and solar energy alone.

The tide has also turned in the United States. In a significant policy shift, President Donald Trump has issued a series of executive orders aimed at revitalizing the US nuclear energy sector. The directives instruct the US Nuclear Regulatory Commission to expedite the licensing process for new reactors, reducing approval timelines from several years to under 18 months. The Department of Energy and the Department of Defense are also expected to collaborate on constructing nuclear plants on federal lands, streamlining the permitting process, and leveraging existing infrastructure.

To support these initiatives, the administration is focusing on reinvigorating domestic uranium production and enrichment capabilities, aiming to reduce reliance on foreign sources and strengthen the national energy supply chain. These efforts underscore a renewed commitment to nuclear energy as a cornerstone of the United States’ clean energy strategy.

Yet while some nations adapt, others remain entrenched in outdated anti-nuclear stances. Australia, despite its vast uranium reserves and strong scientific expertise, continues to ban nuclear energy outright. The debate is often dominated by fear-based rhetoric, with politicians emphasizing cartoonish imagery reminiscent of The Simpsons rather than engaging with real-world data on modern nuclear safety. Decades of cultural and political opposition have deeply embedded anti-nuclear ideology in public discourse, stifling serious, evidence-based conversation.

Similarly, Spain has committed to phasing out its nuclear fleet by the mid-2030s, another decision driven more by political symbolism than by practical energy planning, and one that has sparked protests from Spanish nuclear workers.

Meanwhile, China is moving full speed ahead. Not content with simply expanding its fleet of conventional pressurized water reactors, China is investing heavily in advanced nuclear technologies, including SMRs and thorium-based molten salt reactors. Thorium reactors have long been considered a potential game changer due to their inherent safety features and the abundance of thorium, but the technology has been largely neglected in the West, despite the fact that the United States first developed a thorium reactor in the 1960s.

Building on this earlier research in the United States, China now claims to have developed a functioning thorium reactor. If this is true, it would be a groundbreaking development for clean energy, as thorium not only is plentiful but also enables an energy-making process that is cleaner and safer than current nuclear technologies. If China’s pilot programs succeed, the country could leapfrog existing nuclear systems and secure a leadership position in next-generation clean energy. The West still has some catching up to do in this area.

This divergence in global nuclear policy underscores a growing divide between those who see nuclear power as a necessary partner in decarbonization and those who continue to view it through the lens of Cold War–era fears and post-Fukushima trauma. The new nuclear resurgence is not just about technology but about political courage, scientific realism, and a willingness to confront uncomfortable truths. As more countries face the limits of trying to reduce emissions with wind and solar power alone, they will have to choose between ideology and climate pragmatism.

The future of nuclear energy is beginning to look not just viable but essential. Around the world, political leaders are reevaluating past decisions and recognizing that decarbonization without nuclear energy is, at best, a distant hope. A new global consensus is emerging: Nuclear power offers unmatched energy density, reliability, and a carbon-free footprint—qualities that intermittent renewables alone cannot replicate. After decades of delay, nuclear energy is no longer relegated to the energy of the past but understood to be the backbone of the future.

Blog Post | Water Use

The AI Land and Water Panic Is Wrong

Bill Maher and Erin Brockovich think we are running out. We are not.

Summary: Concerns that AI data centers are exhausting America’s land and water are largely overstated. Data centers occupy relatively little land compared with agriculture and other established uses, while their water consumption reflects temporary displacement rather than permanent loss. New cooling technologies and alternative water sources are also reducing local demand, suggesting that engineering—not scarcity—will shape AI’s environmental impact.


The American consumer advocate Erin Brockovich went on Real Time with Bill Maher Friday night to talk about what she has spent the year mapping: American towns that found out a data center was coming only after the bulldozers arrived. She has collected thousands of such reports from all fifty states. A big facility, she says, can consume millions of gallons of water a day. The audience was meant to conclude that artificial intelligence is swallowing the country’s water and land.

Start with the land, because that part is easy to settle. Cushman and Wakefield, the commercial real estate firm that tracks these deals, reports that the average parcel bought for a data center in 2024 ran to a couple hundred acres. Scale that up by the computing capacity the industry expects to have running by 2030, and by my reckoning every data center in America, plus all the ground around the buildings, comes to roughly the area of Rhode Island. The buildings themselves would fit inside a mid-sized city.

Now compare that with how we already use land. The federal government requires refiners to blend corn ethanol into gasoline and growing that corn takes an area about the size of New York State, for a fuel that a 2022 study in the Proceedings of the National Academy of Sciences found is probably dirtier than the gasoline it replaces. The Agriculture Department pays farmers to leave a Kentucky-sized area unplanted. Since 2000, American farmland has shrunk by an area larger than Colorado, and output went up anyway. None of this made the evening news.

Water is the harder argument, and it is where the case goes wrong at the level of chemistry. A data center does not destroy water. Cooling moves heat but does not burn anything. Hydrogen and oxygen do not come apart in a cooling tower. The water molecules leave as vapor, and hydrologists have long put their average stay in the atmosphere at about nine days before they fall again as rain. The word often used, “consumption,” does not mean the water is gone. It means the water left the neighborhood. That is a genuine cost to a neighborhood. It is not a subtraction from the world’s supply, and no amount of AI will make it one.

The problem of local water displacement is one that engineers have been fixing for two years. The scary numbers come from old evaporative towers, but the newer Nvidia chips run at 113 degrees Fahrenheit. That is hotter than the air outside on most summer days. Heat moves from hot to cold on its own, so the liquid sheds its warmth into the open air through a radiator, like the one in a car. Those radiators need fans, and fans need power, so the better chips turn a water problem into an electricity problem. That is a good trade, because building power is something this country knows how to do.

Similarly, Microsoft has announced designs that circle the same fluid through a sealed loop past the chip and back. Google, Amazon, and Microsoft already run some sites on treated city wastewater rather than anything anyone would drink.

Brockovich anticipated this answer. In an essay published two days before the broadcast, she argued that a sealed loop does not remove the water use but only moves it to the power plant that supplies the electricity. She is right that this second, hidden figure is bigger than the water used at the site itself. But the two together still amount to less than one percent of all the water Americans consume. The figures behind it come from the Lawrence Berkeley National Laboratory, in a study Congress ordered and the Energy Department published. Its lead author, the staff scientist Arman Shehabi, supplies the numbers that both sides of this argument quote.

The comparison with national consumption is drawn by Robin Gaster of the Information Technology and Innovation Foundation, who reviewed the same evidence in July and drew two conclusions. The technology to bring on-site water use near zero already exists. And the upstream share depends on which power plants get built, which means it is not fixed either. A forecast of disaster must assume that nobody will ever build anything different.

For scale, the EPA’s WaterSense program reports that outdoor household water use runs to about nine billion gallons a day, most of it landscape irrigation: suburban sprinklers use more water in two days than all data centers in the country uses directly in a year.

The host pushed back against Brockovich’s more alarmist claims, but he soon went back to his old assumption that there are simply too many of us and that we are using too many resources. In an April 2019 monologue, Maher cheered the falling birth rate, called fewer humans the best gift we could give the planet, and named our numbers as the great unspoken cause of the climate crisis. Last Friday, he repeated those concerns. He was wrong to do so.

In 1980, the economist Julian Simon bet the biologist Paul Ehrlich, author of The Population Bomb, that a basket of metals would grow cheaper as the population grew. Ehrlich sent the check ten years later. The economist Gale Pooley and I are keeping the score. The Simon Abundance Index we published this April found that the Earth was 536 percent more resource-abundant in 2025 than in 1980, a period in which humanity added nearly four billion people. Every commodity we track is more plentiful per person than it was, because each additional person arrives with a mind as well as a mouth.

Maher has spent three decades treating every new demand on the earth as a bite out of a fixed inheritance. Data centers are only the latest one. The land is plentiful. The water is not leaving the planet, and the engineers cooling these AI machines are already several product cycles into solving the thing he is sure cannot be solved.

Interesting Engineering | Mineral Production

US Hits Jackpot: 1.78 Million Tons of Tungsten in Nevada Desert

“A US critical minerals company has recently confirmed the nation’s largest known tungsten resource at its Railroad Valley Minerals Project in Nye County, Nevada, despite a NASA land withdrawal restricting exploration across part of the site.

In its updated resource report, 3 Proton Lithium (3PL) said that the project hosts an inferred resource of 1.78 million tons of tungsten. The company revealed that the deposit is part of a mineral system that also contains world-class resources of lithium, potash, and boron.

As per 3PL, the deposit is reportedly five times larger than the biggest tungsten resource currently listed in the US and comes at a time when the country relies heavily on imports for the strategic metal…

At current consumption rates, the resources could provide the U.S. with tungsten for hundreds of years, 3PL said.”

From Interesting Engineering.

Yale Environment 360 | Energy Production

The World Adds a Third Terawatt of Solar Power

“In March, the world passed a major energy milestone, adding its third terawatt of solar power. Increasingly, poorer countries are leading the shift to solar, analysts say.

It took nearly seven decades, after the invention of the silicon solar cell in 1954, for the world to install 1 terawatt of solar capacity, conceivably enough to power the entire United States. After passing that milestone in 2022, the world added its second terawatt in 2024 and its third in 2026, Bloomberg reports.

BloombergNEF expects installations will continue apace, with the world hitting 9 terawatts of solar power by 2036. Analysts project that, by that date, poor countries will have installed more solar power than rich countries, China notwithstanding.”

From Yale Environment 360.

Reuters | Energy Production

China Now Generates Less than Half of Its Electricity from Coal

“China, the world's largest coal consumer, generated less than 50% of its ​electricity from the fossil fuel in the six months to June, marking a first ‌for the country, which has been promoting the use of renewable energy, officials said.

Coal's share of the power mix was 49.7%, Xing Yiteng, deputy director general of the energy administration's development and planning office, told a press conference on Thursday.”

From Reuters.