October 2025
After months of tracking nuclear and energy stories, we felt it was time to take a deeper dive into the topic. Where do we stand today on nuclear energy, what’s on the horizon and why does it matter?
IN THE MARKET
The Nuclear Moment Arrives
America’s power grid is officially maxed out. Electricity demand from data centers, cryptocurrency mining, AI workloads and advanced manufacturing has surged beyond what our existing infrastructure can reliably deliver. While an “all-of-the-above” mix of natural gas, solar, and wind remains essential, the most promising long-term solution is nuclear energy, the only scalable, 24/7, carbon-free source capable of meeting these demands sustainably and reliably.
Where We Are Now
Nuclear power currently provides about 18% of U.S. electricity, generated primarily by reactors built decades ago. The last two years, however, have marked a turning point: Vogtle Units 3 and 4 in Georgia became the first new U.S. reactors in over 30 years, while several older plants are being extended or restarted, including Michigan’s Palisades facility. Momentum is accelerating. The ADVANCE Act of 2024 directed the Nuclear Regulatory Commission to fast-track advanced reactor approvals, while transferable clean-energy tax credits now allow developers to monetize incentives up-front. Together, these changes have unlocked private capital and begun dismantling decades-old regulatory barriers.
Who’s Building What
Over the next several years, nuclear reactor restarts and power-purchase agreements from existing plants are attempting to bridge the power gap until new technologies come online…
The October edition also covers fears of “mega AI layoffs,” a significant office milestone in NYC, and leveraging AI in CRE…
Read the Full Edition Here