Electricity demand across major markets is making its seasonal decline into the autumn minimums leading to soft pricing while sentiment has clearly shifted in favor of nuclear generation with some major news announcements this week.
Detailed U.S. Power Generation Charts in the PDF Below:
Power Market Headlines:
Microsoft AI Needs So Much Power It’s Tapping Nuclear (Bloomberg) - Link
Three Mile Island’s Nuclear Plant to Reopen, Help Power Microsoft’s AI Centers (WSJ) - Link
14 Major Global Banks and Financial Institutions Express Support to Triple Nuclear Energy by 2050 (World Nuclear Association) - Link
Georgia’s New Nukes Help Decarbonize State’s Emissions (Reuters) - Link
Negative Power Pricing is Becoming More Common in Europe (WSJ) - Link
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