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What is Carbon Capture and Storage? Your Ultimate Guide to CCS Technology

Carbon capture and storage (CCS) is moving from niche pilot projects to a global climate strategy worth billions. Once seen as a backup plan, it’s now racing to the forefront — from massive U.S. industrial hubs to China’s fast-expanding carbon pipelines. Supporters call it essential for tackling the world’s toughest emissions in steel, cement, and energy. Critics warn it could be a costly detour.

As governments, investors, and big tech pour money into CCS, one question looms: can it deliver the deep carbon cuts needed to hit net zero by 2050?

This guide walks you through everything you need to know: how CCS works, the latest technologies, the biggest projects and market leaders, and where the fastest growth is happening. 

We’ll also explore market trends, policy drivers, corporate demand, and the risks investors should watch. Whether you’re new to CCS or tracking it as a climate tech opportunity, this resource covers the science, the strategy, and the business potential shaping the future of carbon removal.

What is Carbon Capture and Storage (CCS)?

Carbon Capture and Storage is a climate technology designed to prevent carbon dioxide (CO₂) from entering the atmosphere. It captures CO₂ emissions from places like power plants, cement factories, and steel mills. This happens before the emissions can add to global warming.

A related term is Carbon Capture, Utilization, and Storage (CCUS). It takes things further by using captured CO₂ in products like synthetic fuels, building materials, or plastics.

The key difference between CCS and CCUS lies in the “U” — utilization. In CCS, the captured CO₂ is permanently stored underground, while in CCUS, part or all of that CO₂ is repurposed for industrial use before storage.

This technology helps fight climate change. It can reduce emissions from hard-to-decarbonize industries. The Intergovernmental Panel on Climate Change (IPCC) and the International Energy Agency (IEA) both recognize CCS as a critical tool for achieving net-zero targets.

Global climate agreements, like those at the annual UN Climate Change Conferences (COP), stress that CCS is key to limiting global temperature rise to below 1.5°C.

How Carbon Capture Works: A Step-by-Step Process

CCS works in three main stages — capture, transport, and storage — with an optional fourth step for utilization. Let’s break down each one of them. 

CCUS process
Source: Shutterstock
  1. Capture: The process starts by separating CO₂ from other gases produced during industrial processes or electricity generation. This can be done at power plants, cement kilns, oil refineries, and other facilities. Special chemical solvents, membranes, or advanced filters are used to remove CO₂ from flue gas or fuel before combustion.
  2. Transport: Once captured, CO₂ must be moved to a storage or utilization site. The most common method is through high-pressure pipelines. In some cases, ships or even trucks carry CO₂ over long distances, especially if storage sites are far from industrial hubs.
  3. Storage: For permanent storage, CO₂ is injected deep underground into geological formations such as saline aquifers or depleted oil and gas fields. These sites are chosen for their ability to trap CO₂ securely for thousands of years, with monitoring systems in place to detect any leaks.
  4. Utilization: In CCUS projects, some or all of the captured CO₂ is reused instead of being stored immediately. It can be converted into synthetic fuels, used in making cement and plastics, or even injected into greenhouses to boost plant growth. While utilization does not always result in permanent storage, it can reduce the need for fossil-based raw materials.

Tech Toolbox: The Many Ways of Capturing Carbon

CCS is not a single technology. Different methods are used depending on the type of facility, the fuel being used, and the stage at which CO₂ is removed. The main types are:

Post-combustion capture: This is the most common method today. CO₂ is removed from the exhaust gases after fuel has been burned. Chemical solvents or filters separate the CO₂ from other gases before it is compressed for transport.

Pre-combustion capture: Here, the fuel is treated before it is burned. The process converts the fuel into a mixture of hydrogen and CO₂. The CO₂ is separated and stored, while the hydrogen can be used to produce energy without direct emissions.

Oxy-fuel combustion: In this method, fuel is burned in pure oxygen instead of air. This creates a stream of exhaust that is mostly CO₂ and water vapor, making it easier to capture the CO₂.

Direct Air Capture (DAC): DAC removes CO₂ from the air instead of just one source. It uses big fans and chemical filters to do this. It can be used anywhere but requires more energy because CO₂ in the air is less concentrated.

As of end-2024, around 53 DAC plants were expected to be operational globally, rising to 93 by 2030 with a capacity of 6.4–11.4 MtCO₂/year. 

Bioenergy with CCS (BECCS): This approach combines biomass energy production with carbon capture. Plants absorb CO₂ while growing, and when the biomass is burned for energy, the emissions are captured and stored. This can result in “negative emissions,” removing CO₂ from the atmosphere.

Global Race: Which Countries Are Winning CCS Leadership

Carbon capture and storage is now a reality. It’s in operation in many countries, with numerous projects either planned or being built. CCS technology is still new compared to global emissions. But momentum is growing.

Governments, industries, and investors are now committing to large-scale deployment. CCS capacity differs between regions:

ccs capacity by region

United States

The U.S. leads CCS deployment, holding about 40% of global operational capacity. By mid-2024, facilities captured roughly 22–23 Mt CO₂ annually. Growth is driven by the expanded 45Q tax credit under the Inflation Reduction Act, rewarding storage and utilization. Flagship projects include Petra Nova in Texas and Midwest CCS hubs serving ethanol, fertilizer, and industrial sites.

Canada

Canada hosts pioneering projects like Boundary Dam (the world’s first commercial coal CCS) and Quest in Alberta, capturing CO₂ from hydrogen linked to oil sands. National capacity is ~4 Mt per year, supported by a federal CCS investment tax credit targeting heavy industry and clean hydrogen. 

Norway

Norway has led offshore CO₂ storage since the Sleipner project began in 1996, injecting ~1 Mt annually into a saline aquifer. The Northern Lights project, part of Longship, will create a shared CO₂ transport and storage network for European industries.

China

China’s CCS capacity grew from ~1 Mt/year in 2022 to over 3.5 Mt in 2024, mainly in coal-to-chemicals, gas processing, and EOR. CCS is now part of national climate strategies, signaling rapid expansion.

United Kingdom

The UK’s cluster model links industries via shared pipelines and offshore storage. The East Coast Cluster and HyNet, due late 2020s, could together capture over 20 Mt CO₂ annually.

Australia

Australia’s ~4 Mt/year capacity includes the massive Gorgon gas-linked CCS facility in Western Australia, despite operational setbacks. With vast geological storage potential, the country aims to be a CO₂ storage hub for Asia’s export industries.

Wood Mackenzie

Total Operational Capacity and Growth

As of 2024, global CCS facilities in operation had a combined capture capacity of just over 50 million tonnes of CO₂ per year. This shows steady growth, up from about 40 Mt a few years ago. However, it still accounts for just a small part of the over 40 billion tonnes of CO₂ emitted worldwide each year.global ccs capacity growth

However, the project pipeline is expanding quickly. The facilities being built will double the current capacity. Early development projects might raise global capacity to over 400 million tonnes per year by the early 2030s if they stay on track.

The Rise of CCS Hubs and Clusters

A key trend in the industry is the creation of CCS hubs—shared infrastructure networks where multiple companies use the same transport and storage systems. This model lowers costs and speeds up deployment by avoiding the need for every facility to build its own pipeline or storage site.

The U.S. Midwest ethanol corridor, Norway’s Northern Lights, and the UK’s industrial clusters are among the most advanced examples. These hubs usually form close to industrial areas. Here, emissions are high, and the current infrastructure, like pipelines and ports, can be adjusted for CO₂ transport.

Why CCS Matters in the Climate Fight

Carbon capture and storage is not meant to replace renewable energy or other climate solutions. Instead, it focuses on the toughest parts of the emissions problem—places where cutting CO₂ is especially hard or expensive. Experts call these hard-to-abate sectors.

Hard-to-Abate Sectors

Some industries can’t simply switch to clean electricity. For example, making steel requires very high heat and chemical reactions that release CO₂. Cement production also releases CO₂ as a byproduct of making clinker, the key ingredient in concrete.

Chemical plants and refineries have complex processes that generate large amounts of CO₂. Even aviation faces limits, since planes can’t yet fly long distances on batteries alone. CCS can capture emissions from these sources. This helps reduce climate impact while keeping production running.

Here is the technology’s application in various industries:

ccs by industry application

Role in Meeting the 1.5°C Target and Net-Zero by 2050

To avoid the worst effects of climate change, scientists say global warming must be kept to 1.5°C above pre-industrial levels. That means reaching net-zero emissions by around 2050. 

The Intergovernmental Panel on Climate Change (IPCC) has run hundreds of models to see how this can be done. In most scenarios, CCS plays a key role. Without it, the cost of meeting climate targets could rise by 70% or more, because other solutions would have to carry the full load.

global carbon emissions captured with CCS

Synergies with Clean Hydrogen, Carbon Markets, and Industrial Strategy

CCS also works well with other low-carbon solutions. CCS captures CO₂ that would escape when producing clean hydrogen, especially “blue hydrogen” from natural gas. This creates a cleaner fuel for use in transport, heating, and industry.

In carbon markets, CCS can generate credits for each tonne of CO₂ captured and stored. These credits can be sold to companies looking to offset their emissions. Governments are also linking CCS to industrial strategy by building shared hubs and pipelines. These will serve multiple factories, power plants, and fuel producers. This makes CCS cheaper and faster to deploy.

Endorsements from the IEA and UN

The International Energy Agency (IEA) calls CCS “critical” for reaching net zero, especially in heavy industry. It estimates the world will need to store 1.2 billion tonnes of CO₂ each year by 2050.

The United Nations also recognizes CCS in its climate plans. It has been featured in multiple COP agreements as a key technology for both reducing emissions and removing CO₂ from the atmosphere. These endorsements matter because they help drive policy support, funding, and international cooperation.

CCS Investment and Financing: How Much Does It Cost?

Carbon capture and storage can make a big impact on emissions. But it comes with a high price tag. Most projects cost between $50 and $150 for every tonne of CO₂ (and even over $400 for some technologies) captured and stored.

The lower end usually applies to large industrial sites near storage locations. The higher end often applies to smaller or more complex projects, or those that require long transport pipelines.

DNV_CCS_forecast_2050_transport_and_storage_costs_in_EUR_and_NAM

Government Support

Governments play a key role in making CCS affordable. In the U.S., the 45Q tax credit offers up to $85 per tonne for CO₂ stored underground and $60 per tonne for CO₂ used in other industrial processes.

Canada provides an Investment Tax Credit (ITC) covering up to 50% of eligible CCS costs. In Europe, the Innovation Fund supports early-stage CCS and other low-carbon projects, offering billions in grants.

Blended Finance and Partnerships

Because CCS is expensive, many projects rely on blended finance—a mix of public and private funding. Oil and gas companies invest in cutting carbon emissions. Meanwhile, governments help by offering grants and tax breaks.

Public-private partnerships are common, especially for shared CCS hubs where multiple companies use the same pipelines and storage sites. International lenders, such as the World Bank and the Asian Development Bank, are funding CCS in emerging economies.

Voluntary Carbon Market (VCM)

CCS can also generate carbon removal credits for sale in the voluntary carbon market. These credits are purchased by companies aiming to offset their emissions.

While VCM prices vary, high-quality removal credits often sell for $100 per tonne or more, making them a potential revenue stream for CCS operators. Market demand for CCS-based credits is still growing. It relies on trust in the technology’s monitoring and verification.

Investor Angle: How to Invest in the CCS Industry

Interest in carbon capture and storage is rising among ESG, climate tech, and energy transition investors. The global CCS market was valued at about $4.5 billion in 2023 and could grow to more than $20 billion by 2033, according to industry forecasts. This growth is being driven by stricter climate policies, corporate net-zero pledges, and rising carbon prices.

Public Stocks

Investors can buy shares in companies directly involved in CCS. Examples include Aker Carbon Capture (Norway), Occidental Petroleum (U.S.), Air Liquide (France), and ExxonMobil.

Many oil and gas majors now see CCS as essential to keeping their assets viable in a low-carbon future. These firms are investing billions in CCS hubs and carbon removal partnerships.

Private Startups

Private markets offer exposure to emerging technologies like DAC. Leading firms include Climeworks (Switzerland), CarbonCapture (U.S.), and Heirloom (U.S.).

DAC projects are smaller today but attract premium interest from tech backers and climate-focused venture capital. In 2022 alone, DAC startups raised over $1 billion in funding.

ETFs and Funds

There are also climate-focused ETFs and funds that include carbon removal technologies as part of their portfolios. These funds reduce risk by investing in various companies. They focus on CCS, renewable energy, hydrogen, and other low-carbon solutions.

Carbon Credit Markets

Some investors buy into CCS through the carbon credit market. This can be done by funding CCS or DAC projects that issue carbon removal credits.

Platforms like Puro.earth and CIX (Climate Impact X) connect investors with verified carbon removal projects. Credits from high-quality CCS projects can fetch $100–$200 per tonne depending on location and verification standards.

Due Diligence

Before investing, it is important to check policy risk, technology readiness, cost curves, and scalability. CCS works best in large industrial hubs with access to geological storage.  Finally, watch these key sectors because they will likely drive demand and scale for CCS: 

  • The oil & gas sector uses CCS for enhanced oil recovery and to lower its emissions. 
  • Cement firms need CCS because their production process emits CO₂ that can’t be avoided easily. 
  • Hydrogen—especially blue hydrogen—depends on CCS to cut its carbon footprint. 
  • DAC startups aim to remove CO₂ directly from the air and may sell high-value removal credits. 
  • And carbon marketplaces and registries will shape how removal credits are priced and trusted.

These areas have the most potential to scale quickly as policies tighten and carbon prices rise.

Risks, Challenges, and Criticism of CCS

While CCS has strong potential as a climate solution, it faces several challenges that investors, policymakers, and project developers must consider.

  • High Capital Costs and Slow ROI: Large CCS projects cost hundreds of millions to billions of dollars. At $50–$150 per tonne captured, returns depend on strong policy support, carbon pricing, or premium credits, with payback periods often spanning years.
  • Energy Requirements and Lifecycle Emissions: CCS uses significant energy, sometimes from fossil fuels. Without low-carbon power, net emissions savings shrink, making efficiency improvements essential.
  • Storage Risks: Leakage, Permanence, and Monitoring: Geological storage is generally safe, but leakage is possible. Continuous monitoring ensures CO₂ remains underground for centuries.
  • Debate Over Fossil Fuel Dependency vs. Genuine Decarbonization: Critics say CCS can prolong fossil fuel use. Supporters argue it’s vital for industries like cement and steel.
  • Policy Uncertainty and Lack of Global Standards: Policy changes can undermine project economics. The absence of global CO₂ measurement standards adds risk to cross-border investments.

Market Outlook (2024–2030): What’s Next for CCS?

The world is gearing up for a big expansion in carbon capture and storage. But just how fast will CCS grow—and what could power that growth?

ccs pipeline projects

Growing CCS Pipeline and Capacity

Momentum is clearly building. The Global CCS Institute reports a record 628 projects in the pipeline—an increase of over 200 from the previous year.

The expected annual capture capacity from these projects is 416 million tonnes of CO₂. This amount has been growing at a 32% rate each year since 2017. Once the current construction is completed, operational capacity is set to double to more than 100 Mt per year.

Similarly, the IEA sees global capture capacity rising from roughly 50 Mt/year today to about 430 Mt/year by 2030, with storage capability reaching 670 Mt/year.

Still, this is only a start. To meet global climate goals, CCS will need to scale much more, lasting into the billions of tonnes annually.

Policies Fueling Momentum

Governments are shoring up policy support to accelerate CCS rollout. Here are the regional trends so far:

  • In the U.S., the Inflation Reduction Act (IRA) expanded the 45Q tax credit—making CCS more financially appealing for project developers.
  • The EU’s Net-Zero Industry Act and updated Industrial Carbon Management Strategy aim to help the region capture at least 50 Mt by 2030, rising to 280 Mt by 2040.
  • Across the Asia-Pacific, countries like Australia are positioning themselves as carbon storage hubs. With strong geology and policy backing, Australia could generate over US$500 billion in regional carbon storage revenue by 2050.

Corporate Buyers Powering Demand

Major companies are not just talking—they’re signing deals:

  • Microsoft stands out as a leading buyer of carbon removal credits. It has contracted close to 30 million tonnes. This includes 3.7 million tonnes over 12 years with startup CO280 and 1.1 million tonnes in a 10-year deal with Norway’s Hafslund Celsio project.
  • Shopify co-founded Frontier—a $925 million advance market commitment—with other big names like Stripe and Alphabet. It has also purchased over $80 million in carbon removal from startups using DAC, enhanced weathering, and other technologies.

These corporate purchases show a strong demand for CCS-backed removal credits. They also help build a stable market for project developers.

Carbon Pricing, ESG Rules, and Global Markets

CCS is also benefiting from broader climate market trends:

  • Carbon pricing and trading systems globally are starting to include CCS credits. As prices rise, CCS projects can improve their economics.
  • ESG reporting and net-zero commitments are increasing transparency and accountability. Firms are expected to show real results—CCS helps deliver that.
  • The rise of international carbon markets and registries is creating standardized ways to value and certify carbon removals. This makes CCS credits more trustworthy and investable.

Quick Take

By 2030, CCS capacity could rise eightfold—from 50 million to over 400 million tonnes. This growth is being driven by government policy, big corporate offtake deals, and a maturing carbon credit market. While still far from what’s needed to fully tackle climate change, the CCS sector is clearly moving from pilot stage to commercial reality

The Role of CCS in a Net-Zero Future

CCS isn’t a silver bullet. It’s a vital tool that works with renewables, electrification, and nature-based solutions like reforestation.

Renewables stop future emissions. CCS tackles the emissions that still exist, especially from old infrastructure in steel, cement, and chemicals. These are costly and slow to replace. 

CCS captures emissions at the source. This helps extend facility lifespans and supports climate goals. It’s especially important for economies with new industrial assets.

CCS growth 2050

Beyond reduction, CCS can enable permanent carbon removal through direct air capture and bioenergy with CCS, storing CO₂ underground for centuries. These methods can offset hard-to-abate sectors such as aviation and agriculture.

Responsible deployment is key. It needs strong MRV standards, community engagement, and alignment with sustainability goals. This helps avoid delays in phasing out fossil fuels.

CCS, when used wisely, connects our current fossil fuel economy to a low-carbon future. It helps reduce emissions we can’t fully eliminate yet and gives us time to develop cleaner technologies.

CCS is Not a Silver Bullet—But a Vital Tool

Carbon capture and storage is not a cure-all for the climate crisis. No single technology can deliver net zero on its own, and CCS should be viewed as one tool in a broader decarbonization toolkit. 

A balanced approach requires acknowledging both the potential and the limitations of CCS. The technology can cut emissions and even remove carbon permanently when it’s based on solid science, strong policies, and clear reporting.

However, overreliance or misuse—particularly if it delays the shift away from fossil fuels—risks undermining climate goals.

The pathway to net zero will demand a combination of innovation, investment, and urgency. Carbon capture and storage is part of that solution set, and with careful governance, sustained funding, and clear standards, it can help bridge the gap between today’s emissions reality and the low-carbon future we urgently need.

The post What is Carbon Capture and Storage? Your Ultimate Guide to CCS Technology appeared first on Carbon Credits.

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Carbon Footprint

Why I’m Pro-Nuke Now: Beginning

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I composed this essay over much of 2026, as I was writing Beyond Vogtle — my detailed study (co-authored with James Boucher) of U.S. nuclear costs from the 1980s post-Three Mile Island reactors to the Vogtle 3 and 4 units completed earlier in this decade. It traces my journey from nuclear power doubter to proponent.

My story is both general and personal: what was changing in the wide world of nuclear power, energy policy and climate; and how I viewed those changes. I  hope this mode of story-telling resonates with a wide audience and also provide a backdrop to “Beyond Vogtle.”

It’s in three parts.

Detail from 1979 rally poster. Full poster appears below.

The first installment begins at the big Washington rally called to mark the Three Mile Island reactor accident, and covers the recession of nuclear dread, the advent of virtually always-on reactor operation, and nuclear’s status as the least carbon-emitting energy supply technology. 

Installment #2 begins with the failure (to date) of carbon tax advocacy — “A Climate Cure No One Wanted” — and continues with the closure of Indian Point and the concurrent slow dissolve of my dream that renewable energy could do it all.

The third and final installment begins with a slight detour in which I contrast the appalling human damage from automobility with nuclear power’s increasingly remote dangers, and then return to energy policy with a fresh way to regard nuclear power’s potential contribution to decarbonizing U.S. grids.

Thank for reading. Enjoy. And be sure to look at Beyond Vogtle: What History Tells Us About the Cost of New Nuclear (yes, that’s the full title).

  — C.K.

*  *  *  *  *  *  *  *  *

I’m pro-nuclear power. Big time.

I don’t just want the U.S. to keep running its 95 extant reactors. I want us to build more. Lots more. Hundreds.

I’m not alone. Public opinion is shifting toward nuclear power. But I came to that conclusion after spending years arguing the other side. From the mid-1970s to the late 1980s, I published a raft of critical analyses that got a good deal of public attention ― and even some traction within the nuclear industry itself. My core argument was that the cost of building nuclear plants was rising much faster than the costs of competing sources of energy. The main driver, I said, was a cascade of safety-requirement changes triggered by widespread fears of reactor accidents.

Here’s the full poster.

That work earned me a speaking spot at the massive May 6, 1979 rally in Washington demanding a halt to reactor construction in the wake of the March 28 meltdown at Three Mile Island in Pennsylvania. In the weeks before the rally, my research was cited in hundreds of news stories. At the Capitol, I stood alongside consumer advocate Ralph Nader, the leading figure in the U.S. antinuke movement; actress Jane Fonda, whose new film, “The China Syndrome,” had eerily foretold the Three Mile Island meltdown; and folk-rock icon Jackson Browne. I told the cheering throng that nuclear power was finished.

Cost overruns and canceled reactor projects were putting billions of dollars on the line, and I spent much of the next decade in courtrooms all over the country, explaining patiently to utility regulators why investors, not customers, should bear those losses. I eventually moved on to other public policy work, sparking big-city bicycling and helping bring congestion pricing to New York. But I kept watching nuclear power and the broader energy landscape. Over time, what I saw led me to turn from skeptic to supporter. Here’s why, in eight parts.

1. Fear and Dread Recede

Ask 100 random people today what “TMI” means, and at least 90 will say “Too Much Information.” Maybe one will mention the 1979 accident at Three Mile Island.

That’s a real shift.

The 1970s were commercial nuclear power’s first decade, and the Three Mile Island accident brought it to a terrifying close. Sixty hours into the slow-unfolding crisis, as fears grew that a “hydrogen bubble” in the reactor might explode and rupture the containment dome, CBS Evening News anchor Walter Cronkite captured the nation’s dread: “The world has never known a day quite like today. It faced the considerable uncertainties and dangers of the worst nuclear power plant accident of the atomic age. And the horror tonight is that it could get much worse.”[1]

The stricken reactor was eventually stabilized. But a combination of soaring costs and public apprehension brought an end to nuclear power’s rapid expansion in the United States.

Cronkite’s warning was about Three Mile Island itself, but it seemed to foreshadow more disasters to come. Yet since 1979, the U.S. nuclear industry has accumulated nearly 20 times as much reactor operating experience as it had built up in its entire history before the meltdown, without a sequel.[2] Like the dog that didn’t bark, this quiet fadeout of reactor calamities is an overlooked shift ― and it is prompting a rethink of long-held certitudes about nuclear power.

With each passing year there are fewer people who grew up with dread from Cold War-era A-bomb drills and weapons test fallout that got bundled into nuclear power. There are more young people like Zeke, a Brooklyn high-schooler who in 2019 went to Battery Park City to greet climate activist Greta Thunberg after her sail-powered trans-Atlantic voyage, but who this past May called fears about nuclear power “over-exaggerated.”[3] (Thunberg herself has said that Germany made a mistake by phasing out its nuclear plants, since it led to a sharp rise in coal-fired electricity.)

I’ve heard the same sentiment in hundreds of casual conversations over the past decade ― at climate rallies and on Trader Joe’s checkout lines, in California and in New York. These conversations suggest that the oppositional currents that once compelled federal nuclear regulators to keep piling on costly new safety requirements are losing force.

2. Permanent Peak Performance

Even before construction costs began to soar in the 1970s, nuclear power had another Achilles heel: spotty operating performance.

Throughout the 1970s and 1980s, the U.S. nuclear power sector struggled to maintain even a 60 percent “capacity factor” ― a measure of how much of a plant’s potential output it generates. That’s a dismal rate for equipment that’s expensive to build. I know this because I researched and wrote the first full-length study of shortfalls in U.S. nuclear plant performance, in 1976.[4]

That started to change in the mid-1980s. Plants finished safety upgrades required after Three Mile Island. The industry began sharing best practices ― and mistakes to avoid. Economic incentives helped too, as utility earnings became tied to how often plants actually ran.

A remarkable turnaround, though seldom credited in climate and nuclear discourse.

The turnaround has been dramatic. Since 2000, U.S. nuclear plants have averaged 90 percent capacity factor ― a huge leap from the earlier 60 percent. In effect, downtime has dropped four-fold, from 40 percent of the time to just 10 percent. Repair jobs and retrofits that used to drag on are now precision-scheduled like the train heist in “Breaking Bad.”

The higher reliability brings a huge symbolic benefit. In the 1970s, U.S. reactors seemed to stumble from one fiasco to the next. In Alabama, a technician using a lit candle to locate an air leak started a fire that burned through a thousand cables and knocked two brand-new reactors offline for 19 months. At some ocean-cooled plants, saltwater corroded delicate heat-transfer tubes, forcing protracted repairs. Profits and industry morale took a beating, and nuclear power became a punchline on “The Simpsons.”

Those days are long past. Nuclear power, uniquely, has blossomed into both grid bulwark and climate hero. Thanks to those higher ― much higher! ― capacity factors, each nuclear plant now displaces 50 percent more carbon-emitting power generation than it used to.[5] In fact, at a 90 percent capacity factor, a kilowatt of nuclear power delivers double or triple the climate benefit of a kilowatt of wind power (which averages 30 to 40 percent capacity factor) and roughly five times that of solar (15 to 20 percent) ― a crucial distinction that’s often missing from gushing coverage of renewable energy.

3. Climate to the Fore

Nuclear power’s newfound operational mastery would matter much less but for the urgency of the climate crisis and the persistence of U.S. and global carbon emissions. Like wind and solar, nuclear power generates electricity without burning carbon.

Squint to see that nuclear lifecycle greenhouse gas emissions range from 5.1 to 6.4 (in g CO2 equivalent per kWh); analogous range for solar-PV is 7.4 – 83.0; wind, 7.8 – 23.0. Source, Dinon et al., in report linked in this section’s second paragraph.

It is true that fossil fuels are implicated in nuclear power’s supply chain. Uranium mining uses petroleum, and enriching nuclear fuel requires electricity. But even counting upstream carbon, nuclear power’s climate footprint is smaller than that of wind, solar or hydropower, according to an authoritative 2022 analysis by a multinational team for the UN Economic Commission for Europe. (Their finding matched that of the similarly comprehensive 2018 report by the UN-chartered Intergovernmental Panel on Climate Change.[6])

That’s another big change. In nuclear power’s early years, uranium fuel enrichment was so energy-intensive that the three U.S. “gaseous diffusion” plants were said to consume 10 percent of all electricity used by American factories. But diffusion enrichment has given way to gas centrifuges and, more recently, laser isotopic separation ― methods that use 20 times less energy to isolate fissile U-235 from U-238.

The bottom line: kilowatt-hour for kilowatt-hour, nuclear-generated electricity is at least as effective as solar and wind at cutting climate pollution. Meanwhile, Hurricane Katrina, Superstorm Sandy, “heat domes” and wildfires, and, in August, the first Himalayan glacial collapse, have made once-hypothetical climate death and disruption a daily reality. More than rising electricity demand from A.I., it’s the climate crisis that’s driving renewed interest in nuclear power.

Click here for the second installment, Why I’m Pro-Nuke Now: Beginning.

[1] Quoted passage is from a local (PA) news site, though the an archived Channel 2 broadcast it cited is no longer on line.

[2] The sole “near-miss,” and a major one, was the 2002 discovery by operators at the Davis-Besse nuclear plant near Toledo, OH of extensive corrosion of the reactor vessel head — a vital barrier against loss of coolant and release of radiation. The U.S. General Accounting Office sternly rebuked the Nuclear Regulatory Commission for failing to identify and prevent the corrosion. See GAO, Nuclear Regulation: NRC Needs to More Aggressively and Comprehensively Resolve Issues Related to the Davis-Besse Nuclear Power Plant’s Shutdown, GAO-04-415, May 2004.

[3] In-person conversation at People’s Policy Conference at the New School for Social Research in New York, May 2, 2026.

[4] C. Komanoff, Power Plant Performance: Nuclear and Coal Capacity Factors and Economics (15 MB pdf), Council on Economic Priorities, 1976.

[5] Dividing today’s 90% uptime by the former 60% yields 1.50, indicating 50 percent more kilowatt-hours per kW.

[6] IPCC Annex III report, Technology-Specific Cost and Performance Parameters, 2018. See table on p. 1333.

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Carbon Footprint

Why I’m Pro-Nuke Now: Centerpiece

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This is the second part of a three-part post. It begins with the failure of carbon tax advocacy and continues with the closure of Indian Point and the concurrent dissolution of my dream that renewable energy could do it all. Part I, “Beginning,” started with the Three Mile Island accident and covered the decline of nuclear dread, the advent of splendidly reliable reactor operation, and nuclear’s climate-hero status. It’s available here. — C.K.

4. A Climate Cure No One Wanted

Nuclear fission, wind turbines, solar panels. Each is a kind of miracle, creating electricity from sunlight, air currents, or the splitting of atoms rather than by setting things on fire. But to economists focused on decarbonization, a greater miracle would have been the widespread adoption of carbon taxes, or, as some prefer to call it, a “price on carbon” — a fee added to fossil fuels’ market price based on their carbon content. Such a tax would shift incentives across the economy away from using fossil fuels, cutting production of the main greenhouse gas, carbon dioxide.

Economists trace the carbon tax idea to the early 20th century British economist Alfred Pigou and his conception of “externalities” ― social costs, like pollution, that aren’t reflected in market prices, and are dumped on communities “external to the process.” My interest dates to the early 1970s, when I was a fledgling environmental analyst in New York City government. I had a front-row seat as an ingenious “sulfur surcharge” eliminated the price advantage of dirty, high-sulfur fuel oil, foiling an eleventh-hour attempt by the oil industry to undercut a groundbreaking clean-air regulation.

Much later, in 2007, I co-founded the Carbon Tax Center, an organization built around the idea of taxing fossil fuels by their carbon content. We proposed a national carbon tax starting at $15 per ton of CO2 and rising in annual steps to $100 within a decade. Our modeling suggested that by then, the myriad changes driven by the financial rewards for burning less carbon would be cutting U.S. emissions by nearly a third ― far more than conventional energy-efficiency standards or clean-energy subsidies.

To be clear, this wasn’t an either-or choice. A carbon tax was unusual in that it reinforced nearly every other decarbonization measure rather than competing with it. But what really set carbon pricing apart was its reach. Carbon taxes would reward every action that reduced fuel use ― not just buying more fuel-efficient cars, but driving less overall; not just laws mandating energy-efficient buildings, but reforming zoning to let new homes be built in town instead of spreading into sprawl; and, in the power sector, switching from higher-carbon coal to lower-carbon gas and from gas to virtually zero-carbon solar, wind, and nuclear power.

A carbon tax would have worked something like New York’s congestion pricing program, which last year began charging drivers $9 a day to enter Manhattan south of 60th Street. Congestion pricing hits gridlock with a one-two punch. The first punch is the price itself: faced with the toll, enough car owners find driving no longer worth it, that traffic actually drops. The second punch is the steady stream of subway improvements funded from the toll revenue — station elevators, real-time train signals, new lines — which pull still more commuters out of cars. Just so, the “stick” of a price and the “carrot” of better alternatives reinforce each other.

I took part in the 20-year campaign that pushed congestion pricing across the finish line. Its advent — and survival — in Trump’s second term is heartening. But it also highlights, by contrast, how little headway has been made toward a U.S. carbon price.

That failure constitutes a tragically missed opportunity for nuclear power, given how much a $100-per-ton carbon price could strengthen its economics. Compared with burning natural gas, the dominant source of U.S. electricity today, a $100/ton CO2 price would give nuclear roughly the same competitive edge as shaving 40 percent off the cost to build new reactors. Or, put another way, that carbon price would be like doubling or tripling what gas-fired power plants pay for pipeline fuel — pushing prices back to pre-fracking scarcity levels.[7])

5. Losing Indian Point

In the spring of 2020, with the COVID-19 pandemic raging, my wife and I fled the city for our cabin in the Adirondacks. One morning I was outside the general store, loading groceries onto my bicycle, when my phone started buzzing. It was Dietmar Detering, someone I knew slightly as leader of the advocacy group Nuclear NY, calling from Queens. I picked up and said hello.

“You call yourself a climate activist,” Dietmar began, his voice sputtering with anger. “Indian Point is being taken apart, and you haven’t said a word to stop it. How dare you?”

I vaguely knew that a 2017 deal ― pushed by the self-proclaimed environmental group Riverkeeper and brokered by then-Gov. Andrew Cuomo ― was about to shut down the Indian Point nuclear plant, located on the Hudson River 35 miles north of midtown Manhattan. The older of its two reactors unit would (literally) get the chop within a week; its twin would follow in a year. Both reactor vessels would be cut to pieces and their radioactive components chemically dissolved. Once that process began, there’d be no turning back.

I stood there holding my phone, stunned. A near-stranger was berating me! I would have hung up, but there was something raw in his voice that I couldn’t ignore. I don’t remember exactly what I said ― probably some version of “don’t blame me.” After all, the carbon tax I’d spent years advocating would have made Indian Point too valuable to shut down. Then I offered what I thought was my strongest point: soon enough, Indian Point’s carbon-free electricity would be replaced by zero-carbon wind and solar anyway, so little harm would be done.

Then Dietmar lowered the boom.

“You don’t get it, do you?,” he said, his voice now cold. “Even if all those new solar panels and wind turbines get built, they won’t displace fossil fuels. They’ll just be replacing carbon-free nuclear electricity that was already protecting the climate. They can’t do both.”

“Wait. What? Say that again.”

“Think of it this way,” Dietmar said. “When new renewables have to replace an existing power source that was already displacing fossil fuels, like Indian Point, their net climate benefit is zero. The renewables you’ve been counting on to push out fossil fuels can’t do that job as long as they’re having to take the place of nuclear plants that were already doing the decarbonizing.”

Full disclosure: those aren’t Dietmar’s exact words. They’re actually mine, drawn from articles I later wrote for Gotham Gazette and The Nation, and from a letter I co-wrote with futurist Stewart Brand, yes, the “Whole Earth Catalog” guy, urging California Gov. Gavin Newsom to halt the planned closure of the Diablo Canyon reactors along his state’s coast. But they capture Dietmar’s central point: shutting down a working nuclear power plant or any large source of carbon-free electricity nullifies the climate benefit that new replacement wind and solar projects are supposed to provide.

Six years later, Indian Point’s closure still haunts me. Why didn’t I speak up? It’s how I imagine I’d feel if a climbing partner had died because of some mistake I made. In New York, where I live, I measure every increment of renewable energy against the carbon benefit we threw away when Indian Point was shut down and dismantled.

By that gauge, wind and solar look mediocre. Take those 42-inch square “balcony solar” arrays that Germans are buying like hotcakes ― they’re a neat idea, but it would take 50 million of them to match the carbon reduction Indian Point provided, as I wrote here in June. Or consider a rooftop solar setup for the City Island boathouse where my ecologically minded physicist pal stows his sailboat ― fine on its own, but matching Indian Point’s climate value would require solarizing 600,000 similar buildings across the state.[8]

Underneath these daunting numbers is Dietmar’s deeper point: all of this new renewable capacity should have been added on top of Indian Point, not built to replace it.

6. Renewables in a Dimmer Light

Solar and wind power were guiding passions of my adult life. From the 1970s onward, I savored every news story about the latest gains in solar efficiencies and blade lengths. Wind turbines especially stirred me, with their kinetic kinship to bicycles and futuristic look.

Befitting my mathematical bent, I would calculate how much fossil fuel each new wind farm would keep in the ground. For Cape Wind, intended as the first U.S. offshore wind farm, near Cape Cod, I consulted a digest of ballpark dimensions to illustrate how much coal the project would displace each year: enough to cover the entire playing field at Boston’s Fenway Park — foul territory included — in a pile three times the height of the park’s famed “Green Monster” outfield wall.[9]

While I was playing with those numbers, a Stanford mechanical engineering professor named Mark Z. Jacobson was launching a stream of papers spelling out just how many wind turbines and solar panels ― on land, at sea, on rooftops, on farmland or rangeland ― would be required to satisfy the energy needs of different states and countries.

A table in Jacobson’s paper for New York helpfully broke down how much energy had to come from each source. Offshore wind was his largest category, charged with supplying 40 percent of New York State’s energy year-round. The number of turbines: 12,700.

That figure should have given me pause. Filling that quota meant building a hundred Cape Wind projects in the waters off Long Island, even as well-heeled locals including Riverkeeper figurehead Robert F. Kennedy Jr. (yes, that Kennedy) and Walter Cronkite (yes, that Cronkite) were NIMBYing the actual Cape Wind project to death. Ditto, wind projects proposed for the next county over from our cabin in the Adirondacks.

None of those projects were ever built — not just because of local opposition, but also because of a lack of full-throated support from environmentalists who should have championed them for their climate value. Especially in liberal Northeastern states, it seemed impossible to build anything that asked property owners to tolerate construction disruption or changed views, decarbonization be damned.

You might expect the outlook for Jacobson’s all-renewables vision for New York to be improving. Wind turbines are now so prodigious that he can propose 8,000 15-gigawatt turbines instead of 12,700 5-gigawatt ones.[10] And solar power has captured the public’s imagination in a way wind power has not — it’s no accident that climate activist (and Jacobson acolyte) Bill McKibben titled his 2025 call-to-action book, “Here Comes The Sun.”

Nevertheless, the carbon-free electricity lost when Indian Point closed has gone almost entirely unreplaced. Nearly nine-tenths of the power it generated is being made up by burning natural gas — not due to corporate chicanery but because no other source has stepped up. (See chart below.)

And dreams of an all-renewables grid still have to contend with an intrinsic fault ― one even more disabling than the NIMBY opposition sparked by the projects’ thirst for land. That weakness is intermittency: the fact that wind and solar output varies not just day to day, but moment to moment, at the mercy of the weather.

Jacobson has doggedly calculated how many megawatt-hours of wind and solar would be needed to match New York’s ― and other states’ ― total annual energy use. But neither his nor anyone else’s atmospheric models are detailed enough, meteorologically, to verify that a 100% wind-water-solar grid could keep the power on continuously ― hour by hour, year in and year out. Building in extra capacity doesn’t solve this problem. Compensating for weather’s unpredictability by deliberately oversupplying wind and solar, or backing them up with batteries, may look good on paper. But either approach would be punishingly expensive and probably insufficient as well, without ample supplies of reliable, dispatchable power such as nuclear. If there’s no wind, having twice as many turbines won’t help.[11]

In New York, the political fallout from losing Indian Point’s copious ’round-the-clock carbon-free electricity is landing on Cuomo’s successor. With the plant’s closure having pushed New York’s carbon-reduction targets out of reach, Gov. Kathy Hochul this year bowed to reality and froze a 2019 law tying New York’s climate and energy future to renewables. Forces ranging from standard-issue Democrats to grassroots greens are pillorying Hochul as a sellout to Big Oil, though her proposal to add five large reactors across the state — she dubs it her Nuclear Reliability Backbone — is almost certainly a more assured path to decarbonization than the fashionable all-renewables approach.

Click here for the final installment, Why I’m Pro-Nuke Now: Conclusion.

[7] The two representations in the text of carbon pricing’s boost to new reactors’ economics are derived and sourced in my Sept. 2026 paper with James Boucher, Beyond Vogtle: What History Tells Us About the Cost of New Nuclear.

[8] Comparisons in this paragraph employ: 2,028 MW capacity and 90% capacity factor for Indian Point; 220 W capacity and 15% CF for balcony solar. 17 kW capacity and 20% CF for boathouse solar. 10 MW and 40% CF for each wind turbine.

[9] Cape Wind assumptions: 130 3.6-GW turbines and 40% capacity factor yield 1,641 GWh/year. Coal assumptions: 9,800 Btu/kWh, 11,500 Btu/lb of coal, 1.32 coal specific gravity, 62.4 lb of water per cubic foot. Calculations yield 132-foot-high coal pile covering Fenway Park’s 128,000 sq ft surface (est’d from http://www.baseball-statistics.com/Ballparks/Bos/index.htm). That is 3-4x Green Monster height of 37 feet, 2 inches, per Wikipedia.

[10] While Jacobson’s new offshore wind configuration would outproduce its predecessor by nearly two to one, he has also upped his forecast for total required energy, leaving constant offshore wind’s share 40 percent share.

[11] To take a recent example: at the onset of a late June – early July 2026 heat wave, New York State’s wind farms collectively were producing less than one percent of their rated 3,000-megawatt capacity. See my “Beyond Vogtle” report (FN 46) referenced in Footnote 7.

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Why I’m Pro-Nuke Now: Conclusion

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This concludes my three-part post. Part I, “Beginning,” began with the Three Mile Island accident and covered the decline of nuclear dread, the advent of fabulously reliable reactor operation, and nuclear power’s climate-hero status; it’s available here. Part II, “Centerpiece,” covered the failure of carbon tax advocacy, the closure of Indian Point, and the dissolution of my dream that renewable energy could do it all; it’s available here. This part takes antinuclear activism to task for turning a blind eye to the far more lethal harms from unrestrained automobility, and then turns to the need to redefine “least-cost” decision rules guiding electricity investment. — C.K.

7. A More-Brutal Bête Noire

On a different, but as I’ll show, related topic: I had known for some time that deaths from being struck by a motorist were shockingly common in the U.S., with 300 a year in New York City alone. I had made that fact a central element in defending bicycling against the moral panic over ― of all things ― New York’s industrious bicycle couriers during the pre-digital 1980s. And as a bicycle commuter I had long jousted with drivers. But the death of oncologist Dr. Jie Zhang in 1994 forced me to consider driver-caused traffic violence as an assault on both public health and the moral order.

The horrific death in 1994 of physician and expectant mother Jie Zhang called into question antinuclear dogma that prioritized hypothetical reactor accidents over lethal dangers like unrestrained automobility.

A speeding driver hit and killed Dr. Jie outside Memorial Sloan Kettering Cancer Center on Manhattan’s East Side. She was nine months pregnant. As she lay dying, her colleagues at the hospital delivered her son, who survived. The newspaper ran a photo of the newborn in his father’s arms. My wife and our week-old son were safe at home. My good fortune was hard to bear.

What were the hazards of nuclear power, next to those of motorized traffic? There was and is no agreed-upon damage ratio between the two technologies. But in my eyes, the anti-nukers’ derogatory depictions of U.S. nuclear regulators seemed better suited to officials in charge of “auto safety.” In 2009, for example, after a spate of deaths in SUV rollovers, the National Highway Traffic Safety Administration required that roofs on new vehicles be able to support three times their already swollen weight. That rule led to wider windshield-obstructing structural posts , badly expanding SUV drivers’ blind spots. The result, according to a recent New York Times report, was a tidal wave of crashes that killed hundreds of pedestrians and cyclists and injured thousands more.

As a young attorney in the 1960s, Ralph Nader rocketed to fame by documenting how regulatory capture made cars excessively dangerous. His subsequent pivot to opposing nuclear power initially made sense but, over time, inadvertently left American pedestrians, cyclists, and occupants of smaller vehicles vulnerable not just to “vehicle bloat” but driver distractions and the “windshield perspective” of police, prosecutors and juries.

All the while, anti-nuclear activists keep pounding their drum, willfully ignoring U.S. reactors’ splendid post-seventies safety record (see Sections 1 & 2). With few domestic miscues to flog, they leaned instead into the faraway disasters at Chernobyl (1986) and Fukushima (2011). Those disasters were real enough, but they differed from the U.S. situation not just in location but also in root cause. Soviet and Japanese officials had downplayed reactor risks, while the U.S. nuclear enterprise had built a culture dedicated to containing them.

Even reactor radioactivity, like reactor accidents, is becoming another non-barking dog. We are half-a-century into the age of large-scale deployment of nuclear power, and not a single large-scale study has emerged that credibly pins increased morbidity and/or mortality on nuclear power plant operation. Moreover, the old Rubik’s Cube problem of nuclear waste disposal is yielding to engineered solutions. The hangup was never technical. It was political.

8. By All Means, Decarbonize

For half-a-century, nuclear power and renewable energy have circled each other like wary prizefighters.

The two weren’t simply antithetical, they were incompatible — logistically as well as culturally. One couldn’t be for both; you had to pick a side. That was the gospel of physicist Amory Lovins, whose revolutionary 1976 article in Foreign Affairs magazine, “Energy Strategy: The Road Not Taken,” upended energy policy debates and galvanized the antinuclear power movement.[12]

In Lovins’ influential framing, nukes epitomized “hard” energy — lumbering and brittle. Renewables — wind and solar — were “soft” — home-grown and “right-sized.” (This was before the relentless push for engineering efficiencies turned wind turbines into colossi and blanketed entire fields with solar panels.)

Fifty years on, the climate crisis has entered the ring and demanded that the rivals partner up. The choice now is carbon-burning vs. carbon-free. Further, the perilous timeline of the crisis has toppled another dictum, also traceable to Lovins: that the transition from fossil fuels must proceed under a “least-cost-first” hierarchy that turns to costlier energy sources only after first exhausting all of the less-expensive ones.

Once, that logic was persuasive. In a leisurely, decades-long transition, why not have the lowest-cost energy lead the way? Wherever a home solar array or a Great Plains wind farm could turn a profit, the thousand busy ants of capitalism could be trusted to deploy them. The climate-warping curve would bend, steadily, painlessly, bringing a more flexible and benign energy system into the bargain.

That was the idea. The reality is falling far short, as revealed by the stubborn persistence of U.S. carbon emissions.[13] The manifold causes have been touched on here; they include everything from traditional NIMBYism to viral versions built on conspiracy-mongering, along with supersized pickups, “sport utes” and the absence of robust carbon emissions pricing. The shale revolution and two Trump presidencies did their part as well, keeping fossil fuels cheap (until No. 47 made war on Iran), which added to the stock of carbon in the atmosphere and America’s stock of carbon-consuming cities and towns, farms and roadways.

In World Cup parlance, we’ve entered stoppage time. A new rule applies: nuclear power ― or any other fossil-fuel antidote ― need not pencil out as cheaper than solar or wind to merit a part in decarbonizing U.S. grids. Instead, we should pursue any energy source or energy-saving measure that displaces fossil fuel use at lesser cost than the harm caused by burning those fuels in the first place.

Feb. 11, 1985 cover.

Think of it like the hikers’ joke about the bear: I don’t need to outrun the bear, I just need to outrun you. In the same way, new nuclear plants don’t need to be cheaper per kilowatt-hour than solar or wind. Their electricity just needs to cost less than the added climate damage that would result from burning the fossil fuels that would otherwise fill the gap. And on that test, new nuclear power plants appear likely to succeed.

Let’s break that down.

What will new U.S. reactors cost to build?

This year I applied my statistical skills and power plant knowledge to the 49 most recently built U.S. reactors. Forty-seven of them limped to completion in the dozen years following Three Mile Island. At the time, their swollen costs so ravaged U.S. electric utilities that Forbes magazine termed the U.S. nuclear power program “the largest managerial disaster in business history.”

Nevertheless, my analysis of that cost data points to a path forward. I found that even if future reactor costs track past costs, a program that builds two or more reactors at each site and uses standardized designs will allow new plants to be built for an average cost of $8,200 per kilowatt of capacity, in 2025 dollars. At that price, building and running new reactors is almost certainly a lower-cost proposition than facing the ecological and human damage from burning equivalent fossil fuels.[14]

If anything, my figure is on the pessimistic side, since it bakes in the kind of shifting regulatory requirements that drove up costs so much in the post-TMI period. Even so, it comes to just half of what it cost to build the final two reactors — Georgia Power new Vogtle 3 and 4 units ― a project that nuclear power critics dredge up at every opportunity as proof that any new U.S. nuclear plant is doomed to be uneconomical.

An alternative visualization of this chart appears as Fig. 9 in “Beyond Vogtle.”

Just as important, the odds of future extreme overruns appear low. Using a probabilistic model, I found that the likelihood that a new twin-unit plant, built to a standardized design, will end up costing as much as Vogtle is slim ― the same odds, around 1.7%, as correctly calling six coin flips in a row.[15]

Will the long time to build new reactors undo their climate benefit?

Past nuclear plants seemed to take forever to finish. The 47 reactors whose costs I analyzed averaged nearly 12 years from initiation to completion ― a 50 percent worsening from their 1970s counterparts. Much of that added time traces back to Three Mile Island, which triggered design changes, equipment upgrades, and staffing shifts across the entire U.S. nuclear sector, each adding delays. Slowing demand for power also led some utilities to stretch out construction schedules on their own.

To nuclear power’s critics, these setbacks come with the territory. But reactors aren’t the only major infrastructure projects facing long timelines. Delays in building wind farms, transmission lines, and other accoutrements of renewable energy have prompted plenty of national hand-wringing too. Even balcony solar ― the latest face of decarbonization ― will need time to scale up. Electrical codes and fire regulations must be rewritten, and then the real challenge begins: installing roughly 25 million of these devices (at 220W each) to match the climate benefit of a single 1,000-megawatt reactor.

There’s also a déjà vu tinge to the complaint that nuclear power is too slow to help with the climate crisis. That argument easily predates Vogtle 3 and 4 ― the massive Georgia project that tested residents’ patience and wallets, but is now helping decarbonize Atlanta and hundreds of other cities. The goal isn’t to repeat Vogtle’s egregiously high cost, which doesn’t yet clear the bar set by the social cost of carbon. It’s to treat the climate fight as an ongoing effort to reduce harm by whatever effective means are available.

Balcony solar and giant nukes aren’t rivals ― they’re partners. Building Vogtle didn’t stop Georgians from putting solar panels on their roofs in 2015, and if balcony solar really is the money-saving no-brainer its supporters claim, there’s no reason it shouldn’t help rate-burdened Georgia families in 2027, too. “All hands on deck” is a cliché, but it fits here. The world has no time to wait ― it needs to decarbonize by every means available. Including nuclear power.

[12] Lovins’ Foreign Affairs article is available here. I recounted its momentous impact on energy policy and public discourse for The Electricity Journal in 10 Blows That Stopped Nuclear Power (Jan/Feb 1991).

[13] U.S. CO2 emissions circa averaged only 1 to 2 percent annual reductions over the period 2010-2025, a rate many times slower than needed to meaningfully address the climate crisis.

[14] See Komanoff & Boucher, “Beyond Vogtle,” op. cit., pp. 41-44.

[15] The chance of correctly calling six coin-tosses in a row is one-half raised to the sixth power, which is 1 in 64, or 1.56%, which more or less matches the 1.7% chance that a new nuclear plant will cost as much as or more than Vogtle 3 and 4. See Komanoff & Boucher, op. cit., Fig. 9.

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