Jones Report: Canada Power vs. U.S. Power — Connect the Dots for Both SAFE and FASTER Deployment.
(Note to readers in a hurry: Just read the BOLD type to get the Notion quickly)
Canada has again raised the possibility of using electricity exports to the United States as leverage. Maybe Washington should take the hint.
Now consider a few things already happening.
Upstate New York is moving toward a goal of at least 1 GW of new advanced nuclear power, with several communities already expressing interest in hosting it.
Meanwhile, Oklo and Meta are planning a 1.2-GW nuclear power campus in Ohio, eventually using multiple 75-MW Aurora powerhouses. The planned deployment could certainly be considered near-term compared with the decade-long timelines historically associated with conventional nuclear projects.
And Oklo's first 75-MW commercial Aurora is already moving forward at the DOE's Idaho National Laboratory, where it will provide the first real deployment and operating experience for the design.
So why not connect the dots?
Why not consider using a similar Ohio/Meta scalable Aurora-campus model for Upstate New York?
Notion: Start the site selection, regulatory work, grid planning and routine infrastructure now, while Idaho proves the first commercial 75-MW Aurora. That could shave years off deployment while reducing the risk of prematurely duplicating unproven critical components.
Don't rush the reactor. BUT - Don't delay everything around it.
And plan the site with an exit ramp. If the Aurora ultimately encounters a problem that makes the project impractical, design as much of the early infrastructure as possible for another productive use — perhaps even a data center.
Canada has reminded us that imported electricity can become political leverage. New York wants more nuclear power. Oklo already has a scalable model being planned in Ohio.
Maybe somebody should connect the dots for faster deployment while maintaining a safe deployment strategy.
Stay Watchful.
- Jones Report
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More later so ....Stay tuned, if you dare!
For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality. Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor.
All in all - we use the word maybe "some", not "too much" and play it accordingly. Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.
With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.
ALL in my humble opinion, scroll down and read more. This site does NOT make Buy / Sell recommendations.
