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Gene Nelson, Ph.D.'s avatar

Thanks for this analysis. This San Jose, California data center and district heating proposal from Pacific Gas & Electric points the way for SMR and microreactor development in conjunction with data centers. "Westbank and PG&E Propose Net Zero Community in Downtown San Jose" November 13, 2024. https://www.prnewswire.com/news-releases/westbank-and-pge-propose-net-zero-community-in-downtown-san-jose-302304259.html

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Al Christie's avatar

Thanks. This explains the volatility in SMR stocks. sorry to hear Trump won't be able to change FERC for 3 years.

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Meredith Trimble's avatar

Interesting that I dm’d you on this topic. We used to call this co-generation when the customer owned the unit. Doesn’t Amazon have the money to buy 1(or 2) generating stations ? Why pander to them with co-location? Buy power from them instead!

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dave walker's avatar

Thank you for sharing!

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