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ClearPath Action Rundown 
June 27th, 2025

Happy Friday and congratulations to…

• Former ClearPath advisory board member Paul Dabbar, who was confirmed on Wednesday as the Deputy Secretary of Commerce. 
• David Wright on his nomination to a new term as a Commissioner of the Nuclear Regulatory Commission.
• Katherine Scarlett, who was nominated to lead the White House Council on Environmental Quality.

1. Diving in with the Daily Caller

ClearPath CEO Jeremy Harrell and Daily Caller CEO Elijah Moorman spoke about the importance of preserving key energy tax incentives and expanding electricity generation to meet future demand created by AI and data centers.

ClearPath Action partnered with the Daily Caller on “Daily Caller Live: The Future of American Energy.” 

The conversation outlined three steps for achieving American energy dominance:  

• Preserve key energy tax credits to scale innovation; 
• Modernize permitting to let America build; and
• Sell more American energy globally to counter China.

What’s clear: We need more markets over mandates and innovation over regulation. These tools will meet the President's goals of producing more electricity and lowering costs. 

Plug in: Watch the full Daily Caller Live event.

The U.S. Senate may vote on the “One Big Beautiful Bill” this weekend and the House may take it back up next week. The latest draft includes: 

• Full transferability across tax credits to ensure efficient use of taxpayer resources, particularly for innovators;
• Retaining key incentives for new American energy production like advanced nuclear, geothermal, hydropower and storage through 2035;
• Creating parity in the 45Q carbon sequestration credit for all types of carbon use and storage coming from carbon capture and direct air capture products; and
• Offering additional support for domestic critical minerals production and bolster the clean energy supply chain through 2030.

Policymakers continue to debate key provisions, such as the phase-down timelines for clean electricity incentives and eligibility at the “commencement of construction.” Additionally, they continue work to provide a realistic path for American energy producers to meet growing demand and shift supply chains away from foreign entities of concern, like China.

Predictability for investors and developers is critical to ensuring the “Big, Beautiful Bill” accelerates American energy dominance and furthers American manufacturing competitiveness. A stronger final bill combined with the growing bipartisan momentum for permit reform is a recipe to let America build.

2. NEW Episode: Reshaping America’s energy future

ClearPath CEO Jeremy Harrell appeared on the MCJ Inevitable Podcast, “How the Budget Bill Could Reshape America’s Energy Future,” alongside ClearPath alum Spencer Nelson of Form Energy and Vikrum Aiyer of Heirloom. 

What he said we need:

• Clean energy tax credits to protect and promote American energy innovation and manufacturing; and
• Certainty to maintain investment momentum for American energy innovation.

What’s clear: “Providing incentives to drive new investment and new generation regardless of technology is going to be important… we may have to build the size of today's Texas grid over the next decade to meet rising demand in this country,” said Harrell.

Plug in: Listen to the podcast here.

3. Governor Cox Leads Western Governors to energy superabundance

Governor Cox (R-UT), new chair of the Western Governors’ Association, unveiled his chairman’s initiative for 2025-2026 entitled, “Energy Superabundance.” The yearlong initiative will be focused on: 

• Unlocking nuclear power;
• Building transmission capacity;
• Advancing energy storage;
• Modernizing the grid; and
• Cutting red tape.

What they are saying: “It’s been nearly 50 years since we’ve had a moment like this: surging demand, available capital, and the political will to build. It’s time for a new era of American energy abundance,” said Utah Governor Spencer Cox.  

Plug in: ClearPath’s Matt Mailloux sat down with Deseret News to discuss how the Energy Superabundance initiative can promote innovative energy technologies and improve the federal permitting process.

4. C.O.B. Tuesday: Niko on nuclear

On last week’s episode of Veriten’s C.O.B. Tuesday podcast, ClearPath’s Niko McMurray and CATF’s Patrick White discuss how new nuclear energy can make it through the licensing and regulatory process to help meet the President’s goal of 10 GW of new nuclear energy by 2030. 

What’s clear: They also discuss a ClearPath, CATF, and Veriten letter to the NRC that discusses a novel approach to licensing small reactors.

Plug in: Listen to the podcast here.

5. DOE announces plan for new test reactors by July 4, 2026

The Department of Energy (DOE) announced a pilot program that aims to meet the bold goal set by President Trump’s executive orders issued last month to build three non-commercial test reactors by July 4th, 2026, America’s 250th birthday. This initiative is part of a broader administration effort to accelerate nuclear energy innovation and deployment.

This pilot program will allow:

• Private developers to build and operate full-scale advanced nuclear test reactors authorized by the DOE outside the national laboratory system;
• The DOE to utilize Other Transaction Authority for contracting to expedite the process and streamline regulatory requirements; and
• The private sector to fully fund the projects, saving taxpayers money.

What’s clear: The Trump Administration continues to prioritize streamlining permitting, accelerating commercialization and reshaping the U.S. nuclear innovation pipeline.

6. Google and CTC Global launch initiative for high-capacity conductors

Google and CTC Global are partnering to expand the American grid and transmission capacity with CTC Global’s innovative conductor technology. This initiative will provide cost assistance, workforce development training, and technical analysis to projects deploying CTC Global’s carbon composite core conductors that support demand growth by:

• Doubling the capacity of a transmission line and reducing line losses;
• Deploying at a fraction of the cost and time of traditional infrastructure development, and
• Reducing line sag, which improves line safety.

What’s clear: Transmission capacity must expand rapidly to meet demand growth. Increasing the scale of deployment, bolstering the domestic manufacturing base, and enhancing industry familiarity with the technology can accelerate broader adoption and significantly increase the transmission system's capacity, all while creating more efficient power transmission. Google and CTC Global will accept RFI responses through July 14, with a full RFP to follow.

7. The Circuit

8. ICYMI

• Global cement-maker Heidelberg announced it sold out of all low-carbon cement it will produce at its cement CCS facility in Norway, highlighting strong demand for low-carbon materials.
• Advanced nuclear company TerraPower raised $650 million from investors, including Nvidia's VC arm.
• Governor Hochul directed the New York Power Authority to develop a zero-emissions advanced nuclear energy technology power plant.
• The U.S. Conference of Mayors unanimously adopted a resolution over the weekend supporting the tax credits that drive nuclear energy, specifically 45U and 45Y. 
• Crane Clean Energy Center, formerly Three Mile Island nuclear power plant, in Pennsylvania, may restart in 2027, about a year ahead of schedule, after being put on a fast track to connect to the regional grid.
• Chairman Hill applauds the World Bank Group’s and International Atomic Energy Agency's agreement to support the deployment of nuclear energy in developing countries.
• Terrestrial Energy announced a partnership with Ameresco, an energy infrastructure and microgrid developer, that aims to advance the deployment of Terrestrial’s Integral Molten Salt Reactor (ISMR) for data centers and industrial use. 

ClearPath believes America must lead the world in innovation over regulation…markets over mandates…providing affordable, reliable, clean energy. 

That's all from us. Thanks for reading and have a great weekend!

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