From ClearPath Action <[email protected]>
Subject The Rundown: American nuclear fuel coming back to life
Date August 15, 2025 1:35 PM
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<[link removed]> <[link removed]>ClearPath Action Rundown
August 15th, 2025

Happy Friday!

The Rundown will be back and at the top of your inbox on Friday, August 29.

1. Uranium enrichment returns to Kentucky

<[link removed]>A major private investment is set to revitalize a historic American energy site and boost the domestic supply chain for advanced nuclear fuel. General Matter, a nuclear fuel enrichment startup, signed a lease <[link removed]> with DOE to begin building a new facility in western Kentucky.

This project:

- Involves an almost $1.5 billion investment to produce enriched uranium;
- Will be located at the former Paducah Gaseous Diffusion Plant, which stopped enriching uranium in 2013; and
- Aims to create 140 jobs and begin enrichment operations by 2030.

What’s clear: Public-private partnerships are essential to rebuilding the domestic nuclear fuel supply chain and ensuring energy independence, especially from Russia who currently dominates nuclear fuel supply chains. This investment demonstrates how private industry is stepping up to power the next generation of reliable nuclear reactors.

<[link removed]>Plug in: Niko McMurray <[link removed]> attended the groundbreaking, which featured remarks from Kentucky Senators Mitch McConnell and Rand Paul, and Representative James Comer. Recent Congressional action supported by these members, including banning the import of Russian uranium, has been critical to give companies the confidence to develop domestic supply chains <[link removed]>.

2. ClearPath brings Congressional staff to Iceland

<[link removed]>L-R: Andrew Kelley, Luke Bolar, Adam Stewart, Matt Mailloux, Hillary O’Brien, Amanda Sollazzo, Emily Johnson, Hali Gruber, Ayla Neumeyer, Ryan Mowrey, Lucy Sadler, Alexandra Slocum, Ken Klukowski, Grace Bellone, Andy Zach, Dillyn Carpenter

ClearPath brought a delegation of ten congressional staff members to Reykjavik, Iceland, as part of its Clean Energy Innovation Academy (CEIA). Iceland, which uses 30 percent geothermal energy for its grid, has innovative drilling, carbon management and power generation techniques. 

The delegation visited:

- Geothermal and hydropower power plants;
- Carbon managementand drilling facilities; and
- U.S. Embassy and Iceland Ministry of the Environment, Energy Climate officials.

What’s clear:While Iceland’s success of 100% clean baseload energy is just a case study, adding more geothermal and hydropower will help the U.S. ensure grid security and meet growing demand with clean firm power.  

Plug in: Read more about this site visit in our full blog <[link removed]>. 

<[link removed]>Climeworks’ Mammoth facility, the world’s largest Direct Air Capture (DAC) facility designed to capture up to 36,000 tons of CO₂ a year.

3. New on natural gas permitting reform in NH

<[link removed]>New Hampshire leaders want to increase the natural gas supply to combat high energy costs in the Northeast. Gov. Kelly Ayotte (R-NH), along with EPA Administrator Lee Zeldin, announced support for reviving the Constitution Natural Gas Pipeline <[link removed]> project.

This project:

- Would connect natural gas supplies from Pennsylvania;
- Aims to lower energy costs for consumers without building new pipelines; and
- Has the potential for a more efficient federal review.

What’s clear: Expanding and modernizing energy infrastructure will help deliver reliable and affordable energy. The EPA’s efforts to streamline permitting is a win for increasing clean energy supply, lowering costs and reducing reliance on foreign energy.

4. Cheyenne to get AI data center powered by gas with carbon capture

<[link removed]>As data centers continue to drive growing demand for clean energy, natural gas paired with carbon capture, utilization, and storage (CCUS) can provide clean, reliable power. Energy infrastructure company Tallgrass and Texas-based digital-infrastructure company Crusoe announced the construction <[link removed]> of a 1.8-gigawatt AI data center in southeast Wyoming.

The project will:

- Scale to a total of 10 gigawatts, which is enough to power all homes in the state of Wyoming and more;
- Utilize multiple energy sources, including natural gas; and
- Leverage Tallgrass’ existing pipeline network and CO₂ sequestration hub in Wyoming.

What’s clear: Driven by AI, data centers, and efforts to reshore U.S. manufacturing, total U.S. electricity demand is expected to increase 35-50% by 2040. To meet this growing demand, natural gas-fired power generation paired with carbon capture technology will be critical to meeting our energy needs.



5. ​​Mass-manufactured microreactor for the Air Force

<[link removed]>Radiant, a company seeking to mass-manufacture portable nuclear reactors, has signed an agreement <[link removed]> with the DIU and Air Force under the Advanced Nuclear Power Installations <[link removed]> program to supply an Air Force base with a microreactor. 

This project aims to:

- Deliver the 1 MW Kaleidos microreactor in three years; 
- Produce power within 48 hours of arrival; and
- Supply Air Force bases with their own baseload electricity.

What’s clear: Bringing together DOE-led testing, defense energy priorities and the DIU’s goals of accelerating dual-use technologies marks another step toward expanding public-private nuclear support for civilian baseload power.

Plug in: Check out this recent blog, “Advanced Nuclear Energy Is Coming to U.S. Military Bases, <[link removed]>” by Jake Kincer <[link removed]> and Katie Weaver.

6. ​​Amazon and Brimstone advance lower-carbon cement

<[link removed]>Low-carbon cement startup Brimstone and Amazon have signed an agreement for Amazon to reserve volumes of Brimstone’s cement and supplementary cementitious materials from itsfirst commercial plant <[link removed]>. This news was announced alongside successful third-party test results of Brimstone’s lower-carbon Ordinary Portland Cement (OPC), which demonstrated that Brimstone’s OPC works as well as conventional materials. 

This is an important announcement because:

- Start-ups like Brimstone need firm demand signals to raise financing to scale up American manufacturing and create jobs;
- Data center buildout will add 1 million tons <[link removed]> of new cement demand by 2030; and
- Hyperscalers need a supply of innovative, low-carbon materials.

Plug in: Check out this report <[link removed]> by Rafae Ghan <[link removed]>i and Casey Kelly <[link removed]> on how shifting to performance-based specifications and supporting testing of new materials can increase the adoption of American innovation like Brimstone’s OPC.

7. The Circuit



Amanda Sollazzo <[link removed]>, Jackson Blackwell <[link removed]> and Sam Lebo represented ClearPath at the Arctic Encounter Symposium <[link removed]> in Anchorage, Alaska, North America's largest Arctic policy, business and climate convention.

Luke Bolar <[link removed]> shared polling with Republican communications staff on how conservatives can go on offense with their clean energy policy wins at the Conservative Climate Foundation Communicators' Retreat. 





Andrea Steiner <[link removed]> spoke on the panel “Time Management Hacks for Busy Leaders” at American Clean Power Association’s EmpowHER conference, where she discussed delivering practical, high-efficiency strategies to help prioritize what matters so leaders can focus on what moves the mission forward.

Dana Faught <[link removed]> represented the ClearPath Conservative Leadership Program <[link removed]> (CCLP) at the American Conservation Coalition Summit, which brings together passionate young conservatives and national grassroots leaders to engage in meaningful conservation and energy discussions, outdoor exploration and peer-to-peer networking.



8. ICYMI

- Tune in: Luke Bolar spoke on a panel for The National Interest about “What Is ‘Energy Dominance <[link removed]>?' And How Does America Get It?”
- Transportation Secretary and interim NASA administrator Sean Duffy announced expedited plans to build a nuclear reactor <[link removed]> on the moon last week.
- DOE selected 10 nuclear companies <[link removed]> with the goal of achieving criticality in at least three test reactors by July 4, 2026. The Energy Department also selected Standard Nuclear <[link removed]> as the first U.S. company in its fuel line pilot program.
- X-energy selects <[link removed]>Clark Construction Group to build its TRISO-X Fuel Fabrication Facility in Oak Ridge, TN.
- DOE announced a forthcoming $50 million funding opportunity for a Critical Minerals and Materials Accelerator <[link removed]> to prototype and pilot innovative critical materials processing technologies.

<[link removed]>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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