ClearPath Action Rundown August 29th, 2025
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1. Back to life:
Palisades transitions back to operational
status |
Michigan is part of the nuclear
revival in the U.S. as home to the first nuclear plant in the country
to transition
from decommissioning to operating status.
The NRC approved this change, which
allows Palisades Nuclear
Plant to:
- Receive
and load new fuel to restart the plant after finishing final
preparations; and
- Generate
more than 800 MW of reliable and carbon-free baseload power, enough to
power more than 800,000 households.
What’s clear: The
NRC’s decision reflects its review of Palisades and marks the first
time a previously shut-down U.S. nuclear plant has returned to
operations. The restart of Palisades will enhance grid reliability and
help meet growing energy demand in Michigan and beyond.
Plug in: Check out
other states to watch for new nuclear in our recent
blog.
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2. NEW blog: 20 Years
Since the Energy Policy Act of 2005 |
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For decades, the U.S. has worked to
solve for the continued challenges that come with the ever-evolving
energy landscape. Twenty years ago this month, Congress
passed the Energy Policy Act (EPAct) of 2005, which focused on increasing energy
supplies, building energy infrastructure and driving investment in
American innovation.
Key provisions of EPAct 2005
included:
- Mandatory reliability standards and measures to modernize
transmission infrastructure;
- Creation
of the Loan Guarantee Program to support investments in innovative
technologies, like nuclear;
- Expedited siting and permitting of LNG terminals for more access
to markets;
- Streamlined hydraulic fracturing regulations to increase
domestic oil and gas; and
- Tax and
R&D support for various resources.
What’s clear: With
pressure today to secure the grid for increasing demand, Congress has
another opportunity to create solutions that outshine the shadow of
energy challenges we are facing. Permitting hurdles remain a major
barrier to building critical energy infrastructure. Innovative
technologies still need strong public-private partnerships to bridge
the commercialization gap and scale to competitive
solutions.
Plug in: Dive into
the ever-growing list of policy solutions that can address today’s
energy challenges and allow for American innovation to thrive in the
latest
blog by
Lisa
Epifani.
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3. Teaming up: New
nuclear for U.S. |
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As AI data center build out
continues to grow, so does the demand for energy. X-energy, Amazon,
Korea Hydro & Nuclear Power and Doosan Enerbility
have partnered to accelerate the deployment of new Xe-100
advanced nuclear reactors in the U.S. They plan to:
- Mobilize
up to $50 billion in public and private investments for Xe-100
projects and the expansion of associated supply chain
capacity;
- Deploy
more than five GW of new nuclear energy across the U.S. by
2039.
Key Facts:
- X-energy’s early deployments are planned for Seadrift, TX and
Washington state; and
- This
partnership is aligned with the recent $350 billion trade deal that
President Trump signed with Korea.
What’s clear: The
Advanced Reactor Demonstration Program, which President Trump signed
into law during his first term, made it possible for the world’s
leading innovators in nuclear technology, energy project delivery and
cloud infrastructure to collaborate on cost-effective, commercial
deployments of X-energy’s advanced reactor. This delivered on the
Trump administration’s goal to deploy 300 GW of new nuclear energy by
2050.
Plug in: Check out
the recent Energy Innovation Reform Project’s report on “How America Can Achieve Nuclear Energy
Dominance: Recommendations to Implement President Trump’s Policy
Agenda,” which provides additional recommendations to accelerate the
deployment of nuclear energy.
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4. Copper as the new
critical? |
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The U.S. Geological
Survey released its draft critical minerals list, which
proposed adding copper, among other minerals, to the official list.
Copper is currently mined in the U.S., primarily in the West, but we
need more of it.
Adding copper as a critical
mineral:
- Would
allow copper mining projects to become eligible for the FAST-41
program under the Federal Permitting Improvement Steering Council,
enabling coordinated project permitting, judicial review relief and
transparency benefits; and
-
Signals greater investment certainty
for domestic copper enterprises and supports the goals of President
Trump’s “Immediate
Measures to Increase American Mineral
Production”
Executive Order.
Plug in: This
action follows robust investments in domestic critical minerals from
the White House, including:
-
$60 million funding
opportunity
through DOE’s ARPA-E for two new technology programs to secure and
expand America’s critical minerals supply chain; and
-
$1 billion
in funding
opportunities
through various DOE programs to advance and scale mining, processing,
and manufacturing technologies across key stages of the critical
minerals and materials supply chains.
What’s clear:
Making key investments in domestic critical mineral technologies and
operations and reducing regulatory barriers will allow the U.S. to
reduce reliance on China for vital minerals and unleash affordable,
reliable energy throughout the nation.
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5. Geothermal
enhancing national security efforts |
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The Department of Defense (DoD)
announced progress updates on the Defense Innovation
Unit (DIU) partnerships with multiple geothermal companies and federal
and state agencies to advance geothermal power developments at
military installations:
- Six
innovative geothermal companies are part of this effort, including
Eavor, Fervo Energy, Greenfire Energy, Sage Geosystems, Teverra and
Zanskar.
- DIU will
collaborate with DOE's Geothermal Tech Office, DOI, Geothermal Trade
Associations, Utilities and State Energy Offices as part of this
effort.
The announced projects span 12 DoD
installations across six states, including Naval Air Station Fallon
(NV), Army White Sands Missile Range (NM), Mountain Home AFB (ID), El
Centro and Marine Corps Air (CA) and Army Garrison Fort Bliss
(TX).
What’s clear: This
initiative aims to accelerate geothermal development and power plant
construction across DoD installations, providing safe and secure
round-the-clock power. The DIU’s support of these innovative companies
will allow DoD to serve as an anchor customer for co-located power
production.
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6. Utah’s started
siting: advanced nuclear |
TerraPower and the Utah Office of
Energy Development signed an MOU to identify and assess sites for a
potential new TerraPower Natrium
reactor.
This landmark agreement:
- Will
identify and assess sites for a potential Natrium reactor, planning
preliminary site recommendations by the end of 2025; and
- Supports
Gov. Cox’s Operation Gigawatt, a strategic effort to build an energy
infrastructure that serves Utah and the Western U.S.
TerraPower is currently building
its first Natrium reactor in Wyoming as
part of the DOE Advanced Reactor Demonstration Program
(ARDP).
Plug in: Read Gov.
Cox’s recent op-ed, featured in Deseret News, on why America
can’t afford to hesitate on nuclear energy and how he sees advanced
nuclear as key to energy reliability, affordability and
security.
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7. PNNL releases NEPA
dataset developed by AI |
Today, environmental reviews occur
in agency silos with outdated systems that prevent decision-makers
from leveraging existing information to accelerate informed
decision-making. DOE’s Pacific Northwest National Laboratory (PNNL) is
using AI to resolve this key issue and increase permitting data
transparency through its PermitAI initiative.
PNNL announced the launch of NEPATEC
2.0, a public dataset
consisting of more than 120,000 NEPA documents from 60,000 projects
prepared by more than 60 different agencies.
The launch of NEPATEC
2.0:
What’s clear: PNNL’s dataset along with tools like SearchNEPA and CommentNEPA,
will help streamline the permitting process by leveraging AI to speed
up NEPA reviews and bring accountability to the permitting
process.
Plug in: These
efforts complement the goals of the bipartisan ePermit
Act introduced by
Rep. Dusty Johnson (R-SD) and Rep. Scott Peters (D-CA) to increase
data accessibility and transparency.
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Lisa
Epifani moderated a panel at the New York Energy
Capital Assembly on how investors and hyperscale developers are
building strategies to meet surging power demand driven by AI and data
centers. |
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Nick
Lombardo highlighted U.S. innovation in developing and deploying carbon
management technologies and discussed opportunities for U.S.
leadership globally at the Clean Energy Ministerial in South Korea.
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Last week, ClearPath staff visited Argonne
National Laboratory in Lemont, Illinois. The team saw the Aurora
Exascale Supercomputer, Mechanisms Engineering Test Loop Facility,
Materials Engineering Research Facility, and the Advanced Photon
Source. |
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9. Coming down the
pipeline |
September 4 at 1:35 — Niko
McMurray will join
nuclear reactor developers and hyperscalers to discuss new nuclear
technologies, what challenges exist, and how to achieve successful
project execution.
September 22-26, New York, NY — Are you going to New York Climate Week? We
are hosting several events, including the Carbon
Innovation Forum
in partnership with API on September 22. Please email
Dillyn
Carpenter for more
details.
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Commonwealth Fusion Systems raised
$863 million to support the completion of its demonstration reactor,
“SPARC,” and to further develop its commercial
power plant in Virginia, “ARC.” SPARC is expected to be completed in
2027, while ARC aims for early 2030s.
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Governor Armstrong
welcomed
Energy Secretary Chris Wright to ND, where the Governor outlined
"outsized role in U.S. energy dominance," including carbon capture
projects and increased transmission capacity.
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Peak Energy launched the United States' first grid-scale
sodium-ion battery system in Colorado. The battery system will be used
by utilities and independent energy producers as part of a shared
pilot program.
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The Center on Global Energy Policy
(CGEP) at Columbia University SIPA hosted
a roundtable
discussing the World Bank's announcement to allow nuclear projects as
part of its lending portfolio.
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The Bureau of Land Management held its
first California
lease sale in
nearly a decade, netting $27 million in winning bids, and
announced plans for a Nevada lease sale to be held in
October.
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DOE announced agreements on 11 projects and two prize
competitions to remove barriers and strengthen American
hydropower.
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Frontier announced a $50M offtake agreement with Planetary's
Tufts Cove project, which removes CO₂ from the atmosphere while
supporting conservation efforts like oyster restoration. The funding
jump-starts Planetary’s next phase, with project deliveries set for
2026.
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In addition to closing $100M Series B
funding, Aalo Atomics was selected by DOE to test its Aalo-X nuclear power
plant as part of the Department's advanced reactor pilot
program.
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In accordance with President Trump's
Executive
Order, DOE is
establishing the Defense Production Act Consortium to increase
domestic nuclear fuel availability and help end reliance on foreign
sources of uranium.
- HyTerra, a geologic hydrogen company,
recorded
natural hydrogen volumes of 83% at its Nemaha Project in Kansas. These
are promising results, and production tests will show if the hydrogen
can be commercially extracted at scale.
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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!
View this Rundown online.
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