WSJ What’s News - Nuclear Power’s Reboot

Episode Date: May 10, 2026

The U.S. pioneered early nuclear technologies—not only for war, but also for peacetime, in the form of abundant nuclear energy. After a surge in new reactor construction, the 1979 partial meltdown a...t Three Mile Island precipitated the end of nuclear energy’s expansion in America. But recent calls for reliable, clean energy to fuel AI data centers have shifted attitudes and increased investment and innovation in the industry. Will the AI race be enough to reboot nuclear energy in the U.S.? This episode is part of The Wall Street Journal’s USA250: The Story of the World’s Greatest Economy, a collection of articles, videos and podcasts aiming to offer a deeper understanding of how America has evolved. Listen to previous installments of our USA250 podcast: The Struggle To Keep America’s Workers Safe An Economy Built on Speculation America’s Road to a DIY Retirement Further Reading: Why Fusion Is Considered Energy’s Elusive Holy Grail America’s First Commercial Nuclear-Power Projects in a Decade Just Broke Ground ‘Three New York Cities’ Worth of Power: AI Is Stressing the Grid Inside the Audacious Plan to Reopen Three Mile Island’s Nuclear Plant Five Things to Know About AI’s Thirst for Energy ‘It’s Time for Nuclear’ to Meet Growing U.S. Power Needs, Trump Declares Nuclear Power Is Making a Comeback Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript
Discussion (0)
Starting point is 00:00:00 This is a new era of American innovation. Google AI is helping Americans stay safe from scams. From real-time scam detection on pixel to proactive fishing blocking in Gmail, learn more at g.co slash American innovation. The Miss America competition in 2023 included a lot of what you'd expect from the pageant stage. Sequins, smiles, stilettos. Thousands of candidates competed across the country this year at the local and state level, It's come down to these 51 candidates.
Starting point is 00:00:37 America, 2023. And of course, coordinated dance moves. But amongst all the fanfare, there was a hint about where our country's energy future is headed. Miss Wisconsin had something to say about it. As a nuclear engineer, I'm here to tell you the time to change is now. Nuclear energy is a safe, effective, and zero-carbon method of producing power. Let's embrace clean. energy for a cleaner future.
Starting point is 00:01:10 I did not, first of all, think I was going to win Miss America. Second of all, think a nuclear engineer would become Miss America, but it was such an awesome... Grace Vanderhye, aka Miss Wisconsin, ran on a platform of expanding nuclear power and was crowned Miss America at a pivotal time for energy politics. It was such an awesome time because, like, that was right before AI and all of these energy conversations really started taking place. and I sort of got to be on the forefront of energy conversations and energy education for Americans. Now, just a few years later, we're entering what the Trump administration is calling a nuclear renaissance.
Starting point is 00:01:49 Last year, venture capitalists announced 45 new nuclear energy deals totaling $5.5.5 billion, according to Pitch Book. That's over seven times as many deals as there were in 2018. Proponents of nuclear tout it as the carbon-free solution to a carbon-free solution to a budget. energy future, and the key to winning the AI race. Companies like Google, Meta, and Microsoft are all investing in nuclear plants to satisfy their growing electricity needs. But for decades, nuclear power was a no-go in the U.S. And we can make nuclear power obsolete because we have no choice, because if we don't make it obsolete, it will make us obsolete.
Starting point is 00:02:35 Opinions have shifted dramatically. The race to dominate a new energy-thirsty technology has tech leaders saying nuclear power is more necessary. The most important thing is to win the AI race. We have to have the most infrastructure. We need to have the most data centers. We need to have the most computing power and that means more energy. We're even restarting a reactor on the site of the country's worst nuclear accident. It was the first step in a nuclear nightmare.
Starting point is 00:03:03 How is this nuclear era going to be different? Will the U.S. achieve its unrealized energy goals this time around? It's Sunday, May 10th. I'm Catherine Sullivan for the Wall Street Journal. This is USA 250, a podcast series connecting America's economic present to its past. This is episode 4, nuclear powers reboot. On August 6, 1945, President Harry S. Truman made an announcement that would change the history of war and of science. A short time ago, an American airplane dropped one bomb on Hiroshima and destroyed its usefulness to the enemy.
Starting point is 00:03:44 When we talk about the history of nuclear energy, it's impossible to disentangle it from nuclear weapons. In 1945, the U.S. became the first and only country to drop nuclear bombs in war. With this bomb, we have now added a new and revolutionary increase in destruction. It is an atomic bomb. It is a harnessing of the basic power of the universe. These two bombs killed over 200,000 people in Hiroshima and Nagasaki. It unleashed a level of annihilation never before seen. The Secretive Manhattan Project had developed the bomb.
Starting point is 00:04:24 It also fast-tracked our understanding of a new technology, nuclear fission, or the splitting apart of an atom's nucleus. In the United States, it's that Manhattan Project. that really is the genesis of all of the rest of what has come since. Sarah Roby is an associate professor at Idaho State University, where she studies the history of nuclear science and technology. If nuclear technology was so powerful that it could destroy entire cities, could it also be harnessed to help power cities?
Starting point is 00:04:57 And if so, could it change the way the world got its energy? In a facility in Idaho, scientists began testing different types of nuclear reactors. One of those reactors generated the first nuclear electricity. There's some very famous images of a little string of light bulbs lit by atomic power in 51. This small production proved conclusively that nuclear reactions could generate electricity. The government needed to show people that this technology wasn't only useful in war. It could be used for peace and prosperity too. In 1953, President Dwight D. Eisenhower gave a speech at the United Nations, titled Adams for Peace.
Starting point is 00:05:38 The United States would be more than willing. It would be proud to take up with others principally involved the development of plans whereby such peaceful use of atomic energy would be expedited. The U.S. not only encouraged friendly countries to build nuclear power plants, but also helped share knowledge, and in some cases nuclear fuel with them. And the Eisenhower administration was also undertaking a rebranding campaign at home. You start seeing a lot of film reels and pamphlets and public education materials that sort of say, yes, atomic weapons have been used for this, you know, very powerful war purpose. But let me tell you about the glorious nuclear future that awaits us. It was even popularized in an educational film made by Disney.
Starting point is 00:06:31 The atomic fire is an almost endless. source of heat. We can use it in power stations for producing electricity. Electric power of our modern civilization. And so not only were they, you know, boosting or promoting nuclear power, but civilian nuclear transportation, so in trains and planes and cars even sometimes. And our last wish will come true. If we use the power of this knowledge, in there, spirit. Then the atom will become truly our friend. In terms of the messaging that the public was receiving about the benefits of nuclear power, the phrase that was repeated over and over again is that it will be too cheap to meter.
Starting point is 00:07:20 That was the selling point. That phrase, too cheap to meter, it helped drive enthusiasm for the technology. It was first said by a government official named Louis Strauss. If you saw the movie Oppenheimer, you might be familiar. with Strauss. He was played by Robert Downey Jr. Strauss was imagining a future where nuclear power was so abundant that it would be basically free, too cheap to be tracked by your electric meter. And in 1957, the first commercial nuclear power plant roared to life in Shippingport, Pennsylvania.
Starting point is 00:07:53 This was the first commercial power plant that was hooked up to the civilian grid. And it was inaugurated, you could say, with a lot of fanfare. So Eisenhower actually a you know, the opening ceremony, so to speak, for the shipping port reactor. Nuclear power stations exclusively devoted to peaceful purposes. After that, an era of nuclear energy expansion unfolded. At the same time that fission reactors were popping up across the U.S., the government was working on a new kind of nuclear science. Nuclear fusion.
Starting point is 00:08:32 Nuclear fusion is different from nuclear fission. Fusion requires heating and heating. atoms up to extremely high temperatures until they fuse together, releasing huge amounts of energy. It's the same process that powers the sun. When fusion takes place, a small amount of matter is converted into great energy. Can man imitate and control this fusing action of the sun and so create boundless power? Many consider it the Holy Grail of energy that would generate nearly limitless amounts of power. It added to the excitement for nuclear science, even though we still haven't made it work.
Starting point is 00:09:11 Meanwhile, back in the 1960s, the government was making big predictions for fission. Officials were predicting that there would be 1,000 commercial power reactors in the United States by the year 2000. That never happened. But that's how optimistic they were, that starting new projects and getting more and more reactors on board, that's how optimistic they were feeling about the nuclear future in the, the 60s. At peak, they were about 112 reactors operating in the U.S. That's just over a tenth of the number officials hoped for. Today, they're 94. So what happened? There was a mentality that serious accidents could not happen in the nuclear power world. Victor Galinsky is a
Starting point is 00:09:58 nuclear physicist. He worked on nuclear policy under President Nixon, Ford, Carter, and Reagan. He He first started working in government in 1971. His job was to review licenses for new reactors. He said there was a lot of pressure to approve reactors quickly. You could not raise the possibility of a serious accident. You couldn't say, you know, you should not grant this license because they're not adequate provisions to prevent serious accident. Because a serious accident was deemed to be...
Starting point is 00:10:34 Essentially, not credible. A New York Times investigation in 1974 found that in just the previous year alone, the government found over 3,000 safety violations at nuclear power plants. But they only imposed penalties eight times. Critics, like consumer advocate and future presidential candidate Ralph Nader, said that the government put the commercial interests of the industry over safety. You have a situation where technological arrogance and corporate and governmental investment in the billions
Starting point is 00:11:08 refused to recognize that they have made a terrible mistake. When we come back, the accident that nobody thought could happen happens. For many years, there has been a vigorous debate in this country about the safety of the nation's 72 nuclear energy power plants. That debate is likely to be intensified because of what happened early this morning at a nuclear power plant. plant in Pennsylvania. This is a new era of American innovation.
Starting point is 00:11:40 Google AI is helping Americans stay safe from scams, from real-time scam detection on pixel to proactive fishing blocking in Gmail. Learn more at g.co slash American innovation. On March 28, 1979, Victor Galinsky arrived at his office in Washington, D.C. He'd been appointed as a commissioner of a new independent government agency called the Nuclear Regulatory Commission, or the NRC. The NRC's job was to oversee the safety of the country's nuclear power reactors. I remember I came in the morning and one of the other commissioners rushed by me.
Starting point is 00:12:25 He said, can I use your car? And he was going off to the emergency center. I thought, why is he doing that? It was an accident at the three-mile island nuclear power plant, which is located on an island in the Susquehanna River, 10 miles from Harrisburg. And nobody seemed to know what. exactly what was going on. Operators at Three Mile Island had called in an emergency around 8 a.m. that morning.
Starting point is 00:12:51 The plant was home to two reactors, operated by a company called Metropolitan Edison. And that day, something went wrong. Galinsky wasn't getting a lot of information from the workers on site. But one thing he did know, the radiation meters at one of the reactors was reading way too high. I mean, the feeling I had is things just did not sound right. And I felt there was a lot more dangerous situation than it was described. Officials from Metropolitan Edison Company, which operates the plant, attempted to minimize the seriousness of the accident,
Starting point is 00:13:24 saying the public was never in danger. We may have some minor fuel damage, but we don't believe at this point that it's extensive. It's sort of interesting how emergency work. You imagine everybody's running around scurrying. In reality, everything's slurs. The people living near the plant in a town near Harrisburg called Middletown were also confused about the information they were hearing. At first, they were told not to worry. It wasn't until two days after the accident, a Friday, that things became alarming. Former Middletown resident,
Starting point is 00:14:00 Paula Kinney, was the mother of three young children at the time. She was at home when the governor made an announcement. My next door neighbor, I was setting her hair and my kitchen dining room and Governor Thornburg came on TV and he said as a precaution, we're going to evacuate people within the five-mile radius and those who have preschool children. I am advising those who may be particularly susceptible to the effects of any radiation. That is, pregnant women and preschool. school-aged children to leave the area within a five-mile radius of the three-mile
Starting point is 00:14:47 And that's when all held broke loose. The situation here has become more and more confusing each day's telephone lines in the Harrisburg area are jam and immediate highways are too as more people decide to leave. I think we're very close to a chaotic situation. Part of it I think is a lack of credibility of what we're being told. We were getting conflicting messages if you live in a problem. brick house, open your windows, if you live in a brick house, keep your window shut, your doors shut. I mean, it was complete chaos.
Starting point is 00:15:21 She remembers lines at gas stations and traffic leading out of Middletown as the community emptied out. When the children were brought home, I was so panicked inside, but I didn't want to reflect my panic to my children. So I just said, we're going to go to Nana and pop-ups in Wilkesbara. We're going to go visit them and have like a little mini vacation. Kenny and her family drove an hour and a half away to her in-law's house. They had us all take our clothes and put them in plastic bags and they were disposed of. I felt like a leper.
Starting point is 00:16:01 And then to turn the TV on and to see Walter Karnkeh show films of our neighborhood, where we raised our children. But a nuclear safety group said that radiation inside the plant is at eight times the deadly level, so strong that after passing through a three-foot-thick concrete wall, it can be measured a mile away. The following week was a blur of news updates, expert opinions, and radiation tests. Here's what had really happened, the day of the accident. At around 4 o'clock in the morning, there was a problem with the cooling system at Unit 2. It caused temperatures to rise and triggered an automatic shutoff of the reactor.
Starting point is 00:16:43 A valve at the top of the reactor got stuck open, letting radioactive steam escape into the containment building. Operators didn't realize the valve was open, and they cut off coolant to the reactor, which led to overheating. About half of the uranium fuel inside the reactor melted. After about 10 days, the public was told the threat of radiation had passed. Paula Kinney returned home with her husband and three children. No deaths or injuries were attributed to the partial meltdown. But the experience changed a lot for her. I lost so much trust in our government.
Starting point is 00:17:22 I mean, it was like, I couldn't believe they did this to us. Kinney joined a growing movement protesting nuclear power. Historians say, no more youths, no more nooks. Historian Sarah Roby says the partial meltdown at Three Mile Island was a key moment for the anti-nuclear movement in the U.S. That was scary enough to enough people that public opinion dropped off precipitously about support for nuclear power. I think lots of people understood it as a very close call, but that maybe it's not worth pursuing this anymore. A movement that had been somewhat fragmented before, 1979 began to coalesce. This was the Cold War and the constant threat of nuclear weapons
Starting point is 00:18:11 contributed to the fear of nuclear power. A series of no-nukes rallies took place across the country. The first major rally after the Harrisburg accident. And it was an accident. Like this one in San Francisco, where Ralph Nader addressed the crowd. There will be other rallies all over the country as more people, who never had an opinion on atomic energy, join those of you who have been working to stop this technological Vietnam right here in this country. In the decade after a Three Mile Island, 67 nuclear plant projects were canceled.
Starting point is 00:18:55 Public opinion shifted even further against nuclear power after the 1986 disaster at the Soviet nuclear plant, Chernobyl, in current day Ukraine. By mid-1986, polls showed that over 70% of Americans opposed new nuclear power plants in their communities. In addition to this long-term protest against nuclear, there was also kind of a simmering skepticism about the ability of nuclear agencies to do their job well and to be operating in the public interest and to be honest. The NRC did institute sweeping new safety regulations in the 1980s, many of them overseen by Viktor Galinsky. But still, for 25 years, no new plants were built in the U.S. and over a dozen were retired. In 2019, the remaining undamaged reactor at Three Mile Island was shut down.
Starting point is 00:19:51 It was expensive to run, and the economics weren't working out. Activists celebrated. So how did we get from there to the United? the so-called nuclear renaissance we see today. That's after the break. If there's one moment you can pinpoint when interest in nuclear power really started picking back up, it was this one. Just a few weeks before Grace Vander High won the Miss America pageant in late 2022. A new online chatbot is making waves on social media for both its precise and also painfully honest answers. It's called chat GPT, which stands for chat GPT and other AI services,
Starting point is 00:20:41 use huge amounts of energy. And all of a sudden, millions of Americans were using them regularly. And suddenly you have had data centers and tech companies saying they need, you know, gigawatts of power. Jennifer Hiller is an energy reporter at the Wall Street Journal. For the last five years, she's focused on nuclear power. A gigawatt is about what a reactor produces. So to have one facility that takes an entire reactor. worth of power is just something that we hadn't seen before.
Starting point is 00:21:16 So it just really turned the power industry on its head. For context, a gigawatt is about the energy demand of San Francisco. Tech CEOs were talking about adding entire new city's worth of energy needs to the grid, dozens of them. Nuclear companies were listening, including Constellation, the company that owns the Three Mile Island site. In 2023, their CEO, Joe Dominguez, was at a meeting of corporate executives.
Starting point is 00:21:44 He was listening to some leaders in tech. And they were talking about how much power they would need. And he was just stunned by the amount of electricity that the tech folks were talking about needing for AI and the size of data centers that they would build. And so he is sitting at this meeting and thinking, they are going to need nuclear reactors to do this and went home from this meeting and told people at Constellation to start looking at, you know, just what would it take to restart Three Mile Island?
Starting point is 00:22:32 Constellation quickly found a partner in Microsoft to help restart the plant they had retired just five years before. Microsoft signed a 20-year deal with Constellation to buy the energy generated at the site for their AI data centers. Along with Microsoft, Google, Meta, and Amazon have all signed deals for nuclear power. But these companies have a long road to getting nuclear electricity to their data centers. For one, it's expensive. Restarting Three Mile Island, now called the Crane Clean Energy Center, isn't as simple as flipping the lights back on. Constellation estimates it will cost about $1.6 billion.
Starting point is 00:23:11 to restart the one non-damaged reactor. That is also considered kind of low-hanging fruit for getting nuclear power onto the grid. This is kind of the easiest, fastest thing that you can do is just take a reactor that hasn't yet been dismantled and get it back online. Three Mile Island isn't the only plant being restarted. Google is helping fund a reopen of a plant in Iowa. And another plant in Michigan is scheduled to come back online this year. Yeah, this is a big deal. This is new in the U.S.
Starting point is 00:23:48 previously if you closed a nuclear reactor down, if you're decommissioning a nuclear power plant, that's just it, kind of end of story. That plant goes away. If $1.6 billion for Three Mile Island sounds like a lot, in the world of nuclear, it's a bargain. A Bill Gates-backed company called Terra Power, just got permitting to build an advanced type of reactor.
Starting point is 00:24:14 The project is estimated to cost between $4 and $10 billion. Here's Gates on CBS in 2024. I feel great about the support we're getting from the federal government in this nuclear space to take our history of excellence and solve the problem that our current reactors are just way too expensive. Terra Power is among a swath of startups developing their own, smaller next-generation nuclear reactors. The designs use different kinds of fuel, different kinds of cooling systems, and make bold promises. Some are even venturing into the world
Starting point is 00:24:51 of nuclear fusion. I think we're going to get nuclear fusion to work in the next few years. Here's OpenAI's chief executive, Sam Altman, in 2023. And importantly, not just as a scientific demonstration, but as incredibly chief energy and at global scale. You might remember that people have been talking about nuclear fusion since the 1950s. The joke about nuclear fusion is that it's been about 10 or 20 years away for the past 80 years. But that hasn't dissuaded big tech. Sam Altman is invested in a fusion company, as is Bill Gates. Even the Trump family is invested in a fusion energy company.
Starting point is 00:25:32 The Trump administration is trying to support all these nuclear endeavors. President Trump has set ambitious goals to build reactors as fast as possible. He aims to have several operating by this year's Fourth of July. One of President Trump's poor missions when he assumed the presidency was to unleash American energy dominance. Here's the energy secretary, Chris Wright, explaining the president's goals earlier this year. And in fact, he set out a very bold goal. This is just 12 months ago. He said by the 250th anniversary of our Declaration of Independence,
Starting point is 00:26:12 meaning July 4 of this year, we're going to have multiple nuclear reactors critical. People thought that was crazy. To meet this goal, President Trump's administration is rolling back regulations to fast-track these private sector nuclear projects. I asked Jennifer Hiller if she thought all of these companies would be successful. Oh, no. I don't think so. There's definitely a huge hype cycle going on, but we do not yet know who's going to successfully deliver projects. So far, the public is going along with this hype. 61% of Americans support nuclear power generation, according to a Gallup poll from last year.
Starting point is 00:26:56 Just a decade ago, that number was only 44%. In the 1970s, a show. shift in public opinion helped bring the nuclear industry to a halt. This time around, the big question is, will AI give nuclear staying power? Or, like last time, will enthusiasm fizzle out? And that's it for this special edition of What's New Sunday for May 10th. USA-250 Nuclear Power's reboot is produced by me, Catherine Sullivan, with supervising producer Jana Heron.
Starting point is 00:27:30 Additional support from Chris Zinsley, sound design and mixing by Michael LaValle. Fact-checking by Aparna Nathan. Special thanks to Anthony Bansy, Chris Marr, and Adam Stein. Michael LaValle wrote our theme music. Aisha El-L-L-LuSleam is our development producer, and Chris Sinsley is our deputy editor. I'm Catherine Sullivan, and we'll be back next month with the final installment of our USA 250 podcast.
Starting point is 00:27:52 What's News? We'll be back with a new episode tomorrow morning. Thanks for listening. Google is offering free AI training and tools to U.S. small businesses, so they can innovate in ways both big and small. Built by Google experts, the Google AI Professional Certificate equip small businesses with practical AI skills. Through hands-on projects, they can start using AI to get more work done and unlock new opportunities for their business.
Starting point is 00:28:22 This is a new era of American innovation. Find out more at grow.gogle slash business.

There aren't comments yet for this episode. Click on any sentence in the transcript to leave a comment.