Prospects of Advanced Nuclear Technology Deployment in the United States

Introduction

This presentation, delivered by C3 Solutions President Nick Loris at the APERC Annual Conference 2026, examines the outlook for advanced nuclear technology deployment in the United States. It makes the case that nuclear power is positioned to play a central role in meeting America’s rising electricity needs, especially as demand grows from AI data centers, electrification, reshoring, and broader economic expansion. With bipartisan support in Congress, strong public backing, and major private-sector commitments from companies such as Microsoft, Google, Amazon, and Meta, the presentation highlights how nuclear energy can provide reliable, firm, 24/7 clean power while strengthening American energy security.

The presentation also outlines the policy reforms and market conditions needed to accelerate deployment, including modernized NRC licensing, streamlined permitting, expanded fuel supply chains, improved spent fuel management, and greater use of existing energy infrastructure and federal lands. Looking beyond the domestic market, it argues that U.S. nuclear leadership is also a matter of global competitiveness, as Russia and China expand their influence through reactor exports and fuel supply relationships. For policymakers, the central takeaway is clear: advanced nuclear can help meet America’s energy, economic, environmental, and security goals, but only if the United States removes regulatory barriers, strengthens supply chains, and creates a durable pathway for innovation and deployment.

The Senate Permitting Bill Would Speed Infrastructure Reviews Without Sacrificing Endangered Species

The Bipartisan American Affordability and Jobs Act of 2026 (BAAJA), introduced by Senators Shelley Moore Capito (R-WV), Mike Lee (R-UT), Sheldon Whitehouse (D-RI), and Martin Heinrich (D-NM), offers an opportunity to address that imbalance. The bill would streamline federal permitting, including through targeted Endangered Species Act (ESA) reforms: shorter consultation deadlines, a clearer scientific standard, and a larger role for states.

China’s Critical Mineral Threat Is Real, but Narrower Than Washington Thinks

A year ago, President Trump and Chinese President Xi Jinping met in Busan, South Korea, and agreed to a truce over critical minerals. The two countries had been in the middle of an escalating trade war. China agreed to suspend a set of sweeping rare earth export controls, including licensing rules for products made anywhere in the world containing even trace amounts of Chinese rare earths. The United States, in turn, rolled back several tariffs and paused some of its own export restrictions.

The Data-Center Boom Has a Data Problem

Last month, a bipartisan group of senators introduced the long-awaited Bipartisan American Affordability and Jobs Act, or BAAJA. The sweeping bill would make significant changes to the nation’s infrastructure permitting processes. Buried inside the 400-plus-page bill is a little-known section that would fill a major gap in our understanding of the data-center boom: it would direct the Energy Information Administration (EIA) to begin collecting data on how much electricity data centers use.

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