Lea Booth (@LeaBoothJr) header
Lea Booth (@LeaBoothJr) profile picture

Journalist focused on energy, mostly. Incoming Masters in IR student at @SAISHopkins

Washington, D.C.
Joined January 2015
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Lea Booth retweeted
When Republicans control the White House, they abuse the permitting process to block solar & wind projects. When Democrats control the White House, they abuse the permitting process to block oil & gas projects. But energy infrastructure projects of all kinds require massive upfront investment (nuclear, solar, geothermal, wind, transmission, batteries, nat gas, etc). Investors won't finance the billions of dollars in capex we need in such an uncertain regulatory environment. Energy abundance requires permitting certainty, and the Freedom Act is the first bill that would make it happen.
🚨 Major new permitting reform bill just dropped! The FREEDOM Act tackles one of the biggest barriers to energy projects: permitting certainty. The problem is executive abuse of permitting. Officials can use permitting rules to kill projects from disfavored industries. Democratic presidents use permitting to block oil & gas. Republican presidents use it to block solar & wind. The FREEDOM Act would end this by creating the certainty needed for energy abundance. The new bipartisan FREEDOM Act is led by @RepJoshHarder, and also sponsored by @RepMikeLawler, @RepChuckEdwards, @RepAdamGrayCA, and @RepDonBacon. Why permitting abuse is hard to fix The executive branch has enormous control over permitting. There are 5 stages where agencies can kill disfavored projects: Pre-application: Gov can close off new applications (e.g. leasing moratoriums) Application: Agencies can refuse to process applications Processing: The executive can slow-walk permits or pause indefinitely (e.g. LNG pause, current renewables pause) Litigation: Gov can sabotage sponsors by siding with NIMBY lawsuits Construction: Gov can revoke permits or issue stop-work orders How the FREEDOM Act solves it The bill puts strict guardrails on the permitting process and backs them with court-enforceable remedies. Applications: Executive must certify complete applications within defined timeframes. → Remedy: Sponsors can sue, agencies pay daily fees for violations. Processing timelines: 90 days for routine permits, 1 year for complex permits, 2 years for NEPA EIS reviews. → Remedy: Sponsors can sue, courts can appoint contractors to finish reviews. Litigation: Bans voluntary remand without sponsor consent. Construction: Strict limits on revocations and stop-work orders. The executive must show harm and prove no alternative exists. → Remedy: Courts can award full damages for wrongful revocations. Extra protection FREEDOM creates an optional insurance program. Sponsors can buy in at 1.5% of project cost. The program pays out if agencies violate the law (e.g. timelines and revocations). Miscellaneous FREEDOM adds several miscellaneous provisions on geothermal permitting, some small lease changes, and a small tweak to judical review. FREEDOM shows real certainty is possible The FREEDOM Act is the first bill to offer a path to real permitting certainty. Congress should build on this momentum and negotiate a broader permitting reform deal with permitting certainty, transmission reform, NEPA reform, and clean water reform.
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Tomorrow is going to be a big day for nuclear power in the United States.
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It's real: Indian Point nuclear plant can run again. Call it a Rebuild rather than a Restart. Containment dome cuts might be the easiest thing. No tensioning so just patch the hole and you're good to go. Turbines are ready to go. Hardest may be the reactor heads and internals. Need to order new heads from Korea or Japan. In total: as short as four years and in the best case a few billion dollars each. Call it $10b for as much as $20 billion in market value of electricity over the next twenty years of plant life post rebuild. Indian Point could then run for decades longer than that. I'm convinced. This needs to happen.
INDIAN POINT RESTART: REAL OR NOT? Just landed and went straight from La Guardia to Indian Point. Starting out New York Climate Week the hard core way: an investigation deep into the heart of the machines that gave New Yorkers the best 30% of their city's power. I'll report back from inside containment. I have to find out the truth before I hit the glitzy stages of the conference circuit. Follow along with me.
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I was on the biggest solar farm in Canada with 1.5 million panels. The most interesting thing I saw was the solar panels have increased the yield of the grass by protecting it from the sun and wind. I've become friends with the farmer who is fifth generation and he has built up a herd of 2,000 sheep to graze it. The panels have provided a ton of value to his family's land.
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Do it! More than two gigawatts of round the clock emissions free power deliverable straight into NYC. Closing it was a huge mistake. Let's fix that mistake now.
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Fact check: True!
A lot can change in a decade!
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The bulk of the world's intellectual talent lies within this green oval. If America cuts ourselves off from that talent, we are part of the global periphery.
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The NRC is being drained of expertise left and right. Caputo is now the second commissioner to leave this year. The Senate must ensure these vacancies are filled with pragmatic leaders, not partisan idealogues. We cannot allow Trump to DOGE the NRC.
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The US Nuclear Regulatory Commission provides a powerful legal barrier against antinuclear forces in the USA who seek to delay and destroy nuclear energy through legal uncertainty. But now the NRC is under full-scale attack from a bunch of folks who don't seem to understand the crucial role the NRC plays in protecting nuclear energy from endless, arbitrary legal attack and investment-killing uncertainty. Just a few minutes ago Republican Annie Caputo, perhaps the most pro-industry NRC commissioner of them all, resigned. @AlexCKaufman has the scoop. Caputo apparently resigned rather than be compromised by politics of NRC independence destruction. The NRC helps ensure that there is only a tiny, extremely tough attack surface for antinuclear legal efforts to target. Running a reactor for 60 years? 80 years? There is very little that antinukes can do to stop it when the NRC says yes (and the NRC has agreed with its engineers and has said yes over and over). Balkanizing nuclear regulation by handing it over to overworked and unqualified national or state-level bureaucrats and politicians radically expands nuclear's legal attack surface while making it thin and penetrable. If I were at the Sierra Club or another antinuclear lobbying organization, I'd be delighted by the openings to attack nuclear energy this creates. You don't have to win your lawsuit against nuclear, you only have to delay it and add uncertainty to kill off a nuclear plant project. This was the playbook that the NRC killed off over time. Does the NRC need to be reformed? Yes! Can it move faster? Yes! And this reform was happening and so is the speed-up. I've not met any serious, seasoned pro-nuclear expert who doesn't agree. But not a single one thinks the Commission itself should be politized or eliminated. The NRC in the past has sharply limited the influence of antinuclear politicians from hurting nuclear. Texas, for example, is attacking the NRC both from a "pro-nuclear" AND an antinuclear position! And we want to trust Texas non-technical lawyers and politicians to not abuse their nuclear power to hurt nuclear if it's politically expedient, as is happening now by trying to block a spent fuel storage facility? And the vast majority of delays in developing and deploying new nuclear reactors have causes OTHER than the NRC. Developing nuclear reactors that function well is really hard! Building nuclear plants is hard! Blaming the NRC from the outside is easier than learning nuclear engineering or deployment history! I hate seeing the current nuclear renaissance be jeopardized by ill-considered attacks on perhaps the most nuclear-friendly major regulator in the world. I work on nuclear energy around the world and though the NRC isn't perfect, for those of us who love nuclear energy and want to expand it, it's better than pretty much any other regulator in a democracy. I will be speaking out more publicly about this attack on nuclear energy's legal basis in the USA and I ask those who know the truth about this issue but who have not spoken out publicly to make your voices heard.
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Join our clean energy symphony with nuclear power and dolphins! 🐬⚛️
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👀 🍿 🫢
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Discussed this in my article "Chernobyl Revisited" for @quillette over two years ago now! Link in comments
Chernobyl happened 39 years ago as of today. One thing that always surprises people is that within 6 months of the accident, the other reactors at the site were turned back on and continued producing power for years.
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let's build some pipelines!
Regional power prices are approaching abomination levels. And the Northeast and California are leading the pack in big increases for large populations. Something must be done.
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Lea Booth retweeted
Micro reactor developers and investors have made a purposeful choice to alter the nuclear cost allocation paradigm. They KNOW that their reactors will use an expensive fuel, often Triso-coated fuel particles with HALEU as the uranium component. They might even make it more expensive by choosing a fuel compound that isn’t the industry standard of UO2. Why would they make such a seemingly illogical choice? Aren’t they giving up one of nuclear energy’s key advantages – cheap fuel? “Everyone knows” that reactors have very high capital costs per unit of capacity, and that they have very low fuel costs per unit of energy produced. Those facts combine to produce cost accounts where paying off capital borrowing and the associated interest cost dominate the cost of each kilowatt hour of electricity. Fuel for each kilowatt hour might be just 10-20% of the calculated cost of electricity. This paradigm pushes reactor owners to run their plants at full capacity whenever possible because that helps spread the fixed capital cost over a larger number of kilowatt hours. But the thermal power plants that customers have proven through their purchase decisions during the past 30 years have much lower capital costs and much more unpredictable – often very high – fuel costs. With the chosen fuel forms, micro reactor developers – along with several advanced reactor developers – have consciously chosen a route that might end up with reactors that have surprisingly low capital costs enabled by using “the most robust fuel form” available. When full containment of radioactive material is assured by expensively applied coatings on the fuel itself, a large portion of the typical systems, structures and components used in reactor designs are no longer needed. Low capex, higher fuel costs can be a feature, not a bug. In the next part of this thread, I’ll provide a link to a more complete exploration of this paradigm-altering design choice. It’s not for everyone, and it might not work, but it isn’t an accident or an illogical product development path.
FUEL COST: A MAJOR CHALLENGE FOR “ADVANCED REACTORS” MIT professor Koroush Shirvan estimates the following fuel costs per MWh for new fuel contracts in North America with today’s higher enrichment costs and low price of natural gas. CANDU: $6-8/MWh LWR: 13-16/MWh HALEU/TRISO: $30-85MWh Natural gas: 25-40MWh A big part of the case for nuclear energy is its low fuel cost about 20-30% of LCOE. This leads to relatively low operational expenses (OPEX) which justify its high capital expense (CAPEX) in the form of highly complex and lengthy construction projects which drives ~60-70% of nuclear LCOE. The LCOE of fossil plants on the other hand is almost the opposite, dominated by OPEX, primarily as fuel costs. For instance, a natural gas plant fuel cost represents ~60-80% of the LCOE. A coal plant’s fuel cost is ~40-70%. A major hurdle, therefore for HALEU/TRISO fuelled “advanced reactor” vendors like @xenergynuclear is that their fuel cost exceeds the fuel cost of natural gas. This makes the business case for such reactors, whose CAPEX intensive LCOE will be driven up even further by an uncompetitive fuel cost extremely challenging. For a deeper dive check out the full interview with Koroush on the @DecoupleMedia podcast. Link in replies.
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“Congratulations to Westinghouse and to AP1000. Let’s build another one, so we can build 10, so we can build 100," says the "Nuclear Congressman," @RepChuck. I couldn't agree more. Like I said, we're going to build fleet after fleet of Industrial Cathedrals. ⚔️⚛️⚔️
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Vogtle took on a lot of heavy lifting for the nuclear industry: - Re-learning how to build nuclear after decades since the start of construction on the last U.S. reactor - Re-establishing fractured supply chains - Training skilled crews that successfully delivered two AP1000 reactors It’s a tragedy there’s no initiative to capitalize on this hard-won experience. Without decisive action soon, the benefits of this project — the workers, the supply chains, the learning — will be lost. We’ll be nearly back to square one with the next first-of-a-kind reactor.
Joe Dominguez, CEO of @CEGCleanEnergy, tells @CERAWeek that the Vogtle nuclear project should be seen as a success. -Unit 4 was 20% less than Unit 3 -$150/MWh is comparable to NY offshore wind prices and far more reliable. He believes we should have built more AP1Ks immediately
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Joe Dominguez, CEO of @CEGCleanEnergy, tells @CERAWeek that the Vogtle nuclear project should be seen as a success. -Unit 4 was 20% less than Unit 3 -$150/MWh is comparable to NY offshore wind prices and far more reliable. He believes we should have built more AP1Ks immediately
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At Diablo Canyon, we love the environment and the environment loves Diablo Canyon.
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