Post 074 creates a new pairing. X-energy LOIs for utility-scale SMR plants show project finance appetite for long-dated nuclear. The conversion from LOI to firm PPA is the next step; Post 074 shows the financing logic is in place ahead of it.
The signals around the crisis that started this story are shifting. A possible deal on the Strait of Hormuz has moved oil. But the AI buildout hasn't waited to see how it resolves. It has detached from the public systems that used to govern it and is assembling a power system of its own.
Post 074 creates a new pairing. X-energy LOIs for utility-scale SMR plants show project finance appetite for long-dated nuclear. The conversion from LOI to firm PPA is the next step; Post 074 shows the financing logic is in place ahead of it.
The signals around the crisis that started this story are shifting. A possible deal on the Strait of Hormuz has moved oil. But the AI buildout hasn't waited to see how it resolves. It has detached from the public systems that used to govern it and is assembling a power system of its own.