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2025.09.24 | Utility Crisis Point: Sempra’s Back-to-Basics Meets the Advanced Nuclear Peak Amidst Policy War
Manage episode 508245713 series 3677381
Edmundo Rodriguez에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Edmundo Rodriguez 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The utility sector is undergoing major strategic shifts, highlighted by Sempra’s $10 billion sale of a large stake in its infrastructure partners to focus 95% of earnings on regulated U.S. utilities, prioritizing stable, predictable returns. Simultaneously, the push for massive growth is accelerating as Evergy and Terrapower advance plans for the Natrium advanced nuclear reactor in Kansas, a 500 MW-capable technology specifically suited to handle the high variable load of data centers. This need for massive long-term investment is colliding with a profound policy divide, where aggressive state-level decarbonization efforts contrast sharply with conflicting federal signals, drastically increasing the cost of capital and policy risk. Ultimately, as investors demand concrete execution over potential and the industry contends with ongoing physical threats like wildfires, the central challenge remains defining a truly credible, fully funded, long-term life cycle plan for these new advanced nuclear technologies.
69 에피소드
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