Article
March 10, 2026
Opinion: America’s Nuclear Moment is An Opportunity to Do Big Things

The US is entering a new chapter in nuclear energy, driven by a simple reality, Co-Chair Secretary John Kerry argues in a new Semafor column: The shifting fundamentals of power demand have made it a necessity.
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May 19, 2026
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Whitepaper
AI, electrification, and industrial reinvestment are driving a structural shift toward a more capital-intensive economy — one where returns increasingly accrue to the scarce physical infrastructure, labor, and systems required to support intelligent growth.