The nuclear power industry is currently promoting designs for small modular reactors, or SMRs, that will supposedly be cheaper, safer, and faster to build than older nuclear power plants. Bill Gates and Amazon are investing in the technology. Moreover, some environmentalists, including Mark Lynas and Bill McKibben, support SMRs in the hope that they can lower carbon emissions. And, according to polls, far more Americans now approve of the development of nuclear energy than was the case just a decade or two ago.

This year, the world has been plunged into a global energy crisis: With the closure of the Strait of Hormuz, nearly a fifth of world oil shipments have been held up, with economic impacts likely to reverberate for months or years. World leaders are suddenly desperate for energy alternatives, and are turning to solar, coal, and nuclear. At the same time, electricity demand for data centers is exploding, and builders of those centers hope to use SMRs to power artificial intelligence (AI).

In short, it looks like a great moment for the nuclear industry.

Yet Indigenous peoples, technology critics, and old-school environmentalists still oppose nukes—even in new, highly touted forms. I agree with their critiques. In this article, we’ll look at the current nuclear revival and see why it may end up being a zombie attack.

Before looking at SMRs specifically, it’s helpful to understand the status of the nuclear industry in more general terms. The industry’s potential resurgence comes after three decades in the doldrums following the Chernobyl catastrophe in 1986. Today, roughly 440 nuclear power plants, spread across 30 countries and with a combined net capacity of around 400 gigawatts (GW), provide about 10% of the world’s electricity.

If you think, as I do, that the global polycrisis is an inevitable outgrowth of industrialism and its consequences (resource depletion, pollution, and overpopulation), then you’re likely to view SMRs as a pointless and dangerous waste of resources.

The US, which has the largest number of plants of any country (96), is seeing a slow phaseout of old reactors (average age 44 years), but has commissioned three new ones during the last decade. China is now operating 60 reactors, with up to 40 others under construction. India is likewise hoping to grow its nuclear industry rapidly and is experimenting with fast breeder reactors. Globally, the International Energy Agency forecasts total nuclear power capacity to grow to over 700 GW by 2050, and small modular reactors are expected to make up a significant share of this growth. A year ago, the Trump administration unveiled an ambitious nuclear strategy that includes a goal to quadruple the United States’ nuclear capacity by 2050, with SMRs playing a key role.

The principal drivers of renewed interest in nuclear power are climate change (globally), the Trump administration (in the US), tech companies’ voracious demand for electricity, and Asian nations’ hunger for more industrial power. Most nations want to limit their carbon emissions, and the main low-carbon alternatives to fossil fuels are solar, wind, hydro, and nuclear. Solar and wind are intermittent (“variable”) sources, requiring energy storage to align electricity supply with demand. Hydro has limited potential for growth. That leaves nuclear power, which has the advantage of being reliable and steady, and has possibilities for expansion.

If it’s helpful to understand why the industry is growing again, it’s just as important to know the reasons for its long period of dormancy:

Cost: Nuclear power plants are complex and expensive, employing technology that’s internationally regulated due to concerns about proliferation of nuclear weapons. Despite over 80 years of the industry’s development, nuclear plants still take a long time to build and are often plagued with cost overruns.

Fuel: Uranium, the fuel for nearly all existing nuclear power plants, is a depleting nonrenewable resource, and supplies are running short. Uranium mining is a dirty, expensive process, and mine closures, mostly due to resource depletion, are expected to lead to fuel shortfalls by 2035. While geologists have identified more uranium resources, opening new mines will entail further environmental destruction and harm to human communities, of which the uranium mining industry already has a grim history.

Waste: Despite decades of research, the global nuclear industry still has found no good place to put the 300,000 tons of nuclear waste—as well as 480,000 tons of depleted uranium in the US alone—that it has produced in the last 80 years.

Safety: While nuclear accidents are relatively rare, they can be devastating and expensive when they occur. The Fukushima disaster of 2011 resulted in direct cleanup costs of up to $180 billion as of 2016, but the damage still has not been completely contained, and indirect costs to human health have been estimated at half a trillion dollars. Further, nuclear power technology is still tied to the threat of nuclear weapons proliferation.

Water Issues: Nearly all nuclear power plants use water as a coolant and are highly vulnerable to droughts and floods. Droughts reduce the availability of water for cooling, while floods (nuclear plants are generally built next to rivers, lakes, and other bodies of water) damage safety infrastructure and risk contaminating water sources.

If the nuclear industry can overcome its historic obstacles, a door is open. According to the industry, small modular reactors are the main way forward.

SMRs: Promise or Hype?

The main arguments for SMRs are that they would be cheaper and faster to build than conventional power plants; that they would be safer; and, being smaller, that they could be installed to power remote towns or data centers. The idea is to build components in a centralized factory and then assemble those components at power generation sites.

“Small” is defined as 300 megawatts of electrical power or less. While most existing nuclear plants are in the one-gigawatt (1,000 MW) range, some proposed SMRs are 20 megawatts or less; these are called “micro” reactors.

For the most part, SMRs are still at the design stage. China has one SMR under construction. In the United States, TerraPower, founded by Microsoft’s Bill Gates, has received a permit to build a 345-megawatt (not exactly “small,” but close) sodium-cooled reactor in Kemmerer, Wyoming.

Clearly it is possible to get funding and approval for these new-generation power plants. The big question is, can SMRs deliver on their promises to overcome the historic drawbacks of conventional nuclear power?

Cost: SMRs will only be cheaper to build if large numbers are ordered; the first prototypes may be even more costly than conventional plants. Meanwhile, construction costs per MW of capacity will likely be higher, and operating costs are largely unknown until real-world data can be collected. The cost of electricity from SMRs is therefore also yet-to-be-determined, but preliminary estimates put it much higher than solar or wind.

Fuel: Most proposed SMRs use uranium, but some designs on the drawing boards would use depleted uranium or thorium as fuels (see below). For now, however, the uranium fuel constraint looming over the nuclear industry remains in place. SMRs also won’t use their fuel more efficiently than conventional reactors, despite some claims to the contrary.

Uranium From Seawater: The supply limits of uranium could be greatly expanded by harvesting it from seawater, where the potential resource is enormous—albeit at a concentration of about 3.3 parts per billion. The total oceanic uranium resource is estimated at 4.5 billion tons, over........

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