The Trump Effect

#630
#630
TheDirector said:
Wow he says 3/4 of new patients he sees have Trump Derangement Syndrome and it's not healthy. Some on this board need to watch this video and self reflect. TDS is real and it's not healthy!
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Replace Trump with any other Republican with same policies and the result will be the same. They will pivot to Vance next year.
 
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#632
#632
jmacvols1 said:
......this is what I have been waiting on.....




Breaking: US Government and Westinghouse Ink $80 Billion Nuclear Reactor Partnership

Yes, this is a real and major development announced today (October 28, 2025). The Trump administration has struck a landmark strategic partnership with Westinghouse Electric Co., alongside its parent companies Brookfield Asset Management and Cameco Corp., to deploy at least $80 billion in new large-scale nuclear reactors across the United States. This is one of the most ambitious nuclear initiatives in decades, aimed at fueling the explosive growth in electricity demand from AI data centers while bolstering U.S. energy independence and competing with global rivals like China.

Key Details of the Deal
  • Scope and Technology: The agreement focuses on building multiple Westinghouse AP1000 reactors—proven large-scale pressurized water reactors already operating at sites like Plant Vogtle in Georgia (the first two in the U.S.) and in China. Each two-unit plant could generate over 2,200 megawatts of carbon-free power, enough to supply millions of homes or power massive AI infrastructure.
  • Government Role: The U.S. will provide financing (potentially including loan guarantees), fast-track permitting and site approvals, and help identify locations. In exchange, the government gains a "participation interest": once vested (after final investment decisions on $80 billion in projects), it receives 20% of Westinghouse's cash distributions exceeding $17.5 billion. If Westinghouse hits a $30 billion valuation by January 2029, the government could also trigger a public IPO, taking 20% equity equivalent.
  • Timeline and Jobs: Construction could start soon, with equipment orders for long-lead items beginning immediately. The rollout is expected to create over 100,000 construction jobs nationwide, plus 45,000 manufacturing and engineering roles per two-unit plant across 43 states.
  • Funding Ties: Part of the backing comes from a new $550 billion U.S.-Japan trade deal, committing up to $332 billion for U.S. infrastructure, including these reactors and small modular reactors (SMRs).
Why Now? The AI Energy CrunchThis pact directly addresses the surging power needs of AI. Data centers for tech giants like Google, Microsoft, and Amazon are projected to consume up to 9% of U.S. electricity by 2035—doubling current levels and straining the grid for the first time in two decades. Nuclear offers reliable, low-carbon baseload power without the intermittency issues of renewables. Recent examples include:
  • Microsoft's deal with Constellation Energy to restart a Three Mile Island reactor by 2027 for data centers.
  • NextEra Energy's plans to reopen an Iowa plant for Google.
  • Holtec International's push to revive the Palisades plant in Michigan.
The broader nuclear renaissance includes restarts of shuttered plants and potential resumption of stalled projects like South Carolina's V.C. Summer site. While SMRs get much hype for quicker deployment, this deal emphasizes large reactors for scale.Market and Global Impact
  • Stock Reactions: Uranium prices hit $82.63/lb today amid supply tightness, boosting shares in Cameco (CCJ) and related plays. Westinghouse's partners saw immediate gains, with analysts eyeing broader nuclear sector liquidity.
  • Geopolitics: The initiative cements U.S. leadership in nuclear exports (e.g., to Poland, Ukraine, and Bulgaria) and diversifies supply chains away from Russia and China. Commerce Secretary Howard Lutnick called it a boost to "national security and critical infrastructure."
  • Challenges Ahead: Nuclear builds are notoriously slow (5–10 years per plant) and costly—Westinghouse filed for bankruptcy in 2017 due to overruns. Regulatory hurdles and public safety concerns persist, but government backing aims to mitigate these.
This deal signals a pivotal shift: nuclear as the backbone for the AI era, creating economic ripple effects from the Midwest to global tech.

============================================

Market Summary > Cameco Corp
106.91
USD+20.29 (23.42%)today

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breakingthenews.net

US backs Three Mile Island nuclear restart with $1B loan

The Trump Administration approved on Tuesday a $1 billion federal loan to Constellation Energy to restart the Three Mile Island nuclear power plant in Pennsylvania that suffered a partial core meltdow...
breakingthenews.net breakingthenews.net

AI Overview



The
Trump administration has provided a $1 billion federal loan to Constellation Energy to help finance the restart of the Three Mile Island Unit 1 nuclear reactor, which is expected to power around 800,000 homes or equivalent energy needs for data centers. The reactor is not currently operational but is slated to reopen in 2027 or 2028.

Details of the Project
  • Loan Source: The $1 billion loan comes from the Department of Energy's (DOE) Loan Programs Office. This is part of a broader push by the Trump administration to support nuclear power development and the use of government funds to restart shuttered plants.
  • Restart Plan: Constellation Energy plans to invest a total of $1.6 billion to restore Unit 1, which has been shut down since 2019 for economic reasons. The facility has been renamed the Crane Clean Energy Center (CCEC).
  • Power Purchaser: The project is primarily driven by a 20-year power purchase agreement with Microsoft, which will buy all the electricity generated to power its growing artificial intelligence (AI) data centers.
  • Current Status: The plant is undergoing significant renovations, including infrastructure inspections and the ordering of major equipment. The restart is contingent on final approvals from the U.S. Nuclear Regulatory Commission (NRC).
    • Power Capacity: Once operational, the reactor is expected to generate approximately 837 megawatts of electricity, enough to power more than 800,000 homes.
The infamous Unit 2 reactor, which suffered a partial meltdown in 1979, is a separate facility and remains permanently shut down and in the process of decommissioning
 
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#634
#634
jmacvols1 said:


breakingthenews.net

US backs Three Mile Island nuclear restart with $1B loan

The Trump Administration approved on Tuesday a $1 billion federal loan to Constellation Energy to restart the Three Mile Island nuclear power plant in Pennsylvania that suffered a partial core meltdow...
breakingthenews.net breakingthenews.net

AI Overview



The
Trump administration has provided a $1 billion federal loan to Constellation Energy to help finance the restart of the Three Mile Island Unit 1 nuclear reactor, which is expected to power around 800,000 homes or equivalent energy needs for data centers. The reactor is not currently operational but is slated to reopen in 2027 or 2028.

Details of the Project
  • Loan Source: The $1 billion loan comes from the Department of Energy's (DOE) Loan Programs Office. This is part of a broader push by the Trump administration to support nuclear power development and the use of government funds to restart shuttered plants.
  • Restart Plan: Constellation Energy plans to invest a total of $1.6 billion to restore Unit 1, which has been shut down since 2019 for economic reasons. The facility has been renamed the Crane Clean Energy Center (CCEC).
  • Power Purchaser: The project is primarily driven by a 20-year power purchase agreement with Microsoft, which will buy all the electricity generated to power its growing artificial intelligence (AI) data centers.
  • Current Status: The plant is undergoing significant renovations, including infrastructure inspections and the ordering of major equipment. The restart is contingent on final approvals from the U.S. Nuclear Regulatory Commission (NRC).
    • Power Capacity: Once operational, the reactor is expected to generate approximately 837 megawatts of electricity, enough to power more than 800,000 homes.
The infamous Unit 2 reactor, which suffered a partial meltdown in 1979, is a separate facility and remains permanently shut down and in the process of decommissioning
Click to expand...


While I'm all for nuclear power and restarting this plant, the .gov shouldn't be in the business of guaranteeing these loans.
 
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#636
#636
hog88 said:
While I'm all for nuclear power and restarting this plant, the .gov shouldn't be in the business of guaranteeing these loans.
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I'm for it. The money is coming from Biden's trillion dollar Inflation Reduction Act which we know had nothing to do with reducing inflation but a waste of money being spent on false left wing climate narratives and corrupt climate companies. The money will be put to good use reopening this facility. How many billions did Obama and Biden simply give a way to corrupt climate companies many of which failed but the owners of those companies came out very rich?

==========================

grok info on the loan:

The $1 billion loan from the U.S. Department of Energy (DOE) to Constellation Energy is structured as a repayable loan, not a grant or subsidy, under the DOE's Loan Programs Office (LPO). This means Constellation is obligated to repay the principal amount to the federal government, plus interest, over the loan's term.

Key Details on Repayment:
  • Nature of the Loan: It's a direct loan (not a loan guarantee) issued through the Energy Infrastructure Reinvestment (EIR) program, authorized by Congress in 2022 under the Inflation Reduction Act. LPO loans are designed to support innovative energy projects while ensuring taxpayer protection through full repayment. The program has a track record of high repayment rates—over 90% of historical LPO loans have been repaid on schedule.
  • Constellation's Financial Strength: DOE officials, including LPO head Greg Beard, emphasized that Constellation is an "investment-grade" company with strong credit, meaning it could secure private financing without government support. The loan primarily reduces borrowing costs to accelerate the project, but repayment is guaranteed by Constellation's assets and revenue streams, including a 20-year power purchase agreement with Microsoft to buy all output from the restarted reactor.
  • Terms Not Publicly Disclosed: Specific details like interest rate, repayment schedule, or maturity date haven't been released by DOE or Constellation. However, standard LPO loans typically span 10–20 years with market-based interest rates, and borrowers must meet milestones (e.g., regulatory approvals and construction progress) to draw funds. The first disbursement is slated for Q1 2026, with the plant expected online by mid-2027.
  • Risk Mitigation: If Constellation defaults (unlikely given its profile), the loan is secured by project assets, including the reactor itself. The total project cost is $1.6 billion, with the loan covering about 62%, and private investment filling the rest.
 
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#639
#639
jmacvols1 said:
I'm for it. The money is coming from Biden's trillion dollar Inflation Reduction Act which we know had nothing to do with reducing inflation but a waste of money being spent on false left wing climate narratives and corrupt climate companies. The money will be put to good use reopening this facility. How many billions did Obama and Biden simply give a way to corrupt climate companies many of which failed but the owners of those companies came out very rich?

==========================

grok info on the loan:

The $1 billion loan from the U.S. Department of Energy (DOE) to Constellation Energy is structured as a repayable loan, not a grant or subsidy, under the DOE's Loan Programs Office (LPO). This means Constellation is obligated to repay the principal amount to the federal government, plus interest, over the loan's term.

Key Details on Repayment:
  • Nature of the Loan: It's a direct loan (not a loan guarantee) issued through the Energy Infrastructure Reinvestment (EIR) program, authorized by Congress in 2022 under the Inflation Reduction Act. LPO loans are designed to support innovative energy projects while ensuring taxpayer protection through full repayment. The program has a track record of high repayment rates—over 90% of historical LPO loans have been repaid on schedule.
  • Constellation's Financial Strength: DOE officials, including LPO head Greg Beard, emphasized that Constellation is an "investment-grade" company with strong credit, meaning it could secure private financing without government support. The loan primarily reduces borrowing costs to accelerate the project, but repayment is guaranteed by Constellation's assets and revenue streams, including a 20-year power purchase agreement with Microsoft to buy all output from the restarted reactor.
  • Terms Not Publicly Disclosed: Specific details like interest rate, repayment schedule, or maturity date haven't been released by DOE or Constellation. However, standard LPO loans typically span 10–20 years with market-based interest rates, and borrowers must meet milestones (e.g., regulatory approvals and construction progress) to draw funds. The first disbursement is slated for Q1 2026, with the plant expected online by mid-2027.
  • Risk Mitigation: If Constellation defaults (unlikely given its profile), the loan is secured by project assets, including the reactor itself. The total project cost is $1.6 billion, with the loan covering about 62%, and private investment filling the rest.
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Damm, you will contort amd twist yourself in every single way to bow to Trump.

I get it LPO full repayment under Biden = bad. LPO under Trump = good

How about the govt stay out of the loaning $$$ business?
 
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#640
#640
BigOrangeMojo said:
Damm, you will contort amd twist yourself in every single way to bow to Trump.

I get it LPO full repayment under Biden = bad. LPO under Trump = good

How about the govt stay out of the loaning $$$ business?
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as Sammy Kershaw sang "Past the Point of Rescue"....I fear that's where we have been with our dialogue in this country for some time now
 
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#641
#641
BigOrangeMojo said:
Damm, you will contort amd twist yourself in every single way to bow to Trump.

I get it LPO full repayment under Biden = bad. LPO under Trump = good

How about the govt stay out of the loaning $$$ business?
Click to expand...
money was already authorized by congress under Biden to be spent on his corrupt inflation reduction act scam. Better to use that money for a useful purpose in building reliable energy sources as nuclear rather than the left squander it away on 'green' scams. The loan will be paid back with interest so the gov't will make money on the deal..

some are so blinded by TDS.
 
#643
#643
jmacvols1 said:
money was already authorized by congress under Biden to be spent on his corrupt inflation reduction act scam. Better to use that money for a useful purpose in building reliable energy sources as nuclear rather than the left squander it away on 'green' scams. The loan will be paid back with interest so the gov't will make money on the deal..

some are so blinded by TDS.
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How is consistently against subsidized govt loans TDS? Ive railed on about the govt impact on student loans for years. Was against IRA. And yes, Im against this. Govt shouldnt be in the loaning business. Period. If that is TDS, so be it.

So, when a company like NextEraEnergy (a far stronger balance sheet) got subsidized loans and repaid it with interest under IRA, was that good or bad?

I think you have a different kind of TDS since you are always on your knees for Trump.....
 
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#646
#646
utvolpj said:
Or it's just not spent. Better to just not use it right? It's not like there's a surplus of cash
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the money was already appropriated by congress to be used and the gov't will get the money back with interest. I have no problem with the gov't being involved in something like this because it is a win-win......a win for people that more power is being produced and a win in that the the gov't is not losing money like on the green scams of obama/Biden but is instead making money. If the gov't was run more like a business it would not be 38 trillion dollars in debt. All other money in the IRA that was to be spent in the form of grants, rebates, awards etc on green scams should not be spent but should be eventually rescinded. This country has lost trillions due to the green scam lie and the left is silent. But when money is used in a efficient way as this loan the left complains.
 
#647
#647
jmacvols1 said:
the money was already appropriated by congress to be used and the gov't will get the money back with interest.
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Still is not required to be spent is it? Lots of assumptions in your post but the better idea of for the feed give to get out of the loan business
jmacvols1 said:
This country has lost trillions due to the green scam lie and the left is silent. But when money is used in a efficient way as this loan the left complains.
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No, fiscal conservatives are complaining as less debt is preferable. Those aren't from the left and are increasingly harder to find on the right
 
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#650
#650
BigOrangeMojo said:
How is consistently against subsidized govt loans TDS? Ive railed on about the govt impact on student loans for years. Was against IRA. And yes, Im against this. Govt shouldnt be in the loaning business. Period. If that is TDS, so be it.

So, when a company like NextEraEnergy (a far stronger balance sheet) got subsidized loans and repaid it with interest under IRA, was that good or bad?

I think you have a different kind of TDS since you are always on your knees for Trump.....
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it is not a subsidy in the form of just freely giving away money with no strings attached like snap. it is more closely related to being an investment in the country's electric grid producing needed power. The power grid, rare earth metals, etc are an important and strategic to the well being of this country.

I am for things like this that makes money for the gov't-taxpayer. I am against the left subsidizing green scam companies that aquander billions of taxpayer dollars on green scams then close up leaving the owners very wealthy...most likely the owners were leftists themselves.



if you are against the gov't making loans that will be paid back with interest then you should also be against the governments involvement in:

people's personal finances (social security and income taxes), people's healthcare (Medicare/Medicare/Obamacare), education of children, farmer's subsidies, disability benefits, housing, SNAP, FDA, FCC, EPA, lotteries, transportation, space exploration, FEMA, national parks, the arts, scientific research for diseases, labor laws, banking, DEI, USPS, maritime shipping, etc etc etc etc etc etc
 
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