ENERGY SECURITYThe Trump Administration Says It Wants a “Nuclear Renaissance.” These Actions Suggest Otherwise.
For nuclear advocates, it’s an open question whether the Trump administration’s energy officials recognize the scale of the effort that would be required to achieve their purported ambition for a nuclear revival. In fact, some of the actions the administration has taken, such as tariffs and a shake-up at the Tennessee Valley Authority, could be getting in the way of such revival.
In March, in a thunderous op-ed in Power Magazine, a trade publication covering the electricity industry, Republican senators Marsha Blackburn and Bill Hagerty of Tennessee called for President Donald Trump to make some major institutional changes in the Tennessee Valley Authority, America’s biggest public utility.
A couple months earlier, TVA’s CEO Jeff Lyash had announced his retirement. When the board of directors, whose seats are appointed by the president, chose Lyash’s successor, they selected someone from among the utilities current staff — Don Moul, who had been the executive vice president and chief operating officer since 2021. Blackburn and Hagerty expressed concern over the utility’s direction and leadership, saying a new direction was needed if it was to move quickly on building nuclear technology and lead “America’s Nuclear Renaissance.”
“With the right courageous leadership, TVA could lead the way in our nation’s nuclear energy revival, empower us to dominate the 21st century’s global technology competition, and cement President Trump’s legacy as ‘America’s Nuclear President,’” the senators wrote.
“As it stands now,” the senators continued, “TVA and its leadership can’t carry the weight of this moment.”
Blackburn and Hagerty called for Moul’s replacement, intimated a need for reframing the focus of the board, and demanded a stronger focus on development of small modular nuclear reactors, which are purported to be safer, easier to build, and cheaper to run than larger nuclear plants, though only China and Russia have successfully built SMRs to date.
“If we, as a nation, fail to meet this moment,” they wrote, “American leadership in artificial intelligence, quantum computing, advanced manufacturing, and the ability to win conventional wars will be put at risk. If we choose to lead, a Golden Age lies ahead.”
About a week after the op-ed was published, President Trump fired two members of the board — including the chair. It appeared as though the senators were getting what they wanted. But the move may end up backfiring.
Under its prior leadership, the TVA was already moving toward an expansion of nuclear power. During the Biden administration, which touted nuclear as a key ingredient of its decarbonization plans, the TVA marketed itself as a clean energy leader, pointing to its massive fleet of hydroelectric dams and nuclear plants. Lyash was a proponent of nuclear power. He sat on the board of the Nuclear Energy Institute and oversaw plans to build a new small modular reactor in TVA territory.
