Trump's Fossil Fuel Push May Satisfy AI's Soaring Energy Demand — But What About Nuclear?
Trump's Fossil Fuel Push May Satisfy AI's Soaring Energy Demand — But What About Nuclear?
"They get too big and too complex and too expensive," Trump said. "There's a little danger to nuclear—you know, we had some really bad nuclear."President-elect Donald Trump ran on a promise to "drill, baby, drill" in his second term in office, reflecting his continued support of the fossil fuel industry. His stance on nuclear energy, however, is murky.
当选总统唐纳德·特朗普承诺在第二个任期内 “钻探，宝贝，钻探”，这反映了他对化石燃料行业的持续支持。但是，他在核能问题上的立场模糊不清。
What Happened: Following his 2016 election win, Trump called for efforts to strengthen U.S. nuclear energy. During his first term, his administration advanced several nuclear microreactor projects, according to the Department of Energy.
发生了什么：在2016年大选中获胜后，特朗普呼吁努力加强美国的核能。据能源部称，在他的第一个任期内，他的政府推进了多个核微反应堆项目。
However, he may have flip-flopped on the issue. In an interview with podcaster Joe Rogan ahead of the Nov. 5 election, Trump seemingly highlighted the dangers of pushing nuclear energy, according to the Huffington Post.
但是，他在这个问题上可能失败了。据《赫芬顿邮报》报道，在11月5日大选前接受播客乔·罗根采访时，特朗普似乎强调了推动核能的危险。
"They get too big and too complex and too expensive," Trump said. "There's a little danger to nuclear—you know, we had some really bad nuclear."
特朗普说：“它们变得太大了，太复杂了，太昂贵了。”“核能有一点危险——你知道，我们有一些非常糟糕的核武器。”
He then named several nuclear projects that have stalled in recent years.
然后，他列举了近年来停滞不前的几个核项目。
Robert F. Kennedy Jr., an ally of Trump and a possible Trump appointee, has an anti-nuclear track record, according to Utility Dive.
根据Utility Dive的数据，特朗普的盟友、可能被特朗普任命的人小罗伯特·肯尼迪有着反核记录。
Why it Matters: A future widespread adoption of nuclear energy necessitates significant investments in data centers. In turn, data centers require substantially higher amounts of electricity.
为何重要：未来核能的广泛采用需要对数据中心进行大量投资。反过来，数据中心需要更高的电量。
Artificial intelligence is projected to use between 8% and 25% of all U.S. electricity by 2030.
预计到2030年，人工智能将消耗美国所有电力的8％至25％。
Facts show that President Joe Biden's administration produced more oil than Trump's previous administration. He also prioritized nuclear as a clean energy source. The one-term president positioned it as a bridge energy source that provides reliable, carbon-free electricity.
事实表明，乔·拜登总统的政府生产的石油比特朗普的上届政府还多。他还优先将核能作为清洁能源。这位一届总统将其定位为提供可靠、无碳电力的桥梁能源。
The Market Reacts: Regardless of whether he centers nuclear energy as a key part of his domestic agenda, Trump's support of deregulation would likely serve as a tailwind.
市场反应：无论他是否将核能作为其国内议程的关键部分，特朗普对放松管制的支持都可能成为不利因素。
Shares of Vistra Corp (NYSE:VST) have traded up over 13% since Trump's election win. Constellation Energy Corp (NASDAQ:CE) has fared worse, trading down nearly 3%.
自特朗普大选获胜以来，瑞致达公司（纽约证券交易所代码：VST）的股价已上涨13％以上。星座能源公司（纳斯达克股票代码：CE）表现更差，下跌了近3％。
Small reactor companies have seen even more pronounced gains. Shares of Nuscale Power Corp (NYSE:SMR) are up over 20%. Meanwhile, Nano Nuclear Energy Inc (NASDAQ:NNE) has shot up over 26%.
小型反应堆公司取得了更明显的收益。努斯卡尔电力公司（纽约证券交易所代码：SMR）的股价上涨了20％以上。同时，纳米核能公司（纳斯达克股票代码：NNE）已飙升超过26％。
The Trump-Nuclear trade has seemingly died down on Monday and Tuesday.
周一和周二，特朗普与核贸易似乎已经停滞不前。
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