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.
當選總統特朗普在競選承諾中提到將在他的第二個任期內"鑽油"，表明了他對化石燃料行業的繼續支持。然而，他在覈能問題上的立場似乎模糊不清。
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.
事件經過：在他2016年當選總統後，特朗普呼籲加強美國的核能。在他的第一任期內，根據能源部的說法，他的政府推動了幾個核微堆項目。
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.
然而，他可能在這個問題上反覆無常。在11月5日選舉前接受播客主持人喬·羅根的採訪中，特朗普似乎強調了推動核能的危險，據《赫芬頓郵報》報道。
"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."
"它們變得太龐大、太複雜和太昂貴了，"特朗普說。"核能有一些危險——你知道，我們曾經有一些非常糟糕的核能問題。"
He then named several nuclear projects that have stalled in recent years.
然後他列舉了幾個最近幾年陷入停滯的核項目。
Robert F. Kennedy Jr., an ally of Trump and a possible Trump appointee, has an anti-nuclear track record, according to Utility Dive.
特朗普的盟友、可能是特朗普的提名人之一的羅伯特·F·肯尼迪，根據Utility Dive的說法，有反核記錄。
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.
爲什麼重要：未來廣泛採用核能需要對數據中心進行重大投資。反過來，數據中心需要大量更高的電力。
Artificial intelligence is projected to use between 8% and 25% of all U.S. electricity by 2030.
人工智能預計到2030年將佔到所有美國電力的8%到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.
事實表明，拜登總統的政府生產的石油比特朗普之前的政府更多。他還將核能作爲清潔能源的重要來源。這位只任一屆總統將核能定位爲一種可靠的、無碳的電力橋樑能源。
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.
市場反應：無論他是否將核能作爲國內議程的重點，特朗普對去監管的支持可能會成爲一股助力。
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%.
維斯特拉公司（紐交所：VST）的股價自特朗普當選以來上漲了超過13％。康斯泰雷尼公司（納斯達克：CE）則表現不佳，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%.
小型反應堆公司的股價漲幅更加顯著。Nuscale Power Corp（紐交所：SMR）的股價上漲超過20％。與此同時，Nano Nuclear Energy Inc（納斯達克：NNE）的股價上漲超過26％。
The Trump-Nuclear trade has seemingly died down on Monday and Tuesday.
特朗普核能交易似乎在週一和週二有所冷卻。
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