美国的军事战备取决于可部署的核动力
America's Military Readiness Depends On Deployable Nuclear Power

原始链接: https://www.zerohedge.com/military/americas-military-readiness-depends-deployable-nuclear-power

能源安全已从经济议题转变为美国国家安全的核心支柱。随着全球与中国的竞争加剧,美国维持军事优势、为国防工业基础提供动力以及支持人工智能驱动的数字基础设施的能力,均依赖于可靠且全天候的基荷电力。 詹姆斯·杜索(James Durso)认为,小型模块化反应堆(SMRs)对实现这一使命至关重要。与容易受到网络攻击和自然灾害影响的传统电网不同,SMRs 提供“表后”部署模式,能为关键任务设施提供安全、本地化的电力。此外,SMRs 还减少了对俄罗斯铀矿等不稳定、受外国控制的燃料供应链的依赖。 尽管许多反应堆设计距离获得监管批准仍需数年时间,但作者强调了当前地缘政治气候的紧迫性。随着中国积极扩大其核能产能,美国必须优先考虑可部署的技术。纽斯凯尔电力公司(NuScale Power)目前是唯一拥有经核管会(NRC)批准技术的开发商,这标志着从理论研究向可实施基础设施的关键转变。归根结底,部署小型模块化反应堆不仅是一项能源战略,更是维护美国工业和地缘政治领导地位所必需的关键国防要务。

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原文

Authored by James Durso via RealClearDefense.,com,

For decades, energy policy in Washington was debated on the basis of economics, climate change, and domestic politics. That era is over. The United States is entering a period where energy security must be recognized as a core pillar of national security and military readiness.

The global competition underway with China is not just about trade or tariffs. It is about industrial capacity, technological dominance, artificial intelligence (AI), semiconductor manufacturing, and defense production – all of which depend on a foundational requirement: abundant and reliable electric power.

America’s future military superiority will rely in part by whether the nation can generate enough resilient, secure baseload electricity to support its defense industrial base and rapidly expanding digital infrastructure.

That is why deployment of Small Modular Reactors (SMRs) must be a top national priority.

The United States faces a convergence of unprecedented energy demand and an electric grid that is at capacity and is vulnerable to cyberattacks, physical sabotage, transmission bottlenecks, and extreme weather events.

Intermittent energy sources alone will not meet the scale or reliability requirements necessary to sustain America’s strategic position. The nation requires dependable, 24/7 baseload power capable of supporting critical infrastructure under all conditions – including during natural disasters, geopolitical crises, or military conflicts.

Advanced nuclear energy, delivered by SMRs, is rapidly emerging as one of the few realistic solutions capable of meeting those demands on a shorter timeline than legacy power systems.

Unlike traditional large-scale nuclear plants, SMRs are designed to be smaller, factory manufactured, and more flexible in deployment. They can be built to support specific industrial facilities, defense installations, AI infrastructure, and in remote or constrained environments where grid reliability is a concern.

The national security implications are significant.

Modern military operations are increasingly energy intensive. Defense installations, logistics hubs, shipyards, semiconductor fabrication plants, weapons production facilities, and command and control infrastructure all depend on uninterrupted electricity. Yet many of these facilities remain dependent on centralized transmission systems vulnerable to disruption.

One of the most strategically important developments in the SMR sector is the growing focus on “behind-the-meter” deployment capability — the ability to place reactors adjacent to mission-critical facilities rather than relying exclusively on long-distance transmission infrastructure.

This approach could fundamentally reshape military and industrial resilience in the United States.

Distributed advanced nuclear generation could provide secure dedicated power to defense installations, industrial corridors, AI campuses, and manufacturing hubs while reducing dependence on vulnerable grid infrastructure without competing for electric power with civilian communities. It could also improve survivability during cyberattacks, physical sabotage, or grid instability scenarios.

Equally important is the question of fuel security.

One of the least discussed but most consequential challenges facing the advanced nuclear industry is fuel availability. Several next-generation reactor concepts depend on High-Assay Low-Enriched Uranium (HALEU), a fuel source that lacks large-scale commercial availability in North America and is tied in part to Russian-controlled enrichment capacity.

That presents a strategic vulnerability the United States cannot afford to ignore.

Energy independence cannot exist if critical fuel supply chains remain dependent on geopolitical competitors or unstable foreign markets. Any serious national nuclear strategy must prioritize technologies capable of operating with commercially available fuel supported by secure supply chains.

This is where deployment readiness becomes critically important.

For years, much of the advanced nuclear conversation has focused on future concepts, demonstration projects, and theoretical deployment timelines. But America’s strategic competitors are not waiting. China is rapidly expanding its nuclear footprint domestically and internationally as part of a broader geopolitical strategy tied to industrial influence and infrastructure dominance. The U.S. Department of Energy reports that from 2014 to 2023 China increased installed net nuclear capacity almost three times, and that domestic experience is the basis for Beijing’s push to export 30 nuclear reactors by 2030 to countries participating in the Belt and Road Initiative.

The United States must move with urgency, and the technology exists to do it now.

Today, NuScale Power is the only SMR developer with full U.S. Nuclear Regulatory Commission standard design approval under the modern Part 52 licensing framework and the only company currently positioned with a commercially deployable, regulator-approved SMR technology transitioning to manufacturing.

That distinction matters because licensing is the hurdle that will determine which technologies are deployed in the next decade.

Most competing SMR and Generation IV reactor companies, to include WestinghouseOkloTerraPower, and X-Energy are years away from NRC approval, rely on unproven fuel supply chains, or continue operating within demonstration programs without commercially deployable designs. Many experts acknowledge that several competing technologies may not achieve meaningful commercial deployment for another decade or longer.

NuScale’s position does not simply reflect a business milestone but the reality that the United States currently has NRC-approved SMR technology with a near-term pathway toward commercial deployment at scale.

The recent collaboration involving the Tennessee Valley Authority, ENTRA1 Energy, and NuScale is important not simply because of the companies involved, but because it signals a broader shift from discussion to deployment.

The proposed initiative, potentially involving up to six gigawatts of SMR capacity, reflects growing recognition that advanced nuclear energy may soon become indispensable to supporting America’s industrial expansion, digital economy, and national security infrastructure.

This is an exciting development that underscores a reality policymakers must confront: deployment timelines matter.

The United States does not have the luxury of waiting another decade for energy technologies trapped in prolonged licensing processes, uncertain fuel pathways, or unresolved manufacturing challenges. Strategic competition is accelerating now.

This is not an argument for abandoning other energy sources. It is an argument for recognizing that advanced nuclear power is increasingly becoming an essential component of America’s long-term energy resilience strategy alongside fossil fuels and renewables.

The debate over SMRs should not be framed as solely an energy issue.

It is fundamentally about whether the United States can maintain military readiness, secure critical infrastructure, support advanced manufacturing, power the AI revolution, and preserve geopolitical leadership in an increasingly unstable world.

Energy dominance is no longer simply economic policy. It is national defense policy. Small Modular Reactors allow America to maintain its strategic advantage.

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