Mike Dubreuil (post published 2026-05-10) says industry can cut nuclear project…

Brief

Mike Dubreuil (quoting Matt Loszak) argues that using Advanced Project Delivery—collaborative contracting, advanced work packaging, production science, and lean—can push nuclear down a cost curve: at 12–15¢/kWh it serves AI centers, remote industry and military bases; 7–10¢/kWh opens municipal utilities, heavy industry and desalination; ~3¢/kWh unlocks widespread desalination, steel, e‑fuels, hydrogen and much more, with fuel for ~4 billion years.

Key details

Matt Loszak projects nuclear cost tiers: 12–15 ¢/kWh would serve AI data centers, remote mining/oil & gas, and military/islanded bases; 7–10 ¢/kWh would serve small municipal utilities, heavy industry/process heat, major desalination, and developing nations at scale.

Loszak claims ~3 ¢/kWh would be a 'holy-grail' energy product enabling inland desalination and pumping, agriculture and megacity water security, steel (DRI + electric), full thermal substitution in cement, e‑fuels/ammonia, cheap electrolysis hydrogen, islanded grids, large-scale carbon removal, vertical farming, atmospheric water generation, and ubiquitous energy‑intensive compute — and there is enough nuclear fuel for ~4 billion years.

Industry can do its part to reduce the cost through the use of modern Advanced Project Delivery methods such as collaborative contracting, advanced work packaging, production science, and lean.

Matt Loszak (@MattLoszak)

As we come down the cost curve with nuclear, we'll unlock more and more markets:

➡️ 12-15 ¢/kWh:
- AI data centers
- Remote industry (mining, oil & gas)
- Military / islanded bases

➡️ 7-10 ¢/kWh:
- Small municipal utilities
- Heavy industry & process heat
- Major desalination projects
- Developing nations at scale

➡️ 3 ¢/kWh:
- Everyone; holy-grail energy product
- Water cost drops dramatically. Inland desal + pumping becomes viable
- Agriculture + megacity water security unlocked
- Steel (DRI + electric)
- Cement (full thermal substitution)
- Synthetic fuels (e-fuels, ammonia)
- Hydrogen at scale (electrolysis becomes cheap)
- No grid buildout required first, full islanded mode possible
- Industrialization accelerates massively
- Guilt-free energy abundance
- Large-scale carbon removal if desired
- Atmospheric water generation
- Vertical farming at scale
- Energy-intensive compute everywhere desired

It's a good thing there's enough nuclear fuel to last us 4 billion years...

— https://nitter.net/MattLoszak/status/2052791926194417822#m

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