Tag: infrastructure

Trump Admin Kicks Off American Nuclear Renaissance With $17.5 Billion Loan Program For Reactor Projects

With hyperscalers set to spend roughly $800 billion on data-center capex this year alone, alongside reshoring and broader grid electrification, baseload power demand is poised to surge.

We have made the case that intermittent solar and wind are no match for the scale and reliability requirements of the modern economy, and that nuclear power is emerging as the clean, always-on power source needed to power the AI era.

The Wall Street Journal reports Tuesday morning that the Trump administration plans to supercharge the deployment of nuclear power with a $17.5 billion low-interest loan program to help utilities finance orders for Westinghouse Electric Co.’s AP1000 reactors.

The Energy Department, under Secretary Chris Wright, plans to make five loans available for two-reactor projects, with the goal of expediting equipment orders and cutting up to three years from construction timelines.

More from the report:

Seven utilities have already signed formal letters of intent for the five available project loans, according to the Energy Department, which didn’t name the utilities.

Wright said the plan to accelerate the deployment timeline of ten reactors will “unleash the next American nuclear renaissance.”

Those reactors “will also help accelerate the timeline of building those large-scale reactors by up to three years, lowering construction costs and ensuring the United States is able to deliver on President Trump’s bold and ambitious energy addition agenda,” Wright said.

The AP1000 reactors, which produce about 1,100 megawatts of power, are slated to come online in 2035 and will generate enough electricity to power a midsize city or a large data center.

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Invasion of the Killer Data Centers

Who controls what data?

Wikipedia tells us that a data center is “a facility used to house computer systems and associated components, such as telecommunications and storage systems. Data centers are critical infrastructure for the storage and processing of information, and they support the global financial system….and artificial intelligence.”

Data centers are being constructed now on a scale never seen before. These big, beautiful data centers have been described as “foundational to how modern society functions.” And, like so many other nefarious things, they are said to be vital to national security. This would be the same society that is so concerned about national security they left the southern border completely open for decades, and are now hot and heavy to merge our military together with that of another nation. In January, 2025, our beloved former President Biden signed an executive order on Advancing United States Leadership in Artificial Intelligence Infrastructure, with a decided emphasis on AI’s central role in shaping the economy and our national defense. This order triggered the development of “domestic AI infrastructure,” visibly represented by large-scale data centers. We have to “ensure U.S. economic competitiveness,” after all. It’s not like building factories and reviving domestic industry would do that.

So who is paying for all these data centers? That’s a bit unclear, as you might expect. We do know that Google invested $40 billion just in Texas for AI and new data centers. One report said Microsoft was planning to spend $80 billion on the same thing in 2025. Something called Digital Realty operates more than 300 data centers worldwide. All we know is that it’s a “real estate investment trust.” A company owned by a Dubai billionaire friend of Donald Trump is kicking in $20 billion. The U.S. worked out some kind of “investment agreement” with Saudi Arabia that amounts to $600 billion. Taxpayers are kept in the dark about lucrative data center subsidies, and one source claims we are paying about $1 million for every data center job created. In Israel, Larry Ellison’s Oracle is building a new data center that takes up nine stories. Underground. For “security” reasons. “Experts” warn that “anti-Israel protesters” are among those objecting to all these new data centers.

As always, the Zionist connection is prominent. In a remarkably revealing recent speech, “AI researcher” Dr. Maya Ackerman told the American Jewish Committee, “instead of trying to control the whole world, and trying to somehow manage what’s happening in this big blob of Wikipedia and social media, we can go directly to the companies with clear technical and advocacy solutions. For the first time, there is a path to correcting the digital world.” I’m certainly no “AI researcher,” but I think the lovely Zionist is confessing to an Israeli desire to control the world here. Just imagine if an Iranian “AI researcher” said this. Or a Russian. Bari Weiss would be up in arms. Jerry Seinfeld might cheer a little less loudly at the next Knicks game. Clearly, there is a powerful consortium pushing for these data centers, and an expansion of AI. In my state of Virginia, over 600 new data centers have been, or are being built. Democrat Gov. Abigail Spanberger is ecstatic about that. But so are Trumpenstein and his cult.

I worked in Information Systems for nearly thirty years, in three different data centers. So my knowledge of data centers is limited to what they historically were. Companies, or government agencies, would utilize a data center to store the data specific to their company or agency. So these sudden super data centers baffle me. One in Utah is said to be envisioned as twice the size of Manhattan. What? How many servers would that require? And what data in Utah is being stored? No particular company built it. No special government agency did. So what is its purpose? What is the purpose of the over 600 data centers springing up in Virginia? Was that much of the state really offline, to require 600 new data centers? Shouldn’t someone be asking these questions? What else could they be used for, other than nefarious AI monitoring? If they’re not for surveillance, explain what they are for. Whose data are they storing, and why is there so much of it? Where was all this data before?

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Half Of Crimea Goes Dark After Ukrainian Strike Hits Thermal Power Plant

Yet more drone attacks sent by Ukraine’s military has crippled much of the infrastructure of the Crimean peninsula. Reuters is confirming significant power outages, while some regional reports say as much as half of all Crimea is without power Tuesday.

One of the regional publications specified that “Yevpatoria, Saki, Krasnoperekopsk, Dzhankoy, and surrounding areas were left without electricity, reports the Ukrainian service of Radio Svoboda.”

“Preliminary, electricity supply is planned to be restored within 24 hours” – after several facilities in Crimea suffered direct hits by inbound drones. Fires have been witnessed at at railway and military facilities. Importantly, a large fire is being reported at a thermal power plant in Kerch, which left the greatest impact in terms of the widespread regional blackout:

Telegram channel “Crimean Wind” has written, “The CHP plant fire in Kerch is confirmed; the fire spread to a reservoir. The monitoring group, relying on satellite imagery, records a smoke plume about 47 kilometers long.”

According to more: “A strike on an oil depot, a TPP-Terminal, port infrastructure, and facilities in the area of Henichesk and the Arabat Spit is also reported.”

It was only two days ago, on June 21, that an oil depot in the Crimean city of Kerch was attacked, it is reportedly still burning, with reports of fires at the sprawling terminal complex’s Kavkaz port.

Life for millions in Crimea is already seriously strained, after those prior Sunday attacks resulted in the most severe fuel restrictions imposed on the population since the war began over four years ago.

Crimean Governor Sergey Aksyonov had previously confirmed the fuel crisis for the whole region, saying, “Today, June 21, starting from 09:00 am, fuel sales at Crimean petrol stations have been suspended” – though he added that fuel would only be sold to state enterprises.

He made clear in a Telegram post that starting Sunday morning local time gas stations across the peninsula would stop selling fuel to individuals and businesses. All cash, card and fuel coupons were immediately halted.

Relentless, nightly drone attacks making life harder on common Russians – in tandem to the Ukrainian population also having suffered immensely under Russia’s bombs and drones…

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“It’s That Bad”: Virginia Residents Battling Constant Noise From Data Center Generators

For more than a year, residents living next to the Vantage Data Centers facility have endured what they describe as a constant, high-pitched whining or ringing sound coming from the site’s massive backup generators – the facility’s only source of electricity.

Unlike most data centers connected to the power grid, this facility runs entirely on its own on-site power plant. What residents were told would be temporary generator testing has become permanent operation.

“They’re Just Never Turned Off”

Neighbor Hari Doue told News Nation that the community was initially assured the generators were only being tested for emergencies.

“We were told in the beginning that they test the generators to make sure they’re working in case of an emergency. And then as the year and the months have gone on, they’re just never turned off,” Doue said. 

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Another day, another illegal billion-dollar bribe to raise your electricity prices

The Interior Department has made another illegal agreement with a gas company to drop development of cheap and clean offshore wind and instead focus on dirty, expensive gas, giving that company the better part of a billion dollars worth of taxpayer money while starving Americans of much-needed electricity.

Wind is one of the cheaper forms of energy we have available to us, and also has the benefit of not causing pollution. Pollution from fossil fuels harms human health, causing millions of deaths and childhood asthma cases and costing trillions of dollars per year globally.

It’s also an important resource at a time when American electricity demand is increasing, leading to higher energy bills as the proliferation of data centers squeezes energy availability.

However, the Department of the Interior, the government agency responsible for usage of public lands including oceans, is currently occupied by Doug Burgum, a fossil fuel advocate who has received hundreds of thousands of dollars in bribes from the fossil fuel industry.

As such, Burgum has done all he can to stop cheap and clean energy projects and to try to benefit dirty and expensive fossil fuels, to the detriment of Americans’ lungs and electricity bills.

Interior has cut off 400k homes worth of power just before Christmas, tried to pause new power generation projects and halt existing constructions, and tried to make permitting harder (while fast-tracking expensive, dirty projects with “concierge” service). His party suggested drastic new fees on wind farms, far in excess of the inspection fees on dirty oil projects.

But many of those efforts have been swiftly reversed by courts due to their illegality.

This hasn’t stopped Burgum from coming up with other illegal ideas to starve Americans of the energy they need.

The latest trend has involved a pattern of bribes given to oil companies from public coffers to convince them to stop development of offshore wind and instead refocus on gas projects.

It started with a nearly-$1B bribe from taxpayer coffers to French oil giant TotalEnergies in March, basically buying out its offshore wind lease in exchange for a commitment to put that money into fossil fuel projects.

Interior made up a fake national security reason for this agreement, even though it is clear that domestic sources of power are far more secure than the kind that start intractable global conflicts. Courts have previously ruled that there are no national security concerns around wind power and Dept. of Defense had signed off on these projects.

But it didn’t stop there. Interior has continued with similar near-billion-dollar bribes, with an $885 million deal in April, and another near-billion-dollar deal today.

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Ukraine Hits Moscow Oil Refinery Causing Black Skies, But Kremlin Continues Advancing In Donbass-Kostiantynivka Falls, Ukrainian Drones Specifically Targeting Civilians In Russia Areas

Ukraine scored a public relations and tactical win this morning with strikes on the Moscow oil refinery, hitting a storage tank and causing black smoke to drift over the entire city.

Oil-like residue is falling over Moscow and the surrounding region, leaving marks on cars, windowsills, benches, and other surfaces.

The development caused Ukrainian President Zelenskiy to declare, “If Ukraine burns, your Moscow will burn too.If Putin does not want to end this war and wants to continue it, we will not sit quietly. We will respond.”

What Zelenskiy is not telling the world is that the city of Kostiantynivka in Donbass has recently fallen under the Russian advance. Russian forces are now focusing on Sloviansk, which once taken, will open the door to Kramatorsk in one or two months.

A situation is developing where a massive cauldron is forming, encircling thousands of Ukrainian troops and the Zelenskiy government will not order the withdrawal to save the soldiers.

“It is a deliberate slaughter of Ukrainian soldiers,” said a source in Kyiv. “It is intentionally losing a division.”

Russia has launched massive strikes on Kyiv as of late in response to Ukrainian attacks on civilian targets. Recently many attacks have been filmed of drones hitting civilian vehicles, such as buses and trucks carrying civilian personnel and cargo, raising Russian ire. One such video of a drone intentionally targeting a truck in the Belgorod region of Russia is below.

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Power Transformer Lead Times Hit Record Highs As US Grid Equipment Shortage Deepens

Power transformer lead times have reached levels that are now dictating the pace of industrial expansion across the United States. According to Wood Mackenzie’s second quarter 2025 survey, standard power transformers average 128 weeks for delivery. Generator step-up transformers, which connect large power generation assets to the grid, average 144 weeks. Some orders extend to four years.

For plant operators, energy developers, and infrastructure planners, that math has a direct consequence: a facility that breaks ground today cannot energize its electrical systems on a standard timeline. Equipment availability has become the gating factor for industrial growth, replacing capital availability and permitting as the primary project constraint.

Power Transformer Lead Times: What the Numbers Actually Mean

128 weeks is nearly two and a half years of wait time before a transformer ships. That figure comes from actual utility and developer order data, not theoretical capacity projections. Generator step-up transformers, which are larger and more specialized, run even longer at 144 weeks. The North American Electric Reliability Corporation reported lead times crossing 120 weeks in 2024, and the trend has continued upward into 2025.

The cost pressure is equally significant. Power transformer prices have risen 77% since 2019, according to industry sourcing data. Distribution transformer prices have climbed 78% to 95% over the same period. The underlying material drivers are straightforward: grain-oriented electrical steel prices have roughly doubled since 2020, and copper prices have risen more than 50%. Both materials are core inputs in every transformer manufactured.

The demand surge is not temporary. Generator step-up transformer demand has grown 274% since 2019. Power transformer demand has grown 119% over the same period. AI data center construction, large-scale electrification of industrial processes, and grid modernization programs are all pulling from the same constrained supplier base simultaneously.

The Cleveland-Cliffs Bottleneck: One Domestic Supplier for Critical Steel

The transformer shortage is not simply a volume problem. It has a structural bottleneck at the material level. Transformer cores require grain-oriented electrical steel, a highly engineered material that gives the steel specific magnetic properties needed for efficient power transformation. In the United States, Cleveland-Cliffs is the only domestic producer of this material, operating plants in Pennsylvania and Ohio.

That concentration means that every U.S. transformer manufacturer drawing on domestic steel supply draws from a single source. When that source faces capacity constraints, pricing pressure, or supply disruptions, the effect ripples through the entire domestic transformer manufacturing base immediately. Roughly 80% of large power transformers used in the U.S. are imported, primarily from Mexico, South Korea, and other international manufacturers, creating additional exposure to global trade conditions.

The Biden administration awarded Cleveland-Cliffs $500 million to upgrade its electrical steel plants under the CHIPS and Infrastructure framework. Key elements of that grant have since been reviewed under the current administration, adding uncertainty to the domestic steel expansion timeline.

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Satellite station takes shape on city rooftop for secret US broadband provider

The first of dozens of dome-shaped antennas for a controversial satellite earth station in Auckland have been installed on an inner-city rooftop. 

2degrees has been contracted by an undisclosed US satellite broadband company to build the ground station on the roof of a building at 43 College Hill, Freemans Bay, the telecommunications provider told the Herald. 

The facility will eventually house 30 of the mushroom-like structures, each about 2m tall, and be used to relay swathes of data to and from satellites. 

A 2degrees spokesperson said the telco’s unnamed US client would “operate and maintain the ground station” once construction was complete. 

2degrees announced a partnership with AST SpaceMobile, a US company building the first space-based cellular broadband network, in March 2025, with plans to launch a satellite-to-mobile service that they hoped to begin testing from the middle of this year. 

The Kiwi firm was granted non‑notified consent from Auckland Council to build the rooftop station on June 24 last year, but the project courted criticism from nearby residents and community groups after construction began in January. 

Opponents told the Herald in February they were concerned about the scale and appearance of the installation, potential side effects from the radiofrequency technology and, more broadly, the council’s decision to approve the project without public notification. 

The council’s head of resource consents James Hassall said its staff had since met with two of the concerned residents but were unable to address their concerns, given the project was approved in line with regulatory standards. 

“Once a consent is granted, the only avenue for challenge is through an application for judicial review in the High Court,” Hassall said. 

“The council will monitor the site to ensure that the consent holder meets the conditions of the consent.” 

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Trump Snaps On Iran, Vows To Decimate Power Plants, Key Infrastructure

President Donald Trump said he is preparing new strikes against Iran’s infrastructure after accusing the Islamic Republic of dragging its feet on peace talks and warning the regime that it will “have to pay the price.”

Trump told Fox News Chief Foreign Correspondent Trey Yingst in a phone call Wednesday that he is “getting close to ordering new strikes against Iranian power plants and bridges.”

The president also accused Tehran of “tapping the United States alone when it comes to the negotiating process,” according to Yingst.

The comments came hours after Trump issued a fiery Truth Social post following the downing of a US Apache helicopter near the Strait of Hormuz on Monday.

“They’ve taken too long to negotiate a deal that would have been great for them, now they will have to pay the price!!!” Trump wrote Wednesday morning.

He also declared that Iran’s military had been devastated.

“Iran’s Military is a complete and total mess. Much of it, like their Navy and Air Force, doesn’t even exist anymore – They have been completely defeated. Iran is all talk and no action. The Bully of the Middle East is DEAD!!! ” he added.

During his conversation with Yingst, Trump reportedly described the dramatic survival of the two Apache pilots involved in Monday’s incident, calling it a “miracle.”

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AfD’s Weidel Demands Ukraine Pay Reparations Over Nord Stream “State Terrorist” Attack; Calls for End of Military and Financial Support

Co-leader of Alternative for Germany (AfD)—the most popular party in Germany—Alice Weidel has demanded that Ukraine pay reparations to Germany over the destruction of the Nord Stream pipelines, escalating a political fight over German sovereignty, cheap energy, deindustrialization, and Berlin’s open-ended support for Kyiv.

Speaking at an AfD event on Tuesday, Weidel rejected Chancellor Friedrich Merz’s proposal to move Ukraine closer to the European Union through associate membership. She described Kyiv as a “bottomless pit” that has already drained enormous sums from German taxpayers.

“Germany has already transferred more than €100 billion to Ukraine over the past four years alone,” Weidel said.

Her remarks come as German investigators continue pursuing suspects in the September 2022 sabotage of Nord Stream 1 and Nord Stream 2—the Baltic Sea pipelines built to carry Russian natural gas directly to Germany.

The blasts destroyed three of the four pipeline strands at a depth of roughly 80 meters. Nord Stream 1 had long delivered large volumes of cheap Russian gas to Germany, while Nord Stream 2 had been completed but never activated because of political tensions over Ukraine.

The sabotage, as many Germans see it, was not merely an attack on infrastructure, but an attack on Germany’s industrial future, energy independence, working class, and ability to remain economically sovereign.

Weidel said Ukraine must explain its role before Berlin considers further concessions, aid, or EU privileges, framing the pipeline destruction as a direct assault on Germany’s most important energy lifeline.

“We need to know how this state-terrorist act against the most important infrastructure we had, namely the Nord Stream pipelines, came about and what role Ukraine played in it,” she said.

German investigators have reportedly attributed the explosions to a small group of Ukrainian operatives. The alleged ringleader was extradited to Germany from Italy last autumn.

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