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<title>The Upcoming Renaissance of Nuclear Power </title>
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      <p class="MsoNormal" align="center">
      <span style="text-transform: uppercase"><font size="6"><b><br>
      The Upcoming Renaissance <br>
      of nuclear power</b></font></span></p>
      <p class="MsoNormal"><font size="2" face="Arial">
      <strong style="font-weight: 400">By<b> </b></strong><a href="#sillin">John O. Sillin</a></font><span style="color: black"><font size="2"><br>
      </font></span><font size="2">(<em>originally published by PMA OnLine Magazine: 
      04/02</em>)</font></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Is nuclear power on the verge 
      of a full-fledged renaissance? Thought impossible only a few years ago by 
      most energy industry managers, regulators, and public policymakers, 
      commercial nuclear energy had been written off as hopelessly uneconomic, 
      too technically complex to operate efficiently, and financially risky. But 
      without much publicity, nuclear power has been resurrected from the 
      cemetery of dead and dying industries, and it has helped prevent a 
      complete financial collapse of the electric power industry.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">For example, U.S. nuclear 
      power plant energy production reached an all-time high for the fifth year 
      in a row in 2002 <i>(</i>see</span><span style="font-family:Arial;"> <b>Figure 1</b></span><span style="font-family:Arial;color:black">)<sup><a href="#1" name="ret1">1</a></sup>. 
      Also, nuclear power plant production rates (capacity factors) reached an 
      all-time high in 2002. This rate now exceeds 90 percent, significantly 
      higher than any other type of power plant in operation. The high capacity 
      factor for nuclear plants is a reflection of nuclear power�s low operating 
      costs, and the ability of power plant managers to operate these plants 
      efficiently and safely. Second, nuclear power plants have become 
      economically attractive assets. Significant nuclear consolidation has 
      occurred through the formation of nuclear generating companies and nuclear 
      operating companies <i>(</i></span><span style="font-family:Arial;">see <b>
      A Reference: Recent Nuclear Consolidations</b> graphic</span><span style="font-family:Arial;color:black">).</span></p>
      <table border="0" cellpadding="0" cellspacing="0" width="894" id="table1">
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          <td width="446">
          <p align="center"><br>
          <img border="0" src="../images/nuc_ren1.gif" width="296" height="208"><br>
&nbsp;</td>
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          <p align="center"><br>
          <img border="0" src="../images/nuc_ren2.gif" width="296" height="197"><br>
&nbsp;</td>
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          <td width="892" colspan="2">
          <p align="center"><br>
          <img border="0" src="../images/nuc_ren3.gif" width="361" height="309"></td>
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      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Also, several operating 
      companies have been formed to manage nuclear reactor fleets. They include 
      Southern Nuclear Operating Co. (six reactors at three sites owned by 
      Southern Co. affiliates), and Nuclear Management Co. (nine reactors at six 
      sites owned by five different utilities).</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">As nuclear ownership 
      consolidation and asset transfers have occurred, the value of the 
      transactions has increased. The earliest nuclear power plant asset 
      transfers occurred at a price of as little as $20 to $30 per kilowatt. The 
      latest transfers (for which information is available) indicate acquisition 
      prices of as much as $660 per kilowatt. Also, the earliest asset transfers 
      involved a single buyer. The most recent nuclear power plant sales 
      involved competitive bids. The obvious trend is that nuclear assets are 
      appreciating in value, and the financial, technical, and regulatory risks 
      associated with ownership are declining�the opposite of almost all other 
      generation forms.</span></p>
      <p class="MsoNormal" style="text-autospace: none"><b>
      <span style="font-family:Arial">The Near-Term Outlook</span></b></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black">The outlook for nuclear 
      power is upbeat, showing every sign of improvement. First, the nuclear 
      industry is gaining regulatory approval for extending the operating 
      licenses of existing reactors. Originally these reactors were licensed to 
      operate for 40 years, but after extensive safety analysis, testing, and 
      structural analysis, the Nuclear Regulatory Commission (NRC) is, on a 
      case-by-case basis, allowing the plants to operate for another 20 years. 
      To date, 10 reactors have received 20-year operating license extensions. 
      Also, 20 reactors have filed for the same operating license extensions, 
      and another 20 reactors are expected to file for operating license 
      extensions during the next six years. A growing consensus is that the 
      entire fleet of existing reactors will be relicensed</span><span style="font-size: 10.5pt; font-family: AGaramond-Regular; color: black">.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Contrast this with the 
      situation 10 years ago, when the first plant to proceed with relicensing, 
      Yankee Rowe, was closed along with several other plants in the United 
      States. The consensus was that the existing fleet of nuclear reactors 
      would not operate their allowed 40 years, and by 2020, nuclear power would 
      be no more than a failed industrial artifact.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Now, not only are nuclear 
      plants operating lives being extended, their capacity ratings are being 
      increased. Sophisticated analyses by plant owners and the NRC have 
      demonstrated that large safety margins were incorporated into plant 
      designs. Combined with improved instrumentation, new fuel designs, and 
      other plant improvements, the NRC is allowing some nuclear plants to 
      operate at higher power levels than those at which they were originally 
      licensed.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Currently there are nearly 
      98,000 MW of nuclear generating capacity operating in the United States. 
      Former NRC Chairman Richard A. Meserve, in recent remarks to the American 
      Nuclear Society, said that during the last 30 years the NRC has approved 
      80 up-rates that added nearly 4,000 MW of generating capacity. Prospective 
      power up-rates, when combined, may result in the effective addition of 
      seven new nuclear power plants, amounting to nearly 7,000 MW. A recently 
      completed analysis done for the Energy Information Administration (EIA) 
      documented 1,060 MW of power up-rate applications before the NRC and 5,730 
      MW of additional up-rates likely to be submitted within the next seven 
      years.<sup><a href="#2" name="ret2">2</a></sup> The National Energy Policy prepared 
      under the direction of Vice President Dick Cheney estimates the nuclear 
      up-rate potential at 12,000 MW.<sup><a href="#3" name="ret3">3</a></sup></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">In addition, nuclear reactors 
      with operations or construction that were terminated are now being 
      investigated to determine whether they should be repaired, completed, and 
      restarted. The Tennessee Valley Authority, for example, is analyzing the 
      benefits and costs of repairing and restarting Browns Ferry 1. Other 
      partially constructed power plants that may be evaluated to determine 
      whether it is technically practical and cost-effective to complete them 
      include Watts Bar 2 in Tennessee, Atlantic Energy (Seabrook) 2 in New 
      Hampshire, and Washington Public Power System 1.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Preliminary steps have been 
      taken that may result in the construction of new nuclear reactors. The NRC 
      has certified several new nuclear reactor designs, obviating the need for 
      review of any technical issues about those designs that were resolved 
      during the certification process. The NRC has certified three designs: 
      General Electric�s Advanced Boiling Water Reactor, Combustion 
      Engineering�s System 80+, and the Westinghouse AP600. A fourth design, 
      Westinghouse�s AP100, is currently being reviewed, and the NRC is engaged 
      in pre-certification discussions with vendors representing five other 
      designs, including gas reactor designs.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">The NRC also is proceeding 
      with early site permitting, or advanced approval of a potential site for a 
      nuclear power plant, which may then be banked for future use. Issues 
      resolved in the early site permit review are not reviewed again in the 
      combined license process. The combined license process folds into one 
      proceeding two separate reviews�construction permit and operating 
      license�required of currently operating plants. Once the license is issued 
      the plant may be constructed and proceed to operation after the NRC 
      determines the as-built plant conforms to the approved license. These 
      changes have reduced uncertainty and will result in regulatory decisions 
      as early in the process as practical.</span></p>
      <p class="MsoNormal" style="text-autospace: none"><b>
      <span style="font-family:Arial">The Longer Term Outlook � Environmental 
      Benefits</span></b></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">One of nuclear energy�s 
      primary environmental (and economic) advantages is its energy density. The 
      heat value of uranium used in a light water reactor is 500,000 megajoules 
      per kilogram. For high-Btu content coal, the value is 30 megajoules per 
      kilogram. Residual oil is about 50 megajoules per kilogram; natural gas 
      comes in at 40 megajoules. For wood (biomass), the heat content is on 
      average 16 megajoules per kilogram.<sup><a href="#4" name="ret4">4</a></sup></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">The extraordinary heat content 
      of uranium translates into significant environmental and economic 
      benefits. For example, a 1,000-MW power station will consume more than 3 
      million tons of coal each year. If it is a nuclear power plant, the 
      physical resource requirements are 24 tons of UO2 enriched to about 4 
      percent U235. This in turn requires 200 tons of natural uranium processed 
      from 25,000 to 100,000 tons of uranium ore.<sup><a href="#5" name="ret5">5</a></sup>&nbsp; 
      even at the high end of 100,000 tons, this translates into a resource 
      extraction ratio of 30 to 1 in favor of uranium. Similar statistical 
      ratios can be generated comparing uranium with oil, natural gas, and 
      biomass</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">In truth, the ratio is much 
      higher in uranium�s favor. Much uranium and nuclear fuel comes from 
      secondary sources, including other mineral mining operations and material 
      from dismantled Russian nuclear warheads. Also, most of the uranium ore 
      mined today comes from rich mines in Canada and Australia. Uranium is a 
      relatively abundant element, with only one commercially practical 
      application: generating electric power. Fossil fuels, possibly excepting 
      coal, can have multiple applications that in part explain their higher 
      price on a Btu basis, i.e., they have a larger potential market.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Fuel density also results in a 
      smaller footprint for nuclear power plants and supporting facilities. 
      Nuclear power plant sites can be more compact than similar-sized fossil 
      stations. Also the transportation and supporting facilities to supply fuel 
      are much smaller for nuclear power plants; large connecting rail, barge, 
      and pipeline facilities are not necessary, and neither are fuel storage 
      yards or tanks. The reduced need for supporting facilities also increases 
      the flexibility to site nuclear power plants, including at more isolated 
      and secure locations. By contrast, renewable energy facilities such as 
      windmills and solar power plants require enormous chunks of real estate�an 
      inevitable result of their being extremely energy diffuse.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">While much is made of nuclear 
      waste, it is small and manageable compared to other fuel forms. The 24 
      tons of UO2 after it is irradiated is extracted and stored, and ultimately 
      will be encased in a repository. If processed, the amount of material that 
      would go to the repository would be less than 700 kilograms, a small 
      fraction. A coal-fired power plant would produce about 7 million tons of 
      CO2 each year, as much as 200,000 tons of SO2 and other emissions such as 
      NOx, and mercury.<sup><a href="#6" name="ret6">6</a></sup>&nbsp; While oil- and natural 
      gas-fired power plants produce less emissions than coal plants, they are 
      nevertheless significant.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Air emissions bring up the 
      subject of global warming. Nuclear power plants are emission free. In 2001 
      nuclear power plants were the source of more than 76 percent of all 
      emission-free generation in the United States. Hydro accounted for 21.6 
      percent. Combined geothermal, solar, and wind accounted for 2 percent of 
      emission-free generation.<sup><a href="#7" name="ret7">7</a></sup>&nbsp;&nbsp; Currently, U.S. 
      nuclear power plants annually avoid the release of 5.1 million tons of 
      SO2, 2.4 million tons of NOx, and 164 million tons of carbon to the 
      atmosphere. From 1973 to 2000, emissions avoided by nuclear energy totaled 
      66 million tons of SO2, 34 million tons of NOx, and 3 billion tons of 
      carbon.<sup><a href="#8" name="ret8">8</a></sup>&nbsp;</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">While all of the above is 
      generally well known, only now is it beginning to affect power plant 
      investment decisions. For example, the U.S. Environmental Protection 
      Agency (EPA) has only recently reversed its position on New Source Review. 
      But this decision holds little comfort for investors; if the EPA can 
      reverse itself once on this subject, then at some future date it may 
      reverse itself again.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Another uncertainty is whether 
      older and new coal-fired power plants can stay within the emission caps 
      established in the 1992 Clean Air Act. Absolute limits were placed on SO2 
      and NOx emissions, but as electricity demand and production grow, there 
      will come a point where production from fossil power plants can�t be 
      increased without exceeding mandated caps. Also, several Northeast states 
      are suing large coal burning utilities in the Southeast and Midwest on the 
      grounds that they are the cause of acid rain, haze, and other degradations 
      in air quality.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Irrespective of whether the 
      cases have merit, these and other events (including the controversy 
      surrounding the United States� refusal to adopt the Kyoto Protocol on 
      global warming) have introduced significant uncertainty into fossil-fueled 
      power plant investments, particularly coal. The result: Very few large 
      coal-fired power plants are either under construction or planned. There is 
      growing concern that new plants will not be allowed to operate at anything 
      close to capacity for their planned operating life.</span></p>
      <p class="MsoNormal" style="text-autospace: none"><b>
      <span style="font-family:Arial;color:black">Relative Economic Profile of 
      Nuclear Energy</span></b></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Generating plant economics are 
      also trending in nuclear energy�s favor. Nuclear power plants at present 
      have significantly lower operating costs than coal, natural gas, or oil 
      plants. Nuclear power plant production costs have declined from a peak of 
      3.4 cents per kilowatt-hour in 1987 to 1.76 cents in 2000. This compares 
      with 1.79 cents per kilowatt-hour for coal-fired power plants, 5.28 cents 
      per kilowatt-hour for oil-fired capacity, and 5.69 cents for natural 
      gas-fired capacity.<sup><a href="#9" name="ret9">9</a></sup></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Nuclear power plant capacity 
      factors continued to increase in 2001 and 2002�a strong indicator that 
      production cost declined further. Future power up-rates are likely to 
      further reduce nuclear per-unit production costs as increased output is 
      realized from existing facilities. Stable or declining operating costs are 
      assuredly not the case for coal, natural gas, and oil-fired power plants.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">For coal power plants, 
      operating costs are subject to increases as complying with current 
      emission limits becomes more expensive. In addition, regulatory ratcheting 
      on air emissions may continue. For example, the EPA just recently released 
      a report warning that emissions of mercury by coal-fired power plants (and 
      other industrial sources) pose an increasing health danger to young 
      children. Also, on Feb. 20, 2003, six Northeast states and the state of 
      Washington announced plans to sue the federal government to force the 
      regulation of CO2 from power plants. The states claim that the EPA hasn�t 
      updated an analysis of air pollutants from power plants in at least 20 
      years. What is clear is that the consequences of legislative or regulatory 
      actions will be to further increase coal power plant operating costs.<sup><a href="#10" name="ret10">10</a></sup></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Also, oil and natural gas 
      prices have increased significantly in each of the past two years. Average 
      natural gas prices to utilities increased from under $2/Mcf in 1995 to 
      more than $4 in 2000. Prices rose to nearly $4.50 in 2001. At the end of 
      2002 natural gas prices to utilities were at $4.60/Mcf and in January of 
      this year rose to more than $5/Mcf. The EIA in its short-term projections 
      shows continued high prices for natural gas. There are also predictions by 
      industry that high natural gas prices are here to stay. Reasons for this 
      include refilling storage sites from their abnormally low levels and low 
      domestic production. Large industrial consumers have found it difficult to 
      switch to less expensive alternatives, due in part to the worker strike in 
      Venezuela and the unstable conditions in the Middle East.</span></p>
      <p class="MsoNormal" style="text-autospace: none"><b>
      <span style="font-family:Arial;color:black">The Longer Term Outlook�Need 
      for Power</span></b></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Electricity demand has and 
      will continue to increase as the national economy expands. The strong 
      relation between economic and electricity demand has moderated in recent 
      years but has nevertheless continued. Also, while modernization will no 
      doubt bring about increases in energy usage efficiency, it will also 
      continue the longer-term trend toward electrification, particularly of 
      stationary applications.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">The National Energy Policy, 
      published in May 2001, and prepared by the National Energy Policy 
      Development Group stated at the outset in its section on electricity:</span></p>
      <p class="MsoNormal" style="text-autospace: none; margin-left: .5in">
      <span style="font-family:Arial;color:black">�Electricity demand is 
      projected to grow sharply over the next twenty years. Based on current 
      estimates, the United States will need about 393,000 MW of new generating 
      capacity by 2020 to meet the growing demand. </span></p>
      <p class="MsoNormal" style="text-autospace: none; margin-left: .5in">
      <span style="font-family:Arial;color:black">If the U.S. electricity demand 
      continues to grow at the high rate it has recently, we will need even more 
      generating capacity. To meet that future demand, the United States will 
      have to build between 1,300 and 1,900 new power plants; that averages to 
      more than 60 to 90 plants a year, or more than one a week.�</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Furthermore, the EIA projects 
      in its <i>Annual Energy Outlook 2002 </i>that by 2020 electricity 
      consumption will increase by over 40 percent, increasing at a rate of 1.8 
      percent per year. This growth will result in the need for 355,000 MW of 
      new generating capacity.&nbsp;</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">The electric industry also is 
      projecting significant electric demand growth and need for new capacity. 
      In its <i>Reliability Assessment 2002-2011</i>, the North American 
      Electric Reliability Council (NERC) projects significant new generating 
      capacity requirements. NERC electricity demand projection over the next 10 
      years is an annual average increase of 2 percent.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial">NERC and the EIA in their most recent <i>
      Annual Energy Outlook </i>project that upward of 75 percent of all new 
      electric <span style="color:black">generating capacity will be natural 
      gas-fired. With natural gas futures hovering at $6/Mcf, with the 
      possibility of climbing further, the veracity of projections of large 
      numbers of natural gas power plants must be questioned. These projections 
      of natural gas capacity additions simply reflect today�s conventional 
      wisdom. And today�s conventional wisdom is of no value when natural gas 
      prices per million Btu have nearly tripled in the last five years, and 
      have at least briefly approached double-digit levels.</span></span></p>
      <p class="MsoNormal" style="text-autospace: none"><b>
      <span style="font-family:Arial;color:black">The Path Forward</span></b><span style="font-family:Arial;color:black">&nbsp;</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Relicensing of the existing 
      plants and the up-rating of additional plants will continue commercial 
      nuclear power�s renaissance. The Nuclear Energy Institute (NEI), in its <i>
      Vision 2020 </i>publication, expects the industry to add 10,000 MW of 
      capacity through increased efficiency and improved performance of the 
      existing 103 reactors. But NEI also states that a cornerstone of the 
      nuclear industry�s vision is to add 50,000 MW of new generating capacity 
      by 2020.<sup><a href="#11" name="ret11">11</a></sup></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Complementing the industry 
      vision is the DOE�s Nuclear Power 2010 initiative to bring a new U.S. 
      nuclear power plant online by the end of the decade.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">The DOE is providing modest 
      financial support to Exelon Nuclear, Entergy Nuclear, and Dominion 
      Resources in the preparation and submittal of early site permit 
      applications to the NRC. These applications will focus on sites that host 
      operating nuclear power plants, but which were originally licensed or 
      designed to host additional reactors. The department also has funded 
      �scoping� studies analyzing both private and federal sites as potential 
      locations of new nuclear plants. Identifying and obtaining NRC permits for 
      acceptable sites will answer the question of where to build the first new 
      nuclear plants and remove a major hurdle to building new nuclear plants.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">DOE also will offer to share 
      the cost of demonstrating the new regulatory process that enables 
      utilities to obtain combined construction-operating licenses. DOE states 
      that providing a one-step licensing process will remove a major risk in 
      investing in new nuclear plants. Other initiatives undertaken by the 
      department and Congress to support the renaissance of nuclear power are:</span></p>
      <ul style="margin-top: 0in; margin-bottom: 0in" type="disc">
        <li class="MsoNormal" style="color: black; text-autospace: none">
        <span style="font-family:
     Arial">The affirmation of Yucca Mountain as the site of a permanent spent 
        nuclear fuel repository. This will allow nuclear plant owners to move 
        spent nuclear fuel from the more than 70 nuclear plant sites with 
        temporary storage facilities to a single site that is a permanent 
        storage facility.<br>
&nbsp;</span></li>
        <li class="MsoNormal" style="color: black; text-autospace: none">
        <span style="font-family:
     Arial">Reauthorization of the Price-Anderson Act, which limits the 
        liability of nuclear plant owners in a catastrophic nuclear event. While 
        the conditions of such an event occurring has not been formulated and 
        presented, its existence is a precondition for investment in new nuclear 
        power plants.</span></li>
      </ul>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">In addition to federal 
      government support for nuclear energy, there appears to be at least 
      lukewarm public support for the construction of new nuclear power plants. 
      According to NEI�s <i>Vision 202</i>0, two-thirds of those surveyed 
      support the continued and increased use of nuclear energy, with 27 percent 
      of those surveyed opposed. Also, the president, vice president, secretary 
      of energy and other members of the administration have issued strong 
      statements in support of nuclear energy, most prominently in the 
      president�s national energy policy.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">What is holding up new plant 
      construction? Except for timing new investments to coincide with the ups 
      and downs of the business cycle, there is nothing stopping a decision to 
      build new nuclear plants but the reticence of nuclear plant 
      owner-management, their boards of directors, and Wall Street. This 
      reticence is difficult to comprehend given the large financial returns 
      being earned on existing nuclear assets, and the billions of dollars that 
      have been lost on other ill-considered energy ventures.</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family:Arial;color:black">Energy company managers and 
      their Wall Street advisors have been pursuing investment strategies that 
      couldn�t have had a higher risk profile, while they have all but ignored 
      new nuclear plants.</span></p>
      <hr>
      <p class="MsoNormal" style="text-autospace: none"><i>
      <span style="font-family: Arial; color: black"><a name="sillin"></a>John 
      Sillin is a director of Sillin &amp; Associates and administrative officer for 
      Energy Strategists Consultancy Limited. He can be reached at
      <a href="mailto:[email protected]">[email protected]</a>.</span></i></p>
      <hr>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; font-weight: 700">Endnotes</span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black"><a name="1">1</a>. U.S. 
      Department of Energy, Energy Information Administration Web site,
      <a href="http://www.eia.doe.gov">http://www.eia.doe.gov</a>.
      <font size="1"><a href="#ret1">(return)</a></font></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black"><a name="2">2</a>. U.S. 
      Commercial Nuclear Power Industry Assessment for Department of Energy, 
      Energy Information Administration, October 2001, Edward M. Quinn, MDM 
      Services Corp. <font size="1"><a href="#ret2">(return)</a></font></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black"><a name="3">3</a>. </span>
      <i><span style="font-family: Arial; color: black">Reliable, Affordable, 
      and Environmentally Sound Energy for America�s Futur</span></i><span style="font-family: Arial; color: black">e; 
      Report of the National Energy Policy Development Group; May 17, 2001.
      <font size="1"><a href="#ret3">(return)</a></font></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black"><a name="4">4</a>. World 
      Nuclear Association, <a href="http://www.eia.doe.gov">
      http://www.world-nuclear.org</a>. <font size="1"><a href="#ret4">(return)</a></font></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black"><a name="5">5</a>. Ibid.&nbsp;
      <font size="1"><a href="#ret5">(return)</a></font></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black"><a name="6">6</a>. Ibid.
      <font size="1"><a href="#ret6">(return)</a></font></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black"><a name="7">7</a>. Nuclear 
      Energy Institute, <a href="http://www.nei.org">http://www.nei.org</a>.
      <font size="1"><a href="#ret7">(return)</a></font></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black"><a name="8">8</a>. Ibid.&nbsp;
      <font size="1"><a href="#ret8">(return)</a></font></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black"><a name="9">9</a>. Ibid.
      <font size="1"><a href="#ret9">(return)</a></font></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black"><a name="10">10</a>. </span>
      <i><span style="font-family: Arial; color: black">The Wall Street Journa</span></i><span style="font-family: Arial; color: black">l; 
      May 16, 2003. <font size="1"><a href="#ret10">(return)</a></font></span></p>
      <p class="MsoNormal" style="text-autospace: none">
      <span style="font-family: Arial; color: black"><a name="11">11</a>. </span>
      <i><span style="font-family: Arial; color: black">Vision 202</span></i><span style="font-family: Arial; color: black">0,
      </span><i><span style="font-family: Arial; color: black">Nuclear Energy 
      and the Nation�s Future Prosperit</span></i><span style="font-family: Arial; color: black">y; 
      Nuclear Energy Institute. <font size="1"><a href="#ret11">(return)</a></font></span></p>
      <p><font face="Times New Roman"><br>
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