Titans Of Nuclear | Interviewing World Experts on Nuclear Energy Ep 442: Robert Boswall & Michael Crabb - Nuclear Nexus: Data Centers, Episode 3
Apr 3, 2024
Robert Boswall, a veteran in the nuclear industry, and Michael Crabb discuss the dynamic intersection of nuclear energy and data centers. They explore how the nuclear sector can tailor its operations to meet the escalating energy demands of the digital age. Key topics include the importance of baseload power for data centers, the intricacies of power purchase agreements, and the evolving public perception surrounding these facilities. Together, they highlight the innovative solutions needed for sustainable energy sourcing in this rapidly growing field.
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Nuclear Fits Corporate PPA Needs
- Nuclear can provide superior corporate PPA value because it is dispatchable and offers predictable revenues.
- This makes nuclear attractive to data centers seeking reliable, decarbonized energy contracts.
PPAs Are Financial Abstractions
- Virtual PPAs are financial hedges that separate physical electrons from contractual green claims.
- Data centers pay a premium for that abstraction to credibly support remote renewable projects.
Model PPAs As Financial Contracts
- Treat virtual PPAs as complex financial instruments and evaluate balance-sheet implications under IFRS.
- Factor market exposure and credit risk into PPA structuring, especially for baseload guarantees.
