Canada Unveils National Nuclear Strategy for 10 New Reactors by 2035
Canada aims to construct up to 10 new nuclear reactors over the next 15 years, addressing climate goals and supporting AI infrastructure. This ambitious strategy follows a slow grid expansion of 7 GW in the last decade, raising questions on feasibility amidst a global trend of data center-driven reactor commitments.
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The Canadian government announced a national nuclear strategy on Monday, targeting the construction of up to 10 new reactors within 15 years as part of a climate and industrial policy initiative. Historical data shows Canada's grid capacity increased by only 7 GW during the 2010s, prompting skepticism about the ambitious reactor build timeline.
The strategy includes projects like the GE Hitachi BWRX-300 at Darlington and Bruce Power's potential new build. This initiative could facilitate agreements for carbon-free baseload power with hyperscale tech companies, which have increasingly driven global nuclear commitments.
The success of this strategy hinges on supply chain capabilities and timely construction, especially as the U.S. relies on foreign sources for advanced nuclear fuel. The next 18 months will be critical in determining the viability of this nuclear expansion and its impact on AI infrastructure development in Canada.
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