SMR CAPEX

AUDIT: System: The Brutalist Landlord Wins

Analyze the collapse of NuScale's SMR narrative and Vistra's brutalist strategy of nuclear uprates. Discover why legacy baseload outpaces greenfield CAPEX.

Constellation Energy

AUDIT: Constellation Energy: The Architectural Honesty of the Uranium Escalator: Constellation Energy’s $26.6 Billion Defense Against Hyperscaler Parasitism

Explore Constellation Energy's $26.6B defense against hyperscaler parasitism. We audit the Uranium Escalator, Basel III, and thermal discharge limits.