New York Gov. Hochul Proposes Fleet-Style Nuclear Deployment to Meet 1 GW Target
Key Insights
New York Gov. Kathy Hochul directs state officials to develop at least one new nuclear facility with a minimum capacity of 1 GW, exploring both large and small modular reactor options.
Analysts suggest a 'fleet-style approach' similar to Ontario's plan could lower costs, with potential deployment of multiple small modular reactors or a single large light-water reactor.
The state aims to meet its 100% carbon-free electricity mandate by 2040, with nuclear power playing a key role amid challenges in offshore wind development.
Site selection will prioritize public safety, community support, and infrastructure compatibility, with retired coal plants also under consideration for repurposing.
New York Gov. Kathy Hochul has announced plans to develop at least one new nuclear energy facility with a combined capacity of no less than 1 GW, signaling a potential shift toward a 'fleet-style approach' to nuclear deployment. The initiative, directed to the New York Power Authority (NYPA) and the Department of Public Service, aims to explore both large light-water reactors, such as the Westinghouse AP1000, and small modular reactors (SMRs) like the GE Hitachi BWRX-300. The move comes as the state seeks to meet its ambitious goal of 100% carbon-free electricity by 2040, with nuclear power emerging as a critical component amid delays in offshore wind projects.
Analysts from the Clean Air Task Force (CATF) highlighted the potential cost benefits of deploying multiple reactors in sequence, drawing parallels to Ontario Power Generation’s plan to build four 300-MW BWRX-300 units. 'A fleet-style approach could significantly reduce per-unit costs and streamline construction timelines,' said Victor Ibarra, CATF’s senior manager for advanced nuclear energy. Gov. Hochul emphasized the importance of collaboration with other states and Ontario, suggesting a broader regional strategy.
The state’s existing nuclear infrastructure, including Constellation Energy’s three plants near Lake Ontario, offers potential sites for new reactors. However, analysts caution that a competitive selection process should also consider brownfield and greenfield locations, such as retired coal plants, which may offer spare interconnection capacity. 'Former coal communities present unique opportunities, but stakeholder engagement will be crucial,' Ibarra noted.
Hochul’s directive includes immediate evaluations of technologies, financing options, and site suitability, with a focus on public safety and community support. While no timeline for construction was provided, experts estimate a decade-long process from technology selection to commissioning. The state’s participation in the Advanced Nuclear First Mover Initiative and its pursuit of federal funding underscore its commitment to nuclear expansion. A statewide nuclear master plan is expected by the end of 2026, further outlining New York’s strategy.
The initiative could also address downstate New York’s fossil-dependent grid, though historical skepticism of nuclear power remains a challenge. 'A successful first project could pave the way for broader acceptance and future deployments,' said John Carlson, CATF’s senior Northeast regional policy manager.