Thunder Said Energy

Thunder Said Energy — A bottom-up nuclear capital-project cost database published as downloadable data-files: a per-project uprate table covering measurement-uncertainty-recapture projects (73 historic projects, roughly 2 percent capacity gain, costs from as low as $200/kW), stretch uprates (65 projects since the 1970s, 2-7 percent gain, under $1,000/kW) and ten extended-power-uprate case studies (7-20 percent gain, 13.5 percent average, $200-$7,000/kW), each carrying reactor identity, uprate class, MW delta, capex per kW, timeline, labour intensity (e.g. 22 million man-hours at Turkey Point …

Thunder Said Energy offers (Fundamental, Alternative, Supply Chain) — Small and hand-curated: this single data-file carries roughly a dozen project case studies (73 MUR plus 65 stretch project records in chart form, ten detailed EPU case studies with cost lines). Across the wider nuclear library — capacity forecasts, construction times, operating lives, project economics, SMR economics — plausibly a few hundred project-level records and a similar number of distinct data-file products. The value is in the manual aggregation of otherwise-scattered public disclosures, not in row count..

Capacity-addition supply modelling: the 5-10 GW of achievable US uprate headroom against a 100 GW fleet is a directly modelable supply curve, and the finding that the cheap classes are already exhausted (73 MUR plus 65 stretch projects done) turns it into a scarcity forecast rather than an option list. Nuclear project cost benchmarking where no transaction database exists, since uprates are negotiated bilaterally and rarely priced publicly. Nuclear-utility equity modelling on capital-allocation and free-cashflow grounds, because an EPU at $200-$7,000/kW versus a greenfield build is the single largest swing variable in a nuclear owner's capital plan. The explicit SMR-versus-uprate cost comparison supports SMR competitiveness screening. And a nuclear plant-equipment supply-chain screen: which suppliers recur across uprate case studies identifies who benefits from a capacity-uplift cycle.