Core Investment Thesis & Business Model
ONE Nuclear's goal is to deliver GW scale fast-track and competitive baseload power solutions, thereby creating a platform for reliable nuclear SMR powered energy parks to grow with customers, sites and technologies. ONE Nuclear is an independent developer of large-scale energy solutions powered by natural gas and advanced nuclear small modular reactor (SMR) technologies. ONE Nuclear is structured to develop, own, and operate a portfolio of behind-the-meter ("BTM") microgrids and energy parks that bypass the congested centralized energy transmission infrastructure of the United States.
Macro Tailwinds Driving Demand
ONE Nuclear is dedicated to solving one of the most critical bottlenecks in the 21st-century digital economy: the acute shortage of reliable, high-density, low-carbon baseload electricity and heat.
Dual-Phase Growth Strategy
By combining the rapid deployment capabilities of high-efficiency natural gas generation with the long-term decarbonization and baseload potential of advanced Small Modular Reactors ("SMRs"), ONE Nuclear will offer a differentiated, dual-phase infrastructure solution tailored to the inelastic demand of hyperscale artificial intelligence ("AI") data centers and critical industrial facilities. ONE Nuclear's development model seeks to bring natural-gas capacity online in the near term while advancing staged deployment of factory-built SMRs as regulatory approvals, technology readiness, and customer demands allow. This model is designed to generate early revenue, validate site operations, and support long-term decarbonization objectives while enabling customers to scale load in multi-gigawatt increments.
Key Project Pipeline Highlights
East Texas: Development site of ~1,600 acres for up to 1GW gas by 2028, with 2GW nuclear SMRs by 2034 supporting regional energy resilience.
New Mexico: Development site of ~6,000 acres to 1GW capacity as the exclusive gas developer with expansion potential to 10 GW.