Nuclear Supply Chain Paralysis Is Hardening America's Power Constraint
Grid power scarcity deepens as nuclear supply chain hesitancy and governance friction block the only viable baseload response.
Power / Infrastructure Constraint · Established Signal
Lead Signal
Nuclear's Window Is Open. The Supply Chain Won't Walk Through It.
The United States has a functioning regulatory pathway for next-generation nuclear and an acute, documented power deficit. What it does not have is a supply chain willing to commit. OEMs and EPC contractors are holding capital on the sideline, waiting for demand certainty that the market has already provided — and in doing so, they are converting a solvable constraint into a structural one.