

목차
The Age of AI and Electricity Demand 2
The Future of Data Center Demand 3
The State of National Generation Base 4
The Coal Option 6
Gas Boom 7
The Solar and Storage Portfolio Play 8
Turning Point for Nuclear 10
Federal Electricity Policy in an AI Era 11
Enabling the Speed-to-Power Era (2025–2030) 12
Emergency Siting, Permitting, and Plant Retirement Delay Authorities
Co-location and Islanding
Building a Strategic Electricity Advantage Era (2030 and Beyond) 13
Nuclear Computation Hubs
DOE Anchor Offtaker Authority and Nuclear Procurement Target
Strategic Electricity Production Sites on Federal Lands
Strategic Grid Investment
National Interest Energy Transmission Corridors
Conclusion 16