Lacy Consulting Group provides advisory services to US and international clients on the technical, regulatory, and policy issues associated with the business of nuclear energy. Clients include project sponsors, government agencies and the financial community.
News and Commentary
"The message is clear. The federal government is willing to put money into advancing nuclear techology, and that should be received favorably by Wall Street," Bruce Lacy in SMR developers to compete for DOE grants, Nucleonics Week, January 26, 2012. The article describes the Department of Energy's (DOEs) draft Funding Opportunities Announcement (FOA) and the state of development of Small Modular Reactors (SMRs). Comments on the draft FOA are due February 18.
What has been the impact of Fukushima on financial community attitudes toward new nuclear in the US?
This and other important questions will be answered in The 2012 Survey of Attitudes in the Financial Community Toward New Nuclear, scheduled for February 2012. Please Read the 2012 Survey Summary for additional information about the Survey including how to participate if you are a member of the financial community and how to obtain the results.
The Potential Impacts of Fukushima on the Future Demand for Nuclear Power by Bruce Lacy at Infocast's conference on Nuclear Safety Post-Fukushima, December 5th, 2011 in Washington, D.C.
Bruce Lacy provides a "Wall Street perspective" on new nuclear for the US Nuclear Infrastructure Council, December 6th, 2011 in Washington, D.C.
Bruce Lacy leads panel of industry and Wall Street experts looking at the challenges of financing new nuclear in the US in the face of uncertain future electrical demand and low natural gas prices. In his presentation, "New Nuclear in Tougher Times", at the Nuclear Construction Summit, October 24-16 in Charlotte, North Carolina, Mr. Lacy looked at how mergers, regional consortia, smaller reactors and other strategies can help in planning for new nuclear construction.
"For global success, new build nuclear must demonstrate that it is competitive in an economic sense." From Milton Caplan, MZConsulting, The Ongoing Evolution of Nuclear Power Economics, at the WNA China Symposium, Hong Kong, October 22, 2011. "Construction costs are continuing to diverge between East and West" with China reducing costs vs. the increases seen and forecasted in Europe and the US.
LNI has small rally with climb in natural gas prices.
January 27, LNI = 205.73
Up 0.5% for the week. Read the weekly update for details.
The LNI ended 2011 with a 7.1% gain, while the S&P 500 broke even. Read the 2011 Annual Summary for a recap of this amazing year.
Interviews for the 2012 Survey are now being scheduled for February.
Please read the 2012 Survey Summary if you are a member of the financial community and interested in participating in the Survey or if you are interested in obtaining information about the Survey results.