GE Vernova: Revitalizing Hydropower and Gambling on Small Modular Reactors

As the world transitions towards renewable energy sources, the role of modernizing existing infrastructure becomes increasingly vital. GE Vernova, a company spun off from General Electric, is at the forefront of this transformation, focusing on hydropower and small modular reactors (SMRs). Let's delve into GE Vernova's strategy and the potential impacts of their innovative approach.



GE Vernova's commitment to hydropower is evident in their modernization project at the Saluda Hydro plant in South Carolina. By replacing older turbines with their aerating turbine technology, the company aims to extend the plant's lifespan, enhance performance, and improve water quality. This initiative not only generates sustainable energy but also protects aquatic life and natural resources, demonstrating a holistic approach to renewable energy.

The aerating turbine technology increases dissolved oxygen levels in the river, oxygenating the water and ensuring a minimum level of oxygen for aquatic life. This innovation showcases how established industries like hydropower can adapt to meet modern challenges.



GE Vernova's focus on SMRs, such as the BWRX-300, presents an intriguing opportunity in the nuclear energy landscape. These compact reactors offer significant advantages, including a 60% reduction in capital cost per MW, a 90% volume reduction in plant layout, and simplified licensing processes. With a modular design and natural circulation systems, the BWRX-300 can be constructed in just 24-36 months, making it an attractive option for space-constrained sites like Darlington in Ontario.

Moreover, the BWRX-300's fully passive safety systems and proven fuel configuration address regulatory constraints and enhance safety, further bolstering its appeal.



The potential for mass production and modular deployment of the BWRX-300 contributes to cost reductions and accelerated deployment timelines, ultimately overcoming licensing restrictions. This innovative design enables GE Vernova to capitalize on the growing demand for clean energy while mitigating the challenges posed by regulatory constraints.

In conclusion, GE Vernova's strategy to modernize hydropower and invest in SMRs is a compelling bet on the future of renewable energy. By revitalizing existing infrastructure and developing cutting-edge technology, the company is well-positioned to thrive in the evolving energy landscape. As an investor, keeping an eye on GE Vernova's progress and potential opportunities may prove to be a lucrative decision.