macrostack

Layer 1 · head to head

Nuclear PPA (existing plants) vs On-site natural gas turbines

Clean and slow against fast and dirty. The defining 2026 trade, and most operators are quietly choosing gas.

Nuclear PPA (existing plants)On-site natural gas turbines
Lead time1-3 years to contract; the plant already exists12-24 months, the fastest firm power available
Capital costNone — it is a contract, not a buildModerate; turbine supply chains are now the constraint
CarbonEffectively zero operational carbonHigh. This is the trade being made.
Maturityprovenproven

Nuclear PPA (existing plants)

The catch: There is a fixed supply of existing reactors and the good ones are being contracted now. This is a land-grab with a finite end, not a repeatable strategy.

Decides: The fastest route to large, firm, carbon-free power that exists today — precisely because you are buying something already built.

On-site natural gas turbines

The catch: It works, it is fast, and it puts your sustainability commitments in direct conflict with your capacity plan. Turbine lead times have themselves stretched as everyone reached the same conclusion.

Decides: The honest bridge. Most 2026-2028 AI capacity that actually energises on schedule will be gas, whatever the announcements say.

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Verified 2026-09-09. No commission on either option.

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