Dow Chemical is putting a nuclear reactor on a petrochemical plant.
First industrial-scale advanced nuclear deployment in North America.
X-energy's Xe-100 at Dow's Seadrift, Texas facility:
→ 4 units × 80 MWe = 320 MW electricity
→ 200 MW of high-temperature steam per unit for industrial processes
→ Baseload power + industrial heat...Simultaneously.
This is the capability gap no one talks about.
Solar and wind generate electricity.
They can't deliver the high-pressure, high-temperature steam that chemicals, refining, and heavy industry run on.
Nuclear can and Long Mott is the first proof of concept at industrial scale.
AI data centers get all the nuclear headlines.
But industrial heat is 20% of global energy demand with almost no clean alternatives.
If this works at Seadrift, the replication opportunity across petrochemicals, steel, and refining is enormous.
Dow didn't sign a clean power certificate.
It put a reactor on its own site.