"We Are Here as an Enabler of the Private Sector" – Julie Kozeracki, U.S. DOE EDF

EDF argues new AP1000 builds are financeable even at Vogel-level cost overruns, given today's tax credits, loan terms, and hyperscaler offtake deals.

• $250B lending authority deployed fast: EDF closed $55B in transactions (conditional commitments plus financial closes) over the past year under Trump-era executive orders targeting 10 large reactors under construction by 2030 and 5GW of uprates.
• AP1000 long-lead program: A June conditional commitment of $17.5B funds long-lead-time components for 10 AP1000 units (five utility/IPP pairs), potentially cutting up to three years off commercial operation dates via standardized, interchangeable parts.

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