Financing the Nuclear Renaissance: Tech Companies and Market Dynamics

Phil Chaffee, Editor of Nuclear Intelligence Weekly and Bureau Chief of Energy Intelligence’s New York offices, joins me to discuss the implications of a second Trump administration on U.S. nuclear energy. Will the tantalizing nuclear power purchase agreements signed by hyperscalers evaporate as carbon pricing becomes less likely? Will free-market ideology manage to sustain the government support needed to deploy nuclear power at scale? We speculate about these questions and more.

Note: This interview was recorded on 20 November 2024.