Uranium Supply and Enrichment Bottlenecks

This week I sit back down with François Morin in his third appearance on the show. François is the World Nuclear Association’s point person on China. He works and travels inside China, speaks fluent Mandarin, and spends time at the conventional and advanced reactor sites that the rest of us argue about on Twitter. 

We cover how quickly China is really building nuclear power compared to the heyday of the French Mesmer plan, how that compares to Chinese coal and gas deployment, why Chinese nuclear is still mostly coastal, and the use case, build times and performance of the so-called “advanced reactors” that China is operating while Western startups are still in the powerpoint phase pitching to investors.

Watch the full conversation on YouTube.

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