Decouple The Great Nuclear Reshoring
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Nov 11, 2025 Michael Seeley, a licensed nuclear engineer, discusses the intricate $80 billion U.S. partnership with Westinghouse. Yuri Humber, an expert on Japanese energy, explores how this deal dovetails with Japan's $550 billion investment framework. Chris Keefer, representing Canadian nuclear interests, sheds light on potential benefits for Canada and the geopolitics of energy security. They debate cross-border supply chains, discuss risks for Japan under U.S. concessions, and examine the implications of selecting Westinghouse as a favored vendor in nuclear policy.
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Reporter With Early Chernobyl And Fukushima Proximity
- Yuri Humber lived near Chernobyl and arrived in Japan shortly before Fukushima, shaping his nuclear reporting perspective.
- He recalls a Russian reactor greenhouse where heat supported on-site vegetable growth.
Demand Full Terms Before Betting On Headlines
- Stakeholders should treat press releases as initial frameworks and demand detailed triggers and terms before committing capital.
- Track licensing, loan guarantees, tax credits, and board approval mechanics before assuming project realization.
Voting With Options, Not Instant Ownership
- The U.S. government can convert its payout-connect into equity via a call option after certain cash thresholds.
- That option effectively yields roughly 8–16% ownership depending on valuation and dilution at IPO.